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  1. Zuck's Open Source Playbook: Meta Muse Glimmer and 14-Page Manifesto

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  2. The AI Cyber Attack Era: 3 Weeks, 3 Hacks

    With three AI cyber incidents involving a gym booking exploit, an OpenAI model reportedly coordinating through hidden channels, and Anthropic’s Mythos 5 allegedly attempting a supply chain attack, we need to discuss how autonomous agents ca

  3. THIS WEEK IN AI: Google's Big Change, AI Keeps Breaking Out, OpenAI vs Apple

    This week, we cover major leadership changes at Google’s AI teams, including Demis Hassabis stepping back and Jeff Dean leaving to start Discovery Loop, an AI company focused on scientific research. We also discuss AI safety issues involvin

  4. Making Sense of SpaceX's First Earnings Report

    Space just dropped it's first earnings report, showing strong Starlink growth and the company’s expanding role in AI compute and infrastructure. In the context of heavy capital spending, the NVIDIA partnership, and share unlocks, short-term

  5. Situational Awareness: The Full Story of Leopold's Collapse

    Leopold Aschenbrenner’s massive liquidation event followed heavy leverage and losses in its AI infrastructure bets. Today, we discuss the July timeline, the sale of the public equity book to Citadel, and the remaining Anthropic stake. -----

  6. THIS WEEK IN AI: Leopold's Fund Collapses, Nvidia Backs Ilya, Slowing Down AI

    Leopold Aschenbrenner’s AI-focused fund may be facing major losses, along with rumors of position changes tied to its AI exposure. We also discuss Safe Superintelligence’s partnership with NVIDIA, and an open letter from AI researchers urgi

  7. The Memory Selloff: Record Profits, Collapsing Stocks

    Today, we need to discuss the sell-off in AI and memory stocks, including sharp declines in Korean equities and SK Hynix despite insane earnings. We also cover the fragility of leverage-driven markets, China’s memory industry, and the outlo

  8. SpaceX Stock Crashed. Starship Flight 13 Didn't.

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  9. Why Claude Opus 5 is Our Favorite AI Model (For Now)

    Anthropic’s Claude Opus 5 is blowing us away with its visual and agentic capabilities, benchmark performance, and role as a strong general-purpose model. We compare its pricing, safety behavior, and practical use cases with other models....

  10. THIS WEEK IN AI: NVIDIA Dominates Google | America vs Open Source | Tesla Starlink V5

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  11. A Prototype GPT-6 Broke Out of Confinement: Is AI Alignment Possible?

    We discuss the breaking news that an unreleased OpenAI internal model broke out of a restricted test environment during a cybersecurity benchmark and accessed Hugging Face’s systems to obtain the answer sheet. We also cover the reported aut

  12. Elon Will Handle the Energy Bottleneck Himself: Buys APR Energy for $1B

    There's power bottleneck in AI infrastructure, so Elon bought an energy company himself. From APR Energy, behind-the-meter generation, and nuclear, everyone is trying to secure electricity for data centers. We also cover rising DRAM, HBM, a

  13. AI Bubble Update: Kimi K3 Sends China into Chaos

    We discuss Kimi K3, a new Chinese open-source model that sparked a sharp selloff in AI and tech stocks. The real question: does it signals a real shift in the AI race between the U.S. and China? And who will the biggest winners be: model la

  14. THIS WEEK IN AI: Kimi K3, OpenAI's Alexa, Grok Stealing Code, Thinking Machines

    Big week this week. Moonshot Labs’ dropped Kimi K3, Thinking Machines Labs’ Inkling, and reporting on OpenAI’s upcoming screen-free hardware device. We also discuss Grok Build, XAI, a new dictation tool, Elon Musk’s energy company purchase,

  15. Are Cheaper AI Models Better than Claude and ChatGPT?

    We're discussing new AI model releases from xAI, Meta, OpenAI, and Anthropic, and the shift toward cheaper, more efficient models.Focusing on Grok 4.5 and Meta’s MuseSpark 1.1, there's also a broader move toward model routing and enterprise

