Podcasts about chinese ai

An unreleased OpenAI model just broke out of its sandbox and hacked Hugging Face using chained attacks, while the companies defending against it had to turn to a nearly unguardrailed Chinese model to fight back. The result? A real-world stress test of guardrails, hype, and global AI competition. Hugging Face breach: OpenAI claims its models were responsible AI just disproved the 87-year-old Jacobian conjecture Quoting Sam Altman Top Pentagon official blasts OpenAI's Dean Ball Exclusive: Nvidia's Jensen Huang defends Chinese AI amid Kimi panic Xi Jinping casts himself as leader of new AI world order Data center opponents stage 142 protests across 42 US states NotebookLM is now Gemini Notebook Google's Red-Hot Cloud Growth Drives Second-Quarter Revenue Gains Meta in Talks to Lease Computing Power to Anthropic in Potential $10 Billion Deal Anthropic's $1.5B copyright settlement approved; only 350 authors opted out AMD commits up to $5 billion to Anthropic Netflix Co-CEO Explains How Gen-AI Was Used in 300 Different Titles: 'We Believe It Is Going to Enhance Their Abilities' Bellwether Lawsuit Against Meta Over Social Media Addiction Is Dropped Google is building a chip with Gemini baked into the silicon Cyclospora all the time Jensen's jacket auctioned. Guess the price " Everyone Gets Lost at the Pitbull Concert" John C. Dvorak dies at age 80 Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Nate B. Jones Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: rippling.ai/machines zscaler.com/security

OpenAI has revealed that one of their AI agents went rogue during a test and hacked a startup. Hugging Face reportedly had to use an open-source Chinese model to contain the cyber attack. It comes as Kimi K3, a powerful new Chinese AI model, is challenging OpenAI and Anthropic's most capable systems on some benchmarks – calling America's tech dominance into question. Danny Fortson and Katie Prescott discuss what this means for the global AI race and how it casts doubt over OpenAI and Anthropic's mega IPOs. But while the rest of the world is racing ahead to build the best AI, Britain's new Prime Minister Andy Burnham has caused a stir by scrapping the Department for Science, Innovation and Technology. Katie explains why the tech community is concerned. Plus, they hear from James Morgenstern, the founder of MeatLayer, a marketplace where AI bots can hire humans to do small tasks. They talk about whether agents make better bosses than humans, and what the future of work looks like. Watch on YouTube Read more: China's cheap AI is a real threat to US tech giants Get in touch: techpod@thetimes.co.uk Producer: Marnie Duke Executive Producer: Priyanka DeladiaVideo Producer: Max HoldenImage: Getty Hosted on Acast. See acast.com/privacy for more information.

ITU: Ready to break through your biggest business bottleneck? Apply to work with me 1:1 - https://impacttheory.co/SCALESign up for my AI Masterclass: https://tombilyeu.com/ai-masterclass?utm_campaign=TBS-Livestream&utm_source=youtube&utm_medium=socialWelcome to another episode of Impact Theory with Tom Bilyeu! In today's show, Tom dives headfirst into the latest groundbreaking developments shaking up the worlds of AI, geopolitics, and beyond. From OpenAI's latest model hacking its way out of a test environment and the explosive competition between American and Chinese AI models, to major policy moves from Trump—think tariffs on generic drugs and high-stakes strikes on Iran's nuclear facilities—Tom pulls no punches unpacking the biggest stories. Along the way, he tackles pressing questions about the arms race in artificial intelligence, election integrity, and shifting global economic power.Expect candid analysis of how propaganda and incentive systems drive both technology and politics, the philosophical debates raging around AI regulation, and some lively cultural detours—including the future of human longevity and what Christopher Nolan's latest epic says about morality. Loaded with sharp perspective and a commitment to exploring all sides, this episode is your window into the headlines that will shape our future. So buckle up—today's conversations may challenge everything you think you know.Chapters: 00:00 Discussing unbiased news sources07:12 AI moving at machine speed15:41 Self-regulating through personal values20:52 Concerns about AI training data25:47 Deciding between patent or trade secret27:13 Discussing Palantir's AI solutions36:49 Reflecting on initial thoughts on Iran40:54 Trump's strategy with Iran47:30 Admitting uncertainty in discussions51:11 China and the concept of fascism55:59 Discussion on voter fraud concerns01:00:57 Discussing media and integrity standards01:05:07 Senate's role in representation01:13:44 Cultural sensitivity in character adaptation01:18:07 Praising Christopher Nolan's latest film01:21:54 Cell aging and methylation process01:31:19 Speculating on new nation concepts01:36:30 Gambling laws in video gamesSponsors: Quince: Free shipping and 365-day returns at https://quince.com/impactpodWhatnot: Download the Whatnot app today and get free shipping on your first order.Ketone IQ: Visit https://ketone.com/IMPACT for 30% OFF your subscription orderATT Business: Switch to AT&T Business at business.att.comIncogni: Take your personal data back with Incogni! Use code IMPACT at the link below and get 60% off an annual plan: https://incogni.com/impact Pique: 20% off at https://piquelife.com/impactNetsuite: Right now, get our free business guide, Demystifying AI, at https://NetSuite.com/TheorySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

P.M. Edition for July 21. Recent AI models from China claim they're just as powerful as some of the most cutting-edge models from OpenAI and Anthropic. Journal reporter Amrith Ramkumar joins to discuss the latest reactions from Silicon Valley and the White House. Plus, General Motors had a strong second quarter as consumers kept buying pickup trucks and SUVs. And New Jersey says a software error led to almost 400 non-citizens voting in elections in the state since 2023. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Novo Nordisk files a deceptive advertising lawsuit against Eli Lilly. And the latest Chinese AI model launches rattle expectations for the biggest AI players in the US. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Google launched Gemini 3.6 Flash and started pretraining Gemini 4. China weighed tightening AI export controls, Bessent said the US would probe Chinese model distillation, Apple prepped a Klarna-backed leasing program, and OpenAI passed 10M Codex and Work users. Google launches Gemini 3.6 Flash, 3.5 Flash-Lite, and 3.5 Flash Cyber (9to5Google) Google launches Gemini 3.6 Flash, 3.5 Flash-Lite, and 3.5 Flash Cyber, and says it has started its "most ambitious pre-training run yet" for Gemini 4 (CNBC) Sources: China is weighing tightening AI and chip export controls and is consulting leading domestic AI companies, in a bid to slow advanced tech acquisitions (FT) US Treasury Secretary Scott Bessent says the Trump administration will investigate whether Chinese AI models were illegally distilled from American models, and raises the possibility of sanctions (CNBC) Sources: Apple plans to launch Apple Upgrade, a leasing program for iPhone, iPad, Mac, and Apple Watch, in partnership with Klarna in the US next week (Bloomberg) OpenAI says it now has 10M people using Codex and ChatGPT Work, nearly doubling usage from earlier this month when the company announced ChatGPT Work (Bloomberg) OpenAI says it now has 10M people using Codex and ChatGPT Work, nearly doubling usage from earlier this month when the company announced ChatGPT Work (Implicator AI) Garmin launches the Cirqa Smart Band, a $200 screenless fitness tracker that monitors 80+ activities with an up to 10 day battery life, to compete with Whoop (Bloomberg) Garmin launches the Cirqa Smart Band, a $200 screenless fitness tracker that monitors 80+ activities with an up to 10 day battery life, to compete with Whoop (The Verge) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

