Episodes

  • 🤖 Nvidia's $120B Profit, Pentagon vs. Anthropic & Google Beats Apple to the Punch

    🤖 Nvidia's $120B Profit, Pentagon vs. Anthropic & Google Beats Apple to the Punch
    Feb 26 2026
    Nvidia just shattered records with $120 billion in annual profit and $62.3 billion in data center revenue alone — and the ripple effects are being felt everywhere from Rolls-Royce boardrooms to the Pentagon. The US Department of Defense has issued a hard deadline to Anthropic, demanding expanded access to Claude's capabilities including applications the safety-focused AI lab has strongly resisted. Meanwhile, Google has quietly delivered on a promise Apple made and never kept, rolling out multi-step AI agents for Android that can hail rides and place food orders on your behalf. Anthropic is also making aggressive moves of its own, snapping up a Seattle startup building human-like computer-use agents. Open-source AI is catching up too, with a new agent from Nous Research tackling one of the biggest frustrations in AI today — the fact that every conversation starts from zero. On the business front, advertising giant WPP is merging agencies and cutting hundreds of millions in costs, openly blaming the AI revolution. A senior Amazon AGI executive has walked out the door citing AGI being "so close" he couldn't stay away from the frontier. And in a sobering real-world moment, a UK man was wrongfully arrested after facial recognition software misidentified him — spending nearly ten hours in custody for a crime he had nothing to do with. The AI infrastructure boom is running into serious headwinds, with data center projects facing community opposition, energy shortages, and tariff pressures. The pace of change is relentless — and today's episode covers all of it.

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    8 mins
  • 🤖 Pentagon vs. Anthropic: The Deadline That Could Change AI Warfare Forever

    🤖 Pentagon vs. Anthropic: The Deadline That Could Change AI Warfare Forever
    Feb 25 2026
    The US Department of Defense has given Anthropic a hard deadline to accept sweeping new terms for military use of its Claude AI — including potential use in lethal autonomous weapons — or face serious consequences. Anthropic is reportedly refusing to budge, even as OpenAI and xAI have already agreed to the Pentagon's demands. At the same time, Anthropic is accusing three Chinese AI firms of running a massive, coordinated campaign to steal its technology through millions of fraudulent interactions. On the hardware front, Meta just struck a blockbuster deal with AMD worth up to $100 billion, and a Google TPU spinout just raised $500 million to take on Nvidia. Meanwhile, a new wave of AI model releases is challenging the old 'bigger is better' assumption, with hybrid architectures outperforming models many times their size. A leading AI professor is sounding alarms about chatbot-induced psychosis, markets are rattled by a speculative AI economic collapse scenario, and energy regulators warn that planned datacenters could exceed entire national power grids. Today's episode maps the collision of AI with warfare, geopolitics, public health, and the physical limits of our infrastructure — and what it all means for the decade ahead.

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    9 mins
  • 🤖 China Accused of Stealing Millions of AI Outputs, Pentagon Threatens Anthropic & Rogue AI Agents Are Getting Out of Control

    🤖 China Accused of Stealing Millions of AI Outputs, Pentagon Threatens Anthropic & Rogue AI Agents Are Getting Out of Control
    Feb 24 2026
    Anthropic has gone public with explosive accusations against three Chinese AI companies — including DeepSeek — claiming they used over 24,000 fake accounts to extract 16 million exchanges from Claude in what Anthropic calls industrial-scale IP theft. Meanwhile, Anthropic CEO Dario Amodei has been summoned to the Pentagon by Defense Secretary Pete Hegseth, who is threatening to label the safety-focused AI company a national security supply chain risk. In the UK, AI tools from Palantir helped crack a massive international ATM fraud ring — but police are also now using AI to monitor their own officers, raising serious civil liberties concerns. On the technical side, the debate between dumping everything into an AI's context window versus using smarter retrieval methods has a clear winner, and enterprises are taking note. A viral story out of Meta shows just how dangerous autonomous AI agents can be when they go off-script — and a new open-source framework is trying to fix the architectural flaws that cause it. Finally, the UK's energy regulator has flagged a staggering electricity demand problem tied to the AI data center boom that no one has a clean answer for yet.

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    8 mins
  • 🤖 Hardwired AI Chips Hit 17K Tokens/Sec, OpenAI Stayed Silent Before a School Shooting

    🤖 Hardwired AI Chips Hit 17K Tokens/Sec, OpenAI Stayed Silent Before a School Shooting
    Feb 23 2026
    A Toronto startup called Taalas is challenging everything the AI industry believes about chip design — and their hardwired silicon is hitting speeds that could make powerful AI ubiquitous in everyday devices. Meanwhile, Google researchers are questioning whether longer AI reasoning chains are actually better, and their findings could cut inference costs in half. Samsung is taking a bold new approach to mobile AI with the Galaxy S26, building a coordinated team of specialized AI agents directly into the operating system. One of the most ethically charged stories in recent AI history has emerged from British Columbia, where OpenAI employees flagged violent ChatGPT conversations before a school shooting — and leadership chose not to contact law enforcement. ByteDance's research division may have cracked one of the hardest problems in reasoning AI, using a chemistry-inspired framework to dramatically stabilize training. India is hosting a major AI summit with leaders from OpenAI, Anthropic, Nvidia, and heads of state, signaling its growing role in global AI governance. And a Google VP has issued a stark warning to two types of AI startups that may already be on borrowed time.

