Podcasts about ByteDance

US futures are trading higher, while European markets opened with strong gains. The US dollar has weakened noticeably, with most Asian currencies strengthening except the yen. Treasury yields are up at the short end but down at the long end, and sovereign yields in Asia have declined. Crude oil prices are lower, although Brent and WTI have recovered somewhat from their lows. Precious metals are showing solid strength, base metals remain supported, and cryptocurrencies are trading higher as well. The US and Iran have confirmed that a deal to end their conflict has been reached, with a signing ceremony scheduled for 19-Jun in Switzerland. The Strait of Hormuz will reopen once the agreement is signed, although President Trump noted that time will be needed to clear mines. Trump also stated that shipping will resume without tolls and that the US will immediately end its naval blockade. However, it remains unclear how the reopening of the Strait will align with Iran's ongoing assertion of sovereignty and its claimed right to collect fees. Companies Mentioned: Woodside Energy Group, Exxon Mobil, Uniper, ByteDance, Shanghai Iluvatar CoreX Semiconductor

Microsoft Build 2026 announced an end-to-end agentic AI stack. COMPUTEX Taipei confirmed heterogeneous AI infrastructure across ARM, Marvell, Intel, Qualcomm, and NVIDIA. Alphabet raised $80 billion. Cisco Live repositioned the network as the AI platform. Patrick Moorhead and Daniel Newman break it all down alongside earnings from Broadcom, HPE, Palo Alto Networks, and CrowdStrike, plus the token cost conversation, the edge AI push, and what Palantir and Oracle are saying about proprietary data as the real AI moat. The handpicked topics for this week are: Microsoft Build 2026 Announced an End-to-End Agentic AI Stack: Microsoft shipped MAI-Thinking-1, its first homegrown thinking model, alongside Scout, Microsoft IQ, Project Solara, and a Majorana 2 quantum update targeting a 2029 commercial timeline with claims of a 1,000x reliability gain. Pat describes MAI-Thinking-1 as likely better than Sonnet 4.6 in blind testing and delivering close to GPT 5.5 quality at a far lower cost. Scout is Microsoft's first autopilot agent, anchoring the M365 Agent Suite with Office Pilot Agent Mode and Agent 365. Microsoft IQ serves as the context layer, integrating M365, business data, boundary IQ, and web IQ with GitHub Copilot, Foundry, and Copilot Studio. Project Solara is a new Android-based platform built for agent-first devices across transportation, retail, and hospital settings. Microsoft also added 83 Unix commands to the Windows stack. Dan frames Microsoft's real play as distribution, not frontier model development, noting that the open model ecosystem being pulled into the platform will matter more to CFOs managing token costs at scale. (The Decode) The AI Stack Goes Multi-Silicon — COMPUTEX Taipei 2026 Confirms Heterogeneous AI Infrastructure: ARM's AGI CPU is in production with Google moving its TPU head node to ARM, and adding Oracle and ByteDance as new customers. ARM also introduced a new switch, the TT100, and put the 51T CPO switch on stage. Marvell received a trillion-dollar company endorsement from Jensen Huang, adding $90 billion in market cap on the comment alone. Intel announced disaggregated inference details and Xeon 6+ Clearwater Forest, its first 18A data center processor. Vista Equity and Cambium Capital announced a NeoCloud called Vector Core Compute, with Xeon 6 handling orchestration, Salmonova RUs handling decode, and Blackwell GPUs handling pre-fill. Qualcomm's Cristiano Amon announced the Dragonfly data center brand with Snapdragon C details coming at their June investor day. The WSTS raised the 2026 semiconductor TAM forecast by 90% to $1.51 trillion, with Pat noting the market could hit a trillion dollars if memory is excluded entirely. (The Decode) NVIDIA RTX Spark and the Edge AI Push: NVIDIA coordinated with ARM and Microsoft around the RTX Spark at COMPUTEX, with the shared message being that the future of Windows is here. Signal65's Ryan Shrout asked Jensen directly why NVIDIA wants to be in the PC business, given low margins and diminishing returns. Dan frames the answer in the context of devices increasingly becoming mobile data centers, capable of running models at much greater efficiency than cloud delivery. The edge AI conversation is also directly tied to token cost economics: as intelligence delivery moves closer to the device, the cost per token drops significantly. The jury is still out on whether NVIDIA will meaningfully disrupt the PC market, but its influence over OEMs like Lenovo and Dell that depend on it for data center gives it real leverage over SKUs. (The Decode) Token Economics and Frontier Model Cost Pressure: Dan and Pat discuss a substantive shift in how enterprises are thinking about AI consumption costs. Dan argues that "token maxing," the practice of defaulting to the most powerful frontier model for every task, has now effectively peaked, as bills have come due at scale. Companies paying for tokens in volume are starting to question whether they can afford the prices that frontier models actually cost to deliver. Pat pushes back, saying the dynamic is still present, but both analysts agree that the market is moving toward a model where token selection is matched to the job, with Microsoft's MOE approach and thinking models positioned to help CFOs manage that economics story. (The Decode) Continuum Goes Public at Highest Valuation for an AI Platform: Dan notes that Continuum, the Honeywell-spawned quantum company, went public this week at what he calls the highest valuation for an AI platform to date. He flags that IonQ will likely contest that characterization. The broader context is Microsoft entering the quantum conversation with Majorana 2 at Build, a name that has largely been absent from the quantum race, while IBM has received most of the attention. (The Decode) AI CapEx Has Outgrown Cash Flow — Alphabet's $80 Billion Equity Raise: On June 1, Alphabet announced an $80 billion equity capital raise, upsized to $85 billion, structured as $40 billion ATM, $30 billion underwritten, and a $10 billion private placement with Berkshire Hathaway anchoring. Pat frames the questions over CapEx returns as entirely dependent on whether you are an AI boomer or a doomer: if the payback comes, the raise is the right move. If it does not, the math doesn't close. Dan argues the investment is existential, drawing parallels to how infrastructure-first companies have always spent ahead of monetization, and notes that Google's equity is being used as a capital engine that may be more efficient than the debt markets right now. Both analysts flag the downstream implications for Broadcom, MediaTek, and Marvell given the TPU connection. (The Decode) The Network Becomes the AI Platform: Cisco Live 2026: Cisco launched Silicon One P200, the Secure AI Factory with NVIDIA and Spectrum X, AgenticOps, MCP-native automation, Cisco IQ, LiveProtect, and folded Astrix Security and Galileo into Splunk under one control plane. Pat identifies Cisco Cloud Control as the biggest announcement of the entire show, pulling together Catalyst, Meraki, Nexus, Firewall, and WebEx under agentic ops that run natively through MCP, with code running directly on smart switches that have x86 processors. Pat also credits Cisco for establishing Silicon One as a credible chip alternative for hyperscalers capable of taking on Tomahawk and Jericho. Dan frames the long-term opportunity as campus and branch enablement when industrial AI and robotics deployments accelerate, arguing that the numerator of AI's economic impact has barely started, as edge deployment spending has not yet begun. (The Decode) The Flip: Did Microsoft Build 2026 Effectively End the OpenAI Partnership? Pat argues the divorce decree has been filed. MAI-Thinking-1 was built with zero distillation from third-party models offering clean enterprise data lineage, with Maia 200 in production plus Anthropic chip supply, which signals vendor hedging. OpenAI is going all-in on AWS, which means you cannot be married to two people, and the full Build stack covering model, OS containment via MXC, agents via Scout and Agent 365, and context via Microsoft IQ removes every architectural dependency on OpenAI. Dan counters that Microsoft is hedging rather than leaving and predicts the partnership will run through the decade. Enterprise Copilot customers are explicitly showing in data that they demand GPT 5.5, internal benchmarks have not been independently validated, and Microsoft stands to make meaningful money from the OpenAI IPO. (The Flip) Broadcom Q2 FY26 Earnings: Broadcom posted revenue of $22.19 billion, a narrow miss depending on which consensus data set is used, with EPS of $2.44 beating estimates and AI semis at $10.8 billion. Hock Tan declined to raise the $100 billion full-year AI chip target, and the stock dropped 13% in premarket trading. Q3 guide came in at $29.4 billion. Pat calls the miss a timing issue driven by Google's multi-sourcing across Marvell, MediaTek, and Broadcom rather than a fundamental problem. Dan flags that Hock Tan opened the earnings call by accidentally reading from the 2025 print, calling it "not the best moment." Sell-side re-ratings held in the 500s across Jefferies, Mizuho, and Deutsche Bank despite the drop, with Futurum Equities having it at 600. (Bulls and Bears) Hewlett Packard Enterprise Q2 FY26 Earnings: HPE delivered revenue of $10.68 billion, up 40% year over year, and EPS of $0.79, up 100%. Juniper integration and AI servers both outperformed, and all FY26 guides were raised. The stock jumped 19% after hours before settling into a roughly 15% gain, with HPE up 68% over the last month. Pat frames HPE as a value play rather than a volume play, methodically targeting enterprise and sovereign cloud deals where it can maintain profitability, rather than competing for massive NeoCloud volume. Antonio Neri was clear on the call that the profitability pull-forward is a one-shot deal. Pat and Dan will both be at HPE Discover the week after next to interview Neri and the C-suite. (Bulls and Bears) Palo Alto Networks Q3 FY26 Earnings: Palo Alto posted revenue of $3.0 billion, up 31% year over year, beating the $2.94 billion estimate, with non-GAAP EPS of $0.85, beating the $0.79 to $0.81 range. NGS ARR reached $8.1 billion, up 60% year over year, including $1.6 billion from CyberArk and Chronosphere. RPO hit $18.4 billion, up 36%. Both FY26 revenue and EPS guides were raised. Adjusted FCF margin came in at 38.5% TTM, up 430 basis points. The stock jumped 11% immediately after hours, then drifted lower. Pat points to 2,200 platformized customers and 120% net retention as the most important metrics. Dan notes the SaaSpocalypse thesis continues to be wrong. (Bulls and Bears) CrowdStrike Q1 FY27 Earnings and the Proprietary Data Moat Argument: CrowdStrike posted revenue of $1.39 billion with EPS of $1.10 and ARR of $5.51 billion. Net new ARR of $255.8 million set a Q1 record, up 32% year over year. FY27 net new ARR guide was raised by $52 million to a $1.29 billion midpoint, and FY27 revenue was raised to $5.915 to $5.959 billion. A 4-for-1 stock split was announced effective July 2nd. The stock dropped 11% despite the beat after a 64% year-to-date run into earnings. Dan uses the results to make a broader argument against the software disruption thesis, referencing Palantir CEO Alex Karp daring customers to build without him using Anthropic or OpenAI, and Larry Ellison's argument that the real AI value unlock sits in proprietary enterprise data that is not accessible to frontier models. Enterprises with governed, secure, proprietary data will continue to need platforms like CrowdStrike regardless of what frontier models can do. (Bulls and Bears) Six Five Summit is coming. Salesforce CEO Mark Benioff will kick off the event. Register and stay current at sixfivemedia.com/summit. Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode.   The Decode Microsoft Declares Independence — Build 2026 Ships an End-to-End Agentic AI Stack (MAI-Thinking-1 + Scout + Microsoft IQ + Project Solara + Majorana 2) https://www.theverge.com/tech/941738/microsoft-build-2026-biggest-announcements The AI Stack Goes Multi-Silicon — Computex 2026 Confirms a Heterogeneous AI Infrastructure (ARM + Marvell + Intel ASIC + Qualcomm + RTX Spark); WSTS Raises 2026 Semi TAM Forecast 90% to $1.51T https://www.tomshardware.com/tag/computex AI Capex Has Outgrown Cash Flow — Alphabet's $80B Equity Raise Is the Largest in U.S. Corporate History; Berkshire Anchors $10B https://abc.xyz/investor/news/news-details/2026/Alphabet-Announces-Proposed-80-Billion-Equity-Capital-Raise-to-Expand-AI-Infrastructure-and-Compute-2026-b0myAMewCa/default.aspx The Network Becomes the AI Platform — Cisco Live 2026 Launches Silicon One P200, Secure AI Factory (with NVIDIA), AgenticOps, Astrix Security + Galileo https://www.cisco.com/site/us/en/about/whats-new/index.html The Flip Did Microsoft Build 2026 Effectively End the OpenAI Partnership? MAI-Thinking-1 Beats Sonnet 4.6 in Blind Testing, Microsoft Claims GPT-5.5 Parity at 10x Cost Efficiency — Will MS Quietly Wind Down OpenAI Exclusivity by FY28, or Is OpenAI Still the Frontier Anchor Microsoft Needs?   FOR:  MAI-Thinking-1 beating Sonnet 4.6 in blind preference + GPT-5.5 parity at 10x cost efficiency is a frontier-model independence proof point https://www.latent.space/p/ainews-microsoft-build-mai-thinking Build 2026: Accumulating Evidence of Microsoft's AI Independence — EDN (June 4) — https://www.edn.com/build-2026-accumulating-evidence-of-microsofts-ai-independence/ Maia 200 in production + Anthropic-Maia chip talks signal Microsoft is hedging its inference vendor stack https://blogs.microsoft.com/blog/2026/01/26/maia-200-the-ai-accelerator-built-for-inference/ Microsoft canceled Anthropic's internal software licenses + pivoted to chip-supply pursuit — customer-not-competitor positioning https://www.cnbc.com/2026/05/21/anthropic-microsoft-maia-200-ai-chip.html   AGAINST:  Enterprise Copilot customers explicitly demand GPT-5.5 — internal benchmarks don't replace the brand https://learn.microsoft.com/en-us/microsoft-365/copilot/release-notes?tabs=all MAI-Thinking-1 benchmarks haven't been third-party verified — Microsoft is the only source https://www.latent.space/p/ainews-microsoft-build-mai-thinking The MS-OpenAI partnership is contractual through 2030+ — unwinding it is impractical and expensive https://blogs.microsoft.com/blog/2026/04/27/the-next-phase-of-the-microsoft-openai-partnership/ Microsoft's actual strategic risk is OpenAI leaving, not MS leaving — Anthropic + OpenAI IPOs make OpenAI exit risk the real concern https://www.anthropic.com/news/confidential-draft-s1-sec Bulls & Bears Broadcom (AVGO) Q2 FY26 ACTUALS — Rev $22.19B (Narrow Miss) + EPS $2.44 (Beat); AI Semis $10.8B; Hock Tan Refuses to Raise the $100B Full-Year AI Chip Target — Stock −13% Premarket; Q3 Guide $29.4B https://www.cnbc.com/2026/06/03/broadcom-avgo-earnings-report-q2-2026.html Hewlett Packard Enterprise (HPE) Q2 FY26 ACTUALS — Blowout: Rev $10.68B (+40%), EPS $0.79 (+100%); Juniper Integration + AI Servers Both Outperform; FY26 Guides All Raised; Stock +19% AH https://www.businesswire.com/news/home/20260601866494/en/HPE-Reports-Fiscal-2026-Second-Quarter-Results Palo Alto Networks (PANW) Q3 FY26 ACTUALS — Beat-and-Raise: Rev $3.0B (+31% YoY, Beat $2.94B), Non-GAAP EPS $0.85 (Beat $0.79-0.81); NGS ARR $8.1B (+60% YoY, $1.6B from CyberArk + Chronosphere); RPO $18.4B (+36%); FY26 Revenue + EPS Guides BOTH RAISED; Adj FCF Margin 38.5% TTM (+430 bps); Stock +11% Immediate AH, Then Drifted Lower https://www.paloaltonetworks.com/company/press/2026/palo-alto-networks-reports-fiscal-third-quarter-2026-financial-results CrowdStrike narrowly beats estimates on AI tailwinds, but stock falls 9% — CNBC (June 3) — https://www.cnbc.com/2026/06/03/crowdstrike-crwd-q1-2027-earnings.html  

