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

Recorded on 03/13/2026

Hosted by Andrey Kurenkov [https://twitter.com/andrey_kurenkov] and Jeremie Harris [https://www.linkedin.com/in/jeremieharris/]

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

Read out our text newsletter and comment on the podcast at https://lastweekin.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 [http://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 [http://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 [https://www.theverge.com/ai-artificial-intelligence/893536/perplexitys-personal-computer-turns-your-spare-mac-into-an-ai-agent]
 * (00:04:22) Anthropic launches code review tool to check flood of AI-generated code | TechCrunch [https://techcrunch.com/2026/03/09/anthropic-launches-code-review-tool-to-check-flood-of-ai-generated-code/]
 * (00:08:08 ) Cursor is rolling out a new kind of agentic coding tool | TechCrunch [https://techcrunch.com/2026/03/05/cursor-is-rolling-out-a-new-system-for-agentic-coding/]
 * (00:11:14) ChatGPT can now create interactive visuals to help you understand math and science concepts | TechCrunch [https://techcrunch.com/2026/03/10/chatgpt-can-now-create-interactive-visuals-to-help-you-understand-math-and-science-concepts/]
 * (00:11:56)

#237 - Nemotron 3 Super, xAI reborn, Anthropic Lawsuit, Research!!!

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

Recorded on 03/06/2026

Hosted by Andrey Kurenkov [https://twitter.com/andrey_kurenkov] and Jeremie Harris [https://www.linkedin.com/in/jeremieharris/]

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

Read out our text newsletter and comment on the podcast at https://lastweekin.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 [http://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 [http://factormeals.com/lwai50off] and use code lwai50off to get 50 percent off and free breakfast for a year



Timestamps:

 * (00:00:10) Intro / Banter
 * (00:01:19) News Preview



 * Tools & Apps
 * (00:02:10) OpenAI launches GPT-5.4 with Pro and Thinking versions | TechCrunch [https://techcrunch.com/2026/03/05/openai-launches-gpt-5-4-with-pro-and-thinking-versions/]
 * (00:12:31) OpenAI GPT-5.3 Instant less likely to beat around the bush • The Register [https://www.theregister.com/2026/03/04/openai_dow_reset_gpt53_instant/]
 * (00:16:07) Google releases Gemini 3.1 Flash Lite at 1/8th the cost of Pro | VentureBeat [https://venturebeat.com/technology/google-releases-gemini-3-1-flash-lite-at-1-8th-the-cost-of-pro]
 * (00:19:23) Google makes Gmail, Drive, and Docs 'agent-ready' for OpenClaw | PCWorld [https://www.pcworld.com/article/3079523/google-makes-gmail-drive-and-docs-agent-ready-for-openclaw.html]
 * (00:27:02) Luma launches creative AI agents powered by its new ‘Unified Intelligence’ models | TechCrunch [https://techcrunch.com/2026/03/05/exclusive-luma-launches-creative-ai-agents-powered-by-its-new-unified-intelligence-models/]



 * Appl

#236 - GPT 5.4, Gemini 3.1 Flash Lite, Supply Chain Risk

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

Recorded on 02/27/2026

Hosted by Andrey Kurenkov [https://twitter.com/andrey_kurenkov] and Jeremie Harris [https://www.linkedin.com/in/jeremieharris/]

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

Read out our text newsletter and comment on the podcast at https://lastweekin.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.



A thank you to our current sponsors:

 * Box - visit Box.com/AI to learn more
 * ODSC AI - go to odsc.ai/east [http://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 [http://factormeals.com/lwai50off] and use code lwai50off to get 50 percent off and free breakfast for a year



Timestamps:

