Podcasts about moonshots

The mates sit down with Emad Mostaque to discuss the shifting debate around AI safety, whether we can still “win safely,” the case for AI optimism, Elon Musk's vision for abundance and universal high income, Anthropic's reported $2 trillion IPO ambitions, and the White House's proposed AI accord. 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  – This episode is brought to you by: 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 Connect with Emad  ⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠ Learn about Intelligent Internet: https://www.ii.inc Read Emad's Book: https://thelasteconomy.com  Listen to MOONSHOTS: Apple YouTube Follow MOONSHOTS:  Instagram TikTok X Threads – *Recorded on October 1st, 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

A Flydubai flight is diverted after a cockpit stabbing, and a pilot is arrested, Prime Minister Burnham alleges "strong indications" of Iranian involvement in the U.K. RAF Fairford incident, while MI5 alleges that Universities are aiding PRC espionage research, the U.S. Treasury plans to auto-enroll 60 million kids in Trump accounts, Moonshot reviews Kimi AI after a bioweapon jailbreak is found, Morocco names Fatima Ezzahra El Mansouri as its first female Prime Minister, a Fed watchdog finds no crime in the bank's renovation overruns, the U.S. Supreme Court allows third-country deportations to resume, RFK Jr. pushes a plan to pool U.S. health data for an AI study, and Antarctic sea ice hits its third-lowest winter peak. Sources: Verity.News

On this episode, Laolu, Furo, and Nosa have a guest! They are joined by Tomiwa Aladekomo, CEO of Big Cabal Media.They talk about Dangote's IPO, Flutterwave appointing Morounke Olufemi as global CFO, and Paystack launching Paystack Index.Tomiwa shares some insights about Moonshot, an annual tech event hosted by TechCabal. He also talks about what to expect from this year's event and why it matters to the African tech ecosystem.__This episode is sponsored by Busha — Nigeria's licensed digital assets exchange for businesses looking to move money across borders. If you are running a business exploring fast cross-border payments, stablecoin and FX liquidity, and easy treasury management, get started at busha.io/business, and for individuals? You can buy, sell, and send digital assets anywhere in the world, and also save in naira or dollars, with up to 20% annual interest. Download the Busha App and use code OPENAFRICA or visit https://surl.li/jvbwvt to get started._We love hearing your thoughts! Find us on X (@TheOAPod) and Instagram (@openafricapod) and tag us in your conversations. Hosted on Acast. See acast.com/privacy for more information.

The Mates sit down with Ben Lamm at MOONSHOTS Live 2026 to discuss why we're entering a biological singularity, from Anthropic's move into biology and scalable gene editing to the possibility of artificial wombs within the next 24 months. This episode was filmed at Moonshots Live 2026. Learn more at https://moonshots.com/  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 Ben Lamm is the co-founder and CEO of Colossal Biosciences, a biotechnology company using genetic engineering and AI to advance species preservation and de-extinction efforts. – This event is presented with: Google Circle Future Vision XPRIZE Partners: Salesforce ARK Invest Xsolla Range Build with Gemini XPRIZE Partner: Google _ 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 Ben Website X LinkedIn Instagram Listen to MOONSHOTS: Apple YouTube Follow MOONSHOTS:  Instagram TikTok X Threads – *Recorded on September 25th, 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

Howie Mandel Negotiations with Iran….Deal or No Deal? Robot Soldiers – new and exciting. 30-Year Bond Mayhem and gullible markets. So much economic news coming up – let’s dig in. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John S. Dvorak on X Follow Andrew Horowitz on X Warm-Up -  Closest to The Pin??????????? - Howie Mandel Negotiations with Iran....Deal or No Deal? - Robot Soldiers - new and exciting Markets - 30-Year Bond Mayhem!  Alliteration or Tautogram? - This week in Economics - plenty to come - What is wrong with Nike? - How gullible can markets be?   DHU MAILING LIST! - Go to DHUnplugged.com GAME: IS IT AN ALLITERATION OR TAUTOGRAM ----- Alliteration: The repetition of the same initial sound in neighboring words (for example, "big bad bears"). -------Tautogram: A strict form of alliteration where all words in a phrase or sentence begin with the identical letter - Which is it? :::  Bessent's Big Bond Blunder Backfired! How about this?  Brash Billionaire Bessent's Botched Big Bond Blunder Backfired Bitterly! THIS WEEK IN ECONOMIC NEWS............... TUESDAY - THE CONSUMER AND JOB OPENINGS - Consumer confidence and August job openings arrive at 10 AM ET. - Watch whether households are getting more worried about prices and whether employers are still hiring. WEDNESDAY - INFLATION AND SPENDING - August PCE inflation, personal income and spending arrive at 8:30 AM ET, alongside updated second-quarter GDP figures. - The key question: is spending holding up while inflation stays elevated? THURSDAY - FACTORY CHECK - September ISM manufacturing arrives at 10 AM ET. Watch new orders, employment and prices paid for signs that growth and inflation are pulling in different directions. FRIDAY - THE BIG ONE - September payrolls, unemployment and wages arrive at 8:30 AM ET. - The current forecast is about 100,000 jobs and 4.1% unemployment, down from August's 162,000 job gain. FAST FOOD'S SQUEEZE - McDonald's CEO expects elevated inflation and flat restaurant traffic to persist. US same-store sales rose just 0.8% last quarter as visits fell. - McDonald's plans $8.5 billion in support for restaurant upgrades through 2036, betting better operations and value offers can win back customers. -- Wendy's faces its own traffic problem and plans to close up to roughly 350 underperforming US restaurants in 2026. -- Meritage Hospitality Group, a franchisee operating 314 Wendy's locations, filed for bankruptcy protection on September 17. Wendy's itself did not file. - The common problem: customers are visiting less often while food, labor and restaurant costs remain high. - La Vie on Saturday ($36 Mezza Plate!) MCD CHART AMERICA.GOV - AI for all Americans! - Did you see the images? CHINA'S AI LABS BORROW CLAUDE - Anthropic accused several Chinese AI labs of extracting Claude's capabilities to train competing models. - Alibaba allegedly generated more than 151 million Claude exchanges. - Moonshot generated more than 23 million; DeepSeek more than 12 million. - Some customer prompts were allegedly routed through Claude without users knowing. - Anthropic tightened verification and account controls in response. $5,000 MIDTERM PROMISE - Trump promised $5,000 to every adult U.S. citizen if Republicans retain Congress. - A universal payment would cost well above $1 trillion. - He told voters to "pretend that I'm on the ballot." - No detailed funding mechanism or legislative structure was presented. ROBOT SOLDIERS - Chinese military researchers are studying humanoid robots for battlefield use. - Possible roles include reconnaissance, logistics, infiltration and urban combat. - One study modeled six robots clearing a building alongside human troops. - China produced about 95% of global humanoid shipments in 2025. - No evidence shows armed humanoids are operational with PLA units yet. NIKE LOST INDEX STATUS - Nike is being removed from the S&P 100 after 18 years. - Its market value has fallen roughly 80% from five years ago. - Nike shares are around $36, making it the smallest-weighted stock in the price-weighted Dow at about 0.4%. - Reuters noted that its Dow membership could now be at risk as well. - Nike shares have gained only about 5% since joining the Dow in 2013. NKE CHART ON (ONON) SIGNS MBAPPE - Kylian Mbappe ended a roughly 20-year relationship with Nike and signed with On. - The deal reportedly includes both cash and equity. - On is using Mbappe to make a serious move into soccer after building credibility in tennis with Roger Federer. - Former French star Thierry Henry is heading On's soccer business. - ONON shares are still down roughly 40% this year amid slowing growth in the Americas. IRAN'S SEVEN-DAY OFFER - Iran proposed reopening the Strait of Hormuz within seven days of a deal, with a pause in regional fighting. - In return, it wants the US blockade on Iranian ports lifted, frozen funds released and oil sanctions waived. - The Wall Street Journal reported that Trump rejected the plan; Reuters could not confirm that report. Iran was still awaiting an official US response. - An Iranian official said Tehran would not give ground on uranium enrichment, even if the peace proposal were accepted. - Seems like all bets are off- Trump goes All Howie Mandel: DEAL OR NO DEAL (NO DEAL!) THE LONG BOND BREAKS HIGHER - The 30-year Treasury yield reached its highest level since 2004 during Thursday's bond selloff. - Elevated energy prices, inflation concerns and heavier government borrowing added pressure to long-dated bonds. - Higher Treasury yields raise the financing hurdle for mortgages, commercial property and the AI buildout. GOLDMAN WAITS OUT THE AI DEBT FLOOD - Goldman Sachs Asset Management is underweight bonds from major AI hyperscalers. - Its concern is supply: more borrowing for data centers could push bond prices down and yields up. - Goldman still believes in the AI business case. The underweight call is about the price of its debt. - Moody's puts hyperscalers' off-balance-sheet obligations at nearly $3 trillion. PIMCO'S PHILADELPHIA OFFICE HIT - Pimco faces an estimated $35 million loss on a commercial mortgage-backed security tied to two downtown Philadelphia office towers. - The expected loss is roughly 70% on that security. - A sharp loss on one office-backed bond puts the value of similar collateral back in focus as borrowing costs rise. - - Starting to see some strain in the commercial market now that rates are META'S MUSE TAKES OFF - Meta's personal AI agent Muse exceeded 2.5 million downloads and topped US app charts within two weeks of launch. - Meta shares jumped 11% on September 21, adding nearly $200 billion in market value. - Muse can send emails, shop and book travel on a user's behalf. - Meta is also testing a feature in which human contractors handle some calls made through Muse. Employees raised privacy concerns; Meta says it will disclose the feature before a public rollout.   Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!   FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John S. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Het Chinese AI-model Kimi van Moonshot blijkt na een zogeheten jailbreak te helpen met informatie over het maken van biologische wapens en het uitvoeren van dodelijke aanvallen. Dat meldt de BBC op basis van onderzoek door Mindgard, een bedrijf dat AI-systemen test op veiligheid. Moonshot reageerde pas serieus toen de BBC aan de bel trok. Verder komt Apple volgens Bloomberg op 13 oktober met een nieuw scherm voor in huis. Joe van Burik vertelt erover in deze Tech Update. Het gaat om de varianten Kimi K3 Swarm en K2.6. Bij een jailbreak proberen onderzoekers een AI met complexe instructies om de tuin te leiden. Of de instructies echt werken, heeft Mindgard niet bewezen, maar volgens het bedrijf schiet de beveiliging tekort. Mindgard waarschuwde Moonshot eind juli en een week later opnieuw. Moonshot stelt dat het model zulke verzoeken heel vaak weigert. Kimi is een open model, dat iedereen zonder toezicht zelf kan draaien. Apple komt met scherm voor in huis Apple presenteert op 13 oktober naar verwachting een nieuw soort scherm voor in huis. Dat meldt Bloomberg. Het product heeft intern de codenaam J490, maar zal niet zo gaan heten. Het scherm is 6 inch groot en kan aan de muur worden bevestigd of op een voet worden geplaatst. Gebruikers moeten er allerlei zaken mee kunnen beheren, van de temperatuur in huis tot persoonlijke zaken. Op het gebied van het slimme huis heeft Apple nu weinig te bieden, behalve de HomePod, die al jaren oud is. Ook die speaker en de Apple TV voor bij de televisie worden naar verwachting vernieuwd. Google en Amazon bieden al vergelijkbare apparaten aan, met de Home hub en de Echo. Het scherm van Apple moet elk lid van een huishouden herkennen en ieder gepersonaliseerde inhoud bieden. Het apparaat wordt gekoppeld aan Siri AI. BBC News over Kimi en instructies voor biologische wapens Kimi K3 zo populair dat Moonshot geen nieuwe abonnees aanneemt VS onderzoekt of Chinese AI-modellen getraind zijn met Amerikaanse modellen Apple presenteert op 13 oktober drie nieuwe producten voor in huis Apple werkte eind 2024 al aan scherm met codenaam J490 Over de maker:Joe van Burik volgt en duidt de belangrijkste ontwikkelingen in tech, met scherpte, vlotheid en de nodige humor. Je hoort hem dagelijks op BNR Nieuwsradio over het belangrijkste technieuws, van AI tot cybersecurity en social media tot quantumcomputers. Ook interviewt hij in De Grote Tech Show samen met Ben van der Burg leiders in digitale innovatie. In het bijzonder volgt Joe al twee decennia de wereld van videogames, nu voor zijn podcast All in the Game.See omnystudio.com/listener for privacy information.

Peter Diamandis and Emad Mostaque sit down with Cathie Wood and Nikhil Chandhok at Moonshots Live 2026 to discuss the Tesla-SpaceX merger, the path to $1 million Bitcoin, the rapid rise of AI, stablecoins, and the broader bull case for America. This episode was filmed at Moonshots Live 2026. Learn more at https://moonshots.com/  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 Emad Mostaque is the founder of Intelligent Internet ( https://www.ii.inc )  Cathie Wood is the founder, CEO and CIO of ARK Invest, where she focuses on investing in disruptive innovation across areas including AI, robotics, blockchain and emerging technologies. Nikhil Chandhok is the Chief Product & Technology Officer at Circle, helping lead the company's product and technology strategy around digital finance and stablecoins.  – This event is presented with Circle — https://www.circle.com/ _ Connect with Peter: X Instagram Substack Website Xprize A360 Connect with Emad: X Linkedin Learn about Intelligent Internet Read Emad's Book Connect with Cathie: Website X Instagram LinkedIn Connect with Nikhil:  Website LinkedIn Listen to MOONSHOTS: Apple YouTube Follow MOONSHOTS:  Instagram TikTok X Threads – *Recorded on September 25th, 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 mounting warnings from AI labs, a researcher's claim that we're “gambling with our lives,” calls to slow AI development, and the accelerating race toward superintelligence. 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  – This episode is brought to you by: 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 Connect with Emad  ⁠⁠⁠⁠X⁠⁠⁠⁠ ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠ Learn about Intelligent Internet: https://www.ii.inc Read Emad's Book: https://thelasteconomy.com  Listen to MOONSHOTS: Apple YouTube Follow MOONSHOTS:  Instagram TikTok X Threads – *Recorded on September 10th, 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 FutureVision XPRIZE is presented by Salesforce, ARK Invest, Xsolla and Range at Moonshots Live 2026. Learn more at moonhsots.com Congratulations to the FutureVision XPRIZE winners: 1st Place: THE GIFTED by Jeff Synthesized — https://youtu.be/yivXyWCaEc8 2nd Place: NOBODY DIES ON MARS by Verena Puhm — https://youtu.be/spQleIK5dLI 3rd Place: THORNE PROTOCOL by J. Ryan Williams — https://youtu.be/cvQkQSp22JU 4th Place: SENTI by Isen Robbins — https://youtu.be/aW9mRLJbd0A 5th Place: SLINGSHOT by Hal Watmough — https://youtu.be/ClWd4e6rOWk —- 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 – 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 September 25th, 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 Jensen Huang pushing back on AI doomers, Xi Jinping and Donald Trump's AI talks, the rebranding of AGI as “superintelligence,” and the rapidly accelerating race in AI models, robotics, and science. This episode was filmed at Moonshots Live 2026. Learn more at https://moonshots.com/ 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  – This event is presented with: Google — https://www.google.com/ Circle — https://www.circle.com/ Future Vision XPRIZE Partners: Salesforce — https://www.salesforce.com/ ARK Invest — https://www.ark-invest.com/ Xsolla — https://xsolla.com/ Range — https://www.rangemp.com/ Build with Gemini XPRIZE Partner: Google — https://www.google.com/ _ 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: https://www.ii.inc Read Emad's Book: https://thelasteconomy.com  Listen to MOONSHOTS: Apple YouTube Follow MOONSHOTS:  Instagram TikTok X Threads – *Recorded on September 25th, 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 Build with Gemini X prize is presented by Gemini. Learn more at moonhsots.com Congratulations to the Build With Gemini X winners: 1st Place: POLYFORK by Lucas Martinic 2nd Place: TICIAN CIERRE by José Edgar Peña Ramirez 3rd Place: MYFIXAM by Jane Chukwuyen Odum and Ayodele Daniel Dada 4th Place: LAUNCHBRIDGE by Chase Rosen and Leonardo Fall 5th Place: DODOPREP by Naveed Ahmed —- 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 – 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 September 25th, 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 episode was filmed at Moonshots Live 2026. Learn more at https://moonshots.com/ The mates sit down with Palmer Luckey on Moonshots Live to discuss autonomous weapons, AI risk, Anduril's approach to humanoids, the real threats posed by AI, VR's peak, and what's next for the future of technology. 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 Palmer Luckey is the founder of Oculus VR and defense technology company Anduril Industries, known for helping pioneer modern virtual reality and later building AI-powered defense systems. – This event is presented with: Google — https://www.google.com/ Circle — https://www.circle.com/ Future Vision XPRIZE Partners: Salesforce — https://www.salesforce.com/ ARK Invest — https://www.ark-invest.com/ Xsolla — https://xsolla.com/ Range — https://www.rangemp.com/ Build with Gemini XPRIZE Partner: Google — https://www.google.com/ _ 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 Palmer:  Website X LinkedIn Listen to MOONSHOTS: Apple YouTube Follow MOONSHOTS:  Instagram TikTok X Threads – *Recorded on September 25th, 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