A U.S. vs China AI cold war is starting, and most business leaders have no idea they're already in it.China's open models just closed the gap with America's best, oftentimes at a fraction of the price.Now both governments are moving to wall off their AI within days of each other.Why? Because this was never about benchmarks. It's about power y'all. We break it all down on today's show and help you figure out the 101 of the AI war between U.S. and China. The U.S. vs China AI Cold War Is Starting: What It Means and How It Impacts You -- An Everyday AI Chat with Jordan WilsonNewsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageToday's Episode on LinkedIn: Thoughts on this? Join the convo on LinkedIn and connect with other AI leaders.Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:U.S.-China AI Cold War OverviewChinese AI Models Closing U.S. GapGovernment Restrictions on AI Model AccessEconomic and Geopolitical AI Power StruggleRisks for U.S. Businesses Using Chinese AIOpen Source vs. Closed Source AI DebateChinese AI Model Pricing Undercuts U.S.AI Model Distillation and U.S. Security ConcernsEnterprise AI Cost-Effectiveness BenchmarksMicrosoft Testing Chinese AI DeploymentsFuture AI Model Export Controls & StrategiesRecommendations for AI Model Sourcing and RiskTimestamps:00:00 US-China AI tensions escalate04:30 Switching to Chinese AI models08:47 US vs China in open source models11:39 China's narrative control efforts14:42 Challenges in AI model development18:25 Differentiating open source strategies23:04 AI model cost-effectiveness analysis26:31 US measures against model distillation29:38 Discussing Microsoft's use of AI models31:17 Controlling export of AI modelsKeywords: US vs China AI cold war, China AI restrictions, US AI restrictions, AI model export controls, Chinese open source AI models, AI geopolitical power, economic growth through AI, global AI standards, AI superpower race, AI model benchmarks, open weight models, enterprise AI deployment, trillion parameter AI models, Microsoft AI model testing, AI model pricing, Claude Fable 5, GPT-5.6, GLM 5.2, Kimmi K3, Alibaba Qwen 3.8, model distillation, AI cybersecurity risks, AGI leadership, military AI use cases, China narrative control, model adoption, compute power for AI, AI training data, AI export law, US national security and AI, model routing, mixture of models, cost per intelligence index, Anthropic models, cost per task AI, model capability parity, AI market adoption, cloud competition, AI architecture innovation, AI model sanctionsSend Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info) Ready for ROI on GenAI? Go to youreverydayai.com/partner 

News sources: https://lmg.gg/Nv3pi Timestamps: 0:00 US considers banning Chinese AI models 1:37 LG monitors install McAfee promos 2:53 HP fined over toner cartel 4:55 QUICK BITS INTRO 5:05 France blocks Polymarket 5:39 dbrand's Companion Cube returns 6:11 Google's wildfire satellites launch 6:41 Humanoid robot teacher enters classrooms 7:30 A spinning drone becomes nearly invisible 8:14 Credits Learn more about your ad choices. Visit megaphone.fm/adchoices

Financial markets and AI enthusiasts are increasingly taking notice of what's happening in China.Over the weekend, a Chinese start-up known as Moonshot, released a new AI model called Kimi K3 that rivals the flagship versions from Anthropic and OpenAI, but at a fraction of the price.What does this mean for the race to dominate the AI future?

Spain is the new soccer world champ, but Kalshi was also a winner from the World Cup as it added three million new users. On today's show, Jon, Matt, and Rachel discuss the state of the predictions market and explain how predicting the outcome of an event is fundamentally different than investing in a stock. The team then moves into discussing how China's Kimi K3 AI model could be disruptive to some companies and provide a tailwind for others. And the show closes with a mailbag question about digital advertising.Jon Quast, Matt Frankel, and Rachel Warren discuss:-The World Cup drove adoption of prediction markets-The difference between investing and gambling-How China's Kimi K3 model could disrupt the AI space-Whether Nvidia stock could be a hidden beneficiary-Mailbag: The outlook for digital advertisingCompanies discussed: Kalshi, DraftKings (DKNG), Flutter Entertainment (FLUT), Meta Platforms (META), Anthropic, OpenAI, Nvidia (NVDA), Alphabet (GOOG)(GOOGL)Host: Jon QuastGuests: Matt Frankel, Rachel WarrenEngineer: Kristi Waterworth Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Stay informed on current events, visit www.NaturalNews.com  - Kimmy K3 AI Model and Solar Project Updates (0:02) - Recommendations for Solar Equipment and Pekron Solar Well Power Station (8:21) - Global Famine Prediction for 2027 (14:59) - Impact of the War on Food Supply and Global Economy (38:40) - Formation of the World Artificial Intelligence Cooperation Organization (WAICO) (41:54) - Challenges and Opportunities for WAICO (54:35) - Comparison of Western and Eastern AI Development (54:56) - Potential Risks and Benefits of AI Development (1:12:39) - Personal Reflections and Call to Action (1:15:21) - Conclusion and Future Outlook (1:21:05) - Kimi K3 vs. Anthropic: Performance and Cost Comparison (1:21:24) - China's AI Advancements and Collaboration (1:30:15) - Cultural Differences and AI Development (1:32:32) - Economic and Political Implications of AI Development (1:46:52) - Zach Voorhees on AI and Government Influence (2:01:22) - AI Cybersecurity and Ethical Concerns (2:13:07) - The Future of AI and Humanity (2:14:49) - Preparing for the AI Future (2:20:28) - The Role of Open-Source AI Models (2:20:42) - The Impact of AI on Global Competition (2:36:02) Watch more independent videos at http://www.brighteon.com/channel/hrreport  ▶️ Support our mission by shopping at the Health Ranger Store - https://www.healthrangerstore.com ▶️ Check out exclusive deals and special offers at https://rangerdeals.com ▶️ Sign up for our newsletter to stay informed: https://www.naturalnews.com/Readerregistration.html Watch more exclusive videos here:

  Group Chat News is back with the hottest stories of the week. Spain takes the World Cup, a free Chinese AI model just got rated #1 in the world, and the guys break down the Trump Accounts revolution — why every kid in America getting $1,000 in the market might be the biggest wealth-creation story in decades. Plus 550,000 people are now worth $30 million or more, Netflix gets hammered, fat cats are getting Ozempic, and Tom Brady has a problem. This week's Group Chat covers: Spain wins the World Cup — Argentina's dirty play, the $15 billion FIFA haul, and the Cup coming back to America Kimi — the free Chinese AI model rated #1 in the world that just maxed out its GPUs Fable 5, ChatGPT 5.6, and the AI model wars: what's anyone's moat anymore? The valet test — why 99% of small businesses still haven't spent $20 on AI GLP-1s for pets — fat cats, Ozempic, and the $200 billion pet economy Netflix down 30% — great company, hammered stock, and the Home Run Derby nobody could find Why all the capital is crowding into AI and semis while everything else gets abandoned Trump Accounts — $1,000 for every kid born, 6.5 million families signed up, and the app designed by Airbnb's co-founder Brad Gerstner's masterstroke and using the S&P 500 to save Social Security Stock is the new charity — why billionaires should give shares, not donations 550,000 people are now worth $30 million+ — up 14% in one year Fanatics Fest, the Tom Brady problem, and what his advisor should tell him And much more! Drop us a 5-star rating and a review if you're rocking with the show.

Alibaba launched Qwen3.8 Max as Moonshot paused Kimi K3 signups amid demand. The Trump administration weighed a slow squeeze on Chinese AI, Hugging Face used China's GLM-5.2 after US guardrails blocked its breach forensics, and Google built a Gemini chip. Alibaba launches a 2.4T parameter Qwen3.8 Max preview that it says rivals frontier AI models and is second only to Fable 5, plans to make it "open-weight soon" (Bloomberg) The Trump administration has reportedly explored sanctions, security warnings, and executive-order requirements since 2025 to build a slow, durable squeeze on Chinese AI models instead of pursuing an outright ban (The Decoder) Ben Thompson argues the market reaction to Kimi and other Chinese models is overblown, since it's compute scarcity — not a real Chinese cost advantage — that's keeping frontier-model prices high (Stratechery) Hugging Face says it used the open-weight GLM-5.2 hosted on its own compute for breach forensics, after US frontier model safety guardrails blocked the requests (The Stack) Sources: Google is developing a specialized server chip, informally dubbed "Frozen v2", that integrates its Gemini AI model blueprint into the silicon, for 2028 (The Information) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

There's (another) new open source king of AI.

