Podcasts about Baidu

In Italia cresce il numero di persone che vivono in una casa di proprietà e aumenta anche l'attività del mercato immobiliare. Secondo Eurostat, nell'ultimo decennio il nostro Paese ha registrato l'incremento più significativo in Europa della quota di residenti proprietari dell'abitazione in cui vivono, arrivando a sfiorare l'80% della popolazione contro una media europea del 68,5%. Un dato che però, secondo alcuni osservatori, riflette anche le difficoltà di molti giovani a lasciare la casa dei genitori. Intanto continuano a crescere compravendite e prezzi. Nel primo trimestre del 2026, secondo le stime preliminari Istat, i prezzi delle abitazioni sono aumentati del 5,2% su base annua. Nel 2025 le compravendite hanno superato le 766 mila unità, con una crescita superiore al 6%, trainata soprattutto dai grandi centri urbani e dal Nord-Ovest. Aumentano anche i mutui, favoriti dal calo dei tassi e dagli strumenti pubblici di sostegno.Secondo Unimpresa, nel 2025 il Fondo di Garanzia Prima Casa gestito da Consap ha consentito l'erogazione di mutui garantiti dallo Stato per circa 9 miliardi di euro, il 50% in più rispetto all'anno precedente. Gli under 36 restano la categoria che beneficia maggiormente di questi finanziamenti e un acquirente su quattro oggi ha tra i 18 e i 35 anni. Ne parliamo con Giuseppe Spadafora, vicepresidente di Unimpresa. Si inaspriscono le tensioni commerciali e la Cina annuncia sanzioni contro 10 aziende USAA poco più di un mese dall'incontro di Pechino tra Donald Trump e Xi Jinping, tornano a crescere le tensioni tra Stati Uniti e Cina. Pechino ha annunciato nuove restrizioni nei confronti di dieci aziende americane attive nei settori della difesa, dell'aerospazio e delle terre rare, vietando agli esportatori cinesi di fornire loro beni a duplice uso, cioè utilizzabili sia per scopi civili sia militari. La misura arriva come risposta all'allargamento da parte di Washington della lista delle aziende cinesi considerate collegate alle forze armate di Pechino. Tra i gruppi inseriti dagli Stati Uniti figurano colossi come Alibaba, Baidu e BYD. Contestualmente, il Ministero delle Finanze cinese ha vietato agli enti pubblici l'acquisto di prodotti di 46 aziende americane, tra cui Lockheed Martin, Raytheon e alcune divisioni di General Dynamics. Nonostante i tentativi di distensione e la volontà dichiarata di ridurre le tensioni commerciali e tariffarie, il confronto tra le due maggiori economie mondiali torna quindi a concentrarsi su tecnologia, difesa e controllo delle catene di approvvigionamento strategiche. Analizziamo le implicazioni economiche e geopolitiche di questa nuova escalation con Alessandro Plateroti, direttore editoriale di UCapital.com.Italia-Usa, export e interscambio oltre i 110 miliardi di dollari nonostante i daziNonostante il clima di incertezza generato dai dazi e dalle politiche di reshoring promosse dall'amministrazione americana, i rapporti economici tra Italia e Stati Uniti continuano a mostrare una notevole solidità. Secondo quanto dichiarato da Simone Crolla, consigliere delegato della American Chamber of Commerce in Italy, nel 2026 l'export italiano verso gli Stati Uniti è cresciuto e l'interscambio complessivo tra i due Paesi ha superato i 110 miliardi di dollari. Il 2025 è stato un anno record per gli scambi commerciali e, pur in presenza di una possibile lieve contrazione rispetto ai livelli eccezionali raggiunti, il 2026 dovrebbe comunque confermarsi su valori superiori a quelli registrati negli anni precedenti. A pesare resta soprattutto l'incertezza legata alla politica commerciale americana, che continua a influenzare le decisioni di investimento e le strategie delle imprese. Sul piano politico, Crolla si è detto convinto che le recenti tensioni tra Giorgia Meloni e Donald Trump non comprometteranno il rapporto tra i due Paesi, sostenendo che i rispettivi leader sapranno ritrovare un'intesa e rafforzare una relazione che resta centrale sia sul piano economico sia su quello strategico. Ne parliamo con Davide Allegra, membro della American Chamber of Commerce in Italy.

Waymo, Baidu und das KI-Start-up Wayve wollen in London ihre Robotaxi-Dienste starten – und anschließend auch nach Deutschland expandieren. Wer wird den Markt dominieren, wer verlieren? Darüber spricht in dieser Podcastfolge Host Henning Hinze mit Redakteur Jonas Rest. Weiterführende Links: Waymo, Baidu und Wayve: Kampf der Robotaxi-Anbieter um die Vorherrschaft in Europa Dienst ausgesetzt: Waymo-Robotaxis bleiben im Regen stecken Tech Update: Kampf um Europa – Robotaxis wollen von London aus den Kontinent erobern Autonomes Fahren: Uber und Autobrains wollen mit Robotaxis in München starten Zum manager magazin Abo Newsletter Tech Update Der wöchentliche Newsletter mit exklusiven Recherchen und Inside-Reports aus der Tech- und Start-up-Welt. Hier geht es zur Anmeldung! Host: Henning Hinze (Redakteur manager magazin)Gast: Jonas Rest (Redakteur manager magazin)Schnitt, Mixing/Mastering: Felix KleinProduktion: Nele Geiger, Sven Bergmann+++ Alle Infos zu unseren Werbepartnern finden Sie hier. Die manager-Gruppe ist nicht für den Inhalt dieser Seite verantwortlich. +++ Alle Podcasts der manager Gruppe finden Sie hier. Mehr Hintergründe zum Thema erhalten Sie bei manager+. Jetzt drei Monate für nur € 10,- mtl. lesen und 50% sparen manager-magazin.de/abonnieren Informationen zu unserer Datenschutzerklärung.

Alice Han and special guest Ed Elson break down how Chinese investors are increasingly being shut out of America's hottest IPOs — even as China pours hundreds of billions into AI, robotics, and next-generation tech. They talk about the growing financial and technological divide between the U.S. and China, the Pentagon's decision to label companies like Alibaba, BYD, and Baidu as “Chinese Military Companies” and whether Washington and Beijing are entering a new era of financial decoupling. They also look at the big Chinese companies that could be next to IPO, and who China's Elon Musk might be.  Plus: the growing worker backlash as AI transforms China's labor market. Subscribe to China Decode on Substack for weekly analysis, livestreams, and deep dives into the biggest story shaping the global economy: chinadecode.profgmedia.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Pentagon's decision to add multiple Chinese companies — including e-commerce giant Alibaba, search engine Baidu and electric vehicle manufacturer BYD — to its updated Section 1260H list of alleged "Chinese military companies" is a groundless suppression of Chinese enterprises that severely harms their legitimate rights and interests.美国五角大楼更新所谓 "中国军方公司" 第 1260H 条款清单，将电商巨头阿里巴巴、搜索引擎百度、电动汽车制造商比亚迪等多家中国企业列入其中。这是对中国企业的无端打压，严重损害了中国企业的合法权益。The misleading designation mainly restricts Pentagon procurement and serves as a warning signal to investors and government agencies. The US administration is using the list to target China's technology companies by means of weaponized trade restrictions.这份误导性的清单主要用于限制五角大楼采购，同时向投资者和政府机构发出警示。美国政府正将贸易限制武器化，借这份清单打压中国科技企业。As a spokesperson for China's Ministry of Commerce said on Saturday in a statement on the US Department of Defense's decision, the US side has ignored the consensus reached during the meeting between the heads of state of the two countries in Beijing, disregarded the overall interests of bilateral economic and trade relations, continuously generalized the concept of "national security" and abused state power to unjustifiably suppress Chinese enterprises.中国商务部发言人周六就美方决定发表声明。发言人指出，美方无视两国元首北京会晤达成的共识，不顾双边经贸关系大局，不断泛化 "国家安全" 概念，滥用国家权力无端打压中国企业。The Pentagon's list now extends far beyond enterprises traditionally associated with weapons production and increasingly encompasses sectors that sit at the center of the global digital economy and high-tech innovation.如今，五角大楼这份清单的覆盖范围早已超出传统军工企业，越来越多地伸向全球数字经济和科技创新的核心领域。In the eyes of the US administration, technologies once regarded as commercial — semiconductors, artificial intelligence, cloud computing, batteries, robotics and advanced manufacturing — have become strategic assets with military implications. The distinction between civilian and military technology is fading. This shines a light on the US administration's reliance on sanctions as a sop for the US' growing anxiety about the loss of its competitiveness in advanced technology.在美国政府眼中，半导体、人工智能、云计算、电池、机器人、先进制造这些原本的民用技术，都成了带有军事意义的战略资产，军民技术的界限正在被刻意模糊。这充分暴露了一个事实：美国对自身先进技术竞争力的流失越来越焦虑，只能靠制裁来缓解这种焦虑。The US administration's increasingly expansive use of "security" instruments targeting Chinese companies suggests a superpower grappling with the uncomfortable reality that the US' technological leadership can no longer be taken for granted. So the Pentagon's latest action can be interpreted as part of a broader strategy aimed at "decoupling" from China's supply chains and weakening its high-tech competitiveness.美国针对中国企业越来越频繁地动用 "安全" 工具，恰恰说明这个超级大国正在面对一个难以接受的现实：美国的技术领先地位，早已不是理所当然。五角大楼此次的最新举动，就是其对华供应链 "脱钩"、削弱中国高科技竞争力这一整体战略的一部分。In practice, the US move is forcing the formation of parallel technological systems. In doing so, it is seriously disrupting the international economic and trade order, undermining the stability of global industry and supply chains, and dramatically increasing the operating costs of the world economy and global trade.美方此举实际上是在强行推动两套技术体系并行。这严重扰乱了国际经贸秩序，破坏了全球产业链供应链稳定，大幅推高了世界经济和全球贸易的运行成本。The outcomes achieved by China and the US under mechanisms such as bilateral economic and trade consultations should also be understood and assessed within this broader context of the cumulative effect of the US administration's export controls, investment restrictions, entity listings and military-company designation.中美通过双边经贸磋商等机制取得的所有成果，都要放在这个大背景下评估。美方不断出台出口管制、投资限制、实体清单、军方认定等措施，其累积效应正在持续侵蚀双方合作的基础。The danger is that the US side is forcing China-US economic relations to become trapped in a self-reinforcing cycle. Washington always sees "security threats" and imposes restrictions. That leaves Beijing no choice but to take corresponding countermeasures.更危险的是，美方正迫使中美经贸关系陷入恶性循环：华盛顿总能找到 "安全威胁" 的借口实施限制，北京则不得不采取相应反制措施。China urges the US side to stop its wrong practices, revoke the relevant measures, return to the right track of building a constructive China-US relationship of strategic stability, and provide fair, just and nondiscriminatory treatment to Chinese companies, said the spokesperson for the Ministry of Commerce of China.中国商务部发言人表示，中方敦促美方立即停止错误做法，撤销相关措施，回到构建具有战略稳定性的中美建设性关系的正确轨道，为中国企业提供公平、公正、非歧视的营商环境。Otherwise, China will take resolute and strong countermeasures, and all consequences and responsibilities arising therefrom shall be borne by the US side, the spokesperson added.发言人强调，否则中方将采取坚决有力的反制措施，由此产生的一切后果和责任，完全由美方承担。Neither the trend of economic globalization nor the laws of the market will allow the US to use political force to impose parallel technological systems on the world without causing significant harm — both globally and to itself. The global economy remains deeply intertwined, and the technologies of the future depend on complex international supply chains that stretch from Silicon Valley to Shenzhen.经济全球化的大势不会逆转，市场规律也不会以人的意志为转移。美国不可能动用政治力量强行在全球推行两套并行的技术体系而不付出代价 —— 这种伤害既针对全世界，最终也会反噬美国自身。全球经济早已深度融合，未来的技术发展，离不开从硅谷到深圳这条完整的国际供应链。If the US president's first visit to China in nine years last month was intended to stabilize relations, the Pentagon's latest move does the opposite. While the Chinese side has made clear its willingness to steady bilateral ties through cooperation and exchanges, the US side seems intent on demonstrating its readiness to further embed what it sees as Sino-US strategic competition in commerce, technology and finance.如果说上月美国总统九年来首次访华是为了稳定两国关系，那么五角大楼此次的举动，完全是在背道而驰。中方已经明确表态，愿意通过合作交流稳定双边关系，但美方却执意要将所谓的中美战略竞争，进一步嵌入经贸、科技、金融的方方面面。And once "national security" becomes the organizing principle of economic policy, every company risks being used as a soldier. The Pentagon's latest blacklist suggests that such a future might already have arrived.一旦 "国家安全" 成为经济政策的最高原则，每家企业都可能沦为大国博弈的棋子。五角大楼这份最新的黑名单告诉我们：这样的未来，或许已经到来。suppression /səˈpreʃn/ n. 打压，压制decoupling /diːˈkʌplɪŋ/ n. 脱钩countermeasure /ˈkaʊntəmeʒə(r)/ n. 反制措施sanction /ˈsæŋkʃn/ n. 制裁

