Podcasts about gpus

CBS EYE ON THE WORLD WITH JOHN BATCHELOR 1900 KYIV THE SHOW BEGINS IN THE DOUBTS THAT CONGRESS IS CAPABLE OF CUTTING SPENDING..... 10-8-25 FIRST HOUR 9-915 HEADLINE: Arab Intellectuals Fail Palestinians by Prioritizing Populism and Victimhood Narrative in Gaza ConflictGUEST NAME: Hussain Abdul-Hussain SUMMARY: John Batchelor speaks with Hussain Abdul-Hussain about Hamas utilizing the power of victimhood to justify atrocities and vilify opponents. Arab and Muslim intellectuals have failed Palestinians by prioritizing populism over introspection and self-critique. Regional actors like Egypt prioritize populist narratives over national interests, exemplified by refusing to open the Sinai border despite humanitarian suffering. The key recommendation is challenging the narrative and fostering a reliable, mature Palestinian government. 915-930 HEADLINE: Arab Intellectuals Fail Palestinians by Prioritizing Populism and Victimhood Narrative in Gaza ConflictGUEST NAME: Hussain Abdul-Hussain SUMMARY: John Batchelor speaks with Hussain Abdul-Hussain about Hamas utilizing the power of victimhood to justify atrocities and vilify opponents. Arab and Muslim intellectuals have failed Palestinians by prioritizing populism over introspection and self-critique. Regional actors like Egypt prioritize populist narratives over national interests, exemplified by refusing to open the Sinai border despite humanitarian suffering. The key recommendation is challenging the narrative and fostering a reliable, mature Palestinian government. 930-945 HEADLINE: Russian Oil and Gas Revenue Squeezed as Prices Drop, Turkey Shifts to US LNG, and China Delays Pipeline GUEST NAME: Michael Bernstam SUMMARY: John Batchelor speaks with Michael Bernstam about Russia facing severe budget pressure due to declining oil prices projected to reach $40 per barrel for Russian oil and global oil surplus. Turkey, a major buyer, is abandoning Russian natural gas after signing a 20-year LNG contract with the US. Russia refuses Indian rupee payments, demanding Chinese renminbi, which India lacks. China has stalled the major Power of Siberia 2 gas pipeline project indefinitely. Russia utilizes stablecoin and Bitcoin via Central Asian banks to circumvent payment sanctions. 945-1000 HEADLINE: UN Snapback Sanctions Imposed on Iran; Debate Over Nuclear Dismantlement and Enrichment GUEST NAME: Andrea Stricker SUMMARY: John Batchelor speaks with Andrea Stricker about the US and Europe securing the snapback of UN sanctions against Iran after 2015 JCPOA restrictions expired. Iran's non-compliance with inspection demands triggered these severe sanctions. The discussion covers the need for full dismantlement of Iran's nuclear program, including both enrichment and weaponization capabilities, to avoid future conflict. Concerns persist about Iran potentially retaining enrichment capabilities through low-level enrichment proposals and its continued non-cooperation with IAEA inspections. SECOND HOUR 10-1015 HEADLINE: Commodities Rise and UK Flag Controversy: French Weather, Market Trends, and British Politics GUEST NAME: Simon Constable SUMMARY: John Batchelor speaks with Simon Constable about key commodities like copper up 16% and steel up 15% signaling strong economic demand. Coffee prices remain very high at 52% increase. The conversation addresses French political turmoil, though non-citizens cannot vote. In the UK, the St. George's flag has become highly controversial, viewed by some as associated with racism, unlike the Union Jack. This flag controversy reflects a desire among segments like the white working class to assert English identity. 1015-1030 HEADLINE: Commodities Rise and UK Flag Controversy: French Weather, Market Trends, and British Politics GUEST NAME: Simon Constable SUMMARY: John Batchelor speaks with Simon Constable about key commodities like copper up 16% and steel up 15% signaling strong economic demand. Coffee prices remain very high at 52% increase. The conversation addresses French political turmoil, though non-citizens cannot vote. In the UK, the St. George's flag has become highly controversial, viewed by some as associated with racism, unlike the Union Jack. This flag controversy reflects a desire among segments like the white working class to assert English identity. 1030-1045 HEADLINE: China's Economic Contradictions: Deflation and Consumer Wariness Undermine GDP Growth ClaimsGUEST NAME: Fraser Howie SUMMARY: John Batchelor speaks with Fraser Howie about China facing severe economic contradictions despite high World Bank forecasts. Deflation remains rampant with frequently negative CPI and PPI figures. Consumer wariness and high youth unemployment at one in seven persist throughout the economy. The GDP growth figure is viewed as untrustworthy, manufactured through debt in a command economy. Decreased container ship arrivals point to limited actual growth, exacerbated by higher US tariffs. Economic reforms appear unlikely as centralization under Xi Jinping continues. 1045-1100 HEADLINE: Takaichi Sanae Elected LDP Head, Faces Coalition Challenge to Become Japan's First Female Prime Minister GUEST NAME: Lance Gatling SUMMARY: John Batchelor speaks with Lance Gatling about Takaichi Sanae being elected head of Japan's LDP, positioning her to potentially become the first female Prime Minister. A conservative figure, she supports visits to the controversial Yasukuni Shrine. Her immediate challenge is forming a majority coalition, as the junior partner Komeito disagrees with her conservative positions and social policies. President Trump praised her election, signaling potential for strong bilateral relations. THIRD HOUR 1100-1115 VHEADLINE: DeepSeek AI: Chinese LLM Performance and Security Flaws Revealed Amid Semiconductor Export Circumvention GUEST NAME: Jack Burnham SUMMARY: John Batchelor speaks with Jack Burnham about competition in Large Language Models between the US and China's DeepSeek. A NIST study found US models superior in software engineering, though DeepSeek showed parity in scientific questions. Critically, DeepSeek models exhibited significant security flaws. China attempts to circumvent US export controls on GPUs by smuggling and using cloud computing centers in Southeast Asia. Additionally, China aims to dominate global telecommunications through control of supply chains and legal mechanisms granting the CCP access to firm data.E V 1115-1130 HEADLINE: DeepSeek AI: Chinese LLM Performance and Security Flaws Revealed Amid Semiconductor Export Circumvention GUEST NAME: Jack Burnham SUMMARY: John Batchelor speaks with Jack Burnham about competition in Large Language Models between the US and China's DeepSeek. A NIST study found US models superior in software engineering, though DeepSeek showed parity in scientific questions. Critically, DeepSeek models exhibited significant security flaws. China attempts to circumvent US export controls on GPUs by smuggling and using cloud computing centers in Southeast Asia. Additionally, China aims to dominate global telecommunications through control of supply chains and legal mechanisms granting the CCP access to firm data. 1130-1145 HEADLINE: Taiwanese Influencer Charged for Threatening President; Mainland Chinese Influence Tactics ExposedGUEST NAME: Mark Simon SUMMARY: John Batchelor speaks with Mark Simon about internet personality Holger Chen under investigation in Taiwan for calling for President William Lai's decapitation. This highlights mainland Chinese influence operations utilizing influencers who push themes of military threat and Chinese greatness. Chen is suspected of having a mainland-affiliated paymaster due to lack of local commercial support. Taiwan's population primarily identifies as Taiwanese and is unnerved by constant military threats. A key propaganda goal is convincing Taiwan that the US will not intervene. 1145-1200 HEADLINE: Sentinel ICBM Modernization is Critical and Cost-Effective Deterrent Against Great Power CompetitionGUEST NAME: Peter Huessy SUMMARY: John Batchelor speaks with Peter Huessy about the Sentinel program replacing aging 55-year-old Minuteman ICBMs, aiming for lower operating costs and improved capabilities. Cost overruns stem from necessary infrastructure upgrades, including replacing thousands of miles of digital command and control cabling and building new silos. Maintaining the ICBM deterrent is financially and strategically crucial, saving hundreds of billions compared to relying solely on submarines. The need for modernization reflects the end of the post-Cold War "holiday from history," requiring rebuilding against threats from China and Russia. FOURTH HOUR 12-1215 HEADLINE: Supreme Court Battles Over Presidential Impoundment Authority and the Separation of Powers GUEST NAME: Josh Blackman SUMMARY: John Batchelor speaks with Josh Blackman about Supreme Court eras focusing on the separation of powers. Currently, the court is addressing presidential impoundment—the executive's authority to withhold appropriated funds. Earlier rulings, particularly 1975's Train v. City of New York, constrained this power. The Roberts Court appears sympathetic to reclaiming presidential authority lost during the Nixon era. The outcome of this ongoing litigation will determine the proper balance between executive and legislative branches. 1215-1230 HEADLINE: Supreme Court Battles Over Presidential Impoundment Authority and the Separation of Powers GUEST NAME: Josh Blackman SUMMARY: John Batchelor speaks with Josh Blackman about Supreme Court eras focusing on the separation of powers. Currently, the court is addressing presidential impoundment—the executive's authority to withhold appropriated funds. Earlier rulings, particularly 1975's Train v. City of New York, constrained this power. The Roberts Court appears sympathetic to reclaiming presidential authority lost during the Nixon era. The outcome of this ongoing litigation will determine the proper balance between executive and legislative branches. 1230-1245 HEADLINE: Space Force Awards Contracts to SpaceX and ULA; Juno Mission Ending, Launch Competition Heats UpGUEST NAME: Bob Zimmerman SUMMARY: John Batchelor speaks with Bob Zimmerman about Space Force awarding over $1 billion in launch contracts to SpaceX for five launches and ULA for two launches, highlighting growing demand for launch services. ULA's non-reusable rockets contrast with SpaceX's cheaper, reusable approach, while Blue Origin continues to lag behind. Other developments include Firefly entering defense contracting through its Scitec acquisition, Rocket Lab securing additional commercial launches, and the likely end of the long-running Juno Jupiter mission due to budget constraints. 1245-100 AM HEADLINE: Space Force Awards Contracts to SpaceX and ULA; Juno Mission Ending, Launch Competition Heats UpGUEST NAME: Bob Zimmerman SUMMARY: John Batchelor speaks with Bob Zimmerman about Space Force awarding over $1 billion in launch contracts to SpaceX for five launches and ULA for two launches, highlighting growing demand for launch services. ULA's non-reusable rockets contrast with SpaceX's cheaper, reusable approach, while Blue Origin continues to lag behind. Other developments include Firefly entering defense contracting through its Scitec acquisition, Rocket Lab securing additional commercial launches, and the likely end of the long-running Juno Jupiter mission due to budget constraints.

VHEADLINE: DeepSeek AI: Chinese LLM Performance and Security Flaws Revealed Amid Semiconductor Export Circumvention GUEST NAME: Jack Burnham SUMMARY: John Batchelor speaks with Jack Burnham about competition in Large Language Models between the US and China's DeepSeek. A NIST study found US models superior in software engineering, though DeepSeek showed parity in scientific questions. Critically, DeepSeek models exhibited significant security flaws. China attempts to circumvent US export controls on GPUs by smuggling and using cloud computing centers in Southeast Asia. Additionally, China aims to dominate global telecommunications through control of supply chains and legal mechanisms granting the CCP access to firm data.E 1959

VHEADLINE: DeepSeek AI: Chinese LLM Performance and Security Flaws Revealed Amid Semiconductor Export Circumvention GUEST NAME: Jack Burnham SUMMARY: John Batchelor speaks with Jack Burnham about competition in Large Language Models between the US and China's DeepSeek. A NIST study found US models superior in software engineering, though DeepSeek showed parity in scientific questions. Critically, DeepSeek models exhibited significant security flaws. China attempts to circumvent US export controls on GPUs by smuggling and using cloud computing centers in Southeast Asia. Additionally, China aims to dominate global telecommunications through control of supply chains and legal mechanisms granting the CCP access to firm data. 1942

JPMorgan analysts weigh in on price targets for IREN, CLSK, MARA, RIOT, and CIFR in a recent research note. Click Here To Join the BitAxe Giveaway! Welcome back to The Mining Pod! Today, Will and Colin dive into JPMorgan's latest research report on Bitcoin mining stocks pivoting to AI and HPC. We analyze JPMorgan's IREN price target, break down the economics of co-location vs cloud services, and examine potential upside for Cipher, Riot, Clean Spark, and MARA. **Notes:** • IREN target • Sweetwater needs 1GW+ deal to justify valuation • Co-location: $3.7-8.6M/MW vs cloud: $5.3M/MW • IREN expanding to 23,000 GPUs by Q1 2026 • Cipher EV/revenue at 31.9x vs IREN at 12.9x • Core Scientific sets co-location benchmark Timestamps: 00:00 Start 02:43 Mining stocks ripping 06:26 Core Scientific benchmark for AI pivot 15:34 Cleanspark Ad 16:05 IREN 27:06 Valuation models

Welcome to another episode of Data Driven, where we dive deep into how data and AI are shaping—sometimes shaking—the modern world. In this episode, hosts Frank La Vigne, Andy Leonard, and Carmen Li sit down with Carmen Lee, the trailblazing CEO of Silicon Data and a former Bloomberg data aficionado.Carmen's on a mission to bring clarity to the wild west of GPU compute markets, and she shares with us how she's turning raw compute into a true tradable commodity—think futures markets for GPUs, the “Bloomberg terminal” for AI infrastructure, and perhaps even a Carfax for your next used GPU cluster.Together, they explore everything from why AI startups struggle with fluctuating margins, to the crucial role TSMC plays in the world economy, all the way to the data transparency that might be the missing piece in AI's explosive growth. Whether you're curious about benchmarking GPUs, tokenomics, managing infrastructure costs, or just want a glimpse into the future of data markets, this one's for you.Stay tuned for a fascinating conversation on normalizing chaos, hedging tech costs, geeking out over hardware, and even a few laughs about used GPU “car lots” in Virginia. Let's get data driven!LinksSilicon Data -https://www.silicondata.com/Dancing with Qubits -https://amzn.to/4mIOG8UThe Nvidia Way -https://amzn.to/3VH9aUvTime Stamps00:00 "AI Commodities and GPU Markets"06:56 Ecosystem Transparency Benefits All10:55 AI SaaS Cost Optimization Challenges13:41 Token Economics in Cloud AI15:27 Optimizing GPU and Token Commitment18:41 Token-Based Product Innovation25:00 "Verifying UIDs and Connectivity"28:43 Measuring GPU Performance30:41 Supply Chain Impact on GPU Industry35:43 "TNC's Unchallenged Leadership in Supply Chain"36:31 Silicon Ecosystem Collaboration39:38 Nvidia's Strategic TSMC Capacity Purchase42:51 Bloomberg's Media and Finance Expansion46:53 "Quantum Reading Challenges"50:13 "Data Driven Podcast Wrap-Up"