 * (00:00:10) Intro / Banter
 * (00:01:52) News Preview
 * Tools & Apps
 * (00:03:20) Anthropic releases Sonnet 4.6 | TechCrunch [https://techcrunch.com/2026/02/17/anthropic-releases-sonnet-4-6/]
 * (00:11:24) Google Rolls Out Latest AI Model, Gemini 3.1 Pro - CNET [https://www.cnet.com/tech/services-and-software/google-announces-gemini-3-1-pro/]
 * (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 [https://timesofindia.indiatimes.com/technology/social/elon-musk-says-grok-4-20-public-beta-is-now-available-capabilities-of-ai-chatbot-offered-by-xai/articleshow/128499381.cms]
 * (00:18:06) Anthropic just released a mobile version of Claude Code called Remote Control | VentureBeat [https://venturebeat.com/orchestration/anthropic-just-released-a-mobile-version-of-claude-code-called-remote]
 * (00:21:01) Perplexity announces "Computer," an AI agent that assigns wor [https://arstechnica.com/ai/2026/02/perplexity-announces-computer-an-ai-agent-that-assigns-work-to-other-ai-agents/]

#235 - Sonnet 4.6, Deep-thinking tokens, Anthropic vs Pentagon

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

Recorded on 01/02/2026

Hosted by Andrey Kurenkov [https://twitter.com/andrey_kurenkov] and Jeremie Harris [https://www.linkedin.com/in/jeremieharris/]

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

Read out our text newsletter and comment on the podcast at https://lastweekin.ai/

In this episode:

* Major model launches include Anthropic’s Opus 4.6 with a 1M-token context window and “agent teams,” OpenAI’s GPT-5.3 Codex and faster Codex Spark via Cerebras, and Google’s Gemini 3 Deep Think posting big jumps on ARC-AGI-2 and other STEM benchmarks amid criticism about missing safety documentation.

* Generative media advances feature ByteDance’s Seedance 2.0 text-to-video with high realism and broad prompting inputs, new image models Seedream 5.0 and Alibaba’s Qwen Image 2.0, plus xAI’s Grok Imagine API for text/image-to-video.

* Open and competitive releases expand with Zhipu’s GLM-5, DeepSeek’s 1M-token context model, Cursor Composer 1.5, and open-weight Qwen3 Coder Next using hybrid attention aimed at efficient local/agentic coding.

* Business updates include ElevenLabs raising $500M at an $11B valuation, Runway raising $315M at a $5.3B valuation, humanoid robotics firm Apptronik raising $935M at a $5.3B valuation, Waymo announcing readiness for high-volume production of its 6th-gen hardware, plus industry drama around Anthropic’s Super Bowl ad and departures from xAI.

Timestamps:

 * (00:00:10) Intro / Banter
 * (00:02:03) Sponsor Break
 * (00:05:33) Response to listener comments
 * Tools & Apps
 * (00:07:27) Anthropic releases Opus 4.6 with new 'agent teams' | TechCrunch
 * (00:11:28) OpenAI's new GPT-5.3-Codex is 25% faster and goes way beyond coding now - what's new | ZDNET
 * (00:25:30) OpenAI launches new macOS app for agentic coding | TechCrunch
 * (00:26:38) Google Unveils Gemini 3 Deep Think for Science & Engineering | The Tech Buzz
 * (00:31:26) ByteDance's Seedance 2.0 Might be the Best AI Video Generator Yet - TechEBlog
 * (00:35:14) China's ByteDance, Alibaba unveil AI image tools to rival Google's popular Nano Banana | South China Morning Post
 * (00:36:54) DeepSeek boosts AI model with 10-fold token addition as Zhipu AI unveils GLM-5 | South China Morning Post
 * (00:43:11) Cursor launches Composer 1.5 with upgrades for complex tasks
 * (00:44:03) xAI launches Grok Imagine API for text and image to video
 * Applications & Business
 * (00:45:47) Nvidia-backed AI voice startups ElevenLabs hits $11 billion valuation
 * (00:52:04) AI video startup Runway raises $315M at $5.3B valuation, eyes more capable world models | TechCrunch
 * (00:54:02) Humanoid robot startup Apptronik has now raised $935M at a $5B+ valuation | TechCrunch
 * (00:57:10) Anthropic says 'Claude will remain ad-free,' unlike an unnamed rival | The Verge
 * (01:00:18) Okay, now exactly half of xAI's founding team has left the company | TechCrunch
 * (01:04:03) Waymo's next-gen robotaxi is ready for passengers — and also 'high-volume production' | The Verge
 * Projects & Open Source
 * (01:04:59) Qwen3-Coder-Next: Pushing Small Hybrid Models on Agentic Coding
 * (01:08:38) OpenClaw's AI 'skill' extensions are a security nightmare | The Verge
 * Research & Advancements
 * (01:10:40) Learning to Reason in 13 Parameters
 * (01:16:01) Reinforcement Wo

#235 - Opus 4.6, GPT-5.3-codex, Seedance 2.0, GLM-5

Our 233rd episode with a summary and discussion of last week's big AI news!

