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With rivals like Google gaining ground and China's DeepSeek lurking, OpenAI CEO Sam Altman is telling employees that the company is declaring a "code red." Learn more about your ad choices. Visit podcastchoices.com/adchoices
Im achten SEO Talk von SISTRIX, moderiert von Mario Jung (OMT GmbH), diskutierten die Expert:innen Vanessa Wurster (SEOCATION GmbH), Markus Hövener (Bloofusion Germany GmbH), Johan von Hülsen (Wingmen Online Marketing GmbH) und Julia Weißbach (SYZYGY Performance GmbH) über die aktuellsten Entwicklungen im SEO-Kosmos.
Im achten SEO Talk von SISTRIX, moderiert von Mario Jung (OMT GmbH), diskutierten die Expert:innen Vanessa Wurster (SEOCATION GmbH), Markus Hövener (Bloofusion Germany GmbH), Johan von Hülsen (Wingmen Online Marketing GmbH) und Julia Weißbach (SYZYGY Performance GmbH) über die aktuellsten Entwicklungen im SEO-Kosmos.
This is not a drill, the Warriors are in a Code Red situation on the season
Feeling the heat over economic worries, several moderate Republicans buck the White House to force a vote on Obamacare subsidies. Military analysts question how the president will enforce his “blockade” of sanctioned Venezuelan oil tankers. And Nick Reiner makes his first court appearance after allegedly murdering Rob Reiner and Michele Singer. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Ken Carman and Anthony Lima react to the Cleveland Cavaliers' 127-111 loss to the Chicago Bulls - the seventh loss for the Cavs in their last ten games.
Hour 1: "Code Red" for the Cavs? + Browns less likely to draft a QB if Andrew Berry stays full 2078 Thu, 18 Dec 2025 15:24:20 +0000 40PbxLtHZTqmQv7olNmdK2N89Kzb09HC sports The Ken Carman Show with Anthony Lima sports Hour 1: "Code Red" for the Cavs? + Browns less likely to draft a QB if Andrew Berry stays The only place to talk about the Cleveland sports scene is with Ken Carman and Anthony Lima. The two guide listeners through the ups and downs of being a fan of the Browns, Cavaliers, Guardians and Ohio State Buckeyes in Northeast Ohio. They'll help you stay informed with breaking news, game coverage, and interviews with top personalities.Catch The Ken Carman Show with Anthony Lima live Monday through Friday (6 a.m. - 10 a.m ET) on 92.3 The Fan, the exclusive audio home of the Browns, or on the Audacy app. For more, follow the show on X @KenCarmanShow. 2024 © 2021 Audacy, Inc. Sports False htt
Ari Morcos and Rob Toews return for their spiciest conversation yet. Fresh from NeurIPS, they debate whether models are truly plateauing or if we're just myopically focused on LLMs while breakthroughs happen in other modalities.They reveal why infinite capital at labs may actually constrain innovation, explain the narrow "Goldilocks zone" where RL actually works, and argue why U.S. chip restrictions may have backfired catastrophically—accelerating China's path to self-sufficiency by a decade. The conversation covers OpenAI's code red moment and structural vulnerabilities, the mystique surrounding SSI and Ilya's "two words," and why the real bottleneck in AI research is compute, not ideas.The episode closes with bold 2026 predictions: Rob forecasts Sam Altman won't be OpenAI's CEO by year-end, while Ari gives 50%+ odds a Chinese open-source model will be the world's best at least once next year. (0:00) Intro(1:51) Reflections on NeurIPS Conference(5:14) Are AI Models Plateauing?(11:12) Reinforcement Learning and Enterprise Adoption(16:16) Future Research Vectors in AI(28:40) The Role of Neo Labs(39:35) The Myth of the Great Man Theory in Science(41:47) OpenAI's Code Red and Market Position(47:19) Disney and OpenAI's Strategic Partnership(51:28) Meta's Super Intelligence Team Challenges(54:33) US-China AI Chip Dynamics(1:00:54) Amazon's Nova Forge and Enterprise AI(1:03:38) End of Year Reflections and Predictions With your co-hosts:@jacobeffron - Partner at Redpoint, Former PM Flatiron Health@patrickachase - Partner at Redpoint, Former ML Engineer LinkedIn@ericabrescia - Former COO Github, Founder Bitnami (acq'd by VMWare)@jordan_segall - Partner at Redpoint
In this episode of the Experience Strategy podcast, hosts Aransas Savas, Joe Pine, and Dave Norton discuss the recent developments in AI leadership, particularly focusing on Sam Altman's 'code red' declaration regarding OpenAI's competition with Google. They explore the importance of experience in AI development, the frameworks that should guide AI companies, and the evolving expectations of users. The conversation delves into the distinctions between 'stupid', 'dumb', 'smart', and 'genius' AI, emphasizing the need for contextual understanding and anticipation in AI solutions. The episode concludes with thoughts on the future of AI personal assistants and the potential for a more integrated AI experience. Takeaways Experience is the key differentiator in AI competition. Frameworks like 'Stupid, Dumb, Smart, Genius' help understand AI evolution. Consumer expectations for AI are rapidly changing. AI must focus on contextual understanding to improve user experience. The distinction between smart and genius AI is crucial for development. AI hallucinations undermine user trust and effectiveness. Companies need to anticipate user needs for better AI solutions. Personal assistant AI must fulfill its promise to users. The future of AI lies in creating integrated, context-aware systems. Experience strategy is essential for navigating the AI landscape. Chapters 00:00 Introduction to Experience Strategy Podcast 01:26 AI Leadership and Experience Focus 06:22 Frameworks for AI and Experience Strategy 11:56 Understanding AI: Stupid, Dumb, Smart, Genius 19:24 The Future of AI and Personal Assistants Podcast Sponsors: Learn more about Stone Mantel https://www.stonemantel.co Sign up for the Experience Strategist Substack here: https://theexperiencestrategist.substack.com
This episode is sponsored by Your360 AI. Get 10% off through January 2026 at https://Your360.ai with code: INSIDE. Jason Howell and Jeff Jarvis unpack OpenAI's rapid GPT-5.2 release and Image 1.5 upgrade amid its Code Red push, contrasted by Google's faster Gemini 3 Flash challenging benchmarks in reasoning and speed. Nvidia's Slurm acquisition and Nemotron 3 open models are explored for their role in agentic AI, while Disney's $1 billion OpenAI deal licensing Sora IP is weighed against its Google cease-and-desist. President Trump's executive order centralizing AI regulation federally is analyzed for tensions with state protections. Note: Time codes subject to change depending on dynamic ad insertion by the distributor. Chapters: 00:00 - Podcast begins 3:41 - Jeff on AI & APIs for news for NiemanLab 11:33 - Disney wants you to AI-generate yourself into your favorite Marvel movie 14:27 - Disney's OpenAI deal is exclusive for just one year — then it's open season 15:23 - Google Removes AI Videos of Disney Characters After Cease and Desist Letter 21:05 - OpenAI Launches GPT-5.2 as It Navigates ‘Code Red' 26:21 - OpenAI Just Dropped a New AI Image Model in ChatGPT to Rival Google's Nano Banana 30:20 - Google announces Gemini 3 Flash with Pro-level performance, rolling out now 33:03 - Nvidia bulks up open source offerings with an acquisition and new open AI models 33:44 - Nvidia Becomes a Major Model Maker With Nemotron 3 38:26 - Trump signs executive order blocking states from enforcing their own regulations around AI 39:13 - Masnick: Trump Pretends To Block State AI Laws; Media Pretends That's Legal 45:35 - A visual editor for the Cursor Browser 49:47 - Google testing Disco browser 52:10 - I Tried Google Maps' New Gemini Feature, and It Was a Surprisingly Helpful AI Assistant 53:31 - Google Translate brings real-time speech translations to any headphones 1:03:03 - Pew: Teen use of chatbots Learn more about your ad choices. Visit megaphone.fm/adchoices
Nick gives his thoughts on Nebraska's exciting buzzer beater win at Illinois and Creighton's tough loss at home to Kansas State.Subscribe, rate, and review my podcast wherever you get your podcasts so you don't miss an episode! Also follow up on YouTube, Facebook, Instagram, and Twitter OR NickBahe.comHurrdat Sports is a digital production platform dedicated to the new wave of sports media. From podcasting to video interviews along with live events and entertainment, we're here to change how you consume sports. Find us online at Hurrdatsports.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Rupert Soames speaks to Felicity Hannah for his final interview before he stands down as Chair of the Confederation of British Industry (CBI). He describes his surprise at the limited understanding many ministers and policymakers have of the realities faced by business leaders, particularly when it comes to employment, investment, and economic growth. With the Employment Rights Bills ping-ponging its way between the House of Lords and the House of Commons, Soames expresses concern over measures that have increased the cost and risk of employing people, particularly younger workers. He points to the Bill as a source of uncertainty, saying that while compromise was reached on some aspects, the overall effect may be to discourage job creation and make it harder for those with gaps in their employment history to find work, especially post-covid. Brexit and its economic consequences are explored with Soames describing the outcome as “really, really, really bad" for the UK's economic prospects. However, he acknowledged the need to move forward and reset the UK's relationship with the European Union, but expresses concern about the slow pace of doing so, and the persistence of unproductive patterns in UK-EU relations, calling this "Code Red".Soames does credit the Labour government with progress in areas such as global trade agreements and regulatory reform, insisting they've done better in this regard than many before, but highlights a persistent gap between rhetoric and action. The interview also covers the challenges faced by Soames when he joined the CBI in 2024, following allegations of sexual abuse that were reported April 2023 in the Guardian. He reflects on restoring the reputation of the organisation and convincing swathes of major organisation to re-join, after many quit or suspended their memberships.Presenter: Felicity Hannah Producer: Olie D'Albertanson Editor: Henry Jones00:00 Sean Farrington and Fliss set up interview 02:40 Rupert Soames joins pod and discusses CBI scandal 13:40 Budget impact on business 20:00 Employment Rights Bill 23:55 Is government creating climate for growth? 25:00 Civil service has grown too large 27:15 Shocking how little government understands business 29:00 Government doing better than EU and US on AI adoption 30:00 Some people were seduced by then opposition govt; It was performative 32:53 Brexit has played out really, really, really badly 38:00 What is Rupert optimistic about?