I had the chance to speak with Sam Newnam, Senior Director of AI Solutions at Hammerspace on The Ravit Show, about the challenges and opportunities enterprises face as they scale AI infrastructure.We began with the name itself, Hammerspace. A concept borrowed from comic books, now representing a very real approach to how data can be accessed, unified, and delivered without limits.From there, we explored the pressures shaping enterprise AI today. The rise of AI agents and enterprise-scale deployments is creating new challenges around data gravity and data friction. Sam shared why this is no longer just about storage, but about what he calls “GPU gravity”, moving data efficiently to where the models and GPUs actually are.Hammerspace's view is clear: enterprises do not need to forklift data into proprietary silos or rewrite workflows just to enable AI. Instead, an open, Linux-native, standards-based approach allows data to remain where it lives, whether on-prem or across clouds, while streaming on demand to the infrastructure that needs it.We closed with a look ahead. As AI workloads continue to grow, the ability to unify data seamlessly and avoid lock-in will become a critical competitive differentiator.Conversations like this highlight a big shift: AI success is not just about the model. It is about how well enterprises prepare their data infrastructure to keep pace with it.#data #ai #hammerspace #infra #storage #agents #gpu #theravitshow

Between the bold predictions, VC economics, and rising usage-patterns are stories of limited ROIs, undefined use-cases and associated job losses. AI is in an awkward phase of maturity and it's not clear how it will evolve into the next phase. SHOW: 962SHOW TRANSCRIPT: The Cloudcast #962 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast[Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.SHOW NOTES:THE SPECTRUM OF AIThe early years of the Internet, we tried to replicate physical-based activitiesThe early years of the Internet, the whole industry/world-economy wasn't depending on “the next thing”The early years of AI, “the leaders” are talking about curing cancer and double human longevityCloud had “lift and shift”; AI has “get everyone a GenAI license”Where is the middle? Where is the rational discussion?Massive FundingMassive # of Consumer UsersFrom Ed to Sam, from Dario to Satya, from Jensen to Larry …. Big spectrums of opinionsUnprofitable (except NVIDIA, Broadcom)Near monopoly of GPUs by NVIDIAEvery couple months, the landscape seems to shift (OpenAI partners, Leading models, Questionable Enterprise ROI - lots of “we gave everyone GenAI, but we don't know how to measure it”Companies are laying off workers, or avoiding hiring because of promises of AIUnknown “killer” use-cases beyond chatbots, therapy, developer-assistants, writing, document handlingToday's mantra is “Rub some AI Agents on it”FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

Nvidia isn't just selling chips. It's investing billions into the very companies that turn around and buy its GPUs. From CoreWeave to OpenAI, Nvidia's strategy has some calling it “circular financing,” where money goes out only to come right back in. But is this brilliance, or the setup for a massive data center collapse? In this deep dive, we break down Nvidia's web of influence, the risks of circular financing, and whether the AI boom is heading toward bubble territory.

My fellow pro-growth/progress/abundance Up Wingers,Artificial intelligence may prove to be one of the most transformative technologies in history, but like any tool, its immense power for good comes with a unique array of risks, both large and small.Today on Faster, Please! — The Podcast, I chat with Miles Brundage about extracting the most out of AI's potential while mitigating harms. We discuss the evolving expectations for AI development and how to reconcile with the technology's most daunting challenges.Brundage is an AI policy researcher. He is a non-resident fellow at the Institute for Progress, and formerly held a number of senior roles at OpenAI. He is also the author of his own Substack.In This Episode* Setting expectations (1:18)* Maximizing the benefits (7:21)* Recognizing the risks (13:23)* Pacing true progress (19:04)* Considering national security (21:39)* Grounds for optimism and pessimism (27:15)Below is a lightly edited transcript of our conversation. Setting expectations (1:18)It seems to me like there are multiple vibe shifts happening at different cadences and in different directions.Pethokoukis: Earlier this year I was moderating a discussion between an economist here at AEI and a CEO of a leading AI company, and when I asked each of them how AI might impact our lives, our economists said, ‘Well, I could imagine, for instance, a doctor's productivity increasing because AI could accurately and deeply translate and transcribe an appointment with a patient in a way that's far better than what's currently available.” So that was his scenario. And then I asked the same question of the AI company CEO, who said, by contrast, “Well, I think within a decade, all human death will be optional thanks to AI-driven medical advances.” On that rather broad spectrum — more efficient doctor appointments and immortality — how do you see the potential of this technology?Brundage: It's a good question. I don't think those are necessarily mutually exclusive. I think, in general, AI can both augment productivity and substitute for human labor, and the ratio of those things is kind of hard to predict and might be very policy dependent and social-norm dependent. What I will say is that, in general, it seems to me like the pace of progress is very fast and so both augmentation and substitutions seem to be picking up steam.It's kind of interesting watching the debate between AI researchers and economists, and I have a colleague who has said that the AI researchers sometimes underestimate the practical challenges in deployment at scale. Conversely, the economists sometimes underestimate just how quickly the technology is advancing. I think there's maybe some happy middle to be found, or perhaps one of the more extreme perspectives is true. But personally, I am not an economist, I can't really speak to all of the details of substitution, and augmentation, and all the policy variables here, but what I will say is that at least the technical potential for very significant amounts of augmentation of human labor, as well as substitution for human labor, seem pretty likely on even well less than 10 years — but certainly within 10 years things will change a lot.It seems to me that the vibe has shifted a bit. When I talk to people from the Bay Area and I give them the Washington or Wall Street economist view, to them I sound unbelievably gloomy and cautious. But it seems the vibe has shifted, at least recently, to where a lot of people think that major advancements like superintelligence are further out than they previously thought — like we should be viewing AI as an important technology, but more like what we've seen before with the Internet and the PC.It's hard for me to comment. It seems to me like there are multiple vibe shifts happening at different cadences and in different directions. It seems like several years ago there was more of a consensus that what people today would call AGI was decades away or more, and it does seem like that kind of timeframe has shifted closer to the present. There there's still debate between the “next few years” crowd versus the “more like 10 years” crowd. But that is a much narrower range than we saw several years ago when there was a wider range of expert opinions. People who used to be seen as on one end of the spectrum, for example, Gary Marcus and François Chollet who were seen as kind of the skeptics of AI progress, even they now are saying, “Oh, it's like maybe 10 years or so, maybe five years for very high levels of capability.” So I think there's been some compression in that respect. That's one thing that's going on.There's also a way in which people are starting to think less abstractly and more concretely about the applications of AI and seeing it less as this kind of mysterious thing that might happen suddenly and thinking of it more as incremental, more as something that requires some work to apply in various parts of the economy that there's some friction associated with.Both of these aren't inconsistent, they're just kind of different vibe shifts that are happening. So getting back to the question of is this just a normal technology, I would say that, at the very least, it does seem faster in some respects than some other technological changes that we've seen. So I think ChatGPT's adoption going from zero to double-digit percentages of use across many professions in the US and in a matter of high number of months, low number of years, is quite stark.Would you be surprised if, five years from now, we viewed AI as something much more important than just another incremental technological advance, something far more transformative than technologies that have come before?No, I wouldn't be surprised by that at all. If I understand your question correctly, my baseline expectation is that it will be seen as one of the most important technologies ever. I'm not sure that there's a standard consensus on how to rate the internet versus electricity, et cetera, but it does seem to me like it's of the same caliber of electricity in the sense of essentially converting one kind of energy into various kinds of useful economic work. Similarly, AI is converting various types of electricity into cognitive work, and I think that's a huge deal.Maximizing the benefits (7:21)There's also a lot of value being left on the table in terms of finding new ways to exploit the upsides and accelerate particularly beneficial applications.However you want to define society or the aspect of society that you focus on — government businesses, individuals — are we collectively doing what we need to do to fully exploit the upsides of this technology over the next half-decade to decade, as well as minimizing potential downsides?I think we are not, and this is something that I sometimes find frustrating about the way that the debate plays out is that there's sometimes this zero-sum mentality of doomers versus boomers — a term that Karen Hao uses — and this idea that there's this inherent tension between mitigating the risks and maximizing the benefits, and there are some tensions, but I don't think that we are on the Pareto frontier, so to speak, of those issues.Right now, I think there's a lot of value being left on the table in terms of fairly low-cost risk mitigations. There's also a lot of value being left on the table in terms of finding new ways to exploit the upsides and accelerate particularly beneficial applications. I'll give just one example, because I write a lot about the risk, but I also am very interested in maximizing the upside. So I'll just give one example: Protecting critical infrastructure and improving the cybersecurity of various parts of critical infrastructure in the US. Hospitals, for example, get attacked with ransomware all the time, and this causes real harm to patients because machines get bricked, essentially, and they have one or two people on the IT team, and they're kind of overwhelmed by these, not even always that sophisticated, but perhaps more-sophisticated hackers. That's a huge problem. It matters for national security in addition to patients' lives, and it matters for national security in the sense that this is something that China and Russia and others could hold at risk in the context of a war. They could threaten this critical infrastructure as part of a bargaining strategy.And I don't think that there's that much interest in helping hospitals have a better automated cybersecurity engineer helper among the Big Tech companies — because there aren't that many hospital administrators. . . I'm not sure if it would meet the technical definition of market failure, but it's at least a national security failure in that it's a kind of fragmented market. There's a water plant here, a hospital administrator there.I recently put out a report with the Institute for Progress arguing that philanthropists and government could put some additional gasoline in the tank of cybersecurity by incentivizing innovation that specifically helps these under-resourced defenders more so than the usual customers of cybersecurity companies like Fortune 500 companies.I'm confident that companies and entrepreneurs will figure out how to extract value from AI and create new products and new services, barring any regulatory slowdowns. But since you mentioned low-hanging fruit, what are some examples of that?I would say that transparency is one of the areas where a lot of AI policy experts seem to be in pretty strong agreement. Obviously there is still some debate and disagreement about the details of what should be required, but just to give you some illustration, it is typical for the leading AI companies, sometimes called frontier AI companies, to put out some kind of documentation about the safety steps that they've taken. It's typical for them to say, here's our safety strategy and here's some evidence that we're following this strategy. This includes things like assessing whether their systems can be used for cyber-attacks, and assessing whether they could be used to create biological weapons, or assessing the extent to which they make up facts and make mistakes, but state them very confidently in a way that could pose risks to users of the technology.That tends to be totally voluntary, and there started to be some momentum as a result of various voluntary commitments that were made in recent years, but as the technology gets more high-stakes, and there's more cutthroat competition, and there's maybe more lawsuits where companies might be tempted to retreat a bit in terms of the information that they share, I think that things could kind of backslide, and at the very least not advance as far as I would like from the perspective of making sure that there's sharing of lessons learned from one company to another, as well as making sure that investors and users of the technology can make informed decisions about, okay, do I purchase the services of OpenAI, or Google, or Anthropic, and making these informed decisions, making informed capital investment seems to require transparency to some degree.This is something that is actively being debated in a few contexts. For example, in California there's a bill that has that and a few other things called SB-53. But in general, we're at a bit of a fork in the road in terms of both how certain regulations will be implemented such as in the EU. Is it going to become actually an adaptive, nimble approach to risk mitigation or is it going to become a compliance checklist that just kind of makes big four accounting firms richer? So there are questions then there are just “does the law pass or not?” kind of questions here.Recognizing the risks (13:23). . . I'm sure there'll be some things that we look back on and say it's not ideal, but in my opinion, it's better to do something that is as informed as we can do, because it does seem like there are these kind of market failures and incentive problems that are going to arise if we do nothing . . .In my probably overly simplistic way of looking at it, I think of two buckets and you have issues like, are these things biased? Are they giving misinformation? Are they interacting with young people in a way that's bad for their mental health? And I feel like we have a lot of rules and we have a huge legal system for liability that can probably handle those.Then, in the other bucket, are what may, for the moment, be science-fictional kinds of existential risks, whether it's machines taking over or just being able to give humans the ability to do very bad things in a way we couldn't before. Within that second bucket, I think, it sort of needs to be flexible. Right now, I'm pretty happy with voluntary standards, and market discipline, and maybe the government creating some benchmarks, but I can imagine the technology advancing to where the voluntary aspect seems less viable and there might need to be actual mandates about transparency, or testing, or red teaming, or whatever you want to call it.I think that's a reasonable distinction, in the sense that there are risks at different scales, there are some that are kind of these large-scale catastrophic risks and might have lower likelihood but higher magnitude of impact. And then there are things that are, I would say, literally happening millions of times a day like ChatGPT making up citations to articles that don't exist, or Claud saying that it fixed your code but actually it didn't fix the code and the user's too lazy to notice, and so forth.So there are these different kinds of risks. I personally don't make a super strong distinction between them in terms of different time horizons, precisely because I think things are going so quickly. I think science fiction is becoming science fact very much sooner than many people expected. But in any case, I think that similar logic around, let's make sure that there's transparency even if we don't know exactly what the right risk thresholds are, and we want to allow a fair degree of flexibility and what measures companies take.It seems good that they share what they're doing and, in my opinion, ideally go another step further and allow third parties to audit their practices and make sure that if they say, “Well, we did a rigorous test for hallucination or something like that,” that that's actually true. And so that's what I would like to see for both what you might call the mundane and the more science fiction risks. But again, I think it's kind of hard to say how things will play out, and different people have different perspectives on these things. I happen to be on the more aggressive end of the spectrumI am worried about the spread of the apocalyptic, high-risk AI narrative that we heard so much about when ChatGPT first rolled out. That seems to have quieted, but I worry about it ramping up again and stifling innovation in an attempt to reduce risk.These are very fair concerns, and I will say that there are lots of bills and laws out there that have, in fact, slowed down innovation and certain contexts. The EU, I think, has gone too far in some areas around social media platforms. I do think at least some of the state bills that have been floated would lead to a lot of red tape and burdens to small businesses. I personally think this is avoidable.There are going to be mistakes. I don't want to be misleading about how high quality policymakers' understanding of some of these issues are. There will be mistakes, even in cases where, for example, in California there was a kind of blue ribbon commission of AI experts producing a report over several months, and then that directly informing legislation, and a lot of industry back and forth and negotiation over the details. I would say that's probably the high water mark, SB-53, of fairly stakeholder/expert-informed legislation. Even there, I'm sure there'll be some things that we look back on and say it's not ideal, but in my opinion, it's better to do something that is as informed as we can do, because it does seem like there are these kind of market failures and incentive problems that are going to arise if we do nothing, such as companies retrenching and holding back information that makes it hard for the field as a whole to tackle these issues.I'll just make one more point, which is adapting to the compliance capability of different companies: How rich are they? How expensive are the models they're training, I think is a key factor in the legislation that I tend to be more sympathetic to. So just to make a contrast, there's a bill in Colorado that was kind of one size fits all, regulate all the kind of algorithms, and that, I think, is very burdensome to small businesses. I think something like SB-53 where it says, okay, if you can afford to train an AI system for a $100 million, you can probably afford to put out a dozen pages about your safety and security practices.Pacing true progress (19:04). . . some people . . . kind of wanted to say, “Well, things are slowing down.” But in my opinion, if you look at more objective measures of progress . . . there's quite rapid progress happening still.Hopefully Grok did not create this tweet of yours, but if it did, well, there we go. You won't have to answer it, but I just want to understand what you meant by it: “A lot of AI safety people really, really want to find evidence that we have a lot of time for AGI.” What does that mean?What I was trying to get at is that — and I guess this is not necessarily just AI safety people, but I sometimes kind of try to poke at people in my social network who I'm often on the same side of, but also try to be a friendly critic to, and that includes people who are working on AI safety. I think there's a common tendency to kind of grasp at what I would consider straws when reading papers and interpreting product launches in a way that kind of suggests, well, we've hit a wall, AI is slowing down, this was a flop, who cares?I'm doing my kind of maybe uncharitable psychoanalysis. What I was getting at is that I think one reason why some people might be tempted to do that is that it makes things seem easier and less scary: “Well, we don't have to worry about really powerful AI enabled cyber-attacks for another five years, or biological weapons for another two years, or whatever.” Maybe, maybe not.I think the specific example that sparked that was GPT-5 where there were a lot of people who, in my opinion, were reading the tea leaves in a particular way and missing important parts of the context. For example, at GPT-5 wasn't a much larger or more expensive-to-train model than GPT-4, which may be surprising by the name. And I think OpenAI did kind of screw up the naming and gave people the wrong impression, but from my perspective, there was nothing particularly surprising, but to some people it was kind of a flop that they kind of wanted to say, “Well, things are slowing down.” But in my opinion, if you look at more objective measures of progress like scores on math, and coding, and the reduction in the rate of hallucinations, and solving chemistry and biology problems, and designing new chips, and so forth, there's quite rapid progress happening still.Considering national security (21:39)I want to avoid a scenario like the Cuban Missile Crisis or ways in which that could have been much worse than the actual Cuban Missile Crisis happening as a result of AI and AGI.I'm not sure if you're familiar with some of the work being done by former Google CEO Eric Schmidt, who's been doing a lot of work on national security and AI, and his work, it doesn't use the word AGI, but it talks about AI certainly smart enough to be able to have certain capabilities which our national security establishment should be aware of, should be planning, and those capabilities, I think to most people, would seem sort of science fictional: being able to launch incredibly sophisticated cyber-attacks, or be able to improve itself, or be able to create some other sort of capabilities. And from that, I'm like, whether or not you think that's possible, to me, the odds of that being possible are not zero, and if they're not zero, some bit of the bandwidth of the Pentagon should be thinking about that. I mean, is that sensible?Yeah, it's totally sensible. I'm not going to argue with you there. In fact, I've done some collaboration with the Rand Corporation, which has a pretty heavy investment in what they call the geopolitics of AGI and kind of studying what are the scenarios, including AI and AGI being used to produce “wonder weapons” and super-weapons of some kind.Basically, I think this is super important and in fact, I have a paper coming out that was in collaboration with some folks there pretty soon. I won't spoil all the details, but if you search “Miles Brundage US China,” you'll see some things that I've discussed there. And basically my perspective is we need to strike a balance between competing vigorously on the commercial side with countries like China and Russia on AI — more so China, Russia is less of a threat on the commercial side, at least — and also making sure that we're fielding national security applications of AI in a responsible way, but also recognizing that there are these ways in which things could spiral out of control in a scenario with totally unbridled competition. I want to avoid a scenario like the Cuban Missile Crisis or ways in which that could have been much worse than the actual Cuban Missile Crisis happening as a result of AI and AGI.If you think that, again, the odds are not zero that a technology which is fast-evolving, that we have no previous experience with because it's fast-evolving, could create the kinds of doomsday scenarios that there's new books out about, people are talking about. And so if you think, okay, not a zero percent chance that could happen, but it is kind of a zero percent chance that we're going to stop AI, smash the GPUs, as someone who cares about policy, are you just hoping for the best, or are the kinds of things we've already talked about — transparency, testing, maybe that testing becoming mandatory at some point — is that enough?It's hard to say what's enough, and I agree that . . . I don't know if I give it zero, maybe if there's some major pandemic caused by AI and then Xi Jinping and Trump get together and say, okay, this is getting out of control, maybe things could change. But yeah, it does seem like continued investment and a large-scale deployment of AI is the most likely scenario.Generally, the way that I see this playing out is that there are kind of three pillars of a solution. There's kind of some degree of safety and security standards. Maybe we won't agree on everything, but we should at least be able to agree that you don't want to lose control of your AI system, you don't want it to get stolen, you don't want a $10 billion AI system to be stolen by a $10 million-scale hacking effort. So I think there are sensible standards you can come up with around safety and security. I think you can have evidence produced or required that companies are following these things. That includes transparency.It also includes, I would say, third-party auditing where there's kind of third parties checking the claims and making sure that these standards are being followed, and then you need some incentives to actually participate in this regime and follow it. And I think the incentives part is tricky, particularly at an international scale. What incentive does China have to play ball other than obviously they don't want to have their AI kill them or overthrow their government or whatever? So where exactly are the interests aligned or not? Is there some kind of system of export control policies or sanctions or something that would drive compliance or is there some other approach? I think that's the tricky part, but to me, those are kind of the rough outlines of a solution. Maybe that's enough, but I think right now it's not even really clear what the rough rules of the road are, who's playing by the rules, and we're relying a lot on goodwill and voluntary reporting. I think we could do better, but is that enough? That's harder to say.Grounds for optimism and pessimism (27:15). . . it seems to me like there is at least some room for learning from experience . . . So in that sense, I'm more optimistic. . . I would say, in another respect, I'm maybe more pessimistic in that I am seeing value being left on the table.Did your experience at OpenAI make you more or make you more optimistic or worried that, when we look back 10 years from now, that AI will have, overall on net, made the world a better place?I am sorry to not give you a simpler answer here, and maybe think I should sit on this one and come up with a kind of clearer, more optimistic or more pessimistic answer, but I'll give you kind of two updates in different directions, and I think they're not totally inconsistent.I would say that I have gotten more optimistic about the solvability of the problem in the following sense. I think that things were very fuzzy five, 10 years ago, and when I joined OpenAI almost seven years now ago now, there was a lot of concern that it could kind of come about suddenly — that one day you don't have AI, the next day you have AGI, and then on the third day you have artificial superintelligence and so forth.But we don't live to see the fourth day.Exactly, and so it seems more gradual to me now, and I think that is a good thing. It also means that — and this is where I differ from some of the more extreme voices in terms of shutting it all down — it seems to me like there is at least some room for learning from experience, iterating, kind of taking the lessons from GPT-5 and translating them into GPT-6, rather than it being something that we have to get 100 percent right on the first shot and there being no room for error. So in that sense, I'm more optimistic.I would say, in another respect, I'm maybe more pessimistic in that I am seeing value being left on the table. It seems to me like, as I said, we're not on the Pareto frontier. It seems like there are pretty straightforward things that could be done for a very small fraction of, say, the US federal budget, or very small fraction of billionaires' personal philanthropy or whatever. That in my opinion, would dramatically reduce the likelihood of an AI-enabled pandemic or various other issues, and would dramatically increase the benefits of AI.It's been a bit sad to continuously see those opportunities being neglected. I hope that as AI becomes more of a salient issue to more people and people start to appreciate, okay, this is a real thing, the benefits are real, the risks are real, that there will be more of a kind of efficient policy market and people take those opportunities, but right now it seems pretty inefficient to me. That's where my pessimism comes from. It's not that it's unsolvable, it's just, okay, from a political economy and kind of public-choice perspective, are the policymakers going to make the right decisions?On sale everywhere The Conservative Futurist: How To Create the Sci-Fi World We Were PromisedMicro Reads Faster, Please! is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit fasterplease.substack.com/subscribe

