Podcasts about Xi

Dr. Darrin Porcher, Retired NYPD Lieutenant, Criminal Justice Professor at Pace University and a former Army OfficerTopic: Latest on the Times Square stabbing Robert Greenway, Senior VP of American Global Strategies, Former Deputy Assistant to the President and Senior Director for the Middle East and North Africa in the Trump administration, and principal architect of the Abraham AccordsTopic: U.S. military strikes Iran Helen Timari, co-founder of the Foundation for DignityTopic: Staten Island Spotlight Stephen Moore, "Joe Piscopo Show" Resident Scholar of Economics, Chairman of FreedomWorks Task Force on Economic Revival, former Trump economic adviser and the author of "The Trump Economic Miracle: And the Plan to Unleash Prosperity Again"Topic: Is the USA going bankrupt? Gordon Chang, Asia expert, columnist and author of "China is Going to War"Topic: Putin, Xi, and Trump possibly holding a trilateral talk in November Sheriff Shaun Golden, Monmouth County SheriffTopic: 25 years after 9/11; Flock cameras Arthur Lih, Inventor & CEO of LifeVac and the author of "Sorry, Can't is a Lie"Topic: Motorcycle trip Dr. Jeff Gardere, America's psychologist and Associate Professor at Touro College of Osteopathic MedicineTopic: Times Square stabbing and the role mental health playedSee omnystudio.com/listener for privacy information.

Xi is visiting Egypt for the first time in a decade. Why does Cairo matter to Beijing and what does the visit tell us about Egypt’s ability to balance its relationships with China, the US and its regional partners?See omnystudio.com/listener for privacy information.

Did Southampton do enough in the summer transfer window—and is this squad genuinely capable of finishing in the Championship's top two?

Artificial intelligence is emerging as both a powerful source of competition between the United States and China and an area where the two countries may have a shared interest in reducing risk. Washington and Beijing have sharply different views about technology, national security, and governance, yet they also face some of the same potential dangers from increasingly capable AI systems—from cyberattacks and biological threats to unintended escalation and the loss of human control over critical decisions. With U.S.-China talks on AI expected to take place ahead of the Trump-Xi summit later this month, a pressing question is whether the two countries can carve out practical areas of cooperation even as they compete intensely over the technology itself. What could realistically be achieved in those talks, where do American and Chinese concerns about AI risks converge or diverge, and can the two sides keep discussions about risk reduction separate from the broader struggle over technology and export controls? To unpack those objectives and what a credible outcome might look like, we are joined by Mark MacCarthy. Mark is a non-resident senior fellow at the Brookings Institution in the Governance Studies program's Center for Technology Innovation and an adjunct professor at Georgetown University, where he teaches on the governance of emerging technology, AI ethics, and privacy. He is the author of Regulating Digital Industries: How Public Oversight Can Encourage Competition, Protect Privacy, and Ensure Free Speech. He also recently co-authored an article on how the US and China can cooperate to reduce urgent AI risks, which you can find on the Brookings website. Timestamps: [00:00] Introduction [02:17] The Need for US-China AI Cooperation and Risks [04:32] Converging on AI Risk Reduction [07:18] Setting Guardrails Amidst Competition [10:14] World Artificial Intelligence Cooperation [13:33] Trump-Xi Talks: A Technical Exchange [18:31] Who Needs To Be At the Table [21:25] Low Hanging Fruit for Cooperation [24:39] Assessing Bill Gates' Recommendations [28:30] Different Approaches to Technology and Governance

Tactisch overwicht verschuift naar Rusland | De vijand is onder ons | Trump saboteert G20 Rusland escaleert zijn oorlog tegen Oekraïne met snelle jetdrones en systematische aanvallen op spoorwegen en energie-infrastructuur, terwijl de verliezen aan het front krankzinnig hoog blijven. Arend Jan Boekestijn en Rob de Wijk schetsen hoe deze technologische sprong het tactische evenwicht richting Moskou doet verschuiven en een algemene mobilisatie in Rusland dichterbij brengt, ondanks Poetins ontkenningen in Bisjkek. De burgerdoelen in Kiev en Odessa en de druk op de Oekraïense economie tekenen een conflict dat verder verhardt. In Duitsland stapelen sabotage, explosies en toegeschreven Russische drone-aanvallen zich op, wat de kwetsbaarheid van de NAVO en Europese Unie voor hybride oorlogvoering blootlegt. De Wijk betoogt dat de ‘vijand onder ons’ staat voor geronselde jongeren, pro-Russische Oekraïners en criminele netwerken, en dat inlichtingenwerk effectiever is dan symbolische sluitingen van consulaten. Tegelijk schuift de AfD als mogelijke grootste partij in Saksen-Anhalt op richting nationaal veiligheidsrisico. In de Golf-regio verstrikt de Amerikaanse Iran-oorlog zich in "escalatory entrapment", met aanvallen op Iraanse radars en maritieme capaciteiten en een olieprijs die boven de 97 dollar per vat stijgt. Trump ziet zijn steuncijfers dalen terwijl China in de G20 en de Shanghai Cooperation Organization handig gebruikmaakt van Amerikaanse fouten om een alternatief machtsblok te bouwen. Een mogelijk driegesprek tussen Trump, Poetin en Xi bij APEC laat zien hoe de nieuwe wereldorde zich in hoog tempo herschikt. [Samenvatting geschreven door AI en gecontroleerd door mens] Over de Podcast Arend Jan Boekestijn en Rob de Wijk gaan onder leiding van Hugo Reitsma op zoek naar de nieuwe wereldorde. Wat betekenen oorlog, machtspolitiek en economische verschuivingen voor Europa en Nederland? In elke aflevering duiken zij in de geopolitieke actualiteit. Genomineerd voor de Zilveren Reissmicrofoon 2026, winnaar van de Dutch Podcast Awards 2022 in de categorie Nieuws & Politiek. Word lid van B&W Plus op boekestijnendewijk.nl voor de zaterdag-podcast, reclamevrij luisteren, en vele extra's! Reageren? Op X: @ajboekestijn en @robdewijk Bluesky: @hugoreitsma.bsky.social Mail: boekestijnendewijk@bnr.nl Over de makers: Arend Jan Boekestijn is een Nederlands historicus en voormalig politicus. Hij studeerde geschiedenis en politieke wetenschappen aan de Vrije Universiteit in Amsterdam. Boekestijn is voormalig Tweede Kamerlid (tot 2009). Sinds 1989 is hij verbonden aan de vakgroep geschiedenis van de Universiteit Utrecht en sinds 2016 lid van commissie Vrede en Veiligheid van AIV. Rob de Wijk studeerde eigentijdse geschiedenis en internationale betrekkingen, promoveerde op kernwapenstrategieën, werd hoogleraar in Leiden en richtte in 2007 het Den Haag Centrum voor Strategische Studies op. Hugo Reitsma studeerde rechten en politicologie. Hij werkte eerder als politiek verslaggever en vanuit verschillende conflictgebieden. Hij is auteur van het boek ‘Boekestijn en De Wijk voorspellen de toekomst’ (november 2023).See omnystudio.com/listener for privacy information.