After a rough week for the Dow and the chip sector, Carl Quintanilla and Jim Cramer set the stage for a busy earnings week — including results due out from Alphabet and Tesla. You also have SpaceX looking to avoid a seven-day losing streak. The anchors delved into Chinese AI moves and what's at stake for the U.S. AAA says the average price of gasoline is up to $4 per gallon for the first time in a month, as U.S-Iran tensions escalate following the killing of three American servicemembers over the weekend. Also in focus: Data center backlash, what New York Governor Kathy Hochul (D) said about her state's AI data center moratorium, blockbuster box office debut for Universal's "The Odyssey," Wall Street upgrades, Cramer's non-tech plays.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks were slightly lower last week as many AI-connected tech companies, especially highflying semiconductor companies, continued to correct from record price runups in previous months. Aside from normal market correction price action, there is increased concern in the AI-space about China's AI and chip companies catching and potentially surpassing American companies. Specifically, Chinese AI company Moonshot, released a new AI model last week that's said to rival the performance of OpenAI and Anthropic's top performing models.

Market update for Monday July 20, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode, Zaid covers:Last week's brutal chip stock selloff and what it means for the AI tradeA stacked week of Big Tech earnings, with Tesla and Google on deckKimi K3, the new Chinese AI model rattling Wall StreetDomino's rising thanks to supply chain businessAMC's surprise blockbuster earnings  Christopher Nolan's The Odyssey pulled in $124.5 million at the box office

In today's Digest, we discuss Stagwell bringing ad inventory curation in-house with a new AI platform, the EU forcing Google to open Android AI and Search to rivals under the Digital Markets Act, and Chinese AI lab Moonshot narrowing the gap with leading US frontier models. 

Wall St fell Friday as a Chinese AI breakthrough rattled semis and oil rose after holding ground for the previous three sessions on further US-Iran escalation. Dow Jones down 407 points. S&P 500 down 1.01%, closing below its 50-day moving average. Nasdaq down 1.40%. Slightly better than futures yesterday were indicating. Russell 2000 down 0.42%. Mag7 down 1.78%. SOX down 1.63%, recovering from a 5.5% opening drop. VIX up 12.19%.ASX set for a good session today although escalation in the Middle East will not help.. SPI futures up 54 points or 0.62%.US futures flat currently - Korea to reopen - Japan closed.Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

The Chinese startup Moonshot AI has recently introduced Kimi K3, a massive 2.8-trillion-parameter model that represents a significant milestone for open-weight artificial intelligence. This new release directly challenges the dominance of leading American labs by offering performance that nearly matches top-tier proprietary systems like GPT-5.6 Sol and Claude Fable 5. Industry experts highlight the model's efficiency and lower cost, noting its ability to handle complex agentic tasks and massive amounts of data through a one-million-token context window. While the model currently trails the absolute frontier by a small margin, its upcoming public weights release on July 27 threatens to narrow the gap between open and closed AI development. This breakthrough signals a shift toward a more competitive global market, providing enterprises with high-performance alternatives that offer greater transparency and customization. Ultimately, the arrival of Kimi K3 suggests that the technological lead held by U.S. firms is rapidly shrinking as high-level intelligence becomes more accessible.

【欢迎订阅】 每天早上5:30，准时更新。 【阅读原文】 标题：China is having another AI momentA new model has narrowed the gap with America正文：America's lead over China in artificial intelligence may be at its smallest in over a year. When China disrupted the AI race in January 2025 with the release of DeepSeek R1, it erased $1trn from America's capital markets.Nvidia, a chip firm, briefly shed 17% of its value; the Nasdaq sank by 3.1% in a day. American investors were troubled not only because Chinese AI was good, but because it was being given away free. The uproar soon faded.Since then, market valuations everywhere have hinged ever more on the promise that AI will be both revolutionary and profitable.知识点：disrupt v. /dɪsˈrʌpt/to stop a process, event or situation from continuing normally. 扰乱；打断；使中断e.g. The sudden power cut disrupted our family movie night. 突如其来的停电打乱了我们的家庭观影夜。【节目介绍】 《早安英文-每日外刊精读》，带你精读最新外刊，了解国际最热事件：分析语法结构，拆解长难句，最接地气的翻译，还有重点词汇讲解。 所有选题均来自于《经济学人》《纽约时报》《华尔街日报》《华盛顿邮报》《大西洋月刊》《科学杂志》《国家地理》等国际一线外刊。 【适合谁听】 1、关注时事热点新闻，想要学习最新最潮流英文表达的英文学习者 2、任何想通过地道英文提高听、说、读、写能力的英文学习者 3、想快速掌握表达，有出国学习和旅游计划的英语爱好者 4、参加各类英语考试的应试者（如大学英语四六级、托福雅思、考研等） 【你将获得】 1、超过1000篇外刊精读课程，拓展丰富语言表达和文化背景 2、逐词、逐句精确讲解，系统掌握英语词汇、听力、阅读和语法 3、每期内附学习笔记，包含全文注释、长难句解析、疑难语法点等，帮助扫除阅读障碍。

Who’s afraid of China’s open-source AI models? Nitasha Tiku (The Washington Post) breaks down the secret battle between Silicon Valley and Chinese AI labs, why Anthropic was surveilling China-based users, and whether "adversarial distillation" is a national security threat or just a term American companies invented to protect their bottom line. Then: ‘hot surveillance summer’ is here. Taylor Lorenz (User Mag) on the changing public perception of smart glasses, why the Kylie Jenner partnership was so successful, and where this trend may lead. Also, Apple is suing OpenAI for allegedly stealing trade secrets. Additional Reading: Inside the secret AI war between Silicon Valley and China | The Washington Post Hot Surveillance Summer, AKA Why Smart Glasses Feel Different This Time | User Mag See omnystudio.com/listener for privacy information.

A new Chinese AI model reportedly narrows the gap between OpenAI and Anthropic. A CNBC investigation reveals how criminals are using tap-to-pay technology to commit fraud. Plus, the CEO of Underdog, America's fastest growing daily fantasy sports company.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Semiconductor stocks are sliding again as investors question whether the AI trade has moved too far, too fast.Chuck Zodda and Mike Armstrong break down why chip stocks are seeing another sharp pullback, how margin calls in South Korea show the risks of leveraged bets on semiconductors, and why a new Chinese AI model is raising fresh questions about pricing pressure across the AI industry. They also discuss corporate insiders selling stock at a near-record pace, Google's delayed Gemini rollout, Netflix's slowing growth and weaker content outlook, rising oil and gas prices, and why the World Cup is giving Boston bars a major sales boost.