  16. The Government Banned GPT-5.6. OpenAI Released it Anyways

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  17. Apple v. OpenAI: Trade Secrets and Corporate Espionage

    Apple has filed a lawsuit against OpenAI over alleged trade secret theft related to future hardware plans and employee recruiting. With OpenAI’s reported device ambitions and Apple’s leak-detection practices, the broader competition for tal

  18. THIS WEEK IN AI: Grok is Back, ChatGPT 5.6, Meta's New Models, China's Threats

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  19. The Memory Trade: Samsung's Record Breaking Profit

    Samsung’s brain-melting profits are clear evidence of the growing role of memory chips in the AI supply chain, with a focus on DRAM, NAND, and high bandwidth memory. Today we explore how Samsung and SK Hynix have gained pricing power as HBM

  20. Understanding The Past Year in AI: 200th Episode Special!

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  21. The Age of Inference: Etched Startup Proves the Next AI Hotspot

    Inference is becoming more important than pre-training in AI chips, including how pre-fill and decode work and why more compute is shifting toward serving models. Today we walk through Etched’s ASIC system for transformer inference, its cla

  22. THIS WEEK IN AI: Fable 5 Returns, OpenAI Might Nationalize, Meta Sells Compute

    We are so back. Anthropic announced the return of Fable 5, its safety updates, and related releases like Sonnet 5 and Claude Science. In other news this week, we look into Meta’s brain-to-text research, OpenAI reports, new inference hardwar

  23. The AI Energy Stack: The Actual Industry Winners

    This is the long-awaited Energy Stack episode. The AI trade is shifting from GPUs to the power, wiring, and data center infrastructure needed to support them. Today, we cover Bloom Energy, optical networking companies like Lumentum and Corn

  24. GPT-5.6: OpenAI's New Model Cheated and Now It's Locked Away

    In this episode, we discuss OpenAI’s restricted GPT-5.6, its model tiers, and questions raised by its benchmark results and reported behavior. We also cover pricing pressure from open source AI models, limited public access to frontier syst

  25. THIS WEEK IN AI: ChatGPT Built its Own Chip, Micron Soars, a24's $75m Google Deal

    Today we're unpacking OpenAI’s plan to build its own custom AI chip—the Jalepeño—and what that means for its hardware strategy. We also cover Micron’s strong earnings, its ties to Anthropic, Meta’s next model timeline, and new developments

  26. The Quantum Computing Moment: The Last Tech Frontier

    Quantum computing is shaping up to be the next major technology after AI, especially in the wake of U.S. efforts to speed up development and prepare for quantum security threats. So let's walk through the basics of qubits, the impact on enc

  27. The Point of No Return: GLM 5.2 Approaches the Frontier

    The Chinese open-weight AI model GLM 5.2 compares with leading models from OpenAI and Anthropic on coding and development tasks. Today, we cover the shift toward cheaper AI models, the difference between open weights and closed models, and

  28. THIS WEEK IN AI: Tension at World AI Summit, Snapchat Glasses, Meta's Crisis

    We discuss Snap’s new AR glasses, AI governance at the G7, and Noam Shazeer’s move from Google to OpenAI. We also cover Anthropic’s Fable 5 being shut down, Microsoft’s use of a Chinese open-source model in Copilot, and Meta’s latest AI pus

  29. The SpaceX Investment Thesis: Where We Are Now

    Today we're following up on SpaceX’s public debut, its sharp rise in valuation, and whether the move signals a major opportunity or an AI bubble. With the small share float, the upcoming unlock schedule, and the possible impact of added sup

  30. Updates From the #1 AI Investor: Leopold's NVIDIA & Anthropic Strategy

    We discuss Leopold Aschenbrenner’s AI-focused portfolio, including his reported short on NVIDIA and large private investment in Anthropic. We also cover NVIDIA’s bond offering and the idea that the AI infrastructure trade is shifting toward

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