Podcasts about Tencent

Simon Brown unpacks a US personal savings rate of just 2.6% — one of the lowest on record — and why it matters more as a fragility gauge than a crash signal. He covers the collapsed Iran deal and its effect on oil and South African fuel prices, the SARB's prime rate hike to 10.5% and why he thinks the MPC has it wrong, and the near-10% surge in Naspers and Prosus on news that WeChat is putting AI at the centre of its app. Plus SPAR's brutal trading update, the year-to-date scoreboard with South Korea up 123%, Afrimat's Nersa win, Dell's near four-bagger, and why Simon keeps buying Clicks at two-year lows. Topics: US savings rate, Iran and oil, SARB rates, Naspers, Prosus, Tencent, SPAR, food retail, South Korea, Dell, Clicks. WorldWideMarkets is part of JustOneLap.com.

SpaceX filed its public S-1 with the SEC, revealing 2025 revenue of $18.7 billion — up 33% year over year — anchored by Starlink's $11.4 billion connectivity segment. The Goldman-led syndicate is targeting a $1.75 to $2 trillion valuation, more than double the December 2025 tender offer mark, with a Nasdaq debut under SPCX as early as June. If it prices at range, it will be the largest IPO in history.Cerebras just had one of the biggest tech IPO debuts in years. The AI chip company listed at $185, opened at $350, and closed up 68% at $311 — giving it a roughly $95 billion valuation and making it the largest U.S. tech IPO since Uber. The AI hardware window is officially open, and the market is now treating non-NVIDIA AI infrastructure as a real public-market category.Cisco shocked the market with a major AI infrastructure guide. Revenue hit $15.84 billion, AI infrastructure orders were lifted from $5 billion to $9 billion for fiscal 2026, and the stock jumped 15%. The same day, Cisco cut 4,000 jobs to fund the pivot. The AI capex boom is no longer just NVIDIA — it is spreading into networking, optics, security, and the second layer of the infrastructure stack.The Trump-Xi Beijing summit ended without a formal AI deal. The U.S. cleared major Chinese companies including Alibaba, Tencent, ByteDance, JD, and Lenovo to buy up to 75,000 NVIDIA H200 chips each, but Beijing paused the orders almost immediately. AI infrastructure is no longer just a company-level decision — it is now a geopolitical bargaining chip.Google disclosed the first confirmed AI-built zero-day exploit used in the wild. The attack targeted a two-factor authentication flow in a widely used open-source system administration tool, and Google says the planned mass exploitation event was stopped before it scaled. The cybersecurity impact of AI is no longer theoretical — AI is now accelerating both offense and defense.Inflation came in hot again. April CPI rose 0.6% month over month, the Fed held rates at 3.50-3.75%, and markets are now pricing a higher chance of a rate hike than a cut. And yet the S&P 500 still closed above 7,500, while the Nasdaq and Dow also hit major levels. The AI trade is overpowering the macro signal — for now.Runner-up: Anthropic and the Gates Foundation signed a $200 million four-year partnership directing grants, Claude credits, and engineering support toward global health, K-12 tutoring, and smallholder-farm agronomy. The deal lands the same week Anthropic absorbed Colossus 1 and signed Google for $200 billion in TPUs. The model lab is becoming an infrastructure-scale institution.Runner-up: VoltaGrid raised $1 billion from Blackstone and Halliburton at a $10 billion-plus valuation to build behind-the-meter power systems for AI data centers. Power, not just chips, is becoming one of the biggest constraints in the AI boom.Runner-up: Amazon is reportedly preparing another 14,000 corporate layoffs, which would bring 2026 reductions to roughly 30,000 jobs if confirmed. The AI labor reduction cycle is widening across Big Tech.Runner-up: A former Google engineer was convicted of stealing TPU trade secrets after transferring more than 500 confidential files tied to Google's AI chip architecture and software stack. It is one of the clearest legal templates yet for AI-era intellectual property enforcement.If you want a prize, send us a DM:instagram.com/rickerandbontiktok.com/@rickerandbonyoutube.com/@rickerandbon

In this Film Ireland podcast, recorded live on location in Washington, D.C. at the Capital Irish Film Festival, Gemma Creagh chats with producer, writer and director Ruán Magan his films Báite and Daniel O'Connell: The Emancipator, which were both screening in the programme. Presented annually by Solas Nua, the 20th edition of the Capital Irish Film Festival ran from 26th February to 1st March 2026, presenting one of the largest programmes of Irish cinema in North America. We learn more about the great work they do by catching up with the festival's director Maedhbh Mc Cullagh.Finally we hear from some of the attendees at the event...BáiteA woman's body is found under the waters of a lake in the countryside, and the arrival of a Detective from Dublin is the last thing Peggy, the owner of Casey's Pub, needs as she tries to save her business and her family.Daniel O'Connell: The Emancipator Narrated by Domhnall Gleeson, this hour-long documentary explores the life and legacy of Daniel O'Connell to mark the 250th anniversary of his birth in 2025.Ruán Magan Ruán is a producer, writer and director whose work in drama, documentary and stadium events has reached audiences of millions throughout the world. Having begun his career in the movie business, Ruán has worked as an assistant director and location manger in major Hollywood films including Far & Away, The Devil's Own and Michael Collins. Ruán established Create One in 1996 spurred by the ideal of creating high end content that explored and celebrated the human condition. The company's first production was a documentary presented by the writer and playright, Manchán Magan filmed in India. This led to a long collaboration which saw the two brothers producing 30 documentaries filmed in India, South America, the Middle East, the USA, Europe and China.In 1998, Create One produced By Design. This 6 part documentary series produced by Ruán Magan in collaboration with Fox Laurber and Little Bird, design expert, Garrett O'Hagan and directer, Geoff Dunlop, looked at the crucial role that design plays in the human world. It aired across Europe and the US. Since then Ruán has continued to produce project through Create One while also embarking on an international career that has seen him direct and produce projects in the US, Europe and China for Discovery, History Channel, Smithsonian, BBC, ARTE and Tencent. Drama projects directed by Ruán Magan include Báite (Danu Media), Wrecking The Rising/Éirí Amach Amú (Tile Films), Éoinín na nÉan (TG4) and Angel (Create One). His screenplays No Fury and The Noticer.Maedhbh Mc Cullagh Maedhbh is a multidisciplinary cultural producer, arts programmer and creative consultant. For more than two decades she has been producing and managing artistic programs, presentations, productions, and special events for international festivals, cultural institutes and organizations, in Europe and the US, including appointments as the Associate Director of Irish Screen America, Managing Director of the world-renowned Abrons Arts Center, independent freelance producer at Performance Space NY, The Civilians Theater Company, The Foundry Theatre, the Alliance of Resident Theatres, and program director of the international Dublin Fringe Festival.About Capital Irish Film FestivalSolas Nua's annual Capital Irish Film Festival in Washington, D.C., presents one of the largest programmes of Irish cinema in North America, showcasing the latest Irish dramatic and documentary features, shorts, art films and animation releases by Irish and Ireland-based filmmakers. The festival provides a US platform that amplifies the work of independent filmmakers working in Ireland and beyond, and celebrates the strength of Ireland's contemporary cinematic culture. The programme highlights the country's rich cultural heritage while fostering an inclusive and diverse community of Irish filmmakers.Over the years, the podcast has featured acclaimed guests such as Phyllida Lloyd, Lenny Abrahamson, M. Night Shyamalan, John Boorman, Saoirse Ronan, Colin Farrell, Aisha Tyler, Colm Meaney, Paul Reiser, Niamh Algar, David Freyne, Ciarán Donnelly, Joshua Oppenheimer, John Crowley, Niamh Algar, Gene Stupnitsky, and Terence Davies, alongside many of the most influential voices working in film and television today.So make sure to subscribe and listen back! Hosted on Acast. See acast.com/privacy for more information.

Cerebras just had one of the biggest tech IPO debuts in years. The AI chip company listed at $185, opened at $350, and closed up 68% at $311 — giving it a roughly $95 billion valuation and making it the largest U.S. tech IPO since Uber. The AI hardware window is officially open, and the market is now treating non-NVIDIA AI infrastructure as a real public-market category. Anthropic is now sitting at the center of the AI compute economy. After locking in massive infrastructure deals with Google, AWS, and SpaceX-linked compute, the company is also expanding Claude access, rate limits, and deployment through partnerships like its new $200 million Gates Foundation deal across global health, education, and agriculture. The model lab is no longer just competing on chatbot quality — it is becoming an infrastructure-scale AI institution. Cisco shocked the market with a major AI infrastructure guide. Revenue hit $15.84 billion, AI infrastructure orders were lifted from $5 billion to $9 billion for fiscal 2026, and the stock jumped 15%. The same day, Cisco cut 4,000 jobs to fund the pivot. The AI capex boom is no longer just NVIDIA — it is spreading into networking, optics, security, and the second layer of the infrastructure stack. The Trump-Xi Beijing summit ended without a formal AI deal. The U.S. cleared major Chinese companies including Alibaba, Tencent, ByteDance, JD, and Lenovo to buy up to 75,000 NVIDIA H200 chips each, but Beijing paused the orders almost immediately. AI infrastructure is no longer just a company-level decision — it is now a geopolitical bargaining chip. Google disclosed the first confirmed AI-built zero-day exploit used in the wild. The attack targeted a two-factor authentication flow in a widely used open-source system administration tool, and Google says the planned mass exploitation event was stopped before it scaled. The cybersecurity impact of AI is no longer theoretical — AI is now accelerating both offense and defense. Inflation came in hot again. April CPI rose 0.6% month over month, the Fed held rates at 3.50%–3.75%, and markets are now pricing a higher chance of a rate hike than a cut. And yet the S&P 500 still closed above 7,500, while the Nasdaq and Dow also hit major levels. The AI trade is overpowering the macro signal — for now. Runner-up: VoltaGrid raised $1 billion from Blackstone and Halliburton at a $10 billion-plus valuation to build behind-the-meter power systems for AI data centers. Power, not just chips, is becoming one of the biggest constraints in the AI boom. Runner-up: Amazon is reportedly preparing another 14,000 corporate layoffs, which would bring 2026 reductions to roughly 30,000 jobs if confirmed. The AI labor reduction cycle is widening across Big Tech. Runner-up: A former Google engineer was convicted of stealing TPU trade secrets after transferring more than 500 confidential files tied to Google's AI chip architecture and software stack. It is one of the clearest legal templates yet for AI-era intellectual property enforcement. Ricker and Bon #431If you want a prize, send us a DM: http://instagram.com/rickerandbonhttps://www.tiktok.com/@rickerandbonhttps://www.youtube.com/@rickerandbon

Marc Zuckerberg ist vor wenigen Tagen mal wieder an harten chinesischen Hürden gescheitert. Ein wertvoller KI-Deal scheint geplatzt und muss eventuell rückabgewickelt werden. Was genau die Hintergründe sind und warum China für ihn trotzdem eine Erfolgsstory ist, kläre ich in dieser Episode.
 Erwähnte Begriffe und Namen:
 - Marc Zuckerberg
 - Manus
 - Butterfly Effect
 - Temu
 - Shein
 - Oculus Quest
 ► Hier kannst du dich kostenlos für meine neue Plattform C2I-Express (App + Report) anmelden: https://china2invest.webflow.io/express
 ► Hier kannst Du meinen YouTube-Kanal abonnieren: https://www.youtube.com/china2invest
 ► Folge mir gerne auch auf LinkedIn: https://www.linkedin.com/in/ericnebe/
 Über eine positive Bewertung und ein Abo auf deiner Podcast-App würde ich mich sehr freuen und natürlich ebenso, wenn du meinen Podcast weiterempfiehlst.
 Die verwendete Musik wurde unter AudioJungle - Royalty Free Music & Audio lizensiert. Urheber: Alexiaction.
 Hinweis: Aus rechtlichen Gründen darf ich keine individuelle Einzelberatung geben. Alle Beiträge auf diesem Kanal spiegeln lediglich meine eigene Meinung wider und stellen keinerlei Aufforderung zum Kauf oder Verkauf von Wertpapieren dar.
 Zum Zeitpunkt der Erstellung dieses Beitrags war der Autor, Eric Nebe, in folgenden der besprochenen Finanzinstrumente selbst investiert: Meta Platforms, Alphabet, Amazon, Tencent, Apple, Tesla. Geplante Änderungen: Keine. Weitere Informationen entnehmen Sie bitte unserem Transparenzhinweis zum Umgang mit Interessenskonflikten: Sie bitte unserem Transparenzhinweis zum Umgang mit Interessenskonflikten: https://www.china2invest.de/transparenz-und-rechtshinweise

In today's MadTech Daily, we cover ministers being urged to act as AI adoption hits 95%, Ofcom drafting new rules for streaming platforms, and Tencent missing Q1 forecasts while doubling down on AI.

Nvidia (NVDA) reached a fresh record high after reports the U.S. approved H200 chip sales to select Chinese firms including Alibaba (BABA), Tencent, and ByteDance. Cisco (CSCO) also climbed to a new high on strong AI driven demand, while Cerebras Systems (CBRS) stunned Wall Street with a massive IPO debut. Applied Materials (AMAT) topped earnings expectations and boosted its outlook as AI infrastructure spending continues to accelerate.======== 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

We nemen u mee naar Azië, naar de techtijgers Alibaba en Tencent. Ze werden groot met e-commerce, games of sociale media, maar richten nu hun pijlen op AI. We bespreken het met analist Tom Simonts. --- Trends Beleggen is een podcastkanaal van de redactie van https://www.trends.be Meer info en advies over beleggen vind je op https://trends.be/beleggen/  --- Elke dag beleggingsadvies in uw mailbox? Registreer u gratis op één van de e-newsletters op https://www.trends.be/newsletters --- Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Die Wall Street zeigt sich nach dem schwächeren Dienstag uneinheitlich, mit den Tech- und KI-Werten freundlich. Nvidia und der gesamte Sektor profitieren davon, dass CEO Jensen Huang kurzfristig nun doch an der China-Reise von Präsident Trump teilnimmt, was Hoffnungen auf Fortschritte im Halbleitergeschäft mit China schürt. Im Fokus stehen außerdem die April-Erzeugerpreise, nachdem die Inflation zuletzt erneut höher ausgefallen war. Wir sehen auf breiter Front extrem heiße Erzeugerpreise. Die Wahrscheinlichkeit einer Zinsanhebung im Dezember liegt bei nun 37 Prozent. Unterstützung kommt für die Wall Street auch von Morgan Stanley. Chefstratege Mike Wilson hebt das Ziel für den S&P 500 bis Ende 2026 von 7.800 auf 8.000 Punkte an und sieht im bullischsten Szenario sogar 9.400 Punkte. Bei den Quartalszahlen enttäuschen Alibaba und Tencent insgesamt, auch wenn das Cloud- und KI-Geschäft weiter stark wächst. Nach Börsenschluss stehen die Zahlen von Cisco im Fokus. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Die Wall Street zeigt sich nach dem schwächeren Dienstag uneinheitlich, mit den Tech- und KI-Werten freundlich. Nvidia und der gesamte Sektor profitieren davon, dass CEO Jensen Huang kurzfristig nun doch an der China-Reise von Präsident Trump teilnimmt, was Hoffnungen auf Fortschritte im Halbleitergeschäft mit China schürt. Im Fokus stehen außerdem die April-Erzeugerpreise, nachdem die Inflation zuletzt erneut höher ausgefallen war. Wir sehen auf breiter Front extrem heiße Erzeugerpreise. Die Wahrscheinlichkeit einer Zinsanhebung im Dezember liegt bei nun 37 Prozent. Unterstützung kommt für die Wall Street auch von Morgan Stanley. Chefstratege Mike Wilson hebt das Ziel für den S&P 500 bis Ende 2026 von 7.800 auf 8.000 Punkte an und sieht im bullischsten Szenario sogar 9.400 Punkte. Bei den Quartalszahlen enttäuschen Alibaba und Tencent insgesamt, auch wenn das Cloud- und KI-Geschäft weiter stark wächst. Nach Börsenschluss stehen die Zahlen von Cisco im Fokus. Ein Podcast - featured by Handelsblatt. ► Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet * ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * ► Direkt an der Börse handeln mit tradegate.direct: https://bit.ly/wallstreet_april * +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung

13/5 Trump in Cina per il “Business summit” con Xi, sull'Air Force one anche Jensen Huang. Prima di partire: “non ci serve l'aiuto della Cina per la pace con l'Iran, la situazione è sotto controllo”. Focus su commercio, terre rare, prodotti agricoli, aerei. Cosa c'è sul tavolo negoziale delle due super potenze. Futures in verde, Brent e Wti in calo. Salgono oro e argento, Bitcoin sopra 81.000$. Ieri, Rally in pausa, a pesare il ribasso dei semiconduttori e la forza gravitazionale dei rendimenti dei Bond: decennale sfiora il 4,5% (livello che aveva portato Trump a una pausa sui dazi ad aprile 2025). Aprile, inflazione sopra le attese al 3,8% su spinta energia e beni alimentari. A sorprendere il dato Core al 2,8%: salgono i rendimenti dei bond, il mercato annulla le chance di un taglio dei tassi nel 2026. Possibilità di un rialzo a dicembre al 35%. Oggi ultimo voto al Senato per la conferma di Kevin Warsh alla Fed. Tre motivi per cui questa non è una bolla AI (o almeno non ancora): LPL Financial. Ebay rifiuta l'offerta di Gamestop da 56mld: né attrattiva né credibile.  Anthropic verso nuovo round finanziamenti da 30mld $: valutazione a 900 mld. Altman contro Musk al processo: richieste controllo post-mortem da “far drizzare i capelli”. CME la potenza computazionale diventa un asset finanziario.  Spotify  *** Questo episodio è offerto da Scalable Capital   Investire comporta rischi  Interesse p.a. lordo variabile su liquidità illimitata. Condizioni e distribuzione della liquidità su scalable.capital/conto-deposito-non-vincolato*** Asia i listini ripartono, Nikkei sfiora l'1% anche il Kopsi recupera il rosso e sale grazie a SK Hynix. Samsung da -6% a territorio positivo: manca accordo con i sindacati, rischia sciopero di 18giorni di 50mila lavoratori. A rischio supply chain mondiale memory chip. AI trade perchè Alibaba e Tencent rimangono indietro? India dazi al 15% su import oro e argento per proteggere riserve valuta estera e rupia. In Europa futures in verde. Stasera parla Lagarde, Nagel intervenire se aspettative inflazione disancorate. Oggi pil 1Q Eurozona e produzione industriale. Starmer: altro Liz Truss moment? Attenzione al Gilt nel giorno del discorso di Re Carlo. Focus su banche italiane, Recorsati, Avio, Inwit. Conti di Snam, Hera, Geox, Rcs BLACK BOX SCRIPT NEWSLETTER: https://open.substack.com/pub/blackboxchora/p/cose-black-box-script?r=66d6vk&utm_medium=ios Learn more about your ad choices. Visit megaphone.fm/adchoices

Tencent (TCEHY) is at 52-week lows, but Jeff Muhlenkamp sees a buying opportunity driven by its dominant ecosystem and payments business. He's more cautious on JD.com (JD) and Alibaba (BABA) as price wars and weak demand pressure margins. Muhlenkamp is rotating away from tech into cyclicals like Microchip Technology (MCHP) and gold as A.I. optimism peaks.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

See omnystudio.com/listener for privacy information.

We are raiding the Guardian long read archives to bring you some classic pieces from years past, with new introductions from the authors. This week, from 2021: China's video game market is the world's biggest. International developers want in on it – but its rules on what is acceptable are growing increasingly harsh. Is it worth the compromise? By Oliver Holmes. Read by Jordan Erica Webber. Help support our independent journalism at theguardian.com/longreadpod

Lisa Nan, Beauty Editor at Jing Daily, joins The Negotiation to break down what's really happening in China's beauty and luxury markets right now. From the rise of C-beauty brands challenging international players to the unexpected virality of Kris Jenner as China's 'money goddess,' Lisa tracks the trends that are reshaping how brands sell in the world's largest beauty market.In this episode, Lisa covers the hottest brands and sub-categories driving growth, the emergence of male beauty and the silver beauty market (50+ consumers), and the decline of mega-anchors in China's livestreaming ecosystem. She explains which domestic and foreign brands are winning, what's replacing the mega-anchor model, and how moments like the Winter Olympics and viral memes reveal deeper shifts in Chinese consumer behavior.Lisa also discusses the current state of China's overall beauty and luxury markets, functional beauty trends like scalp care and science-backed skincare, and the emerging developments international brands should be monitoring closely. Whether you're a brand considering China entry or navigating the market's rapid evolution, this conversation offers actionable insights from one of the industry's sharpest observers. Discussion Points·       Current state of China's beauty market: strengths, weaknesses, and key dynamics shaping 2026·       Overall luxury market health: which brands are cutting stores, which are doubling down, and why·       Hottest domestic C-beauty brands (Proya, Florasis, Winona) and foreign brands succeeding in China·       Fastest-growing sub-categories: scalp care, fragrance, functional beauty, and science-backed products·       Male beauty market expansion: how brands are approaching male consumers differently·       Silver beauty market (50+) finally taking off: who's getting it right and what's driving demand·       Decline of mega-anchors in livestreaming: what happened and what's replacing the mega-anchor model·       Kris Jenner as China's 'money goddess': what viral memes reveal about Gen Z consumer engagement·       Winter Olympics impact: Eileen Gu, Su Yiming, and how brands leverage winter sports moments·       Emerging trends to watch: what's on the radar that international brands might be missing

Our 243rd episode with a summary and discussion of last week's big AI news!Recorded on 04/29/2026Hosted by Andrey Kurenkov and Jeremie HarrisFeel free to email us your questions and feedback at andreyvkurenkov@gmail.com and/or hello@gladstone.aiRead out our text newsletter and comment on the podcast at https://lastweekin.ai/In this episode:OpenAI released GPT-5.5 with strong coding-oriented improvements, a system card discussing chain-of-thought monitorability and misalignment testing, higher pricing than GPT-5.4, and notable quirks like a system-prompt warning about “goblins.”xAI launched Grok Voice Think Fast 1.0, claiming large benchmark leads for real-time voice agents and reporting major Starlink customer-support automation and sales conversion impact.DeepSeek open-sourced DeepSeek V4 (Pro and Flash) featuring MoE scaling and 1M-token context via hybrid/compressed attention changes, while Tencent released Hunyuan 3 preview with weaker benchmark performance; a new long-horizon agent benchmark (Clawmark) shows low task success rates.Major business, legal, and policy updates include Google's planned up-to-$40B investment and 5GW compute commitment to Anthropic, Meta's AWS Gravitron deal and China blocking Meta's Manus acquisition, a revamped OpenAI–Microsoft agreement, ongoing Musk–OpenAI trial developments, and new safety/security research on sabotage, document degradation under delegation, and bit-flip attacks.Timestamps:(00:00:10) Intro / Banter(00:02:00) News Preview(00:02:26) Response to listener comments(00:02:55) SponsorsTools & Apps(00:05:55) OpenAI Unveils Its New, More Powerful GPT-5.5 Model - The New York Times(00:23:33) xAI Launches grok-voice-think-fast-1.0: Topping τ-voice Bench at 67.3%, Outperforming Gemini, GPT Realtime, and More - MarkTechPost(00:29:00) Claude can now plug directly into Photoshop, Blender, and Ableton | The VergeProjects & Open Source(00:29:38) China's DeepSeek releases preview of long-awaited V4 model as AI race intensifies(00:47:05) Tencent Unveils Hy3 preview; Model Enhances Agent Capabilities and Real-World Usability - Tencent 腾讯(00:50:14) ClawMark: A Living-World Benchmark for Multi-Turn, Multi-Day, Multimodal Coworker AgentsApplications & Business(00:53:03) Google Plans to Invest Up to $40 Billion in Anthropic(00:56:26) Meta will use hundreds of thousands of AWS Graviton chips(00:59:51) China blocks Meta's $2 billion takeover of AI startup Manus(01:01:45) OpenAI shakes up partnership with Microsoft, capping revenue share payments(01:07:13) Elon Musk Testifies of AI Risk at Trial, Says OpenAI Tried to ‘Steal' a Charity - WSJ(01:11:50) Judge rejects DOJ bid to delay Anthropic appeal in Pentagon dispute(01:14:42) Google's Gemini can now run on a single air-gapped server — and vanish when you pull the plug(01:19:07) DeepMind's David Silver just raised $1.1B to build an AI that learns without human data | TechCrunchPolicy & Safety(01:22:47) Evaluating whether AI models would sabotage AI safety research(01:28:59) LLMs Corrupt Your Documents When You Delegate(01:32:50) Temporal Sparse Autoencoders: Leveraging the Sequential Nature of Language for Interpretability(01:39:53) Memorandum on Adversarial Distillation of American AI Models(01:41:41) Teen boys are dating their AI chatbots—and experts warn it could kill their careers | Fortune(01:43:57) Announcing the Anthropic Economic Index Survey(01:45:21) Scoop: CISA lacks access to Anthropic's MythosSynthetic Media & Art(01:48:03) Taylor Swift Files to Trademark Voice and Likeness to Protect Against AI MisuseResearch & Advancements(01:49:15) Maximal Brain Damage Without Data or Optimization: Disrupting Neural Networks via Sign-Bit FlipsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Xbox doubles down on a DAU strategy with no real plan to get there. Ubisoft keeps cleaning house while its franchises collect dust. And the most doom-and-gloom post ever written about the games industry lands on LinkedIn, and it's hard to argue with.Topics Covered:● Xbox's public memo: Rebranding back to Xbox, shifting to DAU as a north star● UK games subsidies: £28.5 million, three funding tracks, and why Turkey is still running laps around everyone● Ubisoft Canada shakeup: Four big departures, Assassin's Creed Hex in trouble, and why Tencent might be the only real solution● Marvel Rivals vs Overwatch 2● China vs the West: The structural advantages nobody talks about and what Western developers can actually do about it● The doom post: 10 reasons western gaming is structurally uninvestible, and where the guys agree and push backCHAPTERS:00:20 Show Intro and Agenda01:35 Boys Only Banter02:56 Shills04:03 Istanbul Trip Plans04:38 Division Resurgence Update07:59 Xbox Memo Breakdown17:33 UK Games Subsidies23:45 Fortnite Shampoo Ads26:55 Habi's New Game30:58 PC Pivot Reality Check32:06 China Publishers Paper Tigers32:42 Marvel Rivals vs Overwatch34:47 Blizzard Momentum Update37:24 Ubisoft Canada Shakeup43:59 Why China Dominates Mobile46:29 Creativity vs Pragmatism50:23 Game Industry Doom List

Foreign automakers are turning to technology and local partnerships to regain competitiveness in China's automotive market. General Motors' Cadillac introduced the VISTIQ electric SUV with driver-assist technology co-developed with Momenta. Hyundai launched the IONIQ brand in China, featuring AI-driven voice-control functions. Volkswagen plans to integrate AI-powered voice commands using technology from Tencent, Alibaba, and Baidu. Despite these efforts, foreign brands face declining sales and challenges in regaining market share, while leveraging Chinese technology for potential global influence.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

The Information's Asia Bureau Chief Jing Yang joins TITV Host Akash Pasricha to discuss DeepSeek's massive valuation jump to $20 billion and interest from Tencent and Alibaba. We also talk with reporter Rocket Drew about the growing pains of OpenClaw and the unauthorized access to Anthropic's Mythos model. The Information's Valida Pau and Cory Weinberg break down SpaceX's skyrocketing debt profile to $23 billion and its potential $60 billion deal for Cursor. Then, Ox Security CEO Neatsun Ziv explains why AI is escalating critical cybersecurity threats by 4x. Finally, Senior Finance Editor Ken Brown analyzes CoreWeave's dominance in the bond market and the risks to the broader economy if AI demand slows down.Articles discussed on this episode: https://www.theinformation.com/articles/tencent-alibaba-talks-invest-deepseek-20-billion-plus-valuationhttps://www.theinformation.com/articles/openclaw-struggles-grow-overnight-successhttps://www.theinformation.com/articles/spacex-debt-jumped-23-billion-last-yearSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

In this episode of The Negotiation, host Todd Embley welcomes Dr. Nici Sweaney, founder of AI Her Way and one of the most compelling voices on ethical AI adoption, gender equity in technology, and responsible AI systems.Nici has an extraordinary background. She started in butterfly ecology, spent 17 years as a quantitative scientist in academia, and has worked with the United Nations, World Bank, WWF, Hewlett-Packard, and Salesforce. Named one of Microsoft's Top 10 Trailblazing Entrepreneurs in AI, she's now helping organizations across over 20 industries adopt AI in ways that drive efficiency while maintaining ethical standards.This conversation explores how AI is fundamentally reshaping consumer behavior and brand discovery. Nici breaks down what AI means for marketing strategy, how brands should be thinking about the funnel differently, and where the biggest operational transformations are happening inside consumer businesses.The discussion also tackles critical equity and representation questions. Nici explains why it matters who builds AI systems, how different global models shape what consumers are exposed to, and the practical implications of bias in training data for brands using AI in customer-facing applications.Finally, Nici shares systems-level thinking on AI adoption. She walks through how leadership teams should be approaching this strategically, why governance and ethics need to be built in from the start, and where overwhelmed organizations should begin.This is essential listening for anyone leading AI adoption, building consumer brands, or trying to understand how AI is changing the way people discover, evaluate, and buy products.Discussion Points·       Nici's journey from butterfly ecology to quantitative science to founding AI Her Way·       What AI Her Way does and who it serves across 20+ industries·       How AI is reshaping consumer behavior, brand discovery, and purchasing decisions·       Marketing transformation: rethinking the funnel, channels, and content creation in an AI-driven world·       Operational impact: where consumer brands are seeing the biggest AI-driven transformations·       Why equity and representation in AI matter for consumer-facing applications·       How different global models (Western vs Chinese vs others) shape what consumers see·       Practical implications of bias in AI training data for brands·       Systems-level thinking: how leadership teams should approach AI adoption strategically·       Building governance and ethical frameworks from the start, not as an afterthought·       Where overwhelmed organizations should start with AI adoption·       Closing the AI gender gap and why women need to help shape AI's future·       Big shifts coming in AI over the next 2-5 years for consumer behavior and brand marketing·       Key takeaway for business leaders and marketers on AI

In Episode 2 of Breaking Free of Psyops, Matt Ehret shifts focus from occult influence to modern geopolitical narratives, breaking down the widely circulated claims about China's so-called “social credit system.” Drawing from research compiled with Cynthia Chung, this episode challenges the dominant portrayal of China as a dystopian surveillance state. The discussion explores how anti-China narratives have been shaped through decades of Cold War propaganda, intelligence agency influence, and media coordination. Matt examines the role of private fintech corporations like Alibaba and Tencent, arguing that many of the most abusive credit systems are not state-run but tied to global financial networks with Western backing. From the legacy of the Cold War to modern behavioral engineering and global financial control, this episode questions who is really behind emerging systems of surveillance and social control.