Chinese AI startup Moonshot is about to release what could be the biggest open-weight model ever built in China, tightening the enterprise AI race as companies realize they don't always need (or want to pay for) the most expensive frontier models. Plus, Lululemon is backing a nylon-recycling startup in a bid to turn hard-to-reuse fabric waste into fresh inventory — and rebuild some sustainability cred along the way.And in The Big Picture: Citigroup expands its Canadian footprint, Ottawa fast-tracks a major Vancouver Port upgrade, and wildfires continue to blanket parts of Ontario (and the GTA) in smoke.The Peak Daily is produced in partnership with reframevid.com

A humanoid robot is entering a real classroom, Silicon Valley startups are quietly adopting Chinese AI models to cut costs, conservatives are organizing nationwide protests against AI data centers, and Microsoft's Xbox strategy is facing growing criticism from inside one of its flagship game studios. On Hashtag Trending for Thursday, July 16, 2026, host Jim Love examines one of the first deployments of a humanoid robot teaching assistant in a North American classroom. The robot supports a human teacher using a STEM curriculum developed by Apple co-founder Steve Wozniak, provides 24/7 homework assistance, operates without direct public internet access, protects student privacy through confidential IDs, and escalates concerns such as bullying or self-harm to human staff. The episode also looks at a new NPR report suggesting startups—including some in Silicon Valley—are increasingly choosing lower-cost Chinese open-source AI models such as DeepSeek, Moonshot AI's Kimi, and Alibaba's Qwen instead of more expensive models from OpenAI and Anthropic. Jim explores why AI economics may become more important than benchmark performance and what that could mean for the future of the AI industry. The show also covers a nationwide day of protest organized by the conservative group Humans First, led by Tea Party veteran Amy Kremer, opposing rapid AI data-center expansion over concerns about electricity, water use, tax incentives, land use, noise, and local jobs. Finally, Microsoft faces fresh criticism over its Xbox restructuring after an anonymous id Software developer condemned layoffs that came just one day before the release of a critically acclaimed DOOM expansion, saying Microsoft has "destroyed immense amounts of value." If you enjoy practical, fact-based analysis of artificial intelligence, technology, cybersecurity, Microsoft, OpenAI, Google, Nvidia, and the companies shaping the future of tech, subscribe to Hashtag Trending for new episodes every weekday. Chapters 00:00 Today's Trending Rundown 00:30 Robot Teacher Arrives 01:47 Safety, Privacy and Access 02:23 Pilot Program Stakes 03:44 Company's Unusual Origins 05:23 Startups Turn to Chinese AI 06:58 Cost Economics of AI Models 09:03 AI's Manufacturing Parallel 10:05 Conservative Data Center Protests 12:09 Xbox Restructuring Backlash 14:00 Show Wrap and Book Promo 14:02 ELISA Free Kindle Offer 14:42 Reviews, Early Readers and Thanks 16:06 Sign Off

Fresh out of the studio, Jing Yang, Asia Bureau Chief at The Information, joins us to explore how China is building frontier AI under chip constraints, state capital, and open source ambition. Jing breaks down her scoop on DeepSeek's $7.4 billion round at a $50 billion valuation, unpacking a deal structure in which the founder wrote two-fifths of the check and outside investors got no voting rights. She explains why Chinese AI valuations trail US labs, why seven to eight language model players refuse to consolidate, and why DeepSeek chose Huawei chips before Huawei knew about it. Last but not least, Jing shares the indicators she is watching from now to 2027."This is one of the things that really surprised me when I was working on this story: DeepSeek had spent a lot of time last year retrofitting their models and software with Huawei chips. I think a lot of people assumed it's because the government ordered DeepSeek to work with Huawei to embrace the domestic ecosystem, but it's actually the opposite. It was DeepSeek that voluntarily started using Huawei, experimenting with the Huawei chips, and Huawei actually only found out after. Then they started sending people to DeepSeek to help..." - Jing Yang, Asia Bureau Chief, The InformationEpisode Highlights:[00:00] Quote of the Day by Jing Yang from The Information[01:30] What changed since September: the ByteDance mystery resolved[03:00] Why China's AI must be read on its own terms[04:10] Breaking the story of DeepSeek on their 7.4B fundraise[05:40] How the valuation went from $10 to $50 billion[08:30] The lab that became famous for rejecting scaling laws[10:15] Unpacking the DeepSeek deal structure: four types of investors[12:40] Five-year lock-up and no secondary market trading[14:20] Reverse due diligence: DeepSeek vetting its own investors[16:40] Balancing open source, AGI research and IPO pressure[17:45] The irony: inclusive vision, exclusive deal structure[20:35] How Anthropic's Mythos preview changed Liang's mind[21:30] Why Chinese AI valuations look tiny next to US labs[23:00] Why Chinese founders go consumer when they go global[26:45] "The worst of customers" — price sensitivity and zero loyalty[27:45] The compute constraint that caps every Chinese lab[28:40] New labs in China: weaker infrastructure, harder exit[30:30] Can China leapfrog on hardware the way it did on models?[32:50] Stricter compliance, not political muscle[34:30] Founder power when your company becomes strategic[36:40] Junyang Lin's new lab and the scarcity premium[38:00] Open source influence versus sustainable commercial models[39:30] Zhipu versus MiniMax: how sentiment diverged after IPO[42:30] What is the right mental map for China's AI ecosystem?[43:20] The consolidation that still hasn't happened[45:00] Seven to eight serious players and nobody giving up[46:40] The one thing Jing wishes people would ask[47:20] Nobody ordered DeepSeek to use Huawei chips[50:00] Indicators to watch from now to 2027[55:30] ClosingProfile: Jing Yang, Asia Bureau Chief from The InformationThe Information Profile: https://www.theinformation.com/u/JingYangLinkedIn: https://www.linkedin.com/in/jing-yang-33548123/X: https://x.com/jingyanghkPodcast 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.