Recorded on 01/30/2026

Hosted by Andrey Kurenkov [https://twitter.com/andrey_kurenkov] and Jeremie Harris [https://www.linkedin.com/in/jeremieharris/]

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

Read out our text newsletter and comment on the podcast at https://lastweekin.ai/

In this episode:

 * Google introduces Gemini AI agent in Chrome for advanced browser functionality, including auto-browsing for pro and ultra subscribers.
 * OpenAI releases ChatGPT Translator and Prism, expanding its applications beyond core business to language translation and scientific research assistance.
 * Significant funding rounds and valuations achieved by startups Recursive and New Rofo, focusing on specialized AI chips and optical processors respectively.
 * Political and social issues, including violence in Minnesota, prompt tech leaders in AI like Ade from Anthropic and Jeff Dean from Google to express concerns about the current administration's actions.



Timestamps:

 * (00:00:10) Intro / Banter



 * Tools & Apps
 * (00:04:09) Google adds Gemini AI-powered ‘auto browse’ to Chrome | The Verge [https://www.theverge.com/news/869731/google-gemini-ai-chrome-auto-browse]
 * (00:07:11) Users flock to open source Moltbot for always-on AI, despite major risks - Ars Technica [https://arstechnica.com/ai/2026/01/viral-ai-assistant-moltbot-rapidly-gains-popularity-but-poses-security-risks/]
 * (00:13:25) Google Brings Genie 3 'World Building' Experiment to AI Ultra Subscribers - CNET [https://www.cnet.com/tech/services-and-software/google-brings-genie-3-world-building-experiment-to-ai-ultra-subscribers/]
 * (00:16:17) OpenAI’s ChatGPT translator challenges Google Translate | The Verge [https://www.theverge.com/news/862448/openai-chatgpt-translate-tool-launch-website]
 * (00:18:27) OpenAI launches Prism, a new AI workspace for scientists | TechCrunch [https://techcrunch.com/2026/01/27/openai-launches-prism-a-new-ai-workspace-for-scientists/]



 * Applications & Business
 * (00:19:49) Exclusive: China gives nod to ByteDance, Alibaba and Tencent to buy Nvidia's H200 chips - sources | Reuters [https://www.reuters.com/world/china/china-gives-green-light-importing-first-batch-nvidias-h200-ai-chips-sources-say-2026-01-28/]
 * (00:22:55) AI chip startup Ricursive hits $4B valuation 2 months after launch [https://techcrunch.com/2026/01/26/ai-chip-startup-ricursive-hits-4b-valuation-two-months-after-launch/]
 * (00:24:38) AI Startup Recursive in Funding Talks at $4 Billion Valuation - Bloomberg [https://www.bloomberg.com/news/articles/2026-01-23/ai-startup-recursive-in-funding-talks-at-4-billion-valuation?srnd=phx-technology]
 * (00:27:30) Flapping Airplanes and the promise of research-driven AI | TechCrunch [https://techcrunch.com/2026/01/29/flapping-airplanes-and-the-promise-of-research-driven-ai/]

#233 - Moltbot, Genie 3, Qwen3-Max-Thinking

Our 232st episode with a summary and discussion of last week's big AI news!

Recorded on 01/23/2026

Hosted by Andrey Kurenkov [https://twitter.com/andrey_kurenkov] and Jeremie Harris [https://www.linkedin.com/in/jeremieharris/]

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

Read out our text newsletter and comment on the podcast at https://lastweekin.ai/

In this episode:

 * OpenAI announces testing of ads in ChatGPT and introduces child age prediction to enhance safety features, amidst ongoing ethical debates and funding expansions in AI integration with educational tools and business models.
 * China's AI landscape sees significant progress with AI firm Jpu training advanced models on domestic hardware, and strong competitive moves by data centers, highlighting the intense demand in AI manufacturing and infrastructure.
 * Silicon Valley tensions rise as startup Thinking Machines experiences high-profile departures back to OpenAI, reflecting broader industry struggles and rapid shifts in organizational dynamics.
 * AI legislation and safety measures advance with the US Senate's Defiance Act addressing explicit content, and Anthropic updating Claude's constitution to guide ethical AI interactions, while cultural pushbacks from artists signal ongoing debates in intellectual property and AI-generated content.



Timestamps:

 * (00:00:10) Intro / Banter
 * (00:02:08) News Preview
 * (00:02:26) Response to listener comments
 * Tools & Apps
 * (00:11:55) OpenAI to test ads in ChatGPT as it burns through billions - Ars Technica [https://arstechnica.com/information-technology/2026/01/openai-to-test-ads-in-chatgpt-as-it-burns-through-billions/]
 * (00:18:05) OpenAI is launching age prediction for ChatGPT accounts [https://www.engadget.com/ai/openai-is-launching-age-prediction-for-chatgpt-accounts-222650340.html]
 * (00:23:37) Google now offers free SAT practice exams, powered by Gemini | TechCrunch [https://techcrunch.com/2026/01/22/google-now-offers-free-sat-practice-exams-powered-by-gemini/]
 * (00:24:57) Baidu’s AI Assistant Reaches Milestone of 200 Million Monthly Active Users - WSJ [https://www.wsj.com/tech/ai/baidus-ai-assistant-reaches-milestone-of-200-million-monthly-active-users-2ad30bfb]
 * Applications & Business
 * (00:26:53) The Drama at Thinking Machines, a New A.I. Start-Up, Is Riveting Silicon Valley - The New York Times [https://www.nytimes.com/2026/01/22/technology/thinking-machines-ai-startup-openai.html]
 * (00:31:44) Zhipu AI breaks US chip reliance with first major model trained on Huawei stack | South China Morning Post [https://www.scmp.com/tech/tech-war/article/3339869/zhipu-ai-breaks-us-chip-reliance-first-major-model-trained-huawei-stack]
 * (00:36:31) Elon Musk’s xAI launches world’s first Gigawatt AI supercluster to rival OpenAI and Anthropic [https://www.thenews.com.pk/latest/1388850-elon-musks-xai-launches-worlds-first-gigawatt-ai-supercluster-to-rival-openai-and-anthropic]
 * (00:41:25)

#232 - ChatGPT Ads, Thinking Machines Drama, STEM

Our 231st episode with a summary and discussion of last week's big AI news!

Recorded on 01/16/2026

Hosted by Andrey Kurenkov [https://twitter.com/andrey_kurenkov] and Jeremie Harris [https://www.linkedin.com/in/jeremieharris/]

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

Read out our text newsletter and comment on the podcast at https://lastweekin.ai/

In this episode:

 * Anthropic's new cowork tool integrates Claude code, potentially simplifying multiple computing tasks from editing videos to compiling spreadsheets.
 * Significant funding rounds see Anthropic raising $10B at a valuation of $350B, while XAI raises $20B, underscoring the immense market interest in AI startups.
 * Nvidia faces supply challenges for H200 AI chips due to overwhelming demand from China, despite high costs per unit and its potential impact on U.S. company revenue.
 * Policy debates highlight tensions around U.S. export controls to China, with leaders like Justin Lin from Alibaba and Jake Sullivan, former national security advisor, weighing in on the ramifications for the AI industry's future.



Timestamps:

 * (00:00:10) Intro / Banter
 * (00:01:30) News Preview
 * Tools & Apps
 * (00:02:13) Anthropic’s new Cowork tool offers Claude Code without the code | TechCrunch [https://techcrunch.com/2026/01/12/anthropics-new-cowork-tool-offers-claude-code-without-the-code/]
 * (00:09:45) Google’s Gemini AI will use what it knows about you from Gmail, Search, and YouTube | The Verge [https://www.theverge.com/news/861576/google-gemini-ai-personal-intelligence-gmail-search-youtube-photos]
 * (00:12:45) Google removes some AI health summaries after investigation finds “dangerous” flaws - Ars Technica [https://arstechnica.com/ai/2026/01/google-removes-some-ai-health-summaries-after-investigation-finds-dangerous-flaws/]
 * (00:16:29) Gmail is getting a Gemini AI overhaul [https://www.engadget.com/ai/gmail-is-getting-a-gemini-ai-overhaul-130000422.html?guccounter=1]
 * (00:18:12) Slackbot is an AI agent now | TechCrunch [https://techcrunch.com/2026/01/13/slackbot-is-an-ai-agent-now/]
 * Applications & Business
 * (00:20:11) Anthropic Raising $10 Billion at $350 Billion Value [https://www.wsj.com/tech/ai/anthropic-raising-10-billion-at-350-billion-value-62af49f4?gaa_at=eafs&gaa_n=AWEtsqfreO4bK1gP-8SV3R-yDh3n8vJYpf4NRFC8TNMRDrWpDi2VSu5grKP_mbCQP4c%3D&gaa_ts=695ea48d&gaa_sig=q5Y5Ndk53_YP767_rhw750M8ZX7swSjVo8iSvi-GDxd4bac6H08S08eY51x3iy80TRk-h-5l6PG6DwKNJSupMw%3D%3D]
 * (00:22:25) Elon Musk xAI raises $20 billion from Nvidia, Cisco, investors [https://www.cnbc.com/2026/01/06/elon-musk-xai-raises-20-billion-from-nvidia-cisco-investors.html]
 * (00:24:47) NVIDIA Needs a Supply Chain ‘Miracle’ From TSMC as China’s H200 AI Chip Orders Overwhelm Supply, Triggering a Bottleneck [https://wccftech.com/nvidia-needs-a-supply-chain-miracle-from-tsmc-as-china-ai-chip-orders-overwhelm-supply/]
 * (00:29:26)

#231 - Claude Cowork, Anthropic $10B, Deep Delta Learning

Our 230th episode with a summary and discussion of last week's big AI news!

Recorded on 01/02/2026

Hosted by Andrey Kurenkov [https://twitter.com/andrey_kurenkov] and Jeremie Harris [https://www.linkedin.com/in/jeremieharris/]

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

Read out our text newsletter and comment on the podcast at https://lastweekin.ai/

In this episode:

 * Nvidia's acquisition of AI chip startup Groq for $20 billion highlights a strategic move for enhanced inference technology in GPUs.
 * New York's RAISE Act legislation aims to regulate AI safety, marking the second major AI safety bill in the US.
 * The launch of GLM 4.7 by Zhipu AI marks a significant advancement in open-source AI models for coding.
 * Evaluation of long-horizon AI agents raises concerns about the rising costs and efficiency of AI in performing extended tasks.



Timestamps:

 * (00:00:10) Intro / Banter
 * (00:01:58) 2025 Retrospective



 * Tools & Apps
 * (00:24:39) OpenAI bets big on audio as Silicon Valley declares war on screens | TechCrunch [https://techcrunch.com/2026/01/01/openai-bets-big-on-audio-as-silicon-valley-declares-war-on-screens/]



 * Applications & Business
 * (00:26:39) Nvidia buying AI chip startup Groq for about $20 billion, biggest deal [https://www.cnbc.com/2025/12/24/nvidia-buying-ai-chip-startup-groq-for-about-20-billion-biggest-deal.html?amp_gsa=1&_js_v=a9&usqp=mq331AQGsAEggAID#amp_tf=From%20%251%24s&aoh=17666238982433&csi=0&referrer=https%3A%2F%2Fwww.google.com&ampshare=https%3A%2F%2Fwww.cnbc.com%2F2025%2F12%2F24%2Fnvidia-buying-ai-chip-startup-groq-for-about-20-billion-biggest-deal.html]
 * (00:34:28) Exclusive | Meta Buys AI Startup Manus, Adding Millions of Paying Users - WSJ [https://www.wsj.com/tech/ai/meta-buys-ai-startup-manus-adding-millions-of-paying-users-f1dc7ef8?gaa_at=eafs&gaa_n=AWEtsqcXYlgl-0LUoPydYMHi9RaZlxV5zZ5iVoNnfoVki4MGpBX4Jg3TkxePgy-LSfs%3D&gaa_ts=69536347&gaa_sig=SAcajb83NYxItq-wb6Bmx-DHvu-lV0a0LSmfZGl4MonTVbmqwFxuQc0uOt8Ta4dibNm5W7HexndjSXMtOPukCw%3D%3D]
 * (00:38:05) Cursor continues acquisition spree with Graphite deal | TechCrunch [https://techcrunch.com/2025/12/19/cursor-continues-acquisition-spree-with-graphite-deal/]
 * (00:39:15) Micron Hikes CapEx to $20B with 2026 HBM Supply Fully Booked; HBM4 Ramps 2Q26 [https://www.trendforce.com/news/2025/12/18/news-micron-hikes-capex-to-20b-with-2026-hbm-supply-fully-booked-hbm4-ramps-2q26/]
 * (00:42:06) Chinese fabs are reportedly upgrading older ASML DUV lithography chipmaking machines — secondary channels and independent engineers used to soup up Twinscan NXT series [https://www.tomshardware.com/tech-industry/semiconductors/china-is-squeezing-more-life-out-of-asmls-older-duv-tools-as-chip-controls-tighten]



 * Projects & Open Source
 * (00:47:52) Z.AI launches GLM-4.7, new SOTA open-source model for coding [https://www.testingcatalog.com/z-ai-launches-glm-4-7-new-sota-open-source-model-for-coding/]
 * (00:50

#230 - 2025 Retrospective, Nvidia buys Groq, GLM 4.7, METR

Our 229th episode with a summary and discussion of last week's big AI news!

Recorded on 12/19/2025

Hosted by Andrey Kurenkov [https://twitter.com/andrey_kurenkov] and Jeremie Harris [https://www.linkedin.com/in/jeremieharris/]

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

Read out our text newsletter and comment on the podcast at https://lastweekin.ai/

In this episode:

 * Notable releases include OpenAI's GPT-5.2 Codex for advanced coding and Google's Gemini Free Flash for competitive AI application performance. Nvidia's new open-source Trion-3 models also showcase impressive benchmarks.
 * Funding updates highlight Lovable's $330M Series B, valuing the AI coding startup at $6.6B, and Faya's $140M Series D for AI model hosting, valued at $4.5B.
 * China makes significant strides in semiconductor technology with advances in EUV lithography machines, led by Huawei and SMIC, potentially disrupting global chip manufacturing dominance.
 * Key safety and policy updates include OpenAI's GPT-5.2 system card focusing on biosecurity and cybersecurity risks, while Google partners with the US military to power a new AI platform with Gemini models.



Timestamps:

 * (00:00:10) Intro / Banter
 * (00:02:09) News Preview
 * 
 * Tools & Apps
 * (00:02:56) Google launches Gemini 3 Flash, makes it the default model in the Gemini app | TechCrunch [https://techcrunch.com/2025/12/17/google-launches-gemini-3-flash-makes-it-the-default-model-in-the-gemini-app/]
 * (00:10:13) ChatGPT launches an app store, lets developers know it's open for business | TechCrunch [https://techcrunch.com/2025/12/18/chatgpt-launches-an-app-store-lets-developers-know-its-open-for-business/]
 * (00:13:35) Introducing GPT-5.2-Codex | OpenAI [https://openai.com/index/introducing-gpt-5-2-codex/]
 * (00:19:23) Story about OpenAI release - GPT image 1.5
 * (00:22:27) Meta partners with ElevenLabs to power AI audio across Instagram, Horizon - The Economic Times [https://economictimes.indiatimes.com/tech/artificial-intelligence/meta-partners-with-elevenlabs-to-power-ai-audio-across-instagram-horizon/articleshow/125919502.cms?from=mdr]
 * 
 * Applications & Business
 * (00:23:16) OpenAI to End Equity Vesting Period for Employees, WSJ Says [https://www.bloomberg.com/news/articles/2025-12-13/openai-to-end-equity-vesting-period-for-employees-wsj-says]
 * (00:28:20) How China built its ‘Manhattan Project’ to rival the West in AI chips [https://www.reuters.com/world/china/how-china-built-its-manhattan-project-rival-west-ai-chips-2025-12-17/]
 * (00:36:47) China’s Huawei, SMIC Make Progress With Chips, Report Finds [https://www.bloomberg.com/news/articles/2025-12-11/china-s-huawei-and-smic-make-progress-with-chips-report-finds]
 * (00:41:03) OpenAI in Talks to Raise At Least $10 Billion From Amazon and Use Its AI Chips [https://www.cnbc.com/2025/12/16/openai-in-talks-with-amazon-about-investment-could-top-10-billion.html]
 * (00:43:32)