Bloomberg reported that Tencent-backed Enflame Technology is preparing an IPO, joining a wave of Chinese AI chip designers seeking public capital. The move follows tightened US export controls in October 2023 and October 2024 that restricted Nvidia's higher end accelerators to China. Chinese cloud providers, including those run by Tencent, Alibaba, and Baidu, have tested domestic options such as Huawei's Ascend line to diversify supply. An IPO would provide Enflame with capital for product roadmaps, software development, and partnerships. For global founders, the development adds pricing pressure, increases hardware diversity, and heightens the need for portability planning and compliance monitoring.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

With China and the US taking two fundamentally different approaches towards developing their AI ecosystems, there is a growing camp that believes that China is in an equally strong position to win the AI race despite technology sanctions. Producer and host Ong Seng Yeow speaks with Maybank's Hong Kong Strategist Ben Ho to deep dive on three key issues:​Why might China be playing a fundamentally different strategy on AI?​Between the West or China, who is capturing more value?​How should investors assess the Chinese AI landscape?Timestamps00:00 ----- Introduction01:15 ----- Is China or the US winning and what defines a winner in the current AI race?04:39 ----- Understanding the profitability gap analogy between Apple iOS vs. Google in the AI space05:17 ----- The importance of token economics and how it is increasing value output for China12:38 ----- US will be very protective of their proprietary models13:53 ----- The Nvidia CUDA ecosystem monopoly explained18:17 ----- Huawei Ascend shifts the denominator in the current advanced chip export control system22:35 ----- Can China decouple enough that sanctions lose its effectiveness over time?26:41 ----- Understanding China's AI verticals37:39 ----- What is the ultimate value capture?40:43 ----- Alibaba: Conglomerate discount will continue to hold them back42:22 ----- Tencent: AI as a feature44:18 ----- Baidu: Can Apollo put Baidu back into the AI competition?45:46 ----- BOSS Zhipin: A macro read on hiring trends49:19 ----- What are the strategies of Chinese AI labs?#ai #uschina #deepseek #alibaba #tencent #baidu #chinatech #aimodel #tokeneconomics #aistrategy

VOV1 - Bộ Thương mại Trung Quốc ngày 13/6 cáo buộc việc Mỹ đưa nhiều doanh nghiệp Trung Quốc vào “danh sách doanh nghiệp quân sự” là động thái phớt lờ đồng thuận đạt được giữa nguyên thủ hai nước và gây tổn hại nghiêm trọng tới quan hệ kinh tế - thương mại song phương.Trong phản hồi đăng tải trên trang web chính thức dưới hình thức trả lời câu hỏi báo chí, người phát ngôn Bộ Thương mại Trung Quốc nêu rõ, phía Mỹ đã “phớt lờ đồng thuận quan trọng đạt được tại cuộc gặp giữa lãnh đạo hai nước ở Bắc Kinh”, đồng thời không tính đến tổng thể quan hệ kinh tế - thương mại Trung - Mỹ. Người phát ngôn cáo buộc Mỹ liên tục mở rộng khái niệm an ninh quốc gia, lạm dụng quyền lực nhà nước để gây sức ép và “đàn áp vô lý” đối với các doanh nghiệp Trung Quốc.Theo phía Trung Quốc, các biện pháp của Mỹ đã “phá hoại nghiêm trọng trật tự kinh tế - thương mại quốc tế”, làm gián đoạn sự ổn định của chuỗi cung ứng và sản xuất toàn cầu, đồng thời xâm hại quyền và lợi ích hợp pháp của doanh nghiệp Trung Quốc.Bộ Thương mại Trung Quốc kêu gọi Mỹ “lập tức chấm dứt các hành động sai lầm, hủy bỏ các biện pháp liên quan”, đồng thời quay trở lại “quỹ đạo đúng đắn” trong việc xây dựng quan hệ chiến lược ổn định và mang tính xây dựng giữa hai nước. Trung Quốc cũng yêu cầu Mỹ đảm bảo môi trường cạnh tranh công bằng, không phân biệt đối xử đối với doanh nghiệp Trung Quốc.Cơ quan này cảnh báo, nếu phía Mỹ không thay đổi lập trường, Trung Quốc sẽ áp dụng các biện pháp đáp trả mạnh mẽ.Trước đó, ngày 8/6, Bộ Quốc phòng Mỹ đã công bố phiên bản mới nhất của “Danh sách doanh nghiệp công nghiệp quốc phòng Trung Quốc” (danh sách 1260H), bổ sung hơn 10 doanh nghiệp lớn của Trung Quốc trong các lĩnh vực công nghệ, sinh học – dược phẩm, năng lượng quang điện và robot.Danh sách cập nhật bao gồm tổng cộng 80 tập đoàn và gần 188 thực thể liên quan, trong đó có nhiều tên tuổi lớn như Alibaba, Baidu, BYD, NIO, WuXi AppTec, Trina Solar và Unitree Robotics./.Trung Kiên/VOV Bắc KinhẢnh minh họa. reuters

The headlines about China's economy often tell two contradictory stories at once: recovery and stagnation, consumer confidence and persistent caution, tech boom and structural drag. Making sense of what's actually happening requires someone who's tracking the data closely, week by week, from the ground up. Robert Wu does exactly that through Baiguan, a consultancy and popular newsletter that covers the Chinese economy, consumer trends, and business developments.In this episode, Robert gives us his unfiltered read on the state of China's economy in 2026. He breaks down two trends his recent newsletter highlighted: what's happening in the real estate market and whether salary recovery is real or overstated. He also assesses consumer sentiment and what it's actually showing up in spending behaviour across categories.Robert then takes us through a series of sector-specific spotlights: the auto market and whether robotaxis are genuinely scaling or still in hype territory; Pop Mart's trajectory and what it signals about Chinese consumer brands going global; DeepSeek's latest model and what it reveals about China's AI competitive position; and the food delivery war between Meituan and its challengers, and what that tells us about the state of China's consumer internet.He closes with the key variables that will shape the rest of the Chinese economy in 2026, and what international businesses should understand about China that isn't making it into the headlines. Discussion Points·       What Baiguan is, who Robert writes for, and what led him to cover the Chinese economy·       High-level read on the state of China's economy in 2026: recovery, stagnation, or something more complex·       Real estate market update: what the data is showing and whether the sector has turned a corner·       Salary recovery: how real it is, which segments are seeing it, and what it means for consumer spending·       Consumer sentiment assessment: how people are actually feeling and how it's showing up in spending patterns·       Auto market dynamics and the robotaxi question: genuine scaling or early-stage hype·       Pop Mart: bullish or bearish, and what its trajectory tells us about C-brand globalisation·       DeepSeek's new model and what it signals about China's AI competitive position relative to the West·       The food delivery war: who's winning, who's losing, and what it reveals about China's consumer internet·       Key variables to watch for the rest of 2026 and what international businesses are missing about China

On today's show Andrew and Bill begin with takeaways from Xi's visit to North Korea this week, including the conspicuous silence on North Korea's nuclearization, Kim Jong Un's assistance to Russia's war in Ukraine, Beijing as Kim's top priority, U.S.-Japan dialogue on regional nuclear threats, and an email about the PRC as a communist country. From there: CPPCC Chairman Wang Huning leads an inspection tour of Xinjiang ahead of the July 1st implementation of the national ethnic unity law, plus thoughts on Xinjiang's strategic importance generally and why Beijing sees its recent efforts as successful. At the end: China preps for an AI infrastructure buildout, the Pentagon alleges that Alibaba, Baidu and BYD are linked to the PLA, the Busan truce is being tested by both sides, and two Knicks stars wish students good luck on the GaoKao.

