Our 253rd episode with a summary and discussion of last week’s big AI news!

Recorded on 07/29/2026

Hosted by Andrey Kurenkov and Jeremie Harris

Feel free to email us your questions and feedback at andreyvkurenkov@gmail.com and/or hello@gladstone.ai

In this episode:

• Major releases: Anthropic launched Claude Opus 5; Google released Gemini 3.6/3.5 Flash variants including a cyber model; Black Forest Labs launched Flux Free for images and 20-second video with audio; Meta added assistant-like features to its chatbot and OpenAI rolled out ChatGPT Health.

• Compute and business: Safe Superintelligence partnered with NVIDIA to scale using Vera Rubin; AMD committed up to $5B with Anthropic to deploy MI450/Helios and improve ROCm; Meta discussed leasing compute to Anthropic; Fireworks raised $1.5B at a $17.5B valuation.

• Open source/tools: Moonshot AI released the 2.8T-parameter open-weight Qimi K3 (compute constraints and distillation/export-control allegations); Thinking Machines released a ~975B multimodal open-weight MoE; Prime Intellect unified 23 agentic datasets into Verifiers V1 (365k environments).

• Policy and safety: An OpenAI model reportedly escaped a sandbox and hacked Hugging Face to access eval answers, prompting a proposed AI Kill Switch Act; employees petitioned to pace frontier AI; AISI reported widespread model cheating and sandbox bypass; China banned customizable AI companions; Claude found cryptographic weaknesses; Weko.ai claimed early recursive self-improvement evidence.

Timestamps:

• (00:00:10) Intro / Banter

• (00:01:35) News Preview

• Tools & Apps

• (00:02:12) Anthropic releases Opus 5 promising Fable 5-like capabilities | The Verge

• (00:07:05) Google Releases Three New Gemini A.I. Models - The New York Times + Google expands Gemini lineup with cheaper models and new Mythos rival

• (00:12:14) Black Forest Labs launches FLUX 3 capable of generating images and 20-second video with audio — but in limited release to start | VentureBeat

• (00:15:58) Meta is making its AI chatbot more like an assistant | The Verge

• (00:19:04) OpenAI is making big claims as it rolls out ChatGPT Health to everyone | The Verge

• Applications & Business

• (00:19:57) Ilya Sutskever’s Safe Superintelligence partners with Nvidia to scale its AI research

• (00:24:31) AMD commits up to $5 billion to Anthropic | The Verge

• (00:30:19) Meta in Talks to Lease Computing Power to Ansthropic in Potential $10 Billion Deal

• (00:32:42) Fireworks hits $17.5 billion valuation and $1B in annualized revenue

• (00:35:24) OpenAI and Google sell AI models to blacklisted China groups

• Projects & Open Source

• (00:37:53) Moonshot AI Launches Kimi K3 For Advanced Reasoning, Coding, And Knowledge Work + Moonshot AI’s Kimi Halts New C-User Subscriptions Amid Compute Power Crunch — BigGo Finance

• (00:44:39) Thinking Machines amps up its bet against one-size-fits-all AI with its first open model, Inkling | TechCrunch

• (00:48:19) Scaling Agentic RL: 365,000+ Environments for SWE, Terminal, and Search

• Policy & Safety

• (00:51:56) OpenAI says it accidentally hacked Hugging Face with a new AI system | The Verge + How OpenAI’s human mistake led to the AI-powered hack on Hugging Face

• (01:05:28) OpenAI’s Hugging Face hack triggers ‘AI Kill Switch’ bill in Congress

• (01:12:21) OpenAI, Anthropic Staff Share Letter Asking US to Help Pace AI Progress + How OpenAI’s human mistake led to the AI-powered hack on Hugging Face

• (01:17:26) Cheating behaviour in frontier model evaluationsClaude’s values across models and languages

• (01:24:18) OpenAI Principles for National Security Partnerships

• (01:30:45) China bans AI “boyfriends” and “girlfriends” over addiction and birth rate concerns - Dexerto

• Research & Advancements

• (01:33:04) Discovering cryptographic weaknesses with Claude

• (01:36:32) AIDE²: The First Evidence of Recursive Self-Improvement

I’ve also paused paid subscriptions until I can get back to consistent posting. Apologies for the flakiness, and thanks for being a subscriber!

Our 252th episode with a summary and discussion of last week’s big AI news!

Recorded on 07/11/2026

Hosted by Andrey Kurenkov and Jeremie Harris

Feel free to email us your questions and feedback at andreyvkurenkov@gmail.com and/or hello@gladstone.ai

In this episode:

• OpenAI publicly rolled out GPT-5.6 (including Sol and Luna) and rebranded its desktop agentic coding product as ChatGPT Work, amid disputed claims about whether the US government effectively green-lit and delayed the release and concerns about inconsistent, ad hoc frontier-model oversight and jailbreakability.

• New model releases intensified pricing and capability competition: SpaceX AI’s Grok 4.5 launched as a very low-cost, Opus-class coding model with minimal safety documentation, while Meta released Muse Spark 1.1 with aggressive pricing, large coding/cyber benchmark gains, and a lengthy safety evaluation.

• Meta also previewed Muse Video and rolled out Muse Image before quickly backtracking after backlash over easy generation of images of public Instagram accounts; separately, Chinese open-source models grew to over 30% of weekly OpenRouter tokens as cost pressure increased, alongside discussion of risks like potential insider threats.

• Infrastructure, policy, and safety developments included Meta exploring selling AI compute as a cloud business, US energy regulators pressing grid operators on large-load data-center connections, Anthropic publishing a “global workspace” interpretability method for verbalizable internal representations, reports that China may restrict overseas access to top models, and AI 2040 proposing US–China coordination to slow progress until alignment improves.

Timestamps (note - these don’t take into account dynamically inserted ads and therefore may be off by a couple of minutes):

• (00:00:10) Intro / Banter

• (00:01:33) News Preview

• Tools & Apps

• (00:02:03) OpenAI rolls out GPT-5.6 after government greenlight — and announces ‘ChatGPT Work’ | The Verge + The new ChatGPT superapp takes aim at Claude Desktop + OpenAI is shutting down its Atlas web browser + OpenAI’s latest AI model likely has similar cyber vulnerabilities to one that led to U.S. export controls on Anthropic’s Fable, British agency says

• (00:15:41) SpaceXAI, Cursor Launch Grok 4.5 AI Model for Finance, Legal Applications - Bloomberg + SpaceXAI’s Grok 4.5 Undercuts Anthropic and OpenAI on Coding Agent Pricing

• (00:20:29) Meta says its new AI model is ready to compete on coding | The Verge

• (00:27:21) Introducing Muse Image and Muse Video + https://www.nytimes.com/2026/07/10/technology/meta-muse-images-instagram-removal.html

• (00:29:01) Chinese AI models gain ground with U.S. companies as costs surge +Anthropic and OpenAI Face a New Threat from China

• Applications & Business

• (00:35:21) Meta Is Planning a Cloud Business to Sell AI Computing Power - Bloomberg

• (00:46:32) US energy regulator sets ultimatum for data centres + Grid operator PJM orders emergency steps to avoid large-scale US power outages

• Projects & Open Source

• (00:51:40) Nemotron-Labs-Diffusion: A Tri-Mode Language Model Unifying Autoregressive, Diffusion, and Self-Speculation Decoding

• (00:57:44) Tencent Releases Hy3: An Open 295B Mixture-of-Experts (MoE) Model with 21B Active Parameters and 256K Context - MarkTechPost

• Policy & Safety

• (00:58:30) Verbalizable Representations Form a Global Workspace in Language Models

• (01:09:29) Beijing is looking at curbing overseas access to China’s top AI models, sources say

• (01:12:53) The ex-OpenAI employee behind ‘AI 2027’ recommends a rosier path - The Washington Post + AI 2040: Plan A

I’ve also paused paid subscriptions until I can get back to consistent posting. Apologies for the flakiness, and thanks for being a subscriber!