China is stepping up its push for a more open, inclusive and collaborative approach toward artificial intelligence, as the country's open-source AI ecosystem gains growing recognition among overseas users with its wider and fairer access to high-performance AI technologies at lower costs, said senior officials and industry experts.多位高级官员与行业专家表示，中国正积极倡导以更加开放、包容、协作的思路发展人工智能。依托更低成本、更普惠公平的高性能人工智能技术获取渠道，中国开源人工智能生态正在海外获得越来越广泛的认可。"China is ready to work with all parties to establish a globally interoperable AI governance system that accommodates the interests of all parties and promotes beneficial, safe and fair AI development," said Li Lecheng, minister of industry and information technology, when attending the first session of the United Nations Global Dialogue on AI Governance last week in Geneva, Switzerland.工信部部长李乐成上周在瑞士日内瓦出席首届联合国人工智能治理全球对话会时表示：“中方愿同各方携手构建全球互通兼容的人工智能治理体系，兼顾各方利益，推动人工智能向善、安全、公平发展。”By placing great importance on both AI development and governance, the nation has supported the world's first resolution on AI standardization and has worked with international partners on more than 120 AI standards, contributing practical experience to the global intelligent transformation, Li said.李乐成称，中国统筹推进人工智能发展与治理，推动通过全球首份人工智能标准化相关决议，与国际伙伴共同制定120余项人工智能标准，为全球智能化转型贡献实践经验。He added that China will continue to help bridge the global AI divide by supporting fair and inclusive development and by assisting countries, particularly those in the Global South, in building AI technologies and services.他补充称，中国将持续推动人工智能公平普惠发展，助力弥合全球人工智能发展鸿沟，帮助各国尤其是全球南方国家建设人工智能技术与服务体系。Mathias Gabrysch, senior director of ecosystem development at global communications alliance GTI, noted during the conference that China has provided "valuable practical experience for the world" by making extensive AI applications in agriculture, healthcare and public services.全球移动通信联盟GTI生态发展高级总监马蒂亚斯·加布里施在会上指出，中国在农业、医疗、公共服务领域大规模落地人工智能应用，为世界提供了“宝贵实践经验”。"More important, China's open-source models — such as DeepSeek — enable researchers, startups and public institutions around the world to access high-performance AI at low cost. That is a genuine contribution to the global public good," he said.他表示：“更为重要的是，深度求索等中国开源大模型，让世界各地科研人员、初创企业、公共机构能够低成本使用高性能人工智能，这实实在在造福全球公共领域。”Speaking to China Daily more recently, Pan Helin, a member of the Ministry of Industry and Information Technology's Expert Committee for Information and Communication Economy, said the growing international appeal of Chinese AI models is being driven by their improving capabilities, competitive pricing and open-source nature.工信部信息通信经济专家委员会委员盘和林近日接受《中国日报》采访时表示，中国人工智能模型国际吸引力持续提升，得益于模型能力不断进步、价格优势突出以及开源开放的特性。"The gap between AI models made by China and the United States is narrowing rapidly. China's significant cost advantage is increasingly offsetting the remaining difference in performance. In some areas, such as video-generation models, Chinese developers are already ahead of their overseas competitors," Pan added.盘和林补充说：“中美人工智能模型之间的差距正在快速缩小。中国显著的成本优势不断弥补性能上尚存的差距。在视频生成模型等部分赛道，国内开发者已经领先海外竞品。”According to OpenRouter, a platform widely used by developers to access AI models, weekly application programming interface calls for Chinese large language models have surpassed those for US-developed LLMs for 11 consecutive weeks as of Sunday, placing China at the top position globally.开发者广泛使用的大模型接入平台OpenRouter数据显示：截至周日，中国大语言模型每周API调用量已经连续11周超过美国大语言模型，位居全球第一。Since Feb 8, more than 30 percent of tokens used by US companies on the platform each week were related to Chinese AI models, with the share peaking at 46 percent. Tokens are small units of data processed by AI models during training and inference. In contrast, the share was only 4.5 percent in the first half of 2025.自2月8日以来，美国企业每周在该平台消耗的算力令牌中，超30%用于调用中国人工智能模型，峰值达到46%。令牌是人工智能模型训练与推理过程中处理的数据基本单位。而2025年上半年，这一比例仅为4.5%。"Whether individuals or businesses, users worldwide are validating China's AI development path through real-world adoption. That, in turn, will further strengthen the global application ecosystem for Chinese AI models," Pan said.盘和林认为：“无论是个人还是企业，全球用户正在通过实际使用认可中国人工智能发展路径。反过来，这也会进一步壮大中国人工智能模型的全球应用生态。”A growing number of overseas companies are already turning to Chinese LLMs as a more cost-effective option for deploying advanced AI.越来越多海外企业开始选用中国大语言模型，作为部署高端人工智能更具性价比的方案。In late June, Brian Armstrong, CEO of cryptocurrency platform Coinbase, shared on social media that the company had added two Chinese LLMs as default models for its engineering team, cutting AI spending to nearly half its peak level.6月末，加密货币平台Coinbase首席执行官布莱恩·阿姆斯特朗在社交平台透露，公司为技术团队接入两款中国大语言模型作为默认模型，人工智能相关开支降至峰值的近一半。The same month, AI startup Lindy announced that it had moved all its traffic from Anthropic's Claude to DeepSeek-V4.同月，人工智能初创企业Lindy宣布，将全部业务流量从安索帕公司的克劳德模型切换至深度求索DeepSeek-V4。"(This) saves us millions of dollars and we are actually seeing an increase in performance on many core use cases. (It is) transformative for the business," Lindy CEO Flo Crivello wrote on social media.Lindy首席执行官弗洛·克里韦洛在社交平台写道：“此举为公司节省数百万美元成本，并且众多核心场景的模型效果不降反升，彻底改变了公司业务格局。”interoperable /ˌɪntərˈɒpərəbl/可互通兼容的standardization /ˌstændədaɪˈzeɪʃn/标准化offset /ˈɒfset/抵消，弥补consecutive /kənˈsekjətɪv/连续不断的inference /ˈɪnfərəns/（模型）推理transformative /trænsˈfɔːmətɪv/具有变革性的

Alice Han and James Kynge look at why, for the first time in decades, China's new Five-Year Plan sets no numerical target for urban job creation. With unemployment at 5.1%, producer prices at a four-year high, and AI anxiety rippling through the labor market, what does it mean when Beijing, a government that treats jobs numbers as sacred, stops setting one? Then: Tencent is in talks to become the largest shareholder in Manus, the Chinese AI agent startup Meta tried to buy for $2 billion before Beijing forced the deal to unwind. Alice and James unpack why Chinese regulators intervened, what happened to Manus's founders, and what this all signals about Beijing's grip on its AI sector. Finally: Gen Z in China is skipping the megacities. Alice and James dig into why more young people are choosing Tier 3 and Tier 4 cities over Beijing and Shanghai, and whether it's a lifestyle choice or a symptom of a tougher economy. Subscribe to China Decode on Substack for weekly analysis, livestreams, and deep dives into the biggest story shaping the global economy: chinadecode.profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

MRKT Matrix - Monday, July 13th Stocks drop after Trump reimposes Strait of Hormuz blockade, SK Hynix leads chip stocks lower (CNBC) Wall Street Banks Set to Pull In Almost $39 Billion From Trading (Bloomberg) Think the S&P 500 Looks Cheap? Read the Fine Print (WSJ) Top Federal Reserve official warns ‘hot' inflation could trigger rate rise (FT) Businesses brace for years of inflation as new costs pile up (The Washington Post) K Hynix plunges after Nasdaq debut as memory chip euphoria cools (Reuters) Companies turn to Chinese AI models to cut costs (FT) --- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://riskreversal.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The company provides essential infrastructure and a comprehensive ecosystem of cloud-based products to enable and streamline trading, wealth management, cost basis, tax reporting, and, through its subsidiary Apex Clearing™, custody and clearing. LEARN MORE: https://apexfintechsolutions.com/?utm_source=Risk+Reversal&utm_medium=Podcast&utm_campaign=701PJ00000fnXhaYAE SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Monday, July 13th. Show Notes Businesses brace for years of inflation as new costs pile up (Washington Post) The Noble Update (Substack) Companies turn to Chinese AI models to cut costs (FT) -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

Watch the full podcast! https://chinauncensored.tv/programs/podcast-342 Microsoft is considering partnering with Chinese AI company Deepseek for its Copilot Cowork. But Microsoft isn't the only American company that's looking at China's cheaper AI models as a way to pay less while getting similar benefits to using American AI. The only problem: China gets access to your data.

Chinese AI models grabbed over 30% of US token use as Beijing weighed curbing access. Anthropic expanded Cowork to mobile and web, Meta launched its first AI image generator on Instagram and WhatsApp, and Xbox's $80B Game Pass bet failed. OpenRouter: Chinese AI models have drawn 30%+ of token use by US companies each week since February 8, peaking at 46%, up from 11% over the previous 12 months (CNBC) Chinese authorities have held meetings with top tech firms about potentially restricting overseas access to China's most advanced AI models, sources say (Reuters) Anthropic is bringing Claude Cowork to mobile and web, letting tasks run in the cloud and continue working even when no device is online (9to5Mac) Anthropic is bringing Claude Cowork to mobile and web, letting tasks run in the cloud and continue working even when no device is online (ZDNet) Meta launches Muse Image in Meta AI, Instagram, and WhatsApp, and previews Muse Video, the first media generation models from its Superintelligence Labs (Meta) Meta's new Muse Image tool lets users generate AI photos similar to what they'd normally post, including vacation selfies and photo-booth style shots (NYT) Public Instagram profiles are automatically opted into being used as material for others' AI image generations via Meta AI, unless users adjust their settings (Wired) Xbox spent nearly $80B over a decade on content deals betting gamers would flock to Game Pass, but most gamers prefer sticking to a handful of favorite games (Bloomberg) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode unpacks U.S. and Chinese AI strategies, regulation approaches, and the future implications for society and security.   Host: James M. Lindsay, Mary and David Boies Distinguished Senior Fellow in U.S. Foreign Policy, CFR   Guest: Alvin Wang Graylin, Senior Fellow for Technology, Asia Society; Digital Fellow, Stanford Institute for Human-Centered Artificial Intelligence; Professor of AI/Tech Policy, University of Washington   We Discuss: Whether the framing of an AI "race" with China is accurate or helpful, and why it may be producing costly policy distortions. The concept of AGI (artificial general intelligence) and the thesis that underpins U.S. policy. China's focus on broad industrial adoption over frontier model development. How U.S. export controls and visa restrictions spurred the innovations behind DeepSeek. Why China turned down the offer to purchase NVIDIA H200 chips. Why Beijing regulates AI more extensively than either the United States or Europe. The Trump-Xi discussions on AI safety guardrails and the shared interest in preventing non-state bad actors from weaponizing AI. The economic bubble risk posed by rapidly rising data center costs.   Mentioned on the Episode:   China's "AI Plus" Initiative, State Council of China, August 2025   China's New Generation Artificial Intelligence Development Plan, State Council of China, 2017   For an episode transcript and show notes, visit The President's Inbox at: https://www.cfr.org/podcasts/presidents-inbox/the-myth-of-the-ai-race   Opinions expressed on The President's Inbox are solely those of the host or guests, not of CFR, which takes no institutional positions on matters of policy.