Matador AG Deep Dive: Key TakeawaysMatador Secondary Private Equity AG Deep Dive PresentationIn this deep dive presentation on seat11a, Alexander Lachmann, CFO of Matador Secondary Private Equity AG, explains how the company provides investors with access to a diversified private equity portfolio and a broad range of innovative private companies.Diversified Private Equity Portfolio Built Over Two DecadesOver the past two decades, Matador has built a portfolio through investments with leading international private equity managers. The company focuses primarily on small and mid-market buyout strategies while selectively investing in venture capital and growth opportunities. This diversified approach provides exposure to more than one thousand underlying companies across numerous industries and regions.SpaceX and Exposure to Innovative Private CompaniesA key topic of the presentation is the company's exposure to SpaceX, one of the world's most talked-about private companies. Through its investment strategy, Matador participates in value creation generated by SpaceX alongside other innovative businesses such as Stripe, Revolut, Anduril Industries, and ByteDance. The presentation explains how these investments fit within the broader portfolio and how successful exits contribute additional capital for future investments.Secondary Private Equity Investments and Market AccessThe discussion also covers the role of secondary private equity investments and how Matador's listed structure provides access to an asset class that is often difficult for individual investors to access directly. By combining diversification, manager selection, and long-term portfolio construction, the company has developed a private equity portfolio designed to participate in long-term value creation across global private markets.Investment Philosophy and Portfolio StrategyOverall, the presentation provides insight into Matador's investment philosophy, portfolio composition, and approach to private equity investing. ▶️ Other videos:Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/Company Presentation: https://seat11a.com/investor-relations-company-presentation/Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ESG Presentation: https://seat11a.com/investor-relations-esg/T&CThis publication is for informational purposes only and does not constitute investment advice. Using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

Hosted by Michelle Martin, this episode explores Meta’s push into AI-powered business agents. We unpack Morgan Stanley’s bullish call on Yum Brands, the parent of KFC, Pizza Hut and Taco Bell. We also examine reports that Singapore could face a 12.5% US tariff following a forced labour trade probe, alongside the Trump administration’s latest efforts to revive its tariff agenda after legal setbacks. In Up or Down, in focus are Indonesian markets, ByteDance founder Zhang Yiming, Macy’s and Broadcom.See omnystudio.com/listener for privacy information.

A national campaign to promote employment for college graduates will run from May to December, targeting the 2026 graduating class as well as unemployed graduates from the classes of 2024 and 2025, according to a notice issued on Tuesday.据周二发布的通知，全国高校毕业生就业专项帮扶行动将于5月至12月开展，帮扶对象涵盖2026届应届毕业生以及2024、2025两届未就业毕业生。The campaign, launched by eight central authorities including the Ministry of Education, urges local governments to make employment for college graduates and other key groups a top priority.本次行动由教育部等八部委牵头部署，要求各地政府将高校毕业生等重点群体就业工作摆在重要位置。The notice calls on local authorities and employers to tap job prospects in industries with a strong growth capacity, including manufacturing and services, and create more positions that fully utilize graduates' knowledge and skills.通知要求各地主管部门和用人单位深挖制造业、服务业等成长性较强行业的就业潜力，开发更多能够充分发挥毕业生学识与专业特长的岗位。Employers from all sectors are encouraged to participate. A centralized job-posting mechanism will be established, with vacancies published across multiple online platforms, the notice said.通知提出，鼓励各行各业用人单位踊跃参与。我国将搭建岗位统一发布机制，在多个线上平台同步发布空缺岗位信息。The campaign will also feature a joint publicity effort, with recruitment and employer-presentation videos released on various platforms to make employment information more accessible to graduates.专项行动同步开展联合宣传推介，在各类平台投放招聘宣讲与企业介绍视频，方便毕业生便捷获取就业资讯。Universities are required to integrate employment education throughout the students' development process. Graduates will be encouraged to participate in online and offline career guidance, skills training and internship programs. The campaign aims to help students develop sound career values, strengthen practical skills and enhance competitiveness in the job market.各高校须将就业育人贯穿学生培养全过程，引导毕业生参加线上线下职业指导、技能实训和实习项目。本次行动旨在帮助学生树立正确职业价值观、锤炼实操本领，提升求职竞争力。Graduates are also encouraged to align their career choices with national development strategies by participating in major national initiatives, serving grassroots communities in urban and rural areas, and working in sectors and regions where they are most needed.同时鼓励毕业生立足国家发展规划择业，投身国家重大项目建设、奔赴城乡基层服务，前往人才紧缺的行业和地区就业。The notice emphasizes strict scrutiny of recruitment information, requiring authorities to verify the authenticity and legality of employer credentials and job postings. Fraud, scams and discrimination — including restrictions based on university prestige, overseas study experience, full-time or part-time status, or previous internships with employers — are strictly prohibited.通知强调从严审核招聘信息，主管部门须核验用人单位资质与招聘信息的真实性、合法性；严禁招聘欺诈、诈骗以及各类就业歧视，不得依托院校档次、海外留学经历、全日制或非全日制学历、过往实习经历等设置招聘门槛。Beijing University of Posts and Telecommunications has regularly invited leading and high-tech companies to campus for seminars, internship partnerships and recruitment events, integrating corporate technologies and industry standards into classroom instruction and practical training, said Zhang Yi, head of the university's employment and entrepreneurship guidance center.北京邮电大学就业创业指导中心主任张怡介绍，学校常态化邀约行业龙头与高新技术企业入校开展座谈、共建实习基地、举办招聘会，把企业前沿技术与行业规范融入课堂授课和实操实训。University leaders have visited major companies, including AVIC Chengdu Aircraft Industrial Group, Lenovo and ByteDance, to expand high-quality job opportunities and deepen cooperation. Leaders from the university and its schools have traveled to 16 provincial-level regions and engaged with 135 employers in key fields such as information technology, artificial intelligence, cybersecurity, quantum communications and aerospace computing to expand employment opportunities for students, Zhang said.张怡表示，校领导带队走访中航工业成都飞机工业集团、联想、字节跳动等优质企业，拓宽优质就业岗位、深化校企合作。学校及各院系负责人先后赴全国16个省级行政区，对接信息技术、人工智能、网络安全、量子通信、空天计算等重点领域的135家用人单位，拓展毕业生就业渠道。In addition, BUPT has developed an AI-powered student growth platform. By analyzing job market trends, student competencies and career preferences, the platform automatically recommends tailored job opportunities and provides personalized career guidance, she said.她补充，北邮搭建了人工智能赋能的学生成长平台，平台通过分析就业市场走势、学生个人能力与求职意向，智能推送适配岗位，提供定制化职业指导。Zhu Qing, deputy head of the employment office at the University of International Business and Economics, said the institution has established talent workstations in Guangzhou, Guangdong province; Sanya, Hainan province and Nanchang in Jiangxi province.对外经济贸易大学就业处副处长朱庆介绍，学校已在广东广州、海南三亚、江西南昌设立驻外人才工作站。The Guangzhou Municipal Commerce Bureau organized 130 employers to participate in a campus job fair, offering more than 6,000 positions, Zhu added.朱庆补充道，广州市商务局组织130家用人单位入校开展专场招聘，提供岗位超6000个。UIBE has also strengthened cooperation with industry associations to improve job matching. The Insurance Institute of Beijing brought 50 insurance companies to campus for a dedicated recruitment fair, while the university's law school hosted a legal-industry job fair featuring more than 20 well-known law firms, he said.学校还深化与行业协会合作，提升人岗匹配效率。北京保险行业协会组织50家保险公司入校开展保险专场招聘，法学院也联合20余家知名律所举办法律行业专场招聘会。"To date, UIBE has held more than 30 job fairs, attracting nearly 2,000 employers and offering more than 70,000 positions on campus, with recruitment presentations held almost daily and job fairs taking place every week," Zhu said.朱庆称：“截至目前，我校已举办30余场校园招聘会，近2000家企业参会，累计提供岗位超7万个，校园招聘宣讲几乎每日开展，每周固定开设专场招聘会。”For unemployed graduates, the university has implemented a "one-student, one-strategy" support program. Measures include establishing individual support records, providing one-on-one follow-up services, pushing targeted job recommendations, offering face-to-face career counseling, providing job-seeking subsidies and organizing regular psychological counseling sessions, he said.针对未就业毕业生，学校落实“一生一策”帮扶方案：建立一人一档帮扶台账、一对一跟踪对接、精准推送岗位、线下职业咨询、发放求职补贴，并定期开展心理疏导。utilize /ˈjuːtəlaɪz/利用，使用vacancy /ˈveɪkənsi/空缺岗位；空位credential /krəˈdenʃl/资质；证件discrimination /dɪˌskrɪmɪˈneɪʃn/歧视；区别对待subsidy /ˈsʌbsədi/补贴，补助

Vinted ist das neueste Investment im BlackRock Private Equity Fund bei Scalable Capital. Mehr Infos dazu hier. S&P 500 mit 29% Gewinnwachstum. Micron knackt 1.000 Mrd. $ Börsenwert. Qualcomm liefert KI-Chips an ByteDance. Taiwan überholt Indien. Xiaomi schwächelt. BP feuert Verwaltungsratschef. Eli Lilly kauft. Quantinuum, Honeywell, Dropbox & MSG Sports. Ferrari (WKN: A2ACKK) zeigt den ersten Elektro-Sportwagen. Designed von Apples Ex-Chefdesigner Jony Ive. Online hagelt es Spott, die Aktie verliert 7%. Luxus-Mythos in Gefahr? DoorDash (WKN: A2QHEA) wächst über 20%, das KGV wirkt günstig. Aber wie profitabel ist die Firma wirklich? Dazu spannende Zukunftspläne: Kassensysteme, Roboter-Training, eigene Produktplattform. Diesen Podcast vom 27.05.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

Hoy comentamos la ronda gigante de Fireworks AI, el CPU Vera con el que Nvidia quiere comerse más del datacenter, el acuerdo de Qualcomm con ByteDance para llenar Doubao de ASICs, la nueva planta de testeo de chips que Samsung prepara en Vietnam y el experimento de China con embriones humanos sintéticos en microgravedad.Puedes seguirnos en YouTube en https://youtube.com/olivernabani y puedes unirte al Discord Mashain en https://olivernabani.com/discord

SpaceX filed its public S-1 with the SEC, revealing 2025 revenue of $18.7 billion — up 33% year over year — anchored by Starlink's $11.4 billion connectivity segment. The Goldman-led syndicate is targeting a $1.75 to $2 trillion valuation, more than double the December 2025 tender offer mark, with a Nasdaq debut under SPCX as early as June. If it prices at range, it will be the largest IPO in history.Cerebras just had one of the biggest tech IPO debuts in years. The AI chip company listed at $185, opened at $350, and closed up 68% at $311 — giving it a roughly $95 billion valuation and making it the largest U.S. tech IPO since Uber. The AI hardware window is officially open, and the market is now treating non-NVIDIA AI infrastructure as a real public-market category.Cisco shocked the market with a major AI infrastructure guide. Revenue hit $15.84 billion, AI infrastructure orders were lifted from $5 billion to $9 billion for fiscal 2026, and the stock jumped 15%. The same day, Cisco cut 4,000 jobs to fund the pivot. The AI capex boom is no longer just NVIDIA — it is spreading into networking, optics, security, and the second layer of the infrastructure stack.The Trump-Xi Beijing summit ended without a formal AI deal. The U.S. cleared major Chinese companies including Alibaba, Tencent, ByteDance, JD, and Lenovo to buy up to 75,000 NVIDIA H200 chips each, but Beijing paused the orders almost immediately. AI infrastructure is no longer just a company-level decision — it is now a geopolitical bargaining chip.Google disclosed the first confirmed AI-built zero-day exploit used in the wild. The attack targeted a two-factor authentication flow in a widely used open-source system administration tool, and Google says the planned mass exploitation event was stopped before it scaled. The cybersecurity impact of AI is no longer theoretical — AI is now accelerating both offense and defense.Inflation came in hot again. April CPI rose 0.6% month over month, the Fed held rates at 3.50-3.75%, and markets are now pricing a higher chance of a rate hike than a cut. And yet the S&P 500 still closed above 7,500, while the Nasdaq and Dow also hit major levels. The AI trade is overpowering the macro signal — for now.Runner-up: Anthropic and the Gates Foundation signed a $200 million four-year partnership directing grants, Claude credits, and engineering support toward global health, K-12 tutoring, and smallholder-farm agronomy. The deal lands the same week Anthropic absorbed Colossus 1 and signed Google for $200 billion in TPUs. The model lab is becoming an infrastructure-scale institution.Runner-up: VoltaGrid raised $1 billion from Blackstone and Halliburton at a $10 billion-plus valuation to build behind-the-meter power systems for AI data centers. Power, not just chips, is becoming one of the biggest constraints in the AI boom.Runner-up: Amazon is reportedly preparing another 14,000 corporate layoffs, which would bring 2026 reductions to roughly 30,000 jobs if confirmed. The AI labor reduction cycle is widening across Big Tech.Runner-up: A former Google engineer was convicted of stealing TPU trade secrets after transferring more than 500 confidential files tied to Google's AI chip architecture and software stack. It is one of the clearest legal templates yet for AI-era intellectual property enforcement.If you want a prize, send us a DM:instagram.com/rickerandbontiktok.com/@rickerandbonyoutube.com/@rickerandbon