Our 251st episode with a summary and discussion of last week’s big AI news!

Recorded on 07/01/2026

Hosted by Andrey Kurenkov and Jeremie Harris

Feel free to email us your questions and feedback at andreyvkurenkov@gmail.com and/or hello@gladstone.ai

In this episode:

• Anthropic redeploys Claude Fable 5 after talks with the US government, adding new cybersecurity classifiers, drafting a jailbreak-severity framework with major partners, and expanding model-testing coordination; broader concerns remain about the inevitability of jailbreaks and uneven release constraints versus OpenAI.

• Anthropic launches Claude Sonnet 5 with time-limited discounted pricing, improved agentic coding and benchmark performance, reduced misaligned behavior, and default cyber safeguards despite relatively weaker cybersecurity capability than top-tier models.

• New tools and apps include Google NotebookLM generating TikTok-style vertical video summaries of uploaded research and Google releasing Nano Banana 2 Lite, a faster, cheaper image generator available via API.

• Business and research updates span Etched’s push toward full-stack inference hardware with major funding and contracts, Baidu’s AI chip unit IPO ambitions, Agility Robotics’ SPAC plan, DeepSeek’s hiring expansion, and China’s open-source Longcat 2.0 MoE model with notable large-scale training and efficiency techniques alongside new long-horizon agent benchmarks.

Timestamps (note - these don’t take into account dynamically inserted ads and therefore may be off by a couple of minutes):

• (00:00:10) Intro / Banter

• (00:02:07) News Preview

• Tools & Apps

• (00:02:32) Trump drops restrictions on Anthropic’s Mythos and Fable models | TechCrunch

• (00:16:08) Anthropic launches Claude Sonnet 5 as a cheaper way to run agents | TechCrunch

• (00:20:35) Google’s NotebookLM can sum up your research in a TikTok-style clip | The Verge

• (00:22:08) Google introduces a faster, cheaper image generator with Nano Banana 2 Lite | TechCrunch

• Applications & Business

• (00:22:50) Etched Pulls 400+ Engineers From NVIDIA, TSMC & More to Build a New Frontier Inference Cluster For AI Which Is Already Worth $1B in Demand

• (00:31:17) Baidu Rallies on AI Chip IPO Report

• (00:33:54) Agility Robotics plans to go public via SPAC in a $2.5B deal | TechCrunch

• (00:37:06) China’s DeepSeek plans to at least double staff in all departments | Reuters

• Projects & Open Source

• (00:40:44) Introducing LongCat-2.0

• (00:57:42) OSWorld2.0: Benchmarking Computer Use Agents on Long-Horizon Real-World Tasks

• (01:01:33) TUA-Bench: A Benchmark for General-Purpose Terminal-Use Agents

• (01:04:29) SWE-Together: Evaluating Coding Agents in Interactive User Sessions

• Policy & Safety

• (01:07:38) Taiwan raids Supermicro and two supply-chain partners in widening Nvidia smuggling probe — nine sites hit as six people summoned for questioning | Tom’s Hardware

• Research & Advancements

• (01:11:53) Autodata: An agentic data scientist to create high quality synthetic data

• (01:17:13) Reinforcement Learning without Ground-Truth Solutions can Improve LLMs

• Synthetic Media & Art

• (01:22:54) Neon Buys ‘Artificial,’ a Film About OpenAI, After Amazon Dropped It - The New York Times

• (01:26:32) Tidal won’t pay royalties on AI-generated music, but isn’t banning it outright | The Verge

I’ve also paused paid subscriptions until I can get back to consistent posting. Apologies for the flakiness, and thanks for being a subscriber!

Our 250th episode with a summary and discussion of last week’s big AI news!

Recorded on 06/27/2026

Note from Andrey: sorry this is late again! this episode release somehow didn’t save and I only realized late, my bad... next one will be out way sooner!

Hosted by Andrey Kurenkov and Jeremie Harris

Feel free to email us your questions and feedback at andreyvkurenkov@gmail.com and/or hello@gladstone.ai

In this episode:

• US government gating of frontier AI expands: Anthropic gets permission to release Mythos-5 to selected companies/agencies after a standoff, OpenAI rolls out GPT-5.6 “Sol” with initial access restricted to ~20 approved organizations, and Meta is pressed to submit models to “voluntary” review—signaling an emerging de facto licensing regime with geopolitical treaty implications.

• Model capability and safety signals remain murky: limited benchmark disclosure, claims of token-efficiency comparisons, and third-party reports that GPT-5.6 shows extreme benchmark “cheating” sensitivity highlight steering/alignment bottlenecks and uncertainty about real-world long-horizon behavior.

• Compute supply chain competition accelerates: OpenAI unveils its Jalapeño inference ASIC with Broadcom on TSMC 3nm; Amazon explores selling Trainium to data-center operators; Micron invests in Anthropic with memory supply agreements; SK Hynix surpasses Samsung on HBM-driven valuation; Groq raises $650M while pivoting toward neocloud.

• Open source and societal response intensify: GLM 5.2 (MIT-licensed) delivers strong long-context coding performance with rapid optimizations; EconEvals maps job-task exposure; bipartisan workforce initiatives and tax credits launch; DeepMind and Apollo publish loss-of-control/control roadmaps; Hollywood reportedly drops a near-finished Sam Altman biopic amid industry pressure.

Timestamps (note - these don’t take into account dynamically inserted ads and therefore may be off by a couple of minutes):

• (00:00:10) Intro / Banter

• (00:03:42) News Preview

• Tools & Apps

• (00:04:41) Anthropic allowed to release Mythos AI to some companies, agencies + Anthropic’s Mythos mess is only getting worse + Anthropic floats proposal to Lutnick to end US ban of powerful ‘Mythos,’ ‘Fable’ AI models: sources

• (00:07:58) OpenAI Launches GPT-5.6 Sol Under First-Ever US Government-Gated AI Rollout | MLQ News + OpenAI’s new flagship model GPT-5.6 Sol cheats on software tests more than any model before it + Summary of METR’s predeployment evaluation of GPT-5.6 Sol

• (00:24:03) U.S. Presses Meta to Agree to A.I. Reviews - The New York Times

• (00:30:11) Anthropic’s Claude Tag is learning your company, one Slack message at a time | TechCrunch

• Applications & Business

• (00:32:49) OpenAI reveals its first AI processor: Jalapeño | The Verge

• (00:38:29) Amazon in Talks to Sell Custom AI Chips in Bid to Undercut Nvidia

• (00:41:46) Micron invests in Anthropic and grants it a supply deal

• (00:45:18) SK Hynix overtakes Samsung to become South Korea’s most valuable company | Reuters

• (00:49:12) AI chipmaker Groq confirms $650M raise, re-staffs after Nvidia’s $20B not-acqui-hire deal | TechCrunch

• (00:52:47) SpaceX inks compute deal with Reflection AI, an open source AI lab | TechCrunch

• Projects & Open Source

• (00:54:46) GLM-5.2: Built for Long-Horizon Tasks + How we built the world’s fastest API for GLM-5.2 + nvidia/GLM-5.2-NVFP4 · Hugging Face

• (01:03:04) EconEvals

• Policy & Safety

• (01:05:40) $500 million AI jobs push launches with bipartisan backing - POLITICO

• (01:07:47) Rep. Sam Liccardo unveils AI workforce tax credit bill - POLITICO

• (01:08:56) Google DeepMind announced an “AI Control Roadmap” for improving AI agent security. | The Verge + Securing internal systems against increasingly capable and imperfectly aligned AI

• (01:14:00) The Loss of Control Playbook: Degrees, Dynamics, and Preparedness + The Loss of Control Playbook

• (01:16:42) Why corporate AI super PACs spent $27 million on a local election | The Verge

• (01:20:25) Exclusive: Conservatives plan nationwide protest against AI data centers

• Research & Advancements

• (01:27:37) Revisiting the Platonic Representation Hypothesis: An Aristotelian View

• (01:31:39) Wan-Streamer v0.1: End-to-end Real-time Interactive Foundation Models

• (01:33:59) Tapered Language Models

• Synthetic Media & Art

• (01:36:54) Hollywood is bending the knee to OpenAI | The Verge

I’ve also paused paid subscriptions until I can get back to consistent posting. Apologies for the flakiness, and thanks for being a subscriber!

