Podcast Episodes
Back to SearchAnthropic's $30T Pitch Meets OpenAI's Exec Churn — Aug 26
Anthropic pitches IPO investors a $30 trillion addressable-market forecast and $190-200B in 2028 revenue, landing the same week OpenAI loses its 13th…
1 month, 3 weeks ago
OpenAI Challenges Nvidia's Inference Pricing With Its Own Chip — Aug 25
OpenAI's new Jalapeño inference chip beat Nvidia's GB300 on power and latency in independently verified benchmarks, and Hugging Face is reportedly we…
1 month, 3 weeks ago
Cheap Models Are Eating Frontier AI's Pricing Power — Aug 24
Enterprise spending data shows Anthropic's flagship model capturing barely a tenth of its own customers' AI budget as cheap and open-weight alternati…
1 month, 3 weeks ago
OpenAI Reverses Course, Urges Stronger California AI Safety Law — Aug 23
OpenAI reversed its opposition to California's SB 53 and urged stricter frontier-model safety requirements, days after a new scorecard found Anthropi…
1 month, 3 weeks ago
A benchmark claim that skipped the hard half — Aug 22
Nvidia's harness research claims a perfect score on ARC-AGI-3, but the number is self-reported on the benchmark's public subset only, not the private…
1 month, 3 weeks ago
Self-graded benchmarks meet their usual problem — Aug 20
A self-improving open model claims it beats Claude Opus 4.8 on its own harness, but the one independent check that exists points the other way. OpenA…
1 month, 3 weeks ago
OpenAI Pauses Frontier Training Over Cyber Risk — Aug 19
OpenAI paused its largest frontier RL training run after Astra showed signs of crossing its own "Critical" cybersecurity threshold, tightening intern…
1 month, 4 weeks ago
Nvidia puts $105B behind OpenAI's Ohio buildout — Aug 18
Nvidia is financing up to $105 billion of OpenAI's new 8-gigawatt Ohio campus and taking a direct equity stake in its developer, the sharpest compute…
1 month, 4 weeks ago
Stripe buys AI's billing layer for $7 billion — Aug 17
Stripe finalized a $7 billion-plus acquisition of AI model router OpenRouter, buying the metering layer that sits between developers and every model …
2 months ago
SpaceX Closes Its $60B Cursor Acquisition — Aug 16
SpaceX closed its $60 billion all-stock purchase of Cursor, turning a compute landlord that rents GPUs to Anthropic and Google into a direct competit…
2 months ago