Episode Details

This week: the dependence problem running underneath the AI boom. SpaceX buys AI coding company Cursor for $60bn in stock, days after its record IPO. Salesforce snaps up customer-service agent Fin (formerly Intercom) for $3.6bn. ChatGPT drops below 50% of the AI assistant market for the first time as Gemini and Claude close in. 

Two of Google's top AI researchers depart for rivals (Transformer co-inventor Noam Shazeer to OpenAI and Nobel laureate John Jumper to Anthropic), and Alphabet has its worst day in about a year. 

Anthropic's Fable 5 and Mythos 5 are still offline ten days into a US export-control order. America's energy regulator, FERC, votes to fast-track AI data centres onto the grid while shielding household bills. A new "agentjacking" attack hijacks AI coding agents through fake error reports. And PwC's AI Jobs Barometer finds the most AI-exposed firms are growing wages and headcount, not cutting. 

Plus a fast look at the model race: GPT-5.6, Gemini 3.5 Pro and China's open-weight GLM-5.2. If you find this useful, follow the show and leave a rating.