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Latest Episodes:

Thu. 07/24 – The US AI Action Plan Jul 24, 2025

Show notes

The White House has rolled out its big AI Action Plan. Google reported earnings but really wanted you to know about consumer adoption of its AI. A new Kindle Colorsoft. TMobile’s Starlink service is available to anyone, and the Switch 2 is now the fastest selling console in history.

Links:

Trump Signs AI Orders, Vows US Will Win Race Over New Technology (Bloomberg)
Donald Trump blocks AI groups with ‘ideological bias’ from government work (FT)
Google’s AI Overviews have 2B monthly users, AI Mode 100M in the US and India (TechCrunch)
Google Photos adding free photo-to-video, Remix, and Create tab (9to5Google)
Amazon is launching a cheaper color Kindle (The Verge)
Starlink-powered ‘T-Satellite’ service is now live on T-Mobile (The Verge)
The Nintendo Switch 2 Is the Fastest-Selling Gaming Hardware in U.S. History (IGN)

Wed. 07/28 – Don’t Sleep On That SharePoint Exploit Jul 23, 2025

Show notes

Don’t sleep on that SharePoint exploit from earlier this week as it seems to have led to a ton of still active breaches. Apple has a new insurance plan for you. Elon wants even more money for xAI. The Chinese are still churning ahead with their AI models. And three different stories about AI and privacy.

Links:

Microsoft links Sharepoint ToolShell attacks to Chinese hackers (BleepingComputer)
Apple Launches $20-a-Month AppleCare One Plan Covering Up to Three Devices (Bloomberg)
Musk Allies to Raise Up to $12 Billion for xAI Chips as Startup Burns Through Cash (WSJ)
Qwen3-Coder: Agentic Coding in the World (Simon Willison)
Alibaba’s new open source Qwen3-235B-A22B-2507 beats Kimi-2 and offers low compute version (VentureBeat)
Amazon buys Bee AI wearable that listens to everything you say (The Verge)
Proton is launching a privacy-focused AI chatbot (The Verge)
OpenAI CEO Sam Altman warns of an AI ‘fraud crisis’ (CNN)

Tue. 07/22 – Is Masa Son Being Left Behind In AI Again? Jul 22, 2025

Show notes

Well, just like that, AI’s winning the Math Olympiad is commonplace. Is Stargate struggling to get off the ground, or is Sam Altman just going to do Stargate on his own without Masa Son? The AI company who’s stated mission was to do AI ethically explains why it needs to get its hands dirty. And even if AI isn’t making scientific breakthroughs yet, there are early signs it is shaking things up nonetheless.

Links:

OpenAI and Google outdo the mathletes, but not each other (TechCrunch)
SoftBank and OpenAI’s $500 Billion AI Project Struggles to Get Off Ground (WSJ)
Oracle to Supply OpenAI With 2 Million AI Chips for Data Centers (Bloomberg)
Leaked Memo: Anthropic CEO Says the Company Will Pursue Gulf State Investments After All (Wired)
AI Comes Up with Bizarre Physics Experiments. But They Work. (Quanta Magazine)

Mon. 07/21 – Massive SharePoint Zero-Day Jul 21, 2025

Show notes

Serious zero-day has been uncovered that is affecting everybody all around the world. There is a patch tho. Mark Gurman dishes on the foldable iPhone. TSMC joins the Trillion-Dollar-Club. If you’re an expert in a given field you too can join the AI goldrush. And did we just take a big step toward AGI, or is this just the latest in the hype-cycle?

Sponsors:

AGNTCY.ORG

Links:

Hackers Exploit Microsoft SharePoint as Firm Works to Patch (Bloomberg)
The First Foldable iPhone Will Arrive Next Year in Un-Apple-Like Fashion (Bloomberg)
Nvidia's CUDA platform now supports RISC-V — support brings open source instruction set to AI platforms, joining x86 and Arm (Tom's Hardware)
TSMC’s Taiwan Stock Value Surpasses $1 Trillion Amid AI Frenzy (Bloomberg)
AI groups spend to replace low-cost ‘data labellers’ with high-paid experts (FT)
OpenAI's experimental model achieved gold at the International Math Olympiad (Engadget)
OpenAI's gold medal performance on the International Math Olympiad. (Simon Willison's Weblog)

(BNS) Leap Labs Jul 19, 2025

Show notes

To find out more about Leap Labs go to Leap-Labs.com

The white paper is here.

Blog is here (with case studies).

