Podcasts about moonshots

The mates discuss NVIDIA's $96.2B quarter and the AI circular economy, China's 200,000 fake accounts, Flock's 20 billion license plate scans, OpenAI's new chip, why only 4% of companies are cutting jobs due to AI, and a major breakthrough that has doubled pancreatic cancer survival. Sign up for our AMA at ⁠http://Moonshots.com/ama 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   Get the blueprint for generative media https://goo.gle/startupgenmedia  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 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 Follow MOONSHOTS:  Instagram TikTok X Threads – *Recorded on August 28th, 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

The mates sit down with Emad Mostaque to discuss: whether the singularity is slowing down, Sam Altman's changing views, the case against an Anthropic IPO, Emad's 18 Grokbots, Waymo's massive hardware cost cuts, China's 100x cheaper AI models, NVIDIA's $6B open-source bet, and the increasingly competitive frontier lab race. Sign up for our AMA at http://Moonshots.com/ama 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 Emad Mostaque is the founder of Intelligent Internet ( https://www.ii.inc )  Read Emad's latest papers exploring the future of society, law, personhood and governance: https://ii.inc/common-wealth Read Emad's Book: https://thelasteconomy.com  – My companies: Apply to Dave's and my new fund:https://qr.diamandis.com/linkventureslanding   Get the blueprint for generative media https://goo.gle/startupgenmedia  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  Join the Moonshots Mates on Sep 25th for the inaugural Moonshots LIVE. The world's greatest entrepreneurs, builders and creators, working together to build a hopeful and optimistic vision of tomorrow. Seats are limited and application only. Apply at moonshots.com before seats are sold out. _ Connect with Peter: X Instagram Substack Website Xprize A360 Connect with Dave: Web X LinkedIn Instagram TikTok Connect with Salim: LinkedIn X Join Salim's 10X Shift Subscribe to Salim's YouTube channel Exponential Venture Capital Connect with Alex Website LinkedIn X Email Substack  Spotify Threads Connect with Emad  X LinkedIn Learn about Intelligent Internet Read Emad's Book Listen to MOONSHOTS: Apple YouTube Follow MOONSHOTS:  Instagram TikTok X Threads – *Recorded on August 26th, 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

