Podcasts about moonshots

A full forensic timeline. Brady traced it end to end: a 2018 MicroPython software fallback sat harmless for three years until March 2021, when Coinkite moved to Bitcoin Core's math library and silently bound seed generation to that fallback. Lopp notes the bug lived in the build system, not the main code. Firmware 4.0.0 is the dividing line. Shipped March 17, 2021. Seeds generated before roughly March 1 are fine, and MK3 releases 3.2.1 and 3.2.2 were the last safe ones. Every default seed after that was weak. It was flagged in 2021 and dismissed. Four months after the bad firmware shipped, someone publicly raised Coldcard entropy concerns. NVK's reply called it FUD and demanded a line in the code. That post is deleted; an archived screenshot survives. The scope widened over the weekend. Coinkite added MK2 alongside MK3 and MK4, and confirmed Q and MK5 at roughly 72 bits rather than the expected 128. Independent analysis put the MK4 class nearer 50 to 60 bits in practice. Dice rolls and passphrases do not cover everything. Nine other Coldcard features draw from the same broken generator, including message signing and deriving keys for other purposes. BTC Sessions confirmed an MK4 with a one-word passphrase was drained. Scale, and Cory's proportion. Roughly 1,300 Bitcoin total, 594 in the first wave, with Chainalysis showing the highest-balance wallets targeted first. Cory noted centralized exchanges and lenders have lost about a thousand times more. The chip-ID recovery hope is gone. Holders were told earlier in the week to keep their devices because a chip signature might prove ownership. Brady reported that has since been shown not to work as hoped, narrowing recovery further. Vendor indictment or self-custody indictment? An audience question that framed the hour. Brady argued it is a challenge to upgrade toward multi-vendor multisig rather than a verdict on self-custody. One listener pushed back that the indictment already landed. Joe Nakamoto from Europe. He found almost nobody in his circle affected, since Coldcard's loudest advocates were largely American and circular economies mostly run on Lightning. Bloomberg was the only genuinely mainstream outlet, and its coverage was fair. Open source, and the AI asymmetry. Researchers keep reaching for Moonshot's open-weight Kimi K3 because US frontier models refuse legitimate security work. Rob Hamilton's decentralized effort to pentest Bitcoin repos received grant funding during the show.

Are we in an AI bubble? Does it matter that Chinese AI firms are banned from using American chips? How big is the chance of an AI crash? Can an AI business survive without energy generation capabilities? Azeem Azhar – the founder of the leading research platform Exponential View – joins us to tell us about his report on the state of the AI economy. Plus, Robert and Steph find out what Azeem learnt about AI from a visit to a Chinese night club with the Moonshot gang. The Rest is Money is brought to you by Octopus Energy, Britain's smart energy pioneer. This episode is brought to you by Accenture. https://Accenture.com/Spotify-UK Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠the⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠restismoney@goalhanger.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@TheRestIsMoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@TheRestIsMoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@RestIsMoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Advertise with us: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Partnerships@goalhanger.com⁠ For more Goalhanger Podcasts, head to ⁠www.goalhanger.com⁠ Video Editor: Dylan Bonham Producer: Isabelle Bougeard Exec Producers: Chris Sawyer and Tom Whiter Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ep 298 Peacewarts Lab 8-1-26: Human Being vs. Human Longing (The Longevity Obsession) In today's Peacewarts Lab, Avis shares reflections on end-of-life planning, a peace meditation practice, and a narrated performance piece exploring the difference between chasing biological immortality and living deeply in the present. In This Episode: End-of-Life Planning: Avis shares personal thoughts and insights from working through her own end-of-life plan this past week, emphasizing the peace that comes with clarity and preparation. Meditation Practices: Attaching Peace to Divine Principles: Pairing peace with universal concepts like Love, Harmony, Freedom, Grace, Infinite, Beauty, Peace, Power, Eternal, Abundance, Joy, Creativity, Order, Wholeness, and Eternal. Attaching Peace to the Natural World: Grounding presence in daily life by seeing peace leaves, peace birds, peace daughter, and peace son. Podcast Reflections: Thoughts on the Moonshot podcast, Alex Wissner-Gross's perspective on animal rights, and Peter Diamandis's focus on extreme longevity. Featured Performance Piece: Human Being versus Human Longing - An essay examining the longevity obsession, the wisdom of accepting our natural limits, and why the ultimate path to true human longevity is building a world of global peace. Links & Resources Mentioned: Full Circle of Living and Dying Resources page:https://www.fullcirclelivingdyingcollective.com/advance-directives-dementia-five-wishes.html Join the Community / Get the Books:AvisKalfsbeek.com Podcast Music: ElevenLabs by Avis Kalfsbeek

In this episode we turn to one of the most dramatic, psychologically revealing, and culturally resonant episodes in the short but extraordinarily volatile history of cryptocurrency: the 2022 Crypto Winter and the spectacular, almost cinematic collapse of FTX in November 2022.

As Nic takes over the sound board, special guest Emma Knapik returns to the show to discuss with the guys about Missed the Boat Theatre's most ambitious (and most statistically insignificant) project yet.If you would like to support or get involved with Missed the Boat Theatre, please check out https://missedtheboattheatre.com/ to see what they're up to next or audition for their next project!Recorded 7/27/2026

USA har satsat biljoner på att leda och dominera AI-utvecklingen. Men Kinas taktik med öppna och billiga AI-alternativ smular sönder de amerikanska techbolagens modell. Lyssna på alla avsnitt i Sveriges Radios app. Börsras – och börsrus Techaktierna har både rusat och rasat i veckan, efter att storbolag som Microsoft, Meta, Alphabet och Apple redovisat sina kvartalsresultat. ”Marknaden vill se att de gigantiska investeringarna ger effekt”, säger Henrik Ek, teknikjournalist på Dagens industri. Stora AI-investeringar”USA:s mål är att dominera framtiden och vara den ledande AI-supermakten”, säger Donald Trump. Amerikanska bolag har investerat enorma summor pengar i AI-utbyggnad och datahallar och Vita huset har infört hårdra restriktioner när det gäller bland annat datachip för att hålla Kina på avstånd. Kinesiska Kimi K3 från Moonshot skakar omMen nu börjar Kina komma ikapp på en rad områden. Man försöker göra sig oberoende av västerländsk chiptillverkning och satsar stort på öppna och billiga AI-modeller, som slår undan benen för den strategi som bland annat amerikanska OpenAI och Anthropic lutar sig mot. ”Den amerikanska ekonomin är otroligt rädd för det som pågår”, säger Christian Landgren, vd för Berget AI. ”Nu kommer Kina och omkullkastar affärsmodellen”. Stora möjligheter och stora riskerDe nya öppna modellerna innebär att bland annat europeiska bolag kan kapa beroendet av USA och behålla sin data på hemmaplan. Samtidigt finns det stora orosmoln. ”Det finns risker med öppna modeller. Illasinnade aktörer kan ta bort spärrar och börja använda dem för cyberattacker, olaglig pornografi eller för att sprida desinformation”, säger AI-experten Johan Falk. ”Dagens modeller ligger också på gränsen till att kunna skapa biovapen och vi kan inte utesluta att nästa generations AI-modeller kommer att klara av det”.Programledare och producent:Hanna MalmodinMedverkande och röster i programmet:Johan Falk, AI-expert och föreläsareHenrik Ek, teknikjournalist Dagens industriChristian Landgren, grundare Berget AICarl-Henrik Söderberg, sparekonom NordnetDonald Trump, president USANicholas Carlini, forskare Anthropicekonomiekotextra@sverigesradio.se

Det pågår en intensiv kapprustning mellan de amerikanska och de kinesiska ai-företagen. I USA har Open AI och Anthropic satsat på stängda ai-modeller som de driftar i egen regi. De ledande kinesiska företagen har tvärtemot satsat på så kallade öppenviktsmodeller, det vill säga ai-modeller som även kan driftas av andra tjänsteleverantörer. Hittills har de amerikanska företagen burit ledartröjan. Nu börjar de kinesiska konkurrenterna komma i kapp. Kimi K3, den senaste öppenviktsmodellen från Moonshot, ligger bara en generation efter de amerikanska toppmodellerna, åtminstone när det handlar om programmering. Frågan är vad som händer när öppenviktsmodellerna blir lika bra på att hitta sårbarheter som Anthropics rubrikskapande Mythos-modell. Brittiska AISI (AI Security Institute) har redan hunnit utvärdera Kimi K3-modellens cybersäkerhetsförmågor. Deras tester visar att Kimi K3 presterar betydligt sämre än de senaste amerikanska toppmodellerna. Kimi K3 lyckades dock lösa AISI:s test ”The Last Ones”. Det är anmärkningsvärt eftersom det bara var tre månader sedan Mythos-modellen blev den första ai-modell i världen som lyckades lösa uppgiften. Open AI och Anthropic har genom sina respektive inbjudningsprogram gett utvalda organisationer exklusiv tillgång till de kraftfullaste modellerna. Ai-företagen har också begränsat hur deras allmänt tillgängliga modeller svarar på frågor som berör cybersäkerhet. Motsvarande begränsningar går inte att införa för öppenviktsmodeller eftersom de kan driftas av vem som helst. Men kraftfulla öppenviktsmodeller behöver inte bara vara negativt för världens cyberförsvar. Tvärtom. Tillgången till öppenviktsmodeller kan bidra till att stärka cybersäkerheten. Det skriver flera av världens största företag i ett öppet brev som tycks vara adresserat till Vita huset. Till och med de amerikanska jättarna Google, Microsoft och Open AI har signerat brevet. Anthropics underskrift lyser däremot med sin frånvaro. I veckans poddavsnitt pratar Peter och Nikka om ai-kapprustningen mellan USA och Kina. Podduon pratar också om Googles nya selfie-inloggningsmetod för att återfå förlorad åtkomst till Google-konton. Nikka varnar återigen för sökresultatsliknande annonser som sprider skadeprogram. Varningen blir extra relevant eftersom Anthropic har upprepat ett av Googles misstag, vilket underlättar för angripare som vill sprida skadeprogram från Anthropics riktiga domän. Se fullständiga shownotes på https://go.nikkasystems.com/podd362.