Hey, Alex here, just got back from the sunny Shoreline Theater in Mountain view, so let me catch you up! This week was definitely Google heavy, we are covering Google's IO conference for the third year in a row, and today we have a special guest, Logan Kilpatrick, is joining to discuss the announced Gemini 3.5 Flash, Google Omni model, and the new Managed Agents offerings. Plus, this week, for the first time, OpenAI announced that AI solved a Math problem that humans couldn't solve for 80 years, Cursor is showing off Composer 2.5 which is partly trained on XAI data, Karpathy joins Anthropic and much more! Let's dive in! P.S - We've announced our upcoming hackathon, Weavehacks-4, June 6-7, I'll be there, we're expecting the seats to run out very soon so register nowThursdAI - We'd love to have your subscription, and if you're already subscribed, please hit that bell on YT to never miss an episode!Google I/O 2026 - Google goes agentic everywhereI went to cover Google I/O for the third year in a row, shoutout to the DeepMind team for inviting ThursdAI again, and folks, this one felt different.Last year, Google I/O was still very model-centric. This year, the story was not “here is another benchmark chart.” The story was: Google is putting Gemini into everything, and the agentic layer is becoming the product layer. Search, Gemini app, Android, Workspace, YouTube, AI Studio, Cloud, Antigravity, Flow, managed agents, smart glasses, all of it is now orbiting around one pretty clear strategy: Gemini is the intelligence, Antigravity is the agent harness, Google's products are the distribution. I saw many reactions that were milquetoast, as in, “we expected more” and those seem to dominate the X feed. But I think the distribution is the part that many folks on X are missing. Yes, we can argue about Gemini 3.5 Flash pricing. Yes, we can argue whether “Flash” still means what Flash used to mean. But when Google says the Gemini app itself has 900 million monthly active users, before even counting Search, Gmail, YouTube, Docs, Drive, Android, and the rest of the Google surface area, that's massive! OpenAI ChatGPT is supposedly stagnated at ~900M, I don't remember them crossing a 1B. Meanwhile Google is gaining traction. And they just updated all those folks with a new model!Wolfram said it really well on the show: his mother is not sitting there reading model cards. She just uses her Pixel, voice unlocks Gemini, asks for help, and suddenly the default intelligence available to her goes up. Antigravity 2.0 - the agent harness takes center stageThe biggest strategic signal from Google I/O for me was Antigravity.Remember, Antigravity was an IDE that came from the Windsurf acquisition saga. Part of the Windsurf team went to Google, part went to Cognition, and now Google is very clearly putting Antigravity in the middle of its agentic future. And I mean very clearly. Sundar mentioned it. Demis mentioned it. Varun Mohan the co-founder was on stage immediately after them! If you've ever watched a Google I/O keynote, you know how carefully every minute is allocated. Google has YouTube, Search, Gmail, Android, Cloud, Ads, Workspace, and a thousand VP-level products that could be on stage. The fact that Antigravity was that prominent should tell you everything.Logan Kilpatrick joined us and framed this in a way I loved: Gemini became the through-line across Google products, and now the Antigravity agent harness is becoming the through-line for agentic experiences.The new Antigravity 2.0 is a complete overhaul, showing only an agentic interface (which was previously just a separate window called Agent Manager) and separating the IDE layer completely into its own app and showing a Codex like agent-first interface, which got a few folks furious. This move may be weird to some folks, but if you follow along where everyone's going, this seems to be the way of the future, coding is no longer about lines of code, it's about managing fleets of agents. The new Gemini 3.5 absolutely shines inside the new Antigravity, the model was trained with this harness in mind, and is currently offered at an incredible speed (12x), so I'm definitely going to try it! Gemini 3.5 Flash - fast, determined, and maybe not the old “Flash”The most debated model release of the week was Gemini 3.5 Flash.Some folks saw the pricing and token usage and immediately went “this is not Flash.” I get that reaction. Flash used to mean cheap, fast, lightweight chat model. But Logan's framing on the show was important: Flash is now being built for the agentic era.In a chat era, you optimize for one user message and one model answer. In an agentic era, the real token volume is in tool loops, intermediate reasoning, retries, file reads, web searches, code execution, and self-correction. That's a different product profile.Wolfram already ran Gemini 3.5 Flash through WolfBench, and the results were fascinating. With the Hermes agent harness, Gemini 3.5 Flash hit an 87% ceiling on Terminal Bench 2.0, meaning across runs it could solve more of the benchmark than even GPT-5.5 extra high in that setup. The variance was higher with the simpler Terminus harness, but with a real agent harness, the model looked much stronger.That tracks with what Nisten saw in his “Martian railgun from Olympus Mons” test. Gemini 3.5 Flash went extremely detailed, almost too determined, kept correcting itself, overcorrecting itself, and built a whole game-like simulation. Logan laughed and basically said: yeah, this model is very determined, possibly an overcorrection from the “Gemini is lazy” feedback. It also tracks with the mismatch in other benchmarks, in some, Gemini 3.5 flash shines (like the above Apex-agents from AA) and in some, it doesn't match the other frontiers. In my tests, it was definitely over-eager to use a million and a half tool calls, read tons of files, to just help me review this draft inside antigravity. It's like a super eager robotic golden retriever! Gemini Omni - Nano Banana for video, but actually more than thatThe biggest update from last year IO was Veo 3! This year, the biggest wow factor was also visual, but it wasn't VEO 4, it was a new model that is multimodal, trained end-to-end they call Omni. Google is calling this their first “create anything from anything” model, and the first version, Gemini Omni Flash, starts with conversational video editing. The easy description is: Nano Banana for video. You upload or create a video, then talk to it. Change this character. Replace this person. Add an object. Make this scene claymation. Keep the scene, but change the environment.I played with it live and showed a few examples. I asked for a claymation explainer of protein folding, then gave it my face and asked it to replace the character with me. It did it. I uploaded pictures of Sonia, my cat, and it generated a talking cat video with the right kind of cat teeth, which is weirdly important because so many pet generations accidentally add human teeth and become nightmare fuel.The failure modes are still there. I asked it to make Sonia a Russian-speaking female cat, and it only partly switched languages and didn't really change the voice. Audio upload support is also not fully productized yet, even though the underlying model is multimodal. But the direction is very clear.This is not just “Veo with a chat model glued on.” I asked Jeff Dean - Google's chief scientist about this at I/O, and he explained that Omni is trained end-to-end. The intelligence and the generative media capabilities are part of the same model family, not a hacky two-model pipeline. He also said the intelligence is around a recent Flash-level model, which is a big deal when you think about video editing as reasoning over physics, identity, scene continuity, and intent.A lot of people compared Omni to Seedance 2.0, and I think that's the wrong comparison. Seedance is amazing at cinematic generation (lkaregly due to lack of copyright concerns from Bytedance). Omni's unlock is iterative editing on real footage and coherent multi-turn creative control. Other Google IO 2026 releases I found notableThis was a concentrated effort of a huge company to insert AI into every product surface they have so of course I can't cover ALL of it here, but the most notable things for me were: * Gemini Spark - a new agentic experience from Google, to help you with tasks across Gmail, Drive and more. It should support skills, and is a de-facto OpenClaw/Hermes alternative from Google for regular folks. It's not “yet” live so we'll talk more about it when I can test it out* Managed Agents in the Gemini API - We chatted with Logan about this one, Google is re-imagining how agents are going to get built, and are offering 1 api call to spin up an agent in a full Linux env, with security and sandboxing in mind. I'll expand more on this in a next episode, as I recorded a complete conversation about this with Ali Çevic, a PM for Google APIs* AI overhaul of Google Search - AI Overviews will not expand into AI mode, and the iconic Google search box itself will change, for the first time in 25 years to include AI mode! * SynthID expantion and OpenAI collab - Google showed off that OpenAI is joining in marking all AI generate imagery and video with an invisible SynthID watermark. I think this is amazing and more companies should adopt this standard* AI Glasses! We got Google Glasses demos - Together with Warby Parker and Gentle Monster, Google finally showed off their answer to Meta Raybans/Oakleys. They look like regular glasses too, but can hear and talk to you, with the full power of Gemini multimodality. Available in the fall sometime! * Demis Hassabis “we're on the cusp of the singularity” closer - CEO and Co-Founder of DeepMind, Demis Hassabis, closed the show with his remarks about the positive future and that we are nearing this Singularity point after which the future is very uncertain. I found it to be very inspiring and closed our show with that clip as well! * Personally, I got to chat to: Demis Hassabis, have breakfast with Jeff Dean, ask Josh Woodward a bunch of questions, and pester about 20 other great folks on a live stream, and had a lot of fun! Huge thanks to the DeepMind folks, Lucie, Dimple, JD and many others for the continued belief in ThursdAI and invite me to cover this great event. OpenAI LLMs solve an 80yo math problem - Erdős Unit Distance ConjectureOutside of Google I/O, the biggest story of the week was OpenAI announcing that a general-purpose reasoning model made progress on the Erdős planar unit distance problem.This problem goes back to 1946. For nearly 80 years, mathematicians believed the best constructions looked roughly like square grids. OpenAI's model found a new family of constructions with a polynomial improvement, using algebraic number theory ideas that humans apparently had not explored in this context. The above is a representation of it! Important caveat: this does not fully solve every version of the asymptotic Erdős conjecture. Some mathematicians are pushing back on the framing, and fair enough. Precision matters. But even with the caveat, this is still a huge moment.The reason it matters is not that I personally understand the math. I absolutely do not. The reason it matters is that this was not a special-purpose IMO model fine-tuned only for math competitions. This was a general-purpose reasoning model exploring a real open problem, generating candidates, verifying them, and finding a path humans hadn't taken. Extrapolate this to other sciences, Physics for example? This means an amazing future. LDJ pointed out that mathematicians have been skeptical because there have been previous false alarms. But this one landed differently. When Fields Medalist-level mathematicians verify the proof, the discourse changes from “lol stochastic parrot” to “wait, what does this mean for my PhD?”My answer is: yes, still study math. Please study math. The mathematicians who use these tools will do much more than people who don't understand the domain. Same with software engineering. Senior engineers with Codex, Claude Code, Hermes, Antigravity, Cursor and other agents are becoming dramatically more effective because they can steer, evaluate, and recover the work.This being published a day after Demis's “foothills of the singularity” is a great conjecture. Cursor Composer 2.5 - Opus 4.7 performance model from Cursor, at 10x better efficiencyCursor dropped Composer 2.5, and folks, this is a serious release.Composer 2.5 is built on Moonshot's Kimi K2.5 base, like Composer 2, but Cursor scaled the post-training dramatically. They used 25x more synthetic tasks and introduced targeted textual feedback during RL rollouts, where the model gets hints inserted at the point of failure instead of only getting a noisy final reward.The benchmark story is strong: around 69.3 on Terminal Bench 2.0, basically neck and neck with Opus 4.7 in Cursor's chart, and strong results on SWE-bench multilingual and CursorBench. The pricing is the part that makes this especially interesting: $0.50 per million input tokens and $2.50 per million output tokens, with a faster variant at $3 / $15. That is much cheaper than the frontier models it is trying to replace for day-to-day coding work.Cursor engineers are reportedly dogfooding Composer 2.5 heavily and rarely switching away. That matters more to me than any single benchmark. If the people building Cursor can use it as a daily driver, that is a very real signal.The wild part is what comes next. Cursor is partnering with SpaceXAI to train a much larger model from scratch using 10x more compute on Colossus 2. Cursor has the workflow data. xAI has enormous compute. If this works, Cursor stops being just the IDE company and becomes a coding-model lab.We've been saying for months that coding agents are the path toward general agents. Anthropic has Claude Code. OpenAI has Codex. Google has Antigravity. xAI has Grok Build. Cursor has Composer. I'm looking forward to seeing how well it performs on our own benchmarks! Anthropic, xAI, Karpathy, and the compute warsThe compute story this week was bonkers.The SpaceX IPO filing reportedly revealed that Anthropic is paying SpaceXAI $1.25B per month for AI compute at the Memphis Colossus facility. Per month. That's about $15B a year, through May 2029, for access to more than 220,000 NVIDIA GPUs including H100s, H200s and GB200s.This is apparently inference compute for Claude Pro, Max and API users, not training. And it explains a lot of the recent quota changes. Anthropic doubled some Claude usage limits, and suddenly the product feels less constrained.Also, can we just acknowledge the comedy here? Elon Musk publicly called Anthropic “misanthropic,”, went off against every competitor to XAI, is now selling spare GPU time to Cursor and Anthropic? Who's next, OpenAI? The bigger point is that the AI capex story is no longer just NVIDIA. It's also whoever owns the data centers, power, cooling, networking, and GPU clusters. Compute is becoming the land under the AI economy.Also, Andrej Karpathy joined Anthropic. Karpathy could work anywhere. He co-founded OpenAI, led Tesla Autopilot vision, taught half the AI world how neural nets work, and now he's going back into frontier LLM R&D at Anthropic.Open source LLMs - Cohere, Qwen, NousOpen source had a strong week too.Cohere released Command A+, a 218B total parameter sparse MoE model with only 25B active parameters per token, under Apache 2.0. This is their first model that unifies reasoning, vision, multilingual, tool use and citations in one package.The hardware story is great: W4A4 quantization can run on 2 H100s or a single B200. Cohere says it supports 48 languages, 128K input context, 64K output, and gets big jumps over Command A Reasoning, including Tau-squared Bench Telecom from 37% to 85% and Terminal-Bench Hard from 3% to 25%.Cohere is one of those labs that doesn't always chase the loudest consumer hype, but they are very serious on enterprise and multilingual. Apache 2.0 makes this one especially useful.Alibaba also dropped Qwen 3.7-Max, positioned as an agentic frontier model. The headline from their testing is wild: 35 hours of continuous autonomous operation with more than 1,000 tool calls. They also showed it controlling a physical robot inside Alibaba offices and finding an umbrella after about 20 minutes of agent interaction.This digital-to-physical bridge is where things start feeling very real. An agent loop that can write code and use tools can also navigate physical tasks if you give it the right robotics stack.And our friends at Nous Research released Lighthouse Attention, a sparse attention method for long-context pretraining. At 512K context, they report a 17x faster forward+backward pass than standard attention on a single B200, and the recovered checkpoints actually beat dense-from-scratch final loss at the same token budget.The clever part is that the selection logic sits outside the attention kernel, so you still use regular FlashAttention on a gathered dense subsequence. No custom sparse kernel nonsense. If this holds up, this could matter a lot for long-context training.Tools and agentic engineering - X subscriptions, Grok Build, Codex MobileOne really practical tool update: Hermes and OpenClaw can now use your X subscription directly.This is more important than it sounds. You can connect your X Premium subscription and get access to semantic X search and Grok-related tooling without using sketchy browser automation or unofficial APIs that might get you banned. Wolfram already used this to have his agent go through his likes and bookmarks from the past week and send me news items for the show. That is exactly the kind of “small but real” agent workflow that becomes addictive.xAI also launched Grok Build, their agentic CLI coding tool, in early beta for SuperGrok Heavy subscribers. Early users are already running parallel Grok Build agents through tmux supervisors and using it for more than coding: fleet data triage, security patching, training label work, and general automation.The pricing being discussed is aggressive, around $1 per million input tokens and $2 per million output tokens for the API. The model version is grok-build-0.1, and folks have already wired it into Hermes with a 256K context window.And then there's Codex Mobile, which OpenAI shipped inside the ChatGPT mobile apps. This is one of those releases that sounds small until you start using it. You can control Codex sessions remotely from your phone, connected to your machine, and because Codex has native connectors to Gmail, Calendar and other surfaces, it sometimes feels faster and more reliable than local CLIs duct-taped to third-party integrations.I ported Wolfred into Codex with skills and everything, and I've been comparing the same tasks in Hermes and Codex. Codex is often faster, not necessarily because the model is always smarter, but because the connectors and harness are cleaner. Harness matters. We keep coming back to this.This Week's Buzz - W&B, CoreWeave, WolfBench and roboticsThis week in the Buzz, Wolfram walked us through a few things from the Weights & Biases / CoreWeave world.CoreWeave is a gold sponsor at ICRA 2026 in Vienna, the International Conference on Robotics and Automation. NVIDIA is also going big there with a keynote on generalist humanoid robots, 17 accepted papers and workshops around sim-to-real, robot foundation models, autonomous driving, manipulation, and physical AI.Wolfram will be there later in the week, after speaking at the AI Developer event in Cologne about WolfBench. If you're in Europe and into robotics or agent evals, find him.We also looked at WolfBench results for Gemini 3.5 Flash, which honestly became one of the more interesting empirical points of the episode. The model looks variable in simple harnesses, but very capable in better agent loops. That's the whole thesis of measuring model + harness together instead of pretending the model card tells the whole story.The water discourse, almonds, and data center realityWe also got into the data center water discourse, because this talking point is everywhere right now.There are real infrastructure questions around AI. Power, land, cooling, grid capacity, permitting, local impact, all of that matters. But the “AI is stealing drinking water” version of the argument is often wildly detached from scale.The stat I brought up on the show: California almonds use roughly 3 to 5.5 million acre-feet of water per year, multiple times more than all North American data centers combined in 2025. Nisten and LDJ added the important cooling nuance: many large data centers use closed-loop cooling, and evaporative cooling is not universal. Some data centers can avoid water use almost entirely, but at the cost of higher electricity usage.This doesn't mean “no concerns are valid.” It means if we're going to regulate or pause data centers, let's be honest about the actual tradeoffs. AI compute is becoming the substrate for medicine, robotics, science, logistics, software, education and every other productivity layer. We should build responsibly, but not based on viral fear math.Closing thoughts - foothills of the singularityDemis closed I/O saying we're in the foothills of the singularity, and I know how that lands when you write it down. But I was in the room, and after the keynote he told me something I haven't been able to shake: he thinks AI is going to be 10x as impactful as the Industrial Revolution, and 10x as fast. Basically 100x. This is the AlphaFold guy. Not someone loose with his words.Then look at the week. A general reasoner cracked an 80-year-old math problem. Cursor is training near-frontier coding models on a fraction of the big-lab budget. Anthropic is paying Elon $15B a year for inference. Karpathy left education to go back into pre-training. Google rolled out an intelligence uplift to a billion people who don't even know a model dropped.If you put that on a whiteboard in 2023, it reads like a sci-fi pitch.LDJ's mathematician friends are asking if they should keep doing their PhDs. My answer hasn't changed: yes, please keep going. The people who combine domain taste with these tools are going to ship more in 5 years than the previous generation did in 50. The tool doesn't replace the taste. It just removes the bottleneck.That's the whole reason ThursdAI exists. Not to hype every drop, not to dunk for engagement, but to give you a shot at being one of the people who knows what's happening, with the receipts.This week, a lot changed.See you next Thursday.TL;DR and Show Notes* Hosts and Guests* Alex Volkov - AI Evangelist at Weights & Biases / CoreWeave, @altryne* Co-hosts: @WolframRvnwlf, @nisten, @ldjconfirmed* Guest: Logan Kilpatrick, MTS at Google DeepMind / AI Studio, @OfficialLoganK* Google I/O 2026* Google went all-in on agents across Search, Gemini, Antigravity, Workspace, Android, Cloud and YouTube (I/O site, Alex thread)* Antigravity 2.0 became the central agentic coding harness across Google (Sundar, Google OS demo)* Gemini 3.5 Flash launched as a fast, determined workhorse model for agentic loops (Logan, Noam Shazeer, Jeff Dean)* Gemini 3.5 Flash is rolling out across the Gemini app, Search AI Mode, Gemini API, Google AI Studio, Antigravity and Gemini Enterprise Agent Platform (Koray Kavukcuoglu)* Google Search is getting new Gemini 3.5 Flash-powered agentic capabilities, including a new AI-powered Search box and background information agents (Sundar)* Gemini Spark was announced as a 24/7 personal AI agent that can proactively work across Google surfaces (News from Google)* Google teased Gemini-powered Android XR smart glasses with eyewear partners Gentle Monster and Warby Parker (Google, Alex live reaction)* Google AI Studio and the Gemini API got major agentic developer updates, including Managed Agents (Google AI Developers)* Vision & Video* Google DeepMind launched Gemini Omni, a “create anything from anything” multimodal model starting with conversational video editing (DeepMind, Google DeepMind on X)* Omni is available in the Gemini app, Google Flow and YouTube, with API support coming soon (Logan, Gemini App, Sundar)* Key distinction: Omni is not just text-to-video, it is an iterative multi-turn video editing model that combines Gemini intelligence, world knowledge, multimodal inputs and generative media (Google)* Big CO LLMs + APIs* OpenAI announced a general-purpose reasoning model made progress on the Erdős planar unit distance problem, challenging an 80-year-old mathematical belief (OpenAI, X)* Cursor launched Composer 2.5, built on Kimi K2.5, with Opus-class coding performance at much lower cost (Cursor blog, X)* Alibaba released Qwen 3.7-Max, an agentic frontier model with long autonomous runs and robotics demos (Qwen blog, X, robot demo)* Andrej Karpathy joined Anthropic to work on frontier LLM R&D (X)* SpaceX IPO filing revealed Anthropic is paying $1.25B/month for AI compute at the Memphis Colossus facility (Axios, Sawyer Merritt)* The jury in Musk v. Altman found Musk's OpenAI claims barred by statute of limitations, with Musk saying he will appeal (Elon Musk, Sawyer Merritt, Max Zeff)* Open Source LLMs* Cohere released Command A+, a 218B MoE model with 25B active parameters under Apache 2.0 (Cohere, Nick Frosst, HF W4A4, HF BF16)* Nous Research released Lighthouse Attention, a sparse attention method for long-context pretraining with major speedups (Blog, X, arXiv, GitHub)* Tools & Agentic Engineering* Google launched Managed Agents in the Gemini API, letting developers spin up hosted Antigravity agents with Linux sandboxes and persistent state (Docs, X)* xAI launched Grok Build, an agentic CLI coding tool in beta for SuperGrok Heavy users (xAI CLI, X)* Hermes and OpenClaw can now use X subscription auth for semantic search and Grok tooling (Alex)* OpenAI Codex Mobile is now available in the ChatGPT mobile apps for remote agent workflows (OpenAI)* Anthropic doubled Claude usage outside peak hours for a limited period, including Claude Code and other Claude surfaces (Claude)* This Week's Buzz - W&B / CoreWeave* Weights & Biases by CoreWeave is at ICRA 2026 in Vienna, with robotics and automation taking center stage (ICRA, W&B event page)* NVIDIA heads to ICRA 2026 with robotics work around generalist humanoids, physical AI and sim-to-real systems (NVIDIA Robotics, NVIDIA ICRA)* Wolfram is speaking about WolfBench at the AI Developer event in Cologne before heading to ICRA in Vienna (Wolfram)* Other Topics* Data center water usage discourse came up again, including why comparisons need real scale and context rather than viral fear math* The broader theme of the week: coding agents are becoming general agents, and the major labs are now competing on the full stack of model, harness, tools, context and compute This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit sub.thursdai.news/subscribe

