165: The Compute War and the Intelligence Explosion

We are diving into the escalating battle for processing power as Anthropic strikes back against OpenAI by securing xAI's massive Colossus 1 supercomputer in Memphis. We also explore the newly formed Anthropic Institute's bold preparations for self-improving models and a potential intelligence explosion, complete with proposals for Cold War-style hotlines. On the consumer front, we unpack OpenAI’s massive reasoning upgrade for its new real-time voice agents and Google’s release of a screenless, Gemini-powered Fitbit wearable. Finally, we cover OpenAI's Codex navigating Chrome natively in the background, Meta’s upcoming social AI agent Hatch, and Google DeepMind’s surprising new partnership to test agentic behavior inside the cutthroat virtual universe of EVE Online.