Full show notes and transcript  - https://bit.ly/4w3ZEueWatch on YouTube - https://youtu.be/UtfypSwBCGw-----Episode Summary:Dara and Matthew open on the news: an OpenAI model that escaped its sandbox and hacked Hugging Face and whether that's a frighteningly capable model or just a badly built sandbox, plus GPT-6 and Opus 5 rumours, Google's new Gemini Flash models, Apple suing OpenAI over hardware secrets, Moonshot's Kimi K3, and AI disproving an 87-year-old maths conjecture. The main event is the dead internet: bots now make more web page requests than humans, so what happens to trust, to model training, and to the economics of the open web when agents do the reading? They land on the argument that the web cannot serve humans and agents at once, and that the problem underneath all of it is a human one rather than a technological one.-----About The Measure Pod:The Measure Pod is your go-to fortnightly podcast hosted by seasoned analytics pros. Join Dara Fitzgerald (Co-Founder at Measurelab) & Matthew Hooson (Head of Engineering at Measurelab) as they dive into the world of data, analytics and measurement, with a side of fun.-----If you liked this episode, don't forget to subscribe to The Measure Pod on your favourite podcast platform and leave us a review. Let's make sense of the analytics industry together!

Hey, it's Alex (yeah, I'm finally back from my vacation!) What a freaking week to come back to! Just after our last episode was published, Anthropic releases Opus 5, Jensen joins X and drops the “Open Weights & AI Leadership” open letter, Kimi K3 is released the following Monday beating expectations, and then the AI hack (OpenAI model breaking sandbox and infiltrating HuggingFace) is on everyone's mind, another Open Letter, this time from over 1K employees inside the frontier AI companies all talk about pacing the pace of frontier AI development. We played with Opus 5 and Kimi K3, and had the great pleasure to chat with friends of the pod Elie Bakouch (Prime Intellect) and Philip Kiely (BaseTen) about this important open weights release, then covered our general thoughts on Opus 5, and made order of all the different open letters that came out this week. Finally we chatted with Max from Pangram about the next version of AI writing detection (their biggest yet) and finished with Zuckerbergs (also on X! what's going on with everyone joining X) op-ed on the vision of personal superintelligence for everyone. Let's dive into this (as always, all the links and sources at the end, please don't forget to sub to our podcast on your favorite podcast app!) Open Weights AIKimi K3 the king of open weights - 2.8T chonker MoE near frontier model (X, HF, Blog, Tech report)This has got to be the biggest news of this week, and maybe the open weights AI news since GLM 5.2. MoonShot came back with Kimi K3, and we haven't seen any models quite this large in the open. Even Grok 4.5 is around 1.5T, this model is nearly 2x the size. Coming in at close to 3T parameters (and 2.5terabytes of weights at MXFP4 format), this model comes in very close to frontier! This was such an important release that I invited 2 friends of the pod, Elie Bakouch (prev HuggingFace, now Prime Intellect) and Philip Kiely (Author of Inference Engineering book, BaseTen) to dive deep into what makes this special! Elie's take, from reading the tech report, there's no single secret sauce, it's a combination of already available in the open techniques. Like KDA (Kimi Delta Attention) that has been out for a while, attention residuals, NVIDIA's latent MoEs. The highlight for Elie was the scaling work they did that reported a 2.5x scaling efficiency over Kimi K2.5 (2.5 performance at the same compute)! They also skipped RoPE entirely in favor of NoPE (the report calls it No Positional Encoding) for long context.Serving 1.4TB on eight GB300s (Baseten blog)Philip's team at Baseten was a day-zero provider (we're still working on bringing this model to CW Inference, stay tuned!) so I invited him to tell us behind the scenes of hosting this beast. Philip said that just loading the weights takes about 1.5TB!! of VRAM, and that's before the KV cache allocation + 1M token windows, so they're serving it on 8 GB300s where NVL72 . Baseten worked with the vLLM and SGLang teams on kernels and he also said they contributed patches back upstream! The model was trained with MXFP4, which, unlike Nvidia's own NVFP4 is a more standard format per Philip. I enjoyed his deep dive analysis into the differences, but because of this and because they trained the model with quantization awareness, it's “only” 1.5TB vs the would-be 5-6 TB if that this model in FP16 would demand. One of the more favorite nerd snipes moments, Philip pointed out that his colleague discovered that with over 99% of the usage being cached (think harnesses that send millions of the same cached tokens back and forth), tokenization actually starts to become a bottleneck. So they released a custom “basetenkenizer” that reduces the latency to serve the first token significantly! Great job!The harness in question is very importantOne important callout with 2 evidence pieces - the way you inference this model really matters. Kimi trained K3 with preserving thinking history, so when your harness uses it, it must send back the full thinking and tool use into the API to get the best next response. If your harness strips that out, you're not getting the most intelligence out of Kimi (shoutout to Niels from HF team for pointing this out). Additionally, the Composio folks, tested K3 on 3 harnesses, Kimi Code, Hermes and Claude Code. The difference in outcome was negligible, but the different in cost and number of tokens is definitely surprising! Claude Code (as a harness only) took 9x more Kimi tokens to get the same responses! This is also why Kimi Vendor Verified exists, their own held back benchmark of how well model providers serve Kimi across different quantization, tokenizer and KV cache settings. Benchmarks and the license! Ok let's start with the ugly... this isn't MIT, not remotely. This model is suspiciously served by all providers with exactly the same price (check OpenRouter) and requires inference companies to sign a contract with Kimi (I've no internal knowledge of this except that CW folks are working on it). Not something I particularly like, but hey... we're still advancing the frontier here! Speaking of frontier, this model approaches the frontier very closely. On DeepSWE, K3 sits just behind Fable 5 and GPT-5.6 Sol at 67%, beating GPT-5.5 & Opus 4.8. On Terminal-Bench 2.1 it takes second place behind GPT 5.6 Sol! It's 4th overall on Agentic Arena, with frontend design being genuinely good across the board - 1st on Design Arena

Vy Le and Jessi Brooks trace an AI agent's sandbox escape back to crypto's own fight over open code. Plus, Plume general counsel Salman Banaei on Clarity's knife's-edge vote math. ======================================================== Thank you to our sponsor! ⁠⁠⁠⁠Cape⁠⁠⁠⁠: Your biggest crypto vulnerability isn't your wallet, it's your phone number. Cape is America's privacy-first mobile carrier that rotates your SIM identity daily and blocks SIM swaps before they happen. Get 33% off your first six months at https://cape.co/unchained (use code: UNCHAINED). ======================================================== An AI agent was told to solve a problem inside a sealed sandbox. Instead it found a way out, went to Hugging Face, and took the answer. Jessi Brooks argues that episode, Moonshot's open-weight Kimi K3 release, and Apple's trade secrets suit against OpenAI all rhyme with a fight crypto has been having for years: punish the conduct, not the code. Vy Le pushes back on whether open source can be both the disease and the cure. Then Salman Banaei, General Counsel of Plume and a former SEC and CFTC attorney, joins to map where the Clarity Act's ethics language stands with Ruben Gallego, Thom Tillis, Kirsten Gillibrand, and Adam Schiff, and whether ten Democratic votes exist for cloture. The conversation covers the open-weights export fight, Apple's case against OpenAI, Hester Peirce's new statement on DeFi vaults and onchain lending, and why a new FATF report makes control, not decentralization, the test that matters. Host: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jessi Brooks⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, General Counsel at Ribbit Capital⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vy Le⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Co-host of DEX in the City and General Counsel of Veda Guest: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Salman Banaei - General Counsel of Plume, Former Head of Policy at Uniswap and Chainalysis, and Former SEC and CFTC Attorney Timestamps

DoorDash just got FAA approval to build its own delivery drones — how messy could this get? Plus, Kouri Richins' request for a new trial has been denied. Then, Governor Cox launches a $5 million AI "Moonshot" program in Utah — what does it mean for the state? And with Utah's work-from-home numbers dropping, we want to hear from YOU: did you get sent back to the office?  Also on today's show: Pizza Hut is struggling and betting on nostalgia to save itself (we say bring back the red cups and jukeboxes). Texters chime in on their thoughts.  Just how chaotic are Costco parking lots? Enough to call it “Survivor” for cars? Ford is borrowing Nike's sneaker-drop strategy to sell cars, and we've always known minivans are cool — millennials are finally catching on. In Health Class, new research links Ozempic to an unexpected effect on jobs and spending habits. And for today's AI Question of the Day: are we throwing away perfectly good food too soon? KSL Brightside streams live weekdays 12–3 PM, with a YouTube-exclusive live stream from 12–1 PM and radio plus YouTube from 1–3 PM.   Follow KSL Brightside on social media! YouTube: https://www.youtube.com/@KSLBrightside Facebook: https://www.facebook.com/KSLBrightside Instagram: https://www.instagram.com/KSL_Brightside TikTok: https://www.tiktok.com/@ksl.brightside  

Le « moment Spoutnik » de l'IA : sortie de Kimi K3 Un modèle chinois rivalise avec Claude et GPT-5 pour cinq fois moins d'argent. Ce n'est pas une copie — c'est une menace directe sur les valorisations à mille milliards de dollars construites en quelques années à peine aux États-Unis.La Maison Blanche crie au vol, mais les outils qui font tourner la Silicon Valley utilisent déjà des modèles chinois. La distillation dont on accuse Moonshot, c'est le même processus qui a permis à Cursor de devenir ce qu'il est aujourd'hui.Ce qui bascule, ce n'est pas seulement le leadership technologique. C'est la question de qui a le droit de construire sur quoi et qui protège son oligopole en se cachant derrière la réglementation.===================⏱️ DANS CET ÉPISODE :===================0:00 — Intro0:34 — Kimi K3, le modèle chinois qui défie l'Amérique3:03 — Une architecture innovante et des coûts inédits11:47 — Distillation: voler ou s'inspirer légitimement17:52 — 5 milliards contre 100: le choc de valorisation19:30 — La contrainte comme arme secrète des Chinois22:16 — Les LLM plafonnent26:03 — Jensen Huang contre Washington: la Silicon Valley en révolte34:02 — Kimi K3 s'adresse à qui concrètement=============

In this episode of the ChinaPower Podcast, Ngor Luong joins us to discuss the rapid rise of Chinese startup Moonshot AI's Kimi K3 model, China's open AI strategy, and the implications for U.S.-China competition. Drawing on her recent paper, Two Loops: How China's Open AI Strategy Reinforces Its Industrial Dominance, she examines China's rapidly expanding open AI ecosystem, unpacks the "two loops" framework behind China's AI development strategy, and assesses the implications of the growing global diffusion of Chinese AI models.  Ngor Luong is Senior Policy Analyst on the Technology and Innovation team at the US-China Economic and Security Review Commission. She joined this podcast in her personal capacity and not on behalf of the Commission. 

