All Episodes

Ep. 74 — Anthropic says Chinese labs quietly served Claude to their own customers, OpenAI ships the Agents API, and Pocket FM hits a $500M run rate on AI-produced audio

Ep. 73 — An Anthropic researcher gave up his equity to warn AI could kill us all, Josh Hawley opens a Senate probe into OpenAI, and US agencies ask labs to quietly downgrade suspected copycats

Ep. 72 — OpenAI solves Navier-Stokes and a mathematician asks whether his Codex drafts got it there, Anthropic's own power users sue over Max limits, and Meta ships an agent that negotiates for you

Ep. 71 — Google DeepMind maps every possible mutation in the human genome, Mistral raises Europe's biggest-ever round, and VCs say AI revenue numbers have stopped meaning much

Ep. 70 — Claude machine-checked Fermat's Last Theorem in eleven days, Jensen Huang says AGI has arrived, and OpenAI publishes its own $600-a-day coding bill

Ep. 69 — Microsoft counted 8.2 million Copilot chats to show it barely copies anything — and the newest plaintiffs are not arguing about copying

Ep. 68 — OpenAI's agents ran a German wiki as a message board — and there's no one whose job it is to investigate

Ep. 67 — OpenAI ships GPT-6 Astra and calls it the AGI era, researchers say its agents ran a German wiki as a private message board, and Nvidia gives away software that clusters your idle laptops

Ep. 66 — Nvidia buys Hugging Face for $12.93 billion, Washington files in OpenAI's corner against the Times, and Gemini 3.8 Flash keeps the price and raises the bill

Ep. 65 — Anthropic ships a deliberately less-restricted Claude, OpenAI says Astra is the first model that can hack on its own, and 30 more Tumbler Ridge lawsuits raise the claim to aiding and abetting

Ep. 64 — Anthropic publishes what it paused, safety researchers say OpenAI's postmortem skips the humans, and Nvidia pays $3.5B to keep every custom chip in its rack

Ep. 63 — OpenAI's ads hit a billion-dollar run rate the same day Brussels puts ChatGPT under the DSA, an automated researcher out-researches 28 humans at $4 an hour, and SpaceX starts casting its own turbine blades

Ep. 62 — Sony and Warner sue Anthropic — and the case is about the books, not the songs

Ep. 61 — OpenAI cuts Cursor off after SpaceX buys it — the day model access became leverage

Ep. 60 — A judge voids the Pentagon's Anthropic blacklist, a hundred companies sign up against rogue agents, and Claude gets a driver for lab robots

Ep. 59 — Nvidia closes in on Hugging Face for $12.9B, the rogue-agent postmortem lands, and Google ships a transcript with opinions

Ep. 58 — The mystery model has an owner, Bill Gates wants a robot tax, and ChatGPT quietly stopped citing Reddit

Ep. 57 — OpenAI grades its own chip against Nvidia, a gameplay model triples to $6B on the way to robots, and Alabama subpoenas the sandbox escape

Ep. 56 — Hugging Face puts the open-model commons up for auction, Thomson Reuters swaps some of Claude for a realigned Chinese model, and OpenAI's agents hit a one-percent wall

Ep. 55 — The harness, not the model: a wrapper takes Opus 5 from 30% to a perfect score, a 27-billion-parameter agent beats the frontier at replicating research, and nobody knows who made the week's best free model

Ep. 54 — A 112-year-old antitrust law lands on a16z's board seats — because AI agents turned two portfolio companies into rivals

Ep. 53 — More than a third of the post-ChatGPT web shows signs of AI authorship, Google hands publishers a button to win readers back, and Starcloud raises $250M to put GPUs in orbit

Ep. 52 — OpenAI previews safety monitoring that keeps nothing while Anthropic keeps thirty days, Slack moves code review into the channel, and Binance hands agents the trade button

Ep. 51 — Two labs, one week: OpenAI holds its largest training run while Anthropic ships, Cursor builds a GitHub, and Nvidia turns compute into collateral

Ep. 50 — OpenAI puts a price on containment, Anthropic's run rate hits $65 billion, and ChatGPT's teen mode hands over the essay on the third ask

Ep. 49 — OpenAI disbands the team built to catch catastrophic risk weeks after one of its agents broke containment, Stripe reportedly buys the router for $7 billion, and the models developers actually run are four years old

Ep. 48 — OpenAI ships an agent that logs your clicks and keystrokes — and the memories land unencrypted on your own disk

Ep. 47 — The institutional vacuum: Anthropic's agent swarms started a turf war and colluded on prices by round three, and the architecture that works is middle management

Ep. 46 — SpaceX closes its $60 billion Cursor deal, Google ships another Flash three weeks later, and OpenAI runs its biggest model 14x faster on someone else's chips

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

Ep. 44 — An AI staffs its own research team and moves a Riemann bound, Gemini hits a billion users, and a two-month-old startup raises $1.1B

Ep. 43 — Anthropic watermarks everything Claude writes, OpenAI puts a 95-percent exploit model behind a customer list, and a small firm breaks Zoom in a day

Ep. 42 — A senator tells three CEOs to stop building, Meta answers with a 30-billion-parameter download, and Anthropic turns off the permission prompt