What's up, everybody? It's Tom Bilyeu here:Want my help starting a business? Join me here inside Zero To FounderSign up for my AI Masterclass: AI MasterclassFollow Me:Instagram: https://www.instagram.com/tombilyeu/Tik Tok: https://www.tiktok.com/@tombilyeu?lang=enTwitter: https://twitter.com/tombilyeuYouTube: https://www.youtube.com/@TomBilyeuTailor Brands: Check out Tailor Brands to get started with your business today: https://bit.ly/TailorBrandsSeptQuince: Free shipping and 365-day returns at https://quince.com/impactpodElevenLabs: Book your demo at https://elevenlabs.io/impactpodCash App: Download Cash App Today: https://capl.onelink.me/vFut/v6nymgjl #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. Cash App Green features, Savings, Direct deposit, Round ups, Overdraft coverage and Discounts provided by Cash App, a Block, Inc. brand. Visit cash.app/legal/podcast for full disclosure.Ketone IQ: Visit https://ketone.com/IMPACT for 30% OFF your subscription order.ATT Business: Switch to AT&T Business at https://business.att.comIncogni: Take your personal data back with Incogni! Use code IMPACT at the link below and get 60% off an annual plan: https://incogni.com/impact Quo: ​​Try for free PLUS get 20% off your first 6 months at https://quo.com/impactPipedrive: Get more leads and grow your business. Go to https://www.pipedrive.com/impact and get started with a 30-day free trial.Netsuite: For the first time ever you can try NetSuite Next for free. If your revenues are at least in the seven figures, go to https://NetSuite.ai/Theory.Butcherbox: Go to https://ButcherBox.com/IMPACT to get $20 off your first box, plus your choice of free ribeye, new york strip, or filet mignon in every box for a year — with free shipping alwaysThe team breaks down a real and fast-moving shift in the AI industry: open-weight models, which were a rounding error (~7% of traffic) back in December, have exploded—accounting for 56% of tokens generated by August, with Vercel CEO Guillermo Rauch reporting a single-day record of 78.4% on September 19th, and spending on three Chinese labs (Moonshot, DeepSeek, z.ai) on that day topping spend on OpenAI. The host walks the money: open-weight share of dollars on the Vercel gateway went from under 4% in June to 8.6% in July to 14% in August, average price per token fell 23% in August alone, and developers are splitting the workload—hard, high-stakes work still goes to Anthropic (which has held 61%+ of gateway spend every month since December), everything else goes to whatever's cheapest. His read on what's breaking: not the frontier, but the low end of the big players—OpenAI's and Google's cheap "gateway" models are getting obliterated as people conclude "you're not as good as Anthropic, so I'll either pay for the best or use the cheap stuff." The real winners, he argues, are the chipmakers and cloud/inference providers (like Vercel), because value is shifting from owning the model to just providing access to the compute—the commoditization of intelligence. He frames the optimistic upside: companies will increasingly host their own open-weight models to keep their work proprietary and build a real edge, rather than everyone using the identical public tool. Ryan pushes the counter-thesis—that if OpenAI had stayed the 2015 nonprofit and gone all-in on open source (his analogy: how OBS open-sourced screen recording and dominated), the US might be further ahead of China. Tom steelmans it but argues the fatal flaw: someone has to build the "brains," the data centers are staggeringly expensive, and there's still no observed ceiling to how much smarter models get with more compute—so without the profit incentive to aggregate that capital, AI would have stalled out entirely. His synthesis lands close to the Musk-era idea: keep the frontier model paid to fund the enormous buildout, let older generations go open source to drive sub-frontier innovation, and don't let the government kill open weights. They also dig into China's logic—giving models away free as an authoritarian-enabled disruption play they can clamp down on later once they're manufacturing their own chips—and the cynical data angle that free Chinese models feed usage data straight back to labs that can close them off anytime. A sharp, first-principles look at where the AI value—and the risk—is actually moving.The team steps back from any single flashpoint to map how the world's conflicts are increasingly linking into one interconnected crisis. The weekend's near-escalation—a Houthi missile barrage on Riyadh, an Aramco depot fire, a State Department warning to reconsider travel to the entire region, and Trump briefly in "deciding mode" before reportedly backing off—is treated as just one node in a much larger web. The host lays out the loosely-sourced but growing hypothesis tying it all together: a China-Russia-Iran-North Korea alignment whose logic is to keep the US bogged down in as many places as possible—so China can move on Taiwan (possibly accelerating a 2027 timeline if it feels cornered on AI and chips), Russia can test whether NATO's guarantees mean anything while a wartime economy gives Putin every incentive to keep the Ukraine stalemate going, and Europe openly tells its citizens to prepare for war, with Germany talking about the biggest military on the continent. Threaded through every conflict is the same economic engine: the disruption of the Strait of Hormuz and Bab el-Mandeb has pushed shipping costs from roughly $6–7 to $23+ per barrel, and that slow-building penalty cascades into fuel, food, and fertilizer crises—potentially a hard-winter scenario that pushes Europe to "escalate to de-escalate." The host's synthesis: calling it World War III is overstated, but these conflicts are genuinely connected and waiting on a spark. He traces the root cause to the erosion of the US as the "monolithic keeper of global peace"—a decline he pins on internal division and a watershed in Russia's Ukraine invasion—and argues America is now in a "Suez Canal moment": if it can't reopen Hormuz by force, the world's near-universal "back down when America says so" reflex collapses, and the US has to actually fight every skirmish at an unaffordable cost, on top of staggering debt. He frames it as a once-in-a-century shift in great-power politics unfolding at the exact moment AI emerges as the defining strategic technology, and closes on his recurring warning: regulating AI to death would hand China the opening to corner "intelligence itself." (A chat-prompted aside, which the host flags as a troubling hypothetical, entertains whether a large-enough war could be used to justify postponing an election—landing on Congress as the necessary check.)The team breaks down Trump's declaration of an "ultimate deal" with Denmark over Greenland—and separates the victory lap from the substance. The host's read: much of what Trump is trumpeting was already in place under the 1951 US-Denmark agreement (which lets the US operate military bases there), and he's taking a modest update and blowing it up for low-information voters who only hear the headline. But there is a genuinely new and strategically significant element—Greenland can no longer allow foreign-adversary infrastructure, specifically shutting China out. He explains why that matters: China has been insinuating itself into the Arctic (icebreakers, a new shipping route, calling itself "Arctic-adjacent"), and Chinese-built infrastructure/tech has a documented pattern of quietly sending data home (he cites a Nordic test where an isolated Chinese car kept pinging China), so keeping Chinese equipment out of a territory that sits on the direct line of any Russian attack on the US—and any future "golden dome" early-warning/defense system—is a real national-security win, one he says Denmark, Greenland, the UK, and the US all seem to accept. His broader points: this is smart strategy people miss because they hate Trump, and he argues there's a real shift toward Americans who no longer believe the US has moral standing to be the strongest power—a view he rejects, favoring a US that reestablishes its moral core but refocuses on hemispheric defense rather than policing the world. His sharpest criticism is Trump's method: publicly humiliating counterparts ("be the little bro, pat them on the head") breeds the exact resentment now visible with Canada and Europe, when the same wins could be gotten privately while letting the other side save face. On the forward look, he frames Greenland's real friction as a potential US-Europe proxy fight, notes that Europe won't fully hitch itself to China because China is aligned with Russia (a "suicide mission" militarily), and addresses a viewer point that America is rapidly losing soft power—arguing the only durable way to bring allies back is genuine economic and military strength (people getting richer by aligning with America), not threats, which produce brief compliance and permanent option-seeking. His path: stabilize Iran, lean into the Abraham Accords and hemispheric energy (Venezuela + US), stop policing the world, calm the violent left-right whipsaw, and grow the economy through AI.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In diesem Deep Dive spricht Markus mit Alexander Glätzle, Mitgründer und Geschäftsführer von planqc. Das Münchner Startup baut Quantencomputer, die Informationen in einzelnen Atomen speichern, und wurde vor einem Jahr zum deutschen Startup des Jahres gekürt. Aufgenommen live beim FFG-Forum in Wien.Alexander ist in Innsbruck aufgewachsen, hat dort bei Peter Zoller promoviert und war danach in der Unternehmensberatung, bis ihn seine späteren Mitgründer 2022 zurückholten. Anstoß war das Munich Quantum Valley und die Bedingung der Politik, dass aus der Forschung auch eine Firma entstehen muss.Die beiden sprechen darüber, warum ein 30-Millionen-Auftrag vom DLR innerhalb weniger Monate 50 Millionen an privatem Kapital nach sich zog, was ein Kundenprojekt von einem Forschungsprojekt unterscheidet und warum planqc die ersten Leute vor allem aus dem eigenen Netzwerk geholt hat. Alexander erklärt, was Österreich tun müsste, um im Quantenbereich mitzuhalten: wenige Felder, dafür Summen, die mit Deutschland und England vergleichbar sind. Außerdem geht es um das Tempo in den USA und China, die Grenzen der EU-Förderung und die Frage, wann Quantencomputer Verschlüsselung knacken können und warum das kein Weltuntergang ist.Zum Schluss: warum er Familie und Arbeit bewusst zwischen Innsbruck und München trennt, eine Musikempfehlung statt einem Buch und ein Moonshot zur personalisierten Medizin.Production: Hanna MoserMusik (Intro/Outro): www.sebastianegger.com

Moonshots are big, audacious ideas that have the potential to change the world. Today, they've become synonymous with Silicon Valley and vast corporations.But Salima Bhimani, who worked at Alphabet, Google's parent company, helping its famous “Other Bets” arm, believes we've made the concept of moonshots too simple and too insular. Some of the most consequential innovations in human history didn't require billion-dollar startups, and some of the people with the most important ideas today may live thousands of miles from Silicon Valley, without access to its money, networks or privilege.

Emma meets NASA's Chief Programme Management Officer, Kevin Gilligan. Kevin explains how NASA delivers some of the world's most ambitious programmes – from the historic Artemis voyage and a sustained presence on the moon to new propulsion technologies and commercial space partnerships. He shares how project management helps balance speed, rigour and risk, and why openness, resilience and learning from failure are vital when tackling missions that seem impossible.

China is leading global headlines in the AI trade today, according to Sam Vadas. She takes investors through her top takeaways through China's investigations into DeepSeek and Moonshot AI. Sam adds that Broadcom (AVGO) faces scrutiny in the country as well. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

The mates sit down for Round 2 of the AMA to answer audience questions and dive into the latest developments across AI, technology, and the future. 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 – This episode is brought to you by: 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 September 18th, 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

Chad Tracy speaks for the 1st time since being named Red Sox manager // Trying to pinpoint what's going on with Drake Maye // Ted Johnson would change mostly everything else before Drake Maye // Is the New England fanbase being too hard on Drake Maye? //

In this episode, we talk about the Moonshot Series cards that should be on your god squad in MLB The Show 26. Subscribe on YouTube at youtube.com/@kdjtv611.

Bittensor TAO is finally breaking out. The #1 AI project in all of crypto is starting to heat up again, so we need to look at the reasons why. In today's episode we discuss the best performing subnet within the ecosystem which has been turning heads in the AI inference industry. This could be the one to reach global adoption.