CONTENTS THE JOHN BATCHELOR SHOW, 8-24-2026.OTTAWAConrad Black and co-host Edmund Fitton-Brown discuss the collapse of trade negotiations and subsequent US tariff threats that have sparked a major political crisis in Canada, leading to opposition calls to immediately reconvene Parliament. Black describes a stark contrast in national attitudes, noting that President Trump's rhetoric effectively denies Canada's sovereignty. This perceived affront has deeply united Canadians across party lines, who view the tariffs as an assault on national identity rather than a mere commercial dispute. Black highlights potential Republican electoral fallout in key US Senate races like Maine and Michigan, and suggests a bilateral phone call could resolve the dispute. (1)Janatyn Sayeh and Edmund Fitton-Brown examine Iranian official Ghalibaf's public appearance in Iraq, signaling defiance to the US and Israel before secondary sanctions are revealed. Sayeh explains that Iran views Iraq as its backyard, using it to evade sanctions by blending Iranian oil with Iraqi exports. Under President Trump, US economic scrutiny on Iraq has increased to block this smuggling. While maximum pressure has devalued Iran's currency and caused hyperinflation, Iran aims to overwhelm Washington by utilizing its regional proxy networks across Yemen, Lebanon, and Iraq. The US must view these proxies as Iranian arms rather than local actors. (2)Ernesto Araújo and Alejandro Peña Esclusa, with Edmund Fitton-Brown: In Brazil, falling poll numbers have panicked President Lula, prompting him to call Donald Trump despite years of anti-American rhetoric. Araújo explains this reflects the US's central role in combating South American "narcosocialist" regimes. Meanwhile, in Venezuela, Delcyand Jorge Rodríguez are simulating cooperation with the US while delaying presidential elections to buy time. Peña Esclusa notes that Venezuelan opposition members are negotiating Supreme Court appointments rather than election dates or political prisoners. Both guests will attend Slovenia's Bled Strategic Forum to discuss Latin America's right-wing political shift and potential energy partnerships with Europe. (3)Malcolm Hoenlein and Edmund Fitton-Brown discuss rising security concerns in Israel after incendiary balloons from Gaza were discovered, potentially testing Israel's border preparedness. Concurrently, Turkey is expanding its regional footprint, occupying 5% of Syria and attempting to establish military bases, which Israel countered with airstrikes. In Gaza, Jared Kushner met with Hamas in Cairo, a move that critics argue bolsters the group's status despite declining local support. Meanwhile, the US Treasury has previewed secondary sanctions on Iranian trading partners, including China. Iran's economy is in collapse, with inflation skyrocketing and the currency reaching an all-time low. (4)David Daoud and Edmund Fitton-Brown examine UNIFIL's mandate, which restricts it to acting as an auxiliary to the Lebanese Armed Forces, preventing independent disarmament of Hezbollah. Consequently, Hezbollah operates freely near UN watchtowers and tunnel networks. Daoud argues that while new US Treasury sanctions expanding target parameters to include Iranian violations are positive, they fail to address Hezbollah's deep integration into Lebanon's socio-political fabric. To be effective, the West must treat Hezbollah as a Lebanese entity with sovereign responsibilities, rather than purely an Iranian proxy. True security requires targeting all of Hezbollah's activities, including its social and political wings. (5)Ivana Stradner and Edmund Fitton-Brown analyze Ukrainian President Zelenskyy's visit to Belgrade, which does not signal a split between Serbia and Russia. President Vučić's weapons sales to Ukraine are merely lucrative business deals. Serbia remains highly dependent on Russia, sharing deep intelligence ties and cooperating with the FSB to test crowd-control equipment. Vučić balances these relationships to survive domestic protests sparked by environmental concerns and a severe heatwave. Stradner, recently returning from Israel, reports that Israeli morale remains exceptionally high despite facing a multi-front threat from Iran's proxy network, which Russia continues to exploit through regional propaganda and strategic manipulation. (6)Edmund Fitton-Brown critiques the term "economic D-Day," explaining that Pakistan's mediation in Iran is self-interested, driven by fears of secondary US sanctions. These sanctions have suffocated Iran's economy, reducing oil exports and sparking hyperinflation. Iraq also struggles with contradictory policies, balancing its US alliance with pro-Iranian gestures, such as securing tanker passage through the Strait of Hormuz. In the Red Sea, the Houthis demand tribute from Saudi Arabia to halt attacks on tankers and pipelines. Fitton-Brown warns that paying the Houthis only delays their long-term expansionist goals against Saudi territory and Israel. (7)Samuel Ben-Ur and Edmund Fitton-Brown discuss how, following a temporary lull, Hamas has intensified attacks in Gaza, emboldened by disarmament frameworks proposed by Egyptian, Qatari, and Turkish mediators. Ben-Ur notes Hamas only accepted the deal under the pretense of disarming while intending to survive intact. However, following Jared Kushner's visit, the US aligned with Israel's stance, demanding total disarmament before military withdrawal. Fitton-Brown and Ben-Ur discuss the National Committee for the Administration of Gaza (ENCAG), a secular government planned to replace Hamas. Lacking military power, ENCAG's deployment depends on an international stabilization force, though troop commitments remain severely short. (8)Michael Sobolik and Edmund Fitton-Brown examine how Chinese AI company Moonshot bypassed US export controls by "distilling" technology from Anthropic's Claude Opus model to train its own system, Kimi K3. This intellectual property theft threatens American market dominance and national security. Sobolik recommends three policy actions: imposing crushing financial sanctions on violating Chinese firms, closing export control loopholes related to remote cloud access, and banning open CCP models in the United States. He warns that American tech companies prioritizing short-term profits over security risk losing the AI race, mirroring historical patterns of Chinese piracy. (9)John Hardie and Edmund Fitton-Brown outline Russia's military assistance to Iran via the Caspian Sea, a highly secure transit route. This collaboration benefits Moscow by raising energy prices and draining US munition stockpiles like Patriot interceptors, giving Russia a freer hand in Ukraine. Russia provides Iran with tactical intelligence, drone components to resist satellite jamming, and has agreed to deliver shoulder-launched air defense missiles. While Ukraine and Israel have attempted long-range strikes against trade vessels and ports to disrupt this flow, interdiction is difficult because the Caspian Sea operates as a protected, non-transparent Russian-Iranian military lake. (10)Standing corrections applied: Janatyn Sayeh, Ernesto Araújo, Alejandro Peña Esclusa, Delcy Rodríguez (and Jorge Rodríguez), Zelenskyy, Vučić with diacritics, and Kimi K3 (source again had "Kimmy"). One anomaly in the source: segment 7 listed Fitton-Brown as both guest and co-host, so I've formatted it as his solo segment — flag it if there was a second voice in that file.