In this rapid-fire update episode of The Negotiation, our host, Todd Embley, sits down with Jacob Cooke, CEO and Co-Founder of WPIC Marketing + Technologies, for a fast-paced conversation covering the biggest developments in China's e-commerce and AI landscape.Jake unpacks Alibaba's recent earnings—why he's encouraged despite weak earnings—and breaks down the significance of their new AI business unit, Token Hub, and the Wukong platform. The conversation explores the OpenClaw phenomenon sweeping China and what it means for enterprise AI adoption.The episode also dives into WPIC's latest annual data report, revealing strong growth across China's e-commerce market and the dramatic platform shift toward Douyin. Jake shares fascinating insights on the pet category—including the explosive growth of live dog and cat sales on social commerce platforms—and highlights other standout trends in nutraceuticals, fashion, and sports.Jake also provides his read on Canada-China relations following Prime Minister Mark Carney's historic visit, discusses the excitement around Canadian journalists being back on the ground in Beijing, and shares what the diplomatic reset means for Canadian brands like Lululemon, Arc'teryx, and Canada Goose.This is a must-listen for anyone tracking China's consumer market, AI developments, or Canada-China business opportunities. Enjoy!Discussion Points·      Alibaba's latest earnings: why Jake is encouraged despite net income down 66%·      Token Hub and Wukong: How Alibaba is restructuring to monetize AI through tokens instead of subscriptions·      The OpenClaw phenomenon: Why it's exploding in China and how cheap, capable models fuel adoption·      WPIC's annual data report: Top-level takeaways on China's e-commerce market (2023-2025)·      Pet market deep-dive: 20.4% growth and the rise of live pet sales on Douyin·      Nutraceuticals surge: 27.3% growth and Douyin overtaking Tmall for the first time·      Canada-China relations: What PM Carney's visit means for business and why CBC journalists being back matters·      Canadian brand performance: How Lululemon, Arc'teryx, and Canada Goose are doing on the ground·      Increased business confidence: Western leaders' visits to China and rising brand interest·      Key message for international brands entering or expanding in China in 2026