Live July 8, 2026 | Yaron Brook Show(Season 12, Episode 118)Chinese AI; NATO; Ukraine; Iran; Freedom Fuel; Woke Act; Skilled Jobs; Achievement | Yaron Brook ShowCan China Beat America in AI? Trump's NATO Pivot, Iran, Woke Defeated, and Why Capitalism Still WinsThe AI race is accelerating—and China may be closing the gap. Is America still positioned to lead, or are bad policies putting innovation at risk?In this episode of The Yaron Brook Show, Yaron examines the rapidly changing AI landscape, OpenAI's newest model, soaring industry valuations, and what China's technological rise really means for America's future. He also analyzes Trump's evolving positions on NATO, Ukraine, and Iran, the administration's "Freedom Fuel" initiative, a major court ruling against Florida's WOKE Act, and why America's shortage of skilled workers reveals deeper problems in education.The conversation then turns to a surprisingly optimistic look at economic progress. Despite endless headlines about decline, Americans continue to enjoy rising incomes, improving living standards, greater energy efficiency, and remarkable technological advances—from AI to SpaceX. Are we living through one of history's greatest periods of human achievement while convincing ourselves everything is falling apart?The show concludes with an extended live Q&A covering capitalism's future, AI and education, China versus the United States, Iran, Dubai, Cuba, immigration, creative destruction, Poland, Stephen Miller, Gad Saad, and much more.If you enjoy serious analysis grounded in reason, individual rights, free markets, and Objectivism, subscribe and join the conversation.Watch the full episode: https://youtube.com/live/lgOwohqyPYQMain Topics00:00 Introduction & London Documentary Update03:43 China's AI Challenge & Industry Competition09:19 Can AI Companies Actually Make Money?14:16 OpenAI's New Model15:08 Trump, NATO & America's Alliances20:10 Spain, Syria & Defense Politics24:04 Ukraine's Growing Missile Capability28:25 Trump's Iran Strategy Changes Again32:03 Iran, U.S. Policy & Contradictions39:30 "Freedom Fuel" Initiative Explained43:16 Court Strikes Down the WOKE Act50:04 Privatizing Education51:37 Stanford & Ideological Capture57:17 America's Skilled Labor Shortage1:02:51 Rising Wages & Income Growth1:06:49 Poverty Trends Few People Discuss1:07:25 Why Quality of Life Keeps Improving1:08:48 Technology, AI & Human Progress1:10:01 Energy Efficiency & Economic Growth1:11:30 Why Goods Get Cheaper While Services Rise1:12:34 SpaceX, Satellites & the Next AI Revolution1:15:11 London Documentary Fundraising UpdateLive Audience Questions1:25:32 Will America Still Be Free 100 Years From Now?1:26:28 Why Do Some Parents Abandon Their Adult Children?1:28:17 Leaving Islam: Overcoming Religious Conditioning1:29:54 Would a Reformed Cuba Become Investable?1:30:31 Is Dubai Actually an Architectural Success?1:31:32 Can China Overtake America in AI?1:31:55 What Would End the Iran, Gaza & Russia Wars?1:33:11 Has Iran Compromised Trump?1:33:56 Is the GOP's Position on Somali Immigration Justified?1:34:58 How Influential Is Stephen Miller?1:35:25 Is "Suicidal Empathy" About Evolution or Ideas?1:36:38 What Makes India's IITs So Successful?1:36:52 Is China More Rational Than Iran?1:37:09 How Should Workers Adapt to Creative Destruction?1:38:23 AI in Schools: Another Calculator Moment?1:39:26 Why Is Poland Different From Western Europe?1:41:31 Candace Owens, TPUSA & Public IntellectualsSubscribe for daily analysis on economics, politics, philosophy, technology, investing, and current events.#ArtificialIntelligence #China #OpenAI #Trump #NATO #Ukraine #Iran #Capitalism #Objectivism #Iran #Economics The Yaron Brook Show is Sponsored by[The Ayn Rand Institute](https://www.aynrand.org/starthere)[Energy Talking Points, featuring AlexAI, by Alex Epstein](https://alexepstein.substack.com/)[Express VPN](https://www.expressvpn.com/yaron)[Hendershott Wealth Management](https://www.youtube.com/watch?v=X4lfC...) &(https://hendershottwealth.com/ybs/)[Michael Williams & The Defenders of Capitalism Project](https://www.DefendersOfCapitalism.com)[Support the Show]( / yaronbrookshow )[Sponsor the Show](askyaron@yaronbrookshow.com/)[One-time donation](https://bit.ly/2RZOyJJ)Join the [Yaron Brook Show YouTube channel]( / @yaronbrook )Like what you hear? Like, share, and subscribe to stay updated on new videos and help promote the [Yaron Brook Show](https://bit.ly/3ztPxTx)Continue the discussion by following Yaron on [Twitter](https://bit.ly/3iMGl6z) and [Facebook](https://bit.ly/3vvWDDC )Want to learn more about Ayn Rand and Objectivism? Visit the [Ayn Rand Institute](https://bit.ly/35qoEC3)Become a supporter of this podcast: https://www.spreaker.com/podcast/yaron-brook-show--3276901/support.Yaron is the executive chairman of the Ayn Rand Institute and a world class speaker. He is the coauthor of the national best-seller Free Market Revolution: How Ayn Rand's Ideas Can End Big Government, Equal is Unfair: America's Misguided Fight Against Income Inequality and In Pursuit of Wealth: The Moral Case for Finance. He speaks around the world on a variety of topics including the morality of capitalism, Ayn Rand and her philosophy, finance and economics, and the value of inequality.

S&P futures are trending slightly lower following a mixed Asia session. Strong gains were seen in Chinese AI and semis names, pushing the Hang Seng to close up +3%. Japan's Nikkei and Korea's Kospi rebounded shortly after open but both traded sharply lower in the afternoon. Minimal movement in Mainland China overall, Taiwan saw slight gains, and other markets were mostly lower. European equity markets sharply lower in early trading.Companies Mentioned: MasTec, Coty, SpaceX, Meta, OpenAI

Earnings season is approaching with Wall Street already expecting another strong quarter, but the bar may be harder to clear as investors look for proof that AI spending can keep driving profit growth.Chuck Zodda and Paul Lane break down why Goldman Sachs says the latest wave of earnings surprises may be difficult to repeat, how AI infrastructure spending is shaping expectations for tech and semiconductor companies, and why commentary on future capital spending may matter more than the numbers themselves. They also discuss SpaceX's early trading after joining the Nasdaq 100, Apple's expanded chip deal with Broadcom, what investors should avoid when they are behind on retirement savings, how OpenAI and Anthropic face different political risks, and why Chinese AI companies are quickly catching up to their American rivals.