Alice Han and James Kynge start with the global AI race after an OpenAI system reportedly broke free and hacked into Hugging Face — a mess that pushed Hugging Face toward Chinese firm Z.ai's open-source model, and gave Z.ai an opening to argue China's open-weight approach is the safer one. They dig into a suspected Chinese bot farm quietly fueling U.S. opposition to AI data centers, Bill Gates's push for a sit-down with Xi on AI risk, and striking new polling on just how differently Chinese and American publics feel about trusting AI. Then: as U.S.-Canada trade talks collapse into a new round of tariffs, Alice and James ask who really benefits — and make the case that every dollar the U.S. and Canada spend fighting each other over autos is a dollar of market share flowing to Chinese manufacturers. Plus, how China is quietly benefiting from continuing to buy the vast majority of Iran's oil exports even as Washington threatens new sanctions. Finally: a devastating glacier collapse on the Nepal-Tibet border has triggered catastrophic flooding, with the death toll climbing past 600 and thousands still missing across both countries. Alice and James look at China's response so far — and the new hazard that's already emerged downstream. Subscribe to China Decode on Substack for weekly analysis, livestreams, and deep dives into the biggest story shaping the global economy: chinadecode.profgmedia.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he dives into today's top stories shaping America and the world. In this episode of The Wright Report, Bryan breaks down President Trump calling voters who oppose AI data centers "backwards and poor," a comment landing as Republican candidates nationwide run ads against his own administration's AI buildout. Bryan covers a House Intelligence Committee warning that America's blind spot on runaway AI mirrors the failures that led to 9/11, a growing rift among Democratic Socialists over how openly to embrace communism, and a new California bill recognizing two Islamic holidays in public schools with no equivalent treatment for Christian holy days. He also breaks down revelations that Pentagon-linked influencers spread undisclosed government messaging online. Plus, Bryan covers a new Pentagon strategy of "mowing the grass" to repeatedly degrade Iran's rebuilt coastal defenses, intelligence that the IRGC plotted to kill Netanyahu's son in Miami, a fresh purge of Chinese military generals raising questions about Xi's grip on power, and a promising new CAR-T cell therapy trial for glioblastoma brain cancer. "And you shall know the truth, and the truth shall make you free." - John 8:32   Keywords: Wright Report, Bryan Dean Wright, AI data centers, Trump, GOP midterms, House Intelligence Committee, 9/11, DSA, Democratic Socialists, California, Islamic holidays, Pentagon influencers, Iran, mowing the grass, IRGC, Netanyahu, Miami, China, Xi Jinping, military purge, glioblastoma, CAR-T therapy

This hour we learn about the plight of a seriously ill Chinese pastor who needs to be sent home. The President is set to meet with President Xi this month and the issue needs to be addressed. Bob Fu, of China Aid, will explain what we can do to help. Then Mark Joseph, producer of multiple films will share how Big Tech is becoming the gatekeeper of free speech. Join us for great conversation.Become a Parshall Partner: http://moodyradio.org/donateto/inthemarket/partnersSee omnystudio.com/listener for privacy information.

Nashville rolled out the healthiest starting XI they've had all year and the result was a 4-0 victory over Cincinnati. The offense finally feels fully formed while the defense delivered the wildest clean sheet of the season. Plus, who is Owen Presthus and how does a "tifo" come to be? What's the latest with Flo Balogun and Messi? Ben Wright and Braden Gall are joined by Steve Cavendish of the NashvilleBanner.com to talk Nashville SC and USA soccer.

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

#cuttheclutter Two summits, SCO in Bishkek & G20 in North Carolina offer a glimpse into the global power play which is underway amid two conflicts. Through SCO and his Egypt visit, Xi is positioning China, ahead of his meeting with Trump later this month. On the other hand, US has irked its allies and partners by bringing Russia (its foreign minister) back to a meeting of G20 nations. #CutTheClutter Episode 1892 draws highlights from these two significant meetings, and what it says about geopolitics. ThePrint Editor-In-Chief Shekhar Gupta also explains PM Modi's message to Russia during his meeting with Putin on the sidelines of SCO summit.     --------------------------------------------------------------------------------------------- #asusexpertbook  @ASUSIndia.official  Checkout the ASUS Expertbook series: https://www.flipkart.com/asus-expertbook-core-ultra-stor

China has roughly 700 NEV models on sale—but only 56 sell more than 5,000 units a month. That's how brutal the world's most competitive EV market has become.In Episode #260 of China EVs & More, Tu and Lei break down China's accelerating EV shakeout as regulators scrutinize quality, BYD reports weaker results, Li Auto struggles to regain momentum and XPeng pushes deeper into AI, autonomous driving and robotics.We also discuss:

Recorded live at the HoT Podcast Festival in Henley

MeidasTouch host Ben Meiselas reports on Donald Trump's emerging global strategy and examines whether the stunning silence from Russia and China over Trump's Venezuela moves reveals a much larger "spheres of influence" plan involving Trump, Putin, and Xi. Meiselas connects the dots between Venezuela, the reported CIA meeting with Putin, and the new multipolar world order taking shape which will irreparably weaken the United States. Remember to subscribe to ALL the MeidasTouch Network Podcasts: MeidasTouch: https://www.meidastouch.com/tag/meidastouch-podcast Legal AF: https://www.meidastouch.com/tag/legal-af MissTrial: https://meidasnews.com/tag/miss-trial The PoliticsGirl Podcast: https://www.meidastouch.com/tag/the-politicsgirl-podcast Cult Conversations: The Influence Continuum with Dr. Steve Hassan: https://www.meidastouch.com/tag/the-influence-continuum-with-dr-steven-hassan The Weekend Show: https://www.meidastouch.com/tag/the-weekend-show The Ken Harbaugh Show: https://meidasnews.com/tag/the-ken-harbaugh-show Majority 54: https://www.meidastouch.com/tag/majority-54 On Democracy with FP Wellman: https://www.meidastouch.com/tag/on-democracy-with-fpwellman Uncovered: https://www.meidastouch.com/tag/maga-uncovered Learn more about your ad choices. Visit megaphone.fm/adchoices

A.M. Edition for Aug. 31. The U.S. strikes Iranian targets near the Strait of Hormuz, sending oil prices higher on concerns of a flareup in fighting. Plus, as the leaders of Russia and China converge against the West on supporting Iran, WSJ's Thomas Grove explains how their fortunes are diverging, with Beijing holding Russia's economy hostage. And a look at how President Trump's China tariffs have propelled Vietnam's economy, as manufacturers shift production. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On this episode, Harry discusses the imminent sales of Gabriel Martinelli, Gabriel Jesus and Fabio Vieira, whether these deals would indicate Arsenal have become better sellers etc. Plus, we'll look ahead to Aston Villa (a), Harry shares his starting XI and prediction for Monday night's game. To sign up as a Patreon, get additional episodes, ad-free episodes and become a part of our discord server, click the link below: https://patreon.com/thechroniclesofagooner?utm_medium=unknown&utm_source=join_link&utm_campaign=creatorshare_creator&utm_content=copyLink Enter the discount code 'SUMMER' for 50% off your first month! Listen to 'The Rise of Pafos FC' on Apple podcasts or Spotify: https://podcasts.apple.com/us/podcast/the-rise-of-pafos-fc-with-harry-symeou/id1334407316?i=1000746012823 #arsenal #premierleague #news