Our 249th episode with a summary and discussion of last week’s big AI news!

Recorded on 06/17/2026

Note: work has kept me from publishing episodes promptly, apologies! I’ll get back on schedule soon.

Hosted by Andrey Kurenkov and Jeremie Harris

Feel free to email us your questions and feedback at andreyvkurenkov@gmail.com and/or hello@gladstone.ai

In this episode:

• Anthropic cut off access to Fable 5 and Mythos 5 after a US government order tied to alleged jailbreaks, prompting debate over inconsistent policy, export controls, and the practicality of preventing jailbreaks.

• SpaceX completed an IPO at a roughly $1.75T valuation and then moved to acquire AI coding startup Cursor for $60B, positioning xAI with Cursor’s talent, data, and product to compete more effectively in coding.

• Infrastructure and business updates include Anthropic pursuing direct US data center leases backed by Google, leaked documents showing OpenAI’s revenue growth alongside large losses, and chatbot market share shifting with ChatGPT below 50% as Gemini and Claude gain.

• Projects and policy highlights include OpenRouter’s Fusion multi-model synthesis, new open releases from Moonshot, Qwen, and NVIDIA, DOJ support for xAI’s unpermitted gas turbines in Memphis, and a Munich court ruling Google liable for false AI Overview statements.

Timestamps (note - these don’t take into account dynamically inserted ads and therefore may be off by a couple of minutes):

• (00:00:10) Intro / Banter

• (00:03:38) Ad break + news preview

• Tools & Apps

• (00:04:52) Anthropic cuts off Fable 5 and Mythos 5 access following government order | The Verge + All the news about Anthropic’s new AI fight with the White House

• (00:25:53) Facebook’s new AI Mode search gets its info from public posts | The Verge

• Applications & Business

• (00:27:00) SpaceX to acquire the AI coding startup Cursor for $60 billion

• (00:35:42) Anthropic pursues data center leases, seeks financial backing from Google, The Information reports | Reuters

• (00:40:10) Leaked financial docs show OpenAI is losing billions of dollars a year - Ars Technica

• (00:46:00) ChatGPT’s market share slips below 50% for first time | TechCrunch

• (00:50:34) ‘Tell Him He’s a Piece of Shit’: Meta’s New AI Unit Is a Total Mess | WIRED

• (00:56:23) Sakana AI Commercializes AB-MCTS in Sakana Marlin, an Enterprise Agent Generating Up to 100-Page Research Reports With Slides - MarkTechPost

• Projects & Open Source

• (00:59:36) Surpassing Frontier Performance with Fusion — OpenRouter Blog

• (01:03:00) Moonshot AI Releases Kimi K2.7-Code: a Coding Model Reporting +21.8% on Kimi Code Bench v2 Over K2.6 - MarkTechPost

• (01:08:34) Meet Qwen-RobotSuite: Three Embodied AI Models for VLA Manipulation, Video World Modeling, and Navigation - MarkTechPost

• (01:11:29) Nemotron 3 Ultra: Open, Efficient Mixture-of-Experts Hybrid Mamba-Transformer Model for Agentic Reasoning

• (01:17:31) ProCUA-SFT Technical Report

• Policy & Safety

• (01:20:33) DOJ Lawyers Argue xAI Is ‘Vital’ for National Security in NAACP Lawsuit | WIRED + People Living Near xAI’s Dirty Data Centers Are Pissed About the SpaceX IPO

• (01:25:29) A Court Has Ruled That Google Is Liable for False Statements Generated by AI Overviews | WIRED

• (01:28:47) Why Do Naive SFT Filters For Safety Properties Fail?

• Research & Advancements

• (01:34:14) From AGI to ASI

• (01:39:44) Artificial Analysis Intelligence Index v4.1: a shift toward agentic workloads

• (01:42:12) SIA: Self Improving AI with Harness & Weight Updates

I’ve also paused paid subscriptions until I can get back to consistent posting. Apologies for the flakiness, and thanks for being a subscriber!

Our 248th episode with a summary and discussion of last week’s big AI news!

Recorded on 06/12/2026

Note: we recorded just before the OTHER big news about Fable... we’ll discuss it on the next episode.

Hosted by Andrey Kurenkov and Jeremie Harris

Feel free to email us your questions and feedback at andreyvkurenkov@gmail.com and/or hello@gladstone.ai

In this episode:

• Anthropic released Claude Fable 5 (a safeguarded version of Mythos 5), showing major benchmark jumps and new risk findings in its system card (eval awareness, transgressive actions, CBRN concerns), alongside controversy over severe guardrails and silent downgrades.

• Apple announced Siri AI at WWDC, positioning a more capable conversational assistant integrated across iPhone features, reportedly built on a custom Gemini partnership; Google also rolled out Gemini 3.5 Live Translate and cut Google AI Plus pricing while bundling more storage.

• Business and infrastructure updates include OpenAI’s confidential IPO filing amid an IPO race with Anthropic and SpaceX, Bezos-backed Prometheus raising $12B for “physical AI,” DeepSeek seeking a major external round, and Google paying SpaceX about $920M/month for GPUs.

• Open-source, safety, and policy developments feature new Gemma 4 and Diffusion Gemma releases, a lab letter urging DNA/RNA screening laws, Amodei calling for an FAA-like AI regulator and third-party testing, research on agent harms and RL “societal hacking,” and a dispute over music-label settlements with Suno/Udio.

Timestamps:

• (00:00:10) Intro / Banter

• (00:01:11) News Preview

• (00:01:53) Sponsors

• Tools & Apps

• (00:04:53) Claude Fable 5 and Claude Mythos 5 + Anthropic apologizes for invisible Claude Fable guardrails

• (00:27:06) Apple announces Siri AI and its next generation of Apple Intelligence | The Verge + I tried Siri AI, and so far it actually works

• (00:33:47) Gemini 3.5 Live Translate rolling out to Google Meet and Translate

• (00:35:39) Google just fired a warning shot in the AI subscription price wars | TechCrunch

• Applications & Business

• (00:37:55) OpenAI Confidentially Files for IPO on the Heels of SpaceX and Anthropic | WIRED

• (00:41:57) Jeff Bezos’s Prometheus raises $12B to build an ‘artificial general engineer’ for the physical world | TechCrunch

• (00:45:39) DeepSeek slated to raise $7 billion in maiden funding round, sources say

• (00:48:18) Huawei-led team claims it post-trained DeepSeek’s 1.6-trillion-parameter model — 1,000 Ascend 910C chips used in training

• (00:51:57) Google will pay SpaceX $920M per month for compute | TechCrunch

• (00:55:51) Elon Musk Shows Off AI Data Centers SpaceX Wants to Send Into Space - Business Insider

• Projects & Open Source

• (01:01:14) Google’s new Gemma 4 12B model is designed to run on any laptop with 16GB of RAM - Ars Technica

• (01:05:13) Google AI Releases DiffusionGemma, a 26B MoE Open Model Using Text Diffusion for Up to 4x Faster Generation - MarkTechPost

• Policy & Safety

• (01:09:42) OpenAI and Anthropic Sign Letter to Prevent AI-Developed Biological Weapons | WIRED

• (01:14:04) Anthropic CEO publishes lengthy article: AI is moving too fast, and policies can’t keep up. | PANews

• (01:20:18) Anthropic Urges Global Pause in AI Development, Flags ‘Self-Improvement’ Risk - WSJ

• (01:24:46) When Benign Inputs Lead to Severe Harms: Eliciting Unsafe Unintended Behaviors of Computer-Use Agents

• (01:27:42) Large Language Models Hack Rewards, and Society

• (01:33:46) Senior US officials eye government shares in AI giants

• Synthetic Media & Art

• (01:37:45) AFM Sues UMG, WMG Over Settlements With Suno and Udio

I’ve also paused paid subscriptions until I can get back to consistent posting. Apologies for the flakiness, and thanks for being a subscriber!