AI Chat: ChatGPT & AI News, Artificial Intelligence, OpenAI, Machine Learning
In this episode, we break down OpenAI's release of GPT-5.2 and why it's being positioned as a direct response to Google's internal “code red” over AI competition. In this episode, we explain what GPT-5.2 signals about the escalating AI arms race and how it could reshape the balance between the biggest players in the space.Get the top 40+ AI Models for $20 at AI Box: https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustle----------------See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Should we care about GPT-5.2? This week on Mixture of Experts, we analyze the “code red” release of GPT-5.2 as OpenAI responds to Gemini 3. Are the constant model drops benefitting consumers? Next, Stanford released their Foundation Model Transparency Index, revealing a troubling trend that most labs are becoming less transparent. However, IBM Granite achieved a 95/100 score. Then, our experts discuss what model transparency means for enterprise AI adoption. Finally, we debrief AWS re:Invent's biggest announcements, including Nova frontier models and Nova Forge. Join host Tim Hwang and panelists Kate Soule, Ambhi Ganesan and Mihai Criveti for our expert insights.00:00 – Intro1:02 -- GPT-5.2 emergency release 12:21 -- Stanford AI Transparency Index: Granite scores 95/10027:18 -- AWS re:Invent: Nova models and enterprise AIThe opinions expressed in this podcast are solely those of the participants and do not necessarily reflect the views of IBM or any other organization or entity.Subscribe for AI updates → https://www.ibm.com/account/reg/us-en/signup?formid=news-urx-52120Visit Mixture of Experts podcast page to get more AI content → https://www.ibm.com/think/podcasts/mixture-of-experts #GPT-5.2 #AITransparency #GraniteModels #AWSNova #AIAgents
On this episode, I cover the latest Patch Tuesday news, give an update on the LNK vulnerability from earlier in the year, talk about another healthcare provider getting breach and much more! Reference Links: https://www.rorymon.com/blog/price-changes-for-microsoft-365-patch-tuesday-news-openai-declares-code-red/
Wed, Dec 10 8:13 AM → 8:19 AM Pawtucket Ladder 1 Mayday CF Mutual Aid - Code Red Radio Systems: - RISCON North and South
P.M. Edition for Dec. 9. OpenAI CEO Sam Altman declared a “code red” last week to prioritize the company's ChatGPT chatbot after a competitive threat from Google. WSJ reporter Sam Schechner explains what drove that decision and the implications it could have for ChatGPT, the world's dominant chatbot. Plus, what investors expect as the Federal Reserve kicks off its last meeting of the year ahead of tomorrow's rate decision. And why is it so hard to get a clear picture of the economic health of U.S. consumers? WSJ's Telis Demos says one reason is the rise of a lending alternative: private credit. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
My guest this week is Gavin Baker. Gavin is the managing partner and CIO of Atreides Management, and he has been on the show many times before. I will never forget when I first met Gavin in 2017. I find his interest in markets, his curiosity about the world to be as infectious as any investor that I've ever come across. He's encyclopedic on what is going on in the world of technology today, and I've had the good fortune to host him every year or two on this podcast. Gavin began covering Nvidia as an investor more than two decades ago, giving him a rare perspective on how the company – and the entire semiconductor ecosystem – has evolved. A lot has changed since our last conversation a year ago, making this the perfect time to revisit the topic. In this conversation, we talk about everything that interests Gavin – Nvidia's GPUs, Google's TPUs, the changing AI landscape, the math and business models around AI companies and everything in between. We also discussed the idea of data centers in space, which he communicates with his usual passion and logic. In closing, at the end of this conversation, because I've asked him my traditional closing question before, I asked him a different question, which led to a discussion of his entire investing origin story that I had never heard before. Because Gavin is one of the most passionate thinkers and investors that I know, these conversations are always amongst my most favorite. I hope you enjoy this latest in the series of discussions with Gavin Baker. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by Ramp. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to ramp.com/invest to sign up for free and get a $250 welcome bonus. ----- This episode is brought to you by Ridgeline. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to ridgelineapps.com to learn more about the platform. ----- This episode is brought to you by AlphaSense. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at Alpha-Sense.com/Invest and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Welcome to Invest Like The Best (00:04:00) Meet Gavin Baker (00:06:00) Understanding Gemini 3 (00:09:05) Scaling Laws for Pre-Training (00:12:12) Google v. Nvidia (00:16:52) Google as Lowest Cost Producer of Tokens (00:28:05) AI Can Automate Anything that can be Verified (00:34:30) The AI Bear Case: Edge AI (00:37:18) Going from Intelligence to Usefulness (00:43:44) AI Adoption in Fortune 500 Companies (00:48:58) Frontier Models and Industry Dynamics (00:56:40) China's Mistake and Blackwell's Geopolitical Leverage (00:57:50) OpenAI's Code Red (01:00:46) Data Centers in Space (01:07:13) Cycles in AI (01:11:10) Power as a Bottleneck (01:14:17) AI Native Entrepreneurs (01:16:21) Semiconductor VC (01:20:41) The Mistake the SaaS Industry is Making (01:26:50) Series of Bubbles (01:28:56) Whatever AI Needs, It Gets (01:29:57) Investing is the Search for Truth (01:31:24) Gavin's Investing Origin Story
OpenAI is (reportedly) in full panic mode.