Vy Le and Jessi Brooks trace an AI agent's sandbox escape back to crypto's own fight over open code. Plus, Plume general counsel Salman Banaei on Clarity's knife's-edge vote math. ======================================================== Thank you to our sponsor! ⁠⁠⁠⁠Cape⁠⁠⁠⁠: Your biggest crypto vulnerability isn't your wallet, it's your phone number. Cape is America's privacy-first mobile carrier that rotates your SIM identity daily and blocks SIM swaps before they happen. Get 33% off your first six months at https://cape.co/unchained (use code: UNCHAINED). ======================================================== An AI agent was told to solve a problem inside a sealed sandbox. Instead it found a way out, went to Hugging Face, and took the answer. Jessi Brooks argues that episode, Moonshot's open-weight Kimi K3 release, and Apple's trade secrets suit against OpenAI all rhyme with a fight crypto has been having for years: punish the conduct, not the code. Vy Le pushes back on whether open source can be both the disease and the cure. Then Salman Banaei, General Counsel of Plume and a former SEC and CFTC attorney, joins to map where the Clarity Act's ethics language stands with Ruben Gallego, Thom Tillis, Kirsten Gillibrand, and Adam Schiff, and whether ten Democratic votes exist for cloture. The conversation covers the open-weights export fight, Apple's case against OpenAI, Hester Peirce's new statement on DeFi vaults and onchain lending, and why a new FATF report makes control, not decentralization, the test that matters. Host: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jessi Brooks⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, General Counsel at Ribbit Capital⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vy Le⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Co-host of DEX in the City and General Counsel of Veda Guest: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Salman Banaei - General Counsel of Plume, Former Head of Policy at Uniswap and Chainalysis, and Former SEC and CFTC Attorney Timestamps

There are two sources of inspiration for this week's interview: one was Rebecca Kutzer-Rice's article “Why and how we automated our flower greenhouses,” which you can read here. And the other is the 40hr Farmer live greenhouse coaching and video course, brought to you by Growing for Market and Orisha greenhouse automation (it's also free for all GFM subscribers by the way- get the code to register from the home page when you log in). Now, The 40hr Farmer is currently an in-depth look at greenhouse tomato growing, but in the future we are going to expand it to other crops.  And since we know Rebecca knows about automating GH flower crops from her article, and that greenhouse flowers can be as profitable if not more so than greenhouse vegetables, we wanted to get her opinion on which flower crops would be most important to cover when we get to flowers. Listen to this interview to hear why Rebecca recommends ranunculus, snapdragons and lisianthus as some of the GH flower crops that might need their own courses, and why growers are so obsessed with their greenhouses. We also talk about the greenhouse set points for these crops, climate settings for reducing disease in flower crops in general, maximizing production, why sometimes it can actually be cheaper and more efficient to grow a crop hotter, and more. Connect With Guest: Website: moonshotfarm.com Instagram: @moonshot_farm Read Rebecca's article from the February 2025 Growing for Market Magazine: Why and how we automated our flower greenhouses Podcast Sponsors: Huge thanks to our podcast sponsors as they make this podcast FREE to everyone with their generous support: Nifty Hoops builds complete gothic high tunnels that are easy to install and built to last.  Their bolt-together construction makes setup straightforward and efficient, whether it's a small backyard hoophouse, or a dozen large production-scale high tunnels- especially through their community build option, where professional builders work alongside your crew, family, or neighbors to build each structure -- usually in a single day.Visit niftyhoops.com to learn more. If you grow for market, you know performance is everything. That's why so many farmers are turning to Burpee's Farmers Market. Dedicated to professional growers, Burpee is now offering non-GMO seeds in larger quantities – bred and selected for standout flavor, strong yields, and the kind of visual appeal your customers crave. Burpee's been doing this for 150 years, and they're still creating new varieties with growers like you in mind. You can check out the full lineup at Burpee.com/FarmersMarket. For more on veg and flower market farming, subscribe to Growing for Market Magazine!

SCHEDULE  JOHN BATCHELOR SHOW, 7-27-26Headline: Signaling Peace Amidst Conflict: The US and Iran Standstill Guest: Ambassador Hussein Haqqani and Bill Roggio Summary: John Batchelor discusses the current tensions between Iran and the United States following a sudden halt in American bombing. Ambassador Haqqani explains that both nations are seeking a diplomatic "off-ramp," though they face severe internal political constraints that prevent either a ground invasion or a total surrender. Bill Roggio adds that while secret talks are likely, reports of depleted US munitions might be influencing the decision to pause military action.Headline: The Threat of Escalation in the Caspian Theater Guest: Ambassador Hussein Haqqani and Bill RoggioSummary: This segment examines the potential for unconventional warfare escalation across Eurasia and the specific risks within the Caspian theater. Haqqani warns that Iran's ability to hold the global economy hostage through the Red Sea and Hormuz Strait creates a complex dilemma for the US. Bill Roggio concurs that limited aerial bombardment is insufficient for regime change and notes that neighboring countries like Kuwait remain hesitant to directly engage for fear of retaliation.Headline: Somalia's Unverifiable Victories: The Death of a Shabaab Founder Guest: Caleb Weiss and Bill RoggioSummary: Somali officials claim the death of Maalim Ibrahim, a co-founder of al-Shabaab and a key military planner who held many executive hats. However, guest Caleb Weiss cautions that such claims often lack third-party verification and may be false. The US is currently threatening to cut funding for the UN mission in Somalia due to a perceived lack of progress against the group and pervasive internal political corruption.Headline: Houthi Blockades and the Siege of Saudi Energy Ports Guest: Bridget Turner and Bill Roggio Summary: Houthi rebels have initiated a maritime blockade against Saudi Arabian ports, causing ship traffic through the Bab el-Mandeb strait to fall to its lowest level in months. While the Houthis cite local grievances, their actions align with Iran's broader strategy to pressure global energy markets. Despite the threat, Saudi Arabia has retaliated by bombing Houthi ports, even as the rebels receive targeting assistance from Iranian spy ships.Headline: High Stakes Diplomacy: Netanyahu's Visit and the Iranian Threat Guest: Malcolm Hoenlein and Thaddeus McCotter Summary: Prime Minister Benjamin Netanyahu travels to Washington to meet with President Trump and attend the funeral of the late Senator Graham. The agenda focuses heavily on Iran's continued aggression, including reports of the "Pickaxe Mountain" facility containing thousands of centrifuges deep underground. Malcolm Hoenlein notes that despite the diplomatic pause, Iran continues to execute young dissidents and sponsor assassination plots in Israel and the United Kingdom.Headline: The Lebanese Pilot Zones: A Fragile Experiment in Peace Guest: Malcolm Hoenlein and Thaddeus McCotterSummary: Lebanon is attempting to establish humanitarian pilot zones where the Lebanese Armed Forces (LAF) replace withdrawing Israeli troops. Critics argue this model mirrors the failed Gaza disengagement, as Hezbollah remains entrenched and unwilling to disarm. Additionally, Hoenlein discusses a recent Ukrainian attack on an Iranian vessel in the Caspian Sea, which signals a dangerous expansion of the regional conflict that may have broader retaliatory implications for the future.Headline: Hezbollah's Surveillance and the Ineffectiveness of the LAF Guest: David Daoud and Bill Roggio Summary: The IDF recently shot down an unarmed Hezbollah drone gathering intelligence over strategic ridges in southern Lebanon. David Daoud highlights that Hezbollah continues to operate freely despite the presence of the Lebanese Armed Forces in pilot zones. The segment questions why Western leaders trust the Lebanese government, given its failure to demand nationwide disarmament and its history of coordinating with Hezbollah to hide military infrastructure from international monitors.FILE 8: Not provided in the sources.Headline: Brazil's Transnational Politics: Lula vs. the Conservative Alliance Guest: Ernesto Araújo and Alejandro Peña Esclusa Summary: President Lula da Silva of Brazil has shifted toward an anti-American stance, aligning himself with "criminal socialism" and the São Paulo Forum. Former Foreign Minister Araújo describes a growing transnational alliance between Donald Trump, Javier Milei, and Flavio Bolsonaro to counter communist penetration in Latin America. The upcoming Brazilian election is seen as a critical battleground for the future of economic freedom and regional stability against organized crime.Headline: The Venezuelan Transition and the Shield of the Americas Guest: Ernesto Araújo and Alejandro Peña EsclusaSummary: Acting Venezuelan President Delcy Rodriguez has received unexpected praise from President Trump, causing concern among opposition members who view her as a gangster. Alejandro Peña Esclusa argues that Rodriguez is a repressive figure and suggests a reconstruction government of experts instead. Meanwhile, Brazil's Flavio Bolsonaro seeks to join the "Shield of the Americas" to combat regional criminal gangs and support a democratic transition in Venezuela.FILE 11: Not provided in the sources.Headline: Iran's Drone Test: Challenging the US Strategic Pause Guest: Edmund Fitton-Brown and Bill RoggioSummary: Following a US suspension of airstrikes, Iran launched drone attacks against Saudi Arabia, Jordan, and Iraq to test the Trump administration's resolve. Edmund Fitton-Brown explains that Iran aims to prove it decides when pauses occur, not the US. The segment warns that without consistent US pressure, Iran could establish a "regional protection racket," leaving Arab states to seek separate accommodations with the bully on the block.Headline: Starship Test 13: Success and Challenges in Reusability Guest: Doug Messier Summary: SpaceX's Starship Test 13 achieved a controlled landing of the spacecraft in the Indian Ocean, though the Super Heavy booster exploded during its Gulf landing. Doug Messier explains that while the mission successfully deployed Starlink satellites, the FAA remains concerned about future overland flights. The ultimate goal is full reusability for NASA's upcoming lunar missions and upgrading the capacity of the Starlink network for laser communications.Headline: Decapitating Hamas: Targeted Strikes in Gaza Guest: Samuel Benner and Bill Roggio Summary: The IDF has conducted targeted strikes against Hamas's internal security commanders, including the head of the police force in central Gaza. Samuel Benner reports that while the upper military echelon has been largely eliminated, Israel is now targeting those responsible for imposing rule on Gazans. Despite these strikes, Hamas continues to control food distribution, effectively using humanitarian aid as a "piggy bank" for the organization.Headline: The Iran War: A Strategy Stuck in Stalemate Guest: Jonathan Schanzer and Bill Roggio Summary: After twelve days of intense US bombing, there is confusion regarding the long-term plan for achieving behavior change in Tehran. Jonathan Schanzer argues that the regime remains ideologically committed to power and is unlikely to offer concessions for money alone. Furthermore, Iran's capability to launch ballistic missiles remains significant, and the IRGC has not yet felt the impression that a total regime collapse is imminent.Headline: The AI Bubble: China's Strategic Intellectual Property Theft Guest: Brandon Ward and Gordon ChangSummary: China is allegedly using stolen American intellectual property to train its artificial intelligence models, such as Moonshot's Kimmy K3. Brandon Ward suggests this is a strategic move to collapse the inflated market value of the American AI sector. Gordon Chang warns that despite export bans, Chinese firms continue to acquire high-end Nvidia chips, complicating US strategic plans and economic dominance while threatening a potential future shooting war.

