Has China Shut The Door On Nvidia?

Has China Shut The Door On Nvidia?

We talked recently about how Nvidia wasn’t home free in China just yet, and low and behold, they’re stopping H20 chip production over Chinese concerns. Did Elon Musk talk to Mark Zuckerberg about buying OpenAI together? And of course, the Weekend Longreads Suggestions. Links: Nvidia Orders Halt to H20 Production After China Directive Against Purchases (The Information) Meta Signs $10 Billion-Plus Cloud Deal With Google (The Information) Elon Musk tried to enlist Mark Zuckerberg in $100bn bid for OpenAI (Financial Times) OpenAI Is Challenging Google—While Using Its Search Data (The Information) Weekend Longreads Suggestions: He Sold His Likeness. Now His Avatar Is Shilling Supplements on TikTok. (NYTimes) Bill Gates meets Willy Wonka: How Epic’s 82-year-old billionaire CEO, Judy Faulkner, built her software factory (CNBC) Mutant Podcast Army Fantasy Football League Link poyeg1

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Episoder(2439)

Are AI Labs Trying to Break Encryption?

Are AI Labs Trying to Break Encryption?

Scott Aaronson said AI labs had started testing whether their newest models could break cryptography, and Vitalik Buterin urged taking it seriously. Anthropic launched Haiku 5.5, Google unveiled a uni...

8 Okt 21min

Did OpenAI's Secret Model Just Crack Math?

Did OpenAI's Secret Model Just Crack Math?

OpenAI dropped hundreds of solved open math problems from an unreleased model. HBO Max and Paramount Plus agreed to become one streamer. Apple's smart home push leaked, including LG-branded gear. Ring...

7 Okt 20min

Le Chonk

Le Chonk

Nvidia-backed Reflection unveiled Beam, a US open-weights model taking on Chinese labs. Plus, SemiAnalysis said Claude subscriptions were a better deal than OpenAI's, Meta and Microsoft cut back on Cl...

6 Okt 21min

Why Did Another OpenAI Safety Insider Quit?

Why Did Another OpenAI Safety Insider Quit?

An ex-OpenAI safety staffer quit, saying AI labs needed to get it right the first time. Plus, Western open-weight models were coming, Meta's Muse kept a page on everyone you know, SpaceXAI got renamed...

5 Okt 21min

Did OpenAI Fire Its Whistleblowers?

Did OpenAI Fire Its Whistleblowers?

OpenAI fired three researchers for allegedly sharing sensitive info with an AI safety group, and the whistleblower talk started. Cloudflare launched Clef to challenge Jev, Suno added Speech, and Slove...

2 Okt 21min

Is Gemini 4 Argon Just Benchmaxxing?

Is Gemini 4 Argon Just Benchmaxxing?

Google unveiled Gemini 4 Argon, which you and I can't use yet, and insiders say it's weaker in practice than on benchmarks. Amazon refreshed the Kindle, Samsung quietly hiked Galaxy S26 prices, and Mc...

1 Okt 21min

Dippin Dots

Dippin Dots

Trump got the big AI companies to sign a voluntary, "morally binding" safety accord. OpenAI's DevDay delivered Dots, always-on agents, plus GPT-6.1 Sol and a play to make ChatGPT the new app store. Am...

30 Sep 20min

We Have The Anthropic IPO Numbers

We Have The Anthropic IPO Numbers

Anthropic's IPO prospectus finally surfaced: a $42B net loss on $4.6B in revenue, a quarter of it from two customers. OpenAI scrapped GPT-6.1 Astra over safety, Oura postponed its IPO, and I wondered ...

29 Sep 22min

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