Episode 88: What happens inside OpenAI when Google drops a game-changing AI model? Matt Wolfe ((https://x.com/mreflow) and Maria Gharib (https://uk.linkedin.com/in/maria-gharib-091779b9) break it down. This episode unpacks OpenAI's unprecedented “Code Red,” the real reason Sam Altman hit the panic button, and how Google's Gemini 3 and Nano Banana Pro could threaten OpenAI's dominance. The hosts debate which next-gen AI models are actually smarter (Claude Opus 4.5, Gemini 3, GPT-5.1, and more), why some tools are getting dumber, and how Google's full-stack advantage is shifting the AI power balance. Plus: a rapid-fire review of explosive new AI tools for video, the rise of creative AI (and AI “slop”), surprising advances in wearable tech, and a bit of fun at Sam Altman's expense. Check out The Next Wave YouTube Channel if you want to see Matt and Nathan on screen: https://lnk.to/thenextwavepd — Show Notes: (00:00) AI Wars: Models, Tools, Power (05:59) AI Innovation Race (08:43) OpenAI's Google Challenge (12:15) Claude's Context Window Explained (14:12) Claude vs. ChatGPT: AI Preferences (17:13) Anthropic vs. OpenAI Philosophy (21:51) AI and Content Slop Concerns (24:46) AI Generative Audio's Uncanny Gap (28:07) Runway Gen 4.5 Dominates Preferences (30:41) AI Model Announcement Rivalry (35:00 Alibaba's AI Evolution (37:19) Heavy Glasses and Social Concerns (40:03) AI Advancements: December Launches (42:27) "Like, Subscribe, See You Soon — Mentions: Sam Altman: https://blog.samaltman.com/ Google Gemini 3: https://aistudio.google.com/models/gemini-3 Nano Banana Pro: https://gemini.google/overview/image-generation/ Claude Opus 4.5: https://www.anthropic.com/claude/opus ChatGPT: https://chatgpt.com/ NotebookLM: https://notebooklm.google/ Runway Gen 4.5: https://runwayml.com/research/introducing-runway-gen-4.5 Kling: https://klingai.com/global/ Midjourney: https://www.midjourney.com/home Get the guide to build your own Custom GPT: https://clickhubspot.com/tnw — Check Out Matt's Stuff: • Future Tools - https://futuretools.beehiiv.com/ • Blog - https://www.mattwolfe.com/ • YouTube- https://www.youtube.com/@mreflow — Check Out Nathan's Stuff: Newsletter: https://news.lore.com/ Blog - https://lore.com/ The Next Wave is a HubSpot Original Podcast // Brought to you by Hubspot Media // Production by Darren Clarke // Editing by Ezra Bakker Trupiano
Our 227th episode with a summary and discussion of last week's big AI news!Recorded on 12/05/2025Hosted by Andrey Kurenkov and Jeremie HarrisFeel free to email us your questions and feedback at contact@lastweekinai.com and/or hello@gladstone.aiRead out our text newsletter and comment on the podcast at https://lastweekin.ai/In this episode:Deep Seek 3.2 and Flux 2 release, showcasing advancements in open-source AI models for natural language processing and image generation respectively.Amazon's new AI chips and Google's TPUs signal potential shifts in AI hardware dominance, with growing competition against Nvidia.Anthropic's potential IPO and OpenAI's declared ‘Code Red' indicate significant moves in the AI business landscape, including high venture funding rounds for startups.Key research papers from DeepMind and Google explore advanced memory architectures and multi-agent systems, indicating ongoing efforts to enhance AI reasoning and efficiency.Timestamps:(00:00:10) Intro / Banter(00:02:42) News PreviewTools & Apps(00:03:30) Deepseek 3.2 : New AI Model is Faster, Cheaper and Smarter(00:23:22) Black Forest Labs launches Flux.2 AI image models to challenge Nano Banana Pro and Midjourney(00:28:00) Sora and Nano Banana Pro throttled amid soaring demand | The Verge(00:29:34) Mistral closes in on Big AI rivals with new open-weight frontier and small models | TechCrunch(00:31:41) Kling's Video O1 launches as the first all-in-one video model for generation and editing(00:34:07) Runway rolls out Gen 4.5 AI video model that beats Google, OpenAIApplications & Business(00:35:18) NVIDIA's Partners Are Beginning to Tilt Toward Google's TPU Ecosystem, with Foxconn Reportedly Securing TPU Rack Orders(00:40:37) Amazon releases an impressive new AI chip and teases an Nvidia-friendly roadmap | TechCrunch(00:43:03) OpenAI declares ‘code red' as Google catches up in AI race | The Verge(00:46:20) Anthropic reportedly preparing for massive IPO in race with OpenAI: FT(00:48:41) Black Forest Labs raises $300M at $3.25B valuation | TechCrunch(00:49:20) Paris-based AI voice startup Gradium nabs $70M seed | TechCrunch(00:50:10) OpenAI announced a 1 GW Stargate cluster in Abu Dhabi(00:53:22) OpenAI's investment into Thrive Holdings is its latest circular deal(00:55:11) OpenAI to acquire Neptune, an AI model training assistance startup(00:56:11) Anthropic acquires developer tool startup Bun to scale AI coding(00:56:55) Microsoft drops AI sales targets in half after salespeople miss their quotas - Ars TechnicaProjects & Open Source(00:57:51) [2511.22570] DeepSeekMath-V2: Towards Self-Verifiable Mathematical Reasoning(01:01:52) Evo-Memory: Benchmarking LLM Agent Test-time Learning with Self-Evolving MemoryResearch & Advancements(01:05:44) Nested Learning: The Illusion of Deep Learning Architecture(01:13:30) Multi-Agent Deep Research: Training Multi-Agent Systems with M-GRPO(01:15:50) State of AI: An Empirical 100 Trillion Token Study with OpenRouterPolicy & Safety(01:21:52) Trump signs executive order launching Genesis Mission AI project(01:24:42) OpenAI has trained its LLM to confess to bad behavior | MIT Technology Review(01:29:34) US senators seek to block Nvidia sales of advanced chips to ChinaSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
This week on The FratChat Podcast, the boys crack open the most unhinged holiday stories ever written — by us to roast us. That's right, we're diving into “Story Time 2K25,” featuring the legendary Carlitos, the Sweaty Snack-Hoarding Menace of Christmas, and Old School Chris surviving the world's angriest grandma and the world's most volatile lactose incident. From reindeer homicide to bathroom war crimes, this episode is a festive fever dream of chaos, trauma, and poor adult supervision. And as always, your two favorite bros bring it to life with dramatic readings and enough questionable morals to qualify as a holiday special on FX. In our other segments, we jump into Emails From the Listeners, including a listener's absolute CODE RED situation — a Hallmark holiday gone full Skinemax when his mom walked in mid–North Pole polishing. We break down how a grown man recovers from psychological Chernobyl. Then a listener asks CMo the big question: “What conspiracy theory do you believe… but only after two beers?” And in the news, the guys talk about the clown circus that is FIFA inventing a “Peace Prize” just to hand it to Donald Trump after the Nobel said “nah.” Finally, in this week's Not the Drag Queens, we expose yet another “child protector” who turned out to be the actual threat — former Georgia GOP assistant secretary Ja'Quon Stembridge, caught in an alleged sting that proves, once again, drag queens are just trying to contour while everyone else is out here committing felonies. Strap in, folks — it's a wild one! Got a question, comment or topic for us to cover? Let us know! Send us an email at fratchatpodcast@gmail.com or follow us on all social media: Instagram: http://Instagram.com/FratChatPodcast Facebook: http://Facebook.com/FratChatPodcast Twitter: http://Twitter.com/FratChatPodcast YouTube: http://YouTube.com/@fratchatpodcast Follow Carlos and CMO on social media! Carlos: IG: http://Instagram.com/CarlosDoesTheWorld YouTube: http://YouTube.com/@carlosdoestheworld TikTok: http://TikTok.com/@carlosdoestheworld Twitter: http://Twitter.com/CarlosDoesWorld Threads: http://threads.net/carlosdoestheworld Website: http://carlosgarciacomedy.com Chris ‘CMO' Moore: IG: http://Instagram.com/Chris.Moore.Comedy TikTok: http://TikTok.com/@chris.moore.comedy Twitter: http://Twitter.com/cmoorecomedy Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
OpenAI has launched a code red.