Jianggan Li, Founder of Momentum Works, joins Jeremy Au to unpack the Trump Xi Beijing summit, the first US presidential visit to China since 2017. They decode the optics of Zhongnanhai Garden and the Temple of Heaven, Xi Jinping's Thucydides Trap reference, the 200 plane Boeing deal, and why the absence of major deliverables is itself a strategic win. The conversation dives deep into the AI chip war, why NVIDIA's market share in China collapsed from 95% to under 10%, how the US export ban accelerated Chinese semiconductor self-reliance, and DeepSeek's reported 50 billion RMB funding round with the founder personally contributing 20 billion. They examine why Jensen Huang was added to Trump's delegation last minute, Elon Musk's unique position with Tesla in China, how Chinese state subsidies flow through local governments, and why founders like the Manus team made costly domicile mistakes. For Southeast Asia founders, VCs, and operators in Singapore, Indonesia, Vietnam, Philippines, Thailand, and Malaysia, this episode reveals why both superpowers settled into managed competition rather than decisive split, and what it means for global supply chains, AI models, and capital flows in 2026. Watch, listen or read the full insight at https://www.bravesea.com/blog/trump-xi-summit Get transcripts, startup resources & community discussions at https://www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter X : https://x.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts 00:00 Introduction 01:23 Why the Trump Xi summit was a strategic win 03:25 Key players and how China renamed Rubio 06:26 Xi's Thucydides Trap and the Athens Sparta lesson 09:11 Chinese self-media versus official narratives 12:10 Zhongnanhai Garden and Temple of Heaven optics 15:15 El Niño, food security and global risk 16:36 Boeing deal, Elon Musk and Tesla in China 19:04 Jensen Huang added last minute to the delegation 21:16 Why Chinese founders still domicile in Singapore 23:08 DeepSeek's 50 billion RMB funding anomaly 24:00 NVIDIA's China collapse and the backfired chip ban 26:32 DeepSeek and ByteDance: founder driven AI 29:34 How Chinese state subsidies actually work 32:17 DeepSeek's cost efficiency strategy 33:04 Future outlook: Xi's US visit and Taiwan

Themen & DiskussionIn dieser Folge bekommst du einen seltenen Blick hinter die Kulissen Chinas – jenseits westlicher Medienbilder. Zu Gast ist Peter Hillig, Deutscher, der seit 2022 in Guangzhou lebt und ein Import-Export-Unternehmen betreibt. Er erklärt, wie tief KI dort bereits im Alltag verwurzelt ist: nicht als bewusste Handlung wie bei uns, sondern nahtlos integriert in WeChat, das Schweizer Taschenmesser des chinesischen Lebens. Du erfährst, welche Modelle die Chinesen wirklich nutzen – von DeepSeek bis zur WeChat-integrierten KI von Bytedance und Alibaba – und warum der OpenClaw-Hype dort eine ganz andere Dimension hatte als in Europa. Peter räumt außerdem mit dem Mythos des flächendeckenden Social Credit Systems auf: Was wirklich existiert, ist ein Financial Score – näher an der Schufa als an einer Überwachungsmaschine. Dazu gibt es konkrete Alltagsbeispiele: KI-Roboter in Hotels, autonome Taxis, Drohnenlieferungen im Park und ein KI-Avatar, der dein Auto per Sprache steuert. Am Ende wird klar: Die größte Lektion aus China ist vielleicht keine technologische, sondern eine kulturelle – weniger Angst vor der Zukunft, mehr Gestaltung im Jetzt. WeChat: Die chinesische Super-App, die Bezahlen, Chatten, Shopping, KI-Assistenz und Browser in einer App vereint – der Standard im chinesischen Alltag. – https://www.wechat.com DeepSeek: Laut Peter das leistungsstärkste frei verfügbare KI-Modell in China – Open Source, mit mittlerweile Millionen-Token-Kontextfenster, auf Augenhöhe mit Claude und GPT. – https://www.deepseek.com OpenClaw (Claude Computer Use): Der autonome KI-Agent, der einen Rechner vollständig steuern kann, löste in China einen riesigen Hype aus – unter anderem, weil die API trotz Great Firewall ungeblockt blieb. – https://www.anthropic.com/news/3-5-models-and-computer-use 11Labs: Ronnys Pick: Hochqualitative KI-Stimmen für Shortvideos, inklusive Stimmkloning. Laut Ronny „berauschend" schnell in der Umsetzung. – https://elevenlabs.io Claude Cowork: Peters Pick: Compliance-Dokumente (63 Stück einer Produktgruppe) einfach in einen Ordner werfen, freigeben und Claude sortieren, analysieren und auf Lücken prüfen lassen. Aus Stunden werden Minuten. – Link einfügen ChatGPT Projects: Stefans Pick: Persönliche Projekte (Naturgarten, Ernährung, Rezepte) mit eigenem Systemprompt und Dokumenten hinterlegen – die KI als dauerhafter Begleiter für private Vorhaben, auch mit Kindern. – https://chatgpt.com Hosts:Stefan Ponitz: Berater und Experte für KI in Marketing und Vertrieb für kleine und mittelständische Unternehmen. https://www.fokus-ki.de https://www.linkedin.com/in/stefan-ponitz/ Ronny Siegel: Unternehmer, Inhaber der Online-Marketing-Agentur Conversion Junkies und Blogger. https://conversion-junkies.de https://www.linkedin.com/in/ronny-siegel-78b7261ab/ https://ronny-siegel.de/