-According to Financial Times, Apple has already progressed to testing the company's memory chips with its devices, while it's still lobbying the US government to give it permission to use CXMT's products. -CNBC quotes an unnamed State Department spokesperson who said the use of Chinese models "by US companies raises serious concerns." -DuckDuckGo announced that it can now block most video ads, particularly those on YouTube, when a video is playing in its browser. Learn more about your ad choices. Visit podcastchoices.com/adchoices

CERT/CC warns of an unpatched Tenda router backdoor. Adobe races to patch an actively exploited ColdFusion flaw. Canada pulls back the curtain on offensive cyber operations. Anthropic quietly removes hidden tracking from Claude Code. Chinese AI gains momentum as U.S. providers sweeten the deal. U.S. cloud firms challenge South Korea's new security rules. Microsoft's device telemetry helps unmask an alleged Scattered Spider hacker. And Spanish police arrest an alleged pro-Russia hacktivist.Orla Daly, CIO at Skillsoft, discusses if AI is already bypassing its own guardrails and why most organizations aren't ready. The stochastic parrot is back, and it's tired of being misquoted. Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire Guest Today we are joined by Orla Daly, CIO at Skillsoft, discusses if AI is already bypassing its own guardrails and why most organizations aren't ready. Selected Reading Hidden Tenda Router Backdoor Grants Admin Access, No Patch Available (Security Affairs) Hackers Exploit Maximum Severity Adobe ColdFusion Flaw (Infosecurity Magazine) Canadian spy agency says it hacked drug traffickers, extremists, and a ransomware gang last year (TechCrunch) Secret Claude tracker shocks users after Anthropic's anti-surveillance stance (Ars Technica) Chinese AI models are gaining ground with U.S. companies as OpenAI, Anthropic costs surge (CNBC) AI Giants Are Handing Out Tons of Free Computing Power to Grab Startup Share (Wall Street Journal) U.S. Big Tech raises concerns over Seoul's proposed cloud security rules (Korea JoongAng Daily) Microsoft device telemetry key to unmasking alleged Scattered Spider hacker (iTnews) Spain collars alleged pro-Russia hacktivist after FBI tip-off (The Register) What Emily Bender Really Meant by "Stochastic Parrots" (IEEE Spectrum) Share your feedback. What do you think about CyberWire Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show. Want to hear your company in the show? N2K CyberWire helps you reach the industry's most influential leaders and operators, while building visibility, authority, and connectivity across the cybersecurity community. Learn more at sponsor.thecyberwire.com. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin is back above $63K despite Michael Saylor selling 3,588 BTC ($216M), weak equity markets, and record ETF outflows. We discuss whether Bitcoin is showing genuine relative strength, if Strategy's selling has finally been priced in, and why the recovery in STRC could restart Strategy's Bitcoin buying engine just as the macro backdrop begins to improve. We also cover the $7 trillion AI debt building behind the AI boom, why Chinese AI models are putting pressure on OpenAI and Anthropic, the sharp selloff in South Korean semiconductor stocks despite record Samsung earnings, and President Trump's latest comments suggesting Bitcoin could eventually be added to Trump Accounts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Venture capital reporter Julia Hornstein talks with TITV Guest Host Rocket Drew about Thrive's $2B fund. We also talk with Asia Bureau Chief Jing Yang and Reporter Juro Osawa about Chinese AI lab Zhipu's custom chip plan, Catherine Perloff about Walmart's $6.4B digital advertising surge outpacing Amazon's growth, and Max Tegmark, Chair of the Future of Life Institute, about the Future of Life Institute's report card grading AI safety practices.Articles discussed on this episode: https://www.theinformation.com/articles/chinas-ai-lab-ziphu-weighs-custom-chip-demand-glm-model-soarshttps://www.theinformation.com/articles/softbank-altimeter-d1-invest-thrive-holdings-2-billion-financinghttps://www.theinformation.com/articles/walmarts-amazon-sized-ads-opportunitySubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Thrive Holdings Raises $2B to Inject AI into Traditional Businesses08:28 - China's Zhipu AI Explores Custom Chips to Beat US Export Controls16:20 - Walmart's $6.4B Ad Machine Is Growing Faster Than Amazon27:33 - Max Tegmark Grades AI Safety: Why No Major Lab Earned an A

A landmark Supreme Court decision shakes up digital privacy, setting new limits on police surveillance and potentially redefining personal data rights in the age of AI and location tracking. Plus, Chinese AI models are rapidly gaining ground while American companies battle lawsuits, regulatory crackdowns, and soaring chip shortages. The global race for AI dominance is wide open! US Supreme Court rules geofence warrants require constitutional protections Musk's X poses "serious risk to Americans' privacy," advocates warn FTC The World Cup added $1 billion in security systems. What happens after the games end? U.S. Lifts Restrictions on Anthropic's Most Powerful A.I. Models OpenAI floats giving Trump administration 5 percent cut of AI boom Cloudflare to block cynical search-and-scrape bots from ad-supported web pages Companies Are Throttling Employees' AI Use Because It's Too Expensive Chinese A.I. Models Gain Ground on Anthropic and OpenAI Swedish court orders Google to pay $1.5 billion to Klarna in antitrust damages Google loses final appeal over $4.7 billion EU Android antitrust fine Google warns EU's plans to weaken its monopoly could expose user data Google's AI buildout drove 37% increase in electricity use in 2025 America Is Having MacBook Sticker Shock Apple may struggle to get clearance for Chinese RAM, even for Chinese iPhones BYD Sells the Most Battery Electric Cars Again NASA mission to rescue the falling Swift observatory has launched NASA inspector general suggests Boeing's Starliner will now be a decade late South Korea to spend $1T on more memory chip production and humanoid robots Spotify deletes streams of chart-topping song after suspicious Kalshi bets Prediction Markets Let You Bet on Whether a Wildfire Will Burn Down Your Town Host: Leo Laporte Guests: Jason Hiner, Lisa Schmeiser, and Owen JJ Stone Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech 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: blackhat.com/us-26 and use code TWIT canary.tools/twit - use code: TWIT zscaler.com/security box.com/AI helixsleep.com/twit expressvpn.com/twit

A landmark Supreme Court decision shakes up digital privacy, setting new limits on police surveillance and potentially redefining personal data rights in the age of AI and location tracking. Plus, Chinese AI models are rapidly gaining ground while American companies battle lawsuits, regulatory crackdowns, and soaring chip shortages. The global race for AI dominance is wide open! US Supreme Court rules geofence warrants require constitutional protections Musk's X poses "serious risk to Americans' privacy," advocates warn FTC The World Cup added $1 billion in security systems. What happens after the games end? U.S. Lifts Restrictions on Anthropic's Most Powerful A.I. Models OpenAI floats giving Trump administration 5 percent cut of AI boom Cloudflare to block cynical search-and-scrape bots from ad-supported web pages Companies Are Throttling Employees' AI Use Because It's Too Expensive Chinese A.I. Models Gain Ground on Anthropic and OpenAI Swedish court orders Google to pay $1.5 billion to Klarna in antitrust damages Google loses final appeal over $4.7 billion EU Android antitrust fine Google warns EU's plans to weaken its monopoly could expose user data Google's AI buildout drove 37% increase in electricity use in 2025 America Is Having MacBook Sticker Shock Apple may struggle to get clearance for Chinese RAM, even for Chinese iPhones BYD Sells the Most Battery Electric Cars Again NASA mission to rescue the falling Swift observatory has launched NASA inspector general suggests Boeing's Starliner will now be a decade late South Korea to spend $1T on more memory chip production and humanoid robots Spotify deletes streams of chart-topping song after suspicious Kalshi bets Prediction Markets Let You Bet on Whether a Wildfire Will Burn Down Your Town Host: Leo Laporte Guests: Jason Hiner, Lisa Schmeiser, and Owen JJ Stone Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech 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: blackhat.com/us-26 and use code TWIT canary.tools/twit - use code: TWIT zscaler.com/security box.com/AI helixsleep.com/twit expressvpn.com/twit