Mike and Mark discuss Daniel Susskind's Growth and challenge one of the biggest assumptions in modern life: that more is automatically better. More money, a bigger house, a faster-growing business, a better job — we're constantly encouraged to keep moving forward. But Susskind asks a more important question: what kind of growth do we actually want?In this episode, Mike and Mark explore why growth always comes with trade-offs and unintended consequences. They look at how chasing more can create extra stress, complexity and pressure, and why the goal shouldn't simply be economic prosperity, but prosperity with purpose. Growth isn't just about getting bigger or richer. It's about being intentional about the direction you're heading and understanding what you may be giving up along the way.They bring these ideas into everyday life, from buying a bigger house or upgrading the car to taking on another client or chasing the next promotion. Sometimes these choices look like progress on the surface, but they can also mean more debt, less freedom, longer hours or less time with the people who matter. The challenge is to distinguish between more growth and better growth.Mike and Mark also explore what Susskind's ideas mean for careers in an age of AI and rapid technological change. The future is becoming less predictable, which means preparing for one fixed career or discovering one perfect “calling” may no longer make sense. Instead, the opportunity is to remain adaptable, keep learning and be open to multiple possible futures.This episode is a powerful reminder that growth isn't simply something that happens to us. We have choices about its direction, its speed and its purpose. If you're questioning what success should look like in your career, business, finances or life, Daniel Susskind's Growth offers a new way to think about what you're really growing toward.Become a Moonshots member:http://patreon.com/c/MoonshotsBuy Daniel Susskind's Growth on Amazon:https://geni.us/drnIb

Fresh out of the studio, Jon Russell from Asia Tech Review and executive director at Ellerton & Co., returns to trace how Chinese AI crossed from technological challenger into a commercial industry and a geopolitical export model. He unpacks the first public earnings from Z.ai and MiniMax, where revenue growth above 300% still cannot explain the valuations, and why cutthroat domestic competition makes international expansion existential for Chinese labs. Bernard and Jon examine the hidden on-premises market, the sovereignty stacks forming in Europe and Asia, why the copying narrative around distillation collapses under scrutiny, and China's remaining bottleneck in lithography. Jon closes on what he calls the dome: an AI ecosystem now self-sufficient from technology through to capital."The really impressive thing isn't just that China's building its own tech stack. It's that—it's so integrated. Companies are going public, they're raising money. It's entirely self-sufficient from the technology to the financing side too, right? So I think that's the really crazy bit for me. It's not like they have to build these companies and at some point they have to go public in America, right? They can do this all now in China and Hong Kong. But that's the ultimate thing, right? Capital is what these companies need, and if they can also get that from China too, then that completes the system. So it's almost like a dome has now got on top, right? Everything's in there." - Jon RussellProfile: Jon Russell from Asia Tech Review and executive director at Ellerton & Co LinkedIn: https://www.linkedin.com/in/jmarussell/Newsletter: https://www.asiatechreview.com/Episode Highlights: [00:00] Quote of the Day by Jon Russell[01:30] Introduction: Jon Russell[04:00] Chinese CEOs step onto the stage themselves [06:30] Has China AI crossed from challenger to industry? [07:00] Private AI valuations beyond anything ever seen [09:15] Z.ai revenue growth above 300% [10:30] Valuations conventional ratios cannot justify [11:00] Moonshot postpones its IPO, waiting for Anthropic [13:15] Cloud is marketing, on-premises is the real market [16:00] Why most AI revenue stays out of public view [17:45] Segmenting China AI companies from BAT to Upstarts [19:45] First time the world cares about a Chinese model release [21:15] The belief about Chinese AI the Bay Area gets wrong [23:45] Qwen's problem: huge adoption, tiny revenue [25:15] Chinese models undercutting US margins tenfold [26:00] Not the dotcom bubble — the railway bubble [29:30] Distillation, old books, and the irony of the copying claim[33:30] AI as the next iteration of One Belt One Road [35:30] Why Anthropic prioritises Japan, Korea and Australia [35:45] The shift to ChatGPT Enterprise across the region [37:00] Switching to Qwen and DeepSeek at one-tenth the cost [38:15] Distribution is the real piece [42:45] The surprise: enterprises run both Claude and ChatGPT [45:30] Where is China's real bottleneck in the AI stack? [47:15] China is not a monolithic organisation [48:30] Lithography and ASML remain the hardest component [50:45] The dome closes over the Chinese AI ecosystem [51:00] The bigger prize: default infrastructure for the Global South [53:00] Belt and Road, Central Asian rail, and long-horizon returns [55:45] Most of the world cannot afford frontier models [57:00] ClosingPodcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format.

Lumen Technologies is reducing leverage and reinventing itself as an AI play after completing one of the biggest-ever out-of-court debt restructurings. “We had to keep as many winners as possible if we were going to be able to pull this off,” Chris Stansbury, the company’s president and chief financial officer, tells Bloomberg News’ James Crombie and Reshmi Basu and Bloomberg Intelligence’s Phil Brendel in the latest Credit Edge podcast. “It was a moonshot and it worked,” Stansbury adds. They also discuss capital-expenditure plans, a copper-scrap opportunity worth “hundreds of millions of dollars,” and Lumen’s exposure to the AI backlash. See omnystudio.com/listener for privacy information.

On this week's show Patrick Gray and James Wilson are joined by former US Cyber Command executive director turned PwC's Cyber, Data & Technology Risk leader Morgan Adamski to talk through the week's news, including: More tech guys penned more open letters and AI will destroy us all! Another Wednesday, another congregation of OpenAI agents on wikis… yawn OpenAI agents were behind the headscratching RubyGems hacking campaign in May The FBI will disrupt more adversary operations, NSA is creating more mission centres, lawmakers want sanctions on hackers-for-hire… Release more hounds! So many platforms, so many bugs, so many patches breaking other stuff Much, much more… This week's show is brought to you by Airlock Digital. Its co-founders Daniel Schell and David Cottingham join Patrick to talk about how Airlock has integrated itself with Crowdstrike via its Falcon Foundry platform. This episode is also available on YouTube Show notes AI researcher says there is 'substantial probability' AI could kill all humans in next decade | NBC News Tech Dario Amodei — We Must Pace the Frontier | Social Signals China spy chief points at US AI models in cyber threat warning | therecord.media Weixin Official Accounts Platform | Trump calls concerns over A.I. destroying humanity a “hoax” | NBC News Tech Dr_Gingerballs (@Dr_Gingerballs) on X | X (formerly Twitter) Sam Altman backs Anthropic CEO's call to slow down the global AI race | NBC News Anthropic: Detecting and countering misuse of AI, September 2026 | anthropic.com AI lets small actors run state-level hacking campaigns, Anthropic report finds | cyberscoop.com Users in Houthi-held Yemen tried to develop advanced weapons with AI, Anthropic says | apnews.com Anthropic caught Russia-linked spies using Claude in hacking operations | therecord.media OpenAI's rogue agents used at least 10 more sites for unauthorized comms, researchers say | reuters.com Researchers say OpenAI agents were behind May hacking campaign targeting RubyGems | cyberscoop.com Anthropic claims Moonshot, DeepSeek secretly diverted user requests to Claude | South China Morning Post WeWorm | Social Signals Hackers exploit Tencent app flaw to deploy GrayRabbit malware | BleepingComputer New FBI cyber strategy promises increase in adversary disruptions | Cybersecurity Dive US disrupts Xinbi Guarantee marketplace fueling the cyber scam economy | therecord.media Thorough reorganization at NSA will create five 'mission centers,' including cyber and AI | therecord.media Lawmakers call on Treasury to sanction hackers-for-hire | cyberscoop.com CISA: WatchGuard RCE flaw now exploited in ransomware attacks | BleepingComputer Dutch NCSC: Critical Check Point VPN flaws exploitation is imminent | BleepingComputer GitLab's critical flaw is already drawing internet-wide probes | cyberscoop.com Cisco warns customers of actively exploited zero-day in email gateways | cyberscoop.com 4 groups caught using the same Chrome and Windows exploit kit | Ars Technica September Windows Server updates break Remote Desktop Services | BleepingComputer Microsoft confirms KB5002914 Excel update breaks copy and paste | BleepingComputer Microsoft: September updates break audio on some Windows PCs | BleepingComputer ClickFix attacks infecting PCs and Macs are going viral | arstechnica.com Passkey-themed phishing attacks lead to Microsoft 365 data theft | BleepingComputer

It’s the end of the world and we know it… CPI numbers – HOT – Markets think hit a top – or just options Friday? Sell Rosh Hashana and Buy Yom Kippur? Plenty of AI PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John S. Dvorak on X Follow Andrew Horowitz on X Warm-Up - Follow Up - I am the House! - 10YR shot above 5% on Monday - Follow Up 2 - Straight of Hormuz - NO Boats passing (can we please stick to the facts?) - CPI numbers - HOT - Markets think hit a top - Let's talk end of the works - Cyberdyne IRL Markets - 100% Probability of a rate hike this week - Sell Rosh Hashana, Buy Yom Kippur - HACK ETF - Cybersecurity name up 49% YTD DHU MAILING LIST! - Go to DHUnplugged.com FED HIKE IS BACK - Fed meets Tuesday-Wednesday, with a 25 bp hike to 3.75%-4.00% now the dominant expectation. - 85% of economists surveyed expect a hike; futures moved to roughly 90% odds after the latest inflation data. - August CPI rose 0.4% month-over-month and 3.4% year-over-year; core rose 0.3% for the month and 2.4% annually. - Markets are increasingly pricing additional tightening beyond September rather than this being a one-and-done move. AND -> THE 5% TREASURY IS BACK - The 10-year Treasury yield briefly crossed 5% Monday for the first time since 2023. - Higher oil prices, hotter inflation, heavy bond supply and expectations for more Fed tightening are all pushing yields higher. - The move raises the hurdle rate for stocks while feeding directly into mortgages, corporate borrowing and other credit. - Bonds are becoming meaningful competition for equities again at a time when stock valuations remain elevated. SLOW DOWN THE AI - Anthropic CEO Dario Amodei called for deliberately slowing frontier-model advancement to create more time for safety controls. - Sam Altman and Elon Musk publicly backed the push for more caution; Microsoft separately released a draft AI code requiring models to remain under human control. - Microsoft says its models must accept shutdowns and corrections and should not be designed around claims of consciousness or legal rights. - The semiconductor index dropped more than 5% Monday; Nvidia, Broadcom, Micron and AMD were among the major casualties. DEEPSEEK CHANGES THE MEMORY MATH - DeepSeek's latest architecture sharply lowers the amount of memory required to run inference, including a major reduction in KV-cache requirements. - This is not simply HBM being replaced by SSD: the architecture reduces both high-speed memory and persistent-storage requirements per inference. - That complicates the straight-line thesis that every incremental AI token requires proportionally more HBM and storage. - Micron, Samsung and SK Hynix still benefit from enormous AI memory demand, but will efficiency gains become an important counterweight to unlimited-demand forecasts? V4V - What is it and how can you participate? TOKENS - A Quick Tutorial ORACLE SAYS THE AI SPENDING IS REAL - Oracle booked more than $30 billion of new AI cloud contracts during the quarter, taking total backlog to $664 billion. - Revenue rose 30% to $19.3 billion and adjusted EPS came in at $1.92 versus $1.74 expected. - Oracle spent $28.5 billion on capex, but about $11.36 billion was offset by customer prepayments. - Most new AI orders use prepayments, customer-owned hardware or similar arrangements, reducing the amount Oracle itself must finance. AI STOCKS MEET THEIR FIRST REAL NARRATIVE PROBLEM - The Philadelphia semiconductor index dropped roughly 5.4% Monday even though it remains up about 58% for the year. - Nvidia fell roughly 2.6%; Broadcom, Micron and AMD were each down around 4% during the session. - The new concern is not whether AI works, but whether safety restrictions could slow the pace of model releases and infrastructure spending. - Software names including Adobe, ServiceNow and Workday initially benefited as investors reconsidered how quickly AI might disrupt incumbent software. CHATGPT INVENTS THE WITNESSES - A New Mexico defense lawyer was fined $5,000 and held in contempt after submitting fabricated police testimony and nonexistent witnesses generated by ChatGPT. - The attorney had used ChatGPT to summarize trial proceedings and failed to verify the output before filing it with the court. - The appeal was reassigned to a public defender and the attorney was referred for further disciplinary review. - This goes beyond fake case citations: the system generated supposed factual evidence and attributed it to witnesses who did not exist. HUMANOID ROBOTS: FROM IPO MANIA TO THE BATTLEFIELD - China is researching humanoid robots for reconnaissance, logistics, hazardous missions and potentially urban combat. - Separately, Chinese regulators are tightening scrutiny of humanoid-robot IPOs after extreme volatility surrounding Unitree Robotics. - Unitree shares reportedly fell roughly 45% after initially increasing fivefold following its listing. - Hyundai-owned Boston Dynamics also said a 2027 IPO is unlikely; Hyundai wants production capacity of roughly 30,000 robots annually by 2028. CHINA GETS ACCUSED OF INDUSTRIAL-SCALE AI COPYING - U.S. officials accused six Chinese AI companies, including DeepSeek, Moonshot and Alibaba, of using U.S. models for large-scale distillation. - Distillation trains smaller models using outputs from more powerful models, dramatically reducing development cost and time. - U.S. officials said the activity targeted technology from Anthropic, OpenAI, Google and SpaceX. - China rejected the allegations and argued that distillation is a normal industry technique also used by American companies. OIL BACK ABOVE $100 - Brent traded around $107 Monday and WTI around $103 after fresh attacks on Saudi infrastructure and Middle East shipping. - Saudi Arabia's East-West pipeline was temporarily disabled, threatening a route capable of carrying roughly 4% of global crude supply. - Gulf states postponed planned talks with Iran over the Strait of Hormuz as regional tensions widened. - Physical crude prices are becoming highly location-dependent: barrels with secure export routes command major premiums while trapped grades trade at steep discounts. COPPER GOES VERTICAL - Copper has recently traded near record territory around $14,500-$14,700 per metric ton. - Tight mine supply is colliding with demand from electric grids, data centers, renewable power and other electrification projects. - Tariff uncertainty has also distorted flows as traders move available metal toward markets offering the highest prices. - Copper's surge makes proposed mining combinations such as Anglo American-Teck increasingly valuable; that roughly $54 billion deal is still awaiting Chinese regulatory approval. THE BIG MYSTERY BANK SANCTION - Treasury Secretary Scott Bessent said the U.S. would sanction a large bank as part of increased financial pressure on Iran. - He initially declined to identify the bank or its country. - The campaign has already targeted oil, shipping, finance, aviation, weapons procurement and digital-asset channels connected to Iran. - The market question is whether secondary sanctions begin touching larger banks or companies outside Iran that facilitate trade. APPLE'S $1,999 FOLDING BET - Apple launched the iPhone Duo, its first folding iPhone, priced at $1,999. - It opens to a 7.6-inch display and represents one of Apple's biggest changes to the iPhone form factor in years. - The launch puts Apple directly into a market dominated by Samsung and Huawei and could help push foldables beyond their current niche. - It is also arriving during a severe memory-and-storage chip shortage that has already forced higher pricing elsewhere in Apple's product lineup. PRIVATE CREDIT REDEMPTION PRESSURE EASES - Investors in BlackRock's $23.1 billion HPS Corporate Lending Fund requested withdrawals equal to about 11.5% of shares, down from 13.3% the prior quarter - BUT, is this just a rounding error? - The fund will repurchase only 5%, the normal quarterly limit, leaving some redemption requests unfilled. - Other BlackRock private-credit vehicles also showed lower withdrawal requests during the quarter. - Private-credit investors have been worried about lending standards and heavy exposure to software companies potentially disrupted by AI. DID WE DISCUSS >>> THE $50 BILLION DATA-CENTER IPO - SB Energy is reportedly seeking a valuation above $50 billion despite having no operational data centers. - It reported about $139 million of first-half revenue against a $3.21 billion net loss. - The company claims roughly $439 billion of project backlog. - OpenAI is an investor, warrant holder and major future customer; Nvidia is also providing capital while supplying the chips. - Soooooo...... No operating data centers, billions in losses and a possible $50 billion valuation. At least they remembered to build the valuation first.   Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!   FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

上半年，港股迎來中國AI新創的IPO狂歡，MiniMax、智譜AI等知名公司相繼掛牌。然而走到第三季，超過一半的AI中企股價跌破發行價，頂尖新創Moonshot見狀也傳出到上海雙重上市。為什麼熱潮後繼無力？ 文： 田孟心 製作團隊：莊志偉、張雅媛、鄭子鴻 ＊閱讀零時差，點這看全文