Cerebras just had one of the biggest tech IPO debuts in years. The AI chip company listed at $185, opened at $350, and closed up 68% at $311 — giving it a roughly $95 billion valuation and making it the largest U.S. tech IPO since Uber. The AI hardware window is officially open, and the market is now treating non-NVIDIA AI infrastructure as a real public-market category. Anthropic is now sitting at the center of the AI compute economy. After locking in massive infrastructure deals with Google, AWS, and SpaceX-linked compute, the company is also expanding Claude access, rate limits, and deployment through partnerships like its new $200 million Gates Foundation deal across global health, education, and agriculture. The model lab is no longer just competing on chatbot quality — it is becoming an infrastructure-scale AI institution. Cisco shocked the market with a major AI infrastructure guide. Revenue hit $15.84 billion, AI infrastructure orders were lifted from $5 billion to $9 billion for fiscal 2026, and the stock jumped 15%. The same day, Cisco cut 4,000 jobs to fund the pivot. The AI capex boom is no longer just NVIDIA — it is spreading into networking, optics, security, and the second layer of the infrastructure stack. The Trump-Xi Beijing summit ended without a formal AI deal. The U.S. cleared major Chinese companies including Alibaba, Tencent, ByteDance, JD, and Lenovo to buy up to 75,000 NVIDIA H200 chips each, but Beijing paused the orders almost immediately. AI infrastructure is no longer just a company-level decision — it is now a geopolitical bargaining chip. Google disclosed the first confirmed AI-built zero-day exploit used in the wild. The attack targeted a two-factor authentication flow in a widely used open-source system administration tool, and Google says the planned mass exploitation event was stopped before it scaled. The cybersecurity impact of AI is no longer theoretical — AI is now accelerating both offense and defense. Inflation came in hot again. April CPI rose 0.6% month over month, the Fed held rates at 3.50%–3.75%, and markets are now pricing a higher chance of a rate hike than a cut. And yet the S&P 500 still closed above 7,500, while the Nasdaq and Dow also hit major levels. The AI trade is overpowering the macro signal — for now. Runner-up: VoltaGrid raised $1 billion from Blackstone and Halliburton at a $10 billion-plus valuation to build behind-the-meter power systems for AI data centers. Power, not just chips, is becoming one of the biggest constraints in the AI boom. Runner-up: Amazon is reportedly preparing another 14,000 corporate layoffs, which would bring 2026 reductions to roughly 30,000 jobs if confirmed. The AI labor reduction cycle is widening across Big Tech. Runner-up: A former Google engineer was convicted of stealing TPU trade secrets after transferring more than 500 confidential files tied to Google's AI chip architecture and software stack. It is one of the clearest legal templates yet for AI-era intellectual property enforcement. Ricker and Bon #431If you want a prize, send us a DM: http://instagram.com/rickerandbonhttps://www.tiktok.com/@rickerandbonhttps://www.youtube.com/@rickerandbon

En el Consultorio de Bolsa con Paco Pérez, analista independiente, analizamos los principales valores y las principales tendencias que marcan el mercado. También comenta el momento del Ibex. “No veo que el Ibex vaya para arriba, lo veo lateralizado”, afirma el analista. Además, sobre que valoración puede alcanzar el selectivo español, apunta que “va a seguir en la horquilla entre los 18.000 y los 16.000 puntos”. ¿Qué valores aconseja el analista entrar? ¿Cuáles son los más atractivos? El experto nos explica que “hay buen aspecto técnico en algunos sectores, sobre todo en los cíclicos, gracias a los beneficios que se están presentando en los resultados del primer trimestre”. La jornada del jueves estuvo marcada por el protagonismo de Nvidia. La compañía de Jensen Huang alcanza la valoración de 5,7 billones de dólares, después de siete jornadas consecutivas al alza. Terminó con una subida del 4,39%. Además, parece que le llegan las primeras buenas noticias desde China: según Reuters, el Gobierno estadounidense permitirá la venta del chip H200 a varias compañías chinas, como Alibaba, Tencent Holdings y Bytedance. “La última acumulación técnica de Nvidia ha superado ya con creces el techo, ha seguido la ola de los semiconductores, pero la recogida de beneficios es una lotería”, afirma el invitado. El analista ha comentado otros valores como Iberdrola, del cual ha asegurado que “lo tenemos en modo correctivo y técnicamente y en su opinión va a seguir corrigiendo” y que “esperaría que llegara a la zona de los 18 euros por acción, que es la base sólida del descanso que tenemos actualmente”. También ha comentado el momento de otra grande del Ibex, como Santander, del cual cree que “es alcista y que va a ir a buscar máximos de nuevo”. Sobre Rheinmetall, asegura que “debería rebotar con fuerza en las próximas semanas”.

En el Consultorio de Bolsa con Paco Pérez, analista independiente, analizamos los principales valores y las principales tendencias que marcan el mercado. También comenta el momento del Ibex. “No veo que el Ibex vaya para arriba, lo veo lateralizado”, afirma el analista. Además, sobre que valoración puede alcanzar el selectivo español, apunta que “va a seguir en la horquilla entre los 18.000 y los 16.000 puntos”. ¿Qué valores aconseja el analista entrar? ¿Cuáles son los más atractivos? El experto nos explica que “hay buen aspecto técnico en algunos sectores, sobre todo en los cíclicos, gracias a los beneficios que se están presentando en los resultados del primer trimestre”. La jornada del jueves estuvo marcada por el protagonismo de Nvidia. La compañía de Jensen Huang alcanza la valoración de 5,7 billones de dólares, después de siete jornadas consecutivas al alza. Terminó con una subida del 4,39%. Además, parece que le llegan las primeras buenas noticias desde China: según Reuters, el Gobierno estadounidense permitirá la venta del chip H200 a varias compañías chinas, como Alibaba, Tencent Holdings y Bytedance. “La última acumulación técnica de Nvidia ha superado ya con creces el techo, ha seguido la ola de los semiconductores, pero la recogida de beneficios es una lotería”, afirma el invitado. El analista ha comentado otros valores como Iberdrola, del cual ha asegurado que “lo tenemos en modo correctivo y técnicamente y en su opinión va a seguir corrigiendo” y que “esperaría que llegara a la zona de los 18 euros por acción, que es la base sólida del descanso que tenemos actualmente”. También ha comentado el momento de otra grande del Ibex, como Santander, del cual cree que “es alcista y que va a ir a buscar máximos de nuevo”. Sobre Rheinmetall, asegura que “debería rebotar con fuerza en las próximas semanas”.

Nvidia (NVDA) reached a fresh record high after reports the U.S. approved H200 chip sales to select Chinese firms including Alibaba (BABA), Tencent, and ByteDance. Cisco (CSCO) also climbed to a new high on strong AI driven demand, while Cerebras Systems (CBRS) stunned Wall Street with a massive IPO debut. Applied Materials (AMAT) topped earnings expectations and boosted its outlook as AI infrastructure spending continues to accelerate.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe 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

Eric Frankel, CEO of AdGreetz, discusses how AI-powered personalisation is reshaping the future of advertising. Eric explains why so much digital marketing still relies on generic, one-size-fits-all messaging, despite the wealth of customer data available to brands today. He shares how AdGreetz helps companies create highly personalized ads at scale, using AI and automation to deliver more relevant content that improves engagement and campaign performance. The conversation explores the opportunities and challenges of mass personalisation, including how brands can balance relevance with privacy, maintain brand consistency across thousands of ad variations, and apply consumer marketing tactics to B2B campaigns. Eric also discusses the growing role of AI in creative production, why innovation is critical for marketers, and the importance of standing out in an increasingly crowded digital landscape. About AdGreetz AdGreetz is reimagining marketing for an AI-powered and personalised world. We empower brands, agencies, streamers and publishers to produce and deploy unlimited, data-driven, personalized video and display ads and CRM messages on 22 ad-tech & martech channels. BizGreetz AI®, empowers anyone to produce compelling video, display ads or freeform content in minutes simply by entering a brand name, URL or by prompting. The world's only platform integrated with 51 AI models (70+ versions and 10+ years of award-winning creative expertise distilled into our proprietary creative agents), BizGreetz AI® is a supercharged version of any video generator you may have seen. No other platform offers our robust and versatile capabilities (including Adobe, Google, OpenAI, ByteDance, Meta, Microsoft, Apple, Amazon, Higgsfield). About Eric Frankel Prior to founding AdGreetz, Eric Frankel was President of Warner Bros. Domestic Cable Distribution, where he oversaw the distribution (and often production) of the world's largest TV and movie studio to broadcast, cable, pay-TV and new technologies. While running a multi-billion-dollar a year division, he led the industry to the development and adoption of new technologies, including on-demand video (SVOD & AVOD). He also created and successfully launched the first-ever broadband internet network, In2TV.. After 28 years at WB, in 2010, Eric left WB to launch AdGreetz and spearhead a new frontier of personalised advertising and now, AI creative with BizGreetz AI®.  Time Stamps 00:40 - Eric Frankel's Career Background 02:22 - Why Ads Feel Generic 03:27 - AdGreetz and BizGreetz Explained 04:44 - AI and Personalisation Today 08:41 - How Mass Personalisation Works 12:15 - Misconceptions and Relevance 14:59 - Performance Uplift and Proof 18:17 - Creepy Versus Effective 20:53 - Brand Consistency Guardrails 24:33 - B2B Adoption Challenges 34:50 - Where to Learn More 35:44 - Closing Thanks Quotes “I barely ever saw an ad or marketing message that was relevant to me, because it was a world of generic, traditional, one-size-fits-all.” Eric Frankel, CEO of AdGreetz. “When you get sick of the message, people may have just started to see it for the first time.” Eric Frankel, CEO of AdGreetz. “We do smart, data-driven, relevant, personalised marketing that people pay attention to.” Eric Frankel, CEO of AdGreetz. Follow Eric: Eric Frankel on LinkedIn: linkedin.com/in/eric-frankel-bb79666 AdGreetz website: https://www.adgreetz.com/ AdGreetz on LinkedIn: https://www.linkedin.com/company/adgreetz Follow Mike: Mike Maynard on LinkedIn: https://www.linkedin.com/in/mikemaynard/ Napier website: https://www.napierb2b.com/ Napier LinkedIn: https://www.linkedin.com/company/napier-partnership-limited/ If you enjoyed this episode, be sure to subscribe to our podcast for more discussions about the latest in Marketing B2B Tech and connect with us on social media to stay updated on upcoming episodes. We'd also appreciate it if you could leave us a review on your favourite podcast platform. Want more? Check out Napier's other podcast - The Marketing Automation Moment: https://podcasts.apple.com/ua/podcast/the-marketing-automation-moment-podcast/id1659211547        