Today on our show:Black Friday Cyber Monday - You Devil You!Sam Altman Calls a Code Red to Stop Google ThreatAmazon and Visa Partner on Agentic PaymentsNike CEO Purges John Donahoe's Lieutenants- and finally, The Investor Minute which contains 3 items this week from the world of venture capital, acquisitions, and IPOs.Today's episode is sponsored by Mirakl.https://www.rmwcommerce.com/ecommerce-podcast-watsonweeklyThis podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp
This week showed just how much pressure the AI trade is under. OpenAI's Sam Altman is heading to Jimmy Fallon next week as the company reportedly declares “Code Red.” Nvidia's Jensen Huang is shuttling between Silicon Valley, Washington and Beijing, trying to navigate the toughest geopolitical bind of the company's history. And Replit is locking in a multiyear partnership with Google to push vibecoding to the enterprise. Google's Matt Renner and Replit's Amjad Masad join Deirdre Bosa to discuss. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Information's Co-Executive Editor Martin Peers talks with TITV Host Akash Pasricha about Paramount's hostile tender offer for Warner Bros. and its advantages over the Netflix deal. We also talk with Water Tower Research's Paul Meeks about IBM's $11 billion acquisition of Confluent and what to watch for in Oracle and Broadcom's earnings. OpenAI Reporter Sri Muppidi gives us the latest from the company's 'Code Red' and an interview with ChatGPT product head Nick Turley, and AI Reporter Stephanie Palazzolo discusses the growing skepticism around AI breakthroughs in biology from the NeurIPS conference. Lastly, Crypto Reporter Yueqi Yang breaks down the intensifying competition in prediction markets following Kalshi's $11 billion valuation.Articles discussed on this episode: https://www.theinformation.com/articles/ais-biggest-event-researchers-said-field-needs-overhaulhttps://www.theinformation.com/articles/chatgpt-product-chief-responding-code-redhttps://www.theinformation.com/briefings/ellisons-paramount-skydance-make-108-billion-tender-offer-warnerhttps://www.theinformation.com/briefings/ibm-agrees-buy-confluent-11-billionhttps://www.theinformation.com/briefings/openais-head-chatgpt-envisions-ai-superpowersTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on 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-agenda
Our featured guest this month is Shane Cox, Director Cyber Fusion Center at MorganFranklin Cyber, interviewed by Frank Victory. News from Denver Summit FC, EchoStar, Atom Computing, Quantinuum, Ibotta, Optiv, FusionAuth, Swimlane, Red Canary and a lot more! Come join us on the Colorado = Security Slack channel to meet old and new friends. Sign up for our mailing list on the main site to receive weekly updates - https://www.colorado-security.com/. If you have any questions or comments, or any organizations or events we should highlight, contact Alex and Robb at info@colorado-security.com This week's news: Denver Summit FC to debut at Empower Field at Mile high, eyes attendance record EchoStar founder Charlie Ergen returns as CEO amid $19.6B SpaceX spectrum deal Ibotta celebrates new downtown Denver headquarters Two Denver-area tech firms advance in $300M quantum competition Cyberattack on CodeRED forces Douglas County Sheriff's Office to seek new alert network Threat Modeling of AI Applications Is Mandatory The Authentication Rabbit Hole: What I Learned From Vibe-Coding Auth with AI 92% Breaches Preventable with AI Automation Stay on top of GitHub vulnerabilities with Dependabot Configurator Upcoming Events: Check out the full calendar ISACA Denver - HOLIDAY PARRRTAAAAYYY - 12/11 Colorado = Security Gives Back - 12/13 View our events page for a full list of upcoming events * Thanks to CJ Adams for our intro and exit! If you need any voiceover work, you can contact him here at carrrladams@gmail.com. Check out his other voice work here. * Intro and exit song: "The Language of Blame" by The Agrarians is licensed under CC BY 2.0
Lane leaving Ole Miss for LSU. The NBA isn't Code Red but it's definately Code Orange. The F1 Championship is a three way race. Who's gonna fight Cena!? The NCAA wants ALLLLLL of the money. ...it's a mad house.
(0:00) Bestie intros (0:12) OpenAI declares "Code Red" as competitors eat away ChatGPT market share (28:14) David Sacks vs. New York Times (51:24) New poverty line, America's slow descent into socialism Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: Sacks's AI waiver: https://www.whitehouse.gov/wp-content/uploads/2025/06/David-Sacks.pdf Sacks's Crypto waiver: https://www.whitehouse.gov/wp-content/uploads/2025/03/Memo-David-Sacks-3.5.2025-1.pdf https://www.theinformation.com/articles/openai-ceo-declares-code-red-combat-threats-chatgpt-delays-ads-effort?rc=f8fu8f https://www.cnbc.com/2025/11/19/nvidia-says-no-assurance-of-deal-with-openai-after-100-billion-pact.html https://www.nytimes.com/2025/11/30/technology/david-sacks-white-house-profits.html https://www.nytimes.com/2021/07/23/us/politics/anita-dunn-biden-white-house.html https://www.yesigiveafig.com/p/part-1-my-life-is-a-lie
Is AI building the future — or inflating the next great tech bubble?This week's episode of Leveraging AI peels back the layers of billion-dollar optimism and uncovers the quiet panic sweeping the AI giants. From OpenAI's internal “Code Red” to Anthropic's cautious warnings, host Isar Meitis walks you through the pivotal shifts shaking the foundation of the AI industry.While tech giants throw trillions into compute power and bold promises, business adoption is… shockingly stagnant. Are we seeing signs of a bubble about to burst — or is the market simply catching its breath before the next leap?If you're a business leader navigating the hype, headlines, and high stakes, this is your briefing.In this session, you'll discover:Why OpenAI froze development and went into Code Red modeHow $8 trillion in projected AI infrastructure is colliding with disappointing ROIThe growing disconnect between enterprise AI adoption and corporate AI spendWhat top CEOs like IBM's Arvind Krishna and Anthropic's Dario Amodei really think about the AI investment surgeA jaw-dropping look at deep AI infrastructure costs and the five-year obsolescence cycleWhy Claude Opus 4.5 is being called the best coding model on the marketThe bold new moves from AWS, including agentic AI factoriesPolitical pressures: PAC wars, employee protests, and the race to regulateAnd what your company should (and shouldn't) do right now to stay aheadAbout Leveraging AI The Ultimate AI Course for Business People: https://multiplai.ai/ai-course/ YouTube Full Episodes: https://www.youtube.com/@Multiplai_AI/ Connect with Isar Meitis: https://www.linkedin.com/in/isarmeitis/ Join our Live Sessions, AI Hangouts and newsletter: https://services.multiplai.ai/events If you've enjoyed or benefited from some of the insights of this episode, leave us a five-star review on your favorite podcast platform, and let us know what you learned, found helpful, or liked most about this show!
It's A.I. model rollout season in Silicon Valley, and OpenAI appears to be feeling the pressure. Sam Altman, the chief executive of OpenAI, sent a memo to staff on Monday declaring a “code red” effort to improve ChatGPT and delay other initiatives. We explain why the latest frontier models from Google and Anthropic have OpenAI spooked and how the company is reshuffling priorities to respond. Then, we give our honest thoughts on which A.I models we like best and share how we're using A.I. in our day-to-day lives. And finally, we take a look at some of the most popular A.I.-generated content on the internet this week in our latest installment of the Hard Fork Review of Slop.Additional Reading: What OpenAI Did When ChatGPT Users Lost Touch With RealityGoogle Unveils Gemini 3, With Improved Coding and Search AbilitiesTourists Tricked by Fake Royal Christmas MarketDeepfake of North Carolina lawmaker used in award-winning Whirlpool video We want to hear from you. Email us at hardfork@nytimes.com. Find “Hard Fork” on YouTube and TikTok. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify. You can also subscribe via your favorite podcast app here https://www.nytimes.com/activate-access/audio?source=podcatcher. For more podcasts and narrated articles, download The New York Times app at nytimes.com/app.