A landmark Supreme Court decision shakes up digital privacy, setting new limits on police surveillance and potentially redefining personal data rights in the age of AI and location tracking. Plus, Chinese AI models are rapidly gaining ground while American companies battle lawsuits, regulatory crackdowns, and soaring chip shortages. The global race for AI dominance is wide open! US Supreme Court rules geofence warrants require constitutional protections Musk's X poses "serious risk to Americans' privacy," advocates warn FTC The World Cup added $1 billion in security systems. What happens after the games end? U.S. Lifts Restrictions on Anthropic's Most Powerful A.I. Models OpenAI floats giving Trump administration 5 percent cut of AI boom Cloudflare to block cynical search-and-scrape bots from ad-supported web pages Companies Are Throttling Employees' AI Use Because It's Too Expensive Chinese A.I. Models Gain Ground on Anthropic and OpenAI Swedish court orders Google to pay $1.5 billion to Klarna in antitrust damages Google loses final appeal over $4.7 billion EU Android antitrust fine Google warns EU's plans to weaken its monopoly could expose user data Google's AI buildout drove 37% increase in electricity use in 2025 America Is Having MacBook Sticker Shock Apple may struggle to get clearance for Chinese RAM, even for Chinese iPhones BYD Sells the Most Battery Electric Cars Again NASA mission to rescue the falling Swift observatory has launched NASA inspector general suggests Boeing's Starliner will now be a decade late South Korea to spend $1T on more memory chip production and humanoid robots Spotify deletes streams of chart-topping song after suspicious Kalshi bets Prediction Markets Let You Bet on Whether a Wildfire Will Burn Down Your Town Host: Leo Laporte Guests: Jason Hiner, Lisa Schmeiser, and Owen JJ Stone Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech 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: blackhat.com/us-26 and use code TWIT canary.tools/twit - use code: TWIT zscaler.com/security box.com/AI helixsleep.com/twit expressvpn.com/twit

A landmark Supreme Court decision shakes up digital privacy, setting new limits on police surveillance and potentially redefining personal data rights in the age of AI and location tracking. Plus, Chinese AI models are rapidly gaining ground while American companies battle lawsuits, regulatory crackdowns, and soaring chip shortages. The global race for AI dominance is wide open! US Supreme Court rules geofence warrants require constitutional protections Musk's X poses "serious risk to Americans' privacy," advocates warn FTC The World Cup added $1 billion in security systems. What happens after the games end? U.S. Lifts Restrictions on Anthropic's Most Powerful A.I. Models OpenAI floats giving Trump administration 5 percent cut of AI boom Cloudflare to block cynical search-and-scrape bots from ad-supported web pages Companies Are Throttling Employees' AI Use Because It's Too Expensive Chinese A.I. Models Gain Ground on Anthropic and OpenAI Swedish court orders Google to pay $1.5 billion to Klarna in antitrust damages Google loses final appeal over $4.7 billion EU Android antitrust fine Google warns EU's plans to weaken its monopoly could expose user data Google's AI buildout drove 37% increase in electricity use in 2025 America Is Having MacBook Sticker Shock Apple may struggle to get clearance for Chinese RAM, even for Chinese iPhones BYD Sells the Most Battery Electric Cars Again NASA mission to rescue the falling Swift observatory has launched NASA inspector general suggests Boeing's Starliner will now be a decade late South Korea to spend $1T on more memory chip production and humanoid robots Spotify deletes streams of chart-topping song after suspicious Kalshi bets Prediction Markets Let You Bet on Whether a Wildfire Will Burn Down Your Town Host: Leo Laporte Guests: Jason Hiner, Lisa Schmeiser, and Owen JJ Stone Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech 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: blackhat.com/us-26 and use code TWIT canary.tools/twit - use code: TWIT zscaler.com/security box.com/AI helixsleep.com/twit expressvpn.com/twit

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down the AI mid-cycle slowdown, the Fed under Warsh and what rate cuts could mean for markets, the $90 trillion AI infrastructure buildout, memory and Micron's role in the AI bottleneck, and why Jordi believes bitcoin is positioned to be the best performing assets once the negatives of AI start to show up.=====================Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime (https://figuremarkets.co/pomp) and earn ~9% APY on real world assets, paid hourly. Unlock your crypto's potential today at Figure! https://figuremarkets.co/pomp Figure Lending LLC dba Figure (NMLS 1717824). Loans subject to approval. Crypto collateral may be liquidated. Terms apply - see full disclosures at figure.com/disclosures/=====================Looking for a better place to trade? BloFin gives traders access to deep liquidity, advanced futures products for crypto AND TradFi assets, fast execution, and a clean, intuitive interface—all in one platform. To celebrate their partnership with us, they're giving away $100,000 in Deposit & Trade Rewards. Deposit, trade, and earn rewards based on your activity during the campaign. Check them out at ( https://partner.blofin.com/d/Pomp ).=====================This episode is brought to you by mogul ( https://www.mogul.club/pomp ). Deloitte estimates that $4 trillion of real estate will move onto the blockchain over the next decade. Through tokenized residential real estate, mogul gives investors access to professionally managed properties with targeted yields, monthly rent payouts, and potential tax benefits — all without the headaches of being a landlord. Learn more and claim a special offer at https://www.mogul.club/pomp . See important disclosures at disclaimer.mogul.club.=====================0:00 - Intro1:20 - Has bitcoin bottomed? 6:03 - Bitcoin vs the Mag 7: is the correlation breaking?9:00 - Sam Altman, OpenAI & the government getting involved11:11 - American open source vs Chinese AI models14:28 - AI compute demand & the infrastructure buildout20:37 - AI slowdown: how bad, how long?22:44 - Where do markets go from here? 27:30 - AI agents in the workplace & security risk34:50 - Memory, Micron & the AI bottleneck39:53 - The next 10-20 years: robots, AI & society44:18 - The Fed, rate cuts & inflation's impact on AI49:55 - Why bitcoin wins in the end

This week, Walter and Jeremy discuss the wave of socialist victories in Democratic primaries; China's new plan to overhaul its economy with AI; why Europeans hate air conditioning; and the crumbling of Vladimir Putin's empire.

Alice Han and James Kynge dig into why Apple is lobbying the Trump administration for permission to buy memory chips from a Chinese company on the Pentagon's military blacklist. With DRAM prices up nearly 100% in a single quarter — analysts are calling it "RAMageddon" — Apple already raised MacBook and iPad prices by up to 20%, and iPhones could be next. How far will Apple go to secure its supply chain, and what does it mean if Washington says yes? They also break down DeepSeek's landmark $7.4 billion funding round, which is the first time the Chinese AI startup has ever taken outside money. Tencent, CATL, and China's state-backed National AI Investment Fund are among the backers, and the valuation has jumped six-fold in six weeks to nearly $59 billion. DeepSeek built its reputation on doing more with less — so why does it need the money now? And finally: a new sign that China's middle class is changing what it puts on the table. The Economist calls it the "Californication" of Chinese diets: a growing appetite for organic, health-conscious food. Subscribe to China Decode on Substack for weekly analysis, livestreams, and deep dives into the biggest story shaping the global economy: chinadecode.profgmedia.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices

A.M. Edition for June 29. Researchers find a new Chinese AI model is able to match the performance of Anthropic's Mythos, a development WSJ tech reporter Sam Schechner says is likely to pressure the White House in its overhaul of U.S. AI policy. Plus, we'll look at how your unsecured home devices like computers and digital photo frames are linked to major cyberattacks. And Venezuela desperately searches for some 50,000 people still believed missing after last week's earthquakes. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

#877: Chinese AI models are beginning to catch up to Anthropic and OpenAI, threatening America's top spot in the AI game. NASA races to save a telescope that is falling back down to Earth. Nine out of 10 African teams have advanced in the World Cup. The fall of Spirit Airlines has caused a travel boom for the bus industry. Finally, what you need to know in the week ahead.  Learn more at https://www.schwab.com/oninvesting Grab tickets to our Performance Revue show! https://www.morningbrew.com/events/brew-performance-revue-2026?utm_campaign=performance_revue_2026&utm_source=mbd 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