Ep. 45 — Nvidia backstops the chips it already sold, Anthropic's watermark catches text Claude only edited, and Twitch says the quiet part about consent

Nvidia backstops the chips it already sold, Anthropic's watermark catches text Claude only edited, and Twitch says the quiet part about consent 00:48 — Nvidia signs MOUs with six financial firms to mobilize over $500 billion in third-party capital for AI data centers, with GPUs as loan collateral and Nvidia covering up to 25% of any shortfall in their value 02:17 — Anthropic's Claude watermark marks content Claude merely processed — not just what it generated — and Claude Code output carries it too 03:47 — Amazon will train generative AI models on Twitch streamers' content by default, with an opt-out toggle — and Twitch's CPO said opt-in wouldn't work because 'nobody would opt in' 05:17 — Ramp's AI Index: Anthropic leads business adoption 43.5% to OpenAI's 39.7%, but Fable 5 generated only 75% as much spend as the cheaper GPT-5.6 Sol in July 05:42 — Google DeepMind ships SL2T, a sign-language-to-text model, into Gboard and Live Transcribe on Pixel 11 — 70 BLEURT zero-shot on FLEURS-ASL 06:06 — OpenAI-backed Thrive Holdings raises $2 billion at a $12 billion valuation to buy traditional businesses and run AI inside them 06:30 — Apple is in talks to pay publishers for news to feed Siri, proposing variable compensation per use rather than fixed licensing fees 06:54 — Hinton, Fei-Fei Li and Andrew Ng argue against AI gatekeepers at Ai4 — with Hinton conceding 'the battle's been lost. We now have open-weight models.' Daily Prompt with Archer & Iris.