This is a free preview of a paid episode. To hear more, visit sub.thursdai.newsHola AI aficionados, it's yet another ThursdAI, and yet another week FULL of AI news, spanning Open Source LLMs, Multimodal video and audio creation and more! Shiptember as they call it does seem to deliver, and it was hard even for me to follow up on all the news, not to mention we had like 3-4 breaking news during the show today! This week was yet another Qwen-mas, with Alibaba absolutely dominating across open source, but also NVIDIA promising to invest up to $100 Billion into OpenAI. So let's dive right in! As a reminder, all the show notes are posted at the end of the article for your convenience. ThursdAI - Because weeks are getting denser, but we're still here, weekly, sending you the top AI content! Don't miss outTable of Contents* Open Source AI* Qwen3-VL Announcement (Qwen3-VL-235B-A22B-Thinking):* Qwen3-Omni-30B-A3B: end-to-end SOTA omni-modal AI unifying text, image, audio, and video* DeepSeek V3.1 Terminus: a surgical bugfix that matters for agents* Evals & Benchmarks: agents, deception, and code at scale* Big Companies, Bigger Bets!* OpenAI: ChatGPT Pulse: Proactive AI news cards for your day* XAI Grok 4 fast - 2M context, 40% fewer thinking tokens, shockingly cheap* Alibaba Qwen-Max and plans for scaling* This Week's Buzz: W&B Fully Connected is coming to London and Tokyo & Another hackathon in SF* Vision & Video: Wan 2.2 Animate, Kling 2.5, and Wan 4.5 preview* Moondream-3 Preview - Interview with co-founders Via & Jay* Wan open sourced Wan 2.2 Animate (aka “Wan Animate”): motion transfer and lip sync* Kling 2.5 Turbo: cinematic motion, cheaper and with audio* Wan 4.5 preview: native multimodality, 1080p 10s, and lip-synced speech* Voice & Audio* ThursdAI - Sep 25, 2025 - TL;DR & Show notesOpen Source AIThis was a Qwen-and-friends week. I joked on stream that I should just count how many times “Alibaba” appears in our show notes. It's a lot.Qwen3-VL Announcement (Qwen3-VL-235B-A22B-Thinking): (X, HF, Blog, Demo)Qwen 3 launched earlier as a text-only family; the vision-enabled variant just arrived, and it's not timid. The “thinking” version is effectively a reasoner with eyes, built on a 235B-parameter backbone with around 22B active (their mixture-of-experts trick). What jumped out is the breadth of evaluation coverage: MMU, video understanding (Video-MME, LVBench), 2D/3D grounding, doc VQA, chart/table reasoning—pages of it. They're showing wins against models like Gemini 2.5 Pro and GPT‑5 on some of those reports, and doc VQA is flirting with “nearly solved” territory in their numbers.Two caveats. First, whenever scores get that high on imperfect benchmarks, you should expect healthy skepticism; known label issues can inflate numbers. Second, the model is big. Incredible for server-side grounding and long-form reasoning with vision (they're talking about scaling context to 1M tokens for two-hour video and long PDFs), but not something you throw on a phone.Still, if your workload smells like “reasoning + grounding + long context,” Qwen 3 VL looks like one of the strongest open-weight choices right now.Qwen3-Omni-30B-A3B: end-to-end SOTA omni-modal AI unifying text, image, audio, and video (HF, GitHub, Qwen Chat, Demo, API)Omni is their end-to-end multimodal chat model that unites text, image, and audio—and crucially, it streams audio responses in real time while thinking separately in the background. Architecturally, it's a 30B MoE with around 3B active parameters at inference, which is the secret to why it feels snappy on consumer GPUs.In practice, that means you can talk to Omni, have it see what you see, and get sub-250 ms replies in nine speaker languages while it quietly plans. It claims to understand 119 languages. When I pushed it in multilingual conversational settings it still code-switched unexpectedly (Chinese suddenly appeared mid-flow), and it occasionally suffered the classic “stuck in thought” behavior we've been seeing in agentic voice modes across labs. But the responsiveness is real, and the footprint is exciting for local speech streaming scenarios. I wouldn't replace a top-tier text reasoner with this for hard problems, yet being able to keep speech native is a real UX upgrade.Qwen Image Edit, Qwen TTS Flash, and Qwen‑GuardQwen's image stack got a handy upgrade with multi-image reference editing for more consistent edits across shots—useful for brand assets and style-tight workflows. TTS Flash (API-only for now) is their fast speech synth line, and Q‑Guard is a new safety/moderation model from the same team. It's notable because Qwen hasn't really played in the moderation-model space before; historically Meta's Llama Guard led that conversation.DeepSeek V3.1 Terminus: a surgical bugfix that matters for agents (X, HF)DeepSeek whale resurfaced to push a small 0.1 update to V3.1 that reads like a “quality and stability” release—but those matter if you're building on top. It fixes a code-switching bug (the “sudden Chinese” syndrome you'll also see in some Qwen variants), improves tool-use and browser execution, and—importantly—makes agentic flows less likely to overthink and stall. On the numbers, Humanities Last Exam jumped from 15 to 21.7, while LiveCodeBench dipped slightly. That's the story here: they traded a few raw points on coding for more stable, less dithery behavior in end-to-end tasks. If you've invested in their tool harness, this may be a net win.Liquid Nanos: small models that extract like they're big (X, HF)Liquid Foundation Models released “Liquid Nanos,” a set of open models from roughly 350M to 2.6B parameters, including “extract” variants that pull structure (JSON/XML/YAML) from messy documents. The pitch is cost-efficiency with surprisingly competitive performance on information extraction tasks versus models 10× their size. If you're doing at-scale doc ingestion on CPUs or small GPUs, these look worth a try.Tiny IBM OCR model that blew up the charts (HF)We also saw a tiny IBM model (about 250M parameters) for image-to-text document parsing trending on Hugging Face. Run in 8-bit, it squeezes into roughly 250 MB, which means Raspberry Pi and “toaster” deployments suddenly get decent OCR/transcription against scanned docs. It's the kind of tiny-but-useful release that tends to quietly power entire products.Meta's 32B Code World Model (CWM) released for agentic code reasoning (X, HF)Nisten got really excited about this one, and once he explained it, I understood why. Meta released a 32B code world model that doesn't just generate code - it understands code the way a compiler does. It's thinking about state, types, and the actual execution context of your entire codebase.This isn't just another coding model - it's a fundamentally different approach that could change how all future coding models are built. Instead of treating code as fancy text completion, it's actually modeling the program from the ground up. If this works out, expect everyone to copy this approach.Quick note, this one was released with a research license only! Evals & Benchmarks: agents, deception, and code at scaleA big theme this week was “move beyond single-turn Q&A and test how these things behave in the wild.” with a bunch of new evals released. I wanted to cover them all in a separate segment. OpenAI's GDP Eval: “economically valuable tasks” as a bar (X, Blog)OpenAI introduced GDP Eval to measure model performance against real-world, economically valuable work. The design is closer to how I think about “AGI as useful work”: 44 occupations across nine sectors, with tasks judged against what an industry professional would produce.Two details stood out. First, OpenAI's own models didn't top the chart in their published screenshot—Anthropic's Claude Opus 4.1 led with roughly a 47.6% win rate against human professionals, while GPT‑5-high clocked in around 38%. Releasing a benchmark where you're not on top earns respect. Second, the tasks are legit. One example was a manufacturing engineer flow where the output required an overall design with an exploded view of components—the kind of deliverable a human would actually make.What I like here isn't the precise percent; it's the direction. If we anchor progress to tasks an economy cares about, we move past “trivia with citations” and toward “did this thing actually help do the work?”GAIA 2 (Meta Super Intelligence Labs + Hugging Face): agents that execute (X, HF)MSL and HF refreshed GAIA, the agent benchmark, with a thousand new human-authored scenarios that test execution, search, ambiguity handling, temporal reasoning, and adaptability—plus a smartphone-like execution environment. GPT‑5-high led across execution and search; Kimi's K2 was tops among open-weight entries. I like that GAIA 2 bakes in time and budget constraints and forces agents to chain steps, not just spew plans. We need more of these.Scale AI's “SWE-Bench Pro” for coding in the large (HF)Scale dropped a stronger coding benchmark focused on multi-file edits, 100+ line changes, and large dependency graphs. On the public set, GPT‑5 (not Codex) and Claude Opus 4.1 took the top two slots; on a commercial set, Opus edged ahead. The broader takeaway: the action has clearly moved to test-time compute, persistent memory, and program-synthesis outer loops to get through larger codebases with fewer invalid edits. This aligns with what we're seeing across ARC‑AGI and SWE‑bench Verified.The “Among Us” deception test (X)One more that's fun but not frivolous: a group benchmarked models on the social deception game Among Us. OpenAI's latest systems reportedly did the best job both lying convincingly and detecting others' lies. This line of work matters because social inference and adversarial reasoning show up in real agent deployments—security, procurement, negotiations, even internal assistant safety.Big Companies, Bigger Bets!Nvidia's $100B pledge to OpenAI for 10GW of computeLet's say that number again: one hundred billion dollars. Nvidia announced plans to invest up to $100B into OpenAI's infrastructure build-out, targeting roughly 10 gigawatts of compute and power. Jensen called it the biggest infrastructure project in history. Pair that with OpenAI's Stargate-related announcements—five new datacenters with Oracle and SoftBank and a flagship site in Abilene, Texas—and you get to wild territory fast.Internal notes circulating say OpenAI started the year around 230MW and could exit 2025 north of 2GW operational, while aiming at 20GW in the near term and a staggering 250GW by 2033. Even if those numbers shift, the directional picture is clear: the GPU supply and power curves are going vertical.Two reactions. First, yes, the “infinite money loop” memes wrote themselves—OpenAI spends on Nvidia GPUs, Nvidia invests in OpenAI, the market adds another $100B to Nvidia's cap for good measure. But second, the underlying demand is real. If we need 1–8 GPUs per “full-time agent” and there are 3+ billion working adults, we are orders of magnitude away from compute saturation. The power story is the real constraint—and that's now being tackled in parallel.OpenAI: ChatGPT Pulse: Proactive AI news cards for your day (X, OpenAI Blog)In a #BreakingNews segment, we got an update from OpenAI, that currently works only for Pro users but will come to everyone soon. Proactive AI, that learns from your chats, email and calendar and will show you a new “feed” of interesting things every morning based on your likes and feedback! Pulse marks OpenAI's first step toward an AI assistant that brings the right info before you ask, tuning itself with every thumbs-up, topic request, or app connection. I've tuned mine for today, we'll see what tomorrow brings! P.S - Huxe is a free app from the creators of NotebookLM (Ryza was on our podcast!) that does a similar thing, so if you don't have pro, check out Huxe, they just launched! XAI Grok 4 fast - 2M context, 40% fewer thinking tokens, shockingly cheap (X, Blog)xAI launched Grok‑4 Fast, and the name fits. Think “top-left” on the speed-to-cost chart: up to 2 million tokens of context, a reported 40% reduction in reasoning token usage, and a price tag that's roughly 1% of some frontier models on common workloads. On LiveCodeBench, Grok‑4 Fast even beat Grok‑4 itself. It's not the most capable brain on earth, but as a high-throughput assistant that can fan out web searches and stitch answers in something close to real time, it's compelling.Alibaba Qwen-Max and plans for scaling (X, Blog, API)Back in the Alibaba camp, they also released their flagship API model, Qwen 3 Max, and showed off their future roadmap. Qwen-max is over 1T parameters, MoE that gets 69.6 on Swe-bench verified and outperforms GPT-5 on LMArena! And their plan is simple: scale. They're planning to go from 1 million to 100 million token context windows and scale their models into the terabytes of parameters. It culminated in a hilarious moment on the show where we all put on sunglasses to salute a slide from their presentation that literally said, “Scaling is all you need.” AGI is coming, and it looks like Alibaba is one of the labs determined to scale their way there. Their release schedule lately (as documented by Swyx from Latent.space) is insane. This Week's Buzz: W&B Fully Connected is coming to London and Tokyo & Another hackathon in SFWeights & Biases (now part of the CoreWeave family) is bringing Fully Connected to London on Nov 4–5, with another event in Tokyo on Oct 31. If you're in Europe or Japan and want two days of dense talks and hands-on conversations with teams actually shipping agents, evals, and production ML, come hang out. Readers got a code on stream; if you need help getting a seat, ping me directly.Links: fullyconnected.comWe are also opening up registrations to our second WeaveHacks hackathon in SF, October 11-12, yours trully will be there, come hack with us on Self Improving agents! Register HEREVision & Video: Wan 2.2 Animate, Kling 2.5, and Wan 4.5 previewThis is the most exciting space in AI week-to-week for me right now. The progress is visible. Literally.Moondream-3 Preview - Interview with co-founders Via & JayWhile I've already reported on Moondream-3 in the last weeks newsletter, this week we got the pleasure of hosting Vik Korrapati and Jay Allen the co-founders of MoonDream to tell us all about it. Tune in for that conversation on the pod starting at 00:33:00Wan open sourced Wan 2.2 Animate (aka “Wan Animate”): motion transfer and lip sync Tongyi's Wan team shipped an open-source release that the community quickly dubbed “Wanimate.” It's a character-swap/motion transfer system: provide a single image for a character and a reference video (your own motion), and it maps your movement onto the character with surprisingly strong hair/cloth dynamics and lip sync. If you've used runway's Act One, you'll recognize the vibe—except this is open, and the fidelity is rising fast.The practical uses are broader than “make me a deepfake.” Think onboarding presenters with perfect backgrounds, branded avatars that reliably say what you need, or precise action blocking without guessing at how an AI will move your subject. You act it; it follows.Kling 2.5 Turbo: cinematic motion, cheaper and with audioKling quietly rolled out a 2.5 Turbo tier that's 30% cheaper and finally brings audio into the loop for more complete clips. Prompts adhere better, physics look more coherent (acrobatics stop breaking bones across frames), and the cinematic look has moved from “YouTube short” to “film-school final.” They seeded access to creators and re-shared the strongest results; the consistency is the headline. (Source X: @StevieMac03)I've chatted with my kiddos today over facetime, and they were building minecraft creepers. I took a screenshot, sent to Nano Banana to make their creepers into actual minecraft ones, and then with Kling, Animated the explosions for them. They LOVED it! Animations were clear, while VEO refused for me to even upload their images, Kling didn't care hahaWan 4.5 preview: native multimodality, 1080p 10s, and lip-synced speechWan also teased a 4.5 preview that unifies understanding and generation across text, image, video, and audio. The eye-catching bit: generate a 1080p, 10-second clip with synced speech from just a script. Or supply your own audio and have it lip-sync the shot. I ran my usual “interview a polar bear dressed like me” test and got one of the better results I've seen from any model. We're not at “dialogue scene” quality, but “talking character shot” is getting… good. The generation of audio (not only text + lipsync) is one of the best ones besides VEO, it's really great to see how strongly this improves, sad that this wasn't open sourced! And apparently it supports “draw text to animate” (Source: X) Voice & AudioSuno V5: we've entered the “I can't tell anymore” eraSuno calls V5 a redefinition of audio quality. I'll be honest, I'm at the edge of my subjective hearing on this. I've caught myself listening to Suno streams instead of Spotify and forgetting anything is synthetic. The vocals feel more human, the mixes cleaner, and the remastering path (including upgrading V4 tracks) is useful. The last 10% to “you fooled a producer” is going to be long, but the distance between V4 and V5 already makes me feel like I should re-cut our ThursdAI opener.MiMI Audio: a small omni-chat demo that hints at the floorWe tried a MiMI Audio demo live—a 7B-ish model with speech in/out. It was responsive but stumbled on singing and natural prosody. I'm leaving it in here because it's a good reminder that the open floor for “real-time voice” is rising quickly even for small models. And the moment you pipe a stronger text brain behind a capable, native speech front-end, the UX leap is immediate.Ok, another DENSE week that finishes up Shiptember, tons of open source, Qwen (Tongyi) shines, and video is getting so so good. This is all converging folks, and honestly, I'm just happy to be along for the ride! This week was also Rosh Hashanah, which is the Jewish new year, and I've shared on the pod that I've found my X post from 3 years ago, using the state of the art AI models of the time. WHAT A DIFFERENCE 3 years make, just take a look, I had to scale down the 4K one from this year just to fit into the pic! Shana Tova to everyone who's reading this, and we'll see you next week

