Our 219th episode with a summary and discussion of last week's big AI news!
Recorded on 08/08/2025

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Hosted by Andrey Kurenkov and Jeremie Harris.
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In this episode:

OpenAI reveals GPT-5, a consolidated model combining all previous versions, marking notable improvements and introducing a new infrastructure and product update.
Multiple major releases from leading AI labs, including OpenAI, Anthropic, and Google reflect the ongoing competitive landscape with significant business updates and new model capabilities.
Discussions on geopolitical influences in AI development highlight China’s evolving stance on AI safety and governance, contrasting with U.S. approaches and raising concerns over export bans and international cooperation.
Papers from leading AI entities such as OpenAI and Anthropic delve into the complexities of AI alignment and safety, proposing new methodologies for auditing and mitigating risks in model behaviors.

Timestamps + Links:

(00:26:35) Meta, Microsoft stocks rise on strong earnings and AI spending boom
(00:29:17) OpenAI to Establish Stargate Norway With 230MW Data Center - Bloomberg
(00:32:12) Anthropic Revenue Pace Nears $5 Billion in Run-Up to Mega Round — The Information
(00:37:18) OpenAI Hits $12 Billion Annualized Revenue
(00:40:06) Noma Security raises $100 million to defend against AI agent vulnerabilities | Ctech

(01:20:05) Estimating Worst-Case Frontier Risks of Open-Weight LLMs
(01:23:14) Anthropic's AI 'Vaccine': Train It With Evil to Make It Good - Business Insider
(01:27:26) Anthropic unveils 'auditing agents' to test for AI misalignment | VentureBeat
(01:28:31) Optimizing The Final Output Can Obfuscate CoT (Research Note)
(01:31:23) Why China isn’t about to leap ahead of the West on compute
(01:33:15) Inside the Summit Where China Pitched Its AI Agenda to the World | WIRED
(01:38:47) Nvidia H20 GPUs reportedly caught up in U.S. Commerce Department's worst export license backlog in 30 years — billions of dollars worth of GPUs and other products in limbo due to staffing cuts, communication issues | Tom's Hardware

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