ModelTalk regulars Nathan Lambert, who writes Interconnects, and writer Jasmine Sun join to work through a week in which Dario asked the industry to slow down and Trump called the whole thing a conspiracy. Why the Hugging Face hack broke through where years of extinction talk didn't, and how Bernie, Tucker, and Rogan ended up on the same side What “pacing” even means: Nathan's case that nobody can measure the frontier, and why it still beats “pause” Who gets Slack access: METR's monopoly on trust, CAISI's $10 million, jury duty for AI researchers, and why nothing survives without legislation Will China slow down too? Zhipu and Moonshot turning the crank, military secrets leaking into Claude through proxy routers, and the MSS waking up The Sacks clap-back: whether product liability does the job, and what an eighteen-month pause costs in cancer cures and vibe-coding projects Send in Demis! plus Lu Xun as the antidote to Chongqing TikToks, and what DeepSeek's Chinese name owes to Qu Yuan Learn more about your ad choices. Visit megaphone.fm/adchoices

ModelTalk regulars Nathan Lambert, who writes Interconnects, and writer Jasmine Sun join to work through a week in which Dario asked the industry to slow down and Trump called the whole thing a conspiracy. Why the Hugging Face hack broke through where years of extinction talk didn't, and how Bernie, Tucker, and Rogan ended up on the same side What “pacing” even means: Nathan's case that nobody can measure the frontier, and why it still beats “pause” Who gets Slack access: METR's monopoly on trust, CAISI's $10 million, jury duty for AI researchers, and why nothing survives without legislation Will China slow down too? Zhipu and Moonshot turning the crank, military secrets leaking into Claude through proxy routers, and the MSS waking up The Sacks clap-back: whether product liability does the job, and what an eighteen-month pause costs in cancer cures and vibe-coding projects Send in Demis! plus Lu Xun as the antidote to Chongqing TikToks, and what DeepSeek's Chinese name owes to Qu Yuan Learn more about your ad choices. Visit megaphone.fm/adchoices

It's been a while since we've covered a movie on Unnatural Selection that's plagued with production problems, riddled with lawsuits, and suffering from abysmal CGI. Join Emma and Greg for a special Emma's birthday episode where they talk about the 2005 adaptation of Ray Bradbury's short story A Sound of Thunder. This episode is short, it is detailed, and it features a surprisingly detailed description of a manga trope. For the best listening experience, Emma recommends reading A Sound of Thunder before listening. It will take you five minutes and it's free online. Content warnings for A Sound of Thunder by Ray Bradbury include: gun violence, trophy hunting, and the origin of several time travel tropes. Content warnings for A Sound of Thunder (2005) include: gun violence, trophy hunting, death of a loved one, drowning, the only Black actor in the party dying first in a weird and drawn out way, bugs, and terrible CGI. The articles Emma references in this episode can be found here: https://www.theguardian.com/film/2001/mar/08/news https://www.ign.com/articles/2000/12/19/renny-harlin-and-pierce-brosnan-hear-a-sound-of-thunder https://www.denverpost.com/2005/09/03/thunder-a-jurassic-farce/ https://www.latimes.com/archives/la-xpm-2005-sep-02-et-sound2-story.html https://variety.com/2005/film/reviews/a-sound-of-thunder-1200523576/ https://variety.com/2004/film/markets-festivals/elie-s-new-chapter-1117909400/ https://bombreport.com/yearly-breakdowns/2005-2/a-sound-of-thunder/ https://www.awn.com/vfxworld/sound-thunder-combining-futuristic-prehistoric Emma can be found on bluesky @crabmoney.bsky.social. Greg can be reached via the Moonshot discord or directly at hamamelis. Unnatural Selection is a part of the Moonshot Network. If you like what you've heard and want to support, you can become a patron at https://patreon.com/moonshotnetwork The music for this show was composed by Jake Loranger. You can find more of his work at https://amaranthine.bandcamp.com

The mates sit down for an AMA to answer audience questions and dive into the latest developments across AI, technology, and the future. 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 – This episode is brought to you by: 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 September 8th, 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

In Episode 296 of the Moonshots Podcast, Mike and Mark kick off a brand new series on money with Morgan Housel's The Art of Spending Money.Money is on everybody's mind.The cost of living keeps rising. Many people are living paycheck to paycheck. Relationships are strained by financial pressure. And everywhere we look, we are encouraged to spend more, upgrade more, and chase the next bigger, faster, shinier thing.But Morgan Housel invites us to ask a better question:What is money actually for?In this episode, Mike and Mark explore the psychology of spending, the trap of lifestyle inflation, and the quiet power of knowing what is enough. They unpack why so many people become captive to their spending, why status purchases rarely create lasting happiness, and why financial freedom often comes from spending less than you earn.The conversation begins with the story of the Vanderbilts and the danger of building a life that owns you. Mike and Mark then explore practical ways to spend more wisely, including delaying purchases, avoiding spontaneous dopamine spending, buying second-hand, choosing experiences over status, and experimenting with what actually brings you joy.They also reflect on the bigger idea behind Morgan Housel's work: money should create peace, freedom, control, and contentment — not stress, debt, and comparison.In this episode, you'll learn:• Why spending can quietly become a trap• How lifestyle inflation steals your freedom• Why bigger houses, faster cars, and fancier brands may not make you happier• How to experiment with what you genuinely enjoy spending money on• Why “I have enough” might be the most powerful money mantra• How experiences can create more lasting satisfaction than things• Why financial freedom starts with living within your means• How to spend money in a way that supports your best lifeThis is a Moonshots episode for anyone who wants to rethink money, reduce financial stress, and make wiser choices with their time, energy, and resources.Because the goal is not just to earn more.The goal is to spend better.Listen now and discover how to get out of the money trap, spend with intention, and find contentment in having enough.Buy the book: The Art of Spending Money by Morgan HouselJoin the Moonshots community: https://www.patreon.com/MoonshotsVisit Moonshots: https://www.moonshots.io/

So, what can OpenAI's Astra and GPT Image 2.5 actually do?Drew Brucker and Rory Flynn put OpenAI's Astra and GPT Image 2.5 models through a golf course build, a vintage typewriter animation, and a round of image edits. Rory's golf course experiment burns 70% of his weekly allowance. Drew spends three hours getting a typewriter to type. Their gift for turning a quick test into a side project remains undefeated. The pro-AI half of the show. The other half: a viral AI resignation that looks planned to the minute, Anthropic's 154-page report on how people misused Claude, and GPT Image 2.5 quietly fixing the reasons everyone kept running back to Nano Banana.This episode covers OpenAI Astra with computer use, two ChatGPT chats collaborating inside one project, Three.js and Blender renders, a fantasy football analytics hub, and Astra running Midjourney with mood boards and style references. GPT Image 2.5 multi-edit comments, sketch input, custom aspect ratios, and template creator. Anthropic's threat report, Moonshot and Kimi distillation, and the viral AI researcher resignation. ---⏱️ Fast Hour00:00 What's on Fast Hours this week?06:35 Why do traumatic moments burn into memory07:42 What was different before social media13:48 This week: Astra, GPT Image 2.5, a viral resignation15:04 Did an AI researcher really resign over ASI18:40 How to tell what is true in AI news20:42 Why quitting your AI job can't stop superintelligence27:01 What do the cited reports allege about Kimi28:33 What AI misuse examples do the hosts discuss?34:07 How did Astra build a golf course prototype? 35:35 How did research improve Astra's first attempt? 36:33 What happened when two AI chats collaborated?39:29 Why did Rory stop the drainage research?40:02 How did Drew approach his Blender experiment?40:52 How did Astra recreate Drew's typewriter? 43:49 How long does AI-assisted 3D work take?44:43 How did Drew build a ChatGPT dashboard? 48:32 What happened when Astra explored Midjourney? 53:56 How did mood boards shape Astra's prompts?58:49 What improved in GPT Image 2.5?01:00:24 How do GPT Image 2.5 edit comments work?01:01:47 How do you request multiple image variations? 01:03:30 How well did GPT Image 2.5 resize ads? 01:07:11 How reusable templates in GPT Image 2.5 can help brands 01:08:37 What's coming next for Fast Hours?

After navigating the political turbulence of Nixon's ‘68 comeback, we lift our eyes to the sky for one of the most unifying and audacious achievements in human history. It's a single word in Billy Joel's rapid-fire historical recap, but it represents the culmination of a decade-long cosmic battle: Moonshot.In this episode of History Ignited, we explore the sheer willpower, engineering marvels, and immense bravery that put humanity on the moon. Ignited by Cold War paranoia and championed by JFK's famous challenge to the nation, the Apollo program pushed the absolute limits of 1960s technology. We examine how the space race became a proxy for global dominance and how, in the summer of 1969, it managed to briefly unite a deeply fractured world.Join us as we strap into the Saturn V, unpack the incredible risks taken by the Apollo 11 crew, and relive the heart-stopping descent to the lunar surface. We are exploring the legacy of that "one giant leap" and how it forever changed our relationship with the cosmos.Send us Fan MailAbout History Ignited: History Ignited is the award-winning kids and family history podcast inspired by Billy Joel's We Didn't Start the Fire. Each short episode explores the real stories behind the people, events, inventions, and cultural moments that shaped the world from the 1950s through the 1980s. Winner of the 2025 Webby People's Voice Award for Best Kids & Family Podcast.

(Presented by TLPBLACK: A cybersecurity intelligence platform focused on sharing curated, high-sensitivity threat insights and research with trusted security professionals.) Three Buddy Problem - Episode 113: On the show this week, the buddies dig into an Anthropic researcher quitting with a warning that AI could kill us all, the San Francisco "death cult" and their motives, and agent swarms leaving junk on public wikis and university URL shorteners. Plus, a high-quality Anthropic's threat report and the claim that Moonshot was quietly serving Claude tokens as Kimi K3, live MikroTik and Chrome zero-days that landed a day ahead of the patches, and a WeChat worm that hijacks an account via phone calls. Cast: Juan Andres Guerrero-Saade, Ryan Naraine and Costin Raiu. Timestamps: 0:00 Introductory banter, TLP Black 5:05 LabsCon, the last one, and JAGS on his keynote 8:24 Costin's agentic CTI training and what old-school CTI is missing 16:27 Anthropic's threat-intel report + IOCs 20:00 APT29 and DarkSword on hotel Wi-Fi 23:34 Bioweapons, guardrails, and what got shut down 28:07 Why is anyone running these attacks on Claude at all? 35:53 Distillation at industrial scale and the Kimi K3 fraud claim 48:43 Chinese models, Americanized, running on DGX Spark 55:00 Mr. America: local AI and the seven-layer cake 1:04:34 Should frontier AI labs poison the distillers? 1:27:05 What the frontier labs did to the security ecosystem 1:34:22 Jacob Coxon quits, and the doomer argument falls apart 1:59:13 Agent swarms littering the internet 2:07:29 Chrome zero-days, MikroTik, patch-gaps

Reuters findet zehn weitere Seiten, auf denen OpenAIs Agenten kommuniziert haben, Sam Altman zeigt sich intern offen für einen Slowdown, und ein Anthropic-Forscher kündigt mit der Begründung, die Branche spiele mit unserem Leben. David Sacks fordert daraufhin, den Anthropic-Börsengang zu stoppen. Anthropic selbst veröffentlicht ein Modell, das die Wirtschaft bis 2030 durchrechnet, und OpenAI holt Paul Christiano in den Stiftungsrat. Meta bringt Muse, einen Agenten, der Mails beantwortet und Flüge bucht, und nimmt dafür einer Rockband den Instagram-Account. Cognition und Harvey sammeln Milliarden ein, Andrew Tulloch verlässt Meta nach elf Monaten. DeepSeek liefert ein neues Effizienzmodell, während Anthropic und US-Behörden erklären, wie chinesische Labore Claude ausgelesen haben. Dazu: die DOJ-Prüfung des Groq-Deals, Microsofts 38 Gigawatt, SpaceX bremst, Grok empfiehlt die AfD, und Trump verspricht 5.000 Dollar. 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) Apple-Keynote (00:10:02) Siri Recap (00:18:53) iPhone Duo (00:24:54) OpenAIs Agenten (00:26:43) Altman und der Slowdown (00:27:56) Coxon kündigt (00:40:20) DeepMind-Maulkorb (00:41:21) Anthropics Wirtschaftsmodell (00:51:56) Christiano bei OpenAI (00:53:02) Meta Muse (01:00:55) ChatGPT Images 2.5 (01:02:06) Cognition (01:03:20) Harvey (01:04:42) Tulloch verlässt Meta (01:10:22) Kienle-Doku (01:11:13) DeepSeek V4.1 Flash (01:12:30) Destillation (01:15:38) Bitkom-Umfrage (01:15:58) DOJ prüft Groq-Deal (01:16:56) Leaderboard umgebaut (01:17:46) 200-Dollar-Accounts gestoppt (01:20:04) Microsoft 38 Gigawatt (01:20:43) SpaceX bremst (01:21:27) Grok und die AfD (01:24:14) Trumps Dividende Shownotes Apple verlangt 1.999 Dollar für das faltbare iPhone Duo - ft.com OpenAI-Agenten nutzten mindestens zehn weitere Seiten für unerlaubte Kommunikation - reuters.com OpenAI fragt den Kongress, ob ein Branchen-Slowdown überhaupt legal wäre - wired.com Anthropic-Forscher Jacob Coxon kündigt und warnt vor selbstverbessernder KI - wsj.com OpenAI räumt den Wiki-Vorfall ein und arbeitet an einem Melde-Rahmenwerk - techcrunch.com Ex-DeepMind-Sprecher: Forscher durften nicht über existenzielle Risiken sprechen - the-decoder.de Anthropic baut ein Modell für die wirtschaftlichen Folgen von KI - npr.org Paul Christiano geht in den OpenAI-Stiftungsrat - ft.com Meta-Aktie steigt nach Vorstellung des Muse-Agenten - marketwatch.com ChatGPT Images wird schneller und behält Gesichter über mehrere Bearbeitungen - siliconangle.com Cognition bei 48 Mrd. Bewertung, KI-Coding kein Winner-take-all-Markt - techcrunch.com Harvey erreicht 15,6 Mrd. Bewertung mit 550-Mio.-Runde - bloomberg.com Star-Forscher Andrew Tulloch verlässt Meta - wsj.com Skandal um Oldtimer: der tiefe Fall des Klaus Kienle (SWR Doku) - youtube.com DeepSeek V4.1 Flash senkt den Speicherbedarf für KI-Agenten - the-decoder.de Anthropic dokumentiert Destillationskampagnen von Alibaba, Moonshot und DeepSeek - techcrunch.com NSA, CISA und FBI warnen vor KI-Wissensabfluss nach China - heise.de Bitkom: KI aus China ist für die deutsche Wirtschaft kein Thema - bitkom.org Justizministerium prüft Nvidias 20-Mrd.-Lizenzdeal mit Groq - bloomberg.com Der Artificial-Analysis-Index wurde in einer Woche dreimal umgebaut - techtimes.com OpenAI pausiert den 200-Dollar-Pro-Plan wegen der Astra-Nachfrage - x.com Microsoft will 26 Gigawatt Rechenkapazität zubauen - bloomberg.com SpaceX baut sein Rechenzentrumsprogramm um und bremst die Expansion - theinformation.com Grok empfiehlt die AfD für die Berlin-Wahl - linkedin.com Trump verspricht jedem Erwachsenen 5.000 Dollar Dividende - ft.com

AP correspondent Ed Donahue reports on 2 astronauts who are leaving NASA.

