Compute Wars, Open-Model Price Pressure, and a Splintering AI Rulebook

In this episode of AI in Flow, Claire and Peter unpack a fast-moving day in AI where the story shifts from model hype to the infrastructure, economics, and governance that make AI workable at scale. They cover reports that Meta could lease major compute capacity to Anthropic and that SpaceX is exploring defense data-centre services—signals that new, unexpected players may enter the AI infrastructure race. They also look at investor anxiety around AI capex ahead of Alphabet and Intel earnings, with semiconductors sliding into bear-market territory as efficiency gains raise questions about future GPU demand. On the model front, Moonshot AI’s open-weight Kimi K3 highlights growing cost and performance pressure on proprietary vendors. The episode then turns to regulation and platform power: China’s push for a China-led standards agenda, Indonesia’s proposed AI copyright rules (including style imitation bans and disclosure requirements), EU pressure on Google over Android interoperability, and X deploying Grok to curb copied content and reward original creators. Finally, Claire and Peter discuss how AI services are evolving—especially in Indian IT—where the long-term value may lie in AI operations, governance, and managed services rather than short-lived pilots.About Six & FlowSix & Flow is a digital transformation consultancy helping businesses adapt, grow, and thrive in a fast-changing world. We specialise in AI, CRM, and revenue operations, blending strategy, technology, and creativity to deliver measurable impact. From scaling startups to global enterprises, we partner with ambitious teams to unlock growth through smart automation, customer-centric marketing, and forward-thinking sales enablement. Learn more at sixandflow.com. Hosted on Acast. See acast.com/privacy for more information.