Donald Trump regresa esta semana a Pekín casi una década después de su última visita en 2017. El escenario y el anfitrión son los mismos, pero las cosas han cambiado mucho desde entonces. Trump ya no es el recién llegado dispuesto a romper con China, sino un presidente curtido en su segundo mandato, empeñado en demostrar que su relación con Xi Jinping va mucho más allá de cubrir el expediente diplomático. Ambos llevan meses intercambiando cartas personales, un detalle revelador de cómo la geopolítica del siglo XXI ha dejado atrás los escrúpulos ideológicos. Pesan más las cadenas de suministro y la balanza comercial que los derechos humanos, como demuestra el caso del editor hongkonés Jimmy Lai, condenado a 20 años de prisión y cuya liberación Trump no tiene intención alguna en pedir. El cambio respecto a China es sustancial. Trump irrumpió en política en 2016 acusando a los chinos de robar empleos y patentes. Durante su primer mandato les declaró la guerra comercial, persiguió a Huawei, intentó prohibir TikTok y restringió la exportación de semiconductores. La pandemia terminó por romper la relación. Biden mantuvo y endureció esa política, lo que terminó forjando un consenso en el Congreso en todo lo relativo a China. Ese consenso se está resquebrajando ahora, pero desde el partido republicano. El gobierno ha autorizado ventas de chips de Nvidia, ha despedido a expertos en China del Consejo de Seguridad Nacional y ha pactado con ByteDance que mantenga el control del algoritmo de TikTok. Dos razones explican el cambio de parecer. La primera es que Trump ha centralizado las decisiones en un círculo mínimo encabezado por Witkoff, Kushner y el secretario del Tesoro, Scott Bessent, que es quien impone su doctrina de equilibrio con China. Marco Rubio, antaño azote del partido comunista chino, guarda hoy un silencio que habla por sí mismo. La segunda razón es más prosaica. China ha aprendido a devolver los golpes. Cuando Trump elevó los aranceles hasta el 145% el año pasado, Xi Jinping respondió con controles a la exportación de tierras raras, lo que hizo cundir el pánico y forzó la tregua que acordaron en Corea del Sur hace un año. Trump llega a esta cumbre con el lastre de la guerra de Irán. Necesita que Xi Jinping presione a los ayatolás, principales suministradores de petróleo a China, pero, de forma un tanto paradójica, es la armada estadounidense la que impide salir los petroleros con destino a las refinerías chinas. Xi Jinping llega con una economía debilitada y una demanda interna muy floja. Ambos necesitan que la cumbre sea un éxito y que puedan presumir de haber alcanzado grandes acuerdos. Sobre la mesa está Taiwán. Xi Jinping quiere que Trump se oponga formalmente a la independencia de la isla, una concesión que tendría un valor simbólico importante. En Pekín lo fían todo al tiempo. Saben que a Trump le quedan menos de tres años en el cargo y no desean provocarle. Tiempo es lo único que necesitan para que su economía remonte y Estados Unidos se canse de pelear en demasiados frentes. En La ContraRéplica: 0:00 Introducción 3:31 Cita en Pekín 35:17 Lidl, nº1 en calidad-precio 36:20 Sube la gasolina en EEUU 47:21 Contradicciones de la regularización · Canal de Telegram: https://t.me/lacontracronica · “Contra el pesimismo”… https://amzn.to/4m1RX2R · “Hispanos. Breve historia de los pueblos de habla hispana”… https://amzn.to/428js1G · “La ContraHistoria del comunismo”… https://amzn.to/39QP2KE · “La ContraHistoria de España. Auge, caída y vuelta a empezar de un país en 28 episodios”… https://amzn.to/3kXcZ6i · “Contra la Revolución Francesa”… https://amzn.to/4aF0LpZ · “Lutero, Calvino y Trento, la Reforma que no fue”… https://amzn.to/3shKOlK Apoya La Contra en: · Patreon... https://www.patreon.com/diazvillanueva · iVoox... https://www.ivoox.com/podcast-contracronica_sq_f1267769_1.html · Paypal... https://www.paypal.me/diazvillanueva Sígueme en: · Web... https://diazvillanueva.com · Twitter... https://twitter.com/diazvillanueva · Facebook... https://www.facebook.com/fernandodiazvillanueva1/ · Instagram... https://www.instagram.com/diazvillanueva · Linkedin… https://www.linkedin.com/in/fernando-d%C3%ADaz-villanueva-7303865/ · Flickr... https://www.flickr.com/photos/147276463@N05/?/ · Pinterest... https://www.pinterest.com/fernandodiazvillanueva Encuentra mis libros en: · Amazon... https://www.amazon.es/Fernando-Diaz-Villanueva/e/B00J2ASBXM #FernandoDiazVillanueva #donaldtrump #xijinping Escucha el episodio completo en la app de iVoox, o descubre todo el catálogo de iVoox Originals

Ken Liu (Computer Science PhD at the Stanford AI Lab) and Erik Chi (CS PhD at UMich) are the Creators of the Open Anonymity Project, which lets people prove things about themselves online without revealing their identity. In this episode we explore what it means for AI systems to "know" you; why today's so-called privacy modes fall short; and how the next generation of AI systems could be built with privacy as a default, rather than an afterthought. Key Takeaways:  What "unlinkable inference" means and why it changes the privacy model of AI chat tools What actually happens to your data the moment you hit "send" in a typical AI system Why incognito mode in AI tools is largely a UI illusion, rather than a real privacy protection The role of metadata in identifying and profiling users, and how "secretary models" could enable personalization without sacrificing privacy How anti-censorship and privacy intersect in a future dominated by agentic AI systems Why now is the time to rethink assumptions about privacy in AI tools Guest Bio: Ken Liu is a Computer Science PhD student at the Stanford AI Lab, advised by Percy Liang and Sanmi Koyejo. His research focuses on foundation models and data/user privacy, and the intersection between the two. His recent work studies the privacy properties of AI (such as membership, memorization, and unlearning), and various AI privacy tools (such as anonymization, differential privacy, and federated learning). His papers have earned spotlights at top venues, and his findings have been deployed at scale on Android. Ken also led a team to a 1st-place win at the US-UK PETs Prize sponsored by the White House OSTP and the UK Government. Previously, Ken spent time at Google DeepMind, Carnegie Mellon University, Meta, Apple, and Amazon. Erik Chi is a CS PhD at UMich, advised by J. Alex Halderman. His research focuses on security and privacy, particularly network security and anti-censorship. He worked on a new standard for implementing and distributing censorship circumvention protocols—a standard that's now being adopted by VPN vendors to help millions of users access the free Internet. He also did content moderation (surveillance) and recommendation systems at ByteDance before realizing how censors will evolve in the AI era. ---------------------------------------------------------------------------------------- About this Show: The Brave Technologist is here to shed light on the opportunities and challenges of emerging tech. To make it digestible, less scary, and more approachable for all! Join us as we embark on a mission to demystify artificial intelligence, challenge the status quo, and empower everyday people to embrace the digital revolution. Whether you're a tech enthusiast, a curious mind, or an industry professional, this podcast invites you to join the conversation and explore the future of AI together. The Brave Technologist Podcast is hosted by Luke Mulks, VP Business Operations at Brave Software—makers of the privacy-respecting Brave browser and Search engine, and now powering AI everywhere with the Brave Search API. Music by: Ari Dvorin Produced by: Sam Laliberte  

HOW TO HIRE IN THE PEOPLE'S REPUBLIC OF CHINA IN 2026   The post-pandemic recovery, shifting regulatory landscape, and explosive growth of domestic tech giants and surprising resilience of export economy in face of Trump Tariff War, have completely rewired how Chinese professionals evaluate opportunities.   What attracted top talent five years ago - multinational brand prestige, expat packages, hierarchical titles—now falls flat against the priorities of a new generation.   Meanwhile, local competitors are mastering AI-driven recruitment, offering unprecedented flexibility, and tapping into talent pools Western companies barely know exist. This webinar cuts through the noise to reveal what's actually working in China right now. If you're serious about building teams in the world's most complex talent market, this is your competitive intelligence briefing.   10 Critical Shifts Reshaping Hiring in China   • The Rise of "Quiet Loyalty" vs. "Lying Flat" • Domestic Giant Competition – How BYD, ByteDance, CATL, and Huawei are rewriting compensation, perks, and career development benchmarks—setting expectations that foreign employers now struggle to match • AI-Native Recruitment Platforms – Why LinkedIn's China exit created a fragmented ecosystem of super-apps (WeChat, Maimai, Boss Zhipin, Xiaohongshu) and how AI-powered matching algorithms on these platforms now determine candidate visibility • The Regulatory Tightrope – Navigating 2026's evolving data privacy laws, cross-border data transfer restrictions, and employment contract requirements that can derail hires before day one • Localiaation Beyond Translation – Why "glocal" strategies fail in China and how winning employers build autonomous, culturally-embedded talent teams rather than exporting Western HR playbooks • The Returnee Talent Wave – Tapping into the growing pool of overseas-educated Chinese professionals returning home - what they expect, what they're leaving behind, and why they choose local over multinational • Flexible Work Realities – Confronting the gap between China's 996 legacy and younger workers' demands for work-life balance, remote options, and mental health support—without sacrificing productivity expectations • Skills-First Hiring in Practice – Moving beyond degree pedigree and brand-name resumes to competency-based assessments, as China's education inflation makes traditional credentials increasingly unreliable signals • Employer Branding on Chinese Social – Mastering Xiaohongshu (Little Red Book), Douyin, and Zhihu for talent attraction—platforms where candidates research your reputation through employee-generated content, not corporate career pages • Succession-Proofing Your China Leadership – Addressing the critical shortage of ready-now local leaders and why 2026's winners are accelerating executive development programs rather than importing expat talent     All this and more as we tackle what it's like to hire on of the main drivers of the global economy.   We're on Tuesday May 5th, 10am BST / 5pm CST. Save your seat (click on the green button) to register and follow the channel here (recommended) to be notified whenever we go live with a new show.   Live session includes extended Q&A on your specific China hiring challenges. Recording available exclusively to registrants.

"Many of these AI advancements, where the U.S. is more on the innovative theoretical side of creating new models... China's really ahead on commercializing them, and that's their advantage. I think saying that China and the U.S. are equivalent in AI is probably an overstatement. I think the AI center of innovation continues to be in Silicon Valley. This could change—the gap is closing. I do think the U.S. is still ahead, but I think China is catching up."Fresh out of the studio, Bernard Leong reconnects with Rebecca Fannin, founder of Silicon Dragon Ventures and author of Tech Titans of China, six years on from their first conversation about the original landmark book. Rebecca traces China's transformation from copier to innovator, the decoupling of US-China venture capital and the reroute of capital flows toward the Middle East and Southeast Asia, and an AI race where China commercialises while the US theorises. The conversation moves through Chinese EV dominance, humanoid robotics, and semiconductor self-sufficiency, before opening out to a multipolar tech order with India and Saudi Arabia rising. She closes with a hopeful note on reopening US-China collaboration.Episode Highlights:[00:00] Quote of the Day by Rebecca Fannin from Silicon Dragon Ventures[01:00] Introduction: Rebecca Fannin[03:00] From copier to innovator: the global perception shift[04:00] BAT plus ByteDance: still the tech titans[05:30] Beyond BAT: TMD, ByteDance, DiDi go global[07:00] Temu and the de minimis tariff hit[09:00] Cross-border VC decouples: Sequoia, GGV split[10:00] Capital reroutes to the Middle East and Singapore[11:30] No more golden era for cross-Pacific VC[12:00] AI, quantum, semiconductor funding dries up[13:00] The 2020-2023 crackdown and Beijing's reset[15:00] Apple's supply chain dependency hard to unwind[16:00] The AI race: Chinese open-source models surge[17:30] China commercialises, the US theorises[18:30] Silicon Valley adopts 996 and Chinese-style attacks[20:30] Chinese EVs surpass Tesla and European makers[22:00] Why Xiaomi built a car where Apple couldn't[22:30] DJI, Unitree, UBTech: China's robotics dominance[24:00] Humanoid robots and the policy maker dilemma[25:00] China's semiconductor self-sufficiency push[25:30] Nvidia export controls and the SMIC question[27:00] What few in the West truly understood five years ago[28:00] Quantum computing as the long-term frontier bet[29:00] Beyond binary: India, ASEAN, Saudi Arabia, Israel[31:30] Why China's rise became the biggest tech story[33:00] Hope for a reopening of US-China collaboration[33:30] ClosingProfile: Rebecca Fannin, Author of "The New Tech Titans of China" and Silicon Dragon VenturesLinkedIn: https://www.linkedin.com/in/rebecca-fannin-533128/Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format.

ZusammenfassungIn dieser Episode stellen sich Stefan Ponitz und Andreas Pfeifer einer der drängendsten Fragen für Content-Creator, Berater und Unternehmer: Kann KI inzwischen wirklich eigenständig hochwertige Texte produzieren – oder bleibt der Mensch unverzichtbar? Die beiden diskutieren offen und konträr, wo die Grenzen der KI-generierten Texte liegen und wo sie längst überwunden sind. Du erfährst, warum nicht fehlende KI-Kompetenz das eigentliche Problem vieler Unternehmen ist – sondern unklare Positionierung, schwache Strategie und mangelnder Kundennutzen. Stefan erklärt anhand konkreter Praxisbeispiele, wie ein gut trainiertes RAG-System mit eigenem Datenfundament Blogartikel produzieren kann, die kaum noch menschliche Kontrolle benötigen. Andreas hält dagegen: Echte Haltung, authentische Anekdoten und Beziehungsaufbau lassen sich nicht einfach delegieren. Die Frage nach simulierten Emotionen führt beide sogar in philosophisches Terrain – und zu einem überraschenden Vergleich mit asiatischen Kulturen. Am Ende sind sich beide einig: Der Mensch muss am Anfang des Prozesses stehen – als Kurator, Trainer und Impulsgeber. Was danach passiert, darüber streiten sie noch. Picks - Tipps/Tricks & EmpfehlungenPerplexity Model Council: Perplexity hat einen sogenannten Model Council gelauncht – eine Funktion, bei der eine Frage parallel an mehrere KI-Modelle (z. B. Claude Opus, GPT, Gemini) geschickt wird. Ein Synthesizer-Modell vergleicht die Antworten und zeigt transparent, wo die Modelle übereinstimmen und wo sie sich widersprechen. Perfektes Tool, um ein Gespür für KI-Halluzinationen und Modellunterschiede zu entwickeln – perplexity.ai Seedance 2 (ByteDance): Das KI-Videomodell von ByteDance (hinter TikTok) ist in Version 2 erschienen und hat auch die Filmbranche aufhorchen lassen. Ein demonstrierter KI-Film mit Brad Pitt und Tom Cruise war selbst für Profis kaum als KI-generiert erkennbar – inklusive Audio und Filmmusik. Kostenlos ausprobierbar mit freien Credits – [Link einfügen / YouTube-Demo folgt in den Shownotes]Kontakt Andreas PfeiferLinkedIn: https://www.linkedin.com/in/andreaspfeifer/ Homepage: https://www.die-heldenhelfer.com/ Norbert SchusterLinkedIn: https://www.linkedin.com/in/norbertschuster/ Homepage: https://www.strike2.de/ Stefan PonitzLinkedIn: https://www.linkedin.com/in/stefan-ponitz/ Homepage: https://www.fokus-ki.de

On this episode, Amanda Head talks with Michael Sobolik to break down the real stakes behind the U.S.–China relationship, and why it matters more than ever for America's future.From TikTok and data security to energy independence and global trade, Sobolik unpacks how China maintains leverage on the world stage, including through vast oil reserves and diversified energy sources. He raises serious concerns about Beijing's reliability on key issues like fentanyl enforcement, citing a recent White House report that casts doubt on China's commitments.The conversation dives into the growing push to reshore pharmaceutical manufacturing, highlighting the national security risks of relying on China for critical medical supply chains. On TikTok, Sobolik argues the current deal falls short, warning that ties to ByteDance still pose unresolved concerns.They also explore Taiwan's defense spending and why its security is directly tied to U.S. strategic interests.Amanda also brings a personal, on-the-ground perspective, recounting her experience at the White House Correspondents' Association Dinner when a gunman attempted to breach security. The moment underscores the very real and immediate nature of national security threats, connecting global instability to risks felt at home.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Singapore's stability and business-friendly environment have long made it the regional hub of choice for tech giants such as Amazon, Google and ByteDance. However, the city-state's traditional role as a bridge between East and West is under pressure. Rising protectionism, technological decoupling and a global retreat from free trade now threaten the open flows of capital that built its wealth. To defend its crown, Singapore is going on the offensive. The government is pouring a fresh S$1 billion into public AI research, expanding critical infrastructure like Changi Airport, and pursuing capital market reform, including a tie-up with the Nasdaq. Will Singapore continue to thrive as a global hub? And will measures aimed at improving liquidity be enough to revive its IPO market? Sarah Jane Mahmud, senior financials analyst for Bloomberg Intelligence, joins host John Lee to discuss Singapore's global ambitions.See omnystudio.com/listener for privacy information.