First things first: David and Nilay are both having some TV problems, and they need to talk it out. But then they get to the news of the week, including Samsung's new extra-foldy foldable phone, and a big change in the design departments at both Apple and Meta. What does it all say about the future of smart glasses? After that, the hosts talk through why Sam Altman declared a code red inside of OpenAI in order to redirect focus to ChatGPT — and whether the technology that has made all these products possible is actually the right technology moving forward. Finally, in the lightning round, it's time for Brendan Carr is a Dummy, recap season, "dear algo," and thermostats. Further reading: Samsung's Z TriFold is official and it looks like a tablet with a phone attached Huawei tris again. Huawei's first trifold is a great phone that you shouldn't buy Apple's head of UI design is leaving for Meta Apple AI chief steps down following Siri setbacks Louie Mantia's blog post about Dye Zuck's post about the new team Linux usage on Steam hits a record high for the second month in a row OpenAI declares ‘code red' as Google catches up in AI race OpenAI just made another circular deal Anthropic's AI bubble ‘YOLO' warning Anthropic's racing OpenAI to go public Normalizing extraterrestrial data centers I tested five AI browsers and lost my mind in the process The AI boom is based on a fundamental mistake Ilya Sutskever – We're moving from the age of scaling to the age of research FCC boss Brendan Carr claims another victory over DEI as AT&T drops programs First there was nothing, then there was Hoto and Fanttik This new Honeywell Home smart thermostat can answer your Ring doorbell Spotify Wrapped 2025 turns listening into a competition YouTube introduces its own version of Spotify Wrapped for videos Amazon Music Delivered puts your top tunes on a festival poster. Google Photos Recap will tell you how many selfies you took this year “Dear algo.” Subscribe to The Verge for unlimited access to theverge.com, subscriber-exclusive newsletters, and our ad-free podcast feed.We love hearing from you! Email your questions and thoughts to vergecast@theverge.com or call us at 866-VERGE11. Learn more about your ad choices. Visit podcastchoices.com/adchoices
OpenAI's Sam Altman has called a 'Code Red' at the AI giant as Google Gemini 3 might be overtaking them. But new models 'Garlic' and 'Shallotpeat' might leapfrog them back in front. Plus, Kling's new O1 and Video 2.6 AI video models are both good and, well, not so good. And Runway Gen 4.5 seems interesting but not out to everyone yet. Meanwhile, Sora 2 users are busy generating fake clips of 'Bird Game 3' and Chinese robotics start-up EngineAI brings forth their T-800 model which might as well be The Terminator. IS IT TIME TO FREAK OUT ABOUT ROBOTS? MAYBE. MAYBE IT IS. Get notified when AndThen launches: https://andthen.chat/ Come to our Discord to try our Secret Project: https://discord.gg/muD2TYgC8f Join our Patreon: https://www.patreon.com/AIForHumansShow AI For Humans Newsletter: https://aiforhumans.beehiiv.com/ Follow us for more on X @AIForHumansShow Join our TikTok @aiforhumansshow To book us for speaking, please visit our website: https://www.aiforhumans.show/ // Show Links // OpenAI's 'Code Red' To Battle Gemini Progress https://www.theinformation.com/articles/openai-ceo-declares-code-red-combat-threats-chatgpt-delays-ads-effort?rc=c3oojq&shared=09f911ca8bc5c944 More on CodeRed: https://www.theguardian.com/technology/2025/dec/02/sam-altman-issues-code-red-at-openai-as-chatgpt-contends-with-rivals OpenAI Chief Research Mark Chen Discusses Gemini 3 & new models https://x.com/ashleevance/status/1995644118362718528?s=20 OpenAI New Models Garlic & Shallotpeat https://www.theinformation.com/articles/openai-developing-garlic-model-counter-googles-recent-gains?rc=c3oojq&shared=fb95c0bf1c900288 Kling 01 Model: Very Good AI Editing https://x.com/Kling_ai/status/1995506929461002590?s=20 Gavin's Football Tests https://x.com/gavinpurcell/status/1995877894342803656?s=20 Kling 2.6 with voice! THE ACTING! https://x.com/Kling_ai/status/1996238606814593196?s=20 Gavin's test https://x.com/gavinpurcell/status/1996270217253847487?s=20 Runway 4.5 Announced https://x.com/iamneubert/status/1995493501363270068?s=20 https://runwayml.com/research/introducing-runway-gen-4.5 Apple StarFlow-V https://x.com/BenjaminDEKR/status/1995634681925025833?s=20 Sync React-1 https://x.com/synclabs_so/status/1995556298419474665?s=20 Bird Game 3: The AI video game that doesn't exist has taken over Tiktok https://www.polygon.com/is-bird-game-3-real-ai-pigeon-hummingbird-what-is-tiktok-gameplay/ EngineAI Robot Called T-800 https://x.com/TheHumanoidHub/status/1995759737145589843?s=20 https://youtu.be/FGcQqyCaG5s?si=_pUZgjZiWHKmPZ7g Ongo: The weirdest desk lamp talking robot https://x.com/Karim_RC/status/1995538458836959487?s=20 Tesla Optimus Getting Laps In https://x.com/Tesla_Optimus/status/1995973133770350924?s=20 Character Consistency With Nano Banana Pro (Set Visits To Famous Movies) https://www.reddit.com/r/Bard/comments/1pb4nvc/maintaining_character_consistency_in_nano_banana/ Googly Eyed Animals & Objects in Nano Banana Pro https://x.com/madpencil_/status/1993654188723851585?s=20 NBP Weather For Your City Prompt https://x.com/PavolRusnak/status/1995165498774802607?s=20 Uh, Now AI Video Is Cooking Minions https://x.com/Solopopsss/status/1995488475240628407?s=20
Thoughts on OpenAI as Sam Altman declares a “Code Red” in response to Gemini 3, including real concerns about ChatGPT's market position, why the missed ads opportunity is becoming more acute, and ominous Google history. From there: Context on Alan Dye's departure from Apple, Meta's emphasis on a new design language, and the Meta fundamentals regardless of AR/VR and its AI efforts. At the end: Amazon's tranium chips and its AI efforts, Substack and the challenge of customer acquisition, defending tech at Thanksgiving dinner, and various F1 takes before this weekend's finale in Abu Dhabi.