FILE 16. Headline: The AI Bubble: China's Strategic Intellectual Property Theft Guest: Brandon Ward and Gordon Chang Summary: China is allegedly using stolen American intellectual property to train its artificial intelligence models, such as Moonshot's Kimmy K3. Brandon Ward suggests this is a strategic move to collapse the inflated market value of the American AI sector. Gordon Chang warns that despite export bans, Chinese firms continue to acquire high-end Nvidia chips, complicating US strategic plans and economic dominance while threatening a potential future shooting war.

ESPN's Dan Wetzel, joins the show to take us inside the mess at UNC // Will Christian Gonzalez be signed by the season opener? // How the Celtics can ditch Paul George // Will Drake Maye run more this year? //

durée : 00:04:36 - Les Matins de France Culture - par : Camille Nédellec - La rivalité entre la Chine et les États-Unis pour le leadership de l'intelligence artificielle se joue aussi sur le terrain des personnalités. Entre rock et culture pop, le portrait du fondateur de Moonshot AI illustre une nouvelle stratégie chinoise pour attirer les talents. Vous aimez ce podcast ? Pour écouter tous les épisodes sans limite, rendez-vous sur Radio France

Key TakeawaysAI can either help reduce healthcare inequities or magnify existing bias, depending on how it is designed, trained, governed, and used.Responsible AI requires transparency, representative data, community participation, and clear accountability when tools fail or cause harm.Health equity work cannot be treated as philanthropy; it requires shared ownership across health systems, government, industry, nonprofits, and communities.Health systems must address existing bias in clinical language, protocols, and care delivery before expecting AI to fix systemic problems.Trust is built through transparency, shared power, community partnership, and honest conversations about the harms patients still experience today.ResourcesConnect with Tanisha Sullivan on LinkedIn.Follow Sanofi on LinkedIn and explore their website. Connect with Dr. Chris Pernell on LinkedIn.Follow the NAACP on LinkedIn and explore the website.Connect with Kimberly Wells on LinkedIn.Follow Ascension on LinkedIn and explore their website.

OpenAI files for a trillion-dollar IPO the same week a pre-release model breaches Hugging Face and 42 state attorneys general open a coordinated investigation. Patrick Moorhead and Daniel Newman also break down AMD's hyperscaler CPU numbers from Advancing AI, the Moonshot distillation accusations, a wave of coordinated AI governance moves in Washington, and a stacked earnings slate spanning TSMC, Alphabet, IBM, ServiceNow, and Intel. The handpicked topics for this week are: OpenAI compresses a trillion-dollar IPO filing, a 42-state AG investigation, and a Hugging Face breach into five days: OpenAI and Anthropic both filed S-1 paperwork the same week 42 state attorneys general opened a coordinated investigation into OpenAI's data handling and safety practices, and a pre-release model reportedly breached Hugging Face days later. Moorhead and Newman question the timing, noting a rogue-agent narrative surfacing in the same week as a trillion-dollar valuation push draws obvious scrutiny. (The Decode) AMD's Advancing AI event puts a number on its hyperscaler momentum: Lisa Su confirmed Helios ships at the end of Q3 with volume ramping in Q4, backed by two-gigawatt capacity commitments from Microsoft and Anthropic and a claimed 70 to 75 percent share of hyperscaler CPU deployments. Moorhead points to NVIDIA's multi-layer software stack as the harder barrier AMD still has to close. (The Decode) Washington accuses Moonshot of distilling Anthropic's models days after Xi Jinping's WAIC keynote: Xi launched a 29-country AI cooperation organization at the Shanghai World AI Conference, and US officials Kratsios and Bessent followed with claims that Moonshot's Kimi K3 model shows data overlap with Anthropic's Opus models. Newman points to NVIDIA hardware in the training runs as evidence the distillation question extends beyond software alone. (The Decode) Five layers of government moved on AI oversight in a single week: Congress drafted a breach-response framework in reaction to the Hugging Face incident, the White House's 30-day pre-release review framework nears finalization, and state attorneys general and statehouses continue advancing their own rules in parallel. Moorhead notes nearly two decades of prior Capitol Hill engagement compressed into a single week of coordinated action, with each branch pursuing a different definition of the problem. (The Decode) Chinese open-source models now account for roughly a third of US developer traffic, and Moorhead and Newman take opposite sides on what it means: Moorhead argues enterprises are de-risking away from frontier-lab dependency, pointing to demand for smaller, workflow-specific open models. Newman counters with Vercel data showing those models capture 29 percent of gateway tokens against just 4 percent of revenue, framing the shift as a price discount that enterprise dollars have yet to follow. (The Flip) TSMC sells out CoWoS packaging capacity through 2026 and confirms a 10 percent price increase for 2027: The company posted a record quarter and committed $100 billion to its Arizona expansion on top of the pricing move. Newman calls the sustained capital spending a signal that the broader AI buildout still has runway. (Bulls & Bears) Google Cloud grows 82 percent as Alphabet posts its first-ever negative free cash flow quarter: The company raised its capital expenditure guidance to $195 to $205 billion and beat on revenue and EPS once one-time gains from its SpaceX and Anthropic stakes are excluded. Newman frames the spending as evidence Alphabet is prioritizing long-term AI infrastructure position over near-term cash generation. (Bulls & Bears) IBM misses Q2 revenue at $17.16 billion and cuts its full-year growth guide to 4 to 5 percent: Mainframe revenue fell 42 percent as enterprises redirected budget toward GPU and AI infrastructure purchases. CEO Arvind Krishna says a portion of the delayed deal flow has already resumed into the current quarter, pointing toward a potential rebound. (Bulls & Bears) ServiceNow crosses $1 billion in agentic AI annual contract value and raises its full-year guide: Agentic AI usage in production climbed 9x in nine months, and the company reaffirmed a target of $1.5 billion in AI ACV by year end. Newman points to margin compression from recent acquisitions as the tradeoff behind the platform's push into workflow and security convergence. (Bulls & Bears) NetSuite's new agentic platform, Next, becomes part of Six Five's own back-office stack: Newman and Moorhead both confirmed their companies are testing NetSuite Next for finance and accounting workflows. Newman points to the rollout as evidence that established SaaS platforms are absorbing agentic features directly into existing systems.  Intel posts its fastest revenue growth since 2011 and lifts 2026 capital spending guidance: EPS came in near double consensus estimates, and CFO David Zinsner signaled a significant capex increase for 2027 tied to 14A demand. Moorhead reads the spending signal as confirmation of an anchor customer for the 14A node, ahead of any formal announcement. (Bulls & Bears) Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode. OpenAI's High-Stakes Week: https://www.npr.org/2026/07/23/g-s1-135085/openai-hacking-ai-models AMD's Advancing AI Push: https://blogs.microsoft.com/blog/2026/07/20/microsoft-expands-azure-ai-and-hpc-infrastructure-with-amd/ Moonshot and the Distillation Debate: https://x.com/mkratsios47/status/2079933645888880708 Five Layers of AI Governance: https://www.politico.com/news/2026/07/22/openai-hugging-face-congress-response-01009190 Chinese Open-Source Traffic Debate: https://www.cnbc.com/2026/07/07/chinese-ai-models-costs-us-openai-anthropic.html ; https://wyomingdatacenterfacts.com/2026/07/20/the-quiet-surge-how-chinese-open-weight-models-are-powering-u-s-ai/ TSMC's Pricing Power: https://www.bloomberg.com/news/articles/2026-07-21/tsmc-in-talks-to-raise-prices-by-up-to-10-in-2027-nikkei-says Alphabet's Cash Flow Turn: https://qz.com/alphabet-google-second-quarter-earnings-revenue-cloud-072226 IBM's Mainframe Miss: https://www.cnbc.com/2026/07/22/ibm-q2-earnings-report-2026.html ServiceNow and NetSuite's Agentic Push: https://newsroom.servicenow.com/pressreleases/details/2026/ServiceNow-Reports-Second-Quarter-2026-Financial-Results/default.aspx ; https://www.netsuite.com/portal/home.shtml Intel's Growth Signal: https://www.cnbc.com/2026/07/23/intel-intc-earnings-report-q2-2026.html  