On today's MadTech Daily we cover Meta planning to begin a new round of layoffs on 20th May, the White House and Anthropic holding “productive” AI talks, and ByteDance's profit being hit by AI costs despite an overseas surge.

Yu v. Bytedance, Inc.

Recorded April 2, 2026 - As part of our commitment to building the next generation of founders, The Korea Society is bringing Startup Scene to Yale Ventures – connecting one of the world's most dynamic consumer technology investors with Yale's entrepreneurial community. We are honored to welcome Eric Kim, Co-Founder and Managing Partner at Goodwater Capital and Yale University alumnus, for a fireside conversation on building global consumer technology companies across borders. Eric Kim will reflect on his journey to founding Goodwater Capital, a leading global venture firm with a portfolio of transformative consumer technology companies including Kakao, Coupang, Spotify, ByteDance, and Stitch Fix. Please join us as Eric shares insights on the rise of the global startup ecosystem, cross-border investment strategy, and how investors identify and scale the next generation of consumer platforms. This conversation will be moderated by Josh Geballe, Senior Associate Provost for Entrepreneurship and Innovation at Yale University and Managing Director of Yale Ventures. This program is supported by Hanwha Life Co-Hosted with Yale Ventures For more information, please visit the link below: https://www.koreasociety.org/corporate/2135-eric-kim

In this episode, Scott and Wes sit down with Tim Neutkens and Jimmi Lai from the Next.js team to dig into the new Adapters API, what it takes to run Next.js across platforms like Cloudflare and Netlify, and how caching and infrastructure choices affect performance. They also go deep on TurboPack's internals, why Next.js doesn't run on Vite, and the evolution of bundling in the framework. Show Notes 00:00 Welcome to Syntax! 01:14 Introduction to Next.js and the Adapter Platform Next.js Across Platforms 02:23 The Adapters API: Features and Community Needs 04:46 Building and Testing the Adapters API 07:37 Infrastructure Requirements for Next.js Apps 11:38 Caching Strategies and Performance Optimization 13:29 The Role of Cache Components in Next.js 17:21 First Steps of Optimizations. 19:48 Blessed Adapters and Community Contributions 22:56 Future Directions and Runtime Support 25:05 Challenges with Different Runtimes and Debugging 26:45 Webpack vs. TurboPack: The Evolution of Next.js 29:45 Why Not Run on Vite? 32:47 Navigating Bundler Challenges 36:59 Building TurboPack: Lessons Learned 41:42 Incremental Compilation and Performance Episode with ByteDance's Zack Jackson 43:50 Framework Comparisons and Performance Metrics 46:42 Exploring Future Directions for TurboPack 49:44 TurboPack's Integration and API Development 52:50 Standardization in Bundler Tools 56:52 TurboPack's Adoption and User Experience 57:49 Sick Picks + Shameless Plugs Sick Picks Tim: Acquired Podcast Jimmy: Hydrangea Coffee Shameless Plugs Jimmy: nextjs-across-platforms Hit us up on Socials! Syntax: X Instagram Tiktok LinkedIn Threads Wes: X Instagram Tiktok LinkedIn Threads Scott: X Instagram Tiktok LinkedIn Threads Randy: X Instagram YouTube Threads

While on Earth, Microsoft realizes it needs more data centers, and ByteDance moves into the video generation space.Starring Tom Merritt, Jenn Cutter, and Andy Beach.Show notes can be found here. Hosted on Acast. See acast.com/privacy for more information.

Jason Howell and Jeff Jarvis dig into Anthropic's back-to-back data leaks exposing Claude Code source and a secret frontier model called Mythos, OpenAI killing its adult chatbot and shuttering Sora, a record $122 billion funding round ahead of IPO, Apple letting third-party AI plug into Siri, university students fighting AI with typewriters, quantum researchers warning encryption could crack sooner than expected, and new AI video models from Google and ByteDance. Note: Time codes subject to change depending on dynamic ad insertion by the distributor. Chapters: 0:00:00 - Start 0:09:31 - Claude Code's source code appears to have leaked: here's what we know 0:17:59 - Exclusive: Anthropic acknowledges testing new AI model representing ‘step change' in capabilities, after accidental data leak reveals its existence 0:20:57 - Can we talk for a second about my time with Claude Cowork? 0:38:09 - The Sudden Fall of OpenAI's Most Hyped Product Since ChatGPT 0:43:53 - OpenAI closes record-breaking $122 billion funding round as anticipation builds for IPO 0:45:13 - Apple Plans to Open Up Siri to Rival AI Assistants Beyond ChatGPT in iOS 27 0:50:26 - College students are writing with AI – but a pilot study finds they're not simply letting it write for them 0:54:17 - University students fight artificial intelligence with vintage typewriters 1:02:14 - Exclusive: Anthropic acknowledges testing new AI model representing ‘step change' in capabilities, after accidental data leak reveals its existence 1:05:49 - Google commits to video generation, announces Veo 3.1 Lite 1:06:45 - ByteDance's new AI video generation model, Dreamina Seedance 2.0, comes to CapCut 1:08:03 - Meta launches two new Ray-Ban glasses designed for prescription wearers 1:10:14 - Google Gemini now lets you import your chats and data from other AI apps 1:12:50 - Bluesky leans into AI with Attie, an app for building custom feeds Learn more about your ad choices. Visit megaphone.fm/adchoices

Our 238th episode with a summary and discussion of last week's big AI news!Recorded on 03/18/2026Hosted by Andrey Kurenkov and Jeremie HarrisFeel free to email us your questions and feedback at andreyvkurenkov@gmail.com and/or hello@gladstone.aiRead out our text newsletter and comment on the podcast at https://lastweekin.ai/In this episode:* OpenAI released GPT-5.4 mini and nano with 400k-token context windows, higher per-token prices but claimed token-efficiency gains in Codex; nano is API-only and pitched for high-volume classification/data extraction despite a major price increase.* Mistral open-sourced the Small 4 model family (MoE, 119B total/6B active) combining reasoning, multimodal, and coding-agent capabilities, and announced Forge to help businesses train or post-train custom models.* Agent “operating system” competition intensified with Meta's acquired Manus launching a local Mac agent, Nvidia announcing NeMo/“Open Shell” sandboxed agent runtime, and Nvidia also unveiling DLSS 5 plus major hardware forecasts including Groq LPU integration.* Business and safety updates included OpenAI shifting focus toward productivity/enterprise amid competition, Microsoft reorganizing Copilot and frontier-model efforts, Meta delaying its next model, China-linked ByteDance deploying large Nvidia clusters abroad, and new safety work on steganography, chain-of-thought faithfulness, fine-tuning defenses, cyber-attack evals, and constitution/spec compliance.A thank you to our current sponsors:Box - visit Box.com/AI to learn moreODSC AI - go to odsc.ai/east and use promo code LWAI for an additional 15% off your pass to ODSC AI East 2026.Factor - head to factormeals.com/lwai50off and use code lwai50off to get 50 percent off and free breakfast for a yearTimestamps:(00:00:10) Intro / Banter(00:01:56) News PreviewTools & Apps(00:02:39) OpenAI ships GPT-5.4 mini and nano, faster and more capable but up to 4x pricier(00:08:04) Mistral's new Small 4 model punches above its weight with 128 expert modules(00:14:03) Meta's Manus launches 'My Computer' to turn your Mac into an AI agent - 9to5Mac(00:17:57) NVIDIA Announces NemoClaw for the OpenClaw Community | NVIDIA Newsroom + Nvidia boosts knowledge work with Open Agent Development Platform(00:24:09) DLSS 5 looks like a real-time generative AI filter for video games | The Verge(00:26:36) OpenAI to Launch ChatGPT 'Adult Mode' Despite Warnings From Its Own Advisers - CNETApplications & Business(00:33:46) OpenAI Reportedly Pivoting to a Focus on Business and Productivity Only(00:41:25) Nvidia GTC 2026: CEO Jensen Huang sees $1 trillion in orders for Blackwell and Vera Rubin through '27(00:45:44) Mistral launches Forge to help enterprises build their own AI models(00:54:17) China's ByteDance gets access to top Nvidia AI chips, WSJ reports(00:57:57) Meta Delays Rollout of New A.I. Model After Performance Concerns(01:02:50) Microsoft Shakes Up AI Division As Copilot Falls Behind Google and OpenAIPolicy & Safety(01:07:26) A Decision-Theoretic Formalisation of Steganography With Applications to LLM Monitoring(01:13:09) Reasoning Theater: Disentangling Model Beliefs from Chain-of-Thought(01:18:29) In-Training Defenses against Emergent Misalignment in Language Models(01:23:07) How do frontier AI agents perform in multi-step cyber-attack scenarios?(01:25:20) Eval awareness in Claude Opus 4.6's BrowseComp performance(01:29:49) Introducing Bloom: an open source tool for automated behavioral evaluations(01:32:26) How well do models follow their constitutions?(01:37:11) Nvidia's H200 License Stirs Security Concern Among Top DemocratsResearch & Advancements(01:40:050) [2603.15031] Attention Residuals(01:47:11) Mamba-3: Improved Sequence Modeling using State Space PrinciplesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

From January 13, 2025: In a live conversation on January 10, Lawfare Tarbell Fellow in Artificial Intelligence Kevin Frazier talked to Lawfare Senior Editor Alan Rozenshtein and Senior Staff Attorney at the Knight Institute Ramya Krishnan about the Supreme Court oral arguments over the legislation passed by Congress that bans TikTok unless its parent company ByteDance divests from the app, the arguments made by the different sides, and their predictions about how the Court might rule.To receive ad-free podcasts, become a Lawfare Material Supporter at www.patreon.com/lawfare. You can also support Lawfare by making a one-time donation at https://givebutter.com/lawfare-institute.Support this show http://supporter.acast.com/lawfare. Hosted on Acast. See acast.com/privacy for more information.

13 years of podcasting has taught us nothing; companies are lying about AI layoffs while Meta destroys itself from the inside; Andreessen has zero introspection and it shows; Dune 3 looks incredible; Firefly lives again; one idiot executive staked Buffy; Adobe paid $75M for being evil; your AI passwords are garbage; Dave Bittner is here to make you feel worse about all of it.Sponsors:DeleteMe - Get 20% off your DeleteMe plan when you go to JoinDeleteMe.com/GOG and use promo code GOG at checkout.SquareSpace - go to squarespace.com/GRUMPY for a free trial. And when you're ready to launch, use code GRUMPY to save 10% off your first purchase of a website or domain.Private Internet Access - Go to GOG.Show/vpn and sign up today. For a limited time only, you can get OUR favorite VPN for as little as $2.03 a month.SetApp - With a single monthly subscription you get 240+ apps for your Mac. Go to SetApp and get started today!!!1Password - Get a great deal on the only password manager recommended by Grumpy Old Geeks! gog.show/1passwordShow notes at https://gog.show/738Watch on YouTube: https://youtu.be/pykGjOmMs5cFOLLOW UPGOG Ep 1: How to Make Money on the Internet - March 25th, 2013The ‘AI-Washing' of Job Cuts Is Corrosive and ConfusingRace on to establish globally recognised 'AI-free' logoBillionaire Marc Andreessen says he has "zero" introspection, and that the idea itself is a modern invention.Gamblers trying to win a bet on Polymarket are vowing to kill me if I don't rewrite an Iran missile storyIN THE NEWSAtlassian to cut roughly 10% jobs in pivot to AIMeta is reportedly planning to cut up to 20 percent of its staff in upcoming layoffsMeta Is Building an Encrypted Chatbot After AI Agents Went Rogue and Exposed Sensitive DataMeta Says It Is Removing End-to-End Encryption From Instagram Direct MessagesMeta is testing clickable links in Instagram captions for verified subscribersEncyclopedia Britannica sues OpenAI for copyright and trademark infringementSenators tell ByteDance to shut down Seedance 2.0 AI video app 'immediately'Things Are Suddenly Looking Incredibly Bad for Trump's Social Media CompanyTrump administration will reportedly get $10 billion for brokering the TikTok dealThe Billionaire Backlash Against a Philanthropic DreamJeff Bezos' Washington Post Now Setting Readers' Subscription Prices With Uber-Style AIAPPS & DOODADSAdobe agrees to pay settlement for making its subscriptions hard to cancelEverything you need to know to design with StitchWhat is DESIGN.md?Warning: Your AI-Generated Password Is a Major Security Risk. Here's What to Use InsteadMEDIA CANDYDune: Part Three | Official Teaser TrailerHow ‘Dune: Part Three' Is Changing the Entire ‘Dune' Franchise"Paradise" has been renewed for Season 3 at Hulu, Variety has learned.Paradise on HuluMars ExpressNathan Fillion Says ‘Firefly' Animated Series In Development With Co-Stars Set To Reprise Roles; Concept Art RevealedSarah Michelle Gellar Says a Single Executive Was Responsible for Killing the ‘Buffy' Reboot‘V For Vendetta' at 20: We Spoke to Its Director About the Increasingly Relevant Comic AdaptationTHE DARK SIDE WITH DAVEDave BittnerThe CyberWireHacking HumansCaveatControl LoopOnly Malware in the BuildingDisney's 100% Rotten Tomatoes Masterpiece Returns This Fall With Brand-New ReleaseShhh… It's zombie proof. Kia's all-electric rangeThe Last Quiet Thing by Terry GodierEvel Knievel Kings Island 1975 - Farthest Successful Jump at 133 feet70's Evel Knievel Toy Commercial IDEALEvel Knievel's 14 Greyhound Bus Jump Oct 25th 1975 HD enhanced. Epic WORLD RECORD.Craig Ferguson's Evel Knievel Story is Wild!!Being EvelWembley 50th Anniversary Evel Knievel Stunt Cycle Set – Limited Gold EditionEvel Knievel Stunt Cycle - Trail Bike EditionSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, we explore Mistral's new 'Forage' platform for custom AI models, the Pentagon's development of AI alternatives to Anthropic, and Google's expansion of its personal intelligence features. We also cover updates on BuzzFeed's 'AI slop apps' and the controversy surrounding ByteDance's 'SeedDance' AI video app.Chapters00:00 AI News Roundup & AIBox.ai Updates02:12 Google's Personal Intelligence Expansion04:03 Pentagon Building Anthropic Alternatives06:01 Mistral Forage Launches for Enterprise AI07:40 BuzzFeed's AI Content Experiment08:40 US Senators Call for SeedDance Shutdown LinksGet the top 70+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustle

The AI discourse is absolutely frenetic right now — everything from Karpathy's misinterpreted jobs visualization to a viral dog cancer cure story that's both less and more than it seems. NLW's argument: we're in AI's Second Moment, the agentic equivalent of the original ChatGPT shock, but with bigger capabilities, billions more people in the conversation, higher economic stakes, and an industry that's had three years to get worse at explaining itself. In the headlines: a preview of NVIDIA's GTC, SEC filings quietly listing AI agents as a material risk, and ByteDance shelving its video model over copyright disputes.Learn more about AGENT MADNESS: Our 64-Bracket tournament to find the coolest Agent of 2026 ⁠⁠⁠⁠https://www.agentmadness.ai/⁠⁠⁠⁠Brought to you by:KPMG – Agentic AI is powering a potential $3 trillion productivity shift, and KPMG's new paper, Agentic AI Untangled, gives leaders a clear framework to decide whether to build, buy, or borrow—download it at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.kpmg.us/Navigate⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Mercury - Modern banking for business and now personal accounts. Learn more at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://mercury.com/personal-banking⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AIUC-1 - Get your agents certified to communicate trust to enterprise buyers - ⁠⁠⁠⁠⁠https://www.aiuc-1.com/⁠⁠⁠⁠⁠Blitzy - Want to accelerate enterprise software development velocity by 5x? ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blitzy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AssemblyAI - The best way to build Voice AI apps - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.assemblyai.com/brief⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Robots & Pencils - Cloud-native AI solutions that power results ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://robotsandpencils.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Agent Readiness Audit from Superintelligent - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://besuper.ai/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://pod.link/1680633614⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Our Newsletter is BACK: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aidailybrief.beehiiv.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Interested in sponsoring the show? sponsors@aidailybrief.ai

A.M. Edition for Mar. 13. The U.S. military confirms that four U.S. servicemembers were killed yesterday when a refueling plane crashed in Iraq. The deaths mark the first U.S. Air Force losses since the start of the war. Plus, TikTok parent company ByteDance secures access to top Nvidia chips in its bid to compete with the world's most popular AI apps. And WSJ's Jennifer Williams explains how U.S. employers plan to cope with the biggest annual jump in health-insurance costs in 15 years. Luke Vargas hosts. Check out what WSJ critics had to say about this year's Best Picture nominees.  Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: FedEx plans to expand its use of AI agents. And Adobe's CEO abruptly steps down after 18 years. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: FedEx plans to expand its use of AI agents. And Adobe's CEO abruptly steps down after 18 years. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Oil prices hold above $100, despite U.S. plan to allow countries to purchase sanctioned Russian crude already at sea. And TikTok's parent company ByteDance ramps up AI cloud computing power outside China. Daniel Bach hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Send a textByteDance  — the company behind TikTok — just released Seedance, a next-generation AI video model capable of generating shockingly realistic cinematic footage from simple text prompts. And the industry is not amused.From viral AI-generated clips featuring hyper-realistic versions of stars like Tom Cruise to growing legal threats from studios and unions like SAG-AFTRA, this isn't just another tech story — it's a potential turning point for actors, studios, visual effects teams, and the entire economics of filmmaking.Are we witnessing the democratization of cinema…or the destabilization of Hollywood itself?In this episode, we break down:• What Seedance actually does• Why studios are reacting so aggressively• The copyright and likeness issues at stake• And whether this is the future of filmmaking — or a legal war waiting to explodeThis isn't sci-fi anymore. It's happening now. Let us know your thoughts in the comments — is AI the ultimate creative tool… or Hollywood's biggest threat?Support the show

Apple unveiled the MacBook Neo, the company's foray into a low-cost laptop. The iPhone Fold's supposed design has leaked through 3D CAD rendering files. And a toolkit for hacking iPhones has leaked. 18 years later, Apple ships a $599 computer. Apple's TikTok ads for the MacBook Neo are the right kind of weird. Apple creates adorable little Finder guy to promote its adorable little Mac. The new Apple begins to emerge. Apple 'Ultra' products expansion is up next after MacBook Neo launch. iPhone Fold design leaks in purported 3D CAD rendering files. Apple's 'HomePad' gets launch timing update via leaker. Apple's 512GB Mac Studio vanishes, a quiet acknowledgment of the RAM shortage. Apple Music to add Transparency Tags to distinguish AI music, says report. Apple ran a test on the App Store to see if AI could improve search result rankings. Apple geoblocking downloads of ByteDance-owned apps in the US. A toolkit for hacking iPhones, possibly created for the U.S. Government, has leaked. F1: The Stream - how the launch leveraged Apple's entire ecosystem. 'Apple' Review: Reinvention Incorporated. Picks of the Week Christina's Pick: What's Your JND Game Andy's Pick: Kids, Wait Till You Hear This Jason's Pick: Cloth Pro Max Leo's Pick: Art Bits from HyperCard Hosts: Leo Laporte, Andy Ihnatko, Jason Snell, and Christina Warren Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. 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: hipebl.ai helixsleep.com/macbreak

Apple unveiled the MacBook Neo, the company's foray into a low-cost laptop. The iPhone Fold's supposed design has leaked through 3D CAD rendering files. And a toolkit for hacking iPhones has leaked. 18 years later, Apple ships a $599 computer. Apple's TikTok ads for the MacBook Neo are the right kind of weird. Apple creates adorable little Finder guy to promote its adorable little Mac. The new Apple begins to emerge. Apple 'Ultra' products expansion is up next after MacBook Neo launch. iPhone Fold design leaks in purported 3D CAD rendering files. Apple's 'HomePad' gets launch timing update via leaker. Apple's 512GB Mac Studio vanishes, a quiet acknowledgment of the RAM shortage. Apple Music to add Transparency Tags to distinguish AI music, says report. Apple ran a test on the App Store to see if AI could improve search result rankings. Apple geoblocking downloads of ByteDance-owned apps in the US. A toolkit for hacking iPhones, possibly created for the U.S. Government, has leaked. F1: The Stream - how the launch leveraged Apple's entire ecosystem. 'Apple' Review: Reinvention Incorporated. Picks of the Week Christina's Pick: What's Your JND Game Andy's Pick: Kids, Wait Till You Hear This Jason's Pick: Cloth Pro Max Leo's Pick: Art Bits from HyperCard Hosts: Leo Laporte, Andy Ihnatko, Jason Snell, and Christina Warren Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. 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: hipebl.ai helixsleep.com/macbreak

Apple unveiled the MacBook Neo, the company's foray into a low-cost laptop. The iPhone Fold's supposed design has leaked through 3D CAD rendering files. And a toolkit for hacking iPhones has leaked. 18 years later, Apple ships a $599 computer. Apple's TikTok ads for the MacBook Neo are the right kind of weird. Apple creates adorable little Finder guy to promote its adorable little Mac. The new Apple begins to emerge. Apple 'Ultra' products expansion is up next after MacBook Neo launch. iPhone Fold design leaks in purported 3D CAD rendering files. Apple's 'HomePad' gets launch timing update via leaker. Apple's 512GB Mac Studio vanishes, a quiet acknowledgment of the RAM shortage. Apple Music to add Transparency Tags to distinguish AI music, says report. Apple ran a test on the App Store to see if AI could improve search result rankings. Apple geoblocking downloads of ByteDance-owned apps in the US. A toolkit for hacking iPhones, possibly created for the U.S. Government, has leaked. F1: The Stream - how the launch leveraged Apple's entire ecosystem. 'Apple' Review: Reinvention Incorporated. Picks of the Week Christina's Pick: What's Your JND Game Andy's Pick: Kids, Wait Till You Hear This Jason's Pick: Cloth Pro Max Leo's Pick: Art Bits from HyperCard Hosts: Leo Laporte, Andy Ihnatko, Jason Snell, and Christina Warren Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. 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: hipebl.ai helixsleep.com/macbreak

Apple unveiled the MacBook Neo, the company's foray into a low-cost laptop. The iPhone Fold's supposed design has leaked through 3D CAD rendering files. And a toolkit for hacking iPhones has leaked. 18 years later, Apple ships a $599 computer. Apple's TikTok ads for the MacBook Neo are the right kind of weird. Apple creates adorable little Finder guy to promote its adorable little Mac. The new Apple begins to emerge. Apple 'Ultra' products expansion is up next after MacBook Neo launch. iPhone Fold design leaks in purported 3D CAD rendering files. Apple's 'HomePad' gets launch timing update via leaker. Apple's 512GB Mac Studio vanishes, a quiet acknowledgment of the RAM shortage. Apple Music to add Transparency Tags to distinguish AI music, says report. Apple ran a test on the App Store to see if AI could improve search result rankings. Apple geoblocking downloads of ByteDance-owned apps in the US. A toolkit for hacking iPhones, possibly created for the U.S. Government, has leaked. F1: The Stream - how the launch leveraged Apple's entire ecosystem. 'Apple' Review: Reinvention Incorporated. Picks of the Week Christina's Pick: What's Your JND Game Andy's Pick: Kids, Wait Till You Hear This Jason's Pick: Cloth Pro Max Leo's Pick: Art Bits from HyperCard Hosts: Leo Laporte, Andy Ihnatko, Jason Snell, and Christina Warren Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. 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: hipebl.ai helixsleep.com/macbreak

Mitchell Green is a legendary growth equity investor and the Founder and Managing Partner of Lead Edge Capital, a firm with over $5 billion in assets under management. Known as a relentless "money maker", Mitchell has led investments in the likes of Bytedance, Toast, Procore, Duo Security and more. AGENDA: 0:00 The SaaS Apocalypse: Why Incumbents Aren't Going to Zero 05:50 "Dead Money": Why Public Software Estimates Were Too High 08:15 Leverage is the Enemy: Lessons from the 1999 Retail Crash 11:50 The Truth About Growth Equity: Zeroes vs. 10X Returns 15:40 Mainframes to AI: Why Oracle and SAP Will Thrive 20:35 The "Stock-Based Comp" Scandal: Silicon Valley's Hidden Crime 24:35 ByteDance vs. The World: Why China Could Win the AI War 31:50 Selling is the Job: Why Buying is the Most Glamorous Part of VC 35:45 Too Many Tourists: Why 50% of VCs Shouldn't Be in the Business 44:10 The Gross Dollar Retention Rule: The Only Number That Matters in SaaS

In this episode of China Decode, Alice Han and James Kynge unpack the International Monetary Fund's blunt warning that China's export-led growth model is nearing its limits — just as the Supreme Court of the United States rolls back sweeping Trump-era emergency tariffs, reshaping the trade war at a pivotal moment. Then, China's hospitals are going viral. From Beijing to Hainan, foreign patients are seeking faster, cheaper treatment as part of Beijing's “Healthy China 2030” push to turn healthcare into a new growth engine — but could that spark domestic backlash? And finally, Seedance 2.0, the powerful new AI video model from ByteDance, is generating hyper-realistic celebrity deepfakes and rattling Hollywood. Is this the future of filmmaking — or the start of a new AI arms race? Learn more about your ad choices. Visit podcastchoices.com/adchoices

ByteDance released an AI video of Brad Pitt fighting Tom Cruise. Someone on Reddit claims they went into a job interview and was asked if they use ChatGPT. ChatGPT analyzes the behavior tendencies of the show members. 

Episode 781: Neal and Toby chat about the growing concern of a memory chip shortage in the wake of the AI boom. Then, ByteDance's AI video generator is so good that it's caused multiple studios to send out cease and desist orders. Meanwhile, Detroit is hoping the return of the sedan will be the answer to America's affordability crisis. Also, Toby dives into the trend of “maxxing,” the term that has spread across social media and taken over the manosphere.  Learn more about FlavCity at https://go.shopflavcity.com/mbds  Sign up for our monthly trivia! https://mbdtrivianight-feb2026.splashthat.com/  Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠ Watch Morning Brew Daily Here:⁠ ⁠⁠https://www.youtube.com/@MorningBrewDailyShow⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

From the BBC World Service: The Chinese tech company ByteDance says it'll curb its AI video app, Seedance, which is being used to create viral life-like clips of Hollywood stars; Disney and other entertainment giants have threatened legal action over it. Then, the UK government says it will review its regulation of AI to better protect children online. And later, Starbucks is hoping AI will help turn around the company's fortunes.