In this episode, ARK's Brett Winton, Charles Roberts and Frank Downing sit down with Stephen Balaban, CEO and co-founder of Lambda Labs — a company building AI-specific cloud infrastructure. The conversation explores Lambda's role in the AI value chain, the evolving economics of data centers, and why traditional hyperscalers might be too slow to meet the moment.Stephen explains why he believes we're transitioning from deterministic, rule-based software to what he calls “neural software” — stochastic, neural network-driven systems that will eventually replace nearly all traditional software. He shares Lambda's mission to enable this transformation by rapidly deploying GPU infrastructure and supporting the AI research and application build-out happening today.The discussion spans infrastructure strategy, regulatory bottlenecks, AI safety, energy constraints, and long-term visions of neural operating systems. Stephen offers a bold perspective on the hardware demands and philosophical shifts required to usher in a world where software is generated, not written.Key Points From This Episode:00:01:21 How Lambda positions itself as a “neo-cloud” provider competing with AWS, Azure, and GCP for AI workloads.00:02:46 Why ARK estimates $1.5 trillion in annual AI-related data center investment by 2030 and what it could mean for Lambda.00:05:26 Why hyperscalers may be too slow to meet the unique demands of AI training compared to specialized players.00:06:29 How AI infrastructure requires new rack designs, higher power density, and different utilization patterns.00:09:20 Why AI may disrupt the entire computing stack—from Nvidia overtaking Intel to reshaping platform and cloud services.00:14:50 Stephen explains Lambda's “secret mission” to replace all traditional software with neural networks.00:16:36 Why companies trust Lambda to deploy GPU infrastructure faster and more reliably than incumbents.00:20:27 How the concept of a “neural operating system” reframes software as stochastic rather than deterministic.00:23:04 How hallucinations in neural systems could be managed with checks and balances similar to financial approvals.00:25:04 Why Stephen sees AI safety and alignment as the cybersecurity of the future.00:39:00 How real-time AI tasks may run locally at the edge, while deeper reasoning gets pushed to the cloud.00:44:11 Why running modern large language models still resembles the supercomputer era rather than the PC era.00:46:06 How Stephen views the long-term convergence of AI with quantum computing and brain–computer interfaces.00:50:20 Why scaling AI requires the “heroic effort” of Nvidia, TSMC, OpenAI, energy providers, and Lambda together.00:53:43 Back-of-the-envelope math on CapEx per megawatt—from power plants and data centers to GPUs.00:57:11 Why power infrastructure and deregulation could become the biggest stumbling blocks for AI growth.01:02:02 How software creation is shifting from a labor-driven process to a capital-intensive one.01:06:06 Why Stephen and Brett describe data centers as “AI factories” producing custom neural software.