How do you raise children to think beyond limits and create meaningful change? Visionary entrepreneur Naveen Jain joins Darius on The Greatness Machine for a fascinating conversation on leadership, innovation, and the power of exponential thinking. He shares how a simple promise led to a $5 billion stock surge, the importance of resilience in entrepreneurship, and why curiosity is the key to solving the world's biggest challenges. Naveen also reveals his unique approach to parenting—raising children to be problem-solvers rather than rule-followers—and how this mindset has shaped his own success. In this episode, Darius and Naveen will discuss: (00:00) Introduction to Purposeful Living (02:59) Naveen Jain's Journey and Philosophy (06:13) Personalized Health and Nutrition Insights (09:08) Parenting and Raising Entrepreneurial Children (12:00) The Role of Exposure in Child Development (15:00) Fostering Curiosity and Critical Thinking (18:09) Redefining Success and Self-Worth (20:50) The Nature vs. Nurture Debate in Success (33:07) Wealth and Parenting: The Balance of Privilege (35:59) Teaching Kids the Value of Money and Contribution (38:51) Instilling a Sense of Purpose and Service (41:57) Fostering Intellectual Curiosity and Creativity (44:07) The Role of Unconditional Love in Parenting (49:02) Navigating Work-Life Integration as a Parent (51:59) Lessons on Partnerships and Decision-Making (55:04) Final Thoughts: The Importance of Intellectual Curiosity Naveen Jain is an Indian-American entrepreneur and business executive known for founding InfoSpace, which was once one of the largest internet companies in the American Northwest. Following the dot-com bubble crash, he shifted his focus to groundbreaking ventures in space exploration and health technology. He co-founded Moon Express in 2010, where he serves as Executive Chairman, and later founded Viome in 2016, where he is currently the CEO. Listen to the first episode here:  https://podcasts.apple.com/au/podcast/304-naveen-jain-part-1-moonshots-and-mindset-why-big/id1555334180?i=1000672328585  Connect with Naveen: Website: https://naveenjain.com/ Website: https://www.viome.com/  LinkedIn: https://www.linkedin.com/in/naveenjainintelius Instagram: https://www.instagram.com/naveenjainceo/ Twitter: https://twitter.com/Naveen_Jain_CEO  Connect with Darius: Website: https://therealdarius.com/ Linkedin: https://www.linkedin.com/in/dariusmirshahzadeh/ Instagram: https://www.instagram.com/imthedarius/ YouTube: https://www.youtube.com/@Thegreatnessmachine  Book: The Core Value Equation https://www.amazon.com/Core-Value-Equation-Framework-Limitless/dp/1544506708 Write a review for The Greatness Machine using this link: https://ratethispodcast.com/spreadinggreatness. 

Somewhere along the way, a lot of us got way too practical. We learned what's realistic, reasonable, and likely to work. We became responsible adults who pay the mortgage and don't launch every half-baked idea that hits us in the shower. Great. But what if being “realistic” is sometimes just fear with better branding? In this episode of This Is Woman's Work, Nicole Kalil talks with Dr. Salima Bhimani, moonshot architect, entrepreneur, former Alphabet Chief Strategist for Responsible Technology, CEO of 10x Responsible Tech, and author of Invent Now: The Next Leap in Moonshots. Salima challenges the idea that innovation, AI, emerging technology, and moonshot thinking belong exclusively to Silicon Valley geniuses with billion-dollar budgets. Instead, she argues that human ingenuity exists everywhere—and that the future gets a hell of a lot more interesting when everyday people stop being passive recipients of technology and start participating in what gets built. They explore: What a moonshot idea actually is—and why it's not just for tech billionaires Why Salima believes we're wasting enormous amounts of human genius and potential How AI and emerging technology are lowering the barriers to innovation Why humanity—not technology—is the real moonshot How to stop underestimating your own ability to create change and make an impact The importance of community and collaboration when solving complex problems Why we tend to underestimate our own impact while wildly overestimating everyone else's How purpose and creativity can emerge during messy, uncertain seasons of life Why friction, frustration, and problems may be exactly where the best ideas are hiding What Salima calls the “third space,” where human ingenuity and technology come together This isn't about convincing everyone to cure cancer, build the next Google, or become an inventor. It's about getting a little less impressed by what's “realistic” and a lot more curious about what could be possible. Thank you to our sponsors! Protect your loved ones without spying on them. Go to HeyPolo.com/work or use code WORK and get 40% off your first year Connect with Salima: Website: https://salimabhimani.com/  Book: https://www.amazon.com/Invent-Now-Next-Leap-Moonshots/dp/1394394020  IG: https://www.instagram.com/moonshotmaven_salimabhimani/  Related Podcast Episodes Pioneers: 8 Principles for Building a Business That Lasts with Neri Karra Sillaman | 383 AI, Hiring, and the Future of Work (Without Selling Your Soul) with Katie Fortunato | 395 AQ: The Intelligence You Actually Need (And Why IQ & EQ Aren't Enough) with Liz Tran | 386 Share the Love: If you found this episode insightful, please share it with a friend, tag us on social media, and leave a review on your favorite podcast platform!

In Episode 295 of the Moonshots Podcast, Mike and Mark dive into Peak by Anders Ericsson, one of the most important books on mastery, expertise, and human performance.What does it really take to become great at something?The answer is not overnight success. It is not raw talent. And it is not simply repeating the same thing for 10,000 hours.Ericsson's research shows that extraordinary performance is built through deliberate practice, purposeful learning, feedback loops, and a commitment to getting better — especially when the work becomes uncomfortable.In this episode, Mike and Mark explore how expertise is available to all of us when we are willing to train with intention, seek feedback, and push beyond our usual limits. They connect Ericsson's ideas to classic Moonshots themes including Carol Dweck's growth mindset, Cal Newport's deep work, James Clear's habit building, David Goggins' discomfort mindset, and even the modern opportunity of learning faster with AI tools.Along the way, they unpack the difference between naive practice, purposeful practice, and deliberate practice — and why true mastery requires more than just showing up. It requires discomfort, accountability, coaching, goals, and a clear mental map of where you are trying to go.Mike also shares his own reflections on marathon training, coding, and the deep satisfaction that comes from setting an audacious goal, doing the work, and crossing the finish line.In this episode, you'll learn:• Why there is no such thing as an overnight expert• How deliberate practice helps you break through your current ceiling• Why feedback and coaching are essential for mastery• How discomfort becomes the pathway to growth• Why mental representations help you map the road to expertise• How AI can accelerate learning when combined with discipline and practice• Why setting clear goals, dates, and milestones makes performance easier to sustainThis is a classic Moonshots episode for anyone who wants to get better — at work, creativity, sport, learning, leadership, or life.Because peak performance is not reserved for the naturally gifted.It is built.One focused practice at a time.Listen now and start building your path to mastery.Buy the book: Peak by Anders EricssonJoin the Moonshots community: https://www.patreon.com/MoonshotsVisit Moonshots: https://www.moonshots.io/

The mates sit down with Emad Mostaque to discuss: GPT-6 Astra's ARC-AGI-3 performance, Anthropic's Fable 5.1 frontier results, Tesla's $30K Cybercab takeover, the collapse of mobility costs, AI cyber risks, and the growing debate over banning artificial superintelligence. 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  – This episode is brought to you by: 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 Connect with Emad  ⁠⁠X⁠⁠ ⁠⁠LinkedIn⁠⁠ Learn about Intelligent Internet: https://www.ii.inc Read Emad's Book: https://thelasteconomy.com  Listen to MOONSHOTS: Apple YouTube Follow MOONSHOTS:  Instagram TikTok X Threads – *Recorded on September 4th, 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

Plus: Lawmakers call to reverse cuts at CISA. Activist investor Elliott Investment Management acquires stake in Deutsche Telekom and opposes T-Mobile merger. Julie Chang hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The mates sit down with Philip Johnston and Matt Pines to discuss humanity's first star probe, Architect Labs outperforming NVIDIA by 3.4x, Musk's plan to use satellites to cool Earth, OpenAI blocking Elon, Sam Altman's four-month AGI timeline, and the first fully AI-designed chip. 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 Philip Johnston is the co-founder and CEO of Starcloud, a space technology company building orbital data centers to meet the growing energy demands of AI. Matt Pines is the CEO of Physical Superintelligence (PSI) and a national security and emerging technology expert focused on the intersection of AI, geopolitics, cybersecurity, and strategic policy.  – 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 Connect with Philip Website LinkedIn X Instagram Connect with Matt Website X LinkedIn Listen to MOONSHOTS: Apple YouTube Follow MOONSHOTS:  Instagram TikTok X Threads – *Recorded on September 1st, 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

Kevin Carter of EMQQ Global explains that AI is reshaping emerging markets, with TSMC (TSM), Samsung, and SK Hynix—his "Mag Three"—driving returns as the dominant "picks and shovels" providers. He also introduces EMQQ Global's Tigers product, offering U.S. investors exposure to China's open-weight LLMs like DeepSeek and Moonshot.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

3 Takeaways from my conversation with Deniz Kent, CEO of Prolific Machines: 1. Moonshot thinking starts with a real problem. Deniz saw conflict over resources and asked: what if cells could make everything we need? That question built a company. 2. The best technology has the lowest cost AND highest quality. When those two things align — adoption follows. Every time. 3. Assemble people smarter than you. Deniz conceived the idea. Then got out of the way and hired scientists better than himself. That's leadership.   --- About Deniz Kent, PhD • Co-Founder & CEO, Prolific Machines (Oct 2020–Present). Conceived the core technology, built the leadership team, and secured $90 M+ from top-tier investors including Breakthrough Energy Ventures, In-Q-Tel, Ki Tua Fund, Mayfield. • GSK, Scientist (Sep 2014–Sep 2015). Developed in-vitro monocyte-derived dendritic cell models to investigate tolerogenic receptors. • University of Bristol, Tumour Immunology Researcher (Sep 2014–Sep 2016). Investigated adenosinemediated suppression of CD8⁺ T cells. • UMass Medical School, Visiting Scholar (Jun 2019–Dec 2019). Advanced collaborative research on hepatic cell models. Domain expertise & credentials • Conceived the vision for optogenetic bio- manufacturing and moved to the U.S. to co-found and lead Prolific Machines. • PhD, Centre for Stem Cells & Regenerative Medicine, King's College London ('16–'20). Co-discovered a novel human liver stem cell population (Segal & Kent et al., Nat Comm 2019). Led first high-throughput small-molecule screen on iPSC-derived hepatocytes—identifying 7 novel hits, 2 under patent. • Technical specialties include optogenetics, single-cell RNAseq, iPSC differentiation, AI-driven bioprocess optimization Notable awards & recognitions • Deniz is a member of Founder's Pledge and was appointed to the World Economic Forum's Bioeconomy Initiative. Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big! Connect with Deniz Kent, PhD: Website: https://www.prolific-machines.com  X: https://x.com/prolificmachine   LinkedIn: https://www.linkedin.com/company/prolific-machines    *E - explicit language may be used in this podcast.