En este episodio de El Brieff, Donald Trump sacude el comercio de Norteamérica al poner en duda la renovación del T-MEC e afirmar que Estados Unidos “no necesita nada” de México o Canadá. Irán cierra el estrecho de Ormuz y amenaza el comercio global de energía mientras enfrenta nuevos ataques estadounidenses. Trump dice que “ama la inflación” en Estados Unidos, que subió 4.2% anual. Sheinbaum blinda la inauguración del Mundial en el Estadio Azteca y México acelera inversiones estratégicas con autorizaciones en 30 días. El Senado ratifica el nuevo embajador en Washington, restaurantes pagarán hasta 22,000 pesos por transmitir el Mundial, Gustavo Petro enfrenta una propuesta de suspensión en Colombia, y Netflix, Baidu y Anthropic avanzan en tecnología.Recibe gratis nuestro newsletter con las noticias más importantes del día.Si te interesa una mención en El Brieff, escríbenos a arturo@strtgy.ai Hosted on Acast. See acast.com/privacy for more information.

El gobierno federal dijo que habrá trabajo a distancia para oficinas públicas en la capital y suspendió clases el día de la inauguración del Mundial 2026, para que la ciudad funcione de manera más ordenada.El canciller mexicano Roberto Velasco y el secretario de Estado estadounidense, Marco Rubio, se echaron un fonazo. De acuerdo con los gobiernos de México y Estados Unidos, la conversación se desarrolló en un tono cordial.El PAN sufrió uno de sus peores resultados electorales en Coahuila tras las elecciones legislativas del 7 de junio y perdió su registro en el estado. Karim Khan, fiscal jefe de la Corte Penal Internacional, fue suspendido y está siendo investigado por presunta conducta sexual indebida contra una asistente.El Departamento de Defensa incluyó a gigantes tecnológicos e industriales como Alibaba, Baidu y BYD en su lista de “empresas militares chinas”. Justo 40 años después de haber creado los carteles para el Mundial 1986, la reconocida fotógrafa estadounidense Annie Leibovitz regresó al mundo del fútbol con la exposición “Futbol 2026”. Y para el vaso medio lleno… Un equipo internacional de científicos descubrió más de 70 posibles especies nuevas para la ciencia en la meseta de Lisima, en Angola. Para enterarte de más noticias, suscríbete aquí a nuestro newsletter y síguenos en redes sociales. Estamos en todas las plataformas como Te lo cuento. Hosted on Acast. See acast.com/privacy for more information.

Beijing has criticized Washington for adding several Chinese companies to a list of entities allegedly supporting China's military, urging the United States to "correct its erroneous practices".中方批评美方将多家中国企业列入一份所谓的“涉军”实体清单，并敦促美方“纠正错误做法”。On Monday, the US Defense Department added several major Chinese companies, including Alibaba, Baidu and BYD, to the list, according to US media.据美国媒体报道，美国国防部于6月8日将阿里巴巴、百度、比亚迪等多家中国知名企业列入该清单。Responding at a daily news briefing in Beijing on Tuesday, Foreign Ministry spokesman Lin Jian said, "China has consistently and firmly opposed the US overstretching the concept of national security and formulating various types of discriminatory lists to go after Chinese businesses.中国外交部发言人林剑6月9日在北京举行的例行记者会上回应称，“中方一贯坚决反对美方泛化国家安全概念，划设各类名目的歧视性清单，无理打压中国企业。"We urge the US to correct its erroneous practices and stop its unwarranted suppression of Chinese enterprises," Lin said.“我们敦促美方纠正错误做法，停止对中国企业的无理打压，”林剑表示。China will take necessary measures to firmly safeguard the legitimate rights and interests of Chinese enterprises, he added.他补充道，中方将采取必要措施，坚定维护中国企业的正当合法权益。According to leading IT news portal TechCrunch, the list — known as the 1260H list, after the specific section of the 2021 National Defense Authorization Act that created it — "is just one tool that the US has used to place restrictions on Chinese tech".据美国知名科技资讯网站TechCrunch报道，这份所谓的“1260H清单”是根据美国《2021财年国防授权法案》第1260H条款设立，“仅仅是美国用来限制中国科技发展的工具之一”。The updated list, which supersedes an earlier 2025 version, now includes a broad swathe of China's top technology companies, according to Reuters.据路透社报道，更新后的清单取代了2025年的先前版本，如今涵盖了中国一大批顶尖科技公司。It also reported that other companies added include biotech enterprise WuXi AppTec, artificial intelligence-driven robotics company RoboSense Technology Co and Unitree, a leading Chinese maker of humanoid and quadruped robots.报道还指出，被新增列入的其他企业包括生物科技企业药明康德、人工智能驱动的机器人公司速腾聚创，以及中国领先的人形与四足机器人制造商宇树科技。Baidu said in a statement to Tech-Crunch that "the suggestion that Baidu is a military company is entirely baseless. We will not hesitate to use all options available to us to have the company removed from the list".百度在给TechCrunch的一份声明中表示，“所谓百度是一家军工企业的说法毫无根据。我们将毫不犹豫地利用一切可用手段将该公司从清单中移除。”Alibaba told TechCrunch that it "is not a Chinese military company nor part of any military-civil fusion strategy", adding that it will take all available legal action against attempts to misrepresent the company.阿里巴巴在给TechCrunch的声明中表示，其“既不是中国军工企业，也未参与任何军民融合战略”，并补充称，将对任何试图歪曲该公司的行为采取一切可用的法律行动。discriminatory list /dɪˈskrɪmɪnətəri lɪst/歧视性清单unwarranted suppression /ʌnˈwɒrəntɪd səˈpreʃən/无理打压1260H list /wʌn tuː sɪks əʊ eɪtʃ lɪst/ 1260H清单（美国防授权法案第1260H条）National Defense Authorization Act (NDAA) /ˈnæʃənəl dɪˈfens ˌɔːθəraɪˈzeɪʃən ækt/国防授权法案quadruped robot /ˈkwɒdrʊped ˈrəʊbɒt/四足机器人military-civil fusion strategy /ˈmɪlɪtəri ˈsɪvəl ˈfjuːʒən ˈstrætədʒi/军民融合战略

A.M. Edition for June 9. OpenAI has privately filed for an IPO, setting the ChatGPT creator up to potentially listing as soon as this fall. WSJ tech reporter Sam Schechner says the filing comes amid intense competition with rival Anthropic and Elon Musk's SpaceX and who will get the biggest slice of public investor money this year. Plus, the Pentagon targets Alibaba, Baidu and BYD in a new Chinese military blacklist. And from London Tech Week, our conversation with the founder of AI voice company ElevenLabs, Mati Staniszewski. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Alibaba and Baidu face U.S. restrictions under an updated Pentagon list. And Chinese exports accelerated in May in a big boost to the struggling economy. Luke Vargas hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

US President Trump said they are negotiating regarding Iran and a victory will happen very soon; he stated they will declare total victory in two weeks; Brent Aug'26 -1.1%Trump was said to have warned Israeli PM Netanyahu that if he turns escalation into war, he will be left alone against Iran. He also told the Israeli PM that if he does not get an Iran deal within a few days, he would lead the strikes on Iran.A top Iranian official casted doubt on a deal being imminently reached between the US and Iran, telling CNN that major roadblocks persist on issues like Iran's nuclear program and uranium enrichment.Pentagon accused several Chinese tech-giants (Alibaba, Baidu, BYD, Tencent) of aiding the Chinese military.APAC stocks traded mixed; European equity futures are indicative of a slightly weaker open.DXY is incrementally lower with G10s broadly firmer, and the Kiwi outperforms.Looking ahead, highlights include German Balance of Trade, Exports, Imports (Apr), Mexican Inflation (May), US ADP Weekly Change, Exports/Imports, Atlanta Fed GDP, Existing Home Sales (May), Wholesale Inventories (Apr), Canadian Exports/Imports (Apr), EIA STEO (Jun), Comments from ECB President Lagarde, Supply from Netherlands, Germany & US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

The Trump administration released the updated version of the list four months ago and then quickly pulled it without explaining why Also, as AI experimentation grows more expensive, Apple is waiving cloud API costs for developers with fewer than 2 million first-time App Store downloads. And Tools for Humanity, Sam Altman's identify verification company, is reportedly struggling to generate revenue and will downsize its staff. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The AI race just shifted into a higher gear. Hosted by Michelle Martin this episode unpacks OpenAI’s blockbuster IPO filing, Apple’s long-awaited AI strategy and Elon Musk’s latest vision for SpaceX-powered AI infrastructure. We also track sharp market moves from Marvell Technology, Intel and Johnson & Johnson, examine fresh scrutiny facing Alibaba and Baidu, and discuss what a stronger US dollar could mean for Asian currencies. Plus, why convicted FTX founder Sam Bankman-Fried is reportedly seeking a presidential pardon from Donald Trump.See omnystudio.com/listener for privacy information.

Este episódio do Podcast 15 Minutos analisa a recente atualização do Departamento de Guerra dos Estados Unidos que incluiu gigantes chinesas como Alibaba, Baidu e a fabricante de carros elétricos BYD em uma lista de corporações que colaboram com o complexo militar de Pequim.

