#227 - Jeremie is back! DeepSeek 3.2, TPUs, Nested Learning

Our 227th episode with a summary and discussion of last week's big AI news!
Recorded on 12/05/2025
Hosted by Andrey Kurenkov (twitter.com/andrey_kurenkov) and Jeremie Harris (linkedin.com/in/jeremieharris)
Feel free to email us your questions and feedback at contact@lastweekinai.comand/or hello@gladstone.ai
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In this episode:
• Deep Seek 3.2 and Flux 2 release, showcasing advancements in open-source AI models for natural language processing and image generation respectively.
• Amazon's new AI chips and Google's TPUs signal potential shifts in AI hardware dominance, with growing competition against Nvidia.
• Anthropic's potential IPO and OpenAI's declared ‘Code Red’ indicate significant moves in the AI business landscape, including high venture funding rounds for startups.
• Key research papers from DeepMind and Google explore advanced memory architectures and multi-agent systems, indicating ongoing efforts to enhance AI reasoning and efficiency.

Timestamps:
• (00:00:10) Intro / Banter
• (00:02:42) News Preview
• Tools & Apps
• (00:03:30) Deepseek 3.2 : New AI Model is Faster, Cheaper and Smarter (geeky-gadgets.com/deepseek-3-2-sparse-attentio…)
• (00:23:22) Black Forest Labs launches Flux.2 AI image models to challenge Nano Banana Pro and Midjourney (venturebeat.com/ai/black-forest-labs-launches-…)
• (00:28:00) Sora and Nano Banana Pro throttled amid soaring demand | The Verge (theverge.com/news/831760/openai-google-rate-li…)
• (00:29:34) Mistral closes in on Big AI rivals with new open-weight frontier and small models | TechCrunch (techcrunch.com/2025/12/02/mistral-closes-in-on…)
• (00:31:41) Kling's Video O1 launches as the first all-in-one video model for generation and editing (the-decoder.com/klings-video-o1-launches-as-th…)
• (00:34:07) Runway rolls out Gen 4.5 AI video model that beats Google, OpenAI (cnbc.com/2025/12/01/runway-gen-4-5-video-model…)
• Applications & Business
• (00:35:18) NVIDIA’s Partners Are Beginning to Tilt Toward Google’s TPU Ecosystem, with Foxconn Reportedly Securing TPU Rack Orders (wccftech.com/nvidia-key-supply-chain-partner-f…)
• (00:40:37) Amazon releases an impressive new AI chip and teases an Nvidia-friendly roadmap | TechCrunch (techcrunch.com/2025/12/02/amazon-releases-an-i…)
• (00:43:03) OpenAI declares ‘code red’ as Google catches up in AI race | The Verge (theverge.com/news/836212/openai-code-red-chatgpt)
• (00:46:20) Anthropic reportedly preparing for massive IPO in race with OpenAI: FT (cnbc.com/2025/12/03/anthropic-claude-reportedl…)
• (00:48:41) Black Forest Labs raises $300M at $3.25B valuation | TechCrunch (techcrunch.com/2025/12/01/black-forest-labs-ra…)
• (00:49:20) Paris-based AI voice startup Gradium nabs $70M seed | TechCrunch (techcrunch.com/2025/12/02/paris-based-ai-voice…)
• (00:50:10) OpenAI announced a 1 GW Stargate cluster in Abu Dhabi (theverge.com/ai-artificial-intelligence/800964…)
• (00:53:22) OpenAI’s investment into Thrive Holdings is its latest circular deal (techcrunch.com/2025/12/01/openais-investment-i…)
• (00:55:11) OpenAI to acquire Neptune, an AI model training assistance startup (cnbc.com/2025/12/03/openai-to-acquire-neptune-…)
• (00:56:11) Anthropic acquires developer tool startup Bun to scale AI coding (uk.finance.yahoo.com/news/anthropic-acquires-d…)
• (00:56:55) Microsoft drops AI sales targets in half after salespeople miss their quotas - Ars Technica (arstechnica.com/ai/2025/12/microsoft-slashes-a…)
• Projects & Open Source
• (00:57:51) [2511.22570] DeepSeekMath-V2: Towards Self-Verifiable Mathematical Reasoning (arxiv.org/abs/2511.22570)
• (01:01:52) Evo-Memory: Benchmarking LLM Agent Test-time Learning with Self-Evolving Memory (arxiv.org/pdf/2511.20857)
• Research & Advancements
• (01:05:44) Nested Learning: The Illusion of Deep Learning Architecture (marktechpost.com/2025/11/08/nested-learning-a-…)
• (01:13:30) Multi-Agent Deep Research: Training Multi-Agent Systems with M-GRPO (arxiv.org/abs/2511.13288)
• (01:15:50) State of AI: An Empirical 100 Trillion Token Study with OpenRouter (openrouter.ai/state-of-ai)
• Policy & Safety
• (01:21:52) Trump signs executive order launching Genesis Mission AI project (nbcnews.com/tech/tech-news/trump-signs-executi…)
• (01:24:42) OpenAI has trained its LLM to confess to bad behavior | MIT Technology Review (technologyreview.com/2025/12/03/1128740/openai…)
• (01:29:34) US senators seek to block Nvidia sales of advanced chips to China (ft.com/content/0e4e4799-b340-4cee-bdbc-6a6325f…)
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