In June, the most capable American AI models stopped shipping as public launches and started shipping through a government gate. Six weeks later the gate is open again — and the real fight has moved to the layer no gate can touch. A Chinese open-weight model rattled trillions out of chip stocks, Washington pivoted from gating American closed models to threatening bans on Chinese open ones, the industry mounted its largest-ever policy counter-mobilization, and an American frontier model literally broke out of its lab and hacked another company. Knee-jerk reactions, or the beginning of real AI governance? Navigation: Intro The Gate Opens The Kimi Shock The Escape The Counterstrike and the Petition Interlude — The Low-Background Books The Investor Reckoning Conclusion Our co-hosts: Bertrand Schmitt, Entrepreneur in Residence at Red River West, co-founder of App Annie / Data.ai, business angel, advisor to startups and VC funds, @bschmitt Nuno Goncalves Pedro, Investor, Managing Partner, Founder at Chamaeleon, @ngpedro Our show: Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news Subscribe To Our Podcast Bertrand Introduction Welcome to Tech Deciphered Episode 80. This one, once again, will be all about AI, government, frontier models, and open weight counterstrike. A lot has been happening in the regulation space, in cybersecurity, in the launch of new models in the past, maybe just 6–8 weeks. It’s actually pretty insane how much happened. We believe it was time to do an episode to talk about where we are and maybe where all of this is going. Maybe let’s start with a summary of where we stand, all that June and July saga, so you, our listeners, can get up to speed if you are not already there. You want to start with some points? Nuno The Gate Opens Yeah. Again, to your point, the gate swings. The gate had closed. We had to prepare an episode for the gate closing, and then the gate reopened. Now we have a different episode. This will probably change again as we’re seeing there’s news every day. Let’s start maybe with the first 19 days of the gate closing. There was an executive order on June 2nd from President Trump that asked frontier labs to share models with the government, 30 days pre-release. It inferred the protected frontier model designation into that. Basically, it was effectively a de facto licensing agreement defined by an executive order of the President as of June 2nd. On June 9th, Anthropic launched Fable 5 and the famous Mythos 5 or Mythos. I’m not sure how you actually say it in English. Then on June 12th, there was an export control directive banning access by any foreign national. Since there’s no way to verify nationality in real-time, Anthropic had to switch the models off for everyone worldwide. Bertrand On this point, you could argue that there are possibilities to check IDs. Many services let you check IDs online. You can pre-check a flight by showing your ID. There are ways, it’s just that if you don’t want to follow what’s already available, because guess what? Maybe it slowed down your revenue growth, maybe it looks bad on you or whatever. My point is that there was actually an option. I think it’s already a decision from Anthropic to say it’s either on or off, but nothing in between. Nuno I think the point is they had no way implemented of doing it. If they implemented it, to your point, it would have hampered use in general. A lot of people wouldn’t have gone through that trouble of doing it. Anyway, long story short, in June 26th, the White House apparently asked OpenAI to limit GPT-5.6, so Sol, Terra, Luna, to only 20 vetted partners. Now, apparently, the trigger for a lot of these things that have been going on was that there was a jailbreak that was found by Amazon researchers. All of that led to this jumping around of, let’s close the gates. You have foreign nationals, and therefore, Anthropic got it out and said, “Hey, then we’re going to switch the models off until we can sort this out.” OpenAI was asked also to only allow it for certain vetted partners, et cetera. The government came in, closed the gates effectively, and said, “From now on, we need to be involved in this thing.” De facto regulation, there’s no doubt that this has imposed de facto regulation, certainly on the top players in the market. But then came the reversal. Bertrand, do you want to talk about the reversal, the gate swinging the other side? Bertrand Maybe I just wanted to say that as a user of Anthropic products, ChatGPT products, for the brief moments, a few days where Fable 5 was made available to the public before it was closed the first time, I immediately started using it. I must say it was a real issue to use it because the guardrails were pretty crazy. It would keep saying that my code was not okay, there was cybersecurity risk and stuff when I was doing absolutely reasonable development with absolutely no connection whatsoever to any cybersecurity risk, attack, detection, anything. Still, it would keep blocking me, degrading me to Opus 4.8 at the time. I just want to say this was already very hardcore what they were implementing, and not just hardcore, but in some ways, plain stupid for something that’s supposed to be super smart. It was totally unable to classify properly some of my work. I must say I was already disappointed. On top of it, the costs were insane. Half a day, I would reach my limits when I had the best plan you can get from Anthropic. My point is that there were some real serious issues when they launched Fable 5, even at that point. Nuno I had a similar issue. I used Fable 5 as well before they had to take it offline or take it off. I think the issue was really not that the guardrails failed. As you said, maybe the guardrails were actually too aggressive, but it was this jailbreak that caused the recall, apparently caused this knee-jerk reaction. Bertrand But my point is that it seems that it was not working either way. It would either overclassify something that’s absolutely not doing anything wrong, and it might fail to classify something that is actively trying to do some cybersecurity work. It’s a real issue of quality for a company that’s supposed to be at the forefront of quality of AI and everything. I think for me, there are already signs that something is deeply wrong. Nuno Then it’s reversed, right? We went the other way around. The government came out on June 26th and approved redeploying Mythos 5 to US organizations defending critical infrastructure, and then the export controls were effectively lifted on June 30th. July 1st, Fable 5 came back online for all of us to use. Shocking enough, with strings attached, that were different. They had some time to revise their commercial deployment of it along the way because it came back with some, “Now you have usage credits, but you have some limits on plan use, et cetera.” I’m like, “You guys, this was blocked. But meanwhile, you did have some time to do some commercial stuff around it.” Bertrand It was crazy. I’ve never witnessed any such crappy launch of any service whatsoever in 30 years in tech, it was so bad. Every day, they would change the terms of service. They would tell you it’s part of the plan. It’s not part of the plan. It’s part of the plan for three more days, and then it’s excluded. You have a special discount now, but then it goes back to full price. It was a total nightmare. I’ve never felt myself being so much mistreated by a company. I guess you saw the same, but when I started using the newest version of Fable 5, it was even worse, actually, I think. I couldn’t do any work with this crap. I let it go and work on the work I wanted it to do. It was simply not working. On top of it, you never know how long you are supposed to lose your credit, how fast. It was burning credit like crazy. Me, personally, I can say, very quickly, I actually stopped using it. I was like, “No, I cannot deal with this shit. My main model is back to Opus 4.8. I’m going to use Fable 5 for code review, but not anymore to control anything because I cannot trust it would do the job without stopping or changing models and stuff. I just cannot trust it.” Back to Opus 4.8 as my main model, I can say that my life was much easier. I use Fable 5 as a review mechanism, as a support mechanism, but not as the main mechanism. Suddenly, the guardrails were not so horrible anymore because it was used in a much lighter way, I guess. As a pain as a user, I think it was really bad. I don’t know your experience, but me, for me, it was unacceptable. Nuno I wouldn’t say it was as bad as yours in terms of just end-user experience. I think the terms of service switching back and forth, which went one further step, because then when they then launched Opus 5, they started making comparisons between Opus 5 and Fable so that people would migrate more and more to Opus 5 themselves, which is interesting. It’s like they’re saying “This is much cheaper. This is whatever. You’re not going to run of credits. You should use Opus 5,” kind of thing effectively. To your point, I don’t think they managed well the launch. They didn’t really manage it well. We’re moving people around. A lot of people are using this for stuff that’s like daily tasks, hourly tasks, anything that relates to code and co-work. It’s like, we need to have visibility on what your terms of service are going to be. Should I be using this new model or not? What’s happening to the other model? I don’t see it as negatively as you, Bertrand, but I see your point. It was clearly mishandled in terms of how they deployed it, how they were redesigning effectively their pricing scheme and their terms of service almost on a daily basis, at a certain point in time. We’re like, “Dude, there’s millions of people using this. You guys are making a lot of money.” Just moving it as it is. At this point in time, at the scale that these guys are at, it’s calling in people to say, how about we think through a class action suit at some point around pricing? Because you guys are changing the rules of the game all the time, right? Bertrand I don’t know if I need the class action, but for me, that joke that, “Let’s not rush too fast. The model is dangerous.” But still, they rushed the launch because it’s very clear that if they had enough compute capacity and stuff, they would not have to limit so much. They would not have to put so much cost per token and all of this. You can see that actually when they launch Opus 5, literally like 2, 3 weeks after, by most benchmark at launch, they tell you basically that, “You know what? Actually, Opus 5 is better than Fable 5 on 80% of the metrics.” They’re like, “What? Seriously? You couldn’t wait 2 weeks? Why did you even launch Fable 5 in the first place?” That’s another part for me that is quite literally insane, to be frank. It’s like, “Why? Why do you make us go through so much pain if it’s only to tell us after 2 weeks to…” “This new model, by the way, has less issues, less stuff, because 2, 3 times less is part of your plan, and it’s actually better by most metrics.” It’s like, “What’s going on here? What’s going on? Are you guys mad?” I don’t know. It was crazy. Personally, I still use Opus, now 5, as my main system and platform, Fable 5 for review, code reviews and the like. I don’t want to run into its stupid guardrails. I can see Fable 5, from my perspective, seems quite a bit smarter. I don’t know why they do this stupid benchmark showing you it’s actually worse than Opus 5. I guess they should have better benchmark if they want to demonstrate why you are supposed to pay 2, 3x more for a model versus another if it’s actually worse by most benchmark. Again, I still think it’s a huge mess from a marketing perspective, customer perspective. Me as a user, I really feel that they don’t want my money, and they couldn’t care less about me. This is even before everything else we’re trying to talk about. Nuno Yes. Maybe just to close the cycle on the reversal on the door opening the other way, finally, Commerce lifted the GPT-5.6 restrictions on July 8th, and then on July 9th, general availability across ChatGPT, Codex, and the API as well. What has this proved? It proved that now we have gating mechanisms, and certainly for closed models in the US, for sure. We had frontier models that were switched off worldwide in hours, and it took a couple of days, in this case, 19 days to restore them. There were concessions. Now we know that there were concessions around effectively institutionalizing that gate. Early government access to future models is, I think, now a given, certainly in the US. New safeguard frameworks are probably now having to be put in place. There are some stage limits now on who gets access to what for new models and how it happens. This voluntary executive order, so to speak, not really sure, has become effectively regulation enforcement path. It’s de facto regulation that now has been put in place. It has affected not just to the points we were making before, the access to these models, but also who gets access to these models, and actually potentially even pricing access to the models. It has probably some commercial implications as well as we just discussed along the way. Very significant. This is very significant. This is regulation, de facto at the table, imposed on the two largest players in the market by far by one government, in this case, the US government. This is significant. Actually, you could even allege it was imposed by the President because this was coming as part of executive orders. Really incredible. Pretty significant, fast, aggressive. It has created a regime that you could say it’s a regulatory regime, it’s a de facto regulatory regime. It has some significant pricing and licensing and commercial implications. It goes even beyond your classic regulatory framework. Very, very, very significant. Bertrand I don’t know if it goes beyond a classic regulatory framework. Nuno I think it does, because it has implications on who do you give access to? When government is saying you can only give access to these players, right? Bertrand Defense industry. It’s all over the defense industry. You cannot sell an F-35 like this. Nuno No, but that has commercial implications, Bertrand. That’s like you’re saying these are your customers, you go and use them. Bertrand That’s the defense industry. You cannot sell to Iran your F-35. No, that’s exactly the same story for me. Nuno No, no, no. It’s beyond that. These guys are saying when they came back, and they said, “For Mythos, you can make them available to these entities,” they were saying the first entities that are going to have access to the model. It has commercial regulatory implications. You’re saying these players are the first players that are going to have access to it. It’s no longer just defense concerns and these governments don’t have access to this. No, no, no. You’re saying to a company that is a private company, your models are only going to be used by these guys because I’m telling you so. It’s the other way around. It’s not even that you can’t sell it to Iran or whatever. It’s like you can only sell it to these guys. Bertrand Again, in the defense industry, if you’re a private company, do you think you can buy F-35 like this? No. Nuno No, no, no. But this is a private company, Bertrand. This is not a defense agency and a plane that is on whatever, with IP from the US, right? Bertrand Boeing is a private company, and they cannot sell the military equipment they manufacture. Nuno No, no, no. But the development of their IP was subsidized by agencies that belong to the US, right? That’s a different matter. It’s a matter of IP, right? This is not, right? Anthropic, their models are not owned by the US government. There’s no IP granted to the US government, to my knowledge. This has significant commercial implications. Bertrand Maybe, yes. Maybe on this. But I think there are already regimes to limit who you can sell to, and that’s decided by the state or the DOD. Nuno It’s the export control logic. The export control logic? Bertrand You have export control, and export control is Commerce. My point is that they are using existing tools, part of the government, to limit what can be sold. Selling chips, NVIDIA was limited in terms of where it could sell its chips. It’s not different either, but still there were limitations. If you are an ASML, you cannot sell to a private company in China. Many private companies cannot buy ASML products. This is a foreign company. This is a foreign company under pressure from US government. Nuno I understand, and I’m not a lawyer, but it feels different to me when you say you cannot export, this is export controls, to these countries, to these entities, et cetera, because they’re foreign et cetera. Then to say, “No, no, no. On top of that, these guys get first access.” That’s, for me, a significant shift. Again, I’m not a lawyer, so I’m sure there’s very intelligent people right now looking at this stuff and saying, “You can’t do this stuff, or not, or they can.” I don’t know. But it feels to me, it goes beyond the remit of export controls. It’s like you’re defining initial clients for specific use. Bertrand My impression is more like, “We can do this situation where we’re going to forbid you to give access to anyone outside the US or even in the US or limit even more.” Basically, it was, I guess, some gesture to go beyond that. That’s how they probably defined these 20 authorized companies. I don’t know. Apparently, there was also restrictions because I remember seeing that Anthropic had their own list of companies they would authorize access to Mythos early on. That’s apparently another thing that pissed off state government because there were companies in there that were considered close to the Chinese government. They were extremely unhappy that Anthropic didn’t ask, actually, for any guidance from the state government, but used basically their own perspective on who they should allow or not. I guess that was also part of why they got these serious restrictions. Nuno Anyway, now we have a regulatory environment that’s very interesting and exciting. Talk about the US not regulating. Bertrand To be clear, I don’t know you, but I’m not saying that I agree with any of this, to be very clear. I’m trying to explain and share some perspective, but I’m not in agreement on a lot of this. Nuno Yes, we were just describing what happened to the best of our knowledge. We’re having a discussion on what we think actually is happening and how it’s happening. We’re not really right now saying we agree or disagree with this. I think later in the episode, we can share some perspectives on what we think is actually happening and how there’s dimensions to this which are very geopolitical and very complex, which quite literally probably only God knows what’s going to happen. That was the gate swinging. There was a gate closing, then there was a gate reopening, and all of a sudden we have a gatekeeping system that has been created along the way. The Kimi Shock Along the way, moving to our Act 2, the world has changed, and we now have so-called open-source plays out there that are creating massive, massive shifts in the market. The Chinese models, in particular, with Moonshot AI launching Kimi K3, which is the largest open-weight model ever released. We’ll come back to the discussion around open-weights. I’m not sure all our listeners understand what that means, because there’s a debate now, should models be open weight or not, and how does that work? There’s been a petition as well signed along the way. Right now, we have open weight models that are out there that are huge. What that actually means very pragmatically is we now have open source models, lack of a better word. I know open weight and open source are not the same thing. You guys will have to bear with us during this episode. We’ll explain at some point the differences. But we have models out there that are open source that are significant. That are catching up with the closed source models, with the models by OpenAI, Anthropic. That’s significant because most of those models are Chinese. This is where the geopolitics starts getting really frazzling and we start playing 3D chess. Because everyone’s like, “These models are 5, 6 months behind.” Now people are saying, “Maybe they’re actually just 3 months behind, 2, 3 months behind.” If we, for example, decided to stop or slow down our model releases in the US by the closed source guys who are leading, it might mean they’ll catch up. What are the implications of that? Again, for you and I that are not necessarily experts in model development, well, the implications as a use case is if you want to