Pékin a demandé aux États-Unis de mettre fin aux pressions sur les entreprises chinoises, après la publication par le ministère américain de la Défense d'une liste de compagnies travaillant avec l'armée de Chine. Cette liste contient des firmes chinoises impliquées dans le développement de l'intelligence artificielle (IA), dont Alibaba, Baidu et BYD. Les entreprises chinoises ont brandi la menace de contentieux. Les liens entre entreprises privées et département de la Défense sont pourtant largement pratiqués aussi aux États-Unis. Entretien avec Benjamin Bürbaumer, maître de conférences en sciences économiques à Sciences Po Bordeaux et auteur de Chine-États-Unis, le capitalisme contre la mondialisation (éditions La Découverte).

The Department of War released an update on Monday designating more than a dozen prominent Chinese companies—such as Alibaba, BYD, and Baidu—as "Chinese military companies" operating in the United States.Los Angeles City Council member Nithya Raman holds a narrow lead against former reality TV star Spencer Pratt in the race for second place in the LA mayoral primary. NTD asked LA residents how they feel about mail-in-ballots still being counted.Apple unveils new hardware features and software updates at its Worldwide Developers Conference. The tech giant's CEO Tim Cook shared that the new updates focus on privacy and day-to-day use, and they will be implemented in time for the upcoming release of their new products this fall.

Most global businesses enter Asia with a playbook built elsewhere. The pricing models, growth assumptions, labour structures, and definitions of value that worked in North America or Europe get applied to markets that operate by fundamentally different rules. The result, as Eric Stryson has observed across nearly two decades of on-the-ground leadership work in Asia, is failure - not dramatic failure, but the slow erosion of credibility that comes from never truly understanding where you are.Eric Stryson is Managing Director at The Global Institute For Tomorrow (GIFT), an independent pan-Asian think tank with offices in Hong Kong and Kuala Lumpur. He has designed and facilitated more than 60 experiential leadership programmes across fifteen countries in Asia and the Middle East, working with over 3,000 executives from organisations including HSBC, Petronas, Marriott, MasterCard, and Standard Chartered. His public sector clients include the Hong Kong SAR Government, the Dubai Government, and the Central Bank of Malaysia.In this episode, Eric argues that much of what organisations believe they know about Asia is filtered through AI systems, research, and analysis shaped by Western institutions and historical precedents. Even conventional online research surfaces insights produced predominantly by incumbent Western policy and academic bodies, reinforcing a narrow and often distorted lens. Challenging these assumptions, he contends, requires moving beyond second-hand analysis and grounding decision-making in on-the-ground observation and lived experience.From renegotiating what 'value' means to understanding why Western growth models break down in Asia's diverse political and social contexts, Eric offers a rare perspective on what it actually takes to operate credibly in a post-Western, Asia-led growth environment. Discussion Points·       Why Western-filtered research and AI-generated analysis fail businesses trying to understand Asian markets·       Concrete examples of Western business models and assumptions breaking down on the ground in Asia·       How Asian markets define value differently - and why pricing strategies built elsewhere so often misfire·       Why 'scale fast, dominate markets' growth assumptions need renegotiating in Asia's diverse contexts·       What nearly 20 years of field project work in Asia reveals that research reports and case studies don't·       How consumption patterns and labour structures in Asia require businesses to rethink core operating models·       What 'post-Western world' means in practice for businesses operating in China, Southeast Asia, and the Middle East·       How to use AI tools responsibly when the training data reflects predominantly Western institutional perspectives·       Why Hong Kong businesses face an urgent reinvention moment - and what that looks like in practice·       The single most important thing Western businesses should do differently before entering or scaling in Asian marketsGuest BioEric Stryson is Managing Director at The Global Institute For Tomorrow (GIFT), an independent pan-Asian think tank with offices in Hong Kong and Kuala Lumpur. He has designed and facilitated more than 60 experiential leadership programmes across fifteen countries in Asia and the Middle East, working with over 3,000 executives from C-suite to high-potential talent. His corporate clients include AIA, BASF, CITIC, DBS, FedEx, HSBC, Marriott, MasterCard, Panasonic, Petronas, Prudential, and Standard Chartered. His public sector clients include the Hong Kong SAR Government, the Dubai Government, the Central Bank of Malaysia, and various provincial and county governments in mainland China. Eric's articles have appeared in the South China Morning Post, Financial Times, China Daily, and The Straits Times, and he has been interviewed by CNBC. Links & Resources·       GIFT website: www.global-inst.com·       Eric Stryson profile: global-inst.com/team/eric-stryson·       SCMP: Reinvention must start now if Hong Kong businesses are to survive change·       FT Letter: A Bric in a de-dollarised wall or a new architecture?·       Digital Transformation Documentary: Eric Stryson on technology causing problems

Apple Intelligence, a privacy-centric personal AI system integrated across Apple's device ecosystem. The technical documentation and press releases detail features such as Siri's enhanced contextual awareness, systemwide writing tools, and on-device image generation. While the rollout is moving forward in regions like the United States and India, it has been paused in the European Union due to regulatory conflicts with the Digital Markets Act. To address regional challenges, Apple has partnered with Baidu in China and is collaborating with Google to power advanced Siri functions via the Gemini model. Furthermore, the sources clarify that Apple unified its operating system version numbers to 26 to align with the 2026 calendar year.

In today's MadTech Daily, we cover terrestrial TV switch-off plans coming under government review, Baidu saying AI is now its primary growth driver despite a revenue drop, and Anthropic set to brief a global watchdog on Mythos cyber flaws. 

Marley Kayden breaks down Baidu's (BIDU) better-than-expected earnings, highlighting strong AI cloud growth and accelerating AI services despite a slight revenue decline. Prosper Trading Academy's Charles Moon walks us through an example options trade.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Ted Thatcher and Brendan Cavanaugh argue Baidu (BIDU) is deeply undervalued, with cash levels nearly matching its market cap. They highlight accelerating AI revenue and growth in Apollo Go, despite China macro and geopolitical pressures. The pair says Baidu's AI push and capital flexibility could mark a turning point for the stock.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Die Wall Street dreht kurz vor Handelsstart ins Plus. Der Iran soll ein neues Friedensangebot eingereicht haben. Vorbörslich wurde die Wall Street noch durch den Nahostkonflikt belastet, nachdem Drohnenangriffe in der Nähe nuklearer Infrastruktur der Vereinigten Arabischen Emiraten stattgefunden haben. Außerdem erhöht Donald Trump den Druck auf den Iran. Gleichzeitig steigt die Rendite der zehnjährigen US-Staatsanleihen mit rund 4,6 Prozent auf den höchsten Stand seit Anfang 2025. Ein Zeichen wachsender Inflations- und Zinssorgen. Schwache Konjunkturdaten aus China verstärken zusätzlich die Sorge über eine Abschwächung der Weltwirtschaft. Im Fokus stehen heute die Aktien von Baidu, nach besser als erwarteten Quartalszahlen und starkem Wachstum im KI-Cloudgeschäft, Bio-Rad nach Berichten über einen Einstieg des aktivistischen Investors Elliott sowie Tesla, nachdem die Preise für das Model Y erstmals seit zwei Jahren angehoben wurden. Analystenseitig sorgt vor allem die Herabstufung von Applied Materials durch Morgan Stanley für Aufmerksamkeit, obwohl der Konzern zuletzt starke Zahlen geliefert hatte. Positiv aufgenommen werden dagegen höhere Kursziele für Nvidia, CrowdStrike und Dell Technologies, die durch anhaltende Dynamik im KI- und Infrastrukturgeschäft getragen werden. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Die Wall Street dreht kurz vor Handelsstart ins Plus. Der Iran soll ein neues Friedensangebot eingereicht haben. Vorbörslich wurde die Wall Street noch durch den Nahostkonflikt belastet, nachdem Drohnenangriffe in der Nähe nuklearer Infrastruktur der Vereinigten Arabischen Emiraten stattgefunden haben. Außerdem erhöht Donald Trump den Druck auf den Iran. Gleichzeitig steigt die Rendite der zehnjährigen US-Staatsanleihen mit rund 4,6 Prozent auf den höchsten Stand seit Anfang 2025. Ein Zeichen wachsender Inflations- und Zinssorgen. Schwache Konjunkturdaten aus China verstärken zusätzlich die Sorge über eine Abschwächung der Weltwirtschaft. Im Fokus stehen heute die Aktien von Baidu, nach besser als erwarteten Quartalszahlen und starkem Wachstum im KI-Cloudgeschäft, Bio-Rad nach Berichten über einen Einstieg des aktivistischen Investors Elliott sowie Tesla, nachdem die Preise für das Model Y erstmals seit zwei Jahren angehoben wurden. Analystenseitig sorgt vor allem die Herabstufung von Applied Materials durch Morgan Stanley für Aufmerksamkeit, obwohl der Konzern zuletzt starke Zahlen geliefert hatte. Positiv aufgenommen werden dagegen höhere Kursziele für Nvidia, CrowdStrike und Dell Technologies, die durch anhaltende Dynamik im KI- und Infrastrukturgeschäft getragen werden. Ein Podcast - featured by Handelsblatt. ► Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet * ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * ► Direkt an der Börse handeln mit tradegate.direct: https://bit.ly/wallstreet_april * +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung

Baidu (BIDU) has vastly outperformed its Chinese tech peers, but as Rick Ducat points out, shares bounced off support several times into its latest rally. He walks investors through the stock chart's one-year history to highlight key support and resistance levels to watch ahead of Monday's earnings. Rick then offers an example options trade for Baidu.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Lisa Nan, Beauty Editor at Jing Daily, joins The Negotiation to break down what's really happening in China's beauty and luxury markets right now. From the rise of C-beauty brands challenging international players to the unexpected virality of Kris Jenner as China's 'money goddess,' Lisa tracks the trends that are reshaping how brands sell in the world's largest beauty market.In this episode, Lisa covers the hottest brands and sub-categories driving growth, the emergence of male beauty and the silver beauty market (50+ consumers), and the decline of mega-anchors in China's livestreaming ecosystem. She explains which domestic and foreign brands are winning, what's replacing the mega-anchor model, and how moments like the Winter Olympics and viral memes reveal deeper shifts in Chinese consumer behavior.Lisa also discusses the current state of China's overall beauty and luxury markets, functional beauty trends like scalp care and science-backed skincare, and the emerging developments international brands should be monitoring closely. Whether you're a brand considering China entry or navigating the market's rapid evolution, this conversation offers actionable insights from one of the industry's sharpest observers. Discussion Points·       Current state of China's beauty market: strengths, weaknesses, and key dynamics shaping 2026·       Overall luxury market health: which brands are cutting stores, which are doubling down, and why·       Hottest domestic C-beauty brands (Proya, Florasis, Winona) and foreign brands succeeding in China·       Fastest-growing sub-categories: scalp care, fragrance, functional beauty, and science-backed products·       Male beauty market expansion: how brands are approaching male consumers differently·       Silver beauty market (50+) finally taking off: who's getting it right and what's driving demand·       Decline of mega-anchors in livestreaming: what happened and what's replacing the mega-anchor model·       Kris Jenner as China's 'money goddess': what viral memes reveal about Gen Z consumer engagement·       Winter Olympics impact: Eileen Gu, Su Yiming, and how brands leverage winter sports moments·       Emerging trends to watch: what's on the radar that international brands might be missing