Fresh off raising a monster $15B, Marc Andreessen has lived through multiple computing platform shifts firsthand, from Mosaic and Netscape to cofounding A16z. In this episode, Marc joins swyx and Alessio in a16z's legendary Sand Hill Road office to argue that AI is not just another hype cycle, but the payoff of an “80-year overnight success”: from neural nets and expert systems to transformers, reasoning models, coding, agents, and recursive self-improvement. He lays out why he thinks this moment is different, why AI is finally escaping the old boom-bust pattern, and why the real bottleneck may be less about models than about the messy institutions, incentives, and social systems that struggle to absorb technological change.This episode was a dream come true for us, and many thanks to Erik Torenberg for the assist in setting this up. Full episode on YouTube!We discuss:* Marc's long view on AI: from the 1980s AI boom and expert systems to AlexNet, transformers, and why he sees today's moment as the culmination of decades of compounding technical progress* Why “this time is different”: the jump from LLMs to reasoning, coding, agents, and recursive self-improvement, and why Marc thinks these breakthroughs make AI real in a way prior cycles were not* AI winters vs. “80-year overnight success”: why the field repeatedly swings between utopianism and doom, and why Marc thinks the underlying researchers were mostly right even when the timelines were wrong* Scaling laws, Moore's Law, and what to build: why he believes AI scaling laws will continue, why the outside world is messier than lab purists assume, and how startups can still create durable value on top of rapidly improving models* The dot-com crash and AI infrastructure risk: Marc's comparison between today's AI capex boom and the fiber/data-center overbuild of 2000, plus why he thinks this cycle is different because the buyers are huge cash-rich incumbents and demand is already here* Why old NVIDIA chips may be getting more valuable: the pace of software progress, chronic capacity shortages, and the idea that even current models are “sandbagged” by supply constraints* Open source, edge inference, and the chip bottleneck: why Marc thinks local models, Apple Silicon, privacy, trust, and economics all point toward a major role for edge AI* American vs. Chinese open source AI: DeepSeek as a “gift to the world,” why open models matter not just because they're free but because they teach the world how things work, and how open source strategies may shift as the market consolidates* Why Pi and OpenClaw matter so much: Marc's claim that the combination of LLM + shell + filesystem + markdown + cron loop is one of the biggest software architecture breakthroughs in decades* Agents as the new “Unix”: how agent state living in files allows portability across models and runtimes, and why self-modifying agents that can extend themselves may redefine what software even is* The future of coding and programming languages: why Marc thinks software becomes abundant, why bots may translate freely across languages, and why “programming language” itself may stop being a salient concept* Browsers, protocols, and human readability: lessons from Mosaic and the web, why text protocols and “view source” mattered, and how similar principles may shape AI-native systems* Real-world OpenClaw use: health dashboards, sleep monitoring, smart homes, rewriting firmware on robot dogs, and why the most aggressive users are discovering both the power and danger of agents first* Proof of human vs. proof of bot: why Marc thinks the internet's bot problem is now unsolvable via detection alone, and why biometric + cryptographic proof of human becomes necessaryTimestamps* 00:00 Marc on AI's “80-Year Overnight Success”* 00:01 A Quick Message From swyx* 01:44 Inside a16z With Marc Andreessen* 02:13 The Truth About a16z's AI Pivot* 03:29 Why This AI Boom Is Not Like 2016* 06:33 Marc on AI Winters, Hype Cycles, and What's Different Now* 10:09 Reasoning, Coding, Agents, and the New AI Breakthroughs* 12:13 What Founders Should Build as Models Keep Improving* 16:33 AI Capex, GPU Shortages, and the Dot-Com Crash Analogy* 24:54 Open Source AI, Edge Inference, and Why It Matters* 33:03 Why OpenClaw and PI Could Change Software Forever* 41:37 Agents, the End of Interfaces, and Software for Bots* 46:47 Do Programming Languages Even Have a Future?* 54:19 AI Agents Need Money: Payments, Crypto, and Stablecoins* 56:59 Proof of Human, Internet Bots, and the Drone Problem* 01:06:12 AI, Management, and the Return of Founder-Led Companies* 01:12:23 Why the Real Economy May Resist AI Longer Than Expected* 01:15:53 Closing ThoughtsTranscriptMarc: Something about AI that causes the people in the field, I would say, to become both excessively utopian and excessively apocalyptic. Having said that, I think what's actually happened is an enormous amount of technical progress that built up over time. And like for, for example, we now know that neural network is the correct architecture.And I, I will tell you like there was a 60 year run where that was like a, you know, or even 70 years where that was controversial. And so, so the way I think about what's happening is basically, I think, I think about basically the, the, the period we're in right now is it's, I call it 80 year overnight success, right?Which is like, it's an overnight success ‘cause it's like bam, you know, chat GPT hits and then, and then oh one hits, and then, you know, open claw hits and like, you know, these are open, these are, these are like overnight, like radical, overnight transformative successes, but they're drawing on an 80 year sort of wellspring backlog, you know, of, of, of, of ideas and thinking it's not just that it's all brand new, it's that it's an unlock of all of these decades of like very serious, hardcore research.If I were 18, like this is a hundred, this is what I would be spending all of my time on. This is like such an incredible conceptual breakthrough.swyx: Before we get into today's episode, I just have a small message for listeners. Thank you. We will not be able to bring you the ai, engineering, science, and entertainment contents that you so clearly want if you didn't choose to also click in and tune into our content.We've been approached by sponsors on an almost daily basis, but fortunately enough of you actually subscribed to us to keep all this sustainable without ads, and we wanna keep it that way. But I just have one favor to ask all of you. The single, most powerful, completely free thing you can do is to click that subscribe button.It's the only thing I'll ever ask of you, and it means absolutely everything to me and my team that works so hard to bring the in space to you each and every week. If you do it, I promise you will never stop working to make the show even better. Now, let's get into it.Alessio: Hey everyone, welcome to the Lidian Space Pockets. This is CIO, founder Kernel Labs, and I'm joined by s Swix, editor of Lidian Space.swyx: Hello. And we're in a 16 Z with a, uh, mark G and welcome.Marc: Yes, yes. A and what, half of 16? Something like that. A one. Exactly,swyx: exactly. Uh, apparently this is the, the final few days in your, your current office.You're moving across the road.Marc: Uh, we're, yeah. We have a, we have some, we have some projects underway, but yeah, this is actually, oh, this is the original. We're in actually the original office. We're in the, we're in the, we're, we're in the whole thing.swyx: It's beautiful. Yeah. Great.Marc: Thank you.swyx: So I have to come out, uh, this is a, you know, I wanted to pick a spicy start in October, 2022.I just made friends with Roone and, uh, I wanted to give him something to sort of be spicy about. And I said, uh. Uh, it'll never not be funny. The A 16 Z was constantly going. The future is where the smart people choose to spend their time and then going deep into crypto and not in ai. And that was in October 22nd, 2022.And Ruen says there was an internal meeting in a 16 Z to reorient around Gen ai. Obviously you have, but was there a meeting? What, what was that?Marc: I mean, I don't, look, I've been doing AI since the late eighties.swyx: Yeah.Marc: So I, I don't know, like all that, as far as I'm concerned, this stuff is all Johnny cum lately.Yeah. You, I mean, look, we've been doing ar entire existence. I mean, we've been doing AI machine learning deep, you know, deeply. We've been doing this stuff way from the beginning. Obviously a AI is just core to computer science. I, I, I actually view them as like quite, uh, quite continuous. Um, you know, Ben and I both have computer science degrees.Um, you know, we, we both, Ben, Ben and I actually both are world enough to remember the actual AI boom in the 1980s. Yeah. There was like a, there was a big AI boom at the time. Um, and there was a, was names like expert systems. Um, and they of like lisp and lisp machines. Uh, I, I coded in lisp. I was coding a lisp in 1989.When that was the, the language of the AI future. Um, yeah. So this is something that we're like completely, you completely comfortable with. I've been doing the whole time and are very enthusiastic aboutswyx: is there a strong, like this time is different because, uh, my closest analog was 20 16 17. It was an AI boom.Mm-hmm. And it petered out very, very quickly. Um, we, it just, it just in terms of investingMarc: sort of, sort of,swyx: yeah. Investment, investment excitement.Marc: Although that's really when the, the, the Nvidia phenomenon really, it was, I would say it was in that period when it was very clear that at, at the time it, the vocabulary was more machine learning, but it, it was very clear at that time that machine learning was hitting some sort of takeoff point.Alessio: Yeah.Marc: Well, and as you guys, you guys have talked about this at length on, on your thing, but, you know, if you really track what happened, I think the real story is, it was, it was the Alex net, uh, basically breakthrough in like 2013. That was the, that was the real knee in the curve. Um, and then it was obviously the transformer breakthrough in 17.Alessio: Yeah.Marc: Um, and then everything that followed. But, but, you know, look, machine learning, you know, there were, you know, look, uh, I mean look, I've been working, you know, I've been working with, uh, one of my, you know, kind of projects working with Facebook since 2004. Um, and on the board since 2007, and of course, you know, they, they started using machine learning very early, um, and, you know, have used it basically, you know, for like 20 years for, you know, content, you know, feed optimization and advertising optimization.And obviously many, you know, financial services. You know, many, many, many companies, many different sectors have been doing this. And so it's like one of these things, it's like, it's not a, it's not a single thing. Like it's, it's like, it's like layers, right? Yeah. Um, and, and the layers arrive at different paces and, but they kind of build up.swyx: Yeah.Marc: Uh, they kind of build up over time and then, and then, yeah. And then look, in retrospect, it was 2017 was kind of the, you know, the key, the key point with the trans transformer and then. And then as you guys know, there was this really weird like four year period where it's like the, the transformer existed and then it was just like,swyx: let's go.Yeah.Marc: Well, but, but it was just, but, but between 2020, but between 2017 and 2021, I mean, that was the era of which like companies like Google had internal chat Botts, but they weren't letting anybody use them.swyx: Yeah.Marc: Right. And then, you know, and then OpenAI developed Chat GT or GPT two, and then they told everybody, this is way too dangerous to deploy.Right. Yeah. You know, we can't possibly let normal people, normal people use this thing. And then you, you guys, I'm sure remember AI Dungeon, um mm-hmm. So the o for, there was like a year where like the only way for a normal person to use GP T three was in, in AI dungeon.Alessio: Yeah.Marc: And so you, you, we would do this, you'd go in there and you'd pretend to play Dungeons and Dragons.In reality, you're just trying to talk to talk to GPT. And so there was this, you know, there was this long, you know, and I, you know, the big, big companies, you know, big companies are cautious and, you know, the big companies were cautious. It, it, by the way, it took open ai. You know, they, they, they talk about this, it took open AI time to actually adjust, you know, kind of re redirect their researchswyx: path.I, I think, uh, let say Rosewood, right? Uh, the, the dinner that founded OpenAI was right there.Marc: Right, right. But that, that dinner would've taken place in 20swyx: 18Marc: 19. The formation of OpenAI Uhhuh as late as 2018.swyx: Uh, uh, sorry. Uh, no, I'm, I'm, I'm, I'm wrong. Probably It should be 20. Yeah. They just celebrated a 10 year anniversary, so it it is 2025.Yeah, so, so 2015?Marc: Yeah. 2015. Yeah. 2015. But then, uh, um, Alec Radford did G PT one in what, probablyswyx: mm-hmm. 17, 18,Marc: yeah. 17, 18. So it, yeah. For, and then, and then they didn't really, and then GPT three was what? 2020? 2020.swyx: 2020.Marc: Because that became copilot immediately. Even open ai, which has been, you know, the leader of, of this thing in the last decade, you know, e even they had to adapt and, and, and lean into the new thing.And so. Um, yeah, I, I think it's just this process of basically sort of wave after wave layer after layer, you know, building on itself. And then you kind of get these catalytic moments where, where the whole thing pops and, and obviously that's what's happening now.swyx: Is it useful to think about will there be any ai, winter?‘cause there's always these patterns. Like, is this, in the summer is something I constantly think about because do I get, do I just like. Just get endlessly hyped and just trust that I will only be early and never wrong or right. Well, are we, will there be a winter?Marc: So there's something about, say the following.There's something about AI that has led to this repeated pattern. Um, and, and, and you guys know this,swyx: it's summer, winter, summer,Marc: winter, summer, winter, summer, winter. And it goes back 80 years. Yeah. 80 years. Uh, so the original neural network paper was 1943. Right. Which is, which is amazing. Uh, that it was, it was far back that long.And then there was you, if you guys have ever talked about this on your show, but there was this, uh, there was a big, uh, there was an a GI conference at Dartmouth University in 1950. 55. 55, yeah. And they got a NSF grant to, uh, for the, all the AI experts at the time to spend the summer together. And they figured if they had 10 weeks together, they could get a GI, uh, at the other end.And they got their, by the way, they got the grant, they got the 10 weeks and then, you know, 1955, you know. No, no. A GI. And like I said, I, I lived through the eighties version of this where there was a big, a big boom and a crash. And so, so there is this thing, and there, there is something about AI that causes the people in the field, I would say, to become both excessively utopian and excessively apocalyptic.Um, and, and it's probably on both sides of like the, the, the boom bus cycle. You, you kind of see that play out. Having said that, I think what's actually happened is like just, and you know, and we now know in retrospect like an enormous amount of technical progress that built up over time. And like for, for example, we now know that neural network is the correct architecture.And I, I will tell you like there was a 60 year run where that was like a, you know, or even 70 years or that was controversial. And, and we now know that that's the case. And so we, we now, you know, everything we're building on today just sort of derives from the original idea in 1943. And so, so in retrospect, we, we now know that like, these, these guys are right.They, they, you know, they would get the timing wrong and they thought, you know, capabilities would arrive faster, or they were, it could be turned into businesses sooner or whatever, but like, they were fundamentally, the, the scientists who worked on this over the course of decades were fundamentally correct about what they were doing.And, and the, and the payoff from, from, from all their work is happening now. And so, so the way I think about what's happening is basically, I think, I think about basically the, the, the period we're in right now is it's, I call it 80 year overnight success, right? Which is like, it's an overnight success.‘cause it's like bam, you know, chat, GPT hits and then, and then oh one hits, and then, you know, open claw hits and like, you know, these are open, these are, these are like overnight, like radical, overnight transformative successes, but they're drawing on an 80 year sort of wellspring backlog, you know, of, of, of, of ideas and thinking it's not just that it's all brand new, it's that it's an unlock of all of these decades of like very serious, hardcore research.Um, and thinking, and look, there were AI researchers who spent their entire lives. They got their PhD. They, they worked for, they've researched for 40 years. They retired in a lot of cases, they passed away and they never actually saw it work.swyx: Yeah. It's all sad.Marc: It is. It is sad. It's sad. Knewswyx: Jeff Hinton was like the last guy.Marc: Yeah. Yeah. Well, there were the guys, uh, was a guy, Alan Newell. I mean, there's tons of John McCarthy. You know, John McCarthy was like one of the inventors in the field. He's one of the guys who organized the Dartmouth Conference and you know, he taught at Stanford for 40 years. Wow. And passed, you know, passed away, I don't know, whatever, 10, 10 years ago or something.Never, never actually go. Got to see it happen. But like, it is amazing in retrospect, like, these guys were incredibly smart and they worked really hard and they were correct. So anyway, so then it's like, okay, you know, say history doesn't repeat, but it rhymes. It's like, okay, does that mean that there's gonna be another, like, you know, basically boom buzz cycle.And I, I will tell you, like, let, like in a sense, like yes, everything goes through cycles and, you know, people get overly enthusiastic and overly depressed and there's, there's a time, there's a timelessness to that. Having said that, there's just no question. Um, so the form, the foremost dangerous words in investing this time are, this time is different.Do you know the 12 most dangerous words investing? No. The four most d foremost dangerous words in investing are this time is different. Yeah. Um, the 12 most dangerous words. And so like, I'll tell you what's different. Like now it's working like, like there's just no, I mean, look, there's just no question.And by the way, I, I'll just give you guys my take. Like L LLMs, like from, from basically the Chad G PT moment through to spring of 25. I think you could still, I think well intention, well, and of. Form skeptics could still say, oh, this is just pattern completion. And oh, these things don't really understand what they're doing.And you know, the hall hallucination rates are way too high. And, you know, this is gonna be great for creative writing and creating, you know, Shakespeare and so sonnets and, you know, as, as rap lyrics or whatever, like, it's gonna be great and all that stuff, but we're not gonna be able to harness this to make this relevant in, you know, coding or in medicine or in law or in, you know, you know, kind of feels that, you know, kind of really, really matter.And I think basically it was the reasoning breakthrough. It, it was oh one and then R one that basically answered that question basically said, oh no, we're gonna be able to actually turn this into something that's gonna work in the real world. And, and then obviously the coding breakthrough over the, over basically the coding breakthrough that kind of catalyzed over the holiday break was kind of the third step in that.Mm-hmm. Where you're just like, alright, if, if, you know, if Linus Tova is saying that the AI coding is no better than he is like. Like, that's, that's never happened before. That's theswyx: benchmark.Marc: Yeah. That's never happened before. And so now we know that it's, it's gonna sweep through coding and, and then, and then we, we know, you know, we know that if it's gonna work in coding, it's gonna work in everything else.Right. It's just then, because that's, that's like, that's like, that's like the hardest in many ways. That's the hardest example. And how everything else is gonna be a, a derivative of that. And then on top of that, we just got the agent breakthrough, you know, with Open Claw, which is fantastic. Which is amazing and incredibly powerful.And then we just got the, the, um, the auto research, uh, you know, the, the self-improvement. You know, we're now into the self-improvement breakthrough. And so the, so the way I think about it is we've had four fundamental breakthroughs in functionality, l OMS reasoning, uh, agents, um, and then, uh, and, and then now RSI, um, and, and they're all actually working.Um, and so I'm, I'm just, as you like, you can tell I'm jumping outta my shoes. Like, like this is, like this is it like this, this is the culmination of 80 years worth of worth of work, and this is the time it's becoming real.Alessio: Yeah.Marc: I, I'm completely convinced.Alessio: I think the anxiety that people feel is like during the transistor era, yet Mors law, and it's like, all right, we understand why these things are getting better.We understand the physics of it. Yeah. With ai, it's. It's so jagged in like the jumps where like, like you said, it's like in three months you have like this huge jump like, and people are like, well this can keep happening. Right? But then it keeps happening,Marc: it'll keep happening.Alessio: And so like how do you think about also timelines of like what's we're building?I think we always have this question with guests, which is like, you know, should you spend time building harness for a model versus like the next model just gonna do it one shot in the lead space. Right. And how does that inform, like how you think about the shape of the technology? You know, you talk about how it's a new computing platform.If you have a computing platform, then like every six months it like drastically changes in what it looks like. It's hard to build companies on top of it.Marc: Yeah. So, so a couple things. So one is like, look, the, the Moore's law was what we now call a scaling law. Like Moore's Law was a scaling law and for your younger viewers, more Moore's Law was every chip chip chips either get twice as powerful or twice as cheap every, every 18 months.And that, and that and that, you know, that it's gotten more complicated in the last few years. But like that, that was like the 50 year trajectory of, of, of the computer industry. And then, and then by the way, and that's what took the mainframe computer from a $25 million current dollar thing into, you know, the phone in your pocket being, you know, a million times more powerful than that.Like that, you know, for, for 500 bucks. And so that, that was a scaling law. And then, and then, and then key to any scaling law, including Moore's Law and the AI scaling laws is, you know, they're not really laws, right? They're, they're, they're, they're predictions, but when they work, they become self-fulfilling predictions because they, they, they, they, they set a benchmark and, and then the entire industry, right?All the smart people in the industry kind of work to make sure that, that, that actually happens. And so they, they kind of motivate the breakthroughs that are required to, to keep that going. And, and in and in chips, that was a 50 year, that was a 50 year run. Right. And it, it was amazing. And it's still happening in, in some areas of, of chips.I think the same thing is happening with the, the core scaling laws. The core scaling laws. In, in, in ai, you know, they're, they're not really laws, but like they, they are basically. There are predictions and then they're motivating catalysts for the research work that is required to be. And, and, and, and by the way, also the investment, uh, dollars, um, uh, you know, required to basically keep, you know, keep the curves going and, and look, it, it is, it's gonna be complicated and it's gonna be variable and they're, you know, there're gonna be walls that are gonna look like they're fast approaching, and then they're gonna be, you know, engineers are gonna get to work and they're gonna figure out a way to punch through the walls.And obviously that's, you know, that's been happening a lot, you know, and then look, there's gonna be times when it looks like the walls have, you know, the, the, the laws have petered out and then they're gonna, they're gonna pick up again and surge and then, and then, and then it, it appears what's happening to the eyes is there's not multiple, you know, multiple scaling laws.Um, there's multiple areas of improvement. And, and I think, you know, I don't know how many more there are already yet to be discovered, but there are probably some more that we don't know about yet. You know, they, like, for example, there's probably some scaling law around, um, world models and robotics that we don't fully understand, you know, kind of acquisition of data at scale in the real world that we don't fully understand yet.So that, that, that one will probably kick in at some point here. There's a bunch of really smart people working on that. Um, and so, yeah, I, I think the expectation is that, that, you know, the, the scaling laws generally are gonna continue. Yeah. The, the pace of improvement will continue to move really fast.Um. To your question on like what to build. So, uh, I'm a complete believer the scaling laws are gonna continue. I'm a complete believer the capabilities are gonna keep getting amazing, um, you know, leaps and bounds. Uh, the part where I kind of part ways a little bit with how, what I would describe as the AI purists, um, you know, which is, which I would characterize as like the people who are.In many ways, the smartest people in the field, but also the people who spend their entire life, like at a lab, um, and have, have, I would say, have very little experience in the outside world. Um, the, the, the nuance I would offer is the outside world of 8 billion people and institutions and governments and companies and economic systems and social systems is really complicated.Um, and, um, and doesn't, you know, it it 8 billion people making collective decisions on planet Earth is not a simple process of like, just like you see this happening now. It's like a bunch of AI CEOs have this thing, which is just like, well, there's just this, they just all have this kind of thing when they talk in public where they're just like, well, there's these, these obvious set of things that so society to do.Alessio: Mm-hmm.Marc: And then they're like, society's not doing any of those things. Right. And it's like, how can society not, you know, what, whatever their theory is, how can society not see x, y, Z? Mm-hmm. And the answer is, well, society is number one. There's no single society, it's like 8 billion people. And they like all have a voice, and they all have a vote, like at the end of the day of how they, they react to change.And then, you know, it just like, it's just human reality is just really complicated and messy. Um, and, and, and so the specific answer to your question is like, as usual, it depends. Um, you know, it, it depends. Look, pe there's no question people are gonna, like, there's no question they're gonna be companies.It's already happening. There are companies that think that they're building value on top of the models and then they're just gonna get blissed by the, by the next model. There's no question that's happening. But I think there's no question also that just the process of adaptation of any technology into the real and into the real messy world of humanity is, is just going to be messy and complicated.It's, it's not going to be simple and straightforward. It's gonna be messy and complicated. And there are gonna be a lot of companies and a lot of products, um, uh, and in, in fact entire industries that are gonna get built to, to, to basically actually help all of this technology actually reach real people.Alessio: The amount of capital going into these companies, I mean, Dario talked about it on the Door Cash podcast and Door Cash was like, why don't you just buy 10 x more GPUs? And he is like, because I'm gonna go bankrupt if the model doesn't exactly hit the, the performance level. How do you think about that?Also as a risk on, you know, you guys are investors, open AI and thinking machines and world apps. It seems like we're leveraging the scaling loss at a pretty high rate, right? Like how comfortable, I guess, do you feel with the downside scenario, like, and say like things Peter out, you think you can kind of like restructure uh, these build outs and uh, you know, capital investments.Marc: Yeah. So should start by saying, so I live through the.com crash, um, and I can tell you stories for hours about the.com crash and it was horrible. No, it was awful. It was, it was, it was apocalyptic by the way. The, a lot of the.com crash was actually at the time, it was actually a telecom crash. It was a bandwidth crash.Like the, the thing that actually crashed, that wiped out all the money with the tele, the telecom companies.swyx: GlobalMarc: crossing. Global, global, yeah.swyx: I'm from Singapore and they, they laid so much cable o over over our oceans.Marc: Actually there was a scaling law in the.com. Era. And it was literally the, the US Commerce Department put out a report in 1996 and they said internet traffic was doubling every quarter.Um, and, and actually in 1995 and 1996, internet traffic actually did double every quarter. And so that became the scaling law. And so what all these telecom entrepreneurs did was they went out and they raised money to build fiber, anticipating that the demand for bandwidth is gonna keep doubling every quarter.Doubling every quarter though is like, you know, grains of chess and the chessboard, like at some point the numbers become extremely large. Right. And, and, and it really, and really what happened was the internet. The internet by the way, continuously kept growing basically since inception. And it's, you know, it's, it's continuously grown.It's never shrunk. And it's grown really fast compared to anything else. Mm-hmm. You know, in, in, in human history. But it wasn't doubling every quarter as of 19 98, 19 99. And so there was this gap in the expectation of what they thought was a scaling law versus reality. And that's actually what caused the.com crash, which was the, it they, they way over companies like global crossing way overbuilt fiber, which is sort of the, and by the way, fiber, telecom equipment, you know, so all the, all the networking gear, you know, and then, and then by the way, the actual physical data centers, like that was the beginning of the, of the, of the data center build and then, and the data center overbuild.And so you had that, but it was, it was literally, I think it was like $2 trillion got wiped out, right? It was like Jesus, it was like a big, it was. And by the way, the other, the other subtlety in it was the internet companies themselves never really had any debt. ‘cause tech, tech companies generally don't run on debt, but the telecom companies run on debt.Physical infrastructure companies run on debt. And so the companies like Global Crossing not just raise a lot of equity, they also raise a lot of debt. So they're highly levered. And so then you just do the thing. It's just like, okay, you have a highly levered thing where you're, you're just over, you're overbuilding capacity.Demand is growing, but not as fast as you hoped. And then boom, bankrupt. Right. And, and then it, and then it's like they say about the hotel industry, which is, it's always the third owner of a hotel that makes money. It has to go bankrupt twice, right? You have to wash out all of the over optimistic exuberance before it gets to actually a stable state.And then it makes money. So by the way, all of those data centers and all of those, all the fiber that they're in use, it's all in use today. Yeah. But 25 years later. But it, it, it took, and actually the elapsed time was, it took 15 years. It took 15 years from 2000 to 2015 to actually fill, fill up all that capacity.The cautionary warning is the, the overbuild can happen. Um, and, and, and, and, you know, you, you get into this thing where basically everybody, everybody who basically has any sort of institutional capital, it's like, wow. It's just, I, I don't know how to invest in these crazy software things. For sure I can put build data centers and for sure I can buy GPUs that I can deploy, you know, compute grids and, and all these things.Um, and so, you know, if you're a pessimist, you could look at this and you could say, wow, this is like really set up to be able to basically replicate, you know, what we went through, what we went through in 2000. Obviously that would be bad. The counter argument, which is the one I I agree with, which is the counter on, on the other side is a couple things.One is the companies that are investing all the, the companies that are investing the money are like the bluest chip of companies. And so back, back, back in the, in the do, like Global Crossing was like a, it was like an entrepreneur. It was like a, a new venture, but like the money that's being deployed now at scale is Microsoft, and, you know, and Amazon and Google, Facebook and Facebook and Nvidia and, you know, these, these, these, and, and now you know, by the way, open ai philanthropic, which are now at like, you know, really serious size, um, you know, as companies with, you know, very serious revenue.These are very large scale companies with like, lots, lots of cash, lots of debt capacity that they've, they've never used. And so th this is institutional in a way that, that really wasn't at the time. And then the other is, at least for now, every dollar that's being put into anything that results in a running GPU is being turned into revenue right away.Like so, and you guys know this, like everybody's starved for capacity, everybody's starved for compute capacity and then, you know, all the associated things, memory and, and, and interconnected and everything else. Um, data center space. And so e every dollar right now that's being put into the ground is turning into revenue.And, and it, and in fact, I actually think there's an interesting thing happening, which is because everybody starve for capacity, the models that we actually have that we can use today are inferior versions of what we would have if not for the supply constraints. That's true. Um, if Right pose a hypothetical universe in which GPUs were 10 times cheaper and 10 times more plentiful mm-hmm.The models would be much better. ‘cause you would just allocate a lot more money to training and you'd just build better models and they would be better. Um, and so we're, we're actually getting the sandbag version of the technology.swyx: Yeah. No. Everything we use is quantized because the, the labs have to keep the, the full versions,Marc: right?swyx: LikeMarc: we're not even getting the good stuff.swyx: Yeah.Marc: But, but getting the good stuff, it's, it's just, even if technical progress stops. Once there's like a much bigger build of like GPU manufacturing capacity and memory, you know, all, all the things that have to happen in the course of the next five or 10 years.Once it happens, even the current technology is gonna get, gonna get much better. And then as you know, like there's just like a million ways to use this stuff. Like there's just like a million use cases for this. Mm-hmm. Like, it, it, you know, this isn't just sending packets across a, a thing, whatever, and hoping that people find something to do with it.This is just like, oh, we apply intelligence into every domain of human activity. And then it works like incredibly well. Yeah. Um. Here's what I know, here's what I know. Um, in the next three or four year, it's like somewhere between three or four years out, basically everything is selling out. So like the, the entire supply chain is, is, is, is sold out or, or, or selling out.And so there, there's no, like, we're just gonna have like chronic supply shortage for, you know, for years to come. Um, there's going to be a response from the market that's gonna result in an enormous, you know, it's happening now. An enormous flood of investment in a new fab capacity and ev you know, every, everything else to be able to do that, at some point the supply chain constraints will unlock, you know, at least to some degree that will be another accelerant to industry growth when that happens.