Épisodes

  • Meta Surged 9% Selling AI Compute It's Still Buying From Google | AI News

    Meta Surged 9% Selling AI Compute It's Still Buying From Google | AI News
    Jul 1 2026
    Meta's stock had its best day since 2020 after Bloomberg reported it's building a cloud business to sell 'excess' AI capacity — three days after Google rationed Meta's Gemini access because there isn't enough to go around. Microsoft is cutting another 5,700 jobs while spending $190 billion on AI, and Xbox faces what insiders call the largest layoff event in gaming history. Fed Chairman Warsh confirmed the AI build-out now has 'huge implications for monetary policy' as inflation sits above target for a fifth straight year.
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    6 min
  • AI Models Ranked — Why Every Lab Claims They're #1 | AI News

    AI Models Ranked — Why Every Lab Claims They're #1 | AI News
    Jun 30 2026
    Claude Fable 5 leads the composite leaderboard at 100 out of 100. OpenAI claims GPT-5.6 Sol beats it — but nobody outside twenty approved partners can verify. Chinese models cost eighteen cents per million tokens against four dollars for the Western leaders. The benchmarks everyone cites are saturated, the pricing gap is wider than the performance gap, and the FTC is calling it AI washing.
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    6 min
  • AI Coding Will Cost More Than Developers by 2028 | AI News

    AI Coding Will Cost More Than Developers by 2028 | AI News
    Jun 29 2026
    Gartner projects AI coding costs will surpass the average developer's salary by 2028. The Bank for International Settlements warned the AI investment boom could become a 'protracted bust' — and flagged 'circular financing' where chipmakers and AI labs trade the same dollar back and forth. Alibaba ran 29 million fake conversations to clone Anthropic's Claude. And Baidu's chip unit went from a $3 billion valuation to a $50 billion IPO target in six months.
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    6 min
  • Customers Paid $22 Billion for Chips That Don't Exist Yet | AI News

    Customers Paid $22 Billion for Chips That Don't Exist Yet | AI News
    Jun 25 2026
    OpenAI unveiled Jalapeño, its first custom inference chip — co-developed with Broadcom, taped out in nine months with AI assistance, and named after a mid-tier pepper. AMD doubled its server CPU addressable market to $120 billion, but Nvidia sold $41 billion in inference chips in a single quarter — more than AMD and Broadcom combined. And Micron collected $22 billion in upfront deposits from customers desperate to lock in memory supply, with $100 billion in take-or-pay contracts designed to break a thirty-year boom-bust cycle.
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    7 min
  • Meta Tripled Executive Bonuses After Firing 8,000 People | AI News

    Meta Tripled Executive Bonuses After Firing 8,000 People | AI News
    Jun 24 2026
    Meta posted record profits, fired eight thousand people, then gave its executives equity packages worth up to $921 million each. Zuckerberg dispatched a team to build a prediction markets app called Arena — because Horizon Worlds worked out so well. And Meta's mandatory employee-tracking program leaked forty-five thousand tables of private data to the entire company, then kept recording after the 'pause.'
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    6 min
  • Oracle Fired 21,000 People and Put 'AI Did It' in an SEC Filing | AI News

    Oracle Fired 21,000 People and Put 'AI Did It' in an SEC Filing | AI News
    Jun 23 2026
    Oracle's annual report reveals twenty-one thousand jobs cut in fiscal 2026 — and for the first time, a major tech company wrote in an SEC filing that AI directly caused the layoffs. Then it borrowed forty billion to build more. Meanwhile, Chinese lab Z.ai released GLM-5.2 under MIT license — an open-source model that nearly matches the one America just restricted. And the Five Eyes intelligence alliance warned that AI-powered cyberattacks are months, not years, away.
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    7 min
  • Google Lost Two Top Scientists in One Weekend | AI News

    Google Lost Two Top Scientists in One Weekend | AI News
    Jun 22 2026
    Google lost the co-author of the transformer paper to OpenAI and a Nobel Prize winner to Anthropic in the same weekend. Alphabet dropped six percent. SK Hynix overtook Samsung as South Korea's most valuable company for the first time in twenty-six years — from penny stock to a $1.35 trillion AI memory giant. And ChatGPT's market share fell below fifty percent for the first time as users defected over a Pentagon deal.
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    6 min
  • Bernie Sanders Wants Half of Every AI Company | AI News

    Bernie Sanders Wants Half of Every AI Company | AI News
    Jun 21 2026
    Senator Bernie Sanders introduced a bill to seize 50% of every major AI company and create a $7 trillion fund that pays Americans $1,000 a year. A Stanford study found desktop PCs match data center AI in over 80% of tasks — at 50 to 80 percent less energy. And Microsoft CEO Satya Nadella published an essay warning AI could hollow out entire industries, comparing it to the outsourcing wave that gutted manufacturing.
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    6 min