Episode Details

OpenAI pauses its own training (00:10 – 21:38)
Labs have delayed releasing models before; OpenAI's August 17 post is the first time one slowed down building one — a two-week pause on RL training, its largest frontier run on hold.

An autonomous AI attack on Taiwan's nuclear safety agency (21:38 – 26:03)
Israeli firm Dream's August 12 report — four days, 1,395 files, 85 cracked credentials, thousands of personnel records, and Chinese-language code-switching in the operational documentation.

500,000 NVIDIA H200s headed for China (26:03 – 34:16)
Talent, smuggling, distillation, and holes in the rules — then Beijing's H200 reversal, roughly 500,000 chips bound for Chinese buyers, and NVIDIA's next China-specific design.

America tells Pax Silica allies: you can't join China's AI club (34:16 – 37:16)
A leaked State Department letter to 35 signatories: "To be part of everything is to be part of nothing." Kazakhstan had joined both.

AI data centers become a toxic election issue (37:16 – 51:18)
The NRSC memo calling data centers "the anchor hanging around" Jon Husted's neck. A year ago Greg called the opposition sandbags against a tsunami. He no longer does.