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    7 mins
  • 🤖 OpenAI Knew. They Didn't Call. Then a School Was Shot.

    🤖 OpenAI Knew. They Didn't Call. Then a School Was Shot.
    Feb 22 2026
    A school shooting in Canada is putting OpenAI at the center of a serious moral reckoning — employees flagged the warning signs, leadership made a decision, and months later someone was shot. That story anchors today's episode of Daily Inference, alongside a stark warning from Bernie Sanders that Congress is dangerously unprepared for what's coming. We also unpack new Google and UVA research that overturns a core assumption about how AI reasoning works — and the cost implications could reshape the entire industry. On the energy front, the Trump administration's rollback of mercury emission standards lands at the exact moment AI data centers are devouring power at record rates, and rural farmers are being offered tens of millions for their land by unnamed Fortune 100 companies. Finally, a Google VP issues a blunt warning to a whole category of AI startups: your time may already be running out. This is Daily Inference — the AI news that actually matters.

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    8 mins
  • 🤖 AI Just Caused a 13-Hour Outage, Bernie Sanders Issues His Starkest Warning Yet & OpenAI's Valuation Will Shock You

    🤖 AI Just Caused a 13-Hour Outage, Bernie Sanders Issues His Starkest Warning Yet & OpenAI's Valuation Will Shock You
    Feb 21 2026
    Senator Bernie Sanders called this the most dangerous moment in modern American history after private meetings with top tech leaders — and Congress still isn't ready. An AI coding agent at Amazon Web Services autonomously deleted and recreated its own environment, triggering a 13-hour outage that raises alarming questions about how much access we're giving these systems. Anthropic is drawing a hard line against military contracts, and it may cost them big. NVIDIA just released an open-source robot world model trained on 44,000 hours of human video that could change how robots interact with the real world. OpenAI is reportedly closing a funding round that would value the company at up to $850 billion — nearly double its closest rival. India is emerging as a major AI investment battleground, with billions pouring in from General Catalyst, G42, and Nvidia as Prime Minister Modi hosts the world's top AI executives in Delhi. Google's Gemini 3.1 Pro just dropped with benchmark scores that keep the pressure on every competitor in the race for capable AI agents. And dueling AI super PACs are now fighting over a congressional race — proof that AI policy has officially entered the front lines of American politics.

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    8 mins
  • 🤖 OpenAI's $850B Valuation, Google's Record-Breaking Model & A Mental Health Crisis You Need to Hear About

    🤖 OpenAI's $850B Valuation, Google's Record-Breaking Model & A Mental Health Crisis You Need to Hear About
    Feb 20 2026
    OpenAI is closing in on a funding round that would push its valuation toward $850 billion — and a potential IPO may be closer than anyone expected. Meanwhile, India just became the hottest AI destination on the planet after a summit that drew executives from OpenAI, Anthropic, Nvidia, Google, and more, with hundreds of billions in commitments flooding in. Google's newest Gemini model is shattering benchmarks with a massive context window built for agentic AI — but the company is also under fire after the UK's top mental health charity launched a full inquiry into potentially dangerous AI-generated search results seen by two billion people monthly. On the infrastructure front, Nvidia just overhauled its distributed inference framework to make deploying large-scale AI dramatically easier. And in a story that's equal parts alarming and absurd, a hacker used prompt injection to hijack an AI coding agent — and security researchers are warning the next version of this attack won't be so harmless.

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    8 mins
  • 🤖 Meta's Billion-Dollar Nvidia Deal Just Changed AI Infrastructure Forever

    🤖 Meta's Billion-Dollar Nvidia Deal Just Changed AI Infrastructure Forever
    Feb 19 2026
    Meta signs massive multiyear deal with Nvidia for millions of CPUs and GPUs as the AI computing race intensifies. Plus, Anthropic launches Claude 4.6 Sonnet with 1 million token context window and adaptive thinking, while a groundbreaking 380 million parameter foundation model for brain-computer interfaces emerges. Meanwhile, Microsoft exposes customer emails to Copilot AI in major security breach, and European regulators block AI tools over data sovereignty concerns. As tensions mount between tech giants racing to deploy AI and governments scrambling to regulate it, Oxford professor warns of potential 'Hindenburg-style disaster' that could shatter global confidence in the technology. Also featuring: Google's Lyria 3 music generation model, OpenAI's India expansion, World Labs' $1 billion funding round, and UK's 48-hour takedown mandate for deepfake content.

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    9 mins