Back in October 2024, Poolside was an early AI star. Cofounded by former Github CTO Jason Warner, the startup had raised $500 million on a $3 billion valuation to build coding agents for governments and large companies. But over the next 18 months, Poolside largely disappeared from view, while OpenAI and Anthropic ballooned to nearly trillion-dollar valuations with a crop of Chinese labs building open source models nipping at their heels.  Now Poolside is back with a new model called Laguna that on public benchmarks beats its American and Chinese open source competition — with the very notable exception of Chinese lab Moonshot's latest AI model, Kimi K3.  "As an American company building for the West, we'll be the most capable open model in the West,” Warner, Poolside's co-CEO and cofounder, tells Forbes. “Globally, in this weight class of the 118 billion parameter model, we are the leader.” Warner claims that the startup spent those 18 months where it went quiet building the infrastructure for a “model building factory” that could pump out Laguna and continue with new and more powerful iterations every five weeks. "The classic notion of model building is an artisanal process…We've built an industrial model-building process,” he says. By Iain Martin, Forbes Staff Learn more about your ad choices. Visit megaphone.fm/adchoices

Stripe was in talks to buy OpenRouter for as much as $10B while still chasing PayPal. Midjourney bought astrology app Co-Star, Meta launched Facebook Verified and a standalone Seller app, and Nvidia and Microsoft defended open-weight AI. Sources: Stripe is in talks to acquire OpenRouter, which helps developers use AI models and could fetch ~$10B; PitchBook: OpenRouter was valued at $1.3B in May (WSJ) Sources: Stripe and Advent's unsolicited $53B PayPal offer, backed by ~$50B in committed bank financing, would create a payments giant processing ~$3.7T annually; PayPal has not responded (Reuters) Midjourney bought astrology app Co-Star, which uses AI to offer personalized advice, in the spring and is building its first standalone image-generation app (Bloomberg) Meta launches Facebook Verified, a free program it says will verify that users are real humans by analyzing a facial recognition selfie and assigning badges (Engadget) Meta launches Seller, a free standalone app version of Facebook Marketplace; Seller includes AI features that scan photos to fill out listings automatically (NYT) Meta, Nvidia, Microsoft, a16z, and others sign a letter defending open-source AI; Jensen Huang, in his first X post, says open models strengthen cybersecurity (The Information) Signatories including Palantir avoid naming China or Moonshot in the open-weight letter, framing it instead around US AI leadership being judged by a strong open ecosystem, not one frontier model (Bloomberg) Longreads Meet All The Middle Aged Women Who Don't Exist: AI-generated wellness influencers, all gorgeous and all "57", are selling NMN supplements to women over 40 (Charlotte's Book) Big US pizza delivery chains are struggling as DoorDash and Uber Eats give independent pizzerias greater market access, erasing the tech moat chains once had (FT) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

The mates discuss Hugging Face breach, Moonshot AI being valued at $20B, and living to 1,759 years old.  Get access to metatrends 10+ years before anyone else - https://qr.diamandis.com/metatrends   Peter H. Diamandis, MD, is the Founder of XPRIZE, Singularity University, ZeroG, and A360 Salim Ismail is the founder of Open ExO, a GP at Exponential Venture Capital/The Organizational Singularity Fund and a sought after global speaker and thought leader. Dave Blundin is the founder & GP of Link Ventures Dr. Alexander Wissner-Gross is a computer scientist and founder of Reified – My companies: Apply to Dave's and my new fund:https://qr.diamandis.com/linkventureslanding      Go to Blitzy to book a free demo and start building today: https://qr.diamandis.com/blitzy   Your body is incredibly good at hiding disease. Schedule a call with Fountain Life to add healthy decades to your life, and to learn more about their Memberships: https://www.fountainlife.com/peter  _ Connect with Peter: X Instagram Substack Website Xprize A360 Connect with Dave: Web X LinkedIn Instagram TikTok Connect with Salim: LinkedIn X New ExO Leap Program Join Salim's 10X Shift Subscribe to Salim's YouTube channel Exponential Venture Capital Connect with Alex Website LinkedIn X Email Substack  Spotify Threads Listen to MOONSHOTS: Apple YouTube – *Recorded on July 23rd, 2026 *The views expressed by me and all guests are personal opinions and do not constitute Financial, Medical, or Legal advice. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week, we discuss Bun's move to Rust, OpenAI hunting for revenue, and Stripe's bid for PayPal. Plus, Coté's Dad wisdom. Watch the YouTube Live Recording of Episode 582 Runner-up Titles Turn off my dog Dad Wisdom Amazon subscription and let it fly Dad box Talking about modernization Skin in the game The ivory tower of “Things Actually Work in the Real World” Business fortnight No SegwaysBanking works everywhere else in the world, not America Rundown Rewriting Bun in Rust OpenAI OpenAI's No. 2 Executive to Step Down in Latest Leadership Shake-up OpenAI's Chief Futurist Is Leaving the Company AI Devices Are Coming. Will Your Favorite Apps Be Along for the Ride? OpenAI Executive Kevin Weil Is Leaving the Company OpenAI power consolidates under co-founder Greg Brockman ahead of prospective IPO Barret Zoph is out at OpenAI again after just five months Apple sues OpenAI, accuses ex-employees of stealing trade secrets OpenAI Appears to Be Missing Its Sales Goals by a Vast Margin Stripe, Advent make $53 billion takeover offer for PayPal, sending stock soaring Relevant to your Interests SpaceX, AI Bubble Fears, and The Age of the Trillion-Dollar, Zero-Profit Company Microsoft Frontier Company: AI engineering that amplifies and protects your intelligence Building a CLI for all of Cloudflare California founder fired for ignoring his company's own return-to-office mandate Samsung chip division's single-year profits beat its past 40 years of profits, combined Did a lottery winner become "the company of the future"? Power company hikes data center bills by 30%, cuts residential electricity costs by 1.3% Where AI Works: Slack is the Conversational Interface for Headless AI Salesforce MCP Servers: AI, Data & Analytics for Tableau & Data 360 in Slack IBM and Red Hat launch Lightwell to defend open-source code from AI attacks Infoblox acquires Kentik, adding network observability to its DNS and DDI platform Apple 'Hide My Email' Vulnerability Reveals Peoples' Real Email Addresses House passes bill to make daylight saving time permanent United Airlines' new upsell: Keeping other travelers out of the middle seat Linux creator Linus Torvalds puts foot down on anti-AI comments 1Password now lets Claude sign in to websites without seeing your passwords 1Password and Anthropic Bring Secure Credential Access to Claude forum, an accountable orchestrator for AI agents Google continues its renaming streak by turning NotebookLM to Gemini Notebook 'Pretty revolting': LG's TV are getting huge backlash from users due to installing software What is a micro-retirement? Inside the latest Gen Z trend You paid me, a long-time Linux user, to use Windows 11 exclusively for a month China delivers a one-two punch to America's AI dominance Can Lenovo's World Cup AI Moment Cement Its Enterprise PC Dominance? AI Coding Tools Deliver Speed but Not Business Value Unless Wrapped in Process: China's Moonshot in Talks on Pre-IPO Funds at $50 Billion Value OpenAI and Hugging Face partner to address security incident during model evaluation AI won't fix your broken culture, but you can fix your broken culture Oracle Is Now Down 28% in a Month. Will the 52-Week Low of $132 Hold or Fold? IBM stock craters 23% after issuing second-quarter earnings warning Sheetz is quitting VMware, migrating 11,000 virtual machines Meta in Talks to Lease Computing Power to Anthropic in Potential $10 Billion Deal AWS cloud lead Dave Brown heads to Meta - report - DCD Amazon senior cloud executive departs after 18 years Meta Caps Internal AI Token Spending After Costs Approach Billions in 2026 Meta Compute Launch Sends AI Compute Stocks Tumbling Globally Agentic ransomware for automated database extortion Dark-Moon: Autonomous AI pentesting engine Sponsors Signadot: making sure AI-written code actually works. Nonsense Messi Beats Ronaldo in 2026 World Cup Password Breach Data Rankings United Airlines' new upsell: Keeping other travelers out of the middle seat Yes, you can now order DoorDash from the command line House passes bill to make daylight saving time permanent Listener Feedback Biogen hiring Associate Director, Enterprise Architecture in Triangle, NC Tim releases a font for developers whose close-up vision isn't what it used to be The Java Story | Official Trailer | Full Film Coming July 17th Conferences DevOpsDays Graz, Sept 4-5, 2026 Cloud Foundry Summit, Sept. 21st to 22nd, Heidelberg, Coté speaking. DevOpsDays Rockies, Sept. 22 – 23, 2026, Discount Code: 26DODSWEDEFTALK WeAreDevelopers NA, Sept 23-25, 2026, Discount Code: DEVPOD26 25 Free Tickets DevOpsDays Dallas, Sept 28-29, 2026 DevOpsDays Vilnius, Sep 30 - Oct 1, 2006 DevOpsDays Istanbul, Oct 24th, 2026, Coté keynoting. VMware User Group, Orlando, Oct 20-22, 2026 Cloud Native Denmark, Nov 19th, 2026, Copenhagen, Coté keynoting. SDT News & Community Join our Slack community Email the show: questions@softwaredefinedtalk.com Free stickers: Email your address to stickers@softwaredefinedtalk.com Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky Watch us on: Twitch, YouTube, Instagram, TikTok Book offer: Use code SDT for $20 off "Digital WTF" by Coté Sponsor the show Sponsor more podcasts with Failover Media Recommendations Brandon: entogo — Type a keyword. Go anywhere. 28 Years Later, The Bone Temple Matt: Vacation, not micro-retirement Coté: Wolf Hall books.

