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Chips, compute, and data centers
49 episodes on this, newest first. The companies and adjacent topics come from the same episodes.
Episodes on this topic
12 Key AI Trends That Will Rewrite the Rules of the World: Money, Power and the Future of HumansArtificial intelligence · OpenAI · United StatesWatch →Fable 5.1 Is Out. Claude Opened Its Memory. OpenAI Is Preparing Astra — What Is Changing in the New AI Race?OpenAI · Anthropic · ClaudeWatch →Will the Best AI Models Become a Luxury? Tokens, Limits, and the Price of AccessGPT-5.6 Sol · Codex · TokenizationWatch →ChatGPT or Claude: Which System Will Become the Main Interface for Work and Life?OpenAI · ChatGPT · AnthropicWatch →AI Is Accelerating Its Own Development: AGI Will Come Not From One Breakthrough, but From a Loop in Which Each Model Helps Build the NextArtificial general intelligence · Anthropic · Dario AmodeiWatch →ChatGPT at the Doctor, Claude With a Passport, and 32% Fewer Openings: AI Became Reality Before the Market Agreed on RulesChatGPT · Claude · CodexWatch →80% of Investment Went to OpenAI and Anthropic: The Market Looks Broad, but the Center of the New Economy Is Already Very NarrowOpenAI · Anthropic · Mistral AIWatch →What Will Happen to Our Access to ChatGPT and Claude After Their IPOs. The Main AI NewsChatGPT · Codex · AnthropicWatch →Who Owns the AI World Now? The Top News Straight from Silicon ValleyGoogle · OpenAI · CodexWatch →Musk Lost to OpenAI, but the Trial Exposed What Had Been Kept Quiet for 11 YearsOpenAI · Elon Musk · MicrosoftWatch →AI Is Getting More Expensive, Access Is Narrowing, and Investment Is Rising: The Free Magic Is EndingGoogle · OpenAI · ChatGPTWatch →While OpenAI Scales Back Sora, Google and Anthropic Are Turning Legacy Software Into an Unnecessary LayerGoogle · OpenAI · AnthropicWatch →A New Voice and Call Recording Make ChatGPT a Participant in the Meeting—While Sources Turns Projects Into Working MemoryOpenAI · ChatGPT · AnthropicWatch →China Is Disrupting the AI Market Not With One Model, but With Patents, Data, Energy, and Deployment SpeedChina · Anthropic · OpenAIWatch →“Code Red” at OpenAI: Google Applies Product Pressure While Social Programs Buy Time and InfluenceOpenAI · Google · NVIDIAWatch →Mission Genesis Turns AI Into a Government Project Where Electricity Is the Main ResourceGoogle · OpenAI · ChatGPTWatch →A Trillion-Dollar OpenAI, a Social-Media Ban for Children, and a Home Robot: One Market Is Selling the Promise Before the ProductOpenAI · Elon Musk · Artificial intelligenceWatch →OpenAI Is Building a Labor Market, DeepSeek Is Preparing a New Model, and Compute Scarcity Is Becoming the Main EmployerOpenAI · DeepSeek · Artificial intelligenceWatch →Flying Cars and 6G Are Impressive, but Search, Parental Controls, and Chips Will Shape the Near FutureApple · OpenAI · TeslaWatch →Meta’s Moderation Failure Shows That Friendly AI Can Be Dangerous Precisely Because People Trust ItMeta · China · GoogleWatch →Grok 4 Is Impressive in Speed and Ambition, but a Work Tool Is Not Defined by a BenchmarkGrok · OpenAI · Grok 4Watch →AI Search, Grok in Telegram, and Stargate: The Market Is Forming Around a New IntermediaryGoogle · OpenAI · GrokWatch →The US Decided to Sell NVIDIA to the World So the World Would Not Learn to Live Without NVIDIAUnited States · China · NVIDIAWatch →AI Now Helps People Pass Interviews and Check Candidates—So Trust in Tests Is Collapsing From Both SidesOpenAI · China · GoogleWatch →o3 Unified OpenAI’s Tools but Did Not Solve the Main Problem—Confident HallucinationsOpenAI o3 · OpenAI · ChinaWatch →Half a Trillion Dollars for AI Does Not Eliminate the Main Shortage—People Who Can Build a ProductArtificial intelligence · NVIDIA · GoogleWatch →The US, China, and Europe Are Regulating AI for Three Different GoalsChina · United States · OpenAIWatch →Chinese Models Are Advancing Through Freedom of Choice, Not the Quality of a Single AnswerDeep Research · Apple · OpenAIWatch →DeepSeek Did Not Kill NVIDIA—It Made Powerful AI Cheaper and Expanded the Chip MarketOpenAI · DeepSeek · NVIDIAWatch →The $500 Billion Stargate: AI Is Becoming a National Industrial ProgramDonald Trump · OpenAI · Elon MuskWatch →The Data Is Running Out, and AI Has to Learn From ItselfArtificial intelligence · OpenAI · GoogleWatch →Twelve AI Trends Reduce to One: The Technology Is Becoming InfrastructureOpenAI · Google · Artificial intelligenceWatch →Sora, Video Chat, and a $56 Billion Court Case: Technology Accelerates, but People Still Make the RulesElon Musk · Tesla · OpenAIWatch →China Could Win the Robotics Race While the United States Debates the Next ModelChina · United States · OpenAIWatch →When Gemini Told a Person to Die, the Problem Was Not ‘Evil AI’ but the Absence of AccountabilityElon Musk · Google · OpenAIWatch →Elon Musk Is Building AI as an Industrial Project: One Hundred Thousand GPUs, Tesla, SpaceX, and the Price of ScaleElon Musk · Tesla · NVIDIAWatch →AGI by 2030 Is Constrained by More Than Models—It May Run Out of ElectricityGoogle · Large language model · ChinaWatch →Twenty-Eight AI Startups and One Central Question: Where Is the Real Business?Artificial intelligence · NVIDIA · RoboticsWatch →Rockets, Drones, and Electric Vehicles: The Future Runs Into Economics and the Cost of FailureSpaceX · China · United StatesWatch →China Is Not Merely Catching Up in AI—It Is Building Its Own Technology SystemChina · Google · Artificial intelligenceWatch →The Entire Tech Industry Talks About ChatGPT, Yet Outside the Bubble Surprisingly Few People Know What to Do With ItNVIDIA · Elon Musk · AppleWatch →Apple Has Put AI Into the iPhone, but the Biggest Risk Is Not SiriApple · OpenAI · SamsungWatch →ChatGPT Is Already Useful in Everyday Life, but the Industry Still Cannot Turn AI Into a Proper ProductOpenAI · Tesla · ChatGPTWatch →NVIDIA Became the Symbol of the AI Boom, but the Market Is Already Crowded With Products That Have No Real DefensibilityMicrosoft · NVIDIA · AppleWatch →The US vs. China, Google vs. Microsoft, Anthropic vs. ChatGPT: Who Really Controls the AI RaceOpenAI · Google · Y CombinatorWatch →AI Is No Longer Just a Chatbot. It Is Replacing Workplace SoftwareOpenAI · Anthropic · Elon MuskWatch →Russia’s 31st Place in AI Is Not a Verdict, but Without Compute, Capital, and Mass Adoption the Ranking Will Not ChangeRussia · United States · OpenAIWatch →You Can Build Your Own AI Agent Without Programming—but You Still Have to Design the TaskLarge language model · Model Context Protocol · ClaudeWatch →A No-Code AI Agent: The Model Gets Tools and Begins to Do the WorkClaude · Model Context Protocol · Large language modelWatch →
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