use the latest models, and the best models start becoming these open source models, you’re going to use those models. Then you start using Chinese models. If you’re an American company, maybe you’ll have restrictions on the use of those Chinese models. But if you’re a European company, you probably won’t. What happens after that? Is the world going to be in the hand of Chinese models? Will that constitute effective competition to the closed models in the US? Will we have open models in the US that will scale as well? What’s going to happen? Bertrand I think it’s a really big question. It goes to some of the core of the issue. It’s that ability of Chinese models to basically challenge frontier models, not just being 6, 12 months late, but being 6 weeks late. Basically, no gap. Some will say that, yes, but OpenAI and Anthropic have even better models that are not shared and stuff. Yes, sure. But maybe the Chinese have the same models that they are not sharing right now. We don’t know. What is clear is that one is that open weight, as you said, two, there is a question of how it is marketed in the sense of, can anyone use these weights? Is there a license to use them? Yes, what we can see is that, for instance, typically there is a license for some of the biggest Chinese open-weight models you have to abide with. You might have a need for a commercial license if you are acting as a company leveraging this model to provide AI-informed services. If you use it internally by yourself, you’re okay. If you use it internally for your own internal company needs, maybe you are okay if it’s not your main business to do AI work. Anything else, a much bigger corporate providing AI services and stuff, you will probably end up having to pay a fee to be able to provide services around this model. My point is that it’s not just 100% free. Some of the Chinese models are 100% free to use, MIT license, Apache 2.0 license. But the biggest ones with the biggest weight that are truly frontier typically have a different license if you want to scale these models, providing AI in front. That’s one thing to keep in mind. Nuno Maybe just to make a very quick point, because people are like, when you talk about open models, what does it mean right now? In the context of this episode, open models mostly will mean open-weight models. How do those differ from open source? Open weight means that you release the weights to the public, which means that anyone can download, fine-tune, and run the model on their own hardware. It doesn’t normally mean that you also have access to training data, training code, or a truly open license. That’s the distinction to open source. Open-weight doesn’t mean that. For example, we’ve talked about Meta’s Llama in the past, and we also discussed in the past that their license agreement does have restrictions, certain players can’t use it, et cetera. The open model definition and open weights are really open-weight models that we’re talking about here, and they are closer to freeware binaries than to Linux, for those who understand the difference between that. It’s binaries that you can use and then use your own weights on it versus actually I can change code on it. I’m not going to be able to change code on this. When we, for the purposes of this episode, talk about open, we mention open weight, just to clarify that point to everyone that’s listening right now. Bertrand Yes, that’s a great point. One of the only players, as far as I know, who is truly open source is actually NVIDIA with their Nemotron-3 models. They’re actually following a special license to achieve that. They provide you the data, they provide you all the processes and tools, so you can easily post-train. NVIDIA is a big, big exception. It’s a very interesting player, by the way. We might not talk much about it in this episode, but I think for intermediate-size models built in the US, where you have access to everything in the deployment, it’s a very interesting alternative and maybe one of the best choices if you are a US company or a big corporate, and you want something trusted. Another piece of the puzzle to clarify is that when you use open-weight, it means that you can run them by yourself, or you can use a US provider to run them. If we are talking about Chinese open-weight, you can use the APIs they provide, but then the service is running in China, they might have access to your data. But because it’s open weight, if you run it by yourself or if you use a third-party provider based in the US to run it, then there is no access to your data by China or Chinese players. I think that’s a pretty important gap to understand. It means that these models are actually very, very low risk from that perspective if you run them on your premises or in the US by a US player. I think that’s something to keep in mind. You can also fine-tune easily these models to make sure they will behave in a way that, for instance, is not going to represent the line of the Communist Party on some topics. There are ways to make these models more neutral in their output as well. There are a lot of ways to make good use of them. By default, they’re already very safe, but you can make them even more safe. I think that’s some things to keep in mind. But again, it depends ultimately on the license and what you’re authorized to do and some fees you might end up having to pay. Nuno Why did this matter so much? Immediately there was a reaction from the market because people are like, well, if there’s much better stuff out there that’s much more efficient than it’s open, then it might be that all the demand that we are taking into account, for example, for chipsets actually isn’t real. The Philadelphia Semiconductor Index fell into bear market territory. It went down by as much as 20% plus from the late June peak. The worst chip week since April 2025. Taiwan’s benchmark initially fell 6% plus, Japan’s 4%, TSMC dropped dramatically despite beating earnings and rising guidance. Basically, a huge amount of effect. Now, there’s a little bit the aftermath of this where apparently Moonshot ran out of GPU capacity. Maybe… Bertrand In just 48 hours. Nuno In 48 hours. Great for them, but at the same time, not great in the sense that maybe there was a misread by Wall Street of the Kimi effect, so to speak. Bertrand Completely. For me, that’s such a joke. It’s like, because you have an open source model, so what? I mean, you still need to run it. This is not a small one. 2.8 trillion parameters. Good luck running that in your garage, by the way. Nuno They misread supply, basically. Tough luck, right? All of that basically happens. Bertrand Maybe you want to talk about the Jevons paradox, because I think that’s a big part of the puzzle as well. Its one is they might not have the GPUs to run the inference on the model. They might have enough to build a model, but not enough these days to run inference, especially given how much with intelligent models, thinking models, you need way more inference than before. But on top of it, the cheaper you make it, the more you get to the Jevons paradox. Nuno Yes, Jevons paradox, for those who don’t know, is an economic term. It describes an economic phenomenon where technological improvements that increase the efficiency of a resource lead to an increase rather than a decrease in the total consumption of that resource. What that means is, for example, for chipsets, chipsets become so much better, and they are so much more efficient. You’re like, well, maybe normally in resource terms, that leads to decreased usage of that resource. But in this case, it actually leads to an increased use of that resource rather than a decrease. There’s more and more consumption of that resource. You need more and more chipsets because people actually need to do more and more stuff with it, although there are great efficiencies going into it. There’s the efficiency gain, there’s the cost reduction, and there’s the price-elasticity element to it. But basically, the adoption just continues going through the roof along the way. Bertrand In some ways, it’s like the price of energy. Coal went cheaper and cheaper, and people were asking the same question 150 years ago, now that it gets cheaper, there is not much money. No, no. Actually, what happens is that people find more and more use for coal. Homes are getting heated more. You have ships now using coal. You have manufacturing using coal. The cheaper it gets, the more use case you can develop, and therefore, you don’t need less of the stuff, you need more of the stuff. By going at scale to get more of the stuff, you also decrease price, making even more demand. It’s a very interesting phenomenon, but it’s not new. It is what happened for a while in the energy sector and some other sectors. Nuno We already started talking about the Chinese logic and what’s happening. Getting a little bit of a reality check on this. The Chinese models, and these are numbers from Open Router in July, Chinese models are at 46.4% of routed tokens and 35.7% for US origin. Again, more than a third of global AI usage now seems to be running on Chinese open models. This is significant, and it has a huge impact on the geopolitical scale of everything that’s happening. Also, the whole Chinese field is converging on open. Open seems to be a strategy, not just a nice thing that’s happening. It seems to be a Chinese strategy, so much so that you have players like Moonshot, DeepSeek, our old friends DeepSeek, Z.ai’s GLM 5.2, Minimax, and even Alibaba seems to be reversing and going open with Qwen. It feels to me this is becoming policy as well. Xi Jinping has personally endorsed the building of open-source AI, if it’s really open source, if it’s just open weight anyway, and this feels to be a jab at Washington, DC and the fact that the big closed models are coming from the US. This is now geopolitical 4D chess, right? We didn’t need this stuff. Bertrand To be clear, it’s the usual in tech. If you are not number one, you are number two, number three, your alternative is to go open source because that’s another angle that your competitor usually cannot follow without destroying its own business model. That has been the alternative for the past 20 years of most software projects. Here, what’s different is that it’s not the number one or number two player. It’s the US number one as a country, China number two as a country. That’s where it’s new. For me, what’s very interesting is the endorsement by Xi Jinping. I was waiting for something official, and it certainly didn’t disappoint. As you said, there was an immediate U-turn of Alibaba, who in the past… Nuno Surprisingly. Bertrand Yes, a little more like, “yes, we are going to close and stop open source. It was good while it lasted.” Just a few days ago, Qwen 3.8 Max was launched, and we are supposed to get the weight in a few days. We talk about the US administration policy and stuff. Yes, let’s not forget that in China there is similar stuff. Sometimes it’s totally invisible because you don’t see the directives, but they exist as much. Sometimes it’s more visible. Here it was quite visible. The difference in China is that if you don’t abide by the directive, on top of it, you might have to fear for your personal safety. It’s a different game, and that’s probably why the reaction is pretty quick, usually. That’s pretty interesting for me because it means that now you can bet for a while that China is going to play that game up to a point. I guess the point is if it’s truly frontier scale, you will have a special license that, yes, technically the weights are open, but you can not do everything you want with it. Two, you have a player like NVIDIA that I think will feel more pressure to provide even more high quality, larger models at scale going forward. Their largest Nemotron-3 Ultra model was, if I remember well, only around 500 billion parameters. I would not be surprised for NVIDIA to go into the two, three trillion range at some point. Because I think the US need a very clear US-born alternative open source. I think NVIDIA might be the best player for that. We will see if Meta goes back to open source. I think NVIDIA is one, very well positioned, but two, it’s also in their best interest. Because NVIDIA for now depends on just a few big hyperscalers as clients. If they can expand their clients to every S&P 500 companies, selling them directly hardware because now these companies can run a model made by NVIDIA, I think there is a very clear value proposition for NVIDIA to go in that space. Again, if you are number two, your differentiation, open source is often the answer. There is a true business as a business model for companies, because if it’s truly not just open weight, but open source, you can tweak it as much as you want, you can change it, you can change even the pre-training process. Because there is a lot of stuff you can do that really benefits you as a corporate, and you can reach a much better value by having more control on the model. Nuno We won’t spend a ton of time on it today, but like, again, if there’s a view that we are in a bubble, that the valuations cannot be sustained in chipsets, infrastructure platforms, applied AI, et cetera, today, this might be that beginning, where the valuations start being destroyed because you can’t keep a premium on just charging people for tokens and all that stuff if you have models that become more and more efficient and cheaper to use. Maybe just to close a little bit the geopolitical part of the discussion today, we won’t go into all the announcements from China because there were many, a lot of go back and forth with Alibaba by then. Xi Jinping made some announcements. You guys can check it online. Let’s move quickly to Washington’s reaction, which was from gating the US closed models to banning the Chinese open ones. There’s been as strong affirmations as one can get from the Office of Science and Technology Policy Director, Michael Kratzios, mentioning that they have information that Moonshot AI distilled Anthropic’s Fable. Basically, there’s been reverse engineering and stuff in the market. They’re basically copying. Bertrand I’m sorry to interrupt, but it feels like so much bullshit. It’s coming from Anthropic who has basically gotten access at scale to all the knowledge made by humanity, copyrighted or not. We’ll talk more about what they did with books. Then to claim after that that others cannot do to you what you did to everybody else. For me, it’s pretty big. It’s clearly unacceptable. The other piece is that everyone is doing distillation. It’s a very typical approach of every business model. You try other software when you are competing with somebody else. You try other datasets, you check what’s happening. It’s part of doing business for decades. Suddenly it’s not good for Anthropic. I personally have a lot of trouble to accept that. I think it’s totally unacceptable. The other piece of the puzzle will also go back. If these guys are so smart, if these guys have so much of the best model, why can’t they block by themselves distillation at scale? The only answer is that either they are morons, probably not, or they simply don’t want to because it’s going towards their business model. Suddenly, you book less revenues and stuff, or you put more friction, and therefore your customers don’t like it. Instead of doing it yourself, you ask the government to protect you, go out of business practice that is very typical. For me, it’s really, really, really not good. Sorry, we are going more in the opinion side, but I had to put that on the table. Nuno Yes, Fable went public finally again on July first. Question marks on whether distillation would only be possible from July first onwards or not. But a 15-day distillation to frontier, which is K3, launched on July 15th, would have been a Guinness World Record, as one of Moonshot employees actually mentioned. It’s very implausible and unlikely. Bertrand Or they shared the Mythos 5 with the wrong companies, who themselves shared with Chinese companies. We go back to maybe they didn’t have a good list. Again, it goes back to maybe they didn’t want to hurt their business model. Nuno Anyway, under the threat of sanctions, Moonshot, in any case, open-sourced the full K3 weights and technical reports. They open weighted it to become the largest open weight model in the world in terms of parameters. Beijing’s MOFCOM brands US threats as basically the US wanting to fundamentally control and be monopolistic around AI along the way. The administration bans Chinese hardware with an eye on the AI race, and Beijing warns of retaliation. That was July 27. Now we’re in a war between Beijing and DC. Bertrand Just to finish maybe on China, it’s important to know that they are building their own GPUs now. Huawei has pretty good, not to NVIDIA level, but pretty decent GPU hardware that they’re able to manufacture by themselves. A Chinese player of memory just got IPO’d a few days ago, CXMT. China is also developing their own memory. Again, not to the same level of quality that you can get from the West. But China is moving. It’s not just that they are building great models, it’s also that they are building GPUs and memory. That might be a few years late to the latest standards in the West, but there are definitely improvements. I also read, even on the tools to make manufacturing like ASML equivalent, there is definitely some work going on, and some improvements and some stuff will be visible. In some ways, the genie starts to get out of the bottle from the Chinese perspective. Nuno I’ll put a stick on the ground. I don’t think it’s a matter of if, it’s a matter of when will China surpass and have a lot of this tooling on their own side, and not just the software layer, not just the frontier models. I think it’s also going to be around infrastructure and platform. Good luck to everyone. Let’s see how the race continues. But it’s definitely this is a geopolitical thing right now. It’s definitely a race. The Escape Maybe moving to what happened in just 2 weeks or a week and a half. The escape, there was some jailbreaking going on, and the narrative on safety has totally switched. It’s not still significant enough that’s like, “Oh, we saw a nuclear plant going, whatever.” No. But still, it is significant. Hugging Face, the AI company, disclosed an intrusion, and it was driven end-to-end by an autonomous AI agent system at machine speed, running for days before detection. Now, this is where it gets really cool. OpenAI takes attribution on that. They initially said it was just a little bit, sorry. Then they said, actually, it was worse than that. “Oh, it broke out of an isolated sandbox.” “Oh, no, actually, it was more than that, and it went into other systems as well.” Bertrand Truly, the genie out of the bottle. Nuno No, but this is where it gets really cool, Bertrand, right? Because it actually, Hugging Face contained the intrusion by running a Chinese open-weight model, GLM 5.2. This is beautiful, right? Bertrand Yes. You know why? Because they couldn’t even run their own defense because both Anthropic and OpenAI would not let them access their latest models with the guardrails off. When they tried using it for defense, the latest from Anthropic, from ChatGPT, they would tell them, “No, this is too dangerous what you’re asking us to do.” Preventing an intrusion, helping defend you. No way we are going to do that. Nuno No. Let’s use the Chinese models on our infrastructure. Bertrand We have no choice but to use the Chinese models to run. More than that, we don’t let you use our models to defend yourself, but our not yet released models that run without guardrails, they can attack you. This is probably the most insane from that perspective. Nuno The Chinese models came to the rescue. Bertrand For me, that’s a perfect example because Hugging Face is a very visible company in AI in open source. But anybody who is not at that scale is not going to get some support from OpenAI or Anthropic when this happens. Maybe these guys won’t even recognize they did anything wrong. You will be left to defend by yourself because they won’t accept to support you. Because remember, if you want the better model that is able to defend you from cybersecurity perspective, no way. If you are not one of the few top 20 companies or so, as defined, you are left defenseless. Again, we are going back to opinion, but for me, it’s so shocking what’s happening right now. I’m very glad we have alternative open source to be able to defend ourselves because right now, good luck getting defense services if you are a smaller business and individuals, and you need support from