skinny.

Latest / Tech Talks With Kinsoft

Last Week in Tech – The AI Capex Reckoning, AMD's Anthropic Deal, and WordPress Under Attack

Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode!

The market finally asks AI to show its receipts. This week: Alphabet and Tesla beat on revenue but get hammered for record capex — the Nasdaq's worst day since April — while Intel posts its best growth since 2011; AMD and Anthropic strike a 2-gigawatt GPU deal with up to US$5B in equity; the "wp2shell" WordPress core flaws go from patch to mass exploitation in 48 hours; a 7,600-repository GitHub campaign booby-traps fake AI agent integrations — and AI coding assistants recommend them to…

The skinny

The skinny isn't ready yet — notes appear once the transcript is processed.