Michael Sobolik and  Gordon Chang examine how Chinese AI company Moonshot bypassed US export controls by "distilling" technology from Anthropic's Claude Opus model to train its own system, Kimi K3. This intellectual property theft threatens American market dominance and national security. Sobolik recommends three policy actions: imposing crushing financial sanctions on violating Chinese firms, closing export control loopholes related to remote cloud access, and banning open CCP models in the United States. He warns that American tech companies prioritizing short-term profits over security risk losing the AI race, mirroring historical patterns of Chinese piracy. (9)

As part of our Creativity Series, we're revisiting one of our most popular Moonshots: Walt Disney. Disney didn't just dream big — he built a practical method for turning bold ideas into reality. In this episode, Mike and Mark explore his three creative mindsets: Dreamer, Realist, and Critic.Walt Disney is famous for his ability to transform incredibly creative ideas into profitable realities. The process he used to brainstorm and develop theme parks and movies became a replicable approach known as “Disney's Creative Strategy,” developed by NLP expert Robert Dilts in 1994.Disney's Creative Strategy can be used to create new products or solve problems. It's simple to use as an individual, team, or organisation, and includes three roles or mindsets — each with a specific goal.Get Walt Disney from Amazon: https://geni.us/WaltDisneyBecome a member: Moonshots Podcast is creating a podcast to help improve yourself, your thinking and leadership | Patreon https://www.patreon.com/Moonshots

Yields and the dollar moving sharply lower after the U.S. Treasury pledged to step up debt buybacks. The traders debate whether the move just gave stocks the all-clear. Then, Mizuho's Jared Holz reacts to the huge moves higher in Moderna and Merck, after the pair's personalized cancer vaccine succeeded in a pivotal  trial. Plus, new signs OpenAI is falling behind Anthropic, Target delivers a bullseye for investors and a humanoid robot maker's massive Shanghai debut. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Peter Warren forklarer hva et hedgefond egentlig er, etter at Leopold Aschenbrenners fond kollapset, hvorfor shortlisten på Oslo Børs ikke betyr det folk tror den betyr. Resten går til strømregningen: norgesprisen, konsesjonskraften og hva en kilowattime faktisk koster deg.Kapitler(00:00) Intro og Skygard(00:52) Strømprisen: hva du faktisk betaler(03:55) Ukens marked: halvledere, Korea og Oslo Børs(05:07) Moonshot, H100 og bitcoin-rabatten(09:48) Krypto, gull og 30-åringen på 5,22(14:51) Borr Drilling: shortlisten som ikke handler om shorting(21:34) Hva er egentlig et hedgefond(35:41) Regnestykket bak norgesprisen(44:08) Parkering, overvåking og elsykkelen(53:23) Regulatory capture og AI-modellene(59:26) Boligmarkedet i Oslo må ned Hosted on Acast. See acast.com/privacy for more information.

The launch of Moonshot AI’s Kimi K3 model has taken the tech world — and Washington — by storm, raising urgent questions about how a Chinese startup can suddenly rival the world's most powerful AI systems. On today’s Big Take Asia podcast, host Oanh Ha speaks with Bloomberg’s Mark Anderson about the distillation method behind Moonshot’s breakthrough and what it means for the high-stakes AI race between the US and China. Read more: Moonshot Plans IPO in Six Months After China AI BreakthroughSee omnystudio.com/listener for privacy information.