‘cause the products will get better and everything will get cheaper. Um, and so, so I know that's gonna happen. I know that, you know, the deployments, you know, the, the actual use cases are like really compelling. And then, like I said, you know, with reasoning and agents and so forth, like, I know they're just gonna get like much, much better from here.And so I, I, I know the capabilities are like really real and serious. I also know that the technical progress is not going to stop. It. It, it is excel. It is, is accelerating. Like the, the breakthroughs are are tremendous. I mean, even just month over month, the breakthroughs are really dramatic. And so, you know, I think if you were a cynic and there, there are cynics, you can look at 2000, you can find echoes.But I can't even imagine betting it that this is gonna like somehow disappoint and, you know, at least for years to come, I think it would be essentially suicidal to make that bet. Yeah. Um, it was that Michael Burry, uh, uh, that'sswyx: anMarc: interesting guy, huh? We'll pick on a guy. We'll pick, let's pick on one guy.We'll pick. Well ‘cause he did, he he came out with, it was, it was the, heswyx: doesn't mind.Marc: It was the Nvidia short. Right. He came with the Nvidia short. And then if you guys probably talked about this, which is the, the analysis now that like the current models are getting better faster at such a rate that if you are running an Nvidia, if you're running an Nvidia inference chip today, that's three years old, you're making more money on it today than you did three years ago because the pace of improvement of the software is, is faster than the, the, the depreciation cycle, the chip.And then my understanding is Google is running. I don't if they've, I don't know exactly what, uh, these are rumors that I've heard or maybe it's public, but, um, I think Google's running very old TPUs, very profitably. Ference. Yeah. And very profit and very profitably. Yeah. Um, and so, so it actually turns out, as far as I can tell, it's actually the opposite of the Beery thesis is actually.He was actually 180 degrees wrong. It's actually the, the, the, the old Nvidia chips are getting more valuable, which is something that's like literally never happened before. Like it's never been the case that you have an older model chip that becomes more valuable, not less valuable. And that, and again, that's an expression of the just ferocious pace of software progress.Ferocious pace of capability payoff. Yeah. Uh, that you're getting on the other side of this. And so I just, the idea of betting against that, like.swyx: Yeah. Yeah. Well, one ofMarc: my, it seems like an invitation to get your face ripped up.swyx: One of my early hits was like modeling the lifespan of the H 100 and h two hundreds and, and going like, you know, usually they advise like four to seven years and it was, you know, maybe you sort of realistically haircut cut it down to two to three.Yeah. But actually it's going up and not down. Yeah. And, and uh, that's, I mean that's, I think that's the dream. Uh, we are finding utilization and I think utilization solves all problems. Like, you can, you can find use, use cases for even like the poor, like even memory, we're having a shortage. Right. And, and even like the, the shittier versions of, of memory that we do have, we are finding use cases for it.So like That's great.Marc: Yeah.Alessio: How, how important is open source AI and kinda like edge inference in a world in which you have three years of supply crunch. Like, do you think in the, like, you know, if you fast forward like five years, like how do you think about inference, uh, in the data center versus at the edge?Marc: Well, so just to start, yeah. So I think, I think open source is very important for a bunch of reasons. I think edge, edge inference is very important for a bunch of reasons. I, I think just practically speaking, if we're just gonna have fundamental construc, supply crunches for the next, I mean, you, you guys know if you just project forward demand over the next three years, right?Yeah. Relative to supply, one of the, its main predictions you can do is what's gonna, what, what's gonna happen to the cost of, of inference in the core, uh, over the next three years? And like, it may rise dramatically, right? Like, so, so what is, and then is, is, you know, like the, the, the big model competition are subsidizing heavily right now.Right? Right. And so, so what's the, what will be the average person's, you know, per day, per month token cost, you know, three years from now to do all the things that they want to do. And I, I don't know, it's gonna. I mean, I have, you guys probably have friends, I have friends today who are paying a thousand dollars a day for open claw, for claw tokens to run open claw.Right? And so, okay. $30,000 a month. Right? And, and by the way, those, those friends have like a thousand more ideas of the things that they want their claw to do, right? Yeah. And so you, you could imagine there, there's like latent demand of up to, I don't know, five or $10,000 a day of, of, of tokens for a fully deployed, you know, per personal agent.Uh, and obviously consumers can't pay that, right? And so, so, but it gives you a sense of the fu of the fu of the future scope of demand, right? And so, so even, even if there's a 10 x improvement in price performance, that still, you know, goes to a hundred dollars a day, which is still way beyond what people can pay.Mm-hmm. So there's just gonna be like. Ferocious to me, by the way. The agent thing, the other interesting thing is I think the agent thing, so up until now, a lot of the constraints of GGPU constraints, I think the agent thing now also translates into CPU constraints. Mm-hmm. Right?swyx: CPU memory.Marc: Yes. CPU memory, right?And so, like the entire chip ecosystem is just gonna get wait,swyx: wait for network constraints, that that will be the killer.Marc: It's all bottleneck potentially for years. And so, so I, I think that Brad, and, and I think it's actually possible, I mean, generally inference costs are gonna keep coming down, but I think the, let's put it this way, the rate of decline, I think may level out here for a bit because of these supply constraints.And then at some point, maybe the lab stops subsidizing so much and that, that, that again, will be, be an issue. And so there's just gonna be so much more demand for inference than, than can be satisfied. Um, you know, kind of with the centralized model. And then, and then, you know, you guys know this, but like all the, just the dramatic, I mean just the dramatic innovations that have happened in the Apple silicon to be able to do, uh, inferences, it's quite amazing the level of effort being put.Like the open source guys are putting incredible effort into getting, you know, this recurring pattern where the big model will never run on a pc, and then six months later mm-hmm. Oh, it runs in a pc, right? It's like amazing. And there's very smart people working on that. So there's all that. And then look, there's also, you know.There's also like other, there's other motivators. There's other motivators which is just like, okay, how much trust are the big centralized model providers? You know, how much trust are they building in the market versus, you know, how much are, you know, at least for, in certain cases with some people, for certain use cases, people being like, well, I'm not willing to just like, turn everything over.So there, there, there's all the trust issues. Um, by the way, there's also just like straight up price optimization. There's many uses of AI where you don't need Einstein in the cloud. You just need like a, a a, a smart local model. There's also performance issues where you want, you know, you want, you know, you're gonna want your doorknob to have an AI model in it.Right. You know, to be able to, you know, do, um, you know, to be able to do access control. Um, obviously like everything with a chip is gonna have an AI model in it. Mm-hmm. And it, a lot of those are gonna be local. Um, and so, yeah. No, like I think, I think you're gonna have ti and then you're gonna, by the way, also wearable devices, you know, you don't wanna do a complete round trip.You want, you know, you, whatever your smart devices are, you want it to be like super low latency. Yeah.swyx: The question, do we care who makes it? Yeah. One of the biggest news this week was the collapse of AI two, the Allen Institute. Mm-hmm. One of the actual American open source model labs. Yeah. Um, and, uh, I'm not that optimistic on, on American open source.Yeah. Like you, you guys invested in MIS trial and MIS trial's doing extremely well outside of China. That's about it.Marc: Yeah. We'll see. We'll see. I look, I, number one, I do think we care. Uh, I do think we, I do think we care who makes it. Um, I would say this, the, the, the, the previous presidential administration wanted to kill it in the us Oh yeah.They wanted to drown in the bathtub. Um, and so they wanted to kill it. So at least we have a government now that actually like, actually wants it wants it to happen. And youswyx: earned to councilMarc: and Yeah. And the new and the P pcast. Yeah. So the, the, you know, this admin for whatever other political issues people have, which are many, you know, this administration has, I think a very enlightened view and in particular an enlightened view on AI and in particular on open source ai.Uh, and so they're very supportive. Um, my read is the Chi. The Chinese have a very, the various Chinese companies have a very specific reason to do open source, which is, they, they, they don't fundamentally, they don't think they can sell commercial, uh, AI outside of China right now. And or at least specifically not, not in the US for a combination of reasons.And so they, they kind of view, I think, open source AI as a bit of a loss leader against basically domestic, uh, you know, paid, paid services. And then kind of an, you know, kind of an ancillary products. You know, they're, they're very excited about it, by the way. I think it's great. I think it's great that they're doing it.Um, you know, I think Deeps seek was like a gift to the world. Um, I think. The great thing about open source, open source, the, the, the impact of open source is felt two ways. One is you, you get the software for free, but the other is you get to learn how it works, right? And so like the paper, the paper, the paper and, and the code, right?And the code. And so, like, for example, I thought this was amazing. So open comes out with L one and it's an amazing technical breakthrough, and it's just like, absolutely fantastic. But of course they don't explain how it works in detail. And then of course they hide the, they hide the reasoning traces, right?And, and then, and then, and then everybody's like, okay, this is great, but like, who's gonna be able to replicate this? Are other people gonna be able to do this? You know, is their secret sauce in there? And then our one comes out and it's just like, there's the code and there's the paper, and now the whole world knows how to do it.And then, you know, three months later, every other AI model is, is adding reasoning. And so, so you get this kind of double, like even if the Chinese models themselves are not the models that get used, the education that's taken place to the rest of the world, the information diffusion, you know, is incredibly powerful.So that happens and then, I don't know. We'll, we'll see. You know, there are a bunch of American, you know, open source, you know, ai, uh, model companies. I mean, look, there's gonna be tremendous, you know, there already is. There's, you know, there's gonna be tre there's tremendous competition, uh, among the primary model companies.You know, there's, depending on how you count, there's like four or five, you know, big co model companies now that are, you know, kind of neck and neck, uh, in different ways. Um, uh, you know, and, and, and, um, you know, and then obviously Bo Bo both X and then MetAware involved are, you know, both have huge, you know, huge attempts to, you know, kind of, to kind of leapfrog underway.And then you've got, you know, a whole fleet of startups, new companies, including a whole bunch that we're backing, that are, you know, trying to come out with different approaches. And then you've got whatever it is. I don't know how, how many, how many, like main line foundation model companies are there in China at this point?It's probably six. It'sswyx: five Tigers is what they call it. Yeah. Uh, Quinn is in questionable because there's change in leadership,Marc: right?swyx: Yeah.Marc: But that, does that include, that includes like Moonshot,swyx: yes. Can deep seek, uh, uh, ZI, um, Quinn oh one is in there.Marc: Right. And then, um, and by dance and, and then you see,swyx: ance would be like the next tier ance.They weren't as prominent. They weren't, didn't haveMarc: a leading. Yeah. But they, you at least, you know, ance is very inspiring and presumably they have more stuff coming and Tencent probably has more stuff coming and, and so forth. And so, so, so like, look, here, here would be a thing you can anticipate, which is there are not these markets, there are not going to be between the US and China right now, there's like a dozen primary foundation model companies that are like at scale, at, at some level of a critical mass.It's not gonna be a dozen in three years, right? Like, it just because these industries don't bear a dozen, it's, it's gonna be three or you know, there's gonna be three or four big winners or maybe one or two big winners. And so there's gonna be like a whole bunch of those guys that are gonna have to figure out alternate strategies.Um, and I think like open source is one of those strategies. And so I, I think you could see like a whole, i, I, I think the questions like, who's gonna do open source? I think that could change really fast. I, I think that, that, that's a very dynamic thing. I think it's very hard to predict what happens. And, and I think it's very important.swyx: NVIDIA's doing a lot.Marc: Well, I was gonna say. Well, exactly. And then you're got Nvidia and then, and then, you know, just to, again, indu, there's an old thing in business strategy, which is called, uh, commoditize Compliments. Commoditize the compliment. That's right. And so if your Jensen is just kind of obvious, of course, you wanna commoditize the software.Yeah. And he's, and to his enormous credit, he's putting enormous resources behind that. And so maybe it, maybe it's literally Nvidia and I think that would be great.Alessio: Yeah. Uh, narrative violation to European projects, uh, in the, uh, damn.swyx: I'm hosting my, uh, Europe, uh, conference soon. And I got both of them.Alessio: They got us.They got us. MarkMarc: finished. They got us, us. Well, wait a minute. Where was Peter? So where was Steinberger when he did? In AustriaAlessio: was, yeah, yeah, yeah.Marc: He was in what? He was in Vienna. Oh, he was in Vienna. And then where is he now?swyx: Uh, he's moving to sf.Marc: Okay. Okay. Alright. Okay, there we go. And then, yeah, the PI guy, right?The PI guys are European.swyx: Yeah, they're also, they're buddies inAlessio: Australia. Mario's also there. Yeah.Marc: Right. And are they, yeah, they haven't announced yet. Any sort of change changed or have theyAlessio: No, they're, they have a company there.Marc: Okay. Got, okay. Good.Alessio: Good, good,good.Alessio: Um,Marc: yeah, good.swyx: Anyways, I think pie and open cloud very important software things and, and I just wanted you to just go off on what you think.Marc: Yeah. So I think in co the, the combination of the two of them I think is one of the 10 most important softwares. Openswyx: Claw got all the attention, but Right. Talk about pie,Marc: pi pie's, kind of the Yeah. PI's, PI's kind of the architectural breakthrough for those of us who are older. There was this whole thing that was very important in the world of software basically from like 1970 to, I don't know, it still is very important, but like 19, from 1973 to like basically the creation of Linux, which is basically this, this thing used to call like the Unix mindset.Like so, so, ‘cause there were all these different, you know, theories. There are all these different operating systems and mainframes and, and then you know, all these windows and Mac and all these things. And then there was this, but kind of behind it all was this idea of kind of the Unix mindset. And the Unix mindset was this thing where basically you don't have these, like, like in the old days, like, like the operating system that like made the computer industry really work, like in the 1960s mm-hmm.Was this thing called o os 360, which was this big operating system that IBM developed that was supposed to basically run everything. And it was this like giant monolithic architecture in the sky. It was like a, you know, it was like a giant castle. Um, of software. And, and by the way, it worked really well and they were very successful with it.But like, it was this huge castle in the sky, but it was this thing, it was almost unapproachable, which is like, you had to be kind of inside IBM or very close to IBM. And you had to really understand every aspect, how the system worked. And then the, the Unix sky is originally out of at and t and then out out of Berkeley, um, you know, came out and they said, no, let's have a completely different architecture.And the way architecture's gonna work is we're gonna have, we're gonna have a, a prompt and, and a, and a shell. And then, and then we're gonna, all, all the functionality is gonna be in the form of these discreet modules, and then you're gonna be able to chain the modules together. Mm-hmm. Yeah. And so like the, the, the op, it's almost like the operating, operating system itself is gonna be a programming language.Um, and then that led led to the, the, the sort of centrality of the shell. Um, and then that led to sort of, uh, you know, basically chaining together Unix tools. And then that led to the emergence of these, these scripting languages like Pearl, where you, you could basically kind of very easily do this, and then the shells got more sophisticated and then, and then, and then look like, you know, that, that, that number one, that worked and that, that was the world I grew up in.Like I was, I was a Unix guy. You know, sort of from, call it 1988 to, you know, kind of all, all the way through my work and it worked really well. It, it's in the background, um, you know, nor normal people don't need to, didn't need to necessarily know about it, but like, if you were doing like system architecture, application development, you, you, you knew all about it.Um, and then, you know, it's been in the background ever since. And, you know, look, your Mac still has a Unix shell, you know, kind of in there, and your iPhone still has a Unix shell kind of buried in there somewhere. So they're kind of in there. And then, you know, the Windows shell is kind of a, you know, sort of a weird derivative of that.But, um, you know, but look, the inter, the internet runs on Unix, um, and that smartphones, actually, both iOS and Android are Unix derivatives. And so, you know, kind of Unix did end up winning. But, but anyway, and then we just started taking that for granted. And then, and then so, so basically the, the way I think about what happened with Pie and then with Open Claw is basically what those guys figured out is, I always say the, the great breakthroughs are obvious in retrospect, right?Which is the best kind, the best kind. They weren't obvious at the time or somebody else would've done them already. Um, and so there is a, like a real conceptual leap, but then you look at it sort of the backwards looking and you're just like, oh, of course. Mm-hmm. Like the, the, to me those are always the best breakthroughs.Well, actually language models themselves are like that. It's just like, oh, next token completion. Oh, of course.swyx: Yeah. What other objective mattered?Marc: Yeah, exactly. But, but like it, right. But she's even saying it wasn't obvious until somebody actually did it. Right. And so the conceptual breakthrough is real and deep and powerful and, and very important.And so the way I think about pie and olaw is it's basically marrying the, the language model mindset to the un to the Unix, basically shell prompt mindset. And so it's, it's basically this idea that what, what, so what is an agent, right? And as, as, and as you know, like many smart people who have been trying to figure out what an agent is for, for, for decades, and they've had many architectures to build agents and the whole thing.And it turns out what is an agent. So it turns out what we now know is an agent is the following. It's, so it's a language model. And then above that, it's a ba, it's a bash shell. Um, so it's a, it's a Unix shell, and then it's, and then the agent has access, uh, has access to, to the shell. And, you know, hopeful, hopefully in a sandbox, maybe in, maybe in a sandbox.So it's, it's the model. Um, it's the shell. Um, and then it's a fi, it's a file system. Um, and then the state is stored in files. And then, you know, there's the markdown format for the, you know, for, for the files themselves. And then, and then there's basically what in Unix is called Aron job. There's a loop and then there's a heartbeat for the, there's heartbeat and, and the thing basically Wake Wakes up.Wakes up. So it's basically LLM plus shell, plus file system, plus markdown, plus kron. And it turns out that's an agent. And, and, and every part of that, other than the model is something that we already completely know and understand. And in fact, it turns out that like the latent power of the Unix shell is like extraordinary because basically like all, like, there's just like an, there's just enormous latent power in the shell.There's enormous numbers of Unix commands, there's enormous number of command line interfaces into all kinds of things already in the, you know, your entire, I mean your entire, just to start with, your computer runs on a shell. If you're running a Mac or a, or, or a phone, your computer, your computer's running on a shell, uh, already.And so like the full power of your computer is available at the command line level. Um, and then it turns out it's really easy to expose other functions as a command line interface. And so like this whole idea where we need like MCP and these like product mm-hmm. Fancy protocols, whatever, it's like, no, we don't, we just need like a command, command line thing.So that's the architecture. And then it turns out what is your agent? Your agent has a bunch of files starting a file system. And then there's the thing that just like completely blew my mind when I write my head around it as a result of this, which is like, okay. This means your agent is now actually independent of the model that it's running on.Because you can actually swap out a different LLM underneath your agent and your, your agent will change personality somewhat. ‘cause the model is different, but all of the state stored in the files will be retained.swyx: Yeah. Different instruction set, but you just compiledit.Marc: Right, exactly. And it's all right.It's like right. Swapping out a ship and recompiling, but it's, it's still, it's still your agent with all of its memories. Um, and with all of its capabilities. And then by the way, you can also swap out the shell, uh, so you can move it to a different execution environment that is also, is also a b shell, by the way, you can also switch out the file system, right.Uh, and you can, and you can, and you can swap out the, the, the heartbeat for the, the crown framework, the, the loop that the agent framework itself. And so your agent basically is ba basically at the end of the day, it's just. It's just, its files. Um, and then, and then there's of course it a openswyx: call.Marc: Yeah, it's, it's basically, it's, it's just the files.Um, and then by the way, as a consequence of that, the agent and then the agent itself, it turns out a couple important things. So one is it, it's, it, it can migrate itself, right? And so you're, you can instruct your agent, migrate yourself to a different, uh, runtime environment, migrate yourself to a different file system, migrate yourself to a different, you know, swap out the language model.Your agent will do all that stuff for you. And then there's the final thing, which is just amazing, which is the agent is the agent actually has full introspection. It actually, it actually knows about its own files and it could rewrite its own files. Right. Which by the way, is basically no widely deployed software system in history where the, the, the thing that you're using actually has full introspective knowledge of how it itself works and is able to modify itself.Like that, that, I mean, there have been toy systems that have had that, but there, there's never been a widely deployed system that has that capability and then that leads you to the capability. That just like completely blew my mind when I wrap my head around it, which is you can tell the agent to add new functions and features to itself and it can do that.Extend yourself. Yeah. Right? Extend, extend yourself. Like extend yourself. Give yourself a new capability. Right? And so, and so literally it's just like you run into somebody at a party and they're like, oh, I have my open claw, do whatever, connect to my eat, sleep bed, and it gives me better advice and sleep.And you go home at night and you tell your claw, or if they're at the party, by the way, you tell your claw, oh, add this capability to yourself. And your claw will say, oh, okay, no problem. And it'll go out on the internet and it'll figure out whatever it needs and then it'll go out to claw code or whatever.It'll write whatever it needs. And then the next thing you know, it has this new capability. And so you don't even have to, like, you can have it upgrade itself without even having to, without having to do anything other than tell it that you want it to do that. And so anyway, so the, the combination of all this is just, I mean, this is just like a massive, incredible, I mean, it's just incredible.Like if I, if I were, if I were 18, like this is a hundred, this is what I would be spending all of my time on. This is like such an incredible conceptual breakthrough. Yeah. And again, pe people are gonna look at it and they already get this response. People are gonna look at it and they're gonna say, oh, well, where's the breakthrough?‘cause these, the, all of these components were already known before. Mm-hmm. But, but this is the key, the key to the breakthrough was by using all these components that were known before, you get all of the underlying capability of that's buried in there. And so all, and so for example, computer use all of a sudden just kind of falls, trivi, trivial.Of course it's gonna be able to use your computer. It has full access to the shell. Right. And then, and then you just, you, you give it access to a browser, and then you've got the computer and the browser and, and often away it goes. And, and then you've got all the abilities of the browser also. Um, yeah.And so, and so the capability unlock here is profound. My friends who are, you know, deepest into this, are having their claw do like a, like, literally like a thousand things in their lives. They have new ideas every day. They're just like constantly throwing new challenges at the thing. And by the way, it's early and, you know, these are, you know, these are prototypes and there are, you know, as you guys know, there's security issues.Yeah. And, and so, you know, there's a bunch of stuff to be ironed out, but the, the unlock of capability is just incredible.swyx: Yeah.Marc: And I, I have absolutely no doubt that everybody in the world is gonna, is gonna have at least, you know, an agent like this, if not an entire family of agents. And w

