The AI Incentives Game

The AI Incentives Game

Stargate gets off the ground, or at least, announces it is. What if OpenAI leases the chips from Nvidia instead of buying them. I go a bit deep in this episode in terms of the incentives behind all these AI moves. And what happens if AI makes translation as ubiquitous as spell check? OpenAI Teams Up With Oracle and SoftBank to Build 5 New Stargate Data Centers (Wired) In OpenAI Megadeal, Nvidia Discusses a New Business Model: Chip Leasing (The Information) Nvidia’s $100bn bet on ‘gigantic AI factories’ to power ChatGPT (FT) Alibaba Shares Soar After Hiking AI Budget Past $50 Billion (Bloomberg) VCs to AI Startups: Please Take Our Money (Bloomberg) Disney+, Hulu, ESPN to Hike Prices Again in October (The Wrap) WhatsApp adds built-in text translations on iPhone and Android (The Verge)

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Avsnitt(2440)

Is Elon Musk Coming For Your Phone Plan?

Is Elon Musk Coming For Your Phone Plan?

Fired OpenAI safety researchers disputed their dismissals and OpenAI pushed back. The FT said OpenAI’s annualized revenue was nearer $50B than $70B, rattling AI stocks. SpaceX bought spectrum to take ...

9 Okt 22min

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

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