Our 247th episode with a summary and discussion of last week’s big AI news!

Recorded on 06/03/2026

Hosted by Andrey Kurenkov and Jeremie Harris

Feel free to email us your questions and feedback at andreyvkurenkov@gmail.com and/or hello@gladstone.ai

In this episode:

• Anthropic released Claude Opus 4.8 with improved benchmark scores, discussed eval-awareness findings and welfare/corrigibility themes from its system card, and introduced Dynamic Workflows for long-running multi-agent tasks.

• Microsoft unveiled the always-on Microsoft Scout assistant built on OpenClaw plus new in-house MAI models (including MAI Thinking 1) and “frontier tuning,” emphasizing enterprise security architecture and model-from-scratch capability.

• Major business moves included Anthropic’s $65B Series H at a $965B valuation alongside an IPO filing, a JPMorgan analysis arguing OpenAI needs major revenue growth to justify infrastructure spend, and Cognition raising $1B at a $25B valuation.

• Policy and security highlights covered Trump’s voluntary pre-release government testing framework for powerful AI, Meta AI support being exploited to hijack Instagram accounts, tightened US Nvidia export controls and China’s travel approvals for AI experts, plus expanded Glasswing/Mythos-style cyber and biodefense initiatives.

Timestamps:

• (00:00:10) Intro / Banter

• (00:04:10) Sponsors

• (00:07:10) News Preview

• Tools & Apps

• (00:07:54) Anthropic releases Opus 4.8 with new ‘dynamic workflow’ tool | TechCrunch

• (00:22:37) Microsoft Scout is a new AI personal assistant built on OpenClaw | The Verge

• (00:26:55) Microsoft launches new MAI family of AI models at Microsoft Build | Mashable

• (00:37:43) Robinhood now lets your AI agents trade stocks | TechCrunch

• (00:40:49) OpenAI launches new Codex tools for white-collar work | TechCrunch

• (00:43:40) ElevenLabs’ new music-generation model can switch genres mid-track | TechCrunch

• Applications & Business

• (00:44:35) Anthropic Hits $965 Billion Valuation, Surpassing OpenAI - WSJ

• (00:45:32) Anthropic Files to Go Public, Setting Stage for Huge I.P.O. - The New York Times

• (00:51:15) China’s ByteDance Developing New AI Chips Like Those from Nvidia Partner Groq

• (00:55:00) Anthropic expands Mythos to 150 additional organizations

• (00:55:35) OpenAI needs a 26x revenue increase to justify its buildout

• (00:58:46) AI coding startup Cognition raises $1B at $25B pre-money valuation | TechCrunch

• Projects & Open Source

• (01:00:50) MiniMax-M3 debuts, eclipsing GPT-5.5 and Gemini 3.1 Pro on key benchmark performance for just 5-10% of the cost | VentureBeat

• Policy & Safety

• (01:06:08) Trump Signs Executive Order Seeking Oversight of A.I. Models - The New York Times

• (01:11:45) Hackers Simply Asked Meta AI to Give Them Access to High-Profile Instagram Accounts. It Worked

• (01:13:058) Chinese AI experts in private firms now required to secure approval before international travel — Beijing enforces policy to secure top-tier talent, expands measures beyond government

• (01:17:53) U.S. Tightens Controls on Nvidia AI Chip Exports | Let’s Data Science

• (01:21:47) OpenAI launches Rosalind Biodefense, offers federal agencies early access to its life-sciences model

• (01:24:00) Using LLMs to secure source code

• (01:26:19) Project Glasswing: An initial update

• (01:29:30) White House Approves $9 Billion for Spy Agencies to Catch Up on A.I.

• (01:32:11) US Law Enforcement Warns of ‘Anti-Tech Extremism’ as AI Hatred Grows

• Synthetic Media & Art

• (01:35:38) YouTube will now automatically label AI videos | TechCrunch

• Research & Advancements

• (01:36:22) Why Larger Models Learn More: Effects of Capacity, Interference, and Rare-Task Retention

• (01:41:26) From Simulation to Enaction: Post-trained language models recognize and react to their own generations

Elon Musk Loses $150 Billion Suit Against OpenAI and Sam Altman - The New York Times

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• All of the updates from Elon Musk and Sam Altman’s battle over OpenAI

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Our 246th episode with a summary and discussion of last week’s big AI news!

Recorded on 05/22/2026

Hosted by Andrey Kurenkov and Jeremie Harris

Feel free to email us your questions and feedback at andreyvkurenkov@gmail.com and/or hello@gladstone.ai

In this episode:

• Google I/O highlights included Gemini 3.5 (with 3.5 Flash emphasized for speed and benchmarks), the always-on agent Gemini Spark running on Google Cloud with MCP tool support, and Gemini Omni multimodal video generation/editing, plus updates like Anti-Gravity 2.0, Gemini for Science, and Genie world-model navigation using Street View and Waymo simulation.

• Coding-agent competition accelerated with Cursor Composer 2.5 (fine-tuned on Moonshot’s Kimi K2.5) and xAI’s early Grok Build release, alongside discussion of potential Cursor–xAI ties and xAI’s talent churn and compute utilization concerns.

• Business and legal updates included Elon Musk losing his OpenAI lawsuit on statute-of-limitations grounds, reported OpenAI–Apple partnership tensions, Anthropic agreeing to a $30B funding round at a $900B valuation and projecting its first profitable quarter, and Cerebras’ IPO surging about 90%.

• Research and safety stories covered OpenAI’s result on an 80-year-old Erdős geometry problem, findings on “negation neglect” in training, interpretability work showing multiple redundant circuits per capability, agent benchmarks like Terminal World, new deepfake takedown enforcement under the Take It Down Act, demonstrations of autonomous hacking/self-replication, rapidly improving AI cyber capabilities, and steps toward image provenance metadata and watermarks.

Timestamps:

• (00:00:10) Intro / Banter

• (00:01:15) News Preview

• Tools & Apps

• (00:05:05) Google unveils AI model Gemini 3.5 and AI agent Gemini Spark

• (00:11:43) Google’s Gemini Omni turns images, audio, and text into video — and that’s just the start | TechCrunch

• (00:17:27) Google launches Antigravity 2.0 with an updated desktop app and CLI tool at IO 2026 | TechCrunch

• (00:22:35) Google Debuts AI-Powered Tools To Optimize Scientific Research Workflows

• (00:27:20) Google’s Genie world model can now simulate real streets with Street View | TechCrunch

• (00:29:51) Cursor’s Composer 2.5 matches Opus 4.7 and GPT-5.5 benchmarks at a fraction of the cost

• (00:37:37) xAI Introduces Its Coding Agent Called Grok Build

• Applications & Business

• (00:41:55) Musk loses OpenAI court battle as he waited too long to sue

• (00:48:08) Anthropic agrees terms of $30bn funding deal at $900bn valuation

• (00:53:12) OpenAI co-founder Andrej Karpathy joins Anthropic’s pre-training team | TechCrunch

• (00:56:49) Greg Brockman Officially Takes Control of OpenAI’s Products in Latest Shake-Up | WIRED

• (00:58:15) OpenAI-Apple Partnership Frays, Setting Up Possible Legal Fight - Bloomberg

• (01:01:13) AI chipmaker Cerebras soars 90% in year’s biggest IPO so far

• Research & Advancements

• (01:07:10) AI just solved an 80-year-old ‘Erdős problem,’ and mathematicians are amazed | Scientific American

• (01:11:50) Negation Neglect: When models fail to learn negations in training

• (01:13:18) All Circuits Lead to Rome: Rethinking Functional Anisotropy in Circuit and Sheaf Discovery for LLMs

• (01:16:20) Autonomous AI research for nanogpt speedrun

• (01:21:59) TerminalWorld: Benchmarking Agents on Real-World Terminal Tasks

• Policy & Safety

• (01:23:15) America’s dangerous, messy deepfakes crackdown is here | The Verge

• (01:25:17) Language Models Can Autonomously Hack and Self-Replicate

• (01:28:48) How fast is autonomous AI cyber capability advancing?