Former Tesla Executive Jon McNeill talks with TITV Host Akash Pasricha about Elon Musk's management "algorithm" and why Tesla is pivoting to humanoid robots. We also talk with Aaron Holmes about Microsoft's hiring freeze in its Azure cloud and sales divisions, Jing Yang and Juro Osawa about Tencent's aggressive bet on OpenClaw in the China AI race, Julia Hornstein about the next generation of Silicon Valley General Partners. Finally we get into the private equity AI boom in this week's Editor's Cut with Martin Peers and Ken Brown.Articles discussed on this episode: https://www.theinformation.com/articles/microsoft-freezes-hiring-major-cloud-sales-groupshttps://www.theinformation.com/articles/tencent-bets-openclaw-make-lost-ground-china-ai-battlehttps://www.theinformation.com/newsletters/dealmaker/next-general-partners-winning-dealshttps://www.theinformation.com/projects/general-partners-venture-firms-2026Subscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

Who gets to define what intelligence means in the age of AI, and why are tech companies so keen to shift blame onto their creations? This episode digs into moral outsourcing, agency, and the urgent need for independent oversight in the world of artificial intelligence. Nvidia Unveils NemoClaw Agent Software Nvidia's NemoClaw is OpenClaw with guardrails Jensen just put Nvidia's Blackwell and Vera Rubin sales projections into the $1 trillion stratosphere Nvidia Unveils Groq-Based Chip System to Speed Up AI Tasks Like Coding Nvidia's DLSS 5 is like motion smoothing for video games, but worse Zuckerberg has "finished" with Alexandr Wang, worth US$14 billion Meta didn't buy Moltbook for bots — it bought into the agentic web Meta's Manus AI agent arrives on your desktop to take on OpenClaw Introducing GPT-5.4 mini and nano | OpenAI Sources: OpenAI signed a deal with AWS to sell its AI services to US government agencies for both classified and unclassified work, amid the Anthropic-DOD spat Inside OpenAI's Race to Catch Up to Claude Code OpenAI, Musk and Focus A mystery 1T-parameter AI model called Hunter Alpha, which appeared on OpenRouter on March 11, sparks speculation that DeepSeek is quietly testing its V4 model Hustlers are cashing in on China's OpenClaw AI craze Baidu is integrating OpenClaw with its Xiaodu devices to work as voice-controlled remotes, as it seeks to catch up with Tencent and Alibaba in the AI race Tennessee grandmother jailed after AI facial recognition error links her to fraud Judges Find AI Doesn't Have Human Intelligence in Two New Court Cases - Slashdot AI Agent Hacks McKinsey A study of ~1,500 US workers finds AI use can reduce burnout but also cause "AI brain fry", a mental fatigue from using AI tools beyond one's cognitive capacity AI companies want to harvest improv actors' skills to train AI on human emotion A Reddit Post, An AI Hallucination, And Two Lawyers Who Never Checked Citations Walk Into A Dog Custody Case Digg's open beta shuts down after just two months, blaming AI bot spam EchoPrime – Cedars-Sinai’s AI system can read echocardiograms and write the report Robotic Surgery Performed Remotely on Patient 1,500 Miles Away - Slashdot Ex-Uber CEO Kalanick Debuts Plan for 'Gainfully Employed Robots' German philosopher Jürgen Habermas dies at 96 CanIRun.ai — Can your machine run AI models? We tried White Castle from an airport vending machine. It was bleak. I tried BigArch. A big mess. Hosts: Leo Laporte, Jeff Jarvis, and Fr. Robert Ballecer, SJ Guest: Rumman Chowdhury Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: spaceship.com/twit outsystems.com/twit zscaler.com/security preview.modulate.ai

Who gets to define what intelligence means in the age of AI, and why are tech companies so keen to shift blame onto their creations? This episode digs into moral outsourcing, agency, and the urgent need for independent oversight in the world of artificial intelligence. Nvidia Unveils NemoClaw Agent Software Nvidia's NemoClaw is OpenClaw with guardrails Jensen just put Nvidia's Blackwell and Vera Rubin sales projections into the $1 trillion stratosphere Nvidia Unveils Groq-Based Chip System to Speed Up AI Tasks Like Coding Nvidia's DLSS 5 is like motion smoothing for video games, but worse Zuckerberg has "finished" with Alexandr Wang, worth US$14 billion Meta didn't buy Moltbook for bots — it bought into the agentic web Meta's Manus AI agent arrives on your desktop to take on OpenClaw Introducing GPT-5.4 mini and nano | OpenAI Sources: OpenAI signed a deal with AWS to sell its AI services to US government agencies for both classified and unclassified work, amid the Anthropic-DOD spat Inside OpenAI's Race to Catch Up to Claude Code OpenAI, Musk and Focus A mystery 1T-parameter AI model called Hunter Alpha, which appeared on OpenRouter on March 11, sparks speculation that DeepSeek is quietly testing its V4 model Hustlers are cashing in on China's OpenClaw AI craze Baidu is integrating OpenClaw with its Xiaodu devices to work as voice-controlled remotes, as it seeks to catch up with Tencent and Alibaba in the AI race Tennessee grandmother jailed after AI facial recognition error links her to fraud Judges Find AI Doesn't Have Human Intelligence in Two New Court Cases - Slashdot AI Agent Hacks McKinsey A study of ~1,500 US workers finds AI use can reduce burnout but also cause "AI brain fry", a mental fatigue from using AI tools beyond one's cognitive capacity AI companies want to harvest improv actors' skills to train AI on human emotion A Reddit Post, An AI Hallucination, And Two Lawyers Who Never Checked Citations Walk Into A Dog Custody Case Digg's open beta shuts down after just two months, blaming AI bot spam EchoPrime – Cedars-Sinai’s AI system can read echocardiograms and write the report Robotic Surgery Performed Remotely on Patient 1,500 Miles Away - Slashdot Ex-Uber CEO Kalanick Debuts Plan for 'Gainfully Employed Robots' German philosopher Jürgen Habermas dies at 96 CanIRun.ai — Can your machine run AI models? We tried White Castle from an airport vending machine. It was bleak. I tried BigArch. A big mess. Hosts: Leo Laporte, Jeff Jarvis, and Fr. Robert Ballecer, SJ Guest: Rumman Chowdhury Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: spaceship.com/twit outsystems.com/twit zscaler.com/security preview.modulate.ai

Who gets to define what intelligence means in the age of AI, and why are tech companies so keen to shift blame onto their creations? This episode digs into moral outsourcing, agency, and the urgent need for independent oversight in the world of artificial intelligence. Nvidia Unveils NemoClaw Agent Software Nvidia's NemoClaw is OpenClaw with guardrails Jensen just put Nvidia's Blackwell and Vera Rubin sales projections into the $1 trillion stratosphere Nvidia Unveils Groq-Based Chip System to Speed Up AI Tasks Like Coding Nvidia's DLSS 5 is like motion smoothing for video games, but worse Zuckerberg has "finished" with Alexandr Wang, worth US$14 billion Meta didn't buy Moltbook for bots — it bought into the agentic web Meta's Manus AI agent arrives on your desktop to take on OpenClaw Introducing GPT-5.4 mini and nano | OpenAI Sources: OpenAI signed a deal with AWS to sell its AI services to US government agencies for both classified and unclassified work, amid the Anthropic-DOD spat Inside OpenAI's Race to Catch Up to Claude Code OpenAI, Musk and Focus A mystery 1T-parameter AI model called Hunter Alpha, which appeared on OpenRouter on March 11, sparks speculation that DeepSeek is quietly testing its V4 model Hustlers are cashing in on China's OpenClaw AI craze Baidu is integrating OpenClaw with its Xiaodu devices to work as voice-controlled remotes, as it seeks to catch up with Tencent and Alibaba in the AI race Tennessee grandmother jailed after AI facial recognition error links her to fraud Judges Find AI Doesn't Have Human Intelligence in Two New Court Cases - Slashdot AI Agent Hacks McKinsey A study of ~1,500 US workers finds AI use can reduce burnout but also cause "AI brain fry", a mental fatigue from using AI tools beyond one's cognitive capacity AI companies want to harvest improv actors' skills to train AI on human emotion A Reddit Post, An AI Hallucination, And Two Lawyers Who Never Checked Citations Walk Into A Dog Custody Case Digg's open beta shuts down after just two months, blaming AI bot spam EchoPrime – Cedars-Sinai’s AI system can read echocardiograms and write the report Robotic Surgery Performed Remotely on Patient 1,500 Miles Away - Slashdot Ex-Uber CEO Kalanick Debuts Plan for 'Gainfully Employed Robots' German philosopher Jürgen Habermas dies at 96 CanIRun.ai — Can your machine run AI models? We tried White Castle from an airport vending machine. It was bleak. I tried BigArch. A big mess. Hosts: Leo Laporte, Jeff Jarvis, and Fr. Robert Ballecer, SJ Guest: Rumman Chowdhury Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: spaceship.com/twit outsystems.com/twit zscaler.com/security preview.modulate.ai

