NVIDIA is buying Hugging Face for $12.9 billion, Anthropic wants a bigger IPO than SpaceX, and a Chinese open source AI model served the world's inference without a single NVIDIA chip.

Plus: 2,000 humanoid robots raced in Beijing and one of them beat Usain Bolt's 100m record. Then it ran into a wall, because nobody has solved stopping yet.

Rik and Ben go through the week that every layer of the AI stack got bought, built in-house, or quietly replaced.

IN THIS EPISODE:

• NVIDIA agrees to buy Hugging Face for $12.9B. Ben does the math live: Hugging Face makes around $150M a year, putting the deal at roughly 100 times revenue. Microsoft paid 25-30x for GitHub in 2018.

• Anthropic targets a roughly $100B IPO, bigger than SpaceX's record raise. Rik's objection: they rent compute from a direct competitor, and the deal has a 90-day clause.

• Ox Alpha, the anonymous model developers had been hammering for weeks, turns out to be Z.ai's GLM-5.3-Flash. MIT licence, 1M-token context, running entirely on domestic Chinese chips.

• The 5-hour limits are back on OpenAI Plus, and Ben argues rate limits have become pricing strategy rather than infrastructure. Claude Code eating the Claude chat quota is what pushed Rik back to Cursor.

• Shopify's CEO floats banning Claude Code over a config file. Apple spends $1.5B on AI that can read silently mouthed words.

• One developer made around $235,000 with a bid button, and Ben traces the whole idea back to the million dollar homepage, whose creator went on to co-found Calm.

CHAPTERS:

00:00 Cold open

00:10 The Robot Olympics: 2,000 humanoids in Beijing

05:47 Teaching a robot a task from one video

07:29 Why AI still can't edit a video

14:03 NVIDIA buys Hugging Face for $12.9B

18:23 What is Hugging Face actually worth?

21:13 Apple quietly bought a silent-speech startup

24:38 Anthropic wants a bigger IPO than SpaceX

26:58 Is Anthropic just paying Elon's bills?

28:37 OpenAI paused frontier RL training

32:14 OpenAI's Jalapeño chip

35:21 Ox Alpha was GLM-5.3-Flash all along

39:03 Ranking every major model

42:27 The 5-hour limits are back

46:23 Shopify vs Claude Code

47:59 Grok Bot opens to everyone

51:14 outbid.lol made $132k in a week

54:02 The million dollar homepage

57:07 The new Mac mini

MENTIONED:

NVIDIA, Hugging Face, Microsoft, GitHub, Anthropic, Claude, Claude Code, OpenAI, Codex, ChatGPT, Z.ai, GLM-5.3-Flash, Ox Alpha, DeepSeek, Kimi K3, Cursor, Grok Bot, SuperGrok, Antigravity, Hermes, Skild AI, Tesla Optimus, World Humanoid Robot Games, OpenAI Jalapeño chip, Cerebras, Blackwell, Rubin, Apple, Siri, AirPods, Whisper Flow, Shopify, CLAUDE.md, AGENTS.md, Remotion, HyperFrames, CapCut, Descript, outbid.lol, the million dollar homepage, Calm, Replit, Bittensor, Theo's model tier list.

HOSTS:

Rik - https://x.com/rikventure

Ben Broch - https://x.com/brochchain

LISTEN AND WATCH:

YouTube - https://www.youtube.com/channel/UCUhKe2X1RW-kLTDigvkMz4w

Spotify - https://open.spotify.com/show/0ZBhl5IVFa8wZPvIKNTkRP

Apple Podcasts - https://podcasts.apple.com/us/podcast/god-mode-podcast/id1883959580

Newsletter - https://godmodepod.substack.com/

New episodes every Saturday.

Mit Mark Forster im Airfryer

Fest & Flauschig

Digitales Ausräumen und echte Kotsteine

The AI-powered Podcast Player