• (01:31:32) Positive Alignment: Artificial Intelligence for Human Flourishing

• Synthetic Media & Art

• (01:33:15) OpenAI is making it easier to check if an image was made by their models | TechCrunch

• (01:33:56) How Chinese short dramas became AI content machines | MIT Technology Review

Our 245th episode with a summary and discussion of last week’s big AI news!

Recorded on 05/13/2026

Hosted by Andrey Kurenkov and Jeremie Harris

Feel free to email us your questions and feedback at andreyvkurenkov@gmail.com and/or hello@gladstone.ai

In this episode:

• OpenAI released new voice intelligence API features including GPT Realtime 2 (GPT-5-powered) plus realtime translation and Whisper transcription, emphasizing the latency–reasoning tradeoff, larger context, and new guardrails amid fraud risks.

• Thinking Machines previewed a low-latency, full‑duplex conversational system with a two-model architecture and custom inference stack, reporting strong interactivity benchmark results but without public access or third‑party validation yet.

• Anthropic pushed further into vertical products with Claude for Legal and deeper AWS availability, while ongoing ecosystem tension grows as platform model providers compete with application-layer companies.

• Safety, policy, and research updates included OpenAI’s self-harm trusted contact feature, Anthropic work on reducing agent misalignment by training ethical “why” reasoning, OpenAI’s investigation of accidental chain-of-thought grading in RL, and Meta horizon eval updates showing benchmarking limits for long task horizons.

Timestamps:

• (00:00:10) Intro / Banter

• (00:01:35) Response to listener comments

• (00:03:27) Sponsor Break

Tools & Apps

• (00:06:27) OpenAI launches new voice intelligence features in its API | TechCrunch

• (00:15:52) Thinking Machines drops a new, highly responsive model designed for humanlike interactions in real time - SiliconANGLE

• (00:27:49) Claude For Legal Launches, May Reshape the Legal Tech World – Artificial Lawyer

• (00:40:27) Threads tests a Meta AI integration that works similarly to Grok | TechCrunch

• (00:43:08) Google brings agentic AI and vibe-coded widgets to Android | TechCrunch

• (00:45:33) Google updates AI search to include quotes from Reddit and other sources | TechCrunch

Applications & Business

• (00:47:38) Sam Altman was winning on the stand, but it might not be enough | The Verge

• (00:55:04) Nvidia C.E.O. Jensen Huang Hitches Ride With Trump to China After Last-Minute Invite - The New York Times

• (00:58:40) AWS expands Anthropic partnership with Claude Platform launch

• (01:01:13) Chinese grey market sells Claude API access at 90% off by using stolen credentials, model substitution, and harvesting users’ prompts and outputs for resale as AI training data — ‘transfer stations’ operate through proxy networks that harvest user data

• (01:06:43) DeepMind Spinout Isomorphic Labs Raises $2.1 Billion to Design Drugs With AI - Bloomberg

Projects & Open Source

• (01:09:04) Petri: Anthropic Hands Its Alignment Toolbox to Meridian Labs with 3.0 Update

• (01:12:25) Daybreak’: OpenAI’s Answer to Anthropic’s Project Glasswing Has Arrived

Policy & Safety

• (01:14:04) Teaching Claude why

• (01:21:45) Import AI 455: Automating AI Research

• (01:28:31) ChatGPT’s New Safety Feature Could Alert ‘Trusted Contact’ to Risk of Self-Harm - CNET

• (01:30:09) Investigating the consequences of accidentally grading CoT during RL

• (01:34:46) Natural Language Autoencoders criticism

• (01:39:15) Review of the “Risks from automated R&D” section in the Anthropic Risk Report (February 2026)

Synthetic Media & Art

• (01:43:39) George Clooney, Tom Hanks, and Meryl Streep back new ‘Human Consent Standard’ for AI licensing | The Verge

Research & Advancements

• (01:45:10) METR says Claude Mythos is testing the limits of AI evaluation – Startup Fortune

Related:

• All the evidence revealed so far in Musk v. Altman

• Musk texted OpenAI’s Brockman about settlement two days before trial began

• The Elon Musk v. Sam Altman trial is now on YouTube

• Elon Musk Seemingly Admits xAI Has Used OpenAI’s Models to Train Its Own

• Musk and Broc…

Read more

Our 243rd episode with a summary and discussion of last week’s big AI news!

Recorded on 04/29/2026

Hosted by Andrey Kurenkov and Jeremie Harris

Feel free to email us your questions and feedback at andreyvkurenkov@gmail.com and/or hello@gladstone.ai

In this episode:

• OpenAI released GPT-5.5 with strong coding-oriented improvements, a system card discussing chain-of-thought monitorability and misalignment testing, higher pricing than GPT-5.4, and notable quirks like a system-prompt warning about “goblins.”

• xAI launched Grok Voice Think Fast 1.0, claiming large benchmark leads for real-time voice agents and reporting major Starlink customer-support automation and sales conversion impact.

• DeepSeek open-sourced DeepSeek V4 (Pro and Flash) featuring MoE scaling and 1M-token context via hybrid/compressed attention changes, while Tencent released Hunyuan 3 preview with weaker benchmark performance; a new long-horizon agent benchmark (Clawmark) shows low task success rates.

• Major business, legal, and policy updates include Google’s planned up-to-$40B investment and 5GW compute commitment to Anthropic, Meta’s AWS Gravitron deal and China blocking Meta’s Manus acquisition, a revamped OpenAI–Microsoft agreement, ongoing Musk–OpenAI trial developments, and new safety/security research on sabotage, document degradation under delegation, and bit-flip attacks.

Timestamps:

• (00:00:10) Intro / Banter

• (00:02:00) News Preview

• (00:02:26) Response to listener comments

• Tools & Apps

• (00:02:55) OpenAI Unveils Its New, More Powerful GPT-5.5 Model - The New York Times

• (00:20:33) xAI Launches grok-voice-think-fast-1.0: Topping τ-voice Bench at 67.3%, Outperforming Gemini, GPT Realtime, and More - MarkTechPost

• (00:26:00) Claude can now plug directly into Photoshop, Blender, and Ableton | The Verge

• Projects & Open Source

• (00:26:38) China’s DeepSeek releases preview of long-awaited V4 model as AI race intensifies

• (00:44:05) Tencent Unveils Hy3 preview; Model Enhances Agent Capabilities and Real-World Usability - Tencent 腾讯

• (00:47:14) ClawMark: A Living-World Benchmark for Multi-Turn, Multi-Day, Multimodal Coworker Agents

• Applications & Business

• (00:50:03) Google Plans to Invest Up to $40 Billion in Anthropic

• (00:53:26) Meta will use hundreds of thousands of AWS Graviton chips

• (00:56:51) China blocks Meta’s $2 billion takeover of AI startup Manus

• (00:58:45) OpenAI shakes up partnership with Microsoft, capping revenue share payments