Kevin Nash returns to the studio after a grueling weekend of travel to Minneapolis for one of the biggest wrestling conventions of the year. He shares his hilarious and unfiltered frustrations with navigating packed airports, playing a stubborn game of pedestrian chicken, and battling the unexpectedly complex mechanics of a vintage hotel shower. Fans get a front row seat to the everyday inconveniences that test the patience of a WWE legend on the road. The trip offered far more than just autograph signings, providing a rare opportunity for Kevin to reunite with some of the most iconic figures in wrestling history. He reflects on crossing paths with his former Main Event Mafia teammates and catching up with legendary broadcasters Jim Ross and Jerry Lawler. The conversation takes a deeply emotional turn as the three men bond over their shared experiences with unimaginable grief, offering a raw and vulnerable look at finding the will to keep pushing forward through life's most difficult chapters. Back at the convention tables, Kevin pulls back the curtain on the chaotic but rewarding environment of massive fan festivals. He breaks down the unique psychology behind the perfect fan interaction and explains exactly why taking a seated photo is the ultimate veteran move for a massive superstar. Tune in to hear the full breakdown of a wild weekend that blends trademark humor with heartfelt reflections in a way only the Kliq This crew can deliver. CarGurus-It's no wonder CarGurus is the number 1 most visited car shopping site, according to Similarweb's estimated traffic data. Buy or sell your next car today with CarGurus at cargurus.com Larineco is better-for-you chewing gum that uses the same mineral your teeth are made of to support daily enamel health. Right now, Larineco is offering our listeners up to 50% off at BuyLarine.com/KLIQ Ridge-Get 10% Off your entire order & take advantage of Ridge's Annual Sweepstakes by going to https://www.Ridge.com/KLIQ #Ridgepod NO PURCHASE NECESSARY. Open only to legal residents of the promotion territory, who have reached the age of majority in their jurisdiction of residence. Void elsewhere & where prohibited by law. Enter by 9:00 a.m. USPT on 8 September 2026. 2 winners, prizes total ARV: up to approx. $539,165 CAD / £284,170. Skill-testing question required in CA. See Official Rules at ridge.com/pages/rules for complete eligibility, entry instructions, how to enter without a purchase, entry limits, prize details, odds, and restrictions. Sponsor: The Ridge Wallet LLC. BlueChew-When you buy two months of BlueChew Gold, you get the third FREE with promo code NASH. You will also receive an additional 10% OFF + Free overnight shipping on your first order. Visit BlueChew.com for more details and important safety information Cash App-Download Cash App Today: https://capl.onelink.me/vFut/3v6om02z #CashAppPod. Cash App is a financial services platform, not a bank. Banking services provided by Cash App's bank partner(s). Prepaid debit cards issued by Sutton Bank, Member FDIC. Cash App Visa® Debit Flex Cards issued by Sutton Bank, Member FDIC, and The Bancorp Bank, N.A., pursuant to a license from Visa U.S.A. Inc. See terms and conditions for the Sutton prepaid card, Sutton debit flex card, and Bancorp debit flex card. Savings provided by Cash App, a Block, Inc. brand. Visit cash.app/legal/podcast for full disclosures. HomeServe Join the millions of customers who trust HomeServe. For 50% less your first year, go to HomeServe.com/kliq 00:00 Kliq This #214 00:57 Nash has been through the GRINDER 03:31 at my table by 10a every week 11:58 Massive Conventions 13:35 Nash's lines move faster 16:41 Take your time with people who are in line for you 20:32 Meeting Mitch 23:01 How great Wrestlecon was 23:45 FRESNO 26:51 BREAK CARGURUS 30:48 Dave Lagreca 32:42 Shower Gel 39:35 SAG Pension check 43:00 the power of a Trust 44:01 a Moonshot 52:49 BREAK LARINECO 57:09 Fans singing along 01:02:03 MT Nashmore: Best wrestler entrances 01:09:22 Vince Neil lip syncing to a vocal track 01:14:10 Chris Cornell 01:14:36 Nirvana is overrated 01:18:42 Kid Rock is Trump's friend 01:21:57 BREAK BLUECHEW 01:23:59 Get With This or That?: Lakers or Bulls? 01:25:29 Susan Summers or Farrah Fawcet? 01:28:53 The Comments are back on 01:29:09 3rd shift 01:29:21 Scott Hall's professionalism 01:30:50 BONES 01:31:34 Fauci taking the 5th 01:32:07 Nash's Sheik and Cornette's Ladd 01:33:58 BREAK RIDGE 01:38:16 FL vs NJ 01:43:33 BREAK CASHAPP  01:45:52 KTTV 01:46:43 Coolest item you signed 01:48:26 Rhea should get stem cells 01:55:39 No Jewelry 01:57:31 OUTRO

Peter forteller om hvorfor han takket nei til Abu Dhabi-oljefondet, hvordan high frequency-aktørene tvang ordrestørrelsene hans ned fra 50 til under 3 millioner, og hvorfor han nå bygger arbitrasjehandel i bitcoin-markedet i stedet. Resten går til Ken Griffins oppkjøp av Situational Awareness som vendepunktet i markedet, rekordvolumet i opsjonsmarkedet, og strømprisene i Sør-Norge.Kapitler(00:00) Intro(01:21) Tilbudet fra Abu Dhabi og hvorfor han sa nei(04:44) Sharpe-ratio og hvordan boka faktisk ble handlet(09:12) Barclays, 25 millioner per ordre og forholdet til bankene(14:39) High frequency spiser ordreboka(17:00) Ned fra 50 til 3 millioner, og hvorfor Abu Dhabi ble umulig(20:41) DAT-selskapene, MicroStrategy-premien og Geirs bitcoin(24:04) Moonshot: arbitrasje i det digitale markedet(30:19) Noteringen i Sverige og 3500 bitcoin(33:27) Ukas marked: hyperscalere, Nvidia, gull og sølv(35:36) Bunnene: Microsoft opp 42 prosent siden 25. juni(36:17) Ken Griffin som den nye JP Morgan(41:10) Trumps hår som markedssignal(45:01) Fire millioner opsjonskontrakter og den flate skewen(48:33) Olje, Iran og de strategiske lagrene(1:00:00) Hvorfor ingen norsk bank lager en shipping-ETF(1:04:45) Strømmen: 22 ganger dyrere enn i Sverige(1:12:02) Aschenbrenner, tap som læring og "kjøpt møblene selv"(1:22:13) Busslommene på Bygdøy Hosted on Acast. See acast.com/privacy for more information.