Preston and Seb launch their tech book review series with a deep dive into The Thinking Machine, a book about NVIDIA and its CEO Jensen Huang. They explore NVIDIA's transformation from a gaming hardware company to a key player in AI, discussing CUDA, leadership strategy, robotics, and the speed of innovation. The episode ends with a preview of their next review, Empire of AI. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 05:29 – How NVIDIA transitioned from gaming GPUs to leading AI infrastructure 09:26 – Why CUDA was a turning point in GPU development for AI research 15:37 – The role of NVIDIA in enabling modern AI models, including transformers 19:55 – Jensen Huang's leadership style and strategic market thinking 20:14 – The significance of creating new markets versus competing in existing ones 24:44 – How NVIDIA trains robots in hyper-realistic digital environments 27:47 – The impact of LiDAR and simulation on robotics advancement 38:53 – Whether Jensen's success is due to luck, skill, or strategic foresight 50:30 – The meaning behind Jensen's "speed of light" principle 01:01:00 – What's coming next in the book review series, starting with Empire of AI BOOKS AND RESOURCES Related Book: The Thinking Machine: Jensen Huang, Nvidia, and the World's Most Coveted Microchip. Seb's Website and book: The Hidden Cost of Money. Related ⁠⁠books⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Bitcoin Fundamentals Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance Tool⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠⁠⁠sponsors⁠⁠⁠: Simple Mining HardBlock AnchorWatch Human Rights Foundation Linkedin Talent Solutions Vanta Unchained Onramp Netsuite Shopify Abundant Mines Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Paul Thurrott reports live from Maui with exciting details on Qualcomm's next-gen Snapdragon X2 Elite chip and how it could shake up the PC world, while behind the scenes, Microsoft quietly drifts further from OpenAI just as an NVIDIA mega-deal makes headlines. Is Windows about to get its biggest reboot in years, and can ARM finally topple Intel? Windows 25H2 is imminent: The real ISOs and eKBs are here! Paul's Arm-based trip to Mexico and Arm-based Apple-tastic experience at Snapdragon Summit And yet. It's Week D. And we didn't get any preview updates (for 24H2) Windows AI Labs is a thing If you're migrating from Windows 10 get a Windows 11 on Arm PC, Microsoft suggests New AI features coming to Notepad, Paint, and Snipping Tool New Dev and Beta (and Canary) builds: Click to Do translation, Share with Copilot, Accounts management improvements AI The Microsoft/OpenAI rift widens yet again NVIDIA invests $100 billion in OpenAI, days after "investing" $5 billion in Intel Intel will keep making its own GPUs because who gives a crap Microsoft is bringing Anthropic Claude to Microsoft 365 Copilot - "Model choice" Microsoft reportedly trying to pay publishers for content used by AI Microsoft Teams is getting more agents Google Chrome is getting a major AI update Snapdragon Summit 2025 6G, AI as the new UI, glasses as the next wave, Android PCs out of nowhere X2 Elite and X2 Elite Extreme (with up to 18 cores for ultra-premium PCs) 3rd Gen Oryon CPU (X2 was 1st gen, last year's phone chip was G2) 75 percent faster CPU perf than competition at ISO power First Arm chip to hit 5+ GHz New Adreno GPU architecture with 2.3x perf per watt and power efficiency over previous gen Hexagon NPU with 80 TOPS for "concurrent AI experiences" on Copilot+ PCs Supports latest 5G SD X75 modem, Wi-Fi 7, BT 5.4 75 percent faster CPU perf than competition at ISO power Bad news: First half of 2026 availability Not in the press release: The secret of why X2 Elite Extreme is so fast Xbox Microsoft raises Xbox console prices for the second time in 2025 Here comes the Gaming Copilot on Windows 11 Google is copying it on Android and bringing Android and native games to Windows now Tips and Picks Tip of the week: Think of 1 story for everyone you care about App pick of the week: Notion 3.0 RunAs Radio this week: Managing Vendor Incidents with Mandi Walls Brown liquor pick of the week: High Coast Whisky Quercus IV Mongolica Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: threatlocker.com/twit uscloud.com cachefly.com/twit

Nvidia and OpenAI's new $100B deal is one of the more massive moves of the new AI infrastructure era, securing massive compute capacity with billions of GPUs. The deal has sparked debate: some see it as the foundation of a new global economy built on real demand, while others warn of bubble-like circular funding. At stake is whether this signals unstoppable growth in AI or the first signs of overexuberance.Brought to you by:Is your enterprise ready for the future of agentic AI?⁠⁠Visit AGNTCY.org⁠⁠⁠⁠Visit Outshift Internet of Agents⁠⁠Try Notion AI today with Notion 3.0 ⁠⁠https://ntn.so/nlw⁠⁠KPMG – 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/AIpodcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Blitzy.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/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vanta - Simplify compliance - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://vanta.com/nlw⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The 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? nlw@aidailybrief.ai

Rate cut - rates up? Diet Stocks - losing weight Good news/bad news - all good for markets Bessent for Fed Chair and Treasury Secretary? 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 Warm-Up - BRAND New server - all provisioned - Much faster DH Site - Need a new CTP stock! - New Clear Stocks! - To the Sky - Money Tree Market - Tik Tok news Markets - Rate cut - rates up - Diet Stocks - losing weight - Good news/bad news - all good for markets - StubHub IPO Update SELL Rosh Hashanah - Buy Yom Kippur? Vanguard Issues? Got a call this morning..Gent in NY... NEW CLEAR - On Fire! - Have you seen the returns on some of these stocks? - YTD - - URA (Uranium ETF) Up 75% -- SMR (NuScale) Up 164% - - OKLO (OKL) up 518% - - CCJ (Cameco) up 65% TikTok Nonsense - President Donald Trump said in an interview that aired Sunday that conservative media baron Rupert Murdoch and his son Lachlan are likely to be involved in the proposal to save TikTok in the United States. -Trump also said that Oracle executive chairman Larry Ellison and Dell Technologies CEO Michael Dell are also likely to be involved in the TikTok deal. More TikTok - White House Press Secretary Karoline Leavitt says TikTok's algorithm will be secured, retrained, and operated in the U.S. outside of Bytedance's control; Oracle (ORCL) will serve as Tiktok's security provider; President Trump will sign TikTok deal later this week - What does that mean and will it be the same TikTok. - Who is doing the retraining??????? SO MANY QUESTIONS MEME ALERT! - Eric Jackson, a hedge fund manager who partly contributed to the trading explosion in Opendoor, unveiled his new pick Monday — Better Home & Finance Holding Co. - Jackson said his firm holds a position in Better Home but didn't disclose its size. - Shares of Better Home soared 46.6% on Monday after Jackson touted the stock on X. At one point during the session, the stock more than doubled in price. - The New York-based mortgage lender jumped more than 36% last week. Intel - INTC getting even more money. - Now, NVDA pouring in $5B - Nvidia and Intel announced a partnership to jointly develop multiple generations of custom data center and PC products. Intel will manufacture new x86 CPUs customized for Nvidia's AI infrastructure, and also build system-on-chips (SoCs) for PCs that integrate Nvidia's RTX GPU chiplets. - Both the US Government and NVDA got BELOW market pricing on their shares. NVDA $$ - Nvidia is investing in OpenAI. On September 22, 2025, Nvidia announced a strategic partnership with OpenAI, which includes an investment of up to $100 billion - The agreement will help deploy at least 10 gigawatts of Nvidia systems, which will include millions of its GPUs. The first phase is scheduled to launch in the second half of 2026, using Nvidia's Vera Rubin platform. Autism Link - Shares of Kenvue (KVUE) are trading lower largely due to reports from the White House and HHS suggesting a forthcoming warning linking prenatal use of acetaminophen (Tylenol's active ingredient) to autism risk. - Investors are concerned that such a warning could lead to regulatory action, changes in labeling requirements, litigation risk, or reduced demand for one of KVUE's key products. It's estimated that Tylenol accounts for approximately 7-9% of KVUE's total revenue. - The company has strongly denied any scientific basis for the link, but the uncertainty itself is hurting sentiment. - Finally, this also comes on top of recent weak financial performance: KVUE posted a Q2 revenue decline of 4% and cut its full-year guidance on August 7. - - Lawsuits to follow... Pfizer

Paul Thurrott reports live from Maui with exciting details on Qualcomm's next-gen Snapdragon X2 Elite chip and how it could shake up the PC world, while behind the scenes, Microsoft quietly drifts further from OpenAI just as an NVIDIA mega-deal makes headlines. Is Windows about to get its biggest reboot in years, and can ARM finally topple Intel? Windows 25H2 is imminent: The real ISOs and eKBs are here! Paul's Arm-based trip to Mexico and Arm-based Apple-tastic experience at Snapdragon Summit And yet. It's Week D. And we didn't get any preview updates (for 24H2) Windows AI Labs is a thing If you're migrating from Windows 10 get a Windows 11 on Arm PC, Microsoft suggests New AI features coming to Notepad, Paint, and Snipping Tool New Dev and Beta (and Canary) builds: Click to Do translation, Share with Copilot, Accounts management improvements AI The Microsoft/OpenAI rift widens yet again NVIDIA invests $100 billion in OpenAI, days after "investing" $5 billion in Intel Intel will keep making its own GPUs because who gives a crap Microsoft is bringing Anthropic Claude to Microsoft 365 Copilot - "Model choice" Microsoft reportedly trying to pay publishers for content used by AI Microsoft Teams is getting more agents Google Chrome is getting a major AI update Snapdragon Summit 2025 6G, AI as the new UI, glasses as the next wave, Android PCs out of nowhere X2 Elite and X2 Elite Extreme (with up to 18 cores for ultra-premium PCs) 3rd Gen Oryon CPU (X2 was 1st gen, last year's phone chip was G2) 75 percent faster CPU perf than competition at ISO power First Arm chip to hit 5+ GHz New Adreno GPU architecture with 2.3x perf per watt and power efficiency over previous gen Hexagon NPU with 80 TOPS for "concurrent AI experiences" on Copilot+ PCs Supports latest 5G SD X75 modem, Wi-Fi 7, BT 5.4 75 percent faster CPU perf than competition at ISO power Bad news: First half of 2026 availability Not in the press release: The secret of why X2 Elite Extreme is so fast Xbox Microsoft raises Xbox console prices for the second time in 2025 Here comes the Gaming Copilot on Windows 11 Google is copying it on Android and bringing Android and native games to Windows now Tips and Picks Tip of the week: Think of 1 story for everyone you care about App pick of the week: Notion 3.0 RunAs Radio this week: Managing Vendor Incidents with Mandi Walls Brown liquor pick of the week: High Coast Whisky Quercus IV Mongolica Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: threatlocker.com/twit uscloud.com cachefly.com/twit

Paul Thurrott reports live from Maui with exciting details on Qualcomm's next-gen Snapdragon X2 Elite chip and how it could shake up the PC world, while behind the scenes, Microsoft quietly drifts further from OpenAI just as an NVIDIA mega-deal makes headlines. Is Windows about to get its biggest reboot in years, and can ARM finally topple Intel? Windows 25H2 is imminent: The real ISOs and eKBs are here! Paul's Arm-based trip to Mexico and Arm-based Apple-tastic experience at Snapdragon Summit And yet. It's Week D. And we didn't get any preview updates (for 24H2) Windows AI Labs is a thing If you're migrating from Windows 10 get a Windows 11 on Arm PC, Microsoft suggests New AI features coming to Notepad, Paint, and Snipping Tool New Dev and Beta (and Canary) builds: Click to Do translation, Share with Copilot, Accounts management improvements AI The Microsoft/OpenAI rift widens yet again NVIDIA invests $100 billion in OpenAI, days after "investing" $5 billion in Intel Intel will keep making its own GPUs because who gives a crap Microsoft is bringing Anthropic Claude to Microsoft 365 Copilot - "Model choice" Microsoft reportedly trying to pay publishers for content used by AI Microsoft Teams is getting more agents Google Chrome is getting a major AI update Snapdragon Summit 2025 6G, AI as the new UI, glasses as the next wave, Android PCs out of nowhere X2 Elite and X2 Elite Extreme (with up to 18 cores for ultra-premium PCs) 3rd Gen Oryon CPU (X2 was 1st gen, last year's phone chip was G2) 75 percent faster CPU perf than competition at ISO power First Arm chip to hit 5+ GHz New Adreno GPU architecture with 2.3x perf per watt and power efficiency over previous gen Hexagon NPU with 80 TOPS for "concurrent AI experiences" on Copilot+ PCs Supports latest 5G SD X75 modem, Wi-Fi 7, BT 5.4 75 percent faster CPU perf than competition at ISO power Bad news: First half of 2026 availability Not in the press release: The secret of why X2 Elite Extreme is so fast Xbox Microsoft raises Xbox console prices for the second time in 2025 Here comes the Gaming Copilot on Windows 11 Google is copying it on Android and bringing Android and native games to Windows now Tips and Picks Tip of the week: Think of 1 story for everyone you care about App pick of the week: Notion 3.0 RunAs Radio this week: Managing Vendor Incidents with Mandi Walls Brown liquor pick of the week: High Coast Whisky Quercus IV Mongolica Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: threatlocker.com/twit uscloud.com cachefly.com/twit

Paul Thurrott reports live from Maui with exciting details on Qualcomm's next-gen Snapdragon X2 Elite chip and how it could shake up the PC world, while behind the scenes, Microsoft quietly drifts further from OpenAI just as an NVIDIA mega-deal makes headlines. Is Windows about to get its biggest reboot in years, and can ARM finally topple Intel? Windows 25H2 is imminent: The real ISOs and eKBs are here! Paul's Arm-based trip to Mexico and Arm-based Apple-tastic experience at Snapdragon Summit And yet. It's Week D. And we didn't get any preview updates (for 24H2) Windows AI Labs is a thing If you're migrating from Windows 10 get a Windows 11 on Arm PC, Microsoft suggests New AI features coming to Notepad, Paint, and Snipping Tool New Dev and Beta (and Canary) builds: Click to Do translation, Share with Copilot, Accounts management improvements AI The Microsoft/OpenAI rift widens yet again NVIDIA invests $100 billion in OpenAI, days after "investing" $5 billion in Intel Intel will keep making its own GPUs because who gives a crap Microsoft is bringing Anthropic Claude to Microsoft 365 Copilot - "Model choice" Microsoft reportedly trying to pay publishers for content used by AI Microsoft Teams is getting more agents Google Chrome is getting a major AI update Snapdragon Summit 2025 6G, AI as the new UI, glasses as the next wave, Android PCs out of nowhere X2 Elite and X2 Elite Extreme (with up to 18 cores for ultra-premium PCs) 3rd Gen Oryon CPU (X2 was 1st gen, last year's phone chip was G2) 75 percent faster CPU perf than competition at ISO power First Arm chip to hit 5+ GHz New Adreno GPU architecture with 2.3x perf per watt and power efficiency over previous gen Hexagon NPU with 80 TOPS for "concurrent AI experiences" on Copilot+ PCs Supports latest 5G SD X75 modem, Wi-Fi 7, BT 5.4 75 percent faster CPU perf than competition at ISO power Bad news: First half of 2026 availability Not in the press release: The secret of why X2 Elite Extreme is so fast Xbox Microsoft raises Xbox console prices for the second time in 2025 Here comes the Gaming Copilot on Windows 11 Google is copying it on Android and bringing Android and native games to Windows now Tips and Picks Tip of the week: Think of 1 story for everyone you care about App pick of the week: Notion 3.0 RunAs Radio this week: Managing Vendor Incidents with Mandi Walls Brown liquor pick of the week: High Coast Whisky Quercus IV Mongolica Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: threatlocker.com/twit uscloud.com cachefly.com/twit

