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Back to EpisodesThe 25% IBM Crash and OpenAI's Creepy New Living Room Robot
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Yesterday in AI | 16 July 2026
The 25% IBM Crash and OpenAI's Creepy New Living Room Robot
The physical reality of artificial intelligence is crashing into the software market, causing unprecedented shifts in infrastructure and consumer hardware. This episode breaks down OpenAI's leaked plans to build a screenless, camera-equipped smart speaker with moving parts designed to live in your home. We examine New York Governor Kathy Hochul's sweeping executive order pausing all hyperscale data center construction over 50 megawatts to protect the state's power grid.
We analyze IBM's worst trading day in history after a 25% stock crash, exposing how enterprise clients are abandoning software subscriptions to buy raw AI servers and memory chips instead. Plus, we cover Apple Intelligence securing regulatory approval in China by replacing OpenAI with Alibaba's Qwen model, Demis Hassabis aggressively lobbying the Trump administration for a global FINRA-style AI watchdog, and a humanoid robot successfully removing a pig's gallbladder in a teleoperated surgery at UC San Diego.
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