Anthropic, OpenAI. Nuno Now, even self-described AI optimists are saying, “This is scary now.” Like Walter Isaacson, who wrote all the famous biography books. There’s now discussion around the AI Kill Switch Act, bipartisan thing that’s coming across from Texas and California, a potential bill that’s coming in. We’ll see if that works. Now let’s get an off-switch. I’m like, “Cool.” As if that’s going to solve the problem, because you have open-weight models on the other side catching up, right? Bertrand Yeah, sure. Bring in clueless politicians from Congress to solve our problems. Yes, sure. Nuno Anthropic came to the table, helped build and said they built some regulatory machine on their side, and now they’re getting bitten by it, and they’re part of the offending players in that market. Now there’s all this debate and all this discussion around open weight and around slowing down AI and et cetera, which is our next section. You wanted to say something, Bertrand. Tell us. Bertrand Don’t forget, because this advertisement for OpenAI was just too good. Our AI attacked some other companies, and not just one, but three, actually. Let’s not forget the progress. Great ads. Then I came and said, “You know what? AI also hacked businesses.” You’re not the only one hacking around with a crazy AI out of control. You’re not the only one. We want our advertising. For me, it was shocking that on one side, unreleased models that you let run wild. On the other hand, you have released models that you put crazy guardrails on top of it, so the defender are defenseless. I’ve never seen anything like it, and I really hope that there will be as little regulation as possible, quite frankly, to make sure anyone can defend themselves and have the best tool at their disposal, not just a few well-connected big corporates. This is really, really shocking. The Counterstrike and the Petition Nuno Now the empire strikes back, so this is counterstrike, the petitions. In several days, we have now a bunch of petitions. The first one was the open weights letter. Bertrand, do you want to explain to us what the open weights letter is? Bertrand Yeah. I think it was great. This was released by Jensen Huang, first ever post on X, 11 million views. Congrats, Jensen. Co-signed with Microsoft, Meta, c actually was probably the initiator of this letter. Very good letter saying, “Hey, we need open weight. This is not a joke. We need that. You cannot block open weight.” Because that’s the rumor we are getting that potentially open weight could get blocked. I think they are making the case, “You know what? Hey, we absolutely need that as an alternative. You cannot block it.” They can keep their closed models, but don’t force a closure of the open weight models. As I said before, it’s actually a great model for NVIDIA because NVIDIA doesn’t want, probably rightfully so, to be dependent on just a few frontier models, their best customers. They want a variety of customers. They have a big interest actually to defend open weight and to invest even more. They have great researchers, are a great company. If one company is about to do really kick-ass work, I think it’s them. They are defending. What’s great is that it’s not just them. It’s basically most of big tech in the US and outside the US, from a Linux Foundation to a Microsoft, the Palantir, an IBM, a Dell. It’s a who’s who of the industry except Anthropic. Anthropic didn’t sign that. I guess they hate open source so much. If I look at 20 years ago, it feels like Microsoft, after all, was very kind to open source. You remember what was said by Microsoft at the time. It’s clear there is one company against open source. OpenAI signed the letter. Honestly, I don’t know what to think. Do they really believe in it or was it just a way to show that they are not like Anthropic? I don’t know. But for the rest, I think it’s genuine because it’s actually in their best interest. I hope they will be heard. Then a second letter came, the Open Secure AI Alliance, NVIDIA-led and again, the big tech companies from Microsoft, IBM, Palo Alto Networks, Databricks, Palantir, all those, but not present, OpenAI, Anthropic, and Google. Here it’s to say, “Hey, we need a secure approach to AI. Open should be part of the equation.” guess what? The worst AI-caused security incident to date was actually caused by closed frontier models that were not even available to the public. While again, not providing you access to even the latest closed model for cybersecurity use case. Nuno I would highlight the NVIDIA open source NOOA framework, Apache 2.0 licensing agreement, Microsoft contributed the MDASH, SpaceX AI contributed Grok Build. Cool stuff. There’s some cool stuff happening around that. This is more than a letter. This is an alliance. Apparently, they’re contributing all this stuff, we’ll see. Yeah, cool stuff. Same day. Same day, Amodei has an answer, right? Bertrand Yeah, same day. They say, “We never advocated for a ban,” which, again, opinion on my side is entirely bullshit. This guy has been crying wolf against everybody else, and especially against open source. You can see him doing testimony in Congress against open source. I think they are doing everything they can behind the scene to block open source in the US or in the world if they could. I think, yeah, obscurity is not good safety. I’m a big fan of open source in general, and I’m also a big fan in AI. I think it’s now Anthropic, mostly against the rest of the world. I think OpenAI is mostly on their side, to be frank. They don’t want to acknowledge it so much, but they have shared interest, and they have shared probably position. Nuno Why would you? I don’t feel as strongly as you because I think Anthropic is a private company, right? The same thing with OpenAI. OpenAI, you could say it’s a nonprofit that has a for-profit. There’s still that complexity in there. Bertrand No, they can do what they want with their own product. But to block others is where I’m not okay. That’s the part I’m not okay. Nuno What Dario Amodei is proposing is more enforcement, right? He’s basically saying you need to do even tighter controls on advanced chips flowing to authoritarian states, enforcement against industrial-scale distillation, whatever that means, right? Bertrand Yeah, which he could do, but all by himself. He doesn’t need the government to do that. Nuno Mandatory safety testing for all sufficiently capable AI, open and closed, right? He’s basically saying, “Okay, I don’t agree with the open weight stuff effectively,” right? He’s just putting it under a different banner. “I agree with this extra regulation.” then obviously, David Sacks responded and say, “Hey, it’s like, bans don’t work for weights. Why do they work for chips?” It’s like, magically, chips are more controllable and bannable. Whatever that is. Then our friend Mark Zuckerberg, just to be clear, goes on the other side as well, because he also has to have a view. He has to have a view that is the rebuttal of both of the other guys. Bertrand I feel he’s a bit flip-flopping because he was very pro open source 2 years ago, and the latest Meta models went closed source. Now I think he’s back open source. I don’t think he has a very strong spine on the topic, but it’s good to see that he’s not a doomer. That for me is great. He’s showing how AI can be a source for progress, a source for entrepreneurship, source for freedom. I think that’s very exciting to hear that. We need to hear more of it. By the way, that’s not what you hear in China, for instance. AI is very positive in China. It’s in the US with the doomers that you hear this discourse, and people get worried as a result. I’m glad that he was pushing for a more positive vision and for support of open weight, open source initiatives. But let’s see what they really truly open weight going forward. Nuno But that’s been his position because I guess he’s standing behind. He thinks open weight is going to be the best way to compete, right? Bertrand Yeah, but he closed his latest model, so let’s see. Nuno Yeah, so it’s flip-flopping, as you’re saying. Then we see the latest petition from last week. Bertrand The true Empire striking back. Nuno Yeah, the true Empire striking back as of late last week. Maybe this is Return of the Jedi, where we discover the father, “I’m your father, Luke.” That’s the pacing petition. The pacing petition is we need to pace AI. There you have initially employees from OpenAI and Anthropic that circulate this petition. Actually, Dario did sign this petition originally. It wasn’t signed originally by Anthropic, but by him. But you’ve heard that now Anthropic and OpenAI as companies have also signed this petition, right? Bertrand I think they have signed as companies now. It started mostly by Anthropic researchers with some OpenAI researcher and a tiny part from other companies. But it was mostly Anthropic internally led, at least potentially internally. Maybe it was controlled by Anthropic all along, I don’t know. But it started officially as Anthropic employee-led letter. Nuno What does this letter actually say? Is Anthropic and OpenAI, are they willing to slow down themselves? Or are they asking President Trump to go around the world and tell President Xi that he needs to slow down and ask his guys to slow down? What’s the play of this letter? Bertrand It’s crazy, but for me if you want to slow down yourself. Do whatever you want. Don’t force others. Don’t use the power of the government to control others. Of course, it’s easy to push others to slow down when you are yourself at the very top. You have most money, most resource. You know you are going to win any regulatory framework because that’s how it works with this type of framework. It’s purely self-interested. You are probably not thinking well about these topics. If you truly think it’s a good idea, from a personal perspective, you are well instrumentalized if you sign this sort of stuff, because at the end of the day, they would be the winners. I certainly, personally, don’t want a company dictate what is my future in AI as an individual, as a business person. I don’t want them to control me. I want competition. I don’t want them to unfairly control AI because they managed to do some regulatory capture. I feel that’s exactly their game plan. These guys believe in their stuff, and they want the regulator to end up being the one deciding for us. Sorry, we go back again on the opinion piece, but it’s tough not to share an opinion on this topic because it’s, from my perspective, very scary. Nuno I think this is a push to further regulation, not less. All these letters and alliances, this is definitely a push for more regulation. In that environment, just to be very honest with you, we’ll talk about the investor impact in just a bit, et cetera. But in that environment, again, China has a huge advantage. In that environment, if it’s all captured in regulation capture so soon in this battle where OpenAI and Anthropic have an advantage in the US, et cetera, I’m like, what happens to all the other frontier labs and all the other players that are coming around? Bertrand What’s crazy is to even think that, yeah, maybe you can regulate capture in the US. But then how do you do that to Europe? How do you do that to China? Europe probably will always welcome regulatory capture because they love regulations. But China is going to build to their advantage to the max. They are not crazy. They are smart on that perspective, they won’t accept this type of, quite frankly, dimwit argument, or you can call it regulatory capture. We’ll see. But for me, this makes no sense from a global competition perspective. This can make some sense from capturing the revenue in the US market. But then that means you are going to destroy the US AI environment compared to China. That is not acceptable. That also means that you are going to destroy our freedom as individuals, as business owners to develop and live in a business world that ultimately is controlled by one or two business companies that didn’t win the marketplace through their own business success, but won it through regulations. That for me is really not acceptable. Interlude — The Low-Background Books Nuno Now, maybe for an interlude, and we have to cue in the music, imagine like Severance music, like hallway or a bit of a palate cleanser from all the policy stuff that we’ve been talking about, all this policy heaviness. Let’s move to another kind of heaviness, one of your favorite topics, which you, Bertrand, discovered, I had no clue this was going on, around books and around Anthropic. Bertrand It’s so horrible. From a company that keeps presenting themselves as the adults in the room, the careful ones, the ones that know better than you about what to do in this complex AI and dangerous world. What we discover is that actually all along, they were buying and destroying books. They will buy books, scan them, destroy them, all of them. They will do that with any books, including rare books. Of course, this was not supposed to come to the public’s attention. This was one of these top secret projects, but obviously it came out. Yes, they were scanning books, millions of them, including rare books, and they didn’t care about destroying them at the end of the process. Because from a regulatory perspective, if you destroy the books, it’s not considered a copyright infringement, apparently. This is coming on the back of some judgment a few years ago that were showing that it’s okay for you as a corporate to scan and use the result if you don’t keep a copy of the book. It’s one of these crazy regulations happening based on a single judgment that push you to do. For me, it’s like, you know this book from decades ago, Fahrenheit 471? We’re talking about book burning. It’s book destroying, crunching. It’s so shocking. Nuno There are two things, right? First, the legal strategy, which is what you’re saying, because by purchasing a physical copy and converting it into one private digital copy and discarding the original, Anthropic pursued this cleaner legal argument for fair use copyright compliance. As you said, there was a federal judgment at some point on this. The other reason is actually operational. If you disassemble the book, and you feed loose pages, it’s much faster to scan books. You are destroying the book effectively anyway operationally. I think to your point, probably this came from a legal standpoint, not just the operational one. But even from an operational standpoint, it does make sense that they would have disassembled the book. Bertrand But some people have shown you can go very fast without destroying the book. It’s really not so critical. Two, you could make an exception if the book is rare. For that 1% of book that is rare, I’m not going to have this approach. I’m going to have another approach. But for that, you will have to care about books and not just care about building AI. Nuno This is the episode, as you guys have heard by now, that we’re trying to spit stuff at Anthropic. Bertrand To go back this is the same company saying, “Hey, guys, it’s bad to distillate my work. I’m the one scanning book at scale without asking author permission, without asking publisher permission, to be clear.” Nuno But just to be clear, Bertrand, we’re pissed off at everyone. We’re pissed off at Anthropic, we’re pissed of at OpenAI as well, right? We’re just pissed off in general at this moment. Bertrand At this stage for me, the more clear-cut company that is in the wrong is, from my perspective, at least, is Anthropic. OpenAI might be a fast follower, but I will say so far, they tried to be a bit more. Nuno But at this pace, Bertrand, who knows? Maybe next week we’ll be more pissed off at OpenAI. Something will come out. This episode is a mix of tragicomedy, like a Greek tragedy with some comedy in the middle or the other way around. It’s a slapstick thing that will end up in tragedy. I’m not sure. The Investor Reckoning Anyway, maybe switching to our final act, which is the investor perspective. What does this mean for investors like ourselves? There’s a lot of things going on. There’s the debate around the IPOs of Anthropic and OpenAI, which now, with all this uncertainty, might be under significant weight. There’s a lot of other discussions that we browsed through that there’s potential IPOs going forward on companies like the Moonshot AI company actually IPO-ing in the next 6 months as well. It’s very unclear what the IPO landscape looks like. Bertrand There’s been a lot of Chinese IPOs, actually, when you look at what’s happened in the past few months. Nuno Anthropic, OpenAI as potential IPOs, there’s all this question marks now. When will that happen? How will it factor in? All that’s happening around regulation as regulation is moving at the speed of light, which is for once something that’s very different than what we’ve seen before. There’s obviously SpaceX AI, which is already taking into account that price. It’s already a public company in there, and it’s under SpaceX, which is now a public company. Obviously, that’s already being factored in some ways. Bertrand Yeah. SpaceX AI has been very smart to acquire Cursor. It was a very smart move because Cursor is one of the leading companies in terms of automated code source development with AI. They had great models on their own. They’re bringing development data to SpaceX AI Grok. I think it was a great move. Nuno We have now people like Google delaying Gemini 3.5 Pro in terms of launch window. There’s stuff actually happening in the market where things are taking their own path. There’s uncertainty commercially, there’s uncertainty at regulation level. You have new players that have come out of nowhere that are making all these waves like Moonshot. We have all these… We had calculated probably a month and a half, 2 months ago, there had been 67 new frontier labs funded. All of these, we haven’t seen any much coming out of them. When some of this stuff starts coming out, will that also create disruptions in this market? Who knows? Bertrand Look at Thinking Machines, for instance. Thinking Machines led by the previous CTO of OpenAI, they released some pretty interesting open source models, actually. Very good quality for a first launch. Now it looks funny to say, but nearly on par with the top Chinese open source models. Nuno We have several investments in the space. humans& has made some recent announcements, which is quite interesting as well. We’ll see what actually happens in the market, but even more disruption probably will come in actual products in a form of product and commercial, on top of all the geopolitical mess that we discussed through the entire episode. If you’re an investor, how the hell do you underwrite an investment right now in early stage, mid-stage, late stage, et cetera? I think my answer is very carefully is how you underwrite it. Bertrand On your advice of being very careful to underwrite it, let’s not forget what happened to our boy wonder, Leopold Aschenbrenner of Situational Awareness. I guess he didn’t listen to you in terms of being careful because part of the instability in the stock market was actually coming from his hedge fund. These guys were leveraged 3, 4x going after the hottest of the hottest AI stocks, and margin calls, and all their public investment is gone just to answer their margin calls. I think it’s clear that the AI bet is… Personally, I’m very excited, and I think it’s the future, and you need to spend time and think about and invest in it. At the same time, it’s a bet that is not an easy one to follow. We go from GPUs to memories to equipments to power generation. All of this is not transitioning in an easy, organized manner. It would be boom and bust going there. He’s probably one of the first big-scale fatalities. The other big-scale fatality was the stock market in Korea, plunging 40% in a month. Definitely, all of that we discussed about was, on the background, you had the stock market going up and down pretty crazily the past few weeks. Nuno Everyone’s being affected. Everyone, you have your 401(k), you have your pension fund dependent on these equity stocks. Everyone’s seeing the effects of this volatility right now very aggressively. We do wish Leopold… Hopefully he’s on honeymoon right now because he got married, I think, this weekend. Hopefully there will be… Bertrand To none less than an Anthropic Chief of Staff. Nuno His wife is the Chief of Staff of Dario, is that it? Bertrand To Dario, yes, as far as I unders

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

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)

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.