Paul Thurrott reports live from Maui with exciting details on Qualcomm's next-gen Snapdragon X2 Elite chip and how it could shake up the PC world, while behind the scenes, Microsoft quietly drifts further from OpenAI just as an NVIDIA mega-deal makes headlines. Is Windows about to get its biggest reboot in years, and can ARM finally topple Intel? Windows 25H2 is imminent: The real ISOs and eKBs are here! Paul's Arm-based trip to Mexico and Arm-based Apple-tastic experience at Snapdragon Summit And yet. It's Week D. And we didn't get any preview updates (for 24H2) Windows AI Labs is a thing If you're migrating from Windows 10 get a Windows 11 on Arm PC, Microsoft suggests New AI features coming to Notepad, Paint, and Snipping Tool New Dev and Beta (and Canary) builds: Click to Do translation, Share with Copilot, Accounts management improvements AI The Microsoft/OpenAI rift widens yet again NVIDIA invests $100 billion in OpenAI, days after "investing" $5 billion in Intel Intel will keep making its own GPUs because who gives a crap Microsoft is bringing Anthropic Claude to Microsoft 365 Copilot - "Model choice" Microsoft reportedly trying to pay publishers for content used by AI Microsoft Teams is getting more agents Google Chrome is getting a major AI update Snapdragon Summit 2025 6G, AI as the new UI, glasses as the next wave, Android PCs out of nowhere X2 Elite and X2 Elite Extreme (with up to 18 cores for ultra-premium PCs) 3rd Gen Oryon CPU (X2 was 1st gen, last year's phone chip was G2) 75 percent faster CPU perf than competition at ISO power First Arm chip to hit 5+ GHz New Adreno GPU architecture with 2.3x perf per watt and power efficiency over previous gen Hexagon NPU with 80 TOPS for "concurrent AI experiences" on Copilot+ PCs Supports latest 5G SD X75 modem, Wi-Fi 7, BT 5.4 75 percent faster CPU perf than competition at ISO power Bad news: First half of 2026 availability Not in the press release: The secret of why X2 Elite Extreme is so fast Xbox Microsoft raises Xbox console prices for the second time in 2025 Here comes the Gaming Copilot on Windows 11 Google is copying it on Android and bringing Android and native games to Windows now Tips and Picks Tip of the week: Think of 1 story for everyone you care about App pick of the week: Notion 3.0 RunAs Radio this week: Managing Vendor Incidents with Mandi Walls Brown liquor pick of the week: High Coast Whisky Quercus IV Mongolica Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: threatlocker.com/twit uscloud.com cachefly.com/twit

The Secret Service says it thwarted a telecommunications cyber-op in New York City. On Tuesday, the agency announced that it seized a network of SIM servers. It was capable of jamming cell towers, conducting DDoS attacks and enabling encrypted communications. The discovery came ahead of world leaders gathering for the UN General Assembly this week. Also, Apple has delayed the release of its new series The Savant just three days before it was supposed to premiere this week. The timing of the sudden delay, and the lack of explanation for why the company is delaying the show, could be telling. Disney made a similar knee-jerk reaction in placing Jimmy Kimmel Live! on indefinite hiatus following a joke Kimmel made about the reaction to the killing of right-wing activist Charlie Kirk. And, AI is an enormous energy drain, contributing to greenhouse gas emissions at a time when the planet desperately needs progress in the opposite direction. Although most of that comes from running GPUs, cooling them is another significant overhead. So, it's worth noting when a company of Microsoft's stature claims to have achieved a breakthrough in chip cooling. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Paul Thurrott reports live from Maui with exciting details on Qualcomm's next-gen Snapdragon X2 Elite chip and how it could shake up the PC world, while behind the scenes, Microsoft quietly drifts further from OpenAI just as an NVIDIA mega-deal makes headlines. Is Windows about to get its biggest reboot in years, and can ARM finally topple Intel? Windows 25H2 is imminent: The real ISOs and eKBs are here! Paul's Arm-based trip to Mexico and Arm-based Apple-tastic experience at Snapdragon Summit And yet. It's Week D. And we didn't get any preview updates (for 24H2) Windows AI Labs is a thing If you're migrating from Windows 10 get a Windows 11 on Arm PC, Microsoft suggests New AI features coming to Notepad, Paint, and Snipping Tool New Dev and Beta (and Canary) builds: Click to Do translation, Share with Copilot, Accounts management improvements AI The Microsoft/OpenAI rift widens yet again NVIDIA invests $100 billion in OpenAI, days after "investing" $5 billion in Intel Intel will keep making its own GPUs because who gives a crap Microsoft is bringing Anthropic Claude to Microsoft 365 Copilot - "Model choice" Microsoft reportedly trying to pay publishers for content used by AI Microsoft Teams is getting more agents Google Chrome is getting a major AI update Snapdragon Summit 2025 6G, AI as the new UI, glasses as the next wave, Android PCs out of nowhere X2 Elite and X2 Elite Extreme (with up to 18 cores for ultra-premium PCs) 3rd Gen Oryon CPU (X2 was 1st gen, last year's phone chip was G2) 75 percent faster CPU perf than competition at ISO power First Arm chip to hit 5+ GHz New Adreno GPU architecture with 2.3x perf per watt and power efficiency over previous gen Hexagon NPU with 80 TOPS for "concurrent AI experiences" on Copilot+ PCs Supports latest 5G SD X75 modem, Wi-Fi 7, BT 5.4 75 percent faster CPU perf than competition at ISO power Bad news: First half of 2026 availability Not in the press release: The secret of why X2 Elite Extreme is so fast Xbox Microsoft raises Xbox console prices for the second time in 2025 Here comes the Gaming Copilot on Windows 11 Google is copying it on Android and bringing Android and native games to Windows now Tips and Picks Tip of the week: Think of 1 story for everyone you care about App pick of the week: Notion 3.0 RunAs Radio this week: Managing Vendor Incidents with Mandi Walls Brown liquor pick of the week: High Coast Whisky Quercus IV Mongolica Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: threatlocker.com/twit uscloud.com cachefly.com/twit

Nvidia says they plan to invest up to $100 billion in OpenAI to support a massive buildout of AI data centers requiring 10 gigawatts of power, equivalent to 4–5 million GPUs.Featured Guest: Jaymes Davis, Chief Technical Evangelist, Kasm Technologies

Nvidia's $5 billion investment in Intel is one of the biggest surprises in semiconductors in years. Two longtime rivals are now teaming up, and the ripple effects could reshape AI, cloud, and the global chip race.To make sense of it all, Erik Torenberg is joined by Dylan Patel, chief analyst at SemiAnalysis, joins Sarah Wang, general partner at a16z, and Guido Appenzeller, a16z partner and former CTO of Intel's Data Center and AI business unit. Together, they dig into what the deal means for Nvidia, Intel, AMD, ARM, and Huawei; the state of US-China tech bans; Nvidia's moat and Jensen Huang's leadership; and the future of GPUs, mega data centers, and AI infrastructure. Resources: Find Dylan on X: https://x.com/dylan522pFind Sarah on X: https://x.com/sarahdingwangFind Guido on X: https://x.com/appenzLearn more about SemiAnalysis: https://semianalysis.com/dylan-patel/ Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://x.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Computer graphics pioneer Ken Perlin invented Perlin noise, a foundational tool used in nearly every area of computer graphics. In this episode of CG Garage, Ken shares his unique journey, starting with a childhood love for both art and mathematics. He recounts how his early work on the film Tron inspired him to invent Perlin noise and the foundational concepts of shaders, a breakthrough that laid the groundwork for modern GPUs and the photorealistic visuals we see today. His presentation of this work at SIGGRAPH in 1984 directly influenced companies like Pixar and permanently altered the landscape of visual effects. The conversation extends beyond historical innovation to a compelling discussion about the future. Perlin draws a sharp distinction between VR and XR, predicting that true mass adoption of immersive technology will only happen when devices become socially invisible, much like the iPhone's impact on personal communication. He posits that the future of technology is not about escaping reality but enhancing it, and that the ultimate "killer app" will be the ability to connect with others in a shared virtual space. We also dive into the role of AI as a creative tool, with Perlin arguing that while it's a powerful new medium, it remains a “recombinant” engine that lacks sentience and is ultimately a vehicle for human creativity and expression. Ken Perlin's Blog > Ken Perlin on Wikipedia > NYU Holodeck: Future Reality Lab > Future Reality Lab - Github >  

Big thanks to Proton VPN for sponsoring this video. To get 64% discount to your Proton VPN Plus subscription, please use the following link: https://protonvpn.com/davidbombal Want a “hacker” laptop without wasting cash? In this candid breakdown with OTW, we cut through the hype and show you what actually matters for learning pentesting in 2025: prioritising RAM over flashy GPUs, picking VMware (free for personal use) for reliable labs, using refurbs/minis/Raspberry Pi, and planning for where wireless hacking is going (Bluetooth/BLE/Zigbee) — not just Wi-Fi. We also cover AMD vs Intel vs Apple M-chips/ARM for Linux VMs, when cloud cracking makes sense, and why daily practice beats buying gadgets. Highlights: • Best beginner specs (RAM first, SSD nice, storage ≠ speed) • VMware vs VirtualBox for home labs • AMD/Intel vs Apple M-chips/ARM for Kali/Parrot VMs • Alpha adapters & aircrack-ng compatibility; Nordic nRF52 for BLE • Budget path: used/refurb, mini-PCs, Pi, phone/cloud labs (HTB/THM) • The 80/20 rule of hacking: skills are greater than gear If you're delaying until you can afford a $2 – 3k laptop, don't. Start now, learn daily, and upgrade later. // Occupy The Web SOCIAL // X: / three_cube Website: https://hackers-arise.net/ // Occupy The Web Books // Linux Basics for Hackers 2nd Ed US: https://amzn.to/3TscpxY UK: https://amzn.to/45XaF7j Linux Basics for Hackers: US: https://amzn.to/3wqukgC UK: https://amzn.to/43PHFev Getting Started Becoming a Master Hacker US: https://amzn.to/4bmGqX2 UK: https://amzn.to/43JG2iA Network Basics for hackers: US: https://amzn.to/3yeYVyb UK: https://amzn.to/4aInbGK // OTW Discount // Use the code BOMBAL to get a 20% discount off anything from OTW's website: https://hackers-arise.net/ // Playlists REFERENCE // Linux Basics for Hackers: • Linux for Hackers Tutorial (And Free Courses) Mr Robot: • Hack like Mr Robot // WiFi, Bluetooth and ... Hackers Arise / Occupy the Web Hacks: • Hacking Tools (with demos) that you need t... // David's SOCIAL // Discord: discord.com/invite/usKSyzb Twitter: www.twitter.com/davidbombal Instagram: www.instagram.com/davidbombal LinkedIn: www.linkedin.com/in/davidbombal Facebook: www.facebook.com/davidbombal.co TikTok: tiktok.com/@davidbombal YouTube: / @davidbombal Spotify: open.spotify.com/show/3f6k6gE... SoundCloud: / davidbombal Apple Podcast: podcasts.apple.com/us/podcast... // MY STUFF // https://www.amazon.com/shop/davidbombal // SPONSORS // Interested in sponsoring my videos? Reach out to my team here: sponsors@davidbombal.com // MENU // 0:00 - Coming up 01:21 - Proton VPN sponsored segment 03:16 - Get started and start learning 08:39 - Computer specs: CPU, GPU, RAM & Hard drives 16:46 - Time vs Money 17:58 - Virtual machines 19:15 - Computer specs overview 22:17 - Wi-Fi adaptors for Wi-Fi hacking 24:17 - Bluetooth dongles for Bluetooth hacking 26:57 - "80% Person & 20% Machine" 29:17 - Do you need hacking gadgets? 31:57 - Apple vs Intel vs AMD 35:53 - Learn hacking with a smartphone 37:01 - Learn hacking with a Raspberry Pi 39:32 - Kali Linux vs ParrotOS (Which OS to use?) 40:58 - The problem with Chromebooks 42:02 - Using Hack The Box/TryHackMe // Conclusion Please note that links listed may be affiliate links and provide me with a small percentage/kickback should you use them to purchase any of the items listed or recommended. Thank you for supporting me and this channel! Disclaimer: This video is for educational purposes only. #hacking #laptop #vm

Today on Talk Python: What really happens when your data work outgrows your laptop. Matthew Rocklin, creator of Dask and cofounder of Coiled, and Nat Tabris a staff software engineer at Coiled join me to unpack the messy truth of cloud-scale Python. During the episode we actually spin up a 1,000 core cluster from a notebook, twice! We also discuss picking between pandas and Polars, when GPUs help, and how to avoid surprise bills. Real lessons, real tradeoffs, shared by people who have built this stuff. Stick around. Episode sponsors Seer: AI Debugging, Code TALKPYTHON Talk Python Courses Links from the show Matthew Rocklin: @mrocklin Nat Tabris: tabris.us Dask: dask.org Coiled: coiled.io Watch this episode on YouTube: youtube.com Episode #519 deep-dive: talkpython.fm/519 Episode transcripts: talkpython.fm Developer Rap Theme Song: Served in a Flask: talkpython.fm/flasksong --- Stay in touch with us --- Subscribe to Talk Python on YouTube: youtube.com Talk Python on Bluesky: @talkpython.fm at bsky.app Talk Python on Mastodon: talkpython Michael on Bluesky: @mkennedy.codes at bsky.app Michael on Mastodon: mkennedy

In this episode, Jayden interviews Carmen Li, founder and CEO of Silicon Data, a company focused on bringing transparency to the GPU market. They discuss the importance of a real-time pricing index for GPUs, the need for better risk management tools in the AI industry, and how financial services can benefit from improved data transparency. Carmen shares insights on the dynamics of GPU pricing, the impact of regional differences, and the future of AI technology. The conversation highlights common misconceptions in the industry and the potential for significant advancements in the coming years.Try AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustleVisit Silicon Data: https://www.silicondata.com/Find Carmen: https://www.linkedin.com/in/carmenrliChapters00:00 Introduction to Silicon Data and AI Infrastructure02:36 The Importance of Transparency in GPU Markets05:26 Bridging the Gap Between Finance and AI08:18 Challenges in Data Accuracy and Pricing10:45 Regional Pricing Discrepancies in GPU Rentals13:30 Dynamic Pricing Models for AI Tokens15:55 The Role of Data in Risk Management18:43 Understanding the Secondary GPU Market21:28 Common Misconceptions in the GPU Industry24:08 Future Trends in AI and GPU Technology

In this episode, I sit down with Jens Stapelfeldt, Global AI Lead at AMD's University Program, to explore how AMD is challenging the status quo in AI hardware. We dive into the evolution from proprietary ecosystems to AMD's open, enterprise-ready platforms, discussing what this means for industrial AI applications and decision makers. Jens shares insights on AMD's broad AI portfolio, from GPUs to edge solutions, and how strategic collaborations are accelerating innovation. We also examine the significance of open-source principles and the impact of diverse hardware options on industrial use cases. Join me as we uncover why AMD positions itself as the most versatile player in the AI space, from edge devices all the way to the cloud.