The EU escalated its DSA probe against Meta over child safety failures on Instagram and Facebook. OpenAI has effectively abandoned its Stargate JV, China suspended new robotaxi licenses after a Baidu outage, and the Musk v. Altman trial kicked off with opening arguments. The European Commission issues preliminary DSA findings against Meta, saying Instagram and Facebook fail to prevent under-13 users from accessing the services (Bloomberg) YouTube rolls out Full Multiview Customization to YouTube TV, letting users pin up to four live streams in a window, after debuting a limited version in 2023 (The Verge) Sources: OpenAI has, in practice, abandoned its Stargate JV in favor of large bilateral deals; execs say its guiding principle remains to "build more compute" (FT) Sources: China suspends issuing Level 4 autonomous vehicle licenses, after 100+ of Baidu's Apollo Go robotaxis stalled and disrupted traffic in Wuhan in March (Bloomberg) OpenAI's Codex instruction set contains a line, repeated several times, that forbids Codex from randomly mentioning goblins, gremlins, and other creatures (Wired) Musk v. Altman: Musk testifies he's suing OpenAI because "it is not okay to steal a charity" and its pivot sets a concerning precedent for philanthropic efforts (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

Chinese authorities have suspended new licenses for autonomous vehicles following a major technical failure in Wuhan where over 100 of Baidu's Apollo Go robotaxis abruptly stalled. The mass outage was reportedly caused by a cloud service anomaly that severed communication, leaving vehicles immobilized in traffic and sparking significant safety concerns. In response, three government ministries have mandated a nationwide safety audit and are pushing for stricter regulations, including a requirement for onboard fallback systems that allow cars to navigate without a network connection. This regulatory freeze has pressured the stock prices of Baidu and its rivals, Pony AI and WeRide, as the industry faces a shift toward more cautious oversight. Despite the halt, companies like Nokia and ImmunityBio continue to report progress in unrelated technological and pharmaceutical sectors. Ultimately, the incident marks a transition for China's self-driving market from aggressive expansion to a resilience-first governance model ahead of mandatory 2027 safety standards.

The AI hype machine is taking up all the oxygen we need to actually stop the harm happening today.This month we heard from three guests who didn't compare notes. Didn't coordinate. And all three circled the same thing: the #AI hype machine isn't just wrong, it's actively making things worse.Capital flows going to “everything machines” instead applications that actually accomplish tasks. Gas turbines burning methane next to communities already carrying four times the national cancer rate. AI chatbots mathematically, not metaphorically, mathematically, engineered to reinforce delusional thinking in vulnerable users. Deepfake abuse still expanding, still mostly targeting women and minors, still unsolved. This is the real harm inventory.This month. Right now.Meanwhile the discourse is about whether a model might hypothetically stage a coup in five years.We're not doing doomer porn. We're saying watch the industry's hands, not the mouth. The boring risks are already here. The extraordinary stuff — the farmer in Morocco beating generalist models with expert-annotated field data, the researcher finding antibiotics with true wet lab work — that's also already here! It's just not getting same headlines and the funding.System Check. This month's episodes, broken down against current events and whatever's rattling around our brainboxes.Mentioned: Smaller models find the same bugs as Mythos Stanford HAI 2026 AI Index Discovering a new class of antibiotics Dmitri Alperovitch's testimony on compute Baidu robotaxi outage MIT CSAIL study on AI psychosis NAACP lawsuit against xAI XAI gas turbines polluting rural communities Northern Virginia datacenter health impacts Human Line Project

In this episode of The Negotiation, host Todd Embley welcomes Dr. Nici Sweaney, founder of AI Her Way and one of the most compelling voices on ethical AI adoption, gender equity in technology, and responsible AI systems.Nici has an extraordinary background. She started in butterfly ecology, spent 17 years as a quantitative scientist in academia, and has worked with the United Nations, World Bank, WWF, Hewlett-Packard, and Salesforce. Named one of Microsoft's Top 10 Trailblazing Entrepreneurs in AI, she's now helping organizations across over 20 industries adopt AI in ways that drive efficiency while maintaining ethical standards.This conversation explores how AI is fundamentally reshaping consumer behavior and brand discovery. Nici breaks down what AI means for marketing strategy, how brands should be thinking about the funnel differently, and where the biggest operational transformations are happening inside consumer businesses.The discussion also tackles critical equity and representation questions. Nici explains why it matters who builds AI systems, how different global models shape what consumers are exposed to, and the practical implications of bias in training data for brands using AI in customer-facing applications.Finally, Nici shares systems-level thinking on AI adoption. She walks through how leadership teams should be approaching this strategically, why governance and ethics need to be built in from the start, and where overwhelmed organizations should begin.This is essential listening for anyone leading AI adoption, building consumer brands, or trying to understand how AI is changing the way people discover, evaluate, and buy products.Discussion Points·       Nici's journey from butterfly ecology to quantitative science to founding AI Her Way·       What AI Her Way does and who it serves across 20+ industries·       How AI is reshaping consumer behavior, brand discovery, and purchasing decisions·       Marketing transformation: rethinking the funnel, channels, and content creation in an AI-driven world·       Operational impact: where consumer brands are seeing the biggest AI-driven transformations·       Why equity and representation in AI matter for consumer-facing applications·       How different global models (Western vs Chinese vs others) shape what consumers see·       Practical implications of bias in AI training data for brands·       Systems-level thinking: how leadership teams should approach AI adoption strategically·       Building governance and ethical frameworks from the start, not as an afterthought·       Where overwhelmed organizations should start with AI adoption·       Closing the AI gender gap and why women need to help shape AI's future·       Big shifts coming in AI over the next 2-5 years for consumer behavior and brand marketing·       Key takeaway for business leaders and marketers on AI

Ze hadden het zich bij ASML nog zó voorgenomen: we gaan niet meer vertellen hoeveel nieuwe orders er zouden binnenkomen. Maar dan maak je een klapper van een kwartaal en dan kan topman Fouquet het toch niet helemaal laten – ASML krijgt meer bestellingen dan het kan leveren. Het wordt een mooi jaar! Maar hoe zit het met de exportrestricties? En na een aanvankelijke opmars, donderde de koers - volgens traditie - alsnog in elkaar. Waarom toch weer?! En een opmerkelijke koerswijziging: Uber gooit het stuur finaal om. Waar het verdienmodel altijd bestond uit het financieel meeliften op andermans ritjes, gaan ze nu vol investeren in rototaxi’s. Van kapitaal-light naar kapitaal-intensief – is dat nou een slimme strategie? Verder: Gewerenmaker Colt CZ maakt zijn debuut op het Damrak Luxeproblemen, deel II: Hermès en Kering hebben last van het conflict in het Midden-Oosten Verzekeraar Aegon stoot de Britse tak af aan Standard Life Waarom Europese bedrijven beter niet een beursnotering aan Wall Street kunnen nastreven – als we de topman van Euronext Brussel moeten geloven… Te gast is Marc Langeveld van het Antaurus AI Tech Fund. BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille. See omnystudio.com/listener for privacy information.