This week, we discuss AWS re:Invent announcements, Agentic Development, and OpenAI's Code Red. Plus, a Digital ID field test and more on silverware sorting. Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/Xl7lVVTd4DM?si=APR633y2hmXPHHdb) 549 (https://www.youtube.com/live/Xl7lVVTd4DM?si=APR633y2hmXPHHdb) Runner-up Titles Did you order the Code Red? In the year 2000 Jane go swiftly Another day in the coal mine Goal Driven Development I want to believe Prove me wrong AI's going to dig this hole faster Tornado of Innovation Revenue times Story Rundown SiteAngel - bonus press quote from Brandon (https://www.nextgov.com/digital-government/2000/10/angel-watches-over-web-sites/243841/) AWS Amazon announces $50B investment to expand AI and supercomputing capabilities for US government (https://siliconangle.com/2025/11/24/amazon-announces-50b-investment-expand-ai-supercomputing-capabilities-us-government/) Top announcements of AWS re:Invent 2025 (https://aws.amazon.com/blogs/aws/top-announcements-of-aws-reinvent-2025/) All the biggest news from AWS' big tech show re:Invent 2025 (https://techcrunch.com/2025/12/02/all-the-biggest-news-from-aws-big-tech-show-reinvent-2025/) AWS announces preview of AWS Interconnect - multicloud (https://aws.amazon.com/about-aws/whats-new/2025/11/preview-aws-interconnect-multicloud/) The Future of AWS CodeCommit | Amazon Web Services (https://aws.amazon.com/blogs/devops/aws-codecommit-returns-to-general-availability/) Nova Act (https://aws.amazon.com/blogs/aws/build-reliable-ai-agents-for-ui-workflow-automation-with-amazon-nova-act-now-generally-available/) Code Red OpenAI CEO declares “code red” as Gemini gains 20 0 million users in 3 months (https://arstechnica.com/ai/2025/12/openai-ceo-declares-code-red-as-gemini-gains-200-million-users-in-3-months/) Anthropic reportedly preparing for one of the largest IPOs ever in race with OpenAI: FT (https://www.cnbc.com/2025/12/03/anthropic-claude-reportedly-preparing-ipo-race-openai-chatgpt-ft-wilson-sonsini-goodrich-rosati.html) Microsoft stock sinks on report AI product sales are missing growth goals (https://www.cnbc.com/2025/12/03/microsoft-stock-ai-foundry-sales.html) AI & Cloud Trends for November 2025 (https://www.thecloudcast.net/2025/12/ai-cloud-trends-for-november-2025.html) Relevant to your Interests Under My Roof Home Inventory + App - App Store (https://apps.apple.com/us/app/under-my-roof-home-inventory/id1524335878) Thoma Bravo invests in Azul (https://www.finextra.com/pressarticle/108009/thoma-bravo-invests-in-azul) Streamline Development with the Google Workspace Extension (https://allen.hutchison.org/2025/11/19/bringing-the-office-to-the-terminal/) As its voice dictation app takes off, Wispr secures $25M from Notable Capital | TechCrunch (https://techcrunch.com/2025/11/20/as-its-voice-dectation-app-takes-off-wispr-secures-25m-from-notable-capital/) Valve makes almost $50 million per employee (https://www.tomshardware.com/video-games/pc-gaming/valve-makes-almost-usd50-million-per-employee-raking-in-more-cash-per-person-than-google-amazon-or-microsoft-gaming-giants-350-employees-on-track-to-generate-usd17-billion-this-year) HelixGuar (https://helixguard.ai/blog/malicious-sha1hulud-2025-11-24)d (https://helixguard.ai/blog/malicious-sha1hulud-2025-11-24) What to know about a recent Mixpanel security incident (https://openai.com/index/mixpanel-incident/) ServiceNow to Expand Security Portfolio With Acquisition of Veza's Leading AI-native Identity Security Platform (https://www.businesswire.com/news/home/20251201652471/en/ServiceNow-to-Expand-Security-[…]tion-of-Vezas-Leading-AI-native-Identity-Security-Platform) Vista-Backed LogicMonitor Buys Monitoring Startup Catchpoint (https://www.bloomberg.com/news/articles/2025-12-02/vista-backed-logicmonitor-buys-mon[…]ing-startup-catchpoint?srnd=phx-deals&embedded-checkout=true) Google releases Nano Banana Pro, its latest image generation model (https://techcrunch.com/2025/11/20/google-releases-nano-banana-pro-its-latest-image-generation-model/) Years of JSONFormatter and CodeBeautify Leaks Expose Thousands of Passwords and API Keys (https://thehackernews.com/2025/11/years-of-jsonformatter-and-codebeautify.html) Netflix kills casting from phones (https://www.theverge.com/news/834655/netflix-phone-casting-chromecast-support-killed) Nonsense Victorian Name Generator (https://codebeautify.org/victorian-name-generator) Conferences cfgmgmtcamp 2026 (https://cfgmgmtcamp.org/ghent2026/), February 2nd to 4th, Ghent, BE. Coté speaking and doing live SDI with John Willis. DevOpsDayLA at SCALE23x (https://www.socallinuxexpo.org/scale/23x), March 6th, Pasadena, CA Use code: DEVOP for 50% off. CFP open until Dec. 1st. Devnexus 2026 (https://devnexus.com), March 4th to 6th, Atlanta, GA. SDT News & Community Join our Slack community (https://softwaredefinedtalk.slack.com/join/shared_invite/zt-1hn55iv5d-UTfN7mVX1D9D5ExRt3ZJYQ#/shared-invite/email) Email the show: questions@softwaredefinedtalk.com (mailto:questions@softwaredefinedtalk.com) Free stickers: Email your address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) Follow us on social media: Twitter (https://twitter.com/softwaredeftalk), Threads (https://www.threads.net/@softwaredefinedtalk), Mastodon (https://hachyderm.io/@softwaredefinedtalk), LinkedIn (https://www.linkedin.com/company/software-defined-talk/), BlueSky (https://bsky.app/profile/softwaredefinedtalk.com) Watch us on: Twitch (https://www.twitch.tv/sdtpodcast), YouTube (https://www.youtube.com/channel/UCi3OJPV6h9tp-hbsGBLGsDQ/featured), Instagram (https://www.instagram.com/softwaredefinedtalk/), TikTok (https://www.tiktok.com/@softwaredefinedtalk) Book offer: Use code SDT for $20 off "Digital WTF" by Coté (https://leanpub.com/digitalwtf/c/sdt) Sponsor the show (https://www.softwaredefinedtalk.com/ads): ads@softwaredefinedtalk.com (mailto:ads@softwaredefinedtalk.com) Recommendations Brandon: Dampf Good BBQ (https://guide.michelin.com/us/en/north-carolina/cary_2986745/restaurant/dampf-good-bbq) Matt: UmamiPapi (https://umamipapi.com.au/) chilli oil Coté: Anta (https://anta-keelpastilles.nl/smaken/classic/), slightly more in English (https://www.dutchexpatshop.com/en/anta-flu-classic.html). Also XdgBaseDirs (https://cote.io/2025/12/02/an-xdg-library-for-java.html). Photo Credits Header (https://unsplash.com/photos/a-wooden-block-spelling-the-word-website-on-a-table-Vagh0KcwvwQ)
Bitcoin's down, so the Lessins turned down the heat and pulled out their winter gear. The More or Less squad jumps from SF's drone-powered crime-fighting memes (Daniel Lurie's “no drugs” moment) to how creator-content strategy now drives real deal flow. Jess says 2026 will split the AI tide (we unfortunately did have to touch on AI), with Meta's missing enterprise story dragging its CapEx dreams, while AWS is suddenly courting founders again. From Apple's design chief Alan Dye jumping to Meta to questioning whether OpenAI's “code red” was a decoy, the squad never misses when it comes to the latest thinking in Silicon Valley.Buy Slow's Modern Etiquette book: https://www.amazon.com/dp/B0G4HSKSY5Chapters:Chapters:01:10 Kudos to SF Mayor, Daniel Lurie!07:14 Doom scrolling on a Garmin watch12:34 Holiday gift guides: AI robots, Duolingo piano, Matic vac mop, etc14:30 The creator-VC playbook 21:27 Instagram RTO 5 days per week leadership reality check22:08 Alan Dye leaves Apple for Meta 26:09 Jess' 2026 prediction: The Big Tech divergence is coming27:46 Meta's enterprise gap28:46 AWS outreach to Sam: Bedrock Nova and startup credits31:45 Sam Altman's code red memo -- is it a decoy?33:51 Gemini latency vs GPT why speed matters for Brit (Ad opp?)44:39 Is Aaron Levie for or against AI?46:40 Waymo's safety report and Dave's FSD usage51:21 Recapping the Slow holiday party + Offline's next58:28 Slow's Modern Etiquette Book plug (Link to purchase: https://www.amazon.com/dp/B0G4HSKSY5)We're also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessYouTubeConnect with us here:1) Sam Lessin: https://x.com/lessin2) Dave Morin: https://x.com/davemorin3) Jessica Lessin: https://x.com/Jessicalessin4) Brit Morin: https://x.com/brit