Who gets to define what intelligence means in the age of AI, and why are tech companies so keen to shift blame onto their creations? This episode digs into moral outsourcing, agency, and the urgent need for independent oversight in the world of artificial intelligence. Nvidia Unveils NemoClaw Agent Software Nvidia's NemoClaw is OpenClaw with guardrails Jensen just put Nvidia's Blackwell and Vera Rubin sales projections into the $1 trillion stratosphere Nvidia Unveils Groq-Based Chip System to Speed Up AI Tasks Like Coding Nvidia's DLSS 5 is like motion smoothing for video games, but worse Zuckerberg has "finished" with Alexandr Wang, worth US$14 billion Meta didn't buy Moltbook for bots — it bought into the agentic web Meta's Manus AI agent arrives on your desktop to take on OpenClaw Introducing GPT-5.4 mini and nano | OpenAI Sources: OpenAI signed a deal with AWS to sell its AI services to US government agencies for both classified and unclassified work, amid the Anthropic-DOD spat Inside OpenAI's Race to Catch Up to Claude Code OpenAI, Musk and Focus A mystery 1T-parameter AI model called Hunter Alpha, which appeared on OpenRouter on March 11, sparks speculation that DeepSeek is quietly testing its V4 model Hustlers are cashing in on China's OpenClaw AI craze Baidu is integrating OpenClaw with its Xiaodu devices to work as voice-controlled remotes, as it seeks to catch up with Tencent and Alibaba in the AI race Tennessee grandmother jailed after AI facial recognition error links her to fraud Judges Find AI Doesn't Have Human Intelligence in Two New Court Cases - Slashdot AI Agent Hacks McKinsey A study of ~1,500 US workers finds AI use can reduce burnout but also cause "AI brain fry", a mental fatigue from using AI tools beyond one's cognitive capacity AI companies want to harvest improv actors' skills to train AI on human emotion A Reddit Post, An AI Hallucination, And Two Lawyers Who Never Checked Citations Walk Into A Dog Custody Case Digg's open beta shuts down after just two months, blaming AI bot spam EchoPrime – Cedars-Sinai’s AI system can read echocardiograms and write the report Robotic Surgery Performed Remotely on Patient 1,500 Miles Away - Slashdot Ex-Uber CEO Kalanick Debuts Plan for 'Gainfully Employed Robots' German philosopher Jürgen Habermas dies at 96 CanIRun.ai — Can your machine run AI models? We tried White Castle from an airport vending machine. It was bleak. I tried BigArch. A big mess. Hosts: Leo Laporte, Jeff Jarvis, and Fr. Robert Ballecer, SJ Guest: Rumman Chowdhury Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: spaceship.com/twit outsystems.com/twit zscaler.com/security preview.modulate.ai

Who gets to define what intelligence means in the age of AI, and why are tech companies so keen to shift blame onto their creations? This episode digs into moral outsourcing, agency, and the urgent need for independent oversight in the world of artificial intelligence. Nvidia Unveils NemoClaw Agent Software Nvidia's NemoClaw is OpenClaw with guardrails Jensen just put Nvidia's Blackwell and Vera Rubin sales projections into the $1 trillion stratosphere Nvidia Unveils Groq-Based Chip System to Speed Up AI Tasks Like Coding Nvidia's DLSS 5 is like motion smoothing for video games, but worse Zuckerberg has "finished" with Alexandr Wang, worth US$14 billion Meta didn't buy Moltbook for bots — it bought into the agentic web Meta's Manus AI agent arrives on your desktop to take on OpenClaw Introducing GPT-5.4 mini and nano | OpenAI Sources: OpenAI signed a deal with AWS to sell its AI services to US government agencies for both classified and unclassified work, amid the Anthropic-DOD spat Inside OpenAI's Race to Catch Up to Claude Code OpenAI, Musk and Focus A mystery 1T-parameter AI model called Hunter Alpha, which appeared on OpenRouter on March 11, sparks speculation that DeepSeek is quietly testing its V4 model Hustlers are cashing in on China's OpenClaw AI craze Baidu is integrating OpenClaw with its Xiaodu devices to work as voice-controlled remotes, as it seeks to catch up with Tencent and Alibaba in the AI race Tennessee grandmother jailed after AI facial recognition error links her to fraud Judges Find AI Doesn't Have Human Intelligence in Two New Court Cases - Slashdot AI Agent Hacks McKinsey A study of ~1,500 US workers finds AI use can reduce burnout but also cause "AI brain fry", a mental fatigue from using AI tools beyond one's cognitive capacity AI companies want to harvest improv actors' skills to train AI on human emotion A Reddit Post, An AI Hallucination, And Two Lawyers Who Never Checked Citations Walk Into A Dog Custody Case Digg's open beta shuts down after just two months, blaming AI bot spam EchoPrime – Cedars-Sinai’s AI system can read echocardiograms and write the report Robotic Surgery Performed Remotely on Patient 1,500 Miles Away - Slashdot Ex-Uber CEO Kalanick Debuts Plan for 'Gainfully Employed Robots' German philosopher Jürgen Habermas dies at 96 CanIRun.ai — Can your machine run AI models? We tried White Castle from an airport vending machine. It was bleak. I tried BigArch. A big mess. Hosts: Leo Laporte, Jeff Jarvis, and Fr. Robert Ballecer, SJ Guest: Rumman Chowdhury Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: spaceship.com/twit outsystems.com/twit zscaler.com/security preview.modulate.ai

In this episode of The Negotiation, host Todd Embley welcomes Colin Jeavons, Founder and CEO of Nomix Group—a forward-thinking holding company reshaping digital commerce through AI, performance marketing, and creator-driven commerce.Colin is a veteran of the digital space with over 25 years of experience, from the early days of commercial search in the late 1990s to today's AI-powered shopping revolution. Under his leadership, Nomix Group has driven over $2.5 billion in verified product sales and built an ecosystem spanning five specialized divisions—Shopnomix, Appnomix, Fanomix, Pronomix, and Creatornomix—each tackling different aspects of how consumers discover, evaluate, and buy products online.Colin recently made waves by predicting that AI will drive a 30 percent surge in digital commerce spending across Western markets by 2027—a bold forecast reflecting fundamental shifts in consumer behavior. This conversation explores what's driving that transformation, how AI answer engines and agentic shopping are changing the game, and what Western brands should learn from China's leadership in social commerce, live-streaming, and creator-led shopping on platforms like Douyin, Xiaohongshu, and Taobao Live.From the "post-advertising" era to the rise of creator economies, Colin offers a comprehensive view of where digital commerce is headed and how brands can prepare for a future where content, community, and AI converge to create "Commerce, Everywhere."Discussion Points·      Colin's background in digital commerce from the 1990s to today's AI revolution·      What Nomix Group is and how its five divisions work together·      The "post-advertising" phase of digital commerce and what's driving it·      Colin's prediction: AI will drive 30% growth in digital shopping by 2027·      What AI-powered commerce actually looks like—answer engines, agentic shopping, conversational AI·      The explosion of creator-driven commerce and influencer marketing·      Lessons Western brands should learn from China's social commerce playbook (Douyin, Xiaohongshu, Taobao Live)·      Building "agentic marketplaces" where AI connects content directly to commerce·      The infrastructure behind "Commerce, Everywhere."·      How performance marketing is evolving in an AI-first, creator-driven world·      Democratizing AI commerce tools for small businesses and ensuring fair creator economics·      What's next for Nomix Group and digital commerce·      Key advice for brands preparing for the AI commerce shift

Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years. Each week, I share some of my analysis or speak with an expert guest to make light of a particular topic. To keep up with the Exponential transition, subscribe to this channel or to my newsletter: https://www.exponentialview.co ---- Apple may have stumbled into one of the most defensible positions in AI. This was not on my radar – just two months ago, I was describing a credibility crisis at the company; they appeared wrong-footed on the most important technology of our times and an acquisition was their only plausible way out.  In this episode I work through what I and many other commentators missed – and what road lies ahead for Apple. I cover: (01:16) Why I was wrong about Apple (02:40) What's behind the Mac Mini shortage (04:07) China goes OpenClaw crazy (06:28) Perplexity builds on a Mac Mini (07:12) The edge case for Apple (09:05) Apple Moat 1: hardware (11:31) Apple Moat 2: privacy (15:47) The K problem: when good enough beats genius (18:08) Privacy, sovereignty & the diary problem Read my old position on Apple at Substack: https://www.exponentialview.co/p/ev-515 For a practical guide  my OpenClaw stack, click here: https://www.youtube.com/watch?v=aCG3dFRF3ek ---- Where to find me: Exponential View newsletter: https://www.exponentialview.co/ Website: https://www.azeemazhar.com/ LinkedIn: https://www.linkedin.com/in/azeem/ Twitter/X: https://x.com/azeem Production by EPIIPLUS1.  Production and research: Baba Films, Chantal Smith, Marija Gavrilov. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week on Sinica, I speak with Daniela Stockmann and Ting Luo, co-authors of Governing Digital China, a new book that examines how an authoritarian state governs a digital ecosystem it doesn't fully own, can never fully control, and yet fundamentally depends on. Danie — a professor of digital governance at the Hertie School in Berlin and a returning Sinica guest, having joined us way back in 2014 to discuss her earlier book on media commercialization and authoritarian rule — and Ting, associate professor in government and artificial intelligence at the University of Birmingham, together offer a richly empirical account of the triangular relationship between the Chinese state, major platform companies, and ordinary internet users. Rather than treating firms as mere instruments of party control or citizens as passive subjects of surveillance, they develop a framework they call "popular corporatism," which captures how bargaining, incentives, and user preferences shape what is and isn't permissible in China's digital spaces — including the endlessly misunderstood social credit system.4:32 — The digital dilemma: how digital platforms simultaneously empower economic development and create political risk for the party-state — a tension that isn't unique to authoritarian regimes7:45 — Why the command-and-control model falls short: platforms require technical expertise and user engagement the state lacks, and firms like Tencent and Sina have real leverage as a result11:41 — Popular corporatism explained: why users — including the "silent majority" of lurkers — must be foregrounded in any account of China's digital governance, and how firms become state "consultants" and "insiders"21:09 — The survey: GPS-based nationally representative sampling, how to desensitize politically sensitive questions, and why this kind of research can no longer be conducted in China27:22 — Lurkers vs. discussants: the 90-9-1 rule and the counterintuitive finding that users who perceive more openness on platforms like WeChat and Weibo report higher political trust in the central government35:40 — Functional liberalization: why partial openness should be understood as governance strategy, not mere concession — and what the fandom-community doxing wars illustrate about that39:23 — The social credit system: what it actually is, what it is not, and why the Black Mirror version is a myth42:38 — Two subsystems, one misunderstood system: the financial/commercial credit infrastructure, the local-government behavioral programs, and how Sesame Credit and court blacklists actually fit together46:20 — The privacy paradox and political trust: why convenience routinely overrides stated privacy preferences — and why where Alipay is most embedded, residents trust the state most52:42 — Stability, exportability, and the Orwell-versus-Huxley question: what preconditions popular corporatism requires, which other developmental states it might apply to, and why China's digital governance is better understood as a coercion-cooption balancing actPaying It ForwardTing Luo recommends Ning Leng, assistant professor at Georgetown University and author of Politicizing Business: How Firms Are Made to Serve the Party State in China.Daniela Stockmann recommends Felix Garten, postdoctoral researcher at the Hertie School, whose work examines how Chinese tech companies behave when operating in regulatory environments outside China — including the EU, Malaysia, and Singapore.RecommendationsDaniela: The Legend of the Female General 《锦月如歌》, a Chinese historical drama available on YouTube with English subtitles, especially for anyone interested in internal martial arts and martial heroines in Chinese popular culture.Ting Luo：Bordeaux, France — specifically, just going there and drinking excellent wine.Kaiser: Two Substack newsletters for following China's relationship with the Middle East, especially as the American-Israeli war against Iran continues to unfold: Jonathan Fulton's China-MENA Newsletter and Jesse Marks's Coffee in the Desert See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

On today's show Andrew and Bill begin with the frenzy surrounding OpenClaw in China, including Beijing's response, security concerns, liability questions, an object lesson in the Chinese market, and why Tencent looks like a potential winner as regulatory issues are sorted in the months to come. From there: Reports that Beijing is unhappy with the limited preparation in advance of Trump's visit to China, news that pieces of the THAAD system have been relocated from South Korea to the Middle East, Trump's promised gift to China at the Strait of Hormuz, and fentanyl tension as March 31st looms. At the end: Reactions to the Two Sessions, why the “Iron Rooster” budgeting approach is consistent with the past few years of planning, missing PLA generals, and Sharp China Sports news as BYD mulls an entry to F1 and Lewis Hamilton tours China.

Лучший подкаст про технологии, игры, кино, сериалы, авто, интернет, ИИ и многое другое снова с вами. Новый выпуск Завтракаста расскажет вам про Macbook Neo, первые впечатления от Marathon и Resident Evil Requiem, а также слухи про Bioshock 4 и стоимость будущего Xbox. Подключайтесь, ваши любимые виртуальные друзья Дима, Тимур и Максим опять в полном составе!

BREAKING NEWS ON THE PODCAST - This week, we cover Trump considering forcing Tencent to divest from it's gaming businesses in the US, which would have take the industry to it's knees. Plus, we discuss Highguard shutting down, God of War studio's next game maybe leaked, and the releases coming in March 2026.  Timecodes What we're playing - 8:39 Project Helix - 22:35 Mario Day News - 32:46 Sony's Dynamic Pricing - 44:00 News Spotlight - 52:40   Follow us! www.dropindropoutpod.com Bluesky, YouTube, IG, Threads and TikTok @spotlightgamespod Twitch.tv/spotlightgamespod Join our discord! https://discord.gg/Vxvp2sX64Z Email the show: mail@spotlightgames.net RSS Feed: https://spotlightgames.libsyn.com/rss Spotlight Games Theme by Chike Okaro @bassicfun Thanks for listening!

Episode Summary: While the team is away at GDC in San Francisco, we're bringing you a deep-dive encore of one of our most provocative conversations. Greg and Colan sit down to dissect the mounting pressure from the U.S. government on Tencent to divest its massive stakes in Riot Games, Supercell, and Epic Games. We explore the reality of data privacy in the modern age, the "cultural war" of gaming IP, and whether the West is prepared to compete with the sheer output of Chinese development.In This Episode, We Discuss:The CFIUS Investigation: Why the U.S. government is increasingly wary of Tencent's influence over American gamer data.The "Privacy Myth": Colan breaks down the sobering reality of how our data is already bought, sold, and modeled in the ad-tech ecosystem.The Rise of Chinese IP: How games like Genshin Impact and Marvel Rivals are shifting the balance of global gaming power.Bungie's Marathon: Our initial impressions of the "grimy" extraction shooter and why Bungie is pivoting away from its "simplified" gameplay roots.Sony vs. Steam: Analyzing Sony's recent decision to slow down PC releases and the long-term threat of the Steam Deck and SteamOS.The Lego Takeover: A lighter look at the massive world of Lego-gaming crossovers and why your favorite IPs are being "blocked".Featured Links:Join the conversation on our Discord: playerdriven.ioFollow Colan's Newsletter: Patch Notes on Substack

O experimento de PlayStation de levar seus jogos ao PC chegou ao fim. Ao menos é isso que indica uma reportagem e especificamente quando o assunto são jogos para um jogador, o que já afetaria jogos recentes como Ghost of Yotei e Saros, que será lançado em breve. A semana também teve Microsoft confirmando detalhes (essencialmente já conhecidos) do seu próximo console e a revelação de seu codinome, Helix, e Highguard já teve o seu fim decretado.Participantes:Guilherme JacobsHeitor De PaolaAssuntos abordados:15:00 - Bluepoint teria tentado fazer um remake de Bloodborne, negado pela FromSoftware25:00 - Reportagem aponta que PlayStation não deve mais levar seus jogos para o PC44:00 - Highguard já terá seus servidores desligados50:00 - Governo dos EUA debate se investimentos da Tencent representam risco nacional para eles53:00 - Próximo console da Microsoft tem codinome Helix, rodará jogos de console e PC1:05:00 - Rápidas e curtasVai comprar jogos na Nuuvem? Use o link de afiliado do Overloadr!Use nosso link de filiado ao fazer compras na Amazon Hosted on Acast. See acast.com/privacy for more information.