The US has long been the world's undisputed leader in AI. Now, that lead looks under threat. Cutting-edge Chinese models such as Kimi K3 are proving almost as capable as leading American models; meanwhile, companies in the US and Europe are turning to cheap, efficient Chinese software from companies including DeepSeek and Z.ai in an attempt to curb high usage costs. As China takes strides – and Beijing considers export controls on its AI models – Soumaya speaks to Kyle Chan, fellow at the Brookings Institution's John L Thornton China Center, to find out more.Subscribe to Soumaya's show on Apple, Spotify, Pocket Casts or wherever you listen.Further reading: Chinese AI start-up Moonshot launches model challenging Anthropic's leadCompanies turn to Chinese AI models to cut costsChina weighs tighter export controls on AI models and chipsPresented by Soumaya Keynes. Produced by Mischa Frankl-Duval. Original music and sound design by Breen Turner. Edwin Lane is the senior producer. Flo Phillips is the FT's head of audio.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Alphabet liefert Zahlen, die staunen lassen. Trotzdem fällt der Kurs. Davor geht es um LinkedIn und das Slopometer, das misst, wie menschlich deine Posts noch sind. OpenAI verdoppelt seine Agenten-Nutzer im Wochentakt, während drei OpenAI-Modelle bei einem Sicherheitstest aus der Sandbox ausbrechen und ausgerechnet ein chinesisches Modell den Schaden eindämmen muss. Der US-Kongress zieht prompt einen Kill-Switch aus der Schublade. Stripe will OpenRouter für zehn Milliarden übernehmen, Moonshot raist schon die nächste Runde. Bei den Earnings: Tesla wächst kräftig, verdient aber weniger, SAP kämpft mit der Cloud-Transformation, und Pip formuliert eine steile Übernahme-Wette. In der Schmuddelecke lobbyieren Anwälte gegen Robotaxis und Zocker wetten bei Polymarket auf Waldbrände. Zum Schluss noch eine Milliardenstrafe aus Brüssel. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Slopometer (00:11:16) OpenAI: 10 Mio. Nutzer (00:16:35) KI-Kill-Switch & Hack (00:22:24) Stripe kauft OpenRouter (00:34:49) Moonshot (00:37:18) Tesla (00:52:37) Alphabet (01:08:11) Reddit (01:11:00) SAP (01:19:54) Trump gegen Forschung (01:21:15) Anwälte gegen Waymo (01:22:26) Polymarket Waldbrände (01:25:08) Zuckerberg Optimismus (01:26:46) Meta StoryKit (01:28:02) Musk-Interview (01:29:58) EU-Strafe für Google (01:31:40) Reiche Startup-Strategie Shownotes OpenAI-Agenten erreichen 10 Mio. Nutzer - bloomberg.com US-Kongress plant KI-Kill-Switch nach OpenAI-Hack - politico.com Modell bricht bei Hugging-Face-Test aus - openai.com Stripe verhandelt Uebernahme von OpenRouter - wsj.com Moonshot zielt auf 50-Mrd.-Bewertung - xcancel.com Reality bites: Tesla und die Musk-Glaeubigen - wsj.com Pips Analyse der Google-Earnings - linkedin.com Spielt Reddit ein gefaehrliches Spiel mit Google? - barrons.com SAP: Cloud waechst, Gewinnprognose gesenkt - wsj.com Trump leitet Forschungsgelder zu KI um - nytimes.com Anwaltslobby gegen autonome Autos - marginalrevolution.com Wetten auf Waldbraende bei Polymarket - derstandard.at Zuckerbergs KI-Optimismus-Kampagne - axios.com Meta testet KI-Kinderbuch-App StoryKit - 9to5mac.com Musk-Interview beim Economist - instagram.com Substack markiert KI-generierte Newsletter - techcrunch.com EU verhaengt 890-Mio.-Strafe gegen Google - ft.com Kritik an Reiches Startup-Strategie - businessinsider.de

This week on Sinica, a rare treat: an in-person recording from Beijing with two dear friends who happen to be two of the very best in the business on technology and China — Samm Sacks and Paul Triolo, fresh off the exhibition floor of the World Artificial Intelligence Conference in Shanghai. We dig into Xi Jinping's first in-person WAIC appearance and his most extensive statement on AI to date, the launch of the World AI Cooperation Organization, Moonshot's release of Kimi K3, the Trump administration's reported push to shut Chinese open-weight models out of the U.S. market, the coming age of agents, the untranslatable problem of ānquán, and what to expect from the first U.S.-China AI dialogue in September.8:51 – The view from the floor: heat, humidity, robot boxing grandmas, WeChat-gated free water, and the "AI+" vibe — why WAIC 2026 felt less like an AI conference than a sector-by-sector snapshot of China's entire economy being supercharged with AI, with attendance swelling to some 200,000 tickets16:32 – Why Xi showed up: what the leader's first in-person WAIC appearance and his most extensive AI statement to date signal, and why domestic drivers matter as much as geopolitics18:01 – Chapter and verse: which phrases from the speech will be put to work in the system — "secure and orderly development" and the governance of agents, and Xi's strikingly extensive language on AI safety after China was frozen out of the Paris process22:26 – The ānquán problem: one word meaning both "safety" and "security," the three buckets of AI risk, and how China's safety community has moved from bias and deepfakes toward CBRN and loss-of-control concerns — Black Mirror versus Star Trek28:14 – Shanghai's baby: how WAIC's ownership structure differs from the CAC-run World Internet Conference in Wuzhen, Chen Jining's very visible host duties, and whether the center of gravity in AI policy is shifting to the Yangtze River Delta30:05 – WAICO: what the new World AI Cooperation Organization with its 29 founding members is actually for, Xi's concrete deliverables for the Global South — 5,000 AI training slots, regional cooperation centers, the MAZU early-warning system — and healthy skepticism about follow-through34:39 – Kimi K3: what's technically significant in Moonshot's big new model, why it's the fourth arguably frontier-class Chinese release in a single month, the two-way traffic in distillation accusations, and what it all says about the state of the frontier gap four years into export controls40:33 – Washington reacts: the reported menu of options for shutting Chinese open-weight models out of the U.S. — entity listings, a draft executive order, supply-chain security authorities — and why none of the tools actually fit the problem49:36 – Strange bedfellows: David Sacks versus the "closed lab duopoly," the FUD strategy, why some 80% of Andreessen Horowitz portfolio companies reportedly run on Chinese open models, and how gating U.S. frontier models while Chinese weights flow freely supercharges the AI sovereignty argument worldwide54:55 – The model is infrastructure, the agent is the product: the ByteDance–ZTE agentic phone, the CAC's new initiative on agent trust and interoperability, and why agents fused into operating systems upend both super-app walled gardens and China's data protection regime1:02:27 – An exegesis of kěkòng: the many meanings of "controllable," the long history of ānquán kěkòng in Chinese tech policy, and the unanswered question of who — CAC, NDRC, or somebody new — actually owns AI safety in either system1:08:54 – The road to September: what to expect from the first U.S.-China AI dialogue, why Mythos tops the Chinese grievance list, the securitization feedback loop that starves trust-and-safety advocates of resources on both sides, and why recursive self-improvement makes this feel like a last, best chancePaying It ForwardPaul nominates Tony Peng, whose Substack RecodeChinaAI offers sharp, well-written analysis of the application side of China's AI industry — part of an impressive new generation of independent China tech writers. Samm gives a shout-out to Professor Zhu Yue of Tongji University Law School, published in Science and doing pioneering work at the intersection of disability law and AI law.RecommendationsSamm: The Land and Its People by David Sedaris — laugh-out-loud funny, especially the "Enough is Enough" chapter; Transcription by Ben Lerner, a perfect small novel about fathers, sons, memory, and technology as enabler or disabler of connection; and Didion and Babitz, on Joan Didion and Eve Babitz and the 1970s California rock scene.Paul: The Party's Interests Come First by Joseph Torigian — dense but beautifully written, and essential for understanding the current Chinese leadership.Kaiser: A fiction-only summer! Stoner by John Williams, a small life told most grandly in some of the most beautiful sentence-level writing anywhere; Gilead by Marilynne Robinson, an epistolary novel dense with distilled wisdom from a dying Iowa minister; and Wang Xiaobo's The Golden Age (黄金时代) in Yan Yan's excellent new translation — bawdy, hilarious, and super Beijing-y despite its Cultural Revolution setting.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week, the White House accused Chinese-owned Moonshot AI of distilling Anthropic's Fable 5 to build their much talked about Kimi K3 model. Zoë, Leah, and Brian break down whether this is a repeat of the DeepSeek moment and what it means for the AI race between the U.S and China. They also get into how the U.S Army — and plenty of Silicon Valley companies — are having to cut back AI usage after burning through their tokens. Plus, we discuss why you should check if you have an alarm that could make your car easier to hack, and how OpenAI briefly lost control of two AI models during a security test.  Articles mentioned in this episode: The White House Is Trying to Figure Out What to Do About Chinese AI | WIRED  OpenAI Models Escaped Containment and Hacked Hugging Face | WIRED  A Device Hidden in Cars Across the US Leaves Them Vulnerable to Hacking and Paralysis. Patch It Now | WIRED System Update Newsletter: The Best of WIRED  Join WIRED's best and brightest on Uncanny Valley as they dissect the collision of tech, politics, finance, and business, from the newest ventures to the effects of inaccurate information from artificial intelligence (AI) chatbots on social protests. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Information's Leo Schwartz talks with TITV Host Akash Pasricha about US chip export investigations into Chinese AI lab Moonshot. We also talk with Neuberger's Dan Flax about Alphabet's growing AI CapEx, Gerber Kawasaki CEO Ross Gerber about Tesla's manufacturing and AI costs and Crypto Reporter Yueqi Yang about Stripe's latest financials. Lastly, we speak with San Francisco Bureau Chief Jason Dean about Anthropic's pre-IPO employee stock plan.Articles discussed on this episode: https://www.theinformation.com/articles/u-s-investigates-chinese-ai-companies-access-chips-amid-moonshot-accusationshttps://www.theinformation.com/articles/anthropic-considers-unusual-plan-employee-stock-sales-goes-publichttps://www.theinformation.com/articles/stripe-minted-3-2-billion-cash-2025-setting-acquisition-huntSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction  00:01 - US Investigates Moonshot AI's Nvidia Chip Use  00:15 - Alphabet & Tesla's AI CapEx Spikes Unnerve Investors  00:38 - Stripe's Financial Secrets & Acquisition Strategy  00:47 - Anthropic's Unusual Pre-IPO Stock Plan for Employees