Dans cet épisode solo, je reviens sur une position que j'ai longtemps défendue, celle de tempérer face au catastrophisme ambiant sur l'IA, et j'explique pourquoi les preuves qui s'accumulent depuis quelques mois m'obligent à regarder les choses autrement. Pas pour rejoindre la panique, mais parce qu'une position qui ne s'interroge jamais devient une posture, pas une analyse.Dans cet épisode, nous parlons de la contradiction structurelle au cœur du capitalisme numérique : l'IA générative détruit les emplois cognitifs de niveau intermédiaire, précisément ceux qui constituent la base de consommation sur laquelle repose l'économie. J'ai questionné les travaux de Nick Dyer-Witheford, Karen Hao, Emad Mostaque et Anis Rahman sur ce que ça signifie concrètement, au-delà des chiffres de Goldman Sachs et des fuites internes d'Anthropic. Et parce que je déteste laisser les gens dans un état d'impuissance intellectuelle pire qu'avant la lecture, je finis sur des exemples concrets, locaux, qui montrent qu'une autre IA est possible même si les rapports de forces sont pour l'instant très déséquilibrés. Le tout pour vous redonner envie du futur bien sur :)CITATIONS MARQUANTES"Il y a un mot pour décrire un système qui détruit méthodiquement sa propre base de clients. Ce mot n'est pas 'innovation' mais 'suicide'.""C'est la boîte qui construit les outils qui sonne elle-même l'alarme sur leur impact. Ce n'est pas un philosophe marxiste.""Ils ont entraîné leurs propres remplaçants." (sur les travailleurs d'annotation de Nairobi, Manille, Lahore)"Regarde qui te chuchote à l'oreille chaque jour, et demande-toi de qui c'est l'intérêt." (Emad Mostaque)"Une position qui ne s'interroge jamais elle-même, c'est une posture, pas une analyse."IDÉES CENTRALES 1. Le contrat de Ford est rompu, par design Henry Ford payait ses ouvriers pour qu'ils puissent acheter ses voitures : le capital paie le travail, le travail consomme, la production nourrit le capital. L'IA générative rompt ce cercle en rendant le capital structurellement indépendant du travail humain. Ce n'est pas un bug du système, c'est une conséquence logique de sa propre optimisation poussée à l'extrême. C'est important parce que cela remet en cause le mécanisme de stabilisation automatique sur lequel les démocraties libérales se sont appuyées depuis Keynes.2. L'IA s'attaque précisément aux emplois qui étaient censés être la solution Contrairement aux révolutions industrielles précédentes qui frappaient d'abord les peu qualifiés, l'IA générative cible le travail cognitif intermédiaire : analyse, rédaction, code, diagnostic, comptabilité, marketing. Ces emplois constituaient la colonne vertébrale des classes moyennes éduquées. Ce sont eux qui avaient fait les études recommandées pour s'adapter. Si eux ne peuvent pas, qui peut ?3. La disruption du mécanisme de relance économique Quand les banques centrales baissent les taux pour relancer l'emploi, les entreprises recrutent désormais des agents IA, pas des travailleurs humains. Le lien entre capital et emploi se rompt pour la première fois depuis deux siècles. Et contrairement à toutes les crises précédentes, l'IA ne devient pas moins intelligente après une récession.4. La broligarchy et la capture réglementaire Les "Magnificent Seven" contrôlent 90,2% des modèles d'IA notables mondiaux. En 2024, les entreprises privées ont investi 109 milliards de dollars dans l'IA, contre 5,3 milliards d'investissement public. Sam Altman se pose en défenseur de la régulation en public et fait du lobby pour l'affaiblir en coulisses. L'administration Trump a inclus un moratoire de dix ans sur toute régulation étatique de l'IA. C'est une capture de la démocratie, pas seulement une concentration de marché.5. L'IA coloniale et la souveraineté cognitive L'IA ne transmet pas seulement des informations, elle transmet les valeurs et le cadre moral de ceux qui l'ont construite. Quand 90% des modèles viennent de Silicon Valley, la question de la souveraineté cognitive devient aussi urgente que la souveraineté économique. Et le "colonialisme par l'IA" s'exerce aussi dans le sud global, où des travailleurs ont littéralement entraîné les outils qui ont ensuite concurrencé leur propre travail.6. L'IA-vélo contre l'IA-fusée Karen Hao propose une distinction utile : l'IA-fusée, paradigme dominant à des centaines de milliards de paramètres visant l'AGI, et l'IA-vélo, des outils à échelle humaine pour des besoins spécifiques. Les architectures techniques sont les mêmes. Ce qui diffère, c'est le principe directeur. Des exemples comme Te Hiku Media en Nouvelle-Zélande, Chattanooga dans le Tennessee ou le modèle S1 développé pour 70 dollars prouvent que le choix existe.7. La destruction créatrice a un problème de rythme L'argument de Schumpeter tient sur le fond : chaque vague technologique crée plus qu'elle ne détruit. Mais il bute sur le rythme. La machine à vapeur s'est étalée sur des décennies. L'IA générative frappe en années. Si le pouvoir d'achat des classes moyennes disparaît avant que de nouveaux emplois émergent, qui consomme les produits que les entreprises continuent de produire ?QUESTIONS DE L'ÉPISODEEst-ce que ma position rassurante sur l'IA reflétait une lecture lucide, ou était-elle aussi une façon d'éviter une conclusion que je n'avais pas envie de regarder en face ?Le capitalisme peut-il fonctionner sans consommateurs, et les consommateurs peuvent-ils exister sans travailleurs ?Qu'est-ce qui différencie fondamentalement l'IA générative des révolutions industrielles précédentes en termes d'impact sur l'emploi ?Pourquoi l'argument de la "destruction créatrice" de Schumpeter bute-t-il cette fois sur quelque chose de structurellement différent ?Comment fonctionne concrètement la capture réglementaire par les grandes entreprises tech, et qu'est-ce que l'exemple de Sam Altman révèle sur ce phénomène ?Qu'est-ce que le sort des travailleurs d'annotation du sud global dit de la nature systémique de l'IA capitaliste ?Pourquoi le mécanisme de relance économique des banques centrales risque-t-il de ne plus fonctionner dans un monde d'IA générative ?Qu'est-ce que la distinction entre "IA-fusée" et "IA-vélo" change concrètement à la façon dont on peut construire et déployer ces technologies ?Comment des initiatives locales comme Te Hiku Media ou Chattanooga incarnent-elles une alternative crédible au paradigme dominant ?Quelle est votre part personnelle dans cette reconfiguration, en tant qu'individu, professionnel, citoyen ?RÉFÉRENCES CITÉESLivres et rapportsInhuman Power : Artificial Intelligence and the Future of Capitalism de Nick Dyer-Witheford (2019, + Cybernetic Circulation Complex, 2026, Verso). Thèse centrale : l'IA comme instrument par lequel le capital se rend indépendant du travail humain. Référence tout au long du texte.The Last Economy d'Emad Mostaque (août 2025, disponible gratuitement). Fondateur de Stability AI, ex-gérant de fonds. Concept de "transition de phase" et des "mille jours". Utilisé sur la chute des coûts de l'IA et la fin du mécanisme de relance keynésien.Empire of AI : Dreams and Nightmares in Sam Altman's OpenAI de Karen Hao (2025). Journaliste, ex-MIT Technology Review. Travailleurs d'annotation, double discours sur l'AGI, distinction IA-fusée vs IA-vélo.Is Another AI Possible ? d'Anis Rahman (rapport, Annenberg School / Media Inequality & Change Center, Université de Washington, disponible gratuitement). Concentration des modèles, investissements publics vs privés, initiatives alternatives.AI Snake Oil de Narayanan et Kapoor (Princeton University Press). Cité comme référence pour "démêler le réel du fantasme dans le discours tech".Personnes et institutions citéesHenry Ford : intuition du salaire comme condition de la consommation (1914, 5 dollars/jour).Karl Marx : concept de "sujet automatique" dans les Grundrisse (vers 1850).Joseph Schumpeter : concept de "destruction créatrice".Andrew Ng (ex-Baidu, ex-Google Brain, Stanford) : formule "l'IA est la nouvelle électricité".Dario Amodei (Anthropic) : projection de 10 à 20% de chômage dans certaines catégories professionnelles sur 5 ans.Goldman Sachs : estimation de 300 millions d'emplois à plein temps à risque.FMI : 89% des emplois de services externalisés aux Philippines à haut risque d'automatisation.PwC : l'IA ajoutera 15 700 milliards de dollars au PIB mondial, 70% ira aux États-Unis et à la Chine.Amy Webb et Sam Jordan (Future Today Institute) : concept de "crédit de contribution".Les Magnificent Seven : Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, Tesla (90,2% des modèles d'IA notables).Initiatives et exemplesTe Hiku Media (radio Maori, Nouvelle-Zélande) : développement souverain d'outils IA en langue Maori, principe "kia tangata whenua".Chattanooga, Tennessee : réseau haut débit municipal, 900 communautés américaines ayant suivi.Modèle S1 (Stanford / Université de Washington) : modèle de raisonnement comparable à OpenAI pour 70 dollars de frais cloud.xAI d'Elon Musk à Memphis, Tennessee : data center dans quartier majoritairement noir, dégradation de qualité de l'air signalée.TIMESTAMPS CLÉS Note : il s'agit d'une newsletter sans timestamps réels. Les repères ci-dessous sont structurés par section éditoriale et peuvent servir de chapitres si l'épisode est enregistré.00:00 Introduction : pourquoi j'ai changé de position sur l'IA Pendant dix ans j'ai tempéré le catastrophisme. Quelque chose a changé. Des gens autour de moi perdent des contrats qu'ils avaient depuis dix ans. Je reviens sur ma posture et j'explique ce qui m'a forcé à regarder les choses autrement.06:00 La contradiction centrale : le capitalisme peut-il se passer de consommateurs ? L'intuition de Ford et pourquoi elle s'effondre. Pas de travail, pas de salaires, pas de consommation, pas de capitalisme. La vraie question n'est peut-être pas "l'IA va-t-elle tuer des emplois ?" mais "l'IA va-t-elle tuer le système qui l'a créée ?"12:00 Ce que les chiffres disent vraiment Goldman Sachs, Dario Amodei, les fuites internes d'Anthropic. Un "white-collar bloodbath" annoncé par la boîte qui construit les outils. La nature de cette vague est différente des précédentes : elle frappe d'abord les cols blancs qualifiés.20:00 Nick Dyer-Witheford et le capital qui se libère du travail "Inhuman Power" et la thèse centrale : l'IA comme instrument par lequel le capital pourrait se rendre structurellement indépendant du travail humain. Marx avait formulé ça comme une crainte théorique. On s'en approche.28:00 La fin du mécanisme keynésien de relance Quand les banques centrales baissent les taux, les entreprises recrutent des agents IA, pas des humains. Ce mécanisme qui a fonctionné pendant deux siècles risque de ne plus fonctionner du tout. Personne ne le formule clairement dans le débat public.36:00 Le sud global et l'extraction coloniale Les Philippines, le Bangladesh, les travailleurs d'annotation de Nairobi et Manille. Ils ont entraîné leurs propres remplaçants. Karen Hao et la dimension coloniale de ce modèle économique.44:00 La broligarchy et la capture réglementaire 109 milliards d'investissement privé contre 5,3 milliards publics. Sam Altman défenseur de la régulation en public, lobbyiste pour l'affaiblir en coulisses. Le moratoire de dix ans de l'administration Trump. Ce n'est pas qu'une question de marché.52:00 L'argument de Schumpeter est réel, mais il a un problème de rythme La destruction créatrice a toujours fonctionné. Mais sur des décennies, pas des années. Si le pouvoir d'achat s'effondre avant que de nouveaux emplois émergent, qui consomme la production ?60:00 L'IA-vélo contre l'IA-fusée : une autre IA est possible Te Hiku Media, Chattanooga, le modèle S1 à 70 dollars. La distinction de Karen Hao entre l'IA construite pour la performance commerciale et l'IA construite à échelle humaine pour des usages définis. Ce sont les mêmes architectures techniques.70:00 Ce que vous pouvez faire maintenant : individu, collectif, citoyen Trois niveaux d'action concrets. Parce que je déteste les textes qui laissent dans l'impuissance. Les décisions se prennent maintenant, pas dans dix ans.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