Phil Egan is back with Monday's Football Daily, as Manchester United get off the mark in the Premier League with a 5-2 win over Ipswich — Bruno Fernandes on hat-trick duty, and plenty of focus on Marcus Rashford's return to the starting XI for the first time since 2024.There's reaction from Elland Road as Leeds draw 1-1 with Brentford, with Keith Andrews on his side's defensive test and Nathan Collins' progress, plus Brian Kerr on why Brentford look so well-drilled.We've also got the latest transfer deadline updates, Chelsea's debut for Emi Martinez, Arsenal v Villa build-up, and Shamrock Rovers' dramatic comeback draw with Derry City.Become a member and sign up at offtheball.com/join

U2 – “New Year’s Day (Kevorkian Remix)”, 1983. Grauzone – “Raum (Naum Gabo Rework)”, 2019. The Cure – “Just Like Heaven (Electro Remix)”, 2020. Kompromat – “Auf immer und ewig”, 2019. Trellick – “Impostor Syndrome”, 2022. Donzii – “Pattern 26”, 2022. Mentallo & the Fixer – “Narcotik Calling”, 1992. Infam – “In Your Heart”, 1997. Apoptygma Berzerk – “A Battle For the Crown (Drugwar Remix)”, 2020. Globemaster – “Rip This Joint”, 2023. Thomaas Banks – “Vital Claret”, 2019. Portion Control – “Seek”, 2020. Normal Bias – “Kingdom Come”, 2022. I.X.XI – “Soul Sick Cancer”, 2019. Website link: https://skullandcrossfades.com/i-opened-up-my-eyes-and-found-myself-alone

Unterwegs in Sachsen-Anhalt: Was bewegt die Menschen in Zeitz vor den Landtagswahlen?, Strukturwandel in Zeitz: Auf der Suche nach einem neuen Weg für den ehemaligen Industriestandort, Das Thema Migration bestimmt in Sachsen-Anhalt die Landtagswahlen, Nach Drohnenvorfall am Flughafen: Deutschland plant offenbar schärfere Russland-Sanktionen, Xi und Putin betonen auf Gipfeltreffen in Kirgistan ihre enge Zusammenarbeit, Weitere Nachrichten im Überblick, Deutscher Wetterdienst bilanziert einen Sommer von "historischer Hitze", Das Wetter Hinweis: Die Sendung wurde nachträglich bearbeitet

Chinese President Xi Jinping says China stands ready to work with Kyrgyzstan to better align development strategies and deepen exchanges of experience in governance. President Xi is in Bishkek to attend the Shanghai Cooperation Organization Summit and pay a state visit to Kyrgyzstan.

Chinese President Xi Jinping is in Kyrgyzstan for the Shanghai Cooperation Organization Summit and a state visit. In a written speech, President Xi said China-Kyrgyzstan cooperation is entering a “golden period” of rapid development.

MeidasTouch host Ben Meiselas reports on world leaders declaring checkmate on Donald Trump and outmaneuvering him on the world stage as new global alliances take shape and the United States grows increasingly isolated and weaker under Trump. Meiselas highlights the upcoming Shanghai Cooperation Organization meeting, President Xi's meetings with Egyptian President Abdel Fattah el-Sisi and Indian Prime Minister Narendra Modi, and Canadian Prime Minister Mark Carney strengthening ties with the European Union. Meiselas then speaks with former U.S. Ambassador to the United Nations and former National Security Advisor Susan Rice for a powerful discussion about the current geopolitical situation and America's standing in the world. Remember to subscribe to ALL the MeidasTouch Network Podcasts: MeidasTouch: https://www.meidastouch.com/tag/meidastouch-podcast Legal AF: https://www.meidastouch.com/tag/legal-af MissTrial: https://meidasnews.com/tag/miss-trial The PoliticsGirl Podcast: https://www.meidastouch.com/tag/the-politicsgirl-podcast Cult Conversations: The Influence Continuum with Dr. Steve Hassan: https://www.meidastouch.com/tag/the-influence-continuum-with-dr-steven-hassan The Weekend Show: https://www.meidastouch.com/tag/the-weekend-show The Ken Harbaugh Show: https://meidasnews.com/tag/the-ken-harbaugh-show Majority 54: https://www.meidastouch.com/tag/majority-54 On Democracy with FP Wellman: https://www.meidastouch.com/tag/on-democracy-with-fpwellman Uncovered: https://www.meidastouch.com/tag/maga-uncovered Learn more about your ad choices. Visit megaphone.fm/adchoices

Tensions grow between the US and China just weeks ahead of President Xi's visit to the White House. Will this throw a wrench into the upcoming summit? The former director for China and Taiwan affairs joins the show to discuss.  Also on today's show: Sathnam Sanghera, author of a new George Michael biography, "Tonight the Music Seems So Loud"  Learn more about your ad choices. Visit podcastchoices.com/adchoices

A new era is officially beginning for Inter Miami.Cristian “Kily” González is the new head coach of the Herons, taking over a team desperately searching for answers after a brutal run of results.On this episode of Battered Herons, we break down the decision to hire Kily González, what we know about his coaching philosophy, the type of soccer he wants his teams to play, and—most importantly—whether he is the right manager to get this Inter Miami roster back on track.What changes could we see immediately? How could his arrival affect the starting XI? Can he fix Miami's defensive problems, bring balance back to the midfield and get this attack producing again?And Kily doesn't have much time to settle in.We'll also preview Saturday's matchup against CF Montréal, discuss the lineup we'd like to see, the biggest tactical questions surrounding Miami and what we're looking for in the first match of this new chapter.After everything that has gone wrong recently, can a new coach finally change the direction of Inter Miami's season?#InterMiami #InterMiamiCF #KilyGonzalez #CristianGonzalez #NewCoach #CFMontreal #InterMiamiVsMontreal #MLS #MajorLeagueSoccer #InterMiamiFans #MiamiSoccer #Herons #VamosMiami #MatchPreview #InterMiamiNews #Soccer #Football

How will Tottenham line up against Newcastle, and what does the data say about Spurs' chances? Jim and professional analyst Enya pick their predicted XI: the Udogie vs Robertson call, Van Hecke at centre back, Tonali and Bentancur as the pivots, and Solanke vs Marmoush up front. Enya's match report breaks down the xG prediction, why Newcastle's counter-attacks and aerial duels are a tough matchup, where Tottenham can hurt them through the buildup funnel, and the Elanga problem. Plus Sandro Tonali facing his former club and both score predictions before Enya heads to the match. #KeepItLilyWhite #OhSo33 Learn more about your ad choices. Visit podcastchoices.com/adchoices

As the USA and Canada head towards a prolonged economic confrontation, we look at Trump's escalating tariffs on Canada, Mark Carney's decision to hit back, and what a trade war between two of the world's most integrated economies could mean for American consumers, businesses and their wider alliance.Then there's China. Trump is trying to squeeze Beijing while keeping the broader US-China relationship from spiralling — but China is also Iran's biggest trading partner and a major buyer of Iranian oil. That puts Trump's new economic pressure on Tehran on a collision course with his attempts to manage relations with Xi.Later, we discuss another Trump war. This time his war on mail-in ballots.The News Agents USA is a Global production.