Tonight's questions: - Did Gears of War: Reloaded flop on PS5? - When will Valve release a Steam Deck 2? - Will Ghost of Yotei sell well? - Why is Borderlands 4 poorly optimized on PC? - What do you look for in a GPU? - Does Nvidia have a monopoly on GPUs? Thanks as always to Shawn Daley for our intro and outro music. Follow him on Soundcloud: https://soundcloud.com/shawndaley Where to find Throwdown Show: Website: https://audioboom.com/channels/5030659 Twitch: https://www.twitch.tv/throwdownshow Twitter: https://twitter.com/ThrowdownShow YouTube: https://www.youtube.com/throwdownshow Discord: https://discord.gg/fdBXWHT Twitter list: https://twitter.com/i/lists/1027719155800317953

Ground Support Worldwide Editor Jenny Lescohier talks with Jennifer Matasy, Executive Director of IAEMA, about the International GSE Expo taking place in Las Vegas, Sept. 16-18. Here are five main takeaways from the discussion:  1. The biggest GSE showcase in the world The International GSE Expo is the largest and only dedicated event for ground support equipment. It's a global showcase that brings together leading manufacturers, suppliers, and decision-makers. Attendees get a hands-on experience, seeing and testing the latest equipment, from traditional tow tractors to electric and autonomous vehicles. 2. Focus on electrification The predominant theme of this year's expo is the future of electric GSE. Attendees will see a wide range of new battery-powered equipment, including GPUs, pushback tractors, and baggage carriers. This shift to greener, quieter, and more efficient technology is a major focus for many manufacturers. 3. Revamped Demo Zone This year's Demo Zone has been completely revitalized to be a main attraction. It's now a dedicated space where exhibitors can showcase their new equipment. This change makes it easier for attendees to get hands-on experience and see the latest green technology in action. 4. New networking opportunities The annual golf tournament has been replaced by a new on-site Layover Lounge. Located next to the Demo Zone, this new area offers games and refreshments, creating a relaxed environment for attendees to network and connect with exhibitors and peers throughout the show. 5. Innovation and sustainability take center stage The GSE Expo is a hub for innovation, with many manufacturers unveiling new technologies. A key goal for the event is to strengthen the GSE sector by highlighting the latest sustainable, efficient, and automated equipment solutions. If your company is focused on these areas, this is the essential event to attend.

Valve's Fremont leaks spark console and VR speculation, Steam rolls out language-based review changes, Silksong gets its first patch, Framework unveils

Flush de la semana con lo mejor en noticias que se dieron en la semanadéjame tu comentario Redes Sociales Oficiales:► https://linktr.ee/DrakSpartanOficialCualquier cosa o situación contactar a Diego Walker:diegowalkercontacto@gmail.comFecha Del Video[13-09-2025]#flush #rtx4090 #hollowknightsilksong #bethesda #rx9060xl#intel #b770#intel770#arc

At Berlin Buzzwords, industry voices highlighted how search is evolving with AI and LLMs.- Kacper Łukawski (Qdrant) stressed hybrid search (semantic + keyword) as core for RAG systems and promoted efficient embedding models for smaller-scale use.- Manish Gill (ClickHouse) discussed auto-scaling OLAP databases on Kubernetes, combining infrastructure and database knowledge.- André Charton (Kleinanzeigen) reflected on scaling search for millions of classifieds, moving from Solr/Elasticsearch toward vector search, while returning to a hands-on technical role.- Filip Makraduli (Superlinked) introduced a vector-first framework that fuses multiple encoders into one representation for nuanced e-commerce and recommendation search.- Brian Goldin (Voyager Search) emphasized spatial context in retrieval, combining geospatial data with AI enrichment to add the “where” to search.- Atita Arora (Voyager Search) highlighted geospatial AI models, the renewed importance of retrieval in RAG, and the cautious but promising rise of AI agents.Together, their perspectives show a common thread: search is regaining center stage in AI—scaling, hybridization, multimodality, and domain-specific enrichment are shaping the next generation of retrieval systems.Kacper Łukawski Senior Developer Advocate at Qdrant, he educates users on vector and hybrid search. He highlighted Qdrant's support for dense and sparse vectors, the role of search with LLMs, and his interest in cost-effective models like static embeddings for smaller companies and edge apps. Connect: https://www.linkedin.com/in/kacperlukawski/Manish Gill Engineering Manager at ClickHouse, he spoke about running ClickHouse on Kubernetes, tackling auto-scaling and stateful sets. His team focuses on making ClickHouse scale automatically in the cloud. He credited its speed to careful engineering and reflected on the shift from IC to manager. Connect: https://www.linkedin.com/in/manishgill/André Charton Head of Search at Kleinanzeigen, he discussed shaping the company's search tech—moving from Solr to Elasticsearch and now vector search with Vespa. Kleinanzeigen handles 60M items, 1M new listings daily, and 50k requests/sec. André explained his career shift back to hands-on engineering. Connect: https://www.linkedin.com/in/andrecharton/Filip Makraduli Founding ML DevRel engineer at Superlinked, an open-source framework for AI search and recommendations. Its vector-first approach fuses multiple encoders (text, images, structured fields) into composite vectors for single-shot retrieval. His Berlin Buzzwords demo showed e-commerce search with natural-language queries and filters. Connect: https://www.linkedin.com/in/filipmakraduli/Brian Goldin Founder and CEO of Voyager Search, which began with geospatial search and expanded into documents and metadata enrichment. Voyager indexes spatial data and enriches pipelines with NLP, OCR, and AI models to detect entities like oil spills or windmills. He stressed adding spatial context (“the where”) as critical for search and highlighted Voyager's 12 years of enterprise experience. Connect: https://www.linkedin.com/in/brian-goldin-04170a1/Atita Arora Director of AI at Voyager Search, with nearly 20 years in retrieval systems, now focused on geospatial AI for Earth observation data. At Berlin Buzzwords she hosted sessions, attended talks on Lucene, GPUs, and Solr, and emphasized retrieval quality in RAG systems. She is cautiously optimistic about AI agents and values the event as both learning hub and professional reunion. Connect: https://www.linkedin.com/in/atitaarora/

Today's show:In this founder-focused episode of This Week in Startups, we sit down with Republic's Kendrick Nguyen to learn more about the company's efforts to make the private markets accessible to the common investor. Best known for its work in equity crowdfunding, the Valor-backed startup now offers access to secondary shares, tokenized assets, and much more. Following, TWiST spoke with Positron CEO Mitesh Agrawal to learn more about his company's inference-focused AI compute hardware. Related to fellow TWiST500 company Etched, Positron is building custom chips to take on the computing work required to deliver your AI query results faster and with less power draw than what GPUs can offer. With AI inference compute demand rising, the fellow Valor-backed startup has even more powerful systems coming to market in 2026 that have our hopes up that the AI cost curve can continue to point downward.Timestamps:0:00 - A future with more efficient and accessible intelligence0:41, the following sponsors are mentioned: AlphaSense, Vanta, and Oracle Cloud Infrastructure1:26 - Introduction to the episode and the two featured companies, Republic and Positron2:43 - The history and purpose of Republic, a financial crowdfunding platform5:39 - Discussion of the current state and growth of equity crowdfunding9:19 - Kendrick Nguyen explains Republic's role as a financial infrastructure company, not a competitor to venture capital firms11:17 - Sponsor: Oracle Cloud Infrastructure12:25 - Republic's different products, Republic Capital and Republic Venture, are explained14:00 - The challenges and progress of secondary trading for non-accredited investors20:14 - Sponsor: Vanta21:21 - The concept of a unified "e-finance" infrastructure is introduced25:45 - Positron CEO Mitesh Agarwal discusses the future of AI chips and the limitations of current GPUs for inference workloads31:12 - Sponsor: AlphaSense32:22 - Discussion on the inefficiency of GPUs for inference and how Positron's Atlas system addresses it38:30 - Positron's strategy of using their Atlas system to prove their technology and generate revenue42:51 - The market shift from AI training to inference and the future of Positron's chips51:14 - The confidence in Positron's capital efficiency and their ability to compete with NVIDIA52:47 - Positron's focus on linear algebra acceleration rather than just transformersSubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:(09:04) Netsuite - Download the ebook CFO's Guide to AI and Machine Learning for free at https://www.netsuite.com/twist(21:20) Coda - Empower your startup with Coda's Team plan for free—get 6 months at https://www.Coda.io/twist(31:43) .TECH: Say it without saying it. Head to get.tech/twist or your favorite registrar to get a clean, sharp .tech domain today.Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

Ben and Jay unpack why Broadcom's “fourth customer” (~$10B) custom-ASIC win reset sentiment even after a modest beat/raise, and how that squares with hyperscalers second-sourcing away from NVIDIA in the near term. They frame the true battleground as networking—Ethernet's ubiquity vs. NVLink's tight integration—then differentiate GPUs' performance-per-watt advantages from custom ASIC cost calculus, arguing that “lumpiness” (program outcomes) is not “cyclicality” (inventory swings). They stress TAM realism: it's easy to total up CapEx, but the ROI numerator (revenue/profit) is still unknowable. Structurally, TSMC remains the default winner, with a plausible Intel Foundry financing path in the wings, while Google looks more likely to “sell capacity” for TPUs than chips. Net: GPUs keep the bulk of spend through 2030 even as select first-party silicon scales, and the market should judge claims against networking choices and workload fit—not headlines.

In today's Tech3 from Moneycontrol, Union Minister Ashwini Vaishnaw tells us why semiconductors could be India's steel of the 21st century and shares updates on GPUs, AI, and online gaming act. We also track the billion-order race in quick commerce this Diwali, as platforms scale up beyond groceries. Plus, the Supreme Court takes charge of petitions challenging the Online Gaming Act, and PayU readies a $300 million fundraise ahead of its planned IPO.

In this new episode format we give a very short briefing on financial news of the week.  This draws on our new weekly newsletter called "The Investor's Briefing". If you wish to read it, you can find it here.  Drew Cohen's New YouTube Video on What Matter's More than Competitve Advantages ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. ~*~ You can get a free trial to AlphaSense through this link here and read 200k+ Expert Call Interviews. -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) — Intro (1:07) — Updates (1:37) — In Financial Markets  (6:30) — Company News  (15:44) — YouTube Channel -*-*-*-*-*-*-*-*-*-*-*-*-*-*- For full access to all of our updates and in-depth research reports, become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. *-*-*- Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

As enterprises scale their AI initiatives, leaders face mounting challenges in balancing compute demands, sustainability goals, and hybrid cloud strategies. Many organizations rush to secure GPUs and cloud resources without accounting for hidden costs, data bottlenecks, and sustainability trade-offs. In this episode of the AI in Business podcast, Emerj Editorial Director Matthew DeMello speaks with Jason Hardy, Chief Technology Officer of AI at Hitachi Vantara, about the realities of scaling AI infrastructure at the enterprise level. Want to share your AI adoption story with executive peers? Hitachi Vantara is a wholly owned subsidiary of Hitachi, Ltd. that provides data infrastructure foundations that help leading innovators manage and leverage their data at scale. Through data storage, infrastructure systems, cloud management and digital expertise, the company helps customers build the foundation for sustainable business growth. To learn more, visit www.hitachivantara.com. Click emerj.com/expert2 for more information and to be a potential future guest on the ‘AI in Business' podcast! If you've enjoyed or benefited from some of the insights of this episode, consider leaving us a five-star review on Apple Podcasts, and let us know what you learned, found helpful, or liked most about this show! This episode is sponsored by Hitachi Vantara. Learn how brands work with Emerj and other Emerj Media options at emerj.com/ad1.

Artificial intelligence is changing the data center industry faster than anyone anticipated. Every new wave of AI hardware pushes power, density, and cooling requirements to levels once thought impossible — and operators are scrambling to keep pace. In this episode of the Data Center Frontier Show, Schneider Electric's Steven Carlini joins us to unpack what it really means to build infrastructure for the AI era. Carlini explains how the conversation around density has shifted in just a year: “Last year, everyone was talking about the one-megawatt rack. Now densities are approaching 1.5 megawatts. It's moving that fast, and the infrastructure has to keep up.” These rapid leaps in scale aren't just about racks and GPUs. They represent a fundamental change in how data centers are designed, cooled, and powered. The discussion dives into the new imperatives for AI-ready facilities: Power planning that anticipates explosive growth in compute demand. Liquid and hybrid cooling systems capable of handling extreme densities. Modularity and prefabrication to shorten build times and adapt to shifting hardware generations. Sustainability and responsible design that balance innovation with environmental impact. Carlini emphasizes that operators can't treat these as optional upgrades. Flexibility, efficiency, and sustainability are now prerequisites for competitiveness in the AI era. Looking beyond hardware, Carlini highlights the diversity of AI workloads — from generative models to autonomous agents — that will drive future requirements. Each class of workload comes with different power and latency demands, and data center operators will need to build adaptable platforms to accommodate them. At the Data Center Frontier Trends Summit last week, Carlini expanded further on these themes, offering insights into how the industry can harness AI “for good” — designing infrastructure that supports innovation while aligning with global sustainability goals. His message was clear: the choices operators make now will shape not just business outcomes, but the broader environmental and social impact of the AI revolution. This episode offers listeners a rare inside look at the technical, operational, and strategic forces shaping tomorrow's data centers. Whether it's retrofitting legacy facilities, deploying modular edge sites, or planning new greenfield campuses, the challenge is the same: prepare for a future where compute density and power requirements continue to skyrocket. If you want to understand how the world's digital infrastructure is evolving to meet the demands of AI, this conversation with Steven Carlini is essential listening.  