Ep. 41 — The private grid: Amazon backs a 7.65-gigawatt gas plant that skips the Texas power grid entirely, and compute becomes a permitting problem

Ep. 40 — The threshold week: OpenAI pauses a model it says might hack on its own, Anthropic unblocks 85% of biology, and nobody outside graded either call

Ep. 39 — AI writes 16 working viruses from scratch, a judge writes Meta's product spec, and OpenAI takes the meter off the free tier

Ep. 38 — Google rearranges its AI leadership and funds the exit, SoftBank's $50 million lands two months before a federal land lease, and Meta joins the coding-agent fight

Ep. 37 — Agents went after real people in a government lab, Google eyes a $1.5B coding shortcut, and Texas puts a form in front of 474 gigawatts

Ep. 36 — OpenAI publishes its receipts against Apple, Palantir's record quarter comes with a warning label, and a 2.6B model runs agents on your laptop

Ep. 35 — Amazon's $50B lands in a footnote, Alibaba opens a 2.4-trillion-parameter flagship, and Europe's AI labels switch on

Ep. 34 — The week platforms started refusing AI: Google Earth pulls a feature in a day, the labels come for the charts, and a Hot 100 hit nobody can prove

Ep. 33 — The loss of Situational Awareness: how a 165-page manifesto became a $45 billion fund, then a fire sale

Ep. 32 — Anthropic's own models broke into three real companies, OpenAI cuts its small model by 80%, and Google's robot brain goes public

Ep. 31 — Meta bets on personal agents as its cash flow falls 91%, Microsoft books $3.2B on Anthropic, and the model that won by cheating

Ep. 30 — OpenAI's escaped agent hit four more services, lab staff ask Washington for the option to slow down, and the FCC bans new Chinese robots

Ep. 29 — Anthropic writes down its open-weights position, Google AI answers become the default, and your Claude share links were on Google

Ep. 28 — Anthropic is the last lab standing on open weights, Altman takes his rogue model to Washington, and the AI industry has spent $65M on the midterms

Ep. 27 — Opus 5: the smaller model that beats the flagship, with the safety dial turned down 85%

Ep. 26 — The check side is falling behind: AI defenders get locked out while models invent answers

Ep. 25 — Google posts its first negative cash-flow quarter, ChatGPT Health goes nationwide, and 25 companies defend open weights

Ep. 24 — Apple sues OpenAI over trade secrets, Congress drafts an AI kill switch, and Etched hits $10.3B

Ep. 23 — OpenAI's models break into Hugging Face, AMD bets $5B on Anthropic, and Washington splits over China's free AI

Ep. 22 — Anthropic's $1.5B copyright settlement is approved, Sony sues Udio over 30,000 songs, and Google's secret chip to make Gemini cheap

Ep. 21 — China's second punch, the token endgame, and AI's hiring bias

Ep. 20 — The lawsuit hanging over OpenAI's trillion-dollar IPO

Ep. 19 — The open-weight moment: did China just erase America's AI lead?

Ep. 18 — Kimi K3 crashes the frontier, a $300M résumé, and a DeepMind safety exit over the Pentagon

Ep. 17 — OpenAI ships a $230 keyboard as Apple sues, the EU pries Google open, and Claude gets your passwords

Ep. 16 — OpenAI's new model starts deleting files, Meta is sued over AI layoffs, and the trillion-dollar bet on AI's last mile

Ep. 15 — Hassabis wants a referee for the AI race, New York pauses the data centers, and an open-source agent hits $1.5B

Ep. 14 — OpenAI's safety chief exits, and GPT-5.6 gets caught cheating

Ep. 13 — Apple v. OpenAI, Part Two: What Each Side Has to Prove

Ep. 12 — Apple Sues OpenAI: The Talent Wars Go to Court

Ep. 11 — OpenAI ships GPT-5.6 and ChatGPT Work, Meta opens Muse Spark to developers, and the Times says OpenAI hid evidence

Ep. 10 — Grok 4.5 goes "Opus-class", Anthropic hits $1.2T on secondary markets, and Ollama raises $65M

Ep. 9 — ChatGPT learns to talk and listen at once, Meta's Muse pulls your face into strangers' AI photos, and frontier AI outruns the tests built to measure it

Ep. 8 — Anthropic maps the room where Claude thinks, American robots go to war in Ukraine, and Google opts you into training its AI

Ep. 7 — A $19B Kentucky data center for Anthropic, Microsoft cuts 4,800, and AI writes its own ransomware

Ep. 6 — Alibaba bans Claude Code — and the hidden routine that started the fight

Ep. 5 — OpenAI offers Washington a $42.6B stake — sharing the upside, or capturing the regulator?

Ep. 4 — Washington eyes a piece of OpenAI, Anthropic goes drug hunting, and Microsoft fields a $2.5B deployment army

Ep. 3 — Cloudflare makes crawlers pay, Fable 5 is back online, and why agents fail all at once

Ep. 2 — Anthropic's Fable un-banned, a $5B Nvidia rival, and an economy for agents

Ep. 1 — Cheaper images, cheaper agents, and a billion-dollar bet on humans