Im neuen SPIEGEL-Podcast »MAD KINGS: Machtprobe für Deutschland« entschlüsseln wir jede Woche aktuelle Machtkämpfe. Trump, Putin und Xi zeigen, wie Machtpolitik heute funktioniert – mit Drohungen, Willkür und Gewalt. Zeitgleich sagt die AfD dem politischen System im Land den Kampf an.Britta Sandberg, langjährige Auslandskorrespondentin, und Christoph Hickmann, SPIEGEL-Politikchef, fragen: Wie viel Einfluss haben die neuen Mächtigen? Und welche Antworten findet die deutsche Politik, wenn sich die Welt neu ordnet? MAD KINGS, jeden Donnerstag. Überall, wo es Podcasts gibt. +++ Alle Infos zu unseren Werbepartnern finden Sie hier. Die SPIEGEL-Gruppe ist nicht für den Inhalt dieser Seite verantwortlich. +++ Mehr Hintergründe zum Thema erhalten Sie mit SPIEGEL+. Entdecken Sie die digitale Welt des SPIEGEL, unter spiegel.de/abonnieren finden Sie das passende Angebot. Alle SPIEGEL Podcasts finden Sie hier. Den SPIEGEL-WhatsApp-Kanal finden Sie hier. Hier geht es zu unserem SPIEGEL Shop. Alle Newsletter vom SPIEGEL finden Sie hier. Hier geht es zur SPIEGEL Akademie. Sie möchten den SPIEGEL mitgestalten? Registrieren Sie sich bei SPIEGEL Perspektiven. Informationen zu unserer Datenschutzerklärung.

Im neuen SPIEGEL-Podcast »MAD KINGS: Machtprobe für Deutschland« entschlüsseln wir jede Woche aktuelle Machtkämpfe. Trump, Putin und Xi zeigen, wie Machtpolitik heute funktioniert – mit Drohungen, Willkür und Gewalt. Zeitgleich sagt die AfD dem politischen System im Land den Kampf an.Britta Sandberg, langjährige Auslandskorrespondentin, und Christoph Hickmann, SPIEGEL-Politikchef, fragen: Wie viel Einfluss haben die neuen Mächtigen? Und welche Antworten findet die deutsche Politik, wenn sich die Welt neu ordnet? MAD KINGS, jeden Donnerstag. Überall, wo es Podcasts gibt. +++ Alle Infos zu unseren Werbepartnern finden Sie hier. Die SPIEGEL-Gruppe ist nicht für den Inhalt dieser Seite verantwortlich. +++ Mehr Hintergründe zum Thema erhalten Sie mit SPIEGEL+. Entdecken Sie die digitale Welt des SPIEGEL, unter spiegel.de/abonnieren finden Sie das passende Angebot. Alle SPIEGEL Podcasts finden Sie hier. Den SPIEGEL-WhatsApp-Kanal finden Sie hier. Hier geht es zu unserem SPIEGEL Shop. Alle Newsletter vom SPIEGEL finden Sie hier. Hier geht es zur SPIEGEL Akademie. Sie möchten den SPIEGEL mitgestalten? Registrieren Sie sich bei SPIEGEL Perspektiven. Informationen zu unserer Datenschutzerklärung.

Im neuen SPIEGEL-Podcast »MAD KINGS: Machtprobe für Deutschland« entschlüsseln wir jede Woche aktuelle Machtkämpfe. Trump, Putin und Xi zeigen, wie Machtpolitik heute funktioniert – mit Drohungen, Willkür und Gewalt. Zeitgleich sagt die AfD dem politischen System im Land den Kampf an.Britta Sandberg, langjährige Auslandskorrespondentin, und Christoph Hickmann, SPIEGEL-Politikchef, fragen: Wie viel Einfluss haben die neuen Mächtigen? Und welche Antworten findet die deutsche Politik, wenn sich die Welt neu ordnet? MAD KINGS, jeden Donnerstag. Überall, wo es Podcasts gibt. +++ Alle Infos zu unseren Werbepartnern finden Sie hier. Die SPIEGEL-Gruppe ist nicht für den Inhalt dieser Seite verantwortlich. +++ Mehr Hintergründe zum Thema erhalten Sie mit SPIEGEL+. Entdecken Sie die digitale Welt des SPIEGEL, unter spiegel.de/abonnieren finden Sie das passende Angebot. Alle SPIEGEL Podcasts finden Sie hier. Den SPIEGEL-WhatsApp-Kanal finden Sie hier. Hier geht es zu unserem SPIEGEL Shop. Alle Newsletter vom SPIEGEL finden Sie hier. Hier geht es zur SPIEGEL Akademie. Sie möchten den SPIEGEL mitgestalten? Registrieren Sie sich bei SPIEGEL Perspektiven. Informationen zu unserer Datenschutzerklärung.

On today's show Andrew and Bill begin with a series of questions on the US and China, including a look at the likely toothless threats implied by Trump's “Economic D-Day” agenda, China's role or lack thereof in a breakdown between the US and Canada, questions about the next four weeks and four months of the relationship, and, unrelated to the US, what to watch for as Xi heads to the SCO Summit where he could potentially meet Vladimir Putin. From there: A cabbage scandal in Hebei province and a longstanding concern among both PRC citizens and the party. At the end: How and why the central government is using tax crackdowns to cover local government shortfalls, four People's Daily articles on the economy, a surprise plenary session of the CCDI, the founder of Evergrande is sentenced to life in prison, and thoughts on what the Party wants from the stock market as Unitree stock loses nearly half its value after an initial IPO pop.

- JGo paga anuncios en todos los periódicos para plantear su éxito en Wall Street. JGo todavía no sabe cuándo citará a partes para saber lo que pasó en contrato de Power Expectations - Noticel Puerto Rico importa el 92% de la carne de res que consume — 119.2 millones de libras al año. O sea: casi todo lo que se pone en el asador boricua depende o se afecta por aranceles de Trump Trump envía acuerdo al Senado federal para ayudar a convertir en potencia nuclear a Arabia Saudita (solo para energía aseguran). Sube la gente que cree que vienen a visitarnos de otros planetas - Gallup Pensiones: en 24 horas el gobierno pasó de "no hay fuente de fondos" a "sí hay (PayGo/Fondo General)"… pero no dice cuánto costará.$3.7M de multas de la Policía congelados 11 años; nunca se creó el fideicomiso que ordenó la ley - Rodz Veve La Plata, que sirve a Bayamón, Naranjito, Toa Alta, Toa Baja, Cataño y Dorado, está a menos de un metro de entrar en ajustes operacionales La AAA instaló la pieza de La Plata (motor #7, +$50,000 desde Ohio) - El VoceroSalud flexibilizó la certificación de camiones cisterna (Orden 2026-648) porque certificó "casi mil en dos meses" y no da abasto El Vocero 3 de cada 10 visitas a ER por calor son de personas de 60+Jefe de la CIA viaja a Rusia desde Latvia - NYTChina no hace ajustes tras Trump poner aranceles y amenazar con guerra económica por Irán, Xi se supone visite a USA en septiembre - Reuters Si estás esperando el momento perfecto para cambiar tu compañía celular o cambiar tu teléfono, ahora es que es. T-Mobile presenta NADA DE NADA. Eliminando los costos al momento de comprar un télefono nuevo. ¿Que significa eso? Que vas a pagar $0 hoy por tu celular. NADA. En serio. Sin impuestos, sin cargos y sin pronto para clientes elegibles. Ahora es más fácil que nunca, cámbiate en solo 15 minutos en el app de T-Life y recibe tu equipo el mismo día a través de Doordash.Escoge T-Mobile y disfruta de nada con la mejor red móvil en Puerto Rico, de nada.#tmobile #incluyeauspicio  - Canadá le impone aranceles de hasta 50% a EEUUGangas en Haití entran a zona relativamente segura y matan a 47, incluyendo a quienes se refugiaron en una iglesia - NYTBajan embalses de agua con todo y lluvia de onda FBI y Policía realizan operativo en el oeste DTOP abrirá CESCO en Plaza Las Américas el día después de que Fonalledas apareciera con gobernadora en Wall Street - Metro Pronostican aumento de precios de comida tras nuevos ataques entre Rusia y Ucrania - Bloomberg Presentan la tercera querella contra el senador Eliezer Molina por presuntas expresiones xenófobas hacia la comunidad dominicanaRefinerías de petróleo a todo switch, preocupa daños a largo plazo, pero están aprovechando precios caros para ganar más dinero - Bloomberg El NEPR defiende el recorte a Genera, pero Genera botó empleados tras reducción SpaceX anuncia plan de 100 billones para planta en Louisiana - Axios La sequía "no llega aún al nivel de desastre federal"Trump busca carnes de Argentina para bajar precios históricos - Reuters La gente no quiere los data centers cerca - Gallup La gente cree que nos visitan desde fuera de la tierra en mayor número que antes Yanira Raíces insiste en que le den credenciales con las que incumple - El Nuevo Día AAA jura entregará datos al Senado, pero todavía Sequía todavía no es desastre federal dice JGo - El Nuevo Día Dos asesinatos de mujeres y sentencia de madre y juicio de hija para el mismo día en caso de Gabriela Nicole Negocia declararse culpable por pornografía infantil ex de MVC LOS DATOS DEL DÍABrent~$86/barril (bajando; se desinfla la prima de guerra)Diésel (retail EEUU)$5.65/galón (+19.8¢ en la semana, sexta alza en siete semanas)S&P 5007,652.86 (prácticamente plano)Dow Jones53,417.16 (+40 pts, leve alza)Bono 10 años4.70% (−3 puntos base)Euro / USD~1.168 (euro en su nivel más fuerte desde mayo)Gas natural (Henry Hub)~$2.87/MMBtuHipoteca 30 años6.65%

