The AI Concern Committee Is Back

The AI Concern Committee Is Back

More on the circular nature of the recent AI deals. AI now accounts for more debt issuance than US banks. AI companies consider using the billions they’ve raised to pay off lawsuits since they can’t get insurance. Another way OpenAI is the new Microsoft. And at the end? Look at that! A non-AI story! OpenAI, Nvidia Fuel $1 Trillion AI Market With Web of Circular Deals (Bloomberg) Nvidia’s Huang says he’s surprised AMD offered OpenAI 10% of company in ‘clever’ deal (CNBC) At $1.2 Trillion, More High-Grade Debt Now Tied to AI Than Banks (Bloomberg) Without data centers, GDP growth was 0.1% in the first half of 2025, Harvard economist says (Fortune) Insurers balk at multibillion-dollar claims faced by OpenAI and Anthropic (Financial Times) OpenAI Sneezes, and Software Firms Catch a Cold (Wired) Amazon Pharmacy introduces kiosks that can quickly dispense medications at the doctor’s office (GeekWire) Learn more about your ad choices. Visit megaphone.fm/adchoices

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OpenAI Grabs OpenClaw’s Creator

OpenAI Grabs OpenClaw’s Creator

OpenClaw’s creator is joining OpenAI, but the OpenClaw project lives on. The AI-caused memory shortage might delay the next Playstation. Is the Pentagon about to cut ties with Anthropic? And Vitalik B...

16 Helmi 20min

How To AI With WSJ's Chris Mims

How To AI With WSJ's Chris Mims

Buy Chris' book: How To AI Learn more about your ad choices. Visit megaphone.fm/adchoices

14 Helmi 52min

Anthropic Makes Its Move

Anthropic Makes Its Move

Anthropic raises the second largest financing round of all time. Other AI players are beginning to show hockey stick revenue growth. Meta wants to add facial recognition to its glasses. Ring pulls bac...

13 Helmi 19min

Pour Moi, C'est Le Déluge

Pour Moi, C'est Le Déluge

Aaannddd…. Right on time here come the Chinese AI models. Elon Musk kicks off a major reorg of xAI. Google is warning of AI distillation attacks. New Waymo cars hit the road. And another interesting A...

12 Helmi 21min

The “Covid Moment” For AI?

The “Covid Moment” For AI?

Forget the ChatGPT moment, is this the “Covid Moment” for AI, the moment when everything has changed its just that not everyone knows it yet? More weird musical chairs at the AI companies. TikTok but ...

11 Helmi 21min

AI: Better, Faster, Stronger… Or Just Working Harder?

AI: Better, Faster, Stronger… Or Just Working Harder?

So, have you hit the ads in ChatGPT yet, cause they’re there. Spotify comes out of nowhere with killer good earnings. The coming tidal wave of Chinese AI launches. The coming deluge of social media tr...

10 Helmi 19min

The AI Superbowl

The AI Superbowl

Sam Altman assures staff that OpenAI has a good week, but is Anthropic definitively growing faster at this point? Is the CapEx spend about to eat ALL of Silicon Valley’s free cashflow while Apple sits...

9 Helmi 20min

Piracy Is Back!

Piracy Is Back!

Claude Opus 4.6 arrives to crown Anthropic’s very good week, at least, for them it was good. You thought tech was spending big to build out for AI, but this week we’ve seen how big. Crypto seems to ha...

6 Helmi 22min

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