Menlo Ventures' Venky Ganesan talks with TITV Host Akash Pasricha about Nvidia's Vera Rubin chip deal and investment into Thinking Machines Lab. We also talk with The Information's Aaron Holmes about Microsoft's new Office + Copilot bundle and its antitrust risks and Finance Editor Ken Brown about Amazon's $42 billion bond sale to fund AI infrastructure. Then we get into Tencent's WeChat AI agents with Juro Osawa and Jing Yang, and the vibe coding paradigm shift with South Park Commons GP Aditya Agarwal.Articles discussed on this episode: https://www.theinformation.com/articles/tencent-joins-chinas-ai-agent-race-top-secret-wechat-projecthttps://www.theinformation.com/articles/org-chart-microsoft-legal-staff-girding-cloud-bundling-suitshttps://www.theinformation.com/newsletters/applied-ai/microsoft-doubles-seat-based-pricing-aihttps://www.theinformation.com/briefings/amazon-raising-42-billion-bondsSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

Tencent is sliding back into the massive Paramount-Warner Bros merger with hundreds of millions in fresh funding, just months after they bailed over US national security concerns. We're breaking down how the Chinese giant could end up with a piece of Warner Bros, DC Comics, CNN, and the entire merged empire — while the Trump administration is literally debating whether to force Tencent to divest its stakes in Riot and Epic Games. This whole thing is wild. The Ellisons are building a media monster and Chinese money might still be part of it. Watch till the end because what this could mean for Hollywood going forward is actually insane.Watch the podcast episodes on YouTube and all major podcast hosts including Spotify.CLOWNFISH TV is an independent, opinionated news and commentary podcast that covers Entertainment and Tech from a consumer's point of view. We talk about Gaming, Comics, Anime, TV, Movies, Animation and more. Hosted by Kneon and Geeky Sparkles.Get more news, views and reviews on Clownfish TV News - https://more.clownfishtv.com/On YouTube - https://www.youtube.com/c/ClownfishTVOn Spotify - https://open.spotify.com/show/4Tu83D1NcCmh7K1zHIedvgOn Apple Podcasts - https://podcasts.apple.com/us/podcast/clownfish-tv-audio-edition/id1726838629

This week, Niki, Lotus, and John reconvene to rejoice over what seems like a masterpiece in the Pokémon oeuvre. But first, lots of big news, including:Nintendo sues the US government over tariffsYoshi gets a bobblehead night with the LA DodgersNetflix CEO thinks $16b will be cut at Warner Bros after Paramount purchaseJapan's labor laws obfuscate games industry turmoilUnity cutting access to asset store to "Greater China Region"The Sims 4 is getting a rev share UGC marketplaceUS government allegedly looking at forcing Tencent to divest from American investmentsSony reverses PC porting policyAsha Sharma tweets about Xbox's next consoleKalshi engages a minor in affiliate workThe joy of community in Pokémon PokopiaMaximum everything in TerrariaResident Evil Requiem features an all-time great voice performanceMarathon is pretty great, actually, despite all of Bungie's troublesFinally, we answer your burning HIVE QUESTIONS from our lovely Discord.

Trump launched a war with Iran because Israel wanted him to. Republicans won't even call it a war. Trump keeps calling it a war. An Iranian girls' elementary school was massacred during the opening U.S. strike. Oil prices are spiking. And for the first time in polling history, more Americans sympathize with Palestinians than Israelis. This is the dumbest war in US history.Meanwhile: The House Oversight Committee just subpoenaed Attorney General Pam Bondi over the disappearing Epstein files. Kristi Noem gets fired from Homeland Security for the most Trumpian reason imaginable. And the chaos continues.**THE IRAN WAR**The United States attacked Iran not because Iran posed a threat to America, but because Israel wanted us to. Secretary of State Marco Rubio essentially admitted this, framing the strikes as necessary to prevent Israel from attacking Iran alone claiming the U.S. would be hit in retaliation. We launched military strikes on a sovereign nation because we agree with Israel's shortsighted and brutal logic. Republicans are performing gymnastics to avoid calling this a "war" — except Trump, who keeps saying it out loud, forcing GOP leadership to walk it back.The consequences: An Iranian elementary school was hit in what medics call a "double-tap strike" — first strike hits the building, second strike targets first responders. Young girls were killed. Oil prices are spiking, and public opinion has shifted: for the first time ever, more Americans sympathize with Palestinians than Israelis.**EPSTEIN FILES SUBPOENA**House Oversight, led by Nancy Mace, subpoenaed Attorney General Pam Bondi demanding answers about disappearing Epstein files. FBI interviews with Trump accusers? Scrubbed. Bill Clinton and Hillary's closed-door testimonies? Suddenly made public. The DOJ is unraveling at break neck speed to cover for Donald Trump. Will Bondi comply or defy Congress?**KRISTI NOEM GETTING FIRED**Kristi Noem was fired as Homeland Security Secretary — not for incompetence, but because Trump perceived disloyalty. She shot her dog to prove toughness. She debased herself publicly. Still not loyal enough. With Trump, it's always about ego.**ALSO THIS WEEK:**Texas primaries showed a new voter suppression tactic — polling place closures in Democratic areas, weaponized ID requirements, hours-long lines.A Montana GOP senator broke a Marine veteran's hand while he was protesting during a Senate hearing.DOJ shelved the Biden autopen probe when politically convenient because they completely lacked any evidence, same as it ever was.Trump admin debating letting Tencent keep gaming stakes — the same "national security" argument used for TikTok. A truly terrible precedent if allowed to stand.Steve Daines manipulated filing deadlines in Montana to make it harder for Democratic challengers.From the dumbest war in US history to Epstein cover-ups to cabinet chaos to voter suppression — the dysfunction is accelerating.We break it all down.#Iran #Trump #KristinoemLook Forward is a weekly progressive political podcast covering U.S. politics, government policy, Democratic strategy, elections, voting rights, Supreme Court rulings, and political news. Featuring progressive commentary, political analysis, and unapologetic opinions on the fight for democracy. Hosted by Jay and Brad. A TNP Studios production. New episodes weekly on Spotify, Apple Podcasts, YouTube, and all major platforms. For more TNP Studios content, check out The Nerdpocalypse (movie & TV news), Black on Black Cinema (Black film reviews), and Dense Pixels (video game news).

Go to ⁠Factormeals.com/kindafunny50off⁠ and use code kindafunny50offto get 50% off your first box, plus Free Breakfast for 1 Year. Schreier's report is in: PlayStation is abandoning PC, Ubisoft finally confirms Assassin's Creed: Black Flag Resynced, and Crimson Desert's review drama is giving shades of Cyberpunk 2077. Thank you for the support! Run of Show - - Start - Sony Pulls Back From PlayStation Games on PC - Ad - Ubisoft Finally Confirms Assassin's Creed: Black Flag Resynced - Crimson Desert Marketing Director Responds To Review Drama: ‘We're Not Hiding Anything' - Bungie details Marathon's post-launch seasons, which will be free and ‘evolve gameplay' - Trump administration debates allowing Tencent to keep its gaming stakes - Wee News! - SuperChats & You‘re Wrong Learn more about your ad choices. Visit megaphone.fm/adchoices

BREAKING NEWS ON THE PODCAST - This week, we cover Trump considering forcing Tencent to divest from it's gaming businesses in the US, which would have take the industry to it's knees. Plus, we discuss Highguard shutting down, God of War studio's next game maybe leaked, and the releases coming in March 2026.  Timecodes What we're playing - 7:20 Highguard closing - 17:20 Trump and Tencent - 29:39 God of War leak - 38:30 March releases - 49:11 News Spotlight - 59:46   Follow us! www.dropindropoutpod.com Bluesky, YouTube, IG, Threads and TikTok @spotlightgamespod Twitch.tv/spotlightgamespod Join our discord! https://discord.gg/Vxvp2sX64Z Email the show: mail@spotlightgames.net RSS Feed: https://spotlightgames.libsyn.com/rss Spotlight Games Theme by Chike Okaro @bassicfun Thanks for listening!

Starting with Wildlight's HighGuard, which drew heavy criticism for inconsistent art direction, weak gameplay choices, lack of public playtesting, poor performance, and rapidly shrinking player counts, leading to major layoffs and a much smaller remaining team. We argue modern live-service shooters face intense competition and need earlier public feedback, noting broader post-COVID overfunding has produced many failed projects and layoffs, alongside debate over what “indie” means amid publisher funding like Tencent. They compare Eastern and Western development strengths, then review Bungie's Marathon playtest (strong gunfeel, UI/readability issues, clearer art direction improvements) and its competition with Arc Raiders. We close on Xbox leadership changes, the viability of consoles vs software-first strategies, exclusives, and industry uncertainty.Connect with us:•

Xbox is dead, and its guts have been spilled everywhere. The question now is why, how, and what comes next? We break down the massive Xbox leadership shakeup, what it reveals about Microsoft's real strategy, sharp critiques of the new CEO, and exactly what the brand must do to survive. Fresh off a hockey loss and curling cheating allegations, Adam returns to the podcast with a lot to answer for.We unpack PlayStation's shutdown of Bluepoint Games and the broader consequences of its live service overreach. Sweden is apparently now going to run Asian MMOs, Tencent shuts down Teamy, Nexon promotes Sutherland, Gossip Harbor dethrones King, and no one can solve why this studio didn't sell out.We tackle the Overwatch Rush debate, dive deep into Matthew Ball's State of the Gaming, and close with one of the most unexpectedly uplifting self-care talks the game industry has heard plus a fiery argument over what the metaverse actually means. Be sure to listen closely for our upcoming GDC plans and live show announcements!CHAPTERS:00:00 Welcome and Agenda01:43 Adam Returns and Olympics Banter03:17 Puppy Update and AI Obsession04:57 GDC Plans and Live Show08:13 Corrections10:19 Xbox Leadership Shakeup12:45 Crest Rips the New CEO21:48 What Xbox Should Do Next27:44 Phil on Microsoft Motives31:48 Jen on Leadership Brand Competition38:38 PlayStation Shuts Bluepoint42:41 Live Service Overreach43:04 Tencent Shuts Teamy45:59 Nexon Promotes Sutherland50:03 Gossip Harbor Beats King52:04 Overwatch Rush Debate01:01:07 Matthew Ball Report01:14:35 Metaverse Definition Fight01:18:35 Wrap Up And Farewell

Your favorite Blerds are back with all of their thoughts on everything happening in nerd culture. This week, Shannon, Jaja and James dive into a variety of topics including gaming updates, anime recommendations, concert experiences, and significant changes in the gaming industry. They discuss the recent leadership changes at Xbox, the influence of Tencent in gaming, and the implications of Sony's studio closures. The conversation also touches on Nintendo's pricing strategies for classic games, the return of Demon Slayer to theaters, and the excitement surrounding upcoming anime and movie releases. The hosts share their thoughts on the future of gaming, the impact of AI, and the importance of supporting indie games. Make sure to subscribe to us on Youtube, Apple Podcasts, Spotify or your podcast app of choice! Follow Us!  https://linktr.ee/blerdsnerds   National Resources List https://linktr.ee/NationalResourcesList   Youtube  https://www.youtube.com/channel/UCK56I-TNUnhKhcWLZxoUTaw   Email us: Blerdsnerds@gmail.com   Follow Our Social: https://www.instagram.com/blerdsnerds/ https://twitter.com/BlerdsNerds https://www.facebook.com/blerdsnerds https://tiktok.com/blerdsnerds_pod   Shannon: https://www.instagram.com/luv_shenanigans James: https://www.instagram.com/llsuavej  Jaja: https://www.instagram.com/jajasmith3  

We were already recording this episode when unexpected news broke: Sony is shuttering Texas-based first-party remake and port specialist studio Bluepoint. Equally shocking -- when taking into context the many first and second party failures, flubs, and misalignments in recent years -- is PlayStation Studios lead Hermen Hulst still somehow having a job. Bluepoint has an exceptional pedigree alongside untapped potential, but that's been squandered by the same machinery that allowed them to make a multiplayer game in the first place. Who is responsible for all of this first party buffonery? What's with this obsession with established teams all chasing the same exact thing? And how lucky is Sony that the going is so good for PlayStation 5 that none of this really seems to matter? Here's hoping the bloodletting begins and ends here, but we're skeptical. Other news this week includes rumors of PlayStation 6's delayed timeline, when we might expect to see Santa Monica Studios' unannounced title, McFarlane Toys picking up the Sony toy license, and more. Then, we wrap things up with listener inquiries. On the back of Silent Hill: Townfall's PS5 console exclusivity, why does Sony bother chasing these deals these days? Does Fairgame$ have an icecube's chance in hell of succeeding? Will God of War's remake be one compilation or three separate games? Is Dustin ready for his fatherly snot-sucking duties? Sign up for your $1 per month trial period at ⁠https://www.shopify.com/sacred⁠ Please keep in mind that our timestamps are approximate, and will often be slightly off due to dynamic ad placement. 0:00:00 - Intro0:29:05 - Sacred Symbol ruining lives0:32:14 - Snot sucker0:37:01 - Chris Chan sighting0:43:49 - Baby's first console0:58:13 - RIP Shuntaro Iida1:00:54 - RIP Hideki Sato1:08:46 - Bluepoint shutdown1:44:05 - Will Sony delay PlayStation 6 due to RAM shortages?2:04:44 - Shawn Layden says PS6 won't be able to be all digital2:18:30 - Santa Monica's next game2:30:45 - New Helldivers and God of War toys2:37:35 - Tencent funded Highguard2:53:39 - Todd Howard on Starfield's return2:55:23 - Konami removes MGS4 and Peace Walker HD from PS32:58:02 - What We're Playing (God of War: Sons of Sparta, Dragon Quest VII: Reimagined)3:25:33 - Silent Hill Townfall's exclusivity to PS53:31:08 - God of War Remake release format3:34:18 - The state of Fairgames3:39:45 - Where to start with Castlevania3:41:34 - Are we tastemakers?3:47:46 - Where are the demos? Learn more about your ad choices. Visit podcastchoices.com/adchoices

►Patreon: http://www.patreon.com/McFixer  Discover the latest insights on studio closures like Bluepoint and Ben Studio, industry struggles with profits and investments, upcoming game updates, delays, and the passionate hopes for remakes like Splinter Cell. We also delve into recent game releases, industry trends, and the role of remakes in today's gaming landscape. In this episode: The shutdown of Bluepoint Games and what it means for remakes and studio talent. The implications of Sony's layoffs and studio closures amidst financial pressures. Insights into upcoming game updates, delays, and what they suggest about industry direction. The debate over remakes versus new IP and the future of classic franchises like Splinter Cell Industry reflections on the gaming industry's focus on guaranteed hits and the decline of innovation. Nostalgia and the evolution of gaming experiences over the past decade Community questions: Would you prefer a Splinter Cell remake or a fresh installment? How big publishers and investors influence game development and studio sustainability. The role of industry giants like Tencent and their backing of studios. Latest game releases on Game Pass, delays, and DLC rumors ►Please Subscribe www.youtube.com/@UCtBPt1KMIIHpHuqrCLwZJLg   ► BRAND NEW MXAM DISCORD - https://discord.gg/aQDSbAy8QH   ► Twitter: @MCFixer @Kreshnikplays @MattPVideo @PaulDespawn  ► Twitch: https://www.twitch.tv/McFixer   ► Twitch: https://www.twitch.tv/Kreshnik  ► Twitch: https://www.twitch.tv/PaulDespawn  Timecodes: 00:00 Intro 02:27 Playstation Shut Down Blue Point Games 23:41 Whats been in our box? {Resident Evil Outbreak, Rayman 30th Anniversary) 44:32 Todd Howard talks about Starfield getting updates  50:07 Highgaurd backed from Tencent  59:25 Replaced Delayed to April 14th 01:03:19 Gamepass games coming out 01:05:57 guess that game  01:14:17 Fixers Sack

So, have you hit the ads in ChatGPT yet, cause they're there. Spotify comes out of nowhere with killer good earnings. The coming tidal wave of Chinese AI launches. The coming deluge of social media trials. And does AI usage reduce the amount of work you do, or actually compound it? OpenAI begins testing ads in ChatGPT (Mashable) Spotify Shares Surge After Adding Record Number of New Users (Bloomberg) Alibaba, Tencent, and ByteDance Offer AI Red Packets to Lure Users (Bloomberg) New Mexico lawsuit accuses Meta of failing to protect children from sexual exploitation online (AP) AI Doesn't Reduce Work, It Intensifies It (HBR) Learn more about your ad choices. Visit megaphone.fm/adchoices