On this episode of TAW Unwrapped, we look at how the Reds' league title winning squad has been decimated in just over a year, with most of the starting XI of the title winning team no longer with us, does is spell out the size of the job both the club and Andoni Iraola to get the Reds firing again? And with the late breaking news, whilst the show was being recorded, what to make of links to Ismaila Sarr? John Gibbons hosts Adam Smith, Kev Reilly and Craig Hannan. Also in the show, John chats to Dom King about the challenges facing Liverpool in the transfer market. Try Claude Cowork today — ⁠Claude.ai/TAW⁠ Visit ⁠BetterHelp.com/TAW⁠ Subscribe to The Anfield Wrap for more on Liverpool's 26/27 season… Learn more about your ad choices. Visit podcastchoices.com/adchoices

Today's top stories, with context, in just 15 minutes. On today's podcast: 1) The Chinese government and Xi Jinping are sending a message of defiance to President Trump over China's economic ties with Iran. China will take "all necessary measures" to safeguard its interests, according to Foreign Ministry spokesperson Lin Jian, after the US sanctioned dozens of Chinese entities. China has thrown Tehran an economic lifeline as its biggest buyer of oil, and Xi appears in no rush to help Trump end a conflict that's pulling US resources from Asia. 2) The Trump administration is discussing additional trade penalties against Canada after Prime Minister Mark Carney unveiled dollar-for-dollar retaliation to new tariffs imposed by the US. Additional US escalation against Canada could include higher tariffs and other trade actions, according to a White House official. The Canadian government announced that it would double its existing counter-tariffs on US steel and aluminum products to 50% and apply new 50% duties to other US products, affecting $20 billion worth of annual US exports to Canada. 3) Wall Street is anticipating Nvidia's earnings for what they mean to artificial intelligence investors and the market itself. Nvidia is considered the best barometer for AI spending, and its earnings will help determine if hyperscalers are still accelerating or becoming more disciplined. Investors want to hear what Chief Executive Officer Jensen Huang has to say about capital spending, future demand, and new financing deals that involve Nvidia.See omnystudio.com/listener for privacy information.

Stu Holden and David Mosse dive into all things red, white and blue soccer. Up first, Stu gives his take on Mauricio Pochettino staying through the 2030 World Cup. What is up next for the leadership of U.S. Soccer? The duo then dives into a packed weekend of Americans abroad. Will Folarin Balogun make the jump to EPL or LaLiga? Elsewhere, Gianluca Busio and Tim Weah captained their sides while Yunus Musah made his long awaited return to the starting XI at AC Milan. In #AskAlexi, Mosse and Stu dive into the wunderkind, Cavan Sullivan. Is he the next Christian Pulisic? To wrap the show, the guys recap the MLS weekend where Josh Sargent and Co. topped Messi and Miami + MLS looking into expanding the playoffs. Is B.J. Callaghan a USA coaching candidate of the future? CHAPTERS:0:00 - Intro3:50 - What is next for Mauricio Pochettino this cycle?15:01 - Flo Balogun and Barcelona18:44 - Captain Tim Weah & leadership missing at the 2026 FIFA World Cup23:46 - Yunus Musah BACK?28:08 - Who is the face of this USMNT?31:00 - Pepi and Dest score, too good for PSV?33:07 - USA in EPL: Chris Richards and Tyler Adams adapt to new roles52:23 - #AskAlexi: Cavan Sullivan the next Christian Pulisic? 65:00 - One For The Road: MLS Playoff expansion Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jimmy Conrad, Charlie Davies and Tony Meola dive into the weekend's Americans Abroad performances (05:53). Tim Weah has been marked out as a leader at Marseille (06:58), Alex Freeman sits again for Villarreal (13:24), and is it time to call George Campbell into camp (17:17)? Who are Mauricio Pochettino's top USMNT center backs (27:26)? The crew goes deep on Yunus Musah's return to AC Milan's starting XI and what in means for his hopes of returning to the National Team fold (41:17). And has MLS finally cracked the postseason code with the latest proposals to overhaul the playoff format (54:37)?Call It What You Want is available for free on the Audacy app as well as Apple Podcasts, Spotify and wherever else you listen to podcasts. Follow the Call It What You Want team on X:⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@JimmyConrad⁠⁠⁠⁠⁠⁠⁠,⁠⁠⁠⁠⁠⁠⁠ @CharlieDavies9⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠@TMeola1⁠⁠⁠⁠⁠⁠⁠For more soccer coverage from CBS Sports, visit ⁠https://www.cbssports.com/soccer/⁠Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠Paramount+⁠⁠⁠⁠⁠⁠⁠⁠Visit the betting arena on CBS Sports.com: ⁠https://www.cbssports.com/betting/⁠For all the latest in sportsbook reviews and promos: ⁠https://www.cbssports.com/betting/news/sportsbook-promos/