In this rapid-fire update episode of The Negotiation, our host, Todd Embley, sits down with Jacob Cooke, CEO and Co-Founder of WPIC Marketing + Technologies, for a fast-paced conversation covering the biggest developments in China's e-commerce and AI landscape.Jake unpacks Alibaba's recent earnings—why he's encouraged despite weak earnings—and breaks down the significance of their new AI business unit, Token Hub, and the Wukong platform. The conversation explores the OpenClaw phenomenon sweeping China and what it means for enterprise AI adoption.The episode also dives into WPIC's latest annual data report, revealing strong growth across China's e-commerce market and the dramatic platform shift toward Douyin. Jake shares fascinating insights on the pet category—including the explosive growth of live dog and cat sales on social commerce platforms—and highlights other standout trends in nutraceuticals, fashion, and sports.Jake also provides his read on Canada-China relations following Prime Minister Mark Carney's historic visit, discusses the excitement around Canadian journalists being back on the ground in Beijing, and shares what the diplomatic reset means for Canadian brands like Lululemon, Arc'teryx, and Canada Goose.This is a must-listen for anyone tracking China's consumer market, AI developments, or Canada-China business opportunities. Enjoy!Discussion Points·      Alibaba's latest earnings: why Jake is encouraged despite net income down 66%·      Token Hub and Wukong: How Alibaba is restructuring to monetize AI through tokens instead of subscriptions·      The OpenClaw phenomenon: Why it's exploding in China and how cheap, capable models fuel adoption·      WPIC's annual data report: Top-level takeaways on China's e-commerce market (2023-2025)·      Pet market deep-dive: 20.4% growth and the rise of live pet sales on Douyin·      Nutraceuticals surge: 27.3% growth and Douyin overtaking Tmall for the first time·      Canada-China relations: What PM Carney's visit means for business and why CBC journalists being back matters·      Canadian brand performance: How Lululemon, Arc'teryx, and Canada Goose are doing on the ground·      Increased business confidence: Western leaders' visits to China and rising brand interest·      Key message for international brands entering or expanding in China in 2026

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo expanding service to the San Antonio Airport, the company's need for another OEM partner and Baidu's mishap in China.With Waymo opening service at the San Antonio Airport complete with curbside drop offs and a short walk to the designated rideshare pickup area, the conversation evolves into a deeper discussion about airport politics and robotaxis.Which brings us to Waymo and their current vehicle fleet. Does Waymo have enough vehicles to continue to scale at the pace they are scaling? Or do they need an additional OEM partner? Or will an 800 volt charging architecture solve their vehicle supply issue? Walt says Waymo needs more vehicles, while Grayson predicts that Waymo will announce an additional OEM partner by the end of the year and give the market more details on their relationship with Toyota.Over in China, Baidu's Apollo Go suffered a major mishap with vehicles stopping, causing crashes and trapping passengers for up to two hours in their robotaxis, raising questions about the current state of Chinese autonomous driving technology.Wrapping up the conversation, Grayson and Walt discuss WeRide going driverless in Dubai with Uber and launching 11 vehicles in Singapore with Grab as part of the foreign autonomy desk.Episode Chapters00:00 Waymo Expands to the San Antonio Airport06:07 Does Waymo Need Another OEM Partner?13:24 800 Volt Charging Architecture and Fleet Scaling19:05 Baidu's Apollo Go Robotaxis Fail in Wuhan23:47 China's Autonomous Belt and Road Strategy26:33 Waabi30:02 Tesla Austin Robotaxi Expansion33:14 FSD 14.338:00 Senator Markey Remote Operators Investigation41:34 Foreign Autonomy Desk45:50 Next Week--------About The Road to AutonomyThe Road to Autonomy is the definitive media brand covering the Autonomy Economy™. Through our podcasts, newsletter, and proprietary market intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Timestamps: 0:00 HAHAHAHAHA FUN 0:15 Big Tech under threat 1:52 AI putting Open Source at risk 3:31 April Fool's Roundup 6:34 QUICK BITS INTRO 6:49 Claude Code source code leak 7:37 Artemis II lunar mission launch 8:17 Oracle fires thousands of workers 9:08 Baidu robotaxis freeze on roads 9:59 Memory chips that work at 700 degrees NEWS SOURCES: https://lmg.gg/HJ1NI Learn more about your ad choices. Visit megaphone.fm/adchoices

This week on Autonomy Signals, Grayson Brulte and Rob Grant discuss China's $400 billion robotics investment, surging Chinese auto exports with advanced autonomous driving systems (ADAS), and rising compute costs that could reshape the autonomy economy.China is preparing to invest $400 billion in robotics this year as the country looks to further strengthen its current physical AI dominance. As China prepares to further invest in robotics, Chinese technology companies such as Xpeng that manufacture electric vehicles are beginning to share manufacturing lines and supply chains between electric vehicles and humanoid robots, reducing labor costs by 35%.With Xpeng aims to produce a thousand humanoids a month by year end. AUTNMY AI's proprietary AI algorithm, OMEGA, assesses that this convergence ensures Chinese humanoid platforms could achieve commercial viability 24 to 36 months ahead of US counterparts, and that standalone US robotics startups lacking automotive manufacturing synergies could face a mass extinction event by 2028.As China invests in robotics at home, Chinese automakers exported a record 7.1 million cars in 2025 with nearly 50% featuring advanced ADAS, and that pattern is only accelerating in 2026 partly due to margin compression on the mainland.While China is accelerating its export of electric vehicles with ADAS, Chinese autonomous vehicle companies, WeRide, Baidu and Pony AI are rapidly expanding into the Middle East, Europe, and Southeast Asia through partnerships with Uber and Lyft, allowing these companies to bypass customer acquisition costs and avoid potential regulatory friction.This is setting up to be a potential Autonomous Belt and Road Initiative, where China embeds its autonomous driving technology into global transit systems, both public and private sector, the same way Belt and Road embedded Chinese influence through infrastructure investment.Closing out the show, the third signal points to a potential compute cost inflation cycle with AMD and Intel likely looking to raise chip prices 15% amid a global shortage. Tying all of the signals together, OMEGA assesses that the primary constraints on the autonomy economy are no longer software or LLM capabilities but NdFeB magnets, high torque actuators, and advanced semiconductor packaging.Episode Chapters00:00 AUTNMY AI00:40 Signal 1: China's Planned $400 Billion Investment in Robotics21:11 Signal 2: Surging Chinese Automotive Exports & Growing Global Robotaxi Expansions 40:06 Signal 3: Increasing Compute Costs44:01 Closing--------About The Road to AutonomyThe Road to Autonomy is the leading market intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™. Through our podcasts, newsletter, and proprietary market intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Subscribe today for free: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

00:00 Intro01:24 Chinese “American Dream” Through U.S. Surrogates03:43 Babies Raised in Communist China Can Vote in America04:18 China Uses “Shadow Fleet” to Evade Oil Sanctions: Report05:49 Shadow Networks Could Secretly Move Weapons06:18 U.S. Rebuilds Bases Near Asia Amid China Tensions07:22 China Continues Escalating Tensions in Indo-Pacific07:59 Canada Theater Cancels Shows After “Bomb Threat” Emails09:48 U.S. Revokes Citizenship of Chinese Couple in Theft Case11:20 Lawmaker Urges Trump to Press China on Human Rights12:14 CCP Accused of Mass Forced Organ Harvesting13:20 Moolenaar: Religious Persecution Under Xi Intensifies14:12 Senators Plan Taiwan Trip Ahead of Trump-Xi Meeting15:23 Baidu's Apollo Go Robotaxis Stall Mid-Ride16:19 Trump Offers New Plan on Strait of Hormuz | Analysis16:54 Newsham: Iran War May Reshape Global Energy Market18:20 How China Could Exploit Taiwan's Energy Dependence19:59 China's Vulnerability: Reliance on Energy Imports21:00 Weakened Militaries: How Much Can Allies Do in a Crisis?

- Fuel Crisis Drives Global Surge in EV Interest - Robotaxis Launch Globally Despite New Safety Concerns - Nissan Says It Can't Build Low-Cost Cars in U.S. - Toyota Joins Heavy-Duty Truck Fuel Cell Venture - Aeva Stock Surges After NVIDIA Partnership - Mercedes Invests $4 Billion In Alabama Plant - Mercedes Reveals Updated GLE and GLS Models  - Volkswagen Debuts Redesigned Atlas SUV - Chrysler Pacifica Launches with Updated Exterior Styling - Kia Debuts New Seltos and Electric EV3 SUV

- Fuel Crisis Drives Global Surge in EV Interest - Robotaxis Launch Globally Despite New Safety Concerns - Nissan Says It Can't Build Low-Cost Cars in U.S. - Toyota Joins Heavy-Duty Truck Fuel Cell Venture - Aeva Stock Surges After NVIDIA Partnership - Mercedes Invests $4 Billion In Alabama Plant - Mercedes Reveals Updated GLE and GLS Models  - Volkswagen Debuts Redesigned Atlas SUV - Chrysler Pacifica Launches with Updated Exterior Styling - Kia Debuts New Seltos and Electric EV3 SUV

