83 episodes
- Covers SK Hynix's $29B Nasdaq push for AI chips, Samsung's 125k-employee ChatGPT rollout, Getty Images' massive OpenAI image deal, Nadella's critique of frontier labs, OpenAI's Jalapeño chip with Broadcom, and Bear Robotics' Kinisi acquisition.
- Covers Menlo Ventures' record $3B AI raise and Baseten's $1.5B round at $13B valuation, Five Eyes agencies warning of AI cyberattacks in months, Meta's new $299 AI smart glasses, tech stock selloff amid AI spending fears, and Anthropic's Claude Fable 5 shifting to usage credits.
- Covers Oracle disclosing 21,000 AI-cited job cuts, SpaceX launching its first major bond sale for AI ambitions, Kanverse's new agentic finance platform, Micron's strategic deal with Anthropic on infrastructure and investment, plus YCharts and Zocks agent launches and payments-government AI shifts.
- Covers FERC's orders accelerating AI data center grid connections, ChatGPT falling below 50% market share, Amazon dropping its Sam Altman biopic after OpenAI deal, GPT-5.6 leaks and launch signals, AWS Bedrock AgentCore harness GA, Gemini 3.5 Pro nearing release, Shopify UCP self-serve update, Coinbase for Agents trading capabilities, and related agent infrastructure and model advances from June 19-21.
- Covers Snap's $2,195 SPECS AR glasses launch with AI coding integrations, the Agentjacking attack on agents like Claude Code and Cursor, Google's Gemma 3 as first AI model in orbit, xAI's Grok for Word add-in, OpenAI's drug discovery research, and Databricks Genie Agents announcements.
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