AI Convo Cast

Trump Pulls AI Order, Anthropic's $1.25B/Month xAI Deal, Nvidia's Record Quarter

5 min · 22. maj 2026
episode Trump Pulls AI Order, Anthropic's $1.25B/Month xAI Deal, Nvidia's Record Quarter cover

Description

In this episode, we discuss President Trump abruptly postponing a frontier AI and cybersecurity executive order that would have set up a voluntary review framework for Anthropic, OpenAI, and Google before releasing their most powerful models. We break down new details from SpaceX's S-1 filing revealing Anthropic will pay xAI $1.25 billion per month for Colossus compute access, turning xAI into a competitor, supplier, and infrastructure player all at once. We also cover Nvidia's blockbuster quarter with $81.6 billion in revenue driven by surging data center and networking demand, plus Google DeepMind's expansion of Project Genie, which uses Street View imagery to generate explorable AI worlds for training agents and robots. https://www.aiconvocast.com Help support the podcast by using our affiliate links: Eleven Labs: https://try.elevenlabs.io/ibl30sgkibkv Disclaimer: This podcast is an independent production and is not affiliated with, endorsed by, or sponsored by Anthropic, xAI, Nvidia, Google, DeepMind, OpenAI, SpaceX, or any other entities mentioned unless explicitly mentioned. The content provided is for educational and entertainment purposes only and does not constitute professional, financial, or legal advice. Affiliate links may earn the podcast a commission at no additional cost to you.

Comments

0

Be the first to comment

Sign up now and become a member of the AI Convo Cast community!

Get Started

1 month for 9 kr.

Then 99 kr. / month · Cancel anytime.

  • Podcasts kun på Podimo
  • 20 lydbogstimer pr. måned
  • Gratis podcasts

All episodes

374 episodes

episode OpenAI's IPO Filing, Apple's Siri AI with Gemini, and Google's SpaceX GPU Deal artwork

OpenAI's IPO Filing, Apple's Siri AI with Gemini, and Google's SpaceX GPU Deal

In this episode, we cover OpenAI's confidential S-1 filing and its "third phase" AGI roadmap, Apple's long-awaited Siri AI overhaul powered in part by Google Gemini, Google's massive $920 million per month GPU bridge deal with SpaceX, and Notion temporarily cutting off Anthropic's Claude models after an Opus outage. We unpack what OpenAI going public could reveal about its finances and safety risks, why Apple is leaning on its biggest search rival to fix Siri, and what the SpaceX compute deal says about the AI infrastructure squeeze. We also look at how the Notion-Anthropic disruption highlights the growing case for multi-model fallback in enterprise AI. https://www.aiconvocast.com Help support the podcast by using our affiliate links: Eleven Labs: https://try.elevenlabs.io/ibl30sgkibkv Disclaimer: This podcast is an independent production and is not affiliated with, endorsed by, or sponsored by OpenAI, Apple, Google, SpaceX, Anthropic, Notion, NVIDIA, or any other entities mentioned unless explicitly stated. The content provided is for educational and entertainment purposes only and does not constitute professional, financial, or legal advice. Affiliate links may earn us a commission at no additional cost to you.

9. juni 20266 min
episode OpenAI's ChatGPT Super App, Anthropic's Claude Codes Itself, and DNA Screening artwork

OpenAI's ChatGPT Super App, Anthropic's Claude Codes Itself, and DNA Screening

In this episode, we discuss OpenAI's reported plan to transform ChatGPT into an AI super app with integrated Codex, agents, and partner services like Canva and Booking. We break down Anthropic's striking claim that Claude now writes roughly 80 percent of its own code, along with its call for a coordinated industry pause mechanism on frontier AI development. We also cover a rare coalition of AI leaders including Sam Altman, Dario Amodei, Demis Hassabis, and Mustafa Suleyman backing mandatory screening for synthetic DNA orders as a key biosecurity measure. https://www.aiconvocast.com Help support the podcast by using our affiliate links: Eleven Labs: https://try.elevenlabs.io/ibl30sgkibkv Disclaimer: This podcast is an independent production and is not affiliated with, endorsed by, or sponsored by OpenAI, Anthropic, Google, Canva, Booking, Twist Bioscience, or any other entities mentioned unless explicitly mentioned. The content provided is for educational and entertainment purposes only and does not constitute professional, financial, or legal advice. Affiliate links may earn us a commission at no additional cost to you.

