Episode Details

Washington is weighing an Entity List ban on Kimi K3 and other Chinese open-weight models, but the fact that they're already downloaded onto US machines may make the ban unenforceable. Cursor publishes a first-party cost breakdown showing a planner-plus-cheap-workers agent swarm beats a single frontier model by 8x on price, hard data for the harness-is-the-moat thesis. Also today: Nikkei tallies $1.65 trillion in off-balance-sheet AI infrastructure debt across five tech giants, and Hugging Face's own security team got blocked by its AI vendor's guardrails while investigating a breach.