Who gets to define what intelligence means in the age of AI, and why are tech companies so keen to shift blame onto their creations? This episode digs into moral outsourcing, agency, and the urgent need for independent oversight in the world of artificial intelligence. Nvidia Unveils NemoClaw Agent Software Nvidia's NemoClaw is OpenClaw with guardrails Jensen just put Nvidia's Blackwell and Vera Rubin sales projections into the $1 trillion stratosphere Nvidia Unveils Groq-Based Chip System to Speed Up AI Tasks Like Coding Nvidia's DLSS 5 is like motion smoothing for video games, but worse Zuckerberg has "finished" with Alexandr Wang, worth US$14 billion Meta didn't buy Moltbook for bots — it bought into the agentic web Meta's Manus AI agent arrives on your desktop to take on OpenClaw Introducing GPT-5.4 mini and nano | OpenAI Sources: OpenAI signed a deal with AWS to sell its AI services to US government agencies for both classified and unclassified work, amid the Anthropic-DOD spat Inside OpenAI's Race to Catch Up to Claude Code OpenAI, Musk and Focus A mystery 1T-parameter AI model called Hunter Alpha, which appeared on OpenRouter on March 11, sparks speculation that DeepSeek is quietly testing its V4 model Hustlers are cashing in on China's OpenClaw AI craze Baidu is integrating OpenClaw with its Xiaodu devices to work as voice-controlled remotes, as it seeks to catch up with Tencent and Alibaba in the AI race Tennessee grandmother jailed after AI facial recognition error links her to fraud Judges Find AI Doesn't Have Human Intelligence in Two New Court Cases - Slashdot AI Agent Hacks McKinsey A study of ~1,500 US workers finds AI use can reduce burnout but also cause "AI brain fry", a mental fatigue from using AI tools beyond one's cognitive capacity AI companies want to harvest improv actors' skills to train AI on human emotion A Reddit Post, An AI Hallucination, And Two Lawyers Who Never Checked Citations Walk Into A Dog Custody Case Digg's open beta shuts down after just two months, blaming AI bot spam EchoPrime – Cedars-Sinai’s AI system can read echocardiograms and write the report Robotic Surgery Performed Remotely on Patient 1,500 Miles Away - Slashdot Ex-Uber CEO Kalanick Debuts Plan for 'Gainfully Employed Robots' German philosopher Jürgen Habermas dies at 96 CanIRun.ai — Can your machine run AI models? We tried White Castle from an airport vending machine. It was bleak. I tried BigArch. A big mess. Hosts: Leo Laporte, Jeff Jarvis, and Fr. Robert Ballecer, SJ Guest: Rumman Chowdhury Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: spaceship.com/twit outsystems.com/twit zscaler.com/security preview.modulate.ai

Who gets to define what intelligence means in the age of AI, and why are tech companies so keen to shift blame onto their creations? This episode digs into moral outsourcing, agency, and the urgent need for independent oversight in the world of artificial intelligence. Nvidia Unveils NemoClaw Agent Software Nvidia's NemoClaw is OpenClaw with guardrails Jensen just put Nvidia's Blackwell and Vera Rubin sales projections into the $1 trillion stratosphere Nvidia Unveils Groq-Based Chip System to Speed Up AI Tasks Like Coding Nvidia's DLSS 5 is like motion smoothing for video games, but worse Zuckerberg has "finished" with Alexandr Wang, worth US$14 billion Meta didn't buy Moltbook for bots — it bought into the agentic web Meta's Manus AI agent arrives on your desktop to take on OpenClaw Introducing GPT-5.4 mini and nano | OpenAI Sources: OpenAI signed a deal with AWS to sell its AI services to US government agencies for both classified and unclassified work, amid the Anthropic-DOD spat Inside OpenAI's Race to Catch Up to Claude Code OpenAI, Musk and Focus A mystery 1T-parameter AI model called Hunter Alpha, which appeared on OpenRouter on March 11, sparks speculation that DeepSeek is quietly testing its V4 model Hustlers are cashing in on China's OpenClaw AI craze Baidu is integrating OpenClaw with its Xiaodu devices to work as voice-controlled remotes, as it seeks to catch up with Tencent and Alibaba in the AI race Tennessee grandmother jailed after AI facial recognition error links her to fraud Judges Find AI Doesn't Have Human Intelligence in Two New Court Cases - Slashdot AI Agent Hacks McKinsey A study of ~1,500 US workers finds AI use can reduce burnout but also cause "AI brain fry", a mental fatigue from using AI tools beyond one's cognitive capacity AI companies want to harvest improv actors' skills to train AI on human emotion A Reddit Post, An AI Hallucination, And Two Lawyers Who Never Checked Citations Walk Into A Dog Custody Case Digg's open beta shuts down after just two months, blaming AI bot spam EchoPrime – Cedars-Sinai’s AI system can read echocardiograms and write the report Robotic Surgery Performed Remotely on Patient 1,500 Miles Away - Slashdot Ex-Uber CEO Kalanick Debuts Plan for 'Gainfully Employed Robots' German philosopher Jürgen Habermas dies at 96 CanIRun.ai — Can your machine run AI models? We tried White Castle from an airport vending machine. It was bleak. I tried BigArch. A big mess. Hosts: Leo Laporte, Jeff Jarvis, and Fr. Robert Ballecer, SJ Guest: Rumman Chowdhury Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: spaceship.com/twit outsystems.com/twit zscaler.com/security preview.modulate.ai

Who gets to define what intelligence means in the age of AI, and why are tech companies so keen to shift blame onto their creations? This episode digs into moral outsourcing, agency, and the urgent need for independent oversight in the world of artificial intelligence. Nvidia Unveils NemoClaw Agent Software Nvidia's NemoClaw is OpenClaw with guardrails Jensen just put Nvidia's Blackwell and Vera Rubin sales projections into the $1 trillion stratosphere Nvidia Unveils Groq-Based Chip System to Speed Up AI Tasks Like Coding Nvidia's DLSS 5 is like motion smoothing for video games, but worse Zuckerberg has "finished" with Alexandr Wang, worth US$14 billion Meta didn't buy Moltbook for bots — it bought into the agentic web Meta's Manus AI agent arrives on your desktop to take on OpenClaw Introducing GPT-5.4 mini and nano | OpenAI Sources: OpenAI signed a deal with AWS to sell its AI services to US government agencies for both classified and unclassified work, amid the Anthropic-DOD spat Inside OpenAI's Race to Catch Up to Claude Code OpenAI, Musk and Focus A mystery 1T-parameter AI model called Hunter Alpha, which appeared on OpenRouter on March 11, sparks speculation that DeepSeek is quietly testing its V4 model Hustlers are cashing in on China's OpenClaw AI craze Baidu is integrating OpenClaw with its Xiaodu devices to work as voice-controlled remotes, as it seeks to catch up with Tencent and Alibaba in the AI race Tennessee grandmother jailed after AI facial recognition error links her to fraud Judges Find AI Doesn't Have Human Intelligence in Two New Court Cases - Slashdot AI Agent Hacks McKinsey A study of ~1,500 US workers finds AI use can reduce burnout but also cause "AI brain fry", a mental fatigue from using AI tools beyond one's cognitive capacity AI companies want to harvest improv actors' skills to train AI on human emotion A Reddit Post, An AI Hallucination, And Two Lawyers Who Never Checked Citations Walk Into A Dog Custody Case Digg's open beta shuts down after just two months, blaming AI bot spam EchoPrime – Cedars-Sinai’s AI system can read echocardiograms and write the report Robotic Surgery Performed Remotely on Patient 1,500 Miles Away - Slashdot Ex-Uber CEO Kalanick Debuts Plan for 'Gainfully Employed Robots' German philosopher Jürgen Habermas dies at 96 CanIRun.ai — Can your machine run AI models? We tried White Castle from an airport vending machine. It was bleak. I tried BigArch. A big mess. Hosts: Leo Laporte, Jeff Jarvis, and Fr. Robert Ballecer, SJ Guest: Rumman Chowdhury Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: spaceship.com/twit outsystems.com/twit zscaler.com/security preview.modulate.ai

Who gets to define what intelligence means in the age of AI, and why are tech companies so keen to shift blame onto their creations? This episode digs into moral outsourcing, agency, and the urgent need for independent oversight in the world of artificial intelligence. Nvidia Unveils NemoClaw Agent Software Nvidia's NemoClaw is OpenClaw with guardrails Jensen just put Nvidia's Blackwell and Vera Rubin sales projections into the $1 trillion stratosphere Nvidia Unveils Groq-Based Chip System to Speed Up AI Tasks Like Coding Nvidia's DLSS 5 is like motion smoothing for video games, but worse Zuckerberg has "finished" with Alexandr Wang, worth US$14 billion Meta didn't buy Moltbook for bots — it bought into the agentic web Meta's Manus AI agent arrives on your desktop to take on OpenClaw Introducing GPT-5.4 mini and nano | OpenAI Sources: OpenAI signed a deal with AWS to sell its AI services to US government agencies for both classified and unclassified work, amid the Anthropic-DOD spat Inside OpenAI's Race to Catch Up to Claude Code OpenAI, Musk and Focus A mystery 1T-parameter AI model called Hunter Alpha, which appeared on OpenRouter on March 11, sparks speculation that DeepSeek is quietly testing its V4 model Hustlers are cashing in on China's OpenClaw AI craze Baidu is integrating OpenClaw with its Xiaodu devices to work as voice-controlled remotes, as it seeks to catch up with Tencent and Alibaba in the AI race Tennessee grandmother jailed after AI facial recognition error links her to fraud Judges Find AI Doesn't Have Human Intelligence in Two New Court Cases - Slashdot AI Agent Hacks McKinsey A study of ~1,500 US workers finds AI use can reduce burnout but also cause "AI brain fry", a mental fatigue from using AI tools beyond one's cognitive capacity AI companies want to harvest improv actors' skills to train AI on human emotion A Reddit Post, An AI Hallucination, And Two Lawyers Who Never Checked Citations Walk Into A Dog Custody Case Digg's open beta shuts down after just two months, blaming AI bot spam EchoPrime – Cedars-Sinai’s AI system can read echocardiograms and write the report Robotic Surgery Performed Remotely on Patient 1,500 Miles Away - Slashdot Ex-Uber CEO Kalanick Debuts Plan for 'Gainfully Employed Robots' German philosopher Jürgen Habermas dies at 96 CanIRun.ai — Can your machine run AI models? We tried White Castle from an airport vending machine. It was bleak. I tried BigArch. A big mess. Hosts: Leo Laporte, Jeff Jarvis, and Fr. Robert Ballecer, SJ Guest: Rumman Chowdhury Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: spaceship.com/twit outsystems.com/twit zscaler.com/security preview.modulate.ai

Plus: Mistral AI lands tech consulting group Accenture as latest big client. And Stellantis targets return to profit after scaling back costly EV investments. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices