Intro

This chapter delves into the U.S. government's decision to lift export restrictions on Nvidia and AMD, enabling them to sell AI chips to China. The discussion covers potential impacts on market dynamics, AI progress, and the competitive challenges posed by Chinese electric car manufacturers due to U.S. trade policies.

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Episode notes

Jeff Jarvis and I return for another week of AI Inside. NVIDIA and AMD get the green light to sell AI chips in China... for now! Is U.S. trade policy fueling Chinese AI innovation? Meta might someday decide to pivot from open-ish source to closed source, because dang, they are throwing serious money at superintelligence! Google’s $2.4 billion Windsurf licensing and talent grab continue to make us question if we're staring into the steely eyes of a bubble. Jeff and I round out the show by exploring the new wave of agentic AI web browsers.
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Note: Time codes subject to change depending on dynamic ad insertion by the distributor.

CHAPTERS:

0:00:00 - Podcast begins

0:01:06 - Nvidia and AMD Soar as Chip Trade Curbs Fall

0:03:01 - China Is Spending Billions to Become an A.I. Superpower

0:09:26 - Zuckerberg touts AI build-out, says company will spend hundreds of billions on data centers

0:11:02 - Meta’s Days of Giving Away AI for Free Are Numbered

0:14:55 - Their Water Taps Ran Dry When Meta Built Next Door

0:20:05 - Google to Pay $2.4 Billion in Deal to License Tech of Coding Startup, Hire CEO

0:21:48 - Cognition, maker of the AI coding agent Devin, acquires Windsurf

0:28:10 - Google Gemini flaw hijacks email summaries for phishing