This week, Jason Howell and Jeff Jarvis unpack a wild security disclosure from OpenAI and Hugging Face, where GPT-5.6 Sol found a zero-day vulnerability, broke out of its sandbox, and hacked Hugging Face's servers to steal the answer key to its own evaluation. They also dig into Moonshot's Kimi K3, the free Chinese model that got so popular it maxed out its own GPU capacity and sent Washington into a policy spiral over whether to panic or compete.Also in this episode: Google's new Gemini Flash models and the still-missing Gemini 3.5 Pro, publishers like USA Today and People Inc. weighing whether to block Google search entirely, Netflix revealing 300 titles used generative AI this year, AI companies buying and destroying millions of old books for training data, Samsung's AI glasses, the Suno hack, 1Password letting Claude log in for you, Thinking Machines' Inkling model, and NotebookLM becoming Gemini Notebook. New episodes every Wednesday at aiinside.show. Note: Time codes subject to change depending on dynamic ad insertion by the distributor. CHAPTERS: 0:00 - Start 0:03:36 - OpenAI says Hugging Face breach caused by one of its models 0:13:42 - Kimi K3: Open Frontier Intelligence 0:16:34 - Moonshot's Kimi AI Model Sets Off Anxiety in the US - Bloomberg 0:20:41 - Top Pentagon official blasts OpenAI's Dean Ball 0:29:36 - US, China to hold AI talks in September, sources say 0:35:15 - Google Ships New Gemini Flash Models, But Pro Is Still Missing 0:35:31 - Google Gemini Launch Delayed as Tech Falls Short of Internal Goals 0:54:03 - Netflix says around 300 titles used generative AI 0:54:27 - Netflix Co-CEO Explains How Gen-AI Was Used in 300 Different Titles: ‘We Believe It Is Going to Enhance Their Abilities' 0:56:45 - AI Companies Are Buying Tons of Old Books Because They're Free of AI Slop 1:01:44 - A closer look at the upcoming Samsung AI glasses 1:03:53 - Hack Reveals Suno AI Music Generator Scraped YouTube, Deezer, and Genius 1:06:06 - 1Password now lets Claude sign in to websites without seeing your passwords 1:07:25 - Thinking Machines: Inkling: Our open-weights model 1:08:48 - Google is renaming NotebookLM to Gemini Notebook Hosts: Jason Howell and Jeff Jarvis Download and subscribe to AI Inside in audio and video: https://aiinside.show/  Support the podcast on Patreon for special perks: https://www.patreon.com/aiinsideshow. You'll get ad-free episodes, members-only Discord, T-shirts and stickers you love, and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bill Cohan joins Peter to make sense of the A.I. and SpaceX hype cycles driving the market's fever pitch. Then Bill breaks down how the war in Iran has sent gas prices climbing—though not as high as many initially feared—and digs into the factors quietly staving off a broader global energy crisis.

July 21, 2026 – Singapore-based macro strategist Laurent Lequeu of The Macro Butler discusses the intensifying US-China AI race following the release of Moonshot's Kimi K3. Lequeu explains why Chinese competition threatens Western AI profitability...

MRKT Matrix - Tuesday, July 21st Dow pops 300 points boosted by earnings; chipmakers rise (CNBC) Bessent says U.S. could sanction China over AI model ‘theft' (CNBC) Greer hints new Trump tariffs coming on dozens of countries: ‘Expect action soon' (CNBC) China's Moonshot in Talks on Pre-IPO Funds at $50 Billion Value (Bloomberg) Top American AI Execs Sound Alarm on Chinese Models (WSJ) Nvidia details its next-generation Vera CPU for AI, setting up challenge to AMD and Intel (CNBC) Google expands Gemini lineup with cheaper models and new Mythos rival (CNBC) Apple to Launch ‘Upgrade' Device Leasing Program With Klarna to Spur Sales (Bloomberg) SpaceX sets earnings date, triggering first lock-up expiration for millions of shares (CNBC) Bets against SpaceX grow to 32% of float as Elon Musk warns short sellers won't survive (CNBC) --- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://riskreversal.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

The episode reveals a fundamental structural shift in AI deployment: the deliberate decoupling of powerful AI capabilities from accountability and human oversight. This is exemplified by incidents such as a former Mayo Clinic safety lead being fired after flagging a hospital AI tool (Maya) with a significant error rate (up to 67%) and the replacement of nurses by AI for administrative tasks at Montefiore. The trend is further driven by the increasing availability of potent, open-source AI models, like Moonshot's Kimik 3.2, which remove the traditional vendor accountability that was once inherent in software delivery. This detachment is fueled by a desire for speed and cost savings, leading to a critical "governance gap" where AI operates without a robust control layer or "harness." A primary development highlighting this shift is the reported issue with OpenAI's GPT 4.56, which allegedly deleted user files, termed an "honest mistake" by the company. This underscores how AI, even from leading developers, can cause operational damage when unsupervised. The episode points out that historically, software delivery included both vendor liability and human oversight as inherent safeguards. However, the move towards commoditized, freely accessible AI models and open-source releases is intentionally eliminating these checks. Enterprises are also rationalizing this by shifting to local AI models, severing ties with vendors who were previously points of accountability. Supporting this central theme, the episode details how the increasing accessibility of advanced AI models, such as Kimik 3.2, means frontier capabilities are no longer confined to major labs. Furthermore, studies indicate that reliance on AI advice can paradoxically reduce human accuracy and increase overconfidence in incorrect outputs, making human review less effective if not properly structured. This suggests that even human oversight, if not independently rigorous, can be compromised by the very AI it's meant to check. The core value is shifting from the AI model itself to the "harness"—the accountable judgment layer that controls and validates AI actions. For MSPs and IT leaders, this structural shift creates significant operational implications. The erosion of vendor accountability and human oversight means the "harness" is often missing, creating a liability vacuum. Clients may deploy AI without adequate checks, leading to potential errors, data loss, and reputational damage. MSPs are presented with an opportunity to address this by becoming the named, accountable "check" or harness provider. This requires shifting client conversations from AI acquisition to AI accountability, mapping existing unsupervised AI deployments, and offering oversight services as a distinct, valuable offering to mitigate risks for clients and ensure trustworthy AI integration. 00:00 AI Went Free, the Checks Didn't  03:59 Forget the Model — Own the Harness 06:45 You Can't Just Watch It Anymore 10:19 Why Do We Care?  Supported by: Pax8

Connect with Early Riders — https://www.earlyriders.com/contactConnect with Onramp — https://onrampbitcoin.com/contact-us/Presented collaboratively by Early Riders & Onramp Media…Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin applications and protocol development.This week Michael, Liam, and Brian break down Moonshot's Kimmy K3 release and what a more open, cheaper Chinese frontier model means for the race against Claude Fable 5 and GPT 5.6, from cyber guardrails and export controls to the Trump administration weighing a ban on Chinese models. They dig into the AI capital markets: Anthropic and DeepSeek's IPO plans, Nous Research's $75 million raise at a $1.5 billion valuation, Gavin Baker's intelligence-per-dollar thesis, Liquid AI, and OpenShip's self-hostable app platform. The guys run through the payments story: the $53 billion Stripe, Advent, and Block bid for PayPal, Visa's new OUSD stablecoin platform, and Amazon Japan's move into a yen-backed stablecoin. They cover a stack of digital asset headlines: IBIT options limits rising to 1 million contracts, Citadel's $400 million investment in Crypto.com at a $20 billion valuation, the ECB's digital euro pilot, Velocity's $38 million Series A, Tether's Genius Act countdown, and Lynn Alden's new Bitcoin-focused PE firm. They close on where the Clarity Act stands, Early Riders' mid-year letter, Onramp's back-to-basics promo, and AI's arrival in film and music.Chapters00:00 - Introduction and Weekly Recap01:26 - Kimmy K3 Release and Open Source AI Models05:43 - Meta-level Analysis of AI Race and AGI08:04 - AI Development: Capabilities and Guardrails09:44 - AI as a Commodity and Data Strategies11:08 - Global AI Race and Export Controls13:13 - US-China AI Power Dynamics16:46 - US Regulatory Posturing and Competition21:55 - US and Chinese AI Model Competition24:58 - AI Infrastructure and Market Share Shifts31:40 - AI and Financial Markets: IPOs and Capital Flows36:29 - Open Source AI Projects and Sovereignty37:16 - Fintech and Payments: Stripe, PayPal, and Crypto49:05 - Digital Asset Headlines: Tether, Stablecoins, and Regulation52:58 - Crypto Market Dynamics and Capital Flows55:25 - Bitcoin and Digital Asset Strategies01:00:16 - AI and Bitcoin: The Future of Capital and Innovation01:12:50 - Closing Remarks and Future OutlookIf you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly: https://www.earlyriders.com/researchKeep up with Michael:https://x.com/MTangumaKeep up with Liam:https://x.com/Lnelson_21Keep up with Brian:https://x.com/BackslashBTC

Listen for the latest from Bloomberg NewsSee omnystudio.com/listener for privacy information.

On today's show Andrew and Bill focus on the arrival of Moonshot's Kimi K3 model and the “DeepSeek 2.0 concerns” among investors and policymakers. Topics include: The incoherent U.S. approach to the open source AI ecosystem, levers the U.S. side could pull to thwart Chinese progress, and why the Trump Administration might be reluctant to take those steps. Then: Xi's keynote address at the World AI conference, China's coherent messaging to the world, questions about infrastructure in the Global South, and the needle the U.S. could thread with open source policy. At the end: Trump's claims of “an unprecedented election security nightmare” at the hands of the PRC, the Connected Vehicle Security Act heads to mark-up this week, Neville Roy Singham is under investigation, and Rep. John Moolenaar urges the NBA to look closer at Brooklyn Nets owner—and Alibaba Chairman—Joe Tsai.

Business and finance news from the Asia-Pacific. The hottest name in China's domestic AI industry is Moonshot. The company's AI model -- known as Kimi K3 -- was released last Friday. It shows China is closing the gap on OpenAI and Anthropic more rapidly than anticipated -- even with limited access to the most advanced processors from Nvidia. We speak about the market reaction with David Savage, Bloomberg's MLIV Strategist. And -- Top diplomats from across South East Asia are gathering at the ASEAN Foreign Ministers' Meetings. US Secretary of State Marco Rubio will attend along with Chinese Foreign Minister Wang Yi. There is a lot of topics in focus, including Myanmar's future, the situation in the Middle East, China and Philippines bilateral relations. Bloomberg TV Host Avril Hong spoke to Bec Strating, Director of La Trobe Centre for Global Security. See omnystudio.com/listener for privacy information.