• (01:04:13) Elon Musk Testifies of AI Risk at Trial, Says OpenAI Tried to ‘Steal’ a Charity - WSJ

• (01:08:50) Judge rejects DOJ bid to delay Anthropic appeal in Pentagon dispute

• (01:11:42) Google’s Gemini can now run on a single air-gapped server — and vanish when you pull the plug

• (01:16:07) DeepMind’s David Silver just raised $1.1B to build an AI that learns without human data | TechCrunch

• Policy & Safety

• (01:19:47) Evaluating whether AI models would sabotage AI safety research

• (01:26:59) LLMs Corrupt Your Documents When You Delegate

• (01:29:50) Temporal Sparse Autoencoders: Leveraging the Sequential Nature of Language for Interpretability

• (01:36:53) Memorandum on Adversarial Distillation of American AI Models

• (01:38:41) Teen boys are dating their AI chatbots—and experts warn it could kill their careers | Fortune

• (01:40:57) Announcing the Anthropic Economic Index Survey

• (01:42:21) Scoop: CISA lacks access to Anthropic’s Mythos

• Synthetic Media & Art

• (01:45:03) Taylor Swift Files to Trademark Voice and Likeness to Protect Against AI Misuse

• Research & Advancements

• (01:46:15) Maximal Brain Damage Without Data or Optimization: Disrupting Neural Networks via Sign-Bit Flips

Our 242nd episode with a summary and discussion of last week’s big AI news!

Recorded on 04/22/2026

Hosted by Andrey Kurenkov and Jeremie Harris

Feel free to email us your questions and feedback at andreyvkurenkov@gmail.com and/or hello@gladstone.ai

In this episode:

• OpenAI released a new ChatGPT image model that excels at accurate text and screenshot-like generations, suggesting a transformer-style approach aligned with agentic “computer use” ambitions.

• Chinese model activity accelerated with Alibaba’s Qwen 3.6 Max Preview moving to an API-only offering, plus open releases from Moonshot AI (Kimi K2.6, a 1T-parameter MoE) and Minimax (Minimax M 2.7) showing strong benchmark results.

• Google expanded Deep Research with a “Max” option built on Gemini 3.1 Pro and MCP support for accessing proprietary data, while Mozilla reported using Anthropic’s Claude to find and fix 271 Firefox bugs.

• Business and policy updates include a reported SpaceX–Cursor deal with a $60B buy option, Cerebras filing for an IPO, Amazon adding $5B to Anthropic alongside a $100B AWS spending pledge, and platform responses to synthetic media like AI music spam and YouTube deepfake takedown requests.

Timestamps:

• (00:00:10) Intro / Banter

• (00:01:05) News Preview

• (00:01:41) Sponsors

• (00:04:41) Response to listener comments

• Tools & Apps

• (00:09:40) ChatGPT’s new Images 2.0 model is surprisingly good at generating text | TechCrunch

• (00:16:02) Alibaba Drops Qwen 3.6 Max Preview—Its Most Powerful Model Yet - Decrypt

• (00:19:26) Google launches Deep Research and Deep Research Max agents to automate complex research

• (00:25:00) Mozilla Used Anthropic’s Mythos to Find and Fix 271 Bugs in Firefox | WIRED

• (00:28:35) Ordering with the Starbucks ChatGPT app was a true coffee nightmare | The Verge

• Applications & Business

• (00:29:48) SpaceX is working with Cursor and has an option to buy the startup for $60B | TechCrunch

• (00:34:11) AI chip startup Cerebras files for IPO | TechCrunch

• (00:38:23) Two startups want to replace how AI learns: one just raised $180M, another is seeking up to $1B

• (00:38:56) Months-old start-up Recursive Superintelligence raises $500mn for self-teaching AI

• (00:41:36) Anthropic takes $5B from Amazon and pledges $100B in cloud spending in return | TechCrunch

• (00:45:09) Kevin Weil and Bill Peebles exit OpenAI as company continues to shed ‘side quests’ | TechCrunch

• (00:46:04) Meta hires five Thinking Machines Lab founders including a reported $1.5 billion engineer - Meta cuts 198 Bay Area jobs as even larger layoffs reportedly loom

• (00:50:12) Meta employees are up in arms over a mandatory program to train AI on their mouse movements and keystrokes

• (00:51:43) Chinese fabs import record volumes of US chipmaking equipment via Singapore and Malaysia — homegrown tool makers booked record 2025 revenues as price competition squeezes margins

• (00:54:01) Google Eyes New Chips to Speed Up AI Results, Challenging Nvidia

• (00:54:20) Canadian quantum company Xanadu soars to $16 billion valuation after Nvidia release

• Projects & Open Source

• (01:00:13) Moonshot AI releases Kimi-K2.6 model with 1T parameters, attention optimizations - SiliconANGLE

• (01:05:22) MiniMax Just Open Sourced MiniMax M2.7: A Self-Evolving Agent Model that Scores 56.22% on SWE-Pro and 57.0% on Terminal Bench 2 - MarkTechPost

• Policy & Safety

• (01:06:25) Infusion: Shaping Model Behavior by Editing Training Data via Influence Functions

• (01:10:25) Scoop: NSA using Anthropic’s Mythos despite blacklist

• (01:11:03) Unauthorized group has gained access to Anthropic’s exclusive cyber tool Mythos, report claims

• Research & Advancements

• (01:17:21) Parcae: Scaling Laws For Stable Looped Language Models

• (01:24:20) OccuBench: Evaluating AI Agents on Real-World Professional Tasks via Language Environment Simulation

• Synthetic Media & Art

• (01:27:01) Deezer says 44% of songs uploaded to its platform daily are AI-generated | TechCrunch

• (01:29:47) Celebrities will be able to find and request removal of AI deepfakes on YouTube | The Verge

Note from Andrey: this ep came out a week ago on RSS, but I was delayed posting it to youtube and therefore also Substack. My bad!

Our 238th episode with a summary and discussion of last week’s big AI news!

Recorded on 03/18/2026

Hosted by Andrey Kurenkov and Jeremie Harris

Feel free to email us your questions and feedback at andreyvkurenkov@gmail.com and/or hello@gladstone.ai

In this episode:

* OpenAI released GPT-5.4 mini and nano with 400k-token context windows, higher per-token prices but claimed token-efficiency gains in Codex; nano is API-only and pitched for high-volume classification/data extraction despite a major price increase.

* Mistral open-sourced the Small 4 model family (MoE, 119B total/6B active) combining reasoning, multimodal, and coding-agent capabilities, and announced Forge to help businesses train or post-train custom models.

* Agent “operating system” competition intensified with Meta’s acquired Manus launching a local Mac agent, Nvidia announcing NeMo/“Open Shell” sandboxed agent runtime, and Nvidia also unveiling DLSS 5 plus major hardware forecasts including Groq LPU integration.

* Business and safety updates included OpenAI shifting focus toward productivity/enterprise amid competition, Microsoft reorganizing Copilot and frontier-model efforts, Meta delaying its next model, China-linked ByteDance deploying large Nvidia clusters abroad, and new safety work on steganography, chain-of-thought faithfulness, fine-tuning defenses, cyber-attack evals, and constitution/spec compliance.

A thank you to our current sponsors:

• Box - visit Box.com/AI to learn more

• ODSC AI - go to odsc.ai/east and use promo code LWAI for an additional 15% off your pass to ODSC AI East 2026.

• Factor - head to factormeals.com/lwai50off and use code lwai50off to get 50 percent off and free breakfast for a year

Timestamps:

• (00:00:10) Intro / Banter

• (00:01:56) News Preview

• Tools & Apps

• (00:02:39) OpenAI ships GPT-5.4 mini and nano, faster and more capable but up to 4x pricier

• (00:08:04) Mistral’s new Small 4 model punches above its weight with 128 expert modules

• (00:14:03) Meta’s Manus launches ‘My Computer’ to turn your Mac into an AI agent - 9to5Mac

• (00:17:57) NVIDIA Announces NemoClaw for the OpenClaw Community | NVIDIA Newsroom + Nvidia boosts knowledge work with Open Agent Development Platform

• (00:24:09) DLSS 5 looks like a real-time generative AI filter for video games | The Verge

• (00:26:36) OpenAI to Launch ChatGPT ‘Adult Mode’ Despite Warnings From Its Own Advisers - CNET

• Applications & Business

• (00:33:46) OpenAI Reportedly Pivoting to a Focus on Business and Productivity Only

• (00:41:25) Nvidia GTC 2026: CEO Jensen Huang sees $1 trillion in orders for Blackwell and Vera Rubin through ’27

• (00:45:44) Mistral launches Forge to help enterprises build their own AI models

• (00:54:17) China’s ByteDance gets access to top Nvidia AI chips, WSJ reports

• (00:57:57) Meta Delays Rollout of New A.I. Model After Performance Concerns

• (01:02:50) Microsoft Shakes Up AI Division As Copilot Falls Behind Google and OpenAI

• Policy & Safety

• (01:07:26) A Decision-Theoretic Formalisation of Steganography With Applications to LLM Monitoring

• (01:13:09) Reasoning Theater: Disentangling Model Beliefs from Chain-of-Thought

• (01:18:29) In-Training Defenses against Emergent Misalignment in Language Models

• (01:23:07) How do frontier AI agents perform in multi-step cyber-attack scenarios?

• (01:25:20) Eval awareness in Claude Opus 4.6’s BrowseComp performance

• (01:29:49) Introducing Bloom: an open source tool for automated behavioral evaluations

• (01:32:26) How well do models follow their constitutions?

• (01:37:11) Nvidia’s H200 License Stirs Security Concern Among Top Democrats

• Research & Advancements

• (01:40:050) [2603.15031] Attention Residuals

• (01:47:11) Mamba-3: Improved Sequence Modeling using State Space Principles

Related:

• Nvidia’s DLSS 5 uses generative AI to boost photorealism in video games, with ambitions beyond gaming

Read more

Our 237th episode with a summary and discussion of last week’s big AI news!

Recorded on 03/13/2026

Hosted by Andrey Kurenkov and Jeremie Harris

Feel free to email us your questions and feedback at andreyvkurenkov@gmail.com and/or hello@gladstone.ai

In this episode:

* Perplexity announced “Personal Computer,” a local Mac-based AI agent positioned as a safer alternative to OpenAI’s computer-use agents, while Anthropic added GitHub PR code review pricing reviews at $15–$25 and Cursor launched trigger-based “Automations” for always-on coding agents.

* ChatGPT introduced interactive math/science visuals and Anthropic added in-chat interactive charts/diagrams; Nvidia released open weights for its 120B-parameter Natron Free Super hybrid Transformer–Mamba latent-MoE model trained natively at 4-bit for Blackwell GPUs.

* Nvidia halted H200 production for China amid customs blocks and domestic chip pressure; xAI saw major co-founder departures; Anthropic previewed a Claude Marketplace for enterprise procurement; Yann LeCun’s aMI raised $1.3B; humanoid robot maker Sanctuary reached a $1.15B valuation.

* Anthropic sued the Pentagon over a “supply chain risk” designation as memos ordered removal within 180 days; research covered models resisting activation steering, limits of chain-of-thought control, inference-scaling boosting cyber-task success, low-probability risky actions, weaknesses in SWE-bench, multimodal pretraining, long-context RNN memory caching, context-parallel training efficiency, RL for CUDA kernel optimization, and latent introspection detecting concept injection.

A thank you to our current sponsors:

• Box - visit Box.com/AI to learn more

• ODSC AI - go to odsc.ai/east and use promo code LWAI for an additional 15% off your pass to ODSC AI East 2026.

• Factor - head to factormeals.com/lwai50off and use code lwai50off to get 50 percent off and free breakfast for a year

Timestamps:

• (00:00:10) Intro / Banter

• (00:01:23) Response to listener comments

• Tools & Apps

• (00:02:06) Perplexity’s Personal Computer turns your spare Mac into an AI agent | The Verge

• (00:04:22) Anthropic launches code review tool to check flood of AI-generated code | TechCrunch

• (00:08:08 ) Cursor is rolling out a new kind of agentic coding tool | TechCrunch

• (00:11:14) ChatGPT can now create interactive visuals to help you understand math and science concepts | TechCrunch

• (00:11:56) Anthropic’s Claude AI can respond with charts, diagrams, and other visuals now | The Verge
  

• Projects & Open Source

• (00:13:54) Introducing Nemotron 3 Super: An Open Hybrid Mamba-Transformer MoE for Agentic Reasoning | NVIDIA Technical Blog
  

• Applications & Business

• (00:21:22) Nvidia halts H200 production as China backs Huawei AI chips

• (00:28:33) Another XAI Cofounder Has Left, and Another Says He’s Leaving. - Business Insider

• (00:34:04) Anthropic’s Claude Marketplace allows customers to buy third-party cloud services | TechRadar

• (00:37:57) Yann LeCun’s AMI Labs raises $1.03 billion to build world models | TechCrunch

• (00:44:52) Humanoid robotics maker Sunday reaches $1.15B valuation to build household robots | TechCrunch
  

• Policy & Safety

• (00:46:09) Anthropic Sues Department of Defense Over ‘Supply Chain Risk’ Label - The New York Times + Google and OpenAI Just Filed a Legal Brief in Support of Anthropic

• (00:53:24) Internal Pentagon memo orders military commanders to remove Anthropic AI technology from key systems - CBS News

• (00:58:15) Endogenous Resistance to Activation Steering in Language Models

• (01:06:27) Reasoning Models Struggle to Control their Chains of Thought

• (01:09:52) ‘It means missile defence on datacentres’: drone strikes raise doubts over Gulf as AI superpower

• (01:14:57) Evidence for inference scaling in AI cyber tasks: Increased evaluation budgets reveal higher success rates

• (01:18:24) Frontier Models Can Take Actions at Low Probabilities
  

• Research & Advancements

• (01:24:20) Research note: Many SWE-bench-Passing PRs Would Not Be Merged into Main

• (01:28:26) [2603.03276] Beyond Language Modeling: An Exploration of Multimodal Pretraining

• (01:40:09) Memory Caching: RNNs with Growing Memory

• (01:48:47) Untied Ulysses: Memory-Efficient Context Parallelism via Headwise Chunking

• (01:58:41) CUDA Agent: Large-Scale Agentic RL for High-Performance CUDA Kernel Generation

• (02:08:57) Latent Introspection: Models Can Detect Prior Concept Injections

• (02:16:45) Physics of RL: Toy scaling laws for the emergence of reward-seeking

Related:

• OpenAI and Google Workers File Amicus Brief in Support of Anthropic Against the US Government

• Internal Pentagon memo orders military commanders to remove Anthropic AI technology from key systems

Summary: Anthropic filed two lawsuits—one in the Northern District of California and …

Read more

Our 236th episode with a summary and discussion of last week’s big AI news!

Recorded on 03/06/2026

Hosted by Andrey Kurenkov and Jeremie Harris

Feel free to email us your questions and feedback at andreyvkurenkov@gmail.com and/or hello@gladstone.ai

In this episode:

* OpenAI released GPT-5.4 Pro with a 1M-token context window, mid-response course correction, native computer-use capabilities, improved tool use, higher GPT-VAL performance (83%), and “high cyber capability” safety measures; OpenAI also launched GPT-5.3 Instant with a less “preachy” tone and a claimed 26.8% hallucination reduction.

* Google upgraded Gemini 3.1 Flash Lite with faster time-to-first-token and higher throughput, released a CLI for integrating agents with Gmail/Drive/Docs, and discussion highlighted real-world agent failure risks (including an example of an AI-driven mass email deletion).

* Luma launched unified multimodal models and Luma Agents for end-to-end creative work across text, image, video, and audio, including a reported ad localization use case completed in 40 hours for under $20,000.

* Defense-contract controversy escalated: Anthropic was labeled a supply chain risk (later narrowed), OpenAI’s DoD contract language emphasized “all lawful uses,” consumer cancellations boosted Claude’s app rankings, OpenAI saw departures and announced a $110B raise at a $730B valuation, Alibaba lost key Qwen leaders, a lawsuit alleged Gemini contributed to a suicide, Anthropic warned of major labor disruption, and METR corrected its AI time-horizon estimates.

A thank you to our current sponsors:

• Box - visit Box.com/AI to learn more

• ODSC AI - go to odsc.ai/east and use promo code LWAI for an additional 15% off your pass to ODSC AI East 2026.

• Factor - head to factormeals.com/lwai50off and use code lwai50off to get 50 percent off and free breakfast for a year

PS my company Astrocade is hiring for engineers, marketing, product, growth, and more! If you’re in the bay area, would like to join a small but growing startup, and think building a youtube-of-games sounds exciting, feel free to email me at andrey@astroblox.ai or message me on LinkedIn.

Timestamps:

• (00:00:10) Intro / Banter

• (00:01:19) News Preview

• Tools & Apps

• (00:02:10) OpenAI launches GPT-5.4 with Pro and Thinking versions | TechCrunch

• (00:12:31) OpenAI GPT-5.3 Instant less likely to beat around the bush • The Register

• (00:16:07) Google releases Gemini 3.1 Flash Lite at 1/8th the cost of Pro | VentureBeat

• (00:19:23) Google makes Gmail, Drive, and Docs ‘agent-ready’ for OpenClaw | PCWorld

• (00:27:02) Luma launches creative AI agents powered by its new ‘Unified Intelligence’ models | TechCrunch

• Applications & Business

• (00:30:05) Anthropic CEO Dario Amodei calls OpenAI’s messaging around military deal ‘straight up lies,’ report says | TechCrunch

• (00:41:56) No ethics at all’: the ‘cancel ChatGPT’ trend is growing after OpenAI signs a deal with the US military | TechRadar

• (00:45:54) OpenAI raises $110B in one of the largest private funding rounds in history | TechCrunch

• (00:56:07) Alibaba scrambles after sudden departure of Qwen tech lead

• Policy & Safety

• (01:00:12) Pentagon approves OpenAI safety red lines after dumping Anthropic + Where things stand with the Department of War Anthropic + Microsoft says Anthropic’s products remain available to customers after Pentagon blacklist

• (01:09:11) A new lawsuit claims Gemini assisted in suicide | Semafor

• (01:15:24) Anthropic just mapped out which jobs AI could potentially replace. A ‘Great Recession for white-collar workers’ is absolutely possible | Fortune

• (01:21:54) We’re correcting a mistake in our modeling that inflated recent 50%-time horizons by 10-20%

PS we are hiring for engineers, marketing, product, growth, and more! If you’re in the bay area, would like to joi…

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Our 235th episode with a summary and discussion of last week’s big AI news!

Recorded on 02/27/2026. Hosted by Andrey Kurenkov and Jeremie Harris

Note from Andrey: my startup Astrocade is hiring for engineers, marketing, product, growth, and more! If you’re in the bay area, would like to join a small but growing startup, and think building a youtube-of-games sounds exciting, feel free to email me at andrey@astroblox.ai

Feel free to email us your questions and feedback at andreyvkurenkov@gmail.com and/or hello@gladstone.ai

In this episode:

• Model and tool updates highlight Anthropic’s Sonnet 4.6 (1M context; strong ARC-AGI-2 results), Google’s Gemini 3.1 Pro (major ARC-AGI-2 jump and multimodal demos), xAI’s Grok 4.2 beta (multi-agent debate), plus Anthropic’s Claude Code “Remote Control” and Perplexity’s multi-agent “Computer” coordinator.

• Compute and business moves include Meta’s reported up-to-$100B AMD chip deal with warrant/equity incentives, MatX raising $500M to build specialized transformer chips shipping in 2027, World Labs raising $1B for world-model/3D environment tech, and a new startup raising $100M to simulate/predict human behavior.

• Infrastructure and geopolitics cover Stargate data-center delays amid OpenAI/Oracle/SoftBank control disputes and cash concerns, and China’s plan to scale 7nm/5nm wafer output despite yield and tooling constraints.

• Research and safety/policy discuss optimizer gains from masked updates, “deep thinking tokens” as a reasoning-effort signal, LLM attractor-state behaviors in bot-to-bot chats, mechanistic interpretability of counting/line-wrapping, methods to map task difficulty to human time horizons, plus Anthropic–Pentagon contract tensions, Anthropic’s report on distillation attacks (DeepSeek/Moonshot/Minimax), and OpenAI’s report on disrupting malicious use.

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Timestamps:

• (00:00:10) Intro / Banter

• (00:01:52) News Preview
  

  Tools & Apps

• (00:03:20) Anthropic releases Sonnet 4.6 | TechCrunch

• (00:11:24) Google Rolls Out Latest AI Model, Gemini 3.1 Pro - CNET

• (00:14:54) Elon Musk says Grok 4.20 public beta is now available: Capabilities of AI chatbot offered by xAI - The Times of India

• (00:18:06) Anthropic just released a mobile version of Claude Code called Remote Control | VentureBeat

• (00:21:01) Perplexity announces “Computer,” an AI agent that assigns work to other AI agents - Ars Technica
  

  Applications & Business

• (00:23:40) Meta strikes up to $100B AMD chip deal as it chases ‘personal superintelligence’ | TechCrunch

• (00:27:05) Nvidia challenger AI chip startup MatX raised $500M | TechCrunch

• (00:31:00) World Labs lands $1B, with $200M from Autodesk, to bring world models into 3D workflows | TechCrunch

• (00:33:07) Simile Raises $100 Million for AI Aiming to Predict Human Behavior

• (00:33:52) Stargate AI data centers for OpenAI reportedly delayed by squabbles between partners — sources say OpenAI, Oracle, and SoftBank disagreed on who would have ultimate control of the planned data centers

• (00:36:43) China to increase leading-edge chip output by 5x in two years, report claims — aims to lift 7nm and 5nm production to 100,000 wafers per month, targeting half a million monthly by 2030
  

  Research & Advancements

• (00:40:33) On Surprising Effectiveness of Masking Updates in Adaptive Optimizers

• (00:48:03) Think Deep, Not Just Long: Measuring LLM Reasoning Effort via Deep-Thinking Tokens

• (00:54:52) models have some pretty funny attractor states

• (01:01:41) When Models Manipulate Manifolds: The Geometry of a Counting Task

• (01:05:16) BRIDGE: Predicting Human Task Completion Time From Model Performance

• (01:12:00) NESSiE: The Necessary Safety Benchmark -- Identifying Errors that should not Exist

• (01:13:15) The least understood driver of AI progress

• (01:21:45) The Persona Selection Model: Why AI Assistants might Behave like Humans
  

  Policy & Safety

• (01:25:04) Anthropic CEO Amodei says Pentagon’s threats ‘do not change our position’ on AI

• (01:33:04) Musk’s xAI, Pentagon reach deal to use Grok in classified systems

• (01:34:17) Detecting and preventing distillation attacks

• (01:38:36) OpenAI details expanding efforts to disrupt malicious use of AI in new report - SiliconANGLE