As chatbots evolve into a fundamental layer of the internet rivaling social networks in traffic, this podcast investigates how artificial intelligence is rewriting the global economy. We move beyond the hype to analyze the physical and financial realities of the industry, from Big Tech’s data centers draining domestic aluminum supplies to the $11.8 billion in Black Friday spending driven by AI tools. Each episode explores how market giants like Siemens and Volkswagen are mobilizing billions to compete with the US and China, while startups are forced to rethink their go-to-market playbooks in the face of platform dominance. Join us as we track the transition from free experiments to monetized ecosystems, including OpenAI’s pivot toward personalized advertising and the rising costs of "free" access
Geopolitical export controls compel firms like Alibaba and ByteDance to relocate the training of LLMs, such as Qwen and Doubao, to overseas data centers to secure access to Nvidia GPUs, while broader compute supply chains are tightening, demonstrated by Nvidia reportedly stopping the supply of VRAM to GPU partners and Google restricting free access to Gemini 3 Pro features due to high demand.
Despite these constraints, AI capabilities continue to rapidly advance, exemplified by DeepSeek-Math-V2 achieving gold-level math performance and the development of 100B+ Mixture-of-Experts models like INTELLECT-3, even as the industry navigates security risks, such as the exposed metadata of OpenAI API users following the Mixpanel breach, and the legally unsettled status of applying the GPL license to trained models.
Chinese state hackers used Anthropic's Claude Code in a massive cyber-espionage campaign, and now Congress wants answers. We break down why this attack is different, it didn't require any hacking at all. Plus, we explore why chip export controls might be backfiring, the revolutionary shift from scaling to experience-based AI learning, and why xAI playing League of Legends could signal a major capability breakthrough. We connect the dots between geopolitical competition, technical infrastructure, AI memory systems, and what it all means for the future of work and security. This isn't about distant possibilities; these changes are happening right now.
Today we're unpacking Elon's massive $15B xAI funding round, Amazon's $50B AI deal with the US government, and why Ilya Sutskever says the era of "just make it bigger" is over. Plus, Nvidia throws shade at Google's chips, AI security gets exposed through prompt injection attacks, and Suno reveals it's generating a Spotify-sized music catalog every two weeks. We connect the dots on what this all means for where AI is actually heading in 2025.