AI Insights: AI News, Eyewitness Accounts

AI Insights
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Feb 12, 2026 • 19min

XAI's Radical Plan: Data Centers In Space

A deep dive into building AI data centers in orbit and the solar-powered infrastructure needed to scale compute off Earth. Discussion of how Starship and lunar manufacturing could cut launch costs and enable orbital servers. Exploration of technical hurdles like radiation hardening and inter-satellite bandwidth. A look at strategic moves to integrate rockets, satellites, and AI services into a single stack.
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Feb 11, 2026 • 13min

Runway Raises $315M for AI World Models

A deep dive into Runway's $315M raise and its push to pretrain next‑gen world models for video. Discussion of what world models are and why 3D physics and camera realism matter. Overview of Gen 4.5’s HD text-to-video, native audio, and long-form storytelling claims. Conversation about safety guardrails for deepfakes, global regulation trends, and Runway’s competitive and infrastructure moves.
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8 snips
Feb 10, 2026 • 11min

Anthropic to Raise $20B at $350B Valuation

Big-money fundraising moves as a company aims to raise $20B at a sky-high $350B valuation. Discussion of who might invest, from VCs to tech giants and sovereign funds. Coverage of a name-rights legal clash in India and how that market shapes global AI expansion. Notes on product wins, market disruption, and upcoming public listings.
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Feb 8, 2026 • 12min

Amazon's $200B CapEx Spend Dominates AI Race

A deep dive into the AI compute arms race and why raw data center power is the new battleground. Amazon's plan to pour vast capital into chips, robotics, and satellites leads the conversation. Comparisons with Google, Meta, Microsoft and Oracle highlight escalating CapEx bets. The tension between long-term infrastructure spending and investor skepticism is a central theme.
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9 snips
Feb 8, 2026 • 12min

Amazon's $200B CapEx Spend Dominates AI Race

A deep dive into mammoth tech capital plans and why companies are racing for AI compute power. Coverage of Amazon's staggering $200 billion capex plan and how rivals are responding. Discussion of investor pushback and what Wall Street wants to see. A look at AWS growth, major customer wins, and why enterprises shift large AI workloads to the cloud.
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7 snips
Feb 7, 2026 • 12min

Reddit's AI Answers & Meta's Vibes App

A deep look at Reddit's move to AI-powered search and why it thinks community answers beat single responses. Growth metrics and new features for richer, multilingual replies are highlighted. Meta's Vibes app for AI-generated short videos and its remixing, sharing, and monetization plans are explored. The conversation centers on AI as both discovery tool and revenue driver.
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Feb 6, 2026 • 11min

SpaceX Asks FCC for 1M AI Data Centers in Space

A bold plan to put a million AI data-center satellites into orbit and the FCC filing that kicked it off. How solar power and cold space could change power and cooling math for compute. The merger moves tying satellite networks to AI model companies. Practical hurdles like repairs, de-orbit rules, launch demand, and the broader vision for Moon, Mars, and AI competition.
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Feb 6, 2026 • 11min

SpaceX Asks FCC for 1M AI Data Centers in Space

A wild plan to put a million AI data centers into orbit and why SpaceX thinks space offers cheaper power and cooling. The filing’s operational and maintenance headaches get a close look. The discussion covers the merger timing, long-term launch economics, deorbit rules, and how nonstop satellite turnover could reshape global compute capacity.
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9 snips
Feb 5, 2026 • 10min

Anthropic's Opus 4.6 and OpenAI's Codex: New AI Models Compete

A deep dive into Anthropic's Opus 4.6 release and its massive 1M-token context windows. Exploration of 'agent teams' that split and parallelize large tasks. Discussion of Claude's new productivity integrations and broader professional adoption. Coverage of OpenAI's GPT 5.3 Codex and the launch of the Frontier enterprise agent platform.
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Feb 4, 2026 • 13min

Lotus Health AI Doctor Raising $35M

A startup is offering a 24/7 AI doctor that gives free primary care in 50 languages and recently raised $35M. The conversation covers how AI chat can turn conversations into diagnoses, prescriptions, labs, and referrals. Listeners hear about compliance, human oversight, state licensing hurdles, and plans to scale clinical operations and monetize later.

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