Waymo said their cabs are 90% safer than human-driven cars… then activated “crazy NYC cab mode”.American Eagle surged 15% thanks to Sydney Sweeney… and an Anti-AI pledge.Sam Altman called “Code Red” at OpenAI… because the AI race look like MarioKart.Plus, Spotify Wrapped just came out… so we whipped up Wall Street Wrapped.Tickets on sale **Friday** — The IPO Tour (our In-Person Offering)Austin, TX (2/25): https://tickets.austintheatre.org/13274/13275 Arlington, VA (3/11): https://www.arlingtondrafthouse.com/shows/341317 New York, NY (4/8): https://www.ticketmaster.com/event/0000637AE43ED0C2Los Angeles, CA (6/3): https://www.squadup.com/events/the-best-one-yet-livePlus 3 more in H2 2026…$AEO $GOOG $AMZNBuy your TBOY Yeti Doll gift here: https://tboypod.com/shop/product/economic-support-yeti-doll NEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Timestamps: 0:00 c'mon don't be like that 0:11 Intel Arc GPUs hit 1% market share 1:41 Micron kills Crucial memory 3:50 OpenAI declares 'Code Red' to beat Gemini 5:24 Odoo! 6:22 QUICK BITS INTRO 6:28 India changes its mind on the app thing 7:07 Samsung Galaxy Z Trifold 7:46 New York requires surveillance pricing disclosure 8:23 Android 16 AI notification summaries 9:10 EngineAI T800 vs Unitree H1 NEWS SOURCES: https://lmg.gg/9b7Vy Learn more about your ad choices. Visit megaphone.fm/adchoices
This week we welcome Ed Skoudis to talk about the holiday hack challenge (https://sans.org/HolidayHack). In the security news: Oh Asus Dashcam botnets Weird CVEs being issued CodeRED, but not the worm Free IP checking Internet space junk and IoT Decade old Linux kernel vulnerabilities Breaking out of Claude code Malicious LLMs Hacker on a plan gets 7 years Putting passwords into random websites NPM supply chains strike again LLMs will never be intelligent Visit https://www.securityweekly.com/psw for all the latest episodes! Show Notes: https://securityweekly.com/psw-903
Join Simtheory: https://simtheory.ai/OpenAI has declared "Code Red" as ChatGPT faces growing competition from Gemini and other rivals. In this episode, we break down OpenAI's 6% market share decline, why their ad strategy is on hold, and what they need to do to reclaim the AI crown. We also explore DeepSeek V3.2's impressive capabilities as a cheap open-source alternative, Meta's new policy grading employees on AI skills, and the crisis facing higher education as AI fluency becomes essential. Plus, Fatal Patricia hits #1 on our Spotify charts, and Tesla's Optimus robot is running like a slightly unfit human.CHAPTERS:00:00 Intro - OpenAI Code Red & Market Share Crisis07:03 ChatGPT's Failure to Go Deeper Into Users' Lives16:33 What OpenAI Needs to Win Back the Crown26:46 Chris's Wishlist for an OpenAI Comeback31:22 DeepSeek V3.2 - The Open Source Threat39:34 Meta Grading Workers on AI Skills46:29 The University & Education AI Crisis56:25 Fatal Patricia Hits #1 & WTF of the WeekThanks for listening. Like & Sub. xoxox
Apple design chief Alan Dye exits for Meta, OpenAI sounds a “code red” as Google surges in AI, Sony A7V is out, Bending Spoons may be the tech world's Thanos, and we rank Apple's products, but correctly.Ad-Free + Bonus EpisodesShow Notes via EmailWatch on YouTube!Join the CommunityEmail Us@stephenrobles on Threads@jasonaten on ThreadsMusic by: Breakmaster Cylinder------------------------------Sponsors:Framer: Start creating for free at framer.com/design, anduse code PRIMARY for a free month of Framer Pro.Shopify: Sign up for your one-dollar-per-month trial and start selling today at: shopify.com/primaryGusto - Try Gusto today at gusto.com/primary, and get three months free when you run your first payroll!------------------------------Links from the showThis Shortcut Will Give You the Year-End Recap that Apple Won'tScreen Time 2025 ShortcutYouTube 'Recap' is a video version of Spotify WrappedApple AI Chief John Giannandrea Retiring After Siri Delays - MacRumorsApple design boss Alan Dye departing for Meta - 9to5Macto commemorate alan dye moving from apple to meta, here's one of his best quotesToday we're establishing a new creative studio in Reality Labs led by Alan Dye, who has spent nearly 20 years leading design at Apple.Bending Spoons to acquire Eventbrite in $500M all-cash deal - Tech.euOpenAI declares ‘code red' as Google catches up in AI race | The VergeChatGPT ads are on the way, but iPhone users can avoid them - 9to5MacHands-on: Sony's A7 V uses a partially stacked sensor for silent shooting | The VergeSony a7 V Review: The End Game - YouTubeSara Dietschy's Sony Grid - InstagramRunway says its new text-to-video AI generator has ‘unprecedented' accuracy | The VergeOnly Good Use of AI - InstagramApple unveils the winners of the 2025 App Store Awards - AppleThe best Apple gadgets, ranked | The VergeThe iPad's Software Problem Is Permanent - YouTube ★ Support this podcast ★
On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research to discuss: putting equity valuations into context, policymakers prioritizing growth over dogma, beyond “disruption” in corporate strategy, and more! Then at 36:28, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick! This episode is sponsored by Eaton Vance and Rocket Money. Get Active with EVSD, The Symbol of Short Duration Income. See how at https://www.eatonvance.com/EVSD Cancel your unwanted subscriptions and reach your financial goals faster with Rocket Money. Go to https://rocketmoney.com/compound today. Sign up for The Compound Newsletter and never miss out! Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ TikTok: https://www.tiktok.com/@thecompoundnews Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Winner of the CTP Cup for IBIT Announcing the participants for the CTP Cup 2025 Calling a Code Red! Sam Altman’s declaration PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Interactive Brokers Warm-Up - Winner of the CTP for IBIT - Announcing the participants for the CTP Cup 2025 - Calling a Code Red! Sam Altman's panic - Here come the Tariff lawsuits - - Smart Toilets are a thing (And learning the Bristol Scale) Markets - Horses can smell the barn.... Seasonal Trends - PR Teams - full throttle - (This is their Social Media) - Tax planning over the next couple of weeks may see some selling into year end Impressive Results - India's economy grew at a faster-than-expected pace of 8.2% in the quarter ended September against a forecast of 7.3% in a Reuters poll and 7.8% expansion in the previous quarter, data released last Friday showed. - The Indian government has cut consumer taxes on hundreds of items and implemented long-delayed labour reforms in the last three months as it tries to keep the domestic economy strong in the face of global uncertainties. - Strongest in 6 quarters - Economists said stockpiling for the festive season as well as expedited exports ahead of the 50% tariff deadline on August 27 might have contributed to the quarterly growth figures. - Manufacturing output rose 9.1% in the quarter ending in September from a year earlier against growth of 7.7% a quarter ago, while construction expanded 7.2% year-on-year from 7.6% a quarter ago. NVDA Spreading Out - Nvidia on Monday announced it has purchased $2 billion of Synopsys common stock as part of a strategic partnership to accelerate computing and artificial intelligence engineering solutions. - As part of the multiyear partnership, Nvidia will help Synopsys accelerate its portfolio of compute-intensive applications, advance agentic AI engineering, expand cloud access and develop joint go-to-market initiatives, according to a release. - Nvidia said it purchased Synopsys' stock at $414.79 per share (Now at $445) Amazon Ultra Fast Service - The parent company of Instacart fell nearly 4% after Amazon said it's testing “ultra-fast” delivery of groceries in Seattle and Philadelphia. - These deliveries take about 30 minutes or less, said Amazon. - Doordash and other delivery companies stocks also fell. Microstrategy - Strategy - Stock has been under pressure - Who knows what the company actully does anymore - Leverage Bitcoin play - issuing massive debt and convertibles to but Bitcoin - Stock down 39% this year and 52% 1 -year (Up 400% in the last 5 years) -Bitcoin dropped below $87k this week before staging a recovery bounce. Devil's Metal - Silver has outpaced gold in 2025, with a growth of about 71%, compared to gold's 54%. - Silver mine production has been decreasing for the past ten years, especially in Central and South America, due to mine closures, resource depletion and infrastructure challenges. - While industrial demand for silver is expected to decline slightly in 2025, the metal is increasingly used in electric vehicles, for AI components and in photovoltaics. - Some people are saying that people were having to transport silver by plane rather than on cargo ships to meet delivery demand INTERACTIVE BROKERS Check this out and find out more at: http://www.interactivebrokers.com/ Some Trump Updates: - Reiterates his view that Chair Powell should reduce rates. - Says he's negotiating with Democrats on healthcare. - Plans to give refunds out of collected tariffs. Crying Game - SoftBank Group founder Masayoshi Son on Monday downplayed the decision to offload the conglomerate's entire Nvidia stake, saying he “was crying” over parting with the shares. - Speaking at a forum in Tokyo Monday, Son addressed SoftBank's November disclosure that the firm had sold its holding