Cameron is joined by Butch and Urooj Mumtaz to review England's comprehensive Headingley victory and look ahead to the second Test at Lord's. Also on the show, the Brydon Carse 'incident', a closer look at the domestic scene in Pakistan, two-day Tests, thrilling County Championship action and Wisden Cricket Monthly brings up an epic century with the 100th issue out later this week! 0:00 Intro / 1:38 Southall Travel / 2:17 Brydon Carse / 9:26 England's bowling / 13:45 Pakistan / 17:03 England's team balance / 21:15 Pakistan's XI / 24:59 Headingley / 31:33 Gullivers Sports Travel / 32:22 Domestic cricket in Pakistan / 43:56 Wisden Cricket Monthly's 100th issue! / 1:02:17 Visit Barbados / 1:03:07 Australia vs Bangladesh / 1:10:01 County Championship / 1:13:38 Outro SOUTHALL TRAVEL ✈️ Whether it's the cricket, the wildlife or the landscapes, Southall Travel make getting to Australia easy. Ring them anytime and let their travel experts sort the best deal for you, whether you're bound for Sydney, Melbourne, Perth or beyond: https://www.southalltravel.co.uk/australia/ GULLIVERS SPORTS TRAVEL

Reading start brightly but fade away into a disappointing stalemate at AFC Wimbledon's Plough Lane. Is it just a slow start, or is it a sign of things to come this season? Ben and Ross discuss with the benefit of a few days' worth of hindsight.  Plus in an extremely hefty mailbag, the boys discuss ways Leam Richardson could shake up his stuttering Royals team, and whether anybody from the cup sides could break into the starting XI or the subs for the League One matchday squad. Thank you to The Amazons for providing the theme song. Thank you to Siren Brewing - Get 10% off your next Siren order. Use code TILEHURST10 at the checkout on a minimum spend of £30.  Follow The Tilehurst End on Twitter @thetilehurstend  Follow Ross on Bluesky @webberross.bsky.social Follow Ben on Twitter @mrblthomas Did you enjoy this episode of the podcast? Please consider dropping a few quid into our tip jar on Buy Me a Coffee or supporting TTE on Patreon. We're hugely grateful for anything you can spare.

Ex-NBA player Enes Kanter Freedom got ejected from a WNBA game after an altercation with Natasha Cloud while wearing a t-shirt defining what a woman is. Stephen Yates from Heritage joins us to react to Trump's economic strategy against Iran, limiting the influence of China where it concerns energy, and to preview Xi's visit to the United States.Thank you for supporting our sponsors that make The Dana Show possible…Relief Factorhttps://www.ReliefFactor.comYou could be the next person sharing a Relief Factor success story. Get started today with the 3-Week QuickStart for only $17.76 and tell them you heard about them on The Dana Show. Ghost Bedhttps://GhostBed.com/DANAFor a limited time during Ghost Bed's Labor Day Sale, they're offering my audience an extra 10% off their lowest prices of the season with promo code DANA. Laundry Saucehttps://LaundrySauce.comMake laundry day the best day of the week with Laundry Sauce. Get 20% off your entire order with code DANA.Chapterhttps://AskChapter.Org/danaAsk Chapter today if you could be saving money on your medicare coverage. Alliance Defending Freedomhttps://JoinADF.com/DanaAlliance Defending Freedom is on the front lines defending the freedoms and values that matter. Join the fight today. Byrnahttps://Byrna.com/DanaTrusted by law enforcement, security professionals, and everyday Americans—defend yourself and your family with Byrna.HumanNhttps://Humann.com/DanaGet the limited edition HumanN Watermelon Flavor and find out how to get a FREE 30-day supply before they sell out.Patriot Mobilehttp://PatriotMobile.com/DANAMake the switch to Patriot Mobile today.  Visit online or call 972-PATRIOT and use promo code DANA for a FREE month of service.Webroothttps://Webroot.com/DanaSave 60% off Webroot. Protect your devices. Protect your family. Protect your peace of mind. Live a better digital life with Webroot. Noble Goldhttps://NobleGoldInvestments.com/DanaIf you want to see how physical gold and silver could fit into your portfolio, download Noble Gold Investments FREE Wealth Protection KitSubscribe today and stay in the loop on all things news with The Dana Show. Follow us here for more daily clips, updates, and commentary:YoutubeFacebookInstagramXMore InfoWebsite

The Philadelphia Union remain unbeaten through interim head coach Ryan Richter's first six MLS games, as the Union and Austin played to a 1-1 draw at Q2 Stadium. Todd is joined by Evan Konigsberg to discuss the game and topics such as Neil Pierre's strong defensive performance, Ryan Richter's first six games in MLS, and Richter using the same starting XI against Austin that faced Inter Miami three days ago. Finally, Todd talks about the Blunder of the Week, which involves Crew Alexandra and Northampton Town. News: The Seattle Sounders have agreed to a deal to acquire star forward Dejan Joveljic from Sporting KC for $6M: [3:35] Sporting KC offered $25M for Nico Fernandez Mercau: [6:29] The San Jose Earthquakes agreed to a deal to acquire midfielder Eduard Löwen from St. Louis City: [13:00] Austin FC v Philadelphia Union: Cavan Sullivan's second goal / Andre Blake saves: [18:01] Ryan Richter goes with same XI as he did against Miami: [28:38] Bench options: [36:26] Ryan Richter through six MLS games: [44:35] Neil Pierre's strong performance: [53:07] Blunder of The Week: Crewe Alexandra's Josh March steals the ball coming from behind the Northampton goalkeeper to score the winner: [59:47]   Social Media: Twitter: @FreeKickPod Instagram: @FreeKickPod Facebook: @FreeKickPod YouTube: The Free Kick https://thefreekick.substack.com/   Jose's Social Media: Twitter: @JoserNunez91 https://nunezj.substack.com/   Evan's Social Media: Twitter: @evanknowsball https://philadelphiasoccernow.com/

"El libro XI de la Odisea abre con un acto de nigromancia: como Circe le indicara, Ulises excava en tierra de los cimerios una entrada al Hades y desciende a través de ella. Hay bajo su espada dos carneros negros sacrificados y una fosa llena de sangre". Esta noche invocamos de nuevo un relato extraído de la antología Racconto Vampiro, editada e ilustrada por el maestro Santiago Caruso, en el que exploramos la figura de Mormo, una entidad ancestral que nos guiará a través de mitos, ritos funerarios y leyendas del Mundo Antiguo hasta el origen de los Vampiros. Si os han llamado la atención nuestros últimos relatos de vampiros, no olvidéis visitar la web de Santiago, que está preparando nuevas y poderosas invocaciones sobre vampiros: https://santiagocaruso.com.ar/ Y si os gustan nuestras habituales invocaciones, no olvides tampoco pulsar el boton de "apoyar" en nuestro perfil de iVoox y seguirnos para no perderos futuros episodios y relatos exclusivos. Arte de portada. "Children of Moon" de Santiago Caruso Escucha el episodio completo en la app de iVoox, o descubre todo el catálogo de iVoox Originals

Welcome back to the channel! Today we're breaking down Orlando City's frustrating 2-1 home loss to the Chicago Fire after Robert Lewandowski's decisive penalty. We will also look ahead to this weekend's crucial clash against Real Salt Lake (RSL), complete with our predicted starting XI and score predictions.Plus, we dive into the burning question: Why is Orlando City's youth pipeline and talent being shipped out lately? And we spotlight the latest left-back (LB) transfer targets rumored for the Lions. Make sure to like, subscribe, and drop your thoughts in the chat!#OrlandoCity #MLS #RSL #Soccer #MLSTransfers

