AI Mornings with Andreas Vig

OpenAI's IPO Filing & Xiaomi's 1,000 TPS Breakthrough

OpenAI files for IPO as Anthropic surges ahead in secondary markets. Xiaomi achieves 1,000+ tokens per second on a trillion-parameter model using commodity GPUs. Apple unveils Siri AI with cross-app context at WWDC 2026. Plus: xAI's datacenter business, ChatGPT's superapp overhaul, and signs of strain in AI infrastructure spending.

Google's $30B GPU Bet & AI-Designed Vaccines

Google signs a massive $30B compute deal with SpaceX for 110,000 GPUs, Cambridge University tests the first AI-designed vaccine against coronaviruses, and DeepSeek's V4 Pro beats GPT-5.5 in precision benchmarks. Plus: Microsoft's "Tokenpocalypse" signals the end of subsidized AI pricing, Meta's AI support agent gets exploited, and small businesses start building teams of AI agents.

Anthropic's AI Building AI & Airbnb Enters the Arena

Anthropic reveals AI is already accelerating its own development with 80%+ of code now written by Claude. Plus: Airbnb CEO Brian Chesky launches AI lab, Apple approves first Messages AI agent, Meta builds data centers in tents, and new image models focus on user control.

Google's Laptop-Ready Gemma 4 & Meta's Global AI Agent

Google releases Gemma 4 12B, an open-weights multimodal model running locally on laptops. Meta launches Business Agent globally on WhatsApp. Plus: Coralogix raises $200M, GitLab cuts 14% of staff, DeepSeek slashes prices, mathematicians issue AI warning, and Anthropic shares agent security details.

Anthropic's IPO Filing & Microsoft's Break from OpenAI

Anthropic beats OpenAI to the IPO filing while Microsoft launches its first in-house coding model for GitHub Copilot. Plus: Uber's AI spending crisis, a Stanford study showing AI outperforming law professors, and Google's new fake call detection for AI voice scams.