To get in touch with them: hello@leap-labs.com

Fri. 07/18 – ChatGPT Agent Jul 18, 2025

Show notes

OpenAI has a new agent that can control your entire computer. You might soon be able to put crypto in your 401k. Why is Apple suing a prominent YouTuber? And in the Weekend Longreads, the one article that has done the most to radicalize me, as an investor, in a long, long time.

Links:

OpenAI’s new ChatGPT Agent can control an entire computer and do tasks for you (The Verge)
OpenAI ChatGPT Agent announcement LIVE — all the big news from today's livestream (Tom's Guide)
Netflix says it’s streamed 95 billion hours in 2025, and a lot of ads too (The Verge)
Donald Trump set to open US retirement market to crypto investments (Financial Times)
AI start-up Perplexity’s valuation tops $18bn months after latest funding round (Financial Times)
Apple Sues Jon Prosser Over iOS 26 Leaks (Macrumors)

Weekend Longreads Suggestions:

4.6 Billion Years On, the Sun Is Having a Moment (The New Yorker)

Thu. 07/17 – AI Pricing Jul 17, 2025

Show notes

TSMC earnings suggest the AI buildout is continuing apace. Stablecoin regulation clears a major hurdle. Is Anthropic doing well growing revenue? Maybe not OpenAI well, but well enough? More signs Microsoft is struggling to sell its own branded AI. And how AI might be about to change how we pay for everything… forever.

Links:

Wed. 07/16 – Jensen Gets Bullish Jul 16, 2025

Show notes

Jensen is feeling his oats after the reprieve on China, spilling lots of tea about where he see the AI industry. OpenAI is going after the office and also the storefront, with interesting new integrations. Why is it so hard to create LLM’s in other languages? And a first person account of what its like to work at OpenAI, the culture, the pressure, etc.

Links:

Nvidia Boss Expects US to Move Fast on First H20 China Licenses (Bloomberg)
OpenAI Preps ChatGPT Agents in Challenge to Microsoft Excel and PowerPoint (The Information)
OpenAI to take cut of ChatGPT shopping sales in hunt for revenues (Financial Times)
Fed up with ChatGPT, Latin America is building its own (Rest Of World)
Reflections on OpenAI (Calvin French-Owen)

Raiders, Rulers, and Traders: The Horse and the Rise of Empires

Tue. 07/15 – Nvidia Back In Business In China? Jul 15, 2025

Show notes

Has the US government suddenly allowed Nvidia back in business in China? A segment wherein I make the case the GW’s are the new metric that matters to the tech industry, over and above anything else. Windsurf finds a permanent home. And is China already producing the smartglasses Zuck wants to see next?

Links:

Nvidia, AMD to Resume AI Chip Sales to China in US Reversal (Bloomberg)
Apple to Buy Rare Earths From Pentagon-Backed US Producer MP (Bloomberg)
Zuckerberg Says Meta Will Build Gigawatt-Size Data Centers (Bloomberg)
Meta’s New Superintelligence Lab Is Discussing Major A.I. Strategy Changes (NYTimes)
Cognition AI Buys Windsurf as A.I. Frenzy Escalates (NYTimes)
China’s AI glasses market takes shape as Xiaomi’s entry inspires early adopters (SCMP)

Mon. 07/14 – Google Snatches Windsurf From OpenAI Jul 14, 2025

Show notes

Google snatched the Windsurf acquisition out from under OpenAI in a big new acquihire. SpaceX is investing in xAI. ChromeOS and Android to merge, but for real this time? Was there a new sort of DeepSeek moment over the weekend? And example number 74 of how YouTube is now the king of video entertainment.

Links:

Google to Pay $2.4 Billion for Windsurf Staff, IP After Startup Ends OpenAI Talks (The Information)
Google Is Said to Pay $2.4 Billion for Windsurf Assets, Talent (Bloomberg)
An OpenAI Acquisition Turns Into a Google 'Hackqusition'... (Spyglass)
Elon Musk’s xAI seeks up to $200bn valuation in next fundraising (Financial Times)
SpaceX to Invest $2 Billion Into Elon Musk’s xAI (WSJ)
Google exec: ‘We’re going to be combining ChromeOS and Android’ (The Verge)
'I think you see the future first on Android' – Google's Android leader Sameer Samat (TechRadar)
Moonshot AI’s Kimi K2 outperforms GPT-4 in key benchmarks — and it’s free (VentureBeat)
Eight Things We’ve Learned About Hollywood This Year (Bloomberg)
The Streaming Wars Come Down to 2: YouTube vs. Netflix (NYTimes)

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