Tony: -Big N being weird: https://www.ign.com/articles/nintendo-reportedly-almost-discouraging-switch-2-development-as-studios-told-to-launch-games-on-switch-1-and-rely-on-backwards-compatibility-instead -An old friend re-emerges: https://wccftech.com/acclaim-announces-playacclaim-showcase/ -Xbox Ally X 1st impressions:  https://www.windowscentral.com/hardware/handheld-gaming-pc/hands-on-with-the-xbox-ally-gamescom-2025 -Analogue 3D delayed again: Analogue 3D gets yet another delay to later in 2025 Jarron: -PC Shader Stutter sounds like it could be fixed!! Microsoft is working on a fix for PC shader stutter -Framework has upgradeable GPUs in a laptop! Framework is now selling the first gaming laptop that lets you easily upgrade its GPU — with Nvidia's blessing -PS5 prices are going up: Sony is raising PS5 prices, starting tomorrow -Xbox Ally launches October 16th Microsoft and Asus' new Xbox Ally handhelds launch on October 16th Owen: -Immediately clicked the link because of the name of this game, but actually looks like fun and I'm gonna watch for it to be released. https://steamdb.info/app/3717830/ -Apparently a ton of indie game devs are delaying launch do to Silk Song https://aftermath.site/silksong-indie-delays A Little Witch in the Woods Baby Steps DemonSchool Aeterna Lucis CloverPit Stomp and the Sword of Miracles Lando: -Silksong is out September 4 Hollow Knight: Silksong will be out on September 4 -Indie devs are delaying games for Silksong https://aftermath.site/silksong-indie-delays  -Why silksong took so long https://www.bloomberg.com/news/newsletters/2025-08-21/why-silksong-team-cherry-s-sequel-to-hollow-knight-took-so-long-to-make

AI training isn't just about GPUs, it's about the network that ties them together. Host Phil Gervasi sits down with Vijay Vusirikala to unpack why job completion time is the true metric of success, how optical interconnects shape AI datacenter performance, and why power efficiency and observability are becoming mission-critical.

Framework's new laptop lets users swap GPUs for the first time, and Gemini's new image generation tool is bananas!Starring Jason Howell and Tom Merritt.Links to stories in this episode can be found here. Hosted on Acast. See acast.com/privacy for more information.

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AGNTCY - Unlock agents at scale with an open Internet of Agents. Visit https://agntcy.org/ and add your support. In this episode of Eye on AI, we sit down with Leon Song, VP of Research at Together AI, to explore how open-source models and cutting-edge infrastructure are reshaping the AI landscape.    From speculative decoding to FlashAttention and RedPajama, Leon shares how Together AI is building one of the fastest, most cost-efficient AI clouds—helping enterprises fine-tune, deploy, and scale open-source models at the level of GPT-4 and beyond.   We dive into Leon's journey from leading DeepSpeed and AI for Science at Microsoft to driving system-level innovation at Together AI. Topics include: The future of open-source vs. closed-source AI models Breakthroughs in speculative decoding for faster inference How Together AI's cloud platform empowers enterprises with data sovereignty and model ownership Why open-source models like DeepSeek R1 and Llama 4 are now rivaling proprietary systems The role of GPUs vs. ASIC accelerators in scaling AI infrastructure   Whether you're an AI researcher, enterprise leader, or curious about where generative AI is heading, this conversation reveals the technology and strategy behind one of the most important players in the open-source AI movement. Stay Updated: Craig Smith on X:https://x.com/craigss Eye on A.I. on X: https://x.com/EyeOn_AI

Are GPUs being smuggled into China? Nvidia says no. But Steve Burke, editor in chief of Gamer Nexus, has traced out the entire smuggling chain in an epic three-hour YouTube documentary. He filmed another three-hour documentary exploring the impact of tariffs on America's supply chain ecosystem. In today's conversation, we discuss… Steve's investigative process, including how he found people in mainland China willing to speak on the record about black market GPUs, The magnitude of smuggling, weaknesses in enforcement, and crudeness of US restrictions, China's role in manufacturing the GPUs they aren't allowed to buy, How Gamers Nexus monetizes content, What it takes to stand up to Nvidia as an independent journalist. Check out ChinaTalk's previous work on the history of Nvidia here. As of August 21st, YouTube has removed the full documentary. Gamers Nexus is working on getting the video back on YouTube, but you can watch it here in the meantime. Outro music: Jim and Jesse - Ballad of Thunder Road (YouTube Link) Learn more about your ad choices. Visit megaphone.fm/adchoices

Haseeb Budhani (@haseebbudhani, CEO @rafaysystemsinc) discusses the evolution from traditional DevOps to platform engineering and what "Enterprise Ready" Kubernetes looks like in 2025. We explore AI workloads running on Kubernetes and how modern orchestration solutions can transform teams from bottlenecks into enablers. We also cover the security considerations for GPU-enabled AI workloads and balancing developer self-service capabilities with proper governance and control.SHOW: 950SHOW TRANSCRIPT: The Cloudcast #950 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS"SPONSORS:[DoIT] Visit doit.com (that's d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.SHOW NOTES:Rafay websiteTopic 1 - Welcome to the show, Haseeb. Give everyone a quick introduction.Topic 2 - Let's start by talking about the evolution of Kubernetes as a platform. You've said and we've talked about on this show for some time how Kubernetes is more of a platform to run platforms. We've also seen trends in the industry and shifts in what it means to be DevOps or Platform Engineering in recent years. You've positioned Rafay as a Kubernetes Operations Platform that's now evolved into a Cloud Automation Platform. How do you define the difference between Kubernetes management and true platform engineering?Topic 3 - What does “Enterprise Ready” Kubernetes look like in 2025?Topic 4 - Let's flip over to AI/ML and GPUs with Kubernetes for a bit. Many developers and data scientists aren't aware of the underlying platform they run on. I saw a stat recently that about 95% of AI runs on Kubernetes, either on-prem or in the cloud. Despite this, Platform teams are often stuck doing manual GPU provisioning, which doesn't scale with AI adoption. How do modern GPU orchestration solutions change the platform team's role?Topic 5 - With GPU workloads often handling sensitive data and AI models, security becomes even more critical. How should organizations approach security and compliance in their GPU-enabled Kubernetes operations?Topic 6 - "Most developers don't want to write YAML or manage clusters — they just want to ship software." How do you balance giving developers the self-service capabilities they want while maintaining the control and governance that platform teams need?FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

Python's data stack is getting a serious GPU turbo boost. In this episode, Ben Zaitlen from NVIDIA joins us to unpack RAPIDS, the open source toolkit that lets pandas, scikit-learn, Spark, Polars, and even NetworkX execute on GPUs. We trace the project's origin and why NVIDIA built it in the open, then dig into the pieces that matter in practice: cuDF for DataFrames, cuML for ML, cuGraph for graphs, cuXfilter for dashboards, and friends like cuSpatial and cuSignal. We talk real speedups, how the pandas accelerator works without a rewrite, and what becomes possible when jobs that used to take hours finish in minutes. You'll hear strategies for datasets bigger than GPU memory, scaling out with Dask or Ray, Spark acceleration, and the growing role of vector search with cuVS for AI workloads. If you know the CPU tools, this is your on-ramp to the same APIs at GPU speed. Episode sponsors Posit Talk Python Courses Links from the show RAPIDS: github.com/rapidsai Example notebooks showing drop-in accelerators: github.com Benjamin Zaitlen - LinkedIn: linkedin.com RAPIDS Deployment Guide (Stable): docs.rapids.ai RAPIDS cuDF API Docs (Stable): docs.rapids.ai Asianometry YouTube Video: youtube.com cuDF pandas Accelerator (Stable): docs.rapids.ai Watch this episode on YouTube: youtube.com Episode #516 deep-dive: talkpython.fm/516 Episode transcripts: talkpython.fm Developer Rap Theme Song: Served in a Flask: talkpython.fm/flasksong --- Stay in touch with us --- Subscribe to Talk Python on YouTube: youtube.com Talk Python on Bluesky: @talkpython.fm at bsky.app Talk Python on Mastodon: talkpython Michael on Bluesky: @mkennedy.codes at bsky.app Michael on Mastodon: mkennedy

Today's show:We're back with two insightful new TWiST founder interviews.First up: Dean Leitersdorf of Decart tells us about squeezing maximum productivity out of your GPUs. But it's not all talk: he also shows us the incredible open world model that can magically transform live footage.THEN! Jason and Alex chat with Syncere AI founder Aaron Tan about Lume, his robotic lamp device that went viral for folding laundry. Hear why Aaron thinks the future of robotics is not necessarily humanoid, and all about his future plans for the Lume arms.Timestamps:(0:00) Alex introduces our TwiST 500 interviews(02:27) TWiST 500 Interview #1: Dean Leitersdorf, CEO and Founder of Decart(04:37) Setting out to build a “kilo-corn,” a trillion dollar company(06:27) How making AI much faster opens up a world of new opportunities(09:48) OpenPhone - Streamline and scale your customer communications with OpenPhone. Get 20% off your first 6 months at https://www.openphone.com/twist⁠(11:00) Why Dean thinks chatbots are the interface of the future(17:24) How Decart builds and trains its models more efficiently (and for less money)(20:01) Netsuite - Download the ebook CFO's Guide to AI and Machine Learning for free at https://www.netsuite.com/twist(21:14) Show Continues…(24:36) Interview #2: Aaron Tan of Syncere AI(25:13) Behind-the-scenes of that viral Lume “robot lamp folding laundry” video(30:23) Stripe Startups - Stripe Startups offers early-stage, venture-backed startups access to Stripe fee credits and more. Apply today on stripe.com/startups.(31:25) Moving beyond laundry: what else these Lume robots do?Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:(09:48) OpenPhone - Streamline and scale your customer communications with OpenPhone. Get 20% off your first 6 months at https://www.openphone.com/twist⁠(20:01) Netsuite - Download the ebook CFO's Guide to AI and Machine Learning for free at https://www.netsuite.com/twist(30:23) Stripe Startups - Stripe Startups offers early-stage, venture-backed startups access to Stripe fee credits and more. Apply today on stripe.com/startups.Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

Episode Description:Hosted by James Altucher (serial entrepreneur, bestselling author of "Choose Yourself," podcaster, hedge fund manager, chess master, and investor in over 20 companies, with expertise in crypto and AI) and Joseph Jacks (founder and general partner of OSS Capital, the world's first VC firm dedicated to commercial open-source software; early-stage investor in AI and open-source tech, previously Entrepreneur-in-Residence at Quantum Corporation).In the premiere episode, James and Joe explore Bittensor's decentralized AI ecosystem, contrasting it with centralized giants like xAI's Grok 4. They discuss subnets providing GPUs, datasets, and models; proof-of-useful-work mining; building custom AI agents; and Bittensor's potential to outpace Big Tech in achieving superintelligence.Plus, tokenomics, real-world apps, capitalism parallels, and bold predictions on TAO's future value.Key Timestamps & Topics:00:00:00 - Intro: Podcast overview, AI/crypto news (Grok 4, Bitcoin ATH), centralized vs. decentralized AI.00:09:00 - Proof of Useful Work: Mining datasets, models, inference on Bittensor.00:10:00 - Subnet Deep Dives: Dataverse (13) for data scraping; building trading models.00:16:00 - Chutes (64): Cheap AI inference, e.g., Bible chatbot at 1/50th OpenAI cost.00:23:00 - Agentic AI: Building owned agents, avoiding Big Tech biases/control.00:28:00 - Scaling & Future: Decentralization's infinite potential; Bitcoin compute parallels.00:33:00 - Superintelligence Path: Bittensor faster than Elon; energy/chip challenges.00:34:00 - Bittensor's Early Stage: Like 1990s internet, needs better user interfaces.00:38:00 - Chutes Economics: 10T+ tokens served, 4.4K H100 GPUs, user growth.00:50:00 - Valuation & Growth: Subnets as companies; TAO potentially 5-10x Bitcoin.01:02:00 - Bittensor as Pure Capitalism: Incentives for supply/demand; upgrading equity models.01:09:00 - Centralization Risks: Elon/Meta control; Bittensor's global solution.01:13:00 - Wrap-Up: Teasing future episodes on subnets, AI ventures.Key Takeaways:Bittensor incentivizes ~20-100K GPUs permissionlessly, rivaling xAI at zero CapEx.Subnets like Chutes (inference) and Dataverse (data) enable cheap, owned AI models for anyone.Decentralization democratizes AI talent/compute, potentially building AGI faster than centralized efforts.Quote: "Bittensor is the most expressive language of value in the history of languages of value." – Joseph JacksResources & Links:Bittensor Official: bittensor.comTaostats (Explorer/TAO App): taostats.ioSubnet 64 (Chutes): taostats.io/subnets/64Subnet 13 (Dataverse): macrocosmos.ai/sn13Akash Network: akash.networkxAI: x.aiFollow Hosts: @jaltucher & @josephjacks_ on XSubscribe for more on Bittensor subnets, AI building, and crypto trends! Leave a review and share your thoughts. #TheTaoPod #Bittensor #DecentralizedAI #TAOToday's Advertisers:Secure your online data TODAY by visiting ExpressVPN.com/ALTUCHERElevate your workspace with UPLIFT Desk. Go to https://upliftdesk.com/james for a special offer exclusive to our audience.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Two Chinese nationals are arrested for allegedly exporting sensitive Nvidia AI chips. A critical security flaw has been discovered in Microsoft's new NLWeb protocol. Vulnerabilities in Dell laptop firmware could let attackers bypass Windows logins and install malware. Trend Micro warns of an actively exploited remote code execution flaw in its endpoint security platform. Google confirms a data breach involving one of its Salesforce databases. A lack of MFA leaves a Canadian city on the hook for ransomware recovery costs. Nvidia's CSO denies the need for backdoors or kill switches in the company's GPUs. CISA flags multiple critical vulnerabilities in Tigo Energy's Cloud Connect Advanced (CCA) platform. DHS grants funding cuts off the MS-ISAC. Helicopter parenting officially hits the footwear aisle. 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 Sarah Powazek from UC Berkeley's Center for Long-Term Cybersecurity (CLTC) discussing her proposed nationwide roadmap to scale cyber defense for community organizations. Black Hat Women on the street Live from Black Hat USA 2025, it's a special “Women on the Street” segment with Halcyon's Cynthia Kaiser, SVP Ransomware Research Center, and CISO Stacey Cameron. Hear what's happening on the ground and what's top of mind in cybersecurity this year. Selected Reading Two Arrested in the US for Illegally Exporting Microchips Used in AI Applications to China (TechNadu) Microsoft's plan to fix the web with AI has already hit an embarrassing security flaw  (The Verge) ReVault flaws let hackers bypass Windows login on Dell laptops (Bleeping Computer) Trend Micro warns of Apex One zero-day exploited in attacks (Bleeping Computer) Google says hackers stole its customers' data in a breach of its Salesforce database (TechCrunch) Hamilton taxpayers on the hook for full $18.3M cyberattack repair bill after insurance claim denied (CP24) Nvidia rejects US demand for backdoors in AI chips (The Verge) Critical vulnerabilities reported in Tigo Energy Cloud connect advanced solar management platform (Beyond Machines) New state, local cyber grant rules prohibit spending on MS-ISAC (StateScoop) Skechers skewered for adding secret Apple AirTag compartment to kids' sneakers — have we reached peak obsessive parenting? (NY Post) Audience Survey Complete our annual audience survey before August 31. Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at cyberwire@n2k.com to request more info. 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