The chips, data centers, energy, and devices that AI depends on.
Trend this week
About the same5%of conversation
10 of 11 published weeks met the cross-podcast threshold.
8quoted moments6episodes5podcasts discussing this topic
A closer read
What changed
Its share rose from 2.7% to 5.3%, with evidence across 8 podcasts.
Where it showed up
It appeared in episodes including “From 10 Drones a Month to Nearly 100,000 — Inside Ukraine's Largest Drone Manufacturer | Marko Kushnir, General Cherry” and “Redefining Chip Architecture with Arm CEO Rene Haas”.
How to read it
6 cited episodes from 5 podcasts are shown below. The topic appeared across 8 podcasts in the full analysis.
Podcast moments from the week
8 quoted moments · 6 episodes · 5 podcasts
Eye on AI
From 10 Drones a Month to Nearly 100,000 — Inside Ukraine's Largest Drone Manufacturer | Marko Kushnir, General Cherry
#235: OpenAI-Hugging Face Hack Involved 100s of Agents, Bill Gates Now Pessimistic on Jobs, Nvidia Doubles Revenue & Anthropic Targets “$30 Trillion” TAM
“All right, to wrap up here, we've got some AI product and funding updates I'll go through real quick as we close out the episode. So first up, OpenAI has talked through some of the first results with Jalapeño, its first custom inference chip. It says this system developed with...”
“Bye. Because I was trying to understand where their models are coming from, where their chips are coming from. Yeah, he was saying they produce them in, in Ukraine. Uh Is there uh adequate semiconductor manufacturing or assembly in Ukraine to provide chips?”
“pretty big gains in speed and efficiency, which if they have exclusive access to this chip and it actually is better than anything you can get, on the market, big competitive advantage.”
Monday's first guest was Zak Bratton-Glennon, a general partner at Gradient, the AI seed fund that launched inside Google in 2017 and spun out of Alphabet last October. His written thesis: open models have closed most of the gap on coding, and what remains is domain judgement ...
pair them up with AI agents, which can really read the code, understand the code, and some expertise of other more senior members of the team, and they can do a lot more than what someone could have done maybe 12 or 18 months ago.
#235: OpenAI-Hugging Face Hack Involved 100s of Agents, Bill Gates Now Pessimistic on Jobs, Nvidia Doubles Revenue & Anthropic Targets “$30 Trillion” TAM
All right, to wrap up here, we've got some AI product and funding updates I'll go through real quick as we close out the episode. So first up, OpenAI has talked through some of the first results with Jalapeño, its first custom inference chip. It says this system developed with...
Its share grew from 10.7% last week to 13.7% this week.
Share of this week’s podcast conversation
Recent weeks10.8%→This week13.7%
Came up more often than in recent weeks.
Podcast moments5 cited momentsViewClose
The Cognitive Revolution
AI:AM Highlights: Welcome to the AGI Era
Wednesday's other fight. Dean Ball, who now leads a strategy team at OpenAI, had published an essay apologising for years of understating AI risk in public. I and many of my colleagues largely failed to talk about this issue with the seriousness and urgency it required. David ...
how do you ensure that it behaves within guardrails, right? It behaves in a way that is um suitable for your enterprise, right? So, the problem of governance and assurance becomes very important.