Ryan Wrecker fills in for Annie Frey and discusses the latest on China's latest AI model with James Malackowski, Chairman and Co-Founder of AIQ Global.

-According to US cybersecurity startup Frontier, Kimi K3 broke out of a sandbox from the UK government's AI Security Institute while its defensive cybersecurity skills were being evaluated. -Scientists at Palo Alto's Arc Institute and Stanford University created the viruses with the genome language models Evo 1 and Evo 2. -Tropical cyclones pose a unique challenge to predict because global atmospheric currents that determine a storm's path have traditionally been best analyzed by coarser global models. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Special Guest: Nikesh Arora, CEO @ Palo Alto Networks.  AGENDA: 04:50 Airtable Sold to Bending Spoons for $1.285B  17:00 Leo Aschenbrenner's Situational Awareness Blows Up as Citadel Buys His $16BN Book 22:30 Anthropic's AI Models Breach Three Companies as Cyber Threat Accelerates 33:35 Moonshot AI Raises $3.5B at $35B as Chinese Models Crush AI Prices 38:05 Valar Atomics Triples to $6B as Sequoia Bets on Nuclear Power for AI 42:50 OpenAI and Anthropic Could Trigger a Massive Public-Market Dislocation 52:55 Big Tech and Palantir Earnings Ignite the Next Phase of the AI Gold Rush 1:04:30 Procore Buys DroneDeploy for $900M in a High-Stakes 12x Revenue Bet 1:10:55 Scale AI Hits $1.5B ARR After the Meta Deal Left It for Dead  

Something new. Tristan Handy is joined by Jason Ganz for the first Roundup, a recurring conversation about the stories moving the ecosystem right now. This time: the OpenAI model that escaped its sandbox and hacked Hugging Face, Moonshot's Kimi K3 and what a restrictive license on open weights really means, and Katie Bauer's read on what changes for data teams as agents arrive. The Analytics Engineering Podcast is sponsored by dbt Labs. Reach us at podcast@dbtlabs.com with comments and guest suggestions.

What if you could build solutions that unlock entirely new realities for millions of people? Aiming for something so big and so audacious that it seems almost impossible to imagine is often referred to as a moonshot. And what might it mean if a big part of what's standing in the way of your moonshot… is your mindset? We Meet:  Salima Bhimani, author of Invent Now: The Next Leap in MoonshotsCredits:This episode of SHIFT was produced by Jennifer Strong with help from Emma Cillekens. It was mixed by Garret Lang, with original music from him and Jacob Gorski. Art by Meg Marco.

As part of a SpaceX rocket is expected to crash into the moon, Elon Musk is betting on another kind of moonshot - as SpaceX pours billions more into its AI buildout in its first results since its record-breaking public offering.Elsewhere, we hear from one of the biggest fresh produce companies in the UK about how heatwaves are hitting British growers - and how supermarkets might need to adapt. And the EA Sports business has officially gone private - after being bought out by investors including Saudi Arabia's Public Investment Fund. We bring you the latest on what the deal means for the gaming world.

Memory chips have been the standout trade of the AI boom, but July brought a sharp reality check. Global semiconductor stocks whipsawed as investors began questioning the return on hundreds of billions in data-center spending. Market jitters deepened after Chinese startup Moonshot released its open-source Kimi K3 model at a fraction of the cost of US frontier AI architectures. Compounding these concerns is the rise of CXMT, China’s leading DRAM supplier, whose stock surged fivefold following a blockbuster IPO – raising fears of aggressive capacity expansion that could disrupt incumbents such as Samsung, SK Hynix and Micron. Jake Silverman, semiconductor analyst at Bloomberg Intelligence, joins John Lee on the Asia Centric podcast. He unpacks why fundamental support for the memory sector remains solid, how high-bandwidth memory (HBM) creates a structural cap on standard DRAM supply, and why multi-year strategic supply contracts and extended fab construction lead times insulate incumbents from an immediate market collapse.See omnystudio.com/listener for privacy information.

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

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

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. 

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.

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.

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

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

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.

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

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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