in the American chip darling for $5.83 billion. - According to Son, SoftBank wouldn't have made the move if it didn't need to bankroll its next artificial intelligence investments, including a big bet on OpenAI and data center projects. Are Stocks Overvalued? CAPE RATIO Consumers... Consumer Confidence CODE RED - Chief executive Sam Altman reportedly declared a “code red” on Monday, urging staff to improve its flagship product ChatGPT, an indicator that the startup's once-unassailable lead is eroding as competitors like Google and Anthropic close in. - In the memo, reported by the Wall Street Journal and The Information, Altman said the company will be delaying initiatives like ads, shopping and health agents, and a personal assistant, Pulse, to focus on improving ChatGPT. This includes core features like greater speed and reliability, better personalization, and the ability to answer more questions, he said. - Herein lies the problem with this entire tech market - what if ChatGPT fades to the sideline with $1.5Trillion promised over the next 5-7 years? - Remember, Google declared a Code Red after the arrival of ChatGPT. AI Takeover - Massachusetts Institute of Technology on Wednesday released a study that found that artificial intelligence can already replace 11.7% of the U.S. labor market, or as much as $1.2 trillion in wages across finance, health care and professional services. - The study was conducted using a labor simulation tool called the Iceberg Index, which was created by MIT and Oak Ridge National Laboratory. - The index simulates how 151 million U.S. workers interact across the country and how they are affected by AI and corresponding policy. Costco Sues - Costco filed a lawsuit asking for a full refund of tariffs the warehouse club giant has paid since President Donald Trump imposed “reciprocal” and “fentanyl” tariffs earlier this year. - Costco sued the Trump administration to get a full refund of new tariffs it paid so far this year, and to block those import duties from continuing to be collected from the retail warehouse club giant as a Supreme Court case plays out. - Costco is worried that it would lose the money even if the Tariffs were deemed illegal. Fat Cutting - Eli Lilly said it is lowering the cash prices of single-dose vials of its blockbuster weight loss drug Zepbound on its direct-to-consumer platform, LillyDirect. - Starting Dec. 1, cash-paying patients with a valid prescription can pay $299 to $449 per month for Zepbound vials on LillyDirect, depending on the dose, down from a previous range of $349 to $499 per month. - The announcement comes just weeks after President Donald Trump inked deals with Eli Lilly and Novo Nordisk to make their GLP-1 drugs easier for Americans to access and afford. Smart Toilets - This year industry giants Toto Ltd. and Kohler Co. introduced smart toilets capable of analyzing what is in the bowl - Launched in August, the latest model in the Neorest line starts at roughly $3,200. - It uses an LED light and a sensor to read the shape, color, hardness and volume of stool as it drops, and sends data to a smartphone app in less than a minute. - Each toilet can support as many as six users — enough for most households — while some companies have bought multiple units for their employees. Toto aims to sell 7,300 units annually by 2028. - For now the stool-scanning Neorest is available only in Japan. - The app analyzes bowel movements against the Bristol scale, which is commonly used to diagnose constipation, inflammation or diarrhea, and offers simple recommendations such as eating more fiber and drinking more water, or even menu suggestions, like vegetable soup. Bristol Scale Feel Good - Entrepreneur Michael Dell and his wife, Susan, will deposit $250 in the individual investment accounts of 25 million American children in a $6.25 billion philanthropic pledge as part of the Trump administration's Invest America initiative. - $250 each child born after between 2015 and 2025 - The money will go to the accounts of children who live in ZIP codes where the median family's income is $150,000 or less, according to a spokesperson for the Dells. Love the Show? Then how about a Donation? Announcing the Winner for iShares Bitcoin Trust ETF (IBIT) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! CTP CUP 2025 Here is the list of players: Jim Beaver Mike Kazmierczak Joe Metzger Ken Degel David Martin Dean Wormell Neil Larion Mary Lou Schwarzer Eric Harvey (2024 Winner) FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter
A.M. Edition for Dec. 2. OpenAI declares “code red” in a memo to employees, as its lead in the AI race narrows. WSJ's Berber Jin explains what has OpenAI CEO Sam Altman rattled and what this all means for investors. Plus, Democrats hope a tight special election in Tennessee today can flip a consistently Republican district in their favor. And, what will Disney look like without Bob Iger? WSJ entertainment reporter Ben Fritz has got the inside scoop on the top contenders jockeying to succeed him. Caitlin McCabe hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: Apple revamps its AI team. And Samsung unveils its Galaxy Z TriFold smartphone. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Sam Altman declares a “Code Red” for OpenAI. All hands on deck. Molly, you in danger, girl, to quote Oda Mae Brown from the movie Ghost. Long term, is Apple in trouble cause of Google's ascendency in AI? Samsung announces but does not launch a tri-fold phone. And Ben Thompson weighs in on the obsession of the day. OpenAI CEO Declares ‘Code Red' to Combat Threats to ChatGPT, Delays Ads Effort (The Information) Apple AI Chief John Giannandrea Retiring After Siri Delays (MacRumors) Samsung's Z TriFold is official and it looks like a tablet with a phone attached (The Verge) Google, Nvidia, and OpenAI (Stratechery) Learn more about your ad choices. Visit megaphone.fm/adchoices
The AI Breakdown: Daily Artificial Intelligence News and Discussions
OpenAI has entered an all-out Code Red as Sam Altman orders the company to redirect resources toward sharper reasoning, faster performance, and a more capable ChatGPT after weeks of narrative momentum tilting toward Google and Anthropic. The move signals a dramatic strategic pivot at a moment when competitive pressure is reshaping expectations for frontier models and assistant dominance. In today's headlines: Apple pushes out its longtime AI chief, new video and image models drop from Runway, DeepSeek, and Kling, and OpenAI takes an ownership stake in Thrive Holdings.Brought to you by:KPMG – Discover how AI is transforming possibility into reality. Tune into the new KPMG 'You Can with AI' podcast and unlock insights that will inform smarter decisions inside your enterprise. Listen now and start shaping your future with every episode. https://www.kpmg.us/AIpodcastsRovo - Unleash the potential of your team with AI-powered Search, Chat and Agents - https://rovo.com/AssemblyAI - The best way to build Voice AI apps - https://www.assemblyai.com/briefLandfallIP - AI to Navigate the Patent Process - https://landfallip.com/Blitzy.com - Go to https://blitzy.com/ to build enterprise software in days, not months Robots & 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/1680633614Interested in sponsoring the show? sponsors@aidailybrief.ai
Michael and Susan Dell have gifted $6.5 billion to 25 million investment accounts for American children, adding momentum to the Invest America Act. Tech investor Brad Gerstner has long been a proponent of this initiative, and he explains how and why it will work for Americans and the American capitalist system. Then, chairman of Heaven Hill Max Shapira discusses how the largest family-owned and operated distillery in the U.S. has weathered 90 years of changes in consumer tastes and liquor regulation. Plus, OpenAI's Sam Altman has declared a “code red” in the face of ChatGPT competition, Costco is suing the Trump administration over tariffs, and crypto has suffered a massive plunge. Eamon Javers - 10:37Brad Gerstner - 15:40Max Shapira - 40:17 In this episode:Eamon Javers, @eamonjaversBrad Gerstner, @altcapJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
December 2, 2025: Today's episode breaks down several major developments shaping the future of work: new research showing CHROs under intense pressure, employees quietly using AI to automate half their workload, Satya Nadella calling empathy a workplace superpower, Accenture rebranding 800,000 employees as "reinventors," OpenAI declaring a "code red" as Gemini gains ground, and a surprising case of an employee using AI to fake an injury that HR approved instantly. I break down what each of these signals means for leaders, HR teams, and anyone building a future-ready organization.