Most of the bands (or their labels) in this episode have done something for Ukraine. Please buy music from Ukrainian artists and/or donate to your preferred Ukrainian Charity and/or to United 24 (https://u24.gov.ua). Слава Україні! Героям слава!Slava Ukrainai! Slava varoņiem!Glory to Ukraine! Glory to the Heroes! DJ Moose Played: Intro – 00:00Nuovo Testamento – Heartbeat (Curses Remix) – Love Lines – 00:30Ironic Sweden – Walk With Angels – Walk With Angels – 06:06Dead Astronauts – Bodies – 09:46Lifelong Corporation – You Got No Influence – You Got No Influence – 13:08Rina Pavar – Too Much – 16:07Daniel Knutz – I Will Give You My Love – 20:59Neuroticfish – Skin26 – Skin26 – 26:04Silke Bischoff – Under Your Skin – Tears – 29:07Fix8:Sëd8 – Puritan (Plastikstrom) – Foren6 – 36:01reADJUST – With every shot – Straitjacket – 40:28Dystopiarch – Against – 44:42Tiny Magnetic Pets – Low Places (Dakeyne Acid Dub) – Astralux – 48:07Magic Wands – Diamond Rain – 53:18Ghastly Shadows – Shadows Danse – XI – 56:57 The original unmodified image used for this episode by Eugenia Pan’kiv on Unsplash or Listen to The Gothic Moose – Episode 671– Mostly Bands Supporting Ukraine byDJ Moose on hearthis.at Here is the link to download this episode in MP3 Note: After about a year, episodes may no longer be available here or elsewhere. Shows are sometimes missing from Youtube due copyright restrictions. Use the handy built-in player:

The Fire continue their winning ways. It may not have been a picture-perfect victory but it was still a victory. It was also David Poreba's first MLS start as he sets up an assist after making it into the XI with his Robert Lewandowski, his favorite childhood player who sealed the win with a strike from the spot.Puso Dithejane's emergence is the main story, however, as he once again found the back of the net. John and Tim break down what they liked – and didn't – from a hot muggy night in Orlando.

Inter Miami is finally heading back home, and after a brutal stretch of results, the Herons desperately need a performance that gives us something to feel good about.On this episode of Battered Herons, we're previewing Inter Miami's upcoming matchup against Toronto FC as Miami looks to put its recent struggles behind them and finally get back in the win column.The three-game losing streak technically ended with a 2-2 draw in Philadelphia, but the performance raised even more questions. Miami was dominated for much of the second half, struggled to play vertically, and had difficulty getting its biggest attacking threats involved.Now they're back home.Is Toronto the opponent Miami needs to finally turn things around? What changes need to be made to the starting XI? Can the midfield find better balance? Can Miami become more dangerous going forward? And can the defense finally put together a complete performance?We'll break down the matchup, our expected XI, players to watch, tactical adjustments we'd like to see and our keys to three points.After a difficult few weeks, it's time for Inter Miami to respond.#InterMiami #BatteredHerons #InterMiamiCF #TorontoFC #MLS #MajorLeagueSoccer #InterMiamiFans #MiamiSoccer #Herons #MatchPreview #VamosMiami #TorontoVsMiami #Soccer #Football #InterMiamiPodcast

Arsenal begin the defence of their Premier League title under the Friday-night lights as newly promoted Coventry City visit the Emirates.We preview the opening fixture and discuss how seriously Arsenal need to approach a Coventry side the hosts regard as the strongest of the promoted teams. After an encouraging Community Shield performance, attention turns to whether Mikel Arteta sticks with the same core XI, how quickly Bukayo Saka and Declan Rice should return to the starting lineup, and what further clues we might get about Arsenal's evolving 4-3-3 and more vertical approach.Elsewhere, we look ahead to Brentford against Tottenham and Manchester City's first league game against Bournemouth, discuss the early questions surrounding Enzo Maresca at City, and consider how the new season's refereeing and set-piece changes could affect Arsenal.Continue the discussion with us.Follow The NN Pod for more Arsenal and football content.All our links: https://beacons.ai/thennpodChapters:(00:00) - Arteta's Non-Negotiables & Intro(01:07) - Who Am I? Coventry & Arsenal Connection(02:24) - Brentford vs Tottenham: Prediction Game(05:13) - Manchester City vs Bournemouth & Life After Pep(10:52) - Enzo Maresca: Long-Term Successor or Transition Manager?(12:49) - Arsenal vs Coventry City: Title Defence Begins(16:45) - Coventry Threat, Opening-Night Pressure & Expectations(18:46) - Performance vs Result & Arsenal's Evolving 4-3-3(21:41) - Starting XI: Rice, Saka & Returning Players(26:29) - Havertz, Left-Wing Selection & Calafiori(28:47) - The Illan Meslier No.1 Debate(29:47) - New Refereeing Rules, VAR & Corner Grappling(33:19) - Bruno Guimarães, Yellow Cards & The New “Refs” Era(34:56) - Arsenal vs Coventry Score Predictions(35:44) - Who Am I? Bobby Gould Revealed(37:28) - Outro & What's Coming Next

On today's show Andrew and Bill with Wang Yi's visit to South Korea this week, including the fortunate timing for the PRC in the wake of President Trump's decision to scale back joint US-ROK exercises, PRC concerns around North Korea, and dynamics on the peninsula that are shifting in ways that aren't entirely clear. Then: Zhu Rongji's legacy, a week of nostalgia for the Zhu/Jiang era, and the uncertain future of the Linden Centre after a poignant Financial Times piece two weeks ago. At the end: Catching up on US-China news from the break, including thoughts and questions ahead of Xi's visit to D.C., a draft plan to make American AI partners choose between the US and China, China's continued reliance on Nvidia hardware, the White House highlights transshipment concerns, the DOW asks higher education for more info on foreign research, and an emailer who asks about the New York Times' reporting on PRC programs to surveil foreigners.

Why can't the US and China just get along when it comes to artificial intelligence? As the two nations jockey for an edge in AI, President's Trump and Xi prepare for a consequential summit where the tech race may play a bigger role than ever. The Carnegie Endowment for International Peace's Scott Singer joins David Rothkopf to discuss why in the race for AI dominance between China the US, the best way to win might just be to work together. This material is distributed by TRG Advisory Services, LLC on behalf of the Embassy of the United Arab Emirates in the U.S.. Additional information is available at the Department of Justice, Washington, DC. Learn more about your ad choices. Visit megaphone.fm/adchoices

As Trump Squanders U.S. Power and Credibility, Former Allies Find Alternatives For Collective Security | Trump's Relentless Assault On the Law as He Finds Workabounds After Being Struck Down By the Courts | The Traitor in the Oval Office Praises Putin and Xi as They Covertly Work With Iran to Kill Americans backgroundbriefing.org/donate twitter.com/ianmastersmedia bsky.app/profile/ianmastersmedia.bsky.social linktr.ee/backgroundbriefing

Mark Clifford: Mark Clifford discusses the ongoing detention of British citizen and entrepreneur Jimmy Lai in Hong Kong. While China recently released a Protestant pastor, Xi Jinping reportedly remains determined that Lai, a fervent Catholic and advocate for Western values, will die in prison. Clifford suggests Xi's animosity is personal, rooted in a belief that the survival of the Communist Party is paramount and that any dissent is an existential threat. Despite the UK's new leadership focusing on domestic issues, Clifford hopes the government continues to pressure Beijing for the release of its citizen. (4)