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

Moonshot AI plans for IPO. Moonshot AI's Kimi K3 model outscored every AI rival except Fable 5 and GPT-5.6, triggering a semiconductor selloff. Now the company is preparing for a Hong Kong IPO at a $30 billion-plus valuation. CoinDesk's Sam Ewen hosts "CoinDesk Daily." - This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Find out more at⁠⁠⁠⁠⁠⁠⁠ realfi.co⁠⁠⁠⁠⁠⁠⁠. - Ledn provides a secure and transparent way to access liquidity while maintaining your bitcoin holdings. Perfect 8 year track record of keeping clients assets safe. Don't sell your bitcoin. Get a bitcoin-backed loan. Check out your rate by using their loan calculator at⁠⁠⁠⁠⁠⁠⁠ ledn.io⁠⁠⁠⁠⁠⁠⁠ JPEG Trading is a global proprietary trading firm specializing in cryptocurrency and decentralized finance markets. From market structure and liquidity provision to quantitative trading strategies, JPEG Trading operates across the full spectrum of blockchain-based assets. Follow @jpegtrading on X to stay ahead of the latest developments in digital asset markets:⁠⁠⁠⁠⁠⁠⁠ https://x.com/jpegtrading⁠⁠⁠⁠⁠⁠⁠ - This episode was hosted by Sam Ewen. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.

Dan Nathan and Guy Adami break down a wild week across markets — memory stocks in freefall, Google's brutal two-day selloff, and why China's AI models are closing the gap without top-tier Nvidia chips. Micron cratered from its all-time high of $1,255 to $800 in a matter of weeks, and the DRAM ETF whipsawed right along with it. Guy and Dan dig into whether this is a routine flush or something bigger. Google sold off 10% after Gemini news broke the hyperscaler rotation narrative, and they debate whether the moat still holds given decelerating margins and ballooning capex. On the China front: DeepSeek raised $7B at a $52B valuation, Alibaba announced $50B in capex, and Moonshot's new model is narrowing the gap with US labs — all without access to Nvidia's most advanced chips. Dan and Guy also revisit the Nvidia-vs-component-suppliers margin debate, unpack Apple's surprising rally into earnings, and call the technical line in the sand on Netflix after its cash flow miss cut the stock in half. Plus: a quick check on crude, refiners hitting new highs, and what's next for energy names like Exxon and ConocoPhillips. Show Notes Google Gemini Launch Delayed as Tech Falls Short of Internal Goals (Bloomberg) Chinese Models vs. Frontier Models (The Daily Spark) China's Moonshot Unveils AI Model That Narrows Gap With US Firms (Bloomberg) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

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

OpenAI is enhancing its safety features by informing parents when their teenagers are banned from ChatGPT for making violent threats. This update follows past criticisms regarding the company's failure to report dangerous users to the proper authorities. Through linked accounts, guardians can now monitor serious policy violations and receive alerts if the AI detects potential self-harm. Beyond safety notifications, the platform is introducing Study Mode to encourage interactive learning and frequent reminders to promote healthier screen time habits. These changes were developed in partnership with Moonshot, a firm focused on identifying and mitigating online risks. The initiative aims to provide families with the tools necessary to intervene early when a minor's digital behavior becomes concerning.

OpenAI is enhancing its safety features by informing parents when their teenagers are banned from ChatGPT for making violent threats. This update follows past criticisms regarding the company's failure to report dangerous users to the proper authorities. Through linked accounts, guardians can now monitor serious policy violations and receive alerts if the AI detects potential self-harm. Beyond safety notifications, the platform is introducing Study Mode to encourage interactive learning and frequent reminders to promote healthier screen time habits. These changes were developed in partnership with Moonshot, a firm focused on identifying and mitigating online risks. The initiative aims to provide families with the tools necessary to intervene early when a minor's digital behavior becomes concerning.

News sources: https://lmg.gg/L8hqh Timestamps: 0:00 Linus Torvalds welcomes AI coding 1:14 Lenovo's inkjet-printed OLED laptop 2:32 EU forces Google to open Android 4:04 QUICK BITS INTRO 4:13 Ransomware halts Fairlife production 4:44 Samsung foldable specs leak 5:20 Moonshot unveils Kimi K3 5:56 23andMe settles its data breach 6:30 OpenAI sells a $70 basketball 7:04 Credits Learn more about your ad choices. Visit megaphone.fm/adchoices

Moonshot's Kimi K3 is the strongest open-weight model yet, with benchmarks approaching Fable 5 and GPT-5.6. But early testing reveals major limitations in reliability, speed, and cost. NLW examines whether K3 lives up to the hype—and what it means for open models, AI safety, and the US-China race.Brought to you by:KPMG – Research from KPMG and the University of Texas at Austin shows the highest-impact AI users treat AI like a reasoning partner — and those skills can be taught at scale. Learn more at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠kpmg.com/us/Sophisticated⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Hyperagent - Hire a fleet of always-on agents. New users get $1,000 in inference. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠hyperagent.com/aidailybrief⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Retool - Secure your vibecoded apps. New enterprise customers get up to $10,000 in AI credits per year. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠retool.com/aidaily ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Rackspace Technology- One accountable partner to build, operate and run your full enterprise AI stack ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.rackspace.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Section - Section turns AI investment into workforce transformation and ROI - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.sectionai.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Scrunch - The AI customer experience platform - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://scrunch.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Blitzy - Want to accelerate enterprise software development velocity by 5x? ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blitzy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AssemblyAI - The best way to build Voice AI apps - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.assemblyai.com/brief⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Robots & Pencils - Cloud-native AI solutions that power results ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://robotsandpencils.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://pod.link/1680633614⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Our Newsletter is BACK: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aidailybrief.beehiiv.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Interested in sponsoring the show? sponsors@aidailybrief.ai

AI news: Moonshot AI's Kimi K3 is a big AI model and Moonshot's early benchmarks put it surprisingly close to GPT-5.6 Sol and Claude Fable 5. And… Kevin's Opus 5 SCOOP!! Also: OpenAI's reported screenless AI speaker, a Seedance 2.5 preview, the Suno hack, robot fights and AI-built games in Unreal Engine and Blender. On today's AI For Humans, Kevin Pereira and Gavin Purcell unpack Kimi K3's benchmarks, pricing, Flappy Bird and Minecraft tests, and giant-model economics. Then, Kevin DRIPS Opus 5 alpha and says it's VERY good and blows the doors off of Fable but it's… slow.  Plus Demis Hassabis's AI-governance proposal, AI 2040's Plan A, OpenAI's reported screenless speaker, Codex Keyboard, a Seedance 2.5 preview, the alleged sources exposed by the Suno hack, spectacular robot violence, polite office-robot dabbing, and what happens when GPT-5.6 Sol meets Unreal Engine, Blender and two hosts with free time. THE AI FRONTIER IS MOVING AGAIN—AND CHINA IS RIGHT THERE WITH IT. // Show Links // AI FOR HUMANS Survey https://aiforhumans.beehiiv.com/forms/b7c77287-2cfd-4b64-a278-eb1a2ccb5744 Official Moonshot AI Kimi K3 launch video https://x.com/Kimi_Moonshot/status/2077521842080817296 Official Kimi K3 launch and benchmark thread https://x.com/Kimi_Moonshot/status/2077830229968683203 Official Kimi K3 technical launch article https://kimi.com/blog/kimi-k3 Kimi K3 head-to-head with GPT-5.6 Sol https://x.com/chetaslua/status/2077701096924229744 Kimi K3 Flappy Bird test https://x.com/jun_song/status/2077396996865003739 Demis Hassabis on a new framework for AI governance https://x.com/demishassabis/status/2076957440109625718 AI 2040: Plan A https://ai-2040.com/ Bloomberg's report on OpenAI's first device https://www.bloomberg.com/news/articles/2026-07-14/openai-s-first-device-will-be-moveable-screenless-speaker-built-as-ai-companion OpenAI Developers' Codex Keyboard post https://x.com/OpenAIDevs/status/2077425991790870644 BytePlus Seedance 2.5 World Cup preview https://x.com/BytePlusGlobal/status/2077321849806234080 Variety's report on the Suno hack and training data https://variety.com/2026/music/news/suno-hack-youtube-music-deezer-genius-data-trained-ai-music-1236811772/ Ultimate Robot Knockout Legend (UKRL) Fight https://x.com/ErenChenAI/status/2077750358302921029 Soft floating robot demo https://x.com/clankrmedia/status/2076593164744376707 Two NEO robots talk to each other—and then one dabs https://x.com/BerntBornich/status/2077749438630805648 GPT-5.6 Sol plus Unreal Engine experiment https://x.com/NomadsVagabonds/status/2077577815684202960 Gavin's first GPT-5.6 Sol plus Blender attempt https://x.com/gavinpurcell/status/2076736788320927925 Kevin's Find The Cursor Game: CURSED https://us-lax-8710957c.colyseus.cloud/ Gavin's Fig + Moss Watch autonomous studio https://x.com/gavinpurcell/status/2077155825274229122 Fig's stand-up set https://x.com/gavinpurcell/status/2076382092842475948   // Join the AI For Humans community // Join the AI For Humans Discord https://discord.gg/muD2TYgC8f Support AI For Humans on Patreon https://www.patreon.com/AIForHumansShow Subscribe to the AI For Humans newsletter https://aiforhumans.beehiiv.com/ Follow AI For Humans on X: @AIForHumansShow https://x.com/AIForHumansShow Follow AI For Humans on TikTok: @aiforhumansshow https://www.tiktok.com/@aiforhumansshow Speaking and booking https://www.aiforhumans.show/  

Andrew, Ben, and Tom discuss a rough day for US tech with Google delaying Gemini 3.5 Pro after it underperformed on coding benchmarks, China's Moonshot releasing Kimi K3 with claims of rivaling OpenAI and Anthropic's top models, Netflix dropping 10% on decelerating US growth and softening engagement, SpaceX scrubbing its Starship launch after four engines failed to fire, today's options expiration, and a look ahead to next week's earnings calendar featuring Google, Tesla, IBM, ServiceNow, and the ECB decision.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure