Latest / HotTea: The AI Morning Briefing
AI's buildout started pricing its own constraints.
Chip markets sold off as investors questioned the AI capex curve, open-security coalitions turned model access into a cyber defense fight, Anthropic tried to narrow the open-weight debate, off-grid data centers hit practical limits, and Europe moved AI transparency from guidance toward compliance. 5 evidence-backed stories. AI-generated narration. Sections 00:00 What we're covering today 00:20 1. The AI chip trade cracked where the buildout is most concentrated 01:23 2. Nvidia's security alliance made openness a cyber-defense argument 02:24 3. Anthropic said the open-weight fight is about…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.