#229 - Gemini 3 Flash, ChatGPT Apps, Nemotron 3

Our 228th episode with a summary and discussion of last week's big AI news!

Recorded on 12/12/2025

Hosted by Andrey Kurenkov [https://twitter.com/andrey_kurenkov] and Jeremie Harris [https://www.linkedin.com/in/jeremieharris/]

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

Read out our text newsletter and comment on the podcast at https://lastweekin.ai/

In this episode:

 * OpenAI's latest model GPT-5.2 demonstrates improved performance and enhanced multi-modal capabilities but comes with increased costs and a different knowledge cutoff date.
 * Disney invests $1 billion in OpenAI to generate Disney character content, creating unique licensing agreements across characters from Marvel, Pixar, and Star Wars franchises.
 * The U.S. government imposes new AI chip export rules involving security reviews, while simultaneously moving to prevent states from independently regulating AI.
 * DeepMind releases a paper outlining the challenges and findings in scaling multi-agent systems, highlighting the complexities of tool coordination and task performance.



Timestamps:

 * (00:00:00) Intro / Banter
 * (00:01:19) News Preview
 * Tools & Apps
 * (00:01:58) GPT-5.2 is OpenAI’s latest move in the agentic AI battle | The Verge [https://www.theverge.com/ai-artificial-intelligence/842529/openai-gpt-5-2-new-model-chatgpt]
 * (00:08:48) Runway releases its first world model, adds native audio to latest video model | TechCrunch [https://techcrunch.com/2025/12/11/runway-releases-its-first-world-model-adds-native-audio-to-latest-video-model/]
 * (00:11:51) Google says it will link to more sources in AI Mode | The Verge [https://www.theverge.com/news/841603/google-ai-mode-source-links-web-guide]
 * (00:12:24) ChatGPT can now use Adobe apps to edit your photos and PDFs for free | The Verge [https://www.theverge.com/news/841369/chatgpt-apps-adobe-photoshop-acrobat-express]
 * (00:13:05) Tencent releases Hunyuan 2.0 with 406B parameters [https://dataconomy.com/2025/12/08/tencent-releases-hunyuan-2-0-with-406b-parameters/]
 * Applications & Business
 * (00:16:15) China set to limit access to Nvidia’s H200 chips despite Trump export approval [https://www.ft.com/content/c4e81a67-cd5b-48b4-9749-92ecf116313d]
 * (00:21:02) Disney investing $1 billion in OpenAI, will allow characters on Sora [https://www.cnbc.com/2025/12/11/disney-openai-sora-characters-video.html]
 * (00:24:48) Unconventional AI confirms its massive $475M seed round [https://techcrunch.com/2025/12/09/unconventional-ai-confirms-its-massive-475m-seed-round/]
 * (00:29:06) Slack CEO Denise Dresser to join OpenAI as chief revenue officer | TechCrunch [https://techcrunch.com/2025/12/09/slack-ceo-denise-dresser-to-join-openai-as-chief-revenue-officer/]
 * (00:31:18) The state of enterprise AI [https://openai.com/index/the-state-of-enterprise-ai-2025-report/]
 * Projects & Open Source<

#228 - GPT 5.2, Scaling Agents, Weird Generalization

Weekly AI news summaries and discussion about the most interesting developments in AI, deep learning, robotics, and more!

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