Episode Details

A teardown of xAI's Grok Build CLI found it silently uploads entire local repositories, secrets included, to a Google Cloud Storage bucket no matter what the coding agent actually touches. The same week SK Hynix raised twenty six billion dollars in the second largest US stock listing ever, cementing memory chips as the tightest chokepoint in the AI supply chain, while SambaNova closed a billion dollar round pairing fresh capital with a JPMorgan on-premises inference deal. The Federal Reserve also pulled Marc Andreessen onto a new task force to study AI's effect on jobs and productivity, bringing AI's labor impact into central bank policy for the first time.