TABLE OF CONTENTS, THE JOHN BATCHELOR SHOW, 8-12-2026Michael Bernstam: Michael Bernstam discusses a critical shortage of refined products such as diesel and gasoline, noting that global supply has dropped by 8.3 million barrels per day. While crude oil is available, refining capacity in the US and Europe has declined for decades. Recent Ukrainian drone strikes have further crippled Russia's refining capabilities, forcing it to import fuel. These disruptions, along with Houthi attacks in the Red Sea, contribute to a daily deficit of 2 million barrels. Bernstam warns that consumers worldwide will face higher energy and food prices indefinitely as a result. (1)Michael Lucchese: Michael Lucchese explores the history and modern return of isolationism within American politics, particularly the Republican Party. He characterizes isolationism as a short-sighted avoidance of global affairs that often coincides with political extremism. Lucchese argues that the West is currently in a civilizational contest against an axis of revisionist powers including China, Russia, Iran, and North Korea. He critiques recent administrations for showing a lack of civilizational confidence, which he believes has encouraged adversaries to be more aggressive on the world stage. (2)Captain James Fanell: Captain James Fanell reports on China's escalating campaign to annex international waters east of Taiwan. For the first time, Chinese vessels are interrogating ships on the high seas, an outrageous violation of maritime norms. This aggression occurs as the US Navy is severely overstretched, with carrier deployments extending to nine months and the arsenal of democracy being depleted by conflicts in Ukraine and the Middle East. Fanell urges the US and partner navies to conduct joint maneuvers with Taiwan to counter Beijing's comprehensive national power strategy. (3)Mark Clifford: Mark Clifford discusses the ongoing detention of British citizen and entrepreneur Jimmy Lai in Hong Kong. While China recently released a Protestant pastor, Xi Jinping reportedly remains determined that Lai, a fervent Catholic and advocate for Western values, will die in prison. Clifford suggests Xi's animosity is personal, rooted in a belief that the survival of the Communist Party is paramount and that any dissent is an existential threat. Despite the UK's new leadership focusing on domestic issues, Clifford hopes the government continues to pressure Beijing for the release of its citizen. (4)Charles Burton: Charles Burton provides insight into the annual Beidaihe retreat, where Chinese leaders meet secretly to decide the party's direction. This year's focus is on a failing domestic economy, including a collapsed housing market and crushing local government debt. Burton notes that Xi Jinping's limited international travel may indicate internal instability. Additionally, the discussion touches on escalating trade tensions between Canada and the US over potential tariffs and disagreements regarding the financing of the new Gordie Howe International Bridge. (5)Peter Huessy: Peter Huessy examines the fragile state of nuclear deterrence as Russia conducts drills for tactical nuclear weapons. He warns that the US is behind the eight ball regarding theater nuclear options, possessing only gravity bombs while Russia maintains thousands of short-range weapons. Huessy fears Putin may use these weapons for blackmail if he perceives a conventional loss in Ukraine. He advocates for the rapid modernization of the US nuclear triad, specifically calling for sea-launched cruise missiles to restore a credible deterrent against reckless adversaries. (6)Cliff May: Cliff May argues that Islamism is not being studied with the rigor that communism once received during the Cold War. He observes that many university Middle East studies departments, funded by foreign interests such as Qatar, have become Islamist adjacent. May highlights a recent Senate hearing on the Muslim Brotherhood where most senators failed to attend, fearing accusations of Islamophobia. This willful determination to ignore history allows the red-green alliance of far-left activists and Islamists to grow, posing a significant threat to democratic values. (7)Admiral Mark Montgomery: Admiral Mark Montgomery details the growing cyber and hybrid warfare cooperation within the axis of aggressors: China, Russia, Iran, and North Korea. This cooperation often involves criminal actors sharing attack techniques and technology to target critical infrastructure. Montgomery warns of new generation warfare, including terrorist acts, jamming, and disinformation. He specifically points to China's Volt Typhoon program, which has installed malware in US rail, water, and energy systems. Montgomery urges an all-hands-on-deck approach to secure essential systems, as attribution for these ghost-like attacks remains difficult. (8)Simon Constable: Simon Constable reports on rising commodity prices, with Brent crude reaching $89 per barrel and European gas prices surging 18 percent. He discusses the recent change in UK government, where new Prime Minister Andy Burnham has pledged to focus almost exclusively on domestic issues. Constable also touches on the results of a longevity quiz, noting that average life expectancy in the US has reached 79 years. Finally, the conversation addresses unusual political rhetoric in Britain regarding the monarchy and the impact of extreme weather and wildfires across Europe. (9)Bob Zimmerman: Bob Zimmerman discusses the progress of commercial space ventures, highlighting Rocket Lab's new contract for its reusable Neutron rocket. He explains how companies such as SpaceX are developing recoverable capsules for in-space manufacturing, including pharmaceuticals. Zimmerman also notes a recent Chinese rocket failure, which was transparently reported only because of local live-streamers. Additionally, India is attempting to transfer control of its spaceports to the private sector to foster competition. Despite opposition from fake environmental activist groups, Zimmerman remains optimistic about the future of private-sector space exploration. (10)One correction applied: the raw had "Vault Typhoon" — the PRC infrastructure intrusion campaign is Volt Typhoon. Also still open from the prior batch: Hu Chunhua and Mohammad Reza Tavakoli.Across both batches, four threads run through nearly every segment.The axis as a working system, not a slogan. Chinese and Russian materiel moving to Iran (Holt), Iranian resupply of the Houthis (Fitton-Brown), Hezbollah's Syrian pipeline (Daoud), and Montgomery's cyber cooperation among all four — the same four capitals appear in Lucchese's civilizational contest and Montgomery's shared attack techniques. The story is no longer four separate adversaries but one logistics and learning network.Pauses as rearmament. Haqqani, Daoud, and Fitton-Brown independently report Iran boasting that ceasefires are for restocking. Sayeh supplies the domestic mirror: executions spike precisely when negotiations are underway. Ben-Ur gives the Gaza version — Hamas distributing rifles while the disarmament deal is being signed. The diplomatic interval is the adversary's production cycle.American absence, and who fills it. Haqqani's "helpless giant," Fitton-Brown's elephant in the room, Fanell's nine-month carrier deployments and depleted arsenal, Huessy's theater nuclear gap, Bernstam's lost refining capacity. Chang and Holt argue the reticence is a gambit; the guests closer to the ground read it as depletion. Haqqani's line is the sharpest: China wins by saying nothing.Xi's brittleness. Collier's $7.7 trillion in hidden bad loans, Burton's Beidaihe meeting on a collapsed housing market and local debt, Xi's shrinking travel schedule, Holt's factional rival. Clifford's Jimmy Lai segment is the same material in personal form — the vindictiveness of a leader who treats any dissent as existential. External aggression from Fanell sits directly on top of internal weakness from Collier and Burton, which is the more interesting juxtaposition than either alone.Two smaller pairings worth an hour break: Bernstam and Constable both on energy and food prices as the civilian bill for all of the above, and Araújo/Peña Esclusa's hemispheric shift as the one segment where the trend runs the other way — Petro out, De la Espriella in, Lula isolated.If you want a running order argument: Collier and Burton to establish the weakness, Fanell and Holt for the aggression it produces, then the Iran arc from Haqqani through Sayeh, with Bernstam and Constable as the price tag.