Episode Details

🚀 Welcome to AI Unraveled (Weekly Rundown: Feb 8th – Feb 15th, 2026): Your strategic briefing on the business, technology, and policy reshaping artificial intelligence.

This episode is made possible by AIRIA. 🛑 Stop fearing Shadow AI. Orchestrate it. New models like Google's Deep Think and OpenAI's Spark are rewriting the rules of speed and reasoning. Your developers are likely already using them. AIRIA is the "Control Plane" for your entire enterprise AI stack, giving you unified security and real-time cost control so you can say "Yes" to innovation without the risk. 👉 Secure Your Stack: Get the Airia Demo: https://airia.com/request-demo/?utm_source=AI+Unraveled+&utm_medium=Podcast&utm_campaign=Q1+2026

This Week's Briefing: We break down Google's massive comeback with Gemini 3 Deep Think, which is obliterating reasoning benchmarks. We also analyze Anthropic's historic $30B raise, OpenAI's shift to Cerebras chips for ultra-fast coding, and the strange new reality of Elon Musk's plan to build a Moon Factory. Plus: Disney sues ByteDance, and a $2 Trillion "AI Scare" hits the stock market.

Timestamps:

• 00:00 – Intro: Google's "Deep Think" Comeback, OpenAI's Speed Pivot, & The $30B Raise.
• 01:17 – Sponsor: Secure your AI stack with AIRIA (Mid-Roll).
• 02:20 – Deep Dive Begins: The Industry Splits—Google Chases Reasoning vs. OpenAI Chases Speed.
• 05:45 – Hardware Shift: OpenAI Launches "Spark" on Cerebras Chips (Moving away from Nvidia).
• 09:10 – The Capital War: Anthropic Raises $30 Billion at a $380B Valuation.
• 12:30 – The Moonshot: Elon Musk's Plan for Lunar AI Factories & Mass Drivers.
• 17:15 – China's Surge: GLM-5 & The Failure of US Chip Sanctions.
• 20:40 – Legal & Privacy: Judge Rules AI Chats Are Not Privileged & Meta's "Name Tag" Glasses.
• 24:10 – Workplace Reality: UC Berkeley Study Finds AI Makes Work Harder & More Intense.
• 27:50 – Conclusion: What is your plan for "Month 19"?

Keywords: Google Deep Think, Gemini 3, OpenAI Spark, Cerebras Chips, Anthropic Funding, Musk Moon Factory, xAI Moon, Seedance 2.0, Meta Facial Recognition, AI Scare Trade, DeepSeek Distillation, 18 Month Automation Prediction.

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Connect with the host Etienne Noumen,

LinkedIn: https://www.linkedin.com/in/enoumen/

Youtube: https://youtube.com/@enoumen

X: @enoumen https://x.com/enoumen

⚗️ PRODUCTION NOTE: We Practice What We Preach.

AI Unraveled is produced using a hybrid "Human-in-the-Loop" workflow. While all research, interviews, and strategic insights are curated by Etienne Noumen, we leverage advanced AI voice synthesis for our daily narration to ensure speed, consistency, and scale. We are building the future of automated media—one episode at a time.