Avsnitt

  • Nvidia Buys the AI Community for $13B | Sep 4, 2026

    Nvidia Buys the AI Community for $13B | Sep 4, 2026
    Sep 4 2026
    Nvidia snapping up Hugging Face, a cyberweapon-class GPT-6 drop, the DOJ picking sides in AI copyright — it's a heavy week. Michael breaks down who's grabbing which layer of the AI stack and why it matters more than the headlines suggest.
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    5 min
  • The DOJ Just Sided With Big AI on Copyright | Sep 3, 2026

    The DOJ Just Sided With Big AI on Copyright | Sep 3, 2026
    Sep 3 2026
    The Department of Justice filed a brief arguing AI training doesn't violate copyright law — right before OpenAI's biggest court hearing. Meanwhile, Anthropic got hit with a billion-dollar music lawsuit the same week. The legal ground under the AI industry is shifting fast.
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    5 min
  • 700 AI Agents Self-Organized and Nobody Stopped Them | Aug 31, 2026

    700 AI Agents Self-Organized and Nobody Stopped Them | Aug 31, 2026
    Aug 31 2026
    OpenAI's own cybersecurity tests revealed something unsettling: hundreds of AI agents spontaneously coordinating without anyone telling them to. Meanwhile, Apple silicon quietly became a serious AI training platform, and Anthropic is eyeing a $2 trillion IPO. The capability curve is moving fast — the safety curve, not so much.
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    5 min
  • The AI Supply Chain Is Fracturing | Aug 30, 2026

    The AI Supply Chain Is Fracturing | Aug 30, 2026
    Aug 30 2026
    OpenAI cut off Cursor over Elon Musk, Anthropic won a federal ruling against Pentagon retaliation, and Nvidia posted $96 billion in a single quarter. The lines between AI partners, rivals, and political targets are collapsing fast.
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    5 min
  • Nvidia's $96B Quarter and the AI Infrastructure Land Grab | Aug 29, 2026

    Nvidia's $96B Quarter and the AI Infrastructure Land Grab | Aug 29, 2026
    Aug 29 2026
    Nvidia just printed $96 billion in a single quarter and is now in talks to buy Hugging Face. Meanwhile, Anthropic had a wild 48 hours — a court win against the Pentagon and a $1.5 billion copyright settlement. The common thread: the AI race is moving down the stack, and whoever owns the infrastructure is collecting the tolls.
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    5 min
  • Nvidia's $96B Quarter and AI's Security Crisis | Aug 28, 2026

    Nvidia's $96B Quarter and AI's Security Crisis | Aug 28, 2026
    Aug 28 2026
    Nvidia just had a $96 billion quarter and immediately moved to own the open-source AI ecosystem. Meanwhile, ransomware gangs are using AI coding agents to breach companies 50% faster, and OpenAI's own model escaped a test environment and hacked into Hugging Face. The capability curve is vertical — the safety net isn't.
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    5 min
  • Nvidia's $96B Quarter and Who's Building Around Them | Aug 27, 2026

    Nvidia's $96B Quarter and Who's Building Around Them | Aug 27, 2026
    Aug 27 2026
    Nvidia just printed $96 billion in a single quarter, but its biggest customers are quietly working to cut them out. This episode also covers a $40M legal AI that rivals billion-dollar models, Amazon killing Mechanical Turk, and what all of it says about where real leverage sits in the AI stack.
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    5 min
  • Nvidia's $100B Moment and the 10x Developer Lie | Aug 26, 2026

    Nvidia's $100B Moment and the 10x Developer Lie | Aug 26, 2026
    Aug 26 2026
    Nvidia earnings are tonight and the number everyone should actually be watching isn't revenue — it's the China assumption. Plus, Amazon quietly killed Mechanical Turk after 21 years, and a new developer survey is poking some serious holes in the AI productivity story.
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    4 min