Yesterday6 min
episode OpenAI's Rosalind and Dreaming V3, Google's Gemma 4, and Siri's Gemini Twist artwork

OpenAI's Rosalind and Dreaming V3, Google's Gemma 4, and Siri's Gemini Twist

In this episode, we discuss OpenAI's upgraded GPT Rosalind model for life sciences research, the new Dreaming V3 memory architecture rolling out to ChatGPT users, and Google DeepMind's release of Gemma 4 12B, an open-weight multimodal model built to run locally on laptops. We also dig into a striking report that Apple's revamped Siri will reportedly lean on Google Gemini running on NVIDIA Blackwell hardware, raising big questions about Apple's assistant strategy and the future of full-stack AI. From frontier lab releases to on-device multimodal AI and shifting alliances between OpenAI, Google, NVIDIA, and Apple, we break down what each move means for developers, researchers, and everyday users. https://www.aiconvocast.com Help support the podcast by using our affiliate links: Eleven Labs: https://try.elevenlabs.io/ibl30sgkibkv Disclaimer: This podcast is an independent production and is not affiliated with, endorsed by, or sponsored by OpenAI, Google, DeepMind, Apple, NVIDIA, or any other entities mentioned unless explicitly mentioned. The content provided is for educational and entertainment purposes only and does not constitute professional, financial, or legal advice. Affiliate links may earn the podcast a commission at no additional cost to you.

5. juni 20266 min
episode Meta Business Agent Goes Global, OpenAI Codex Pivot, Instagram AI Hack artwork

Meta Business Agent Goes Global, OpenAI Codex Pivot, Instagram AI Hack

In this episode, we cover Meta's global launch of its Business Agent across WhatsApp, Messenger, and Instagram, and OpenAI's pivot of Codex from a coding tool into a general productivity platform now serving millions of weekly users. We also break down a troubling security incident where Instagram's AI support chatbot was reportedly tricked into helping attackers take over accounts, and the UK's landmark ruling forcing Google to let publishers opt out of AI Overviews and AI Mode while remaining in regular Search. From agentic commerce and knowledge work to AI safety failures and publisher leverage against Google, we unpack what each shift means for users, developers, and the broader AI ecosystem. https://www.aiconvocast.com Help support the podcast by using our affiliate links: Eleven Labs: https://try.elevenlabs.io/ibl30sgkibkv Disclaimer: This podcast is an independent production and is not affiliated with, endorsed by, or sponsored by Meta, OpenAI, Instagram, WhatsApp, Google, Anthropic, Shopify, Zendesk, or any other entities mentioned unless explicitly stated. The content provided is for educational and entertainment purposes only and does not constitute professional, financial, security, or legal advice. Affiliate links may earn the podcast a commission at no additional cost to you.

4. juni 20266 min
episode Microsoft Scout and MAI Models, OpenAI Codex Agents, GPT-5 on AWS Bedrock artwork

Microsoft Scout and MAI Models, OpenAI Codex Agents, GPT-5 on AWS Bedrock

In this episode, we cover Microsoft's Build 2026 launch of Scout and its new MAI family of in-house models, including the MAI-Thinking-1 reasoning model trained with "zero distillation." We also break down OpenAI turning Codex into a workplace agent with role-specific plugins for analytics, sales, design, and finance, plus the general availability of GPT-5.5, GPT-5.4, and Codex on Amazon Bedrock. Finally, we unpack President Trump's narrower frontier AI executive order, which sets up a voluntary cyber capability testing framework for labs like OpenAI, Anthropic, Google, Microsoft, and xAI. Tune in for a clear look at how Microsoft, OpenAI, AWS, and Washington are reshaping the frontier AI landscape. https://www.aiconvocast.com Help support the podcast by using our affiliate links: Eleven Labs: https://try.elevenlabs.io/ibl30sgkibkv Disclaimer: This podcast is an independent production and is not affiliated with, endorsed by, or sponsored by Microsoft, OpenAI, Amazon, AWS, Anthropic, Google, xAI, or any other entities mentioned unless explicitly mentioned. The content provided is for educational and entertainment purposes only and does not constitute professional, financial, or legal advice. Affiliate links may earn us a commission at no additional cost to you.

3. juni 20266 min