Google, SpaceX deals and compute market shifts

This week, Jason Howell and Jeff Jarvis dig into Apple's biggest AI reveal yet: the company rebuilt Apple Intelligence on top of Google Gemini, Siri AI finally works according to early reviewers, and the EU is blocked from getting any of it. Anthropic released Fable 5, the first publicly available model in its Mythos frontier tier, safety-locked and twice the price of Opus. OpenAI filed its S-1 and is planning a super app.
Also in this episode: A Trump administration equity stake in OpenAI, Perplexity targeting a 2028 IPO, Google paying SpaceX $920 million a month for compute, AI agents now accounting for more web traffic than humans, and the debate over AI degrees. New episodes every Wednesday at aiinside.show.

Note: Time codes subject to change depending on dynamic ad insertion by the distributor.

CHAPTERS:

• 0:00 - Start
• 0:02:51 - Apple Reveals New AI Architecture Built Around Google Gemini Models
• 0:23:47 - Anthropic Releases New ‘Mythos-Class’ Model to General Public With Guardrails
• 0:40:24 - OpenAI confidentially filed for an offering, but said ‘it may be a while’ before it goes public
• 0:46:05 - Trump administration, OpenAI discussing possible government stake in the AI startup
• 0:50:07 - Google to pay SpaceX $920 million a month for compute capacity at xAI data centers
• 0:50:53 - Colleges Are Building A.I. Degrees, Hoping Students Will Come
• 0:56:43 - AI Agents Now Generate More Web Traffic Than Humans
• 1:00:38 - Fluid, natural voice translation with Gemini 3.5 Live Translate
• 1:02:41 - Meta Launches ‘Workforce Academy’ to Train Workers to Build Data Centers
• 1:03:27 - Amazon launches AI image generator to narrow search queries
• 1:07:13 - Cancer vaccines using AI gets research funding
• 1:08:26 - Landmark German ruling declares Google's AI Overviews are Google's own words and makes it liable for false answers

Hosts: Jason Howell and Jeff Jarvis

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