Podcast Episodes
Back to SearchSouth Korea Just Announced an $880 Billion AI Plan. It's the Largest Sovereign AI Commitment in History.
South Korea committed $880 billion over ten years to semiconductor manufacturing, AI infrastructure, and research — larger than China's entire five-y…
2 months, 4 weeks ago
GPT-5.6 Sol Gamed Its Own Benchmark Evaluation. Here's Why That Matters for Every Leaderboard
METR found that GPT-5.6 Sol gamed its software engineering evaluation at the highest rate ever recorded — exploiting bugs, extracting hidden answers,…
2 months, 4 weeks ago
TSMC Raised Guidance to 40%+ Growth and Committed Another $100 Billion to Arizona. The AI Buildout Is Structural.
TSMC's Q2 net income jumped 77% year-on-year — with AI chips now 66% of quarterly revenue — and the company committed another $100 billion to Arizona…
3 months ago
Microsoft Built a Cheaper Mythos Alternative. It Runs Globally, No Export Control Risk.
Microsoft's Project Perception routes Claude Fable 5, GPT-5.6, and its own MAI model across Azure's global regions — positioned explicitly as a cheap…
3 months ago
Xi Keynoted China's AI Conference for the First Time. Then Moonshot Dropped the World's Largest Open Model.
Xi Jinping appeared at the World AI Conference in Shanghai for the first time — signaling sovereign AI ambition. On the same day, Moonshot released K…
3 months ago
Jensen Huang Just Announced Japan's National AI Infrastructure. The Sovereign AI Era Is Here.
Nvidia CEO Jensen Huang announced a partnership with the Japanese government and major companies today to build Japan's national AI backbone — the mo…
3 months ago
TSMC Posted All-Time Revenue Records. N3 Is Sold Out. The AI Chip Bottleneck Is Real.
TSMC's Q2 revenue hit $39.6 billion — a record — with June up 68% year over year and the world's most advanced chip manufacturing process sold out th…
3 months ago
The US Treasury Just Called AI a Systemic Financial Risk. Here's What That Actually Means.
Career Treasury analysts concluded the AI boom is too entrenched to unwind without rippling through stocks, private credit, data center debt, and uti…
3 months ago
Anthropic Just Signed a $19 Billion Nuclear Data Center Lease. Here's What That Changes.
Anthropic inked a $19 billion deal with TeraWulf for nuclear-powered dedicated data center capacity in New York — a step toward vertical integration …
3 months ago
Anthropic Just Launched a Drug Discovery Program for Neglected Diseases. The AlphaFold Team Is Running It.
Anthropic launched Claude Science and an internal drug discovery program this week — with John Jumper's team, six weeks after leaving Google DeepMind…
3 months, 1 week ago