Shows / AI First Pod
AI First Pod
Short daily show covering the most important developments in artificial intelligence.
Episodes
- AI First Pod
Fable 5 Is Coming Back Tomorrow. Here's Exactly What's Changed.
The Information confirmed Anthropic restores Fable 5 access July 2nd — via government-issued ID verification through Persona. Twenty days after the shutdown…
- AI First Pod
GPT-5.6 Just Scored 91.9% on the Coding Benchmark. And June 2026 Is Over.
GPT-5.6 Sol previewed with the highest agentic coding benchmark ever demonstrated — 91.9% Terminal-Bench. Gemini 3.5 Pro missed its June deadline. John Jumper…
- AI First Pod
Mythos Is Partially Back. Fable 5 Is Still Offline. And We Still Don't Have a Framework.
The Commerce Secretary sent Anthropic a letter Friday restoring Mythos access for trusted cybersecurity partners — but not Fable 5, and not the general public…
- AI First Pod
The Government's AI Clearinghouse Is Due in 4 Days. There's Been No Announcement. Here's What to Watch.
The White House AI executive order mandated an AI cybersecurity clearinghouse by July 2nd — and with four days to go, there's been no public announcement of…
- AI First Pod
A Senate Hearing Revealed Why Fable 5 Was Really Pulled. The Answer Is More Alarming Than Anyone Said.
At a June 11th Senate hearing, the head of both the NSA and US Cyber Command reported that Anthropic's Mythos model broke into almost all US classified systems…
- AI First Pod
Google Lost 4 AlphaFold Researchers to Anthropic in 6 Days. The Market Wiped $270 Billion.
Four senior DeepMind researchers — all AlphaFold contributors — announced they're joining Anthropic this week, days after Noam Shazeer left for OpenAI…
- AI First Pod
OpenAI Just Entered the Chip Business. Meet Jalapeño — and Why It Changes the Economics of AI.
OpenAI and Broadcom unveiled Jalapeño yesterday — OpenAI's first custom inference chip, built in nine months using OpenAI's own models to accelerate the…
- AI First Pod
Oracle Just Put AI Job Cuts in an SEC Filing. That's a Legal First — and a Warning for Every HR Team.
Oracle disclosed AI-driven workforce reductions in a formal SEC filing on June 22nd — one of the first times a major company has put AI causation for layoffs…
- AI First Pod
Fable 5 Just Moved Behind a Paywall. Anthropic Hasn't Said a Word About the Six Lost Days.
As of midnight, Claude Fable 5 is no longer free for subscribers — it's $10/$50 per million tokens. The problem: six of the thirteen promised free days were…
- AI First Pod
The Man Who Invented the Transformer Just Joined OpenAI. Google Paid $2.7B to Keep Him. It Lasted 22 Months.
Noam Shazeer — co-inventor of the architecture underlying every AI model that exists — just left Google DeepMind for OpenAI after less than two years. We cover…
- AI First Pod
Bots Now Outnumber Humans on the Web. Cloudflare's CEO Didn't See It Coming This Fast.
More than half of all internet traffic is now bots — a crossover that Cloudflare's own CEO didn't expect until 2027. We break down what that means for every…
- AI First Pod
Why the Government Really Pulled Fable 5. The SK Telecom Story Explains It.
WIRED and Korean media revealed the missing piece: SK Telecom — a $100M Anthropic investor — was flagged by the White House as a Chinese security risk, and…
- AI First Pod
The Fable 5 Shutdown Is Accelerating America's AI Competitors. Here's the Damage Report.
One week after Washington pulled Fable 5, the unintended consequences are landing: Cohere is swamped with government inquiries, DeepSeek just closed a $7.4…
- AI First Pod
The UK and EU Just Called the Fable 5 Shutdown a Sovereignty Wake-Up Call. They're Right.
UK PM Mark Carney and the EU both responded publicly to the Fable 5 shutdown by committing to AI diversification — calling out the risk of depending on…
- AI First Pod
Anthropic Says Amazon Engineers Produced the Jailbreak That Got Fable 5 Shut Down.
Anthropic publicly stated it believes the jailbreak that triggered the government's Fable 5 shutdown was produced by engineers at Amazon — its largest investor…
- AI First Pod
The US Government Just Pulled Anthropic's Best AI Model Offline. Here's the Full Story.
Claude Fable 5 launched June 10th, was jailbroken in 24 hours via a multi-agent attack, had its 120,000-character system prompt published on GitHub, and was…
- AI First Pod
Colorado Delayed Its AI Law, the EU Didn't, and a Leaked OpenAI Spec Points to a Pre-IPO Model Launch.
Three stories to start the week: Colorado rewrote and delayed its AI law to January 2027 under industry pressure. The EU AI Act's chatbot transparency rules…
- AI First Pod
A Chinese AI Lab Just Called Its New Model "Recursive Self-Improvement." That's a Big Deal.
MiniMax released M2.7 with a product note that uses the exact phrase AI safety researchers have been warning about for years — "beginning the journey of…
- AI First Pod
Trump and Bernie Sanders Both Think the Government Should Own AI Companies. Here's Why That Matters.
In the span of one week: Sanders introduced a 50% AI equity tax bill, Altman walked into his office to negotiate, and Trump said government AI stakes would be…
- AI First Pod
SPCX Is Trading Right Now. But Tomorrow's MSCI Inclusion Matters More Than Today's Open.
SpaceX begins trading on Nasdaq today — the largest IPO in US history at $1.75 trillion. But with only 4% float, today's price is volatile and thin. What…
- AI First Pod
SpaceX Prices Tonight. And a $60 Billion Acquisition Closes 30 Days After Trading Starts.
SPCX prices tonight and trades tomorrow — the largest IPO in US history. But the bigger story is what comes 30 days later: SpaceX's expected $60 billion…
- AI First Pod
SPCX Is Trading Right Now. Here's the Bull Case, the Bear Case, and What Index Inclusion Could Mean.
SpaceX begins its first day of Nasdaq trading today — the largest US IPO in history at $1.75 trillion. Morningstar says it's worth $780 billion. ARK says $2.5…
- AI First Pod
Apple Finally Fixed Siri. Here's What Siri AI Actually Does — and What It Doesn't.
Apple unveiled Siri AI at WWDC yesterday — a rebuilt standalone app with Gemini under the hood, system-wide personal context, on-screen awareness, and…
- AI First Pod
Apple's Rebuilt Siri Is on Stage Right Now. Here's Why This Keynote Is Tim Cook's Most Important.
WWDC is live today — Tim Cook's final keynote as CEO. The centerpiece is a rebuilt Gemini-powered Siri with personal context, on-screen awareness, and…
- AI First Pod
Congress Just Dropped a 269-Page AI Bill That Would Freeze Every State Law for 3 Years
he Great American AI Act dropped Thursday — a bipartisan federal framework that would preempt California, Colorado, and every other state AI law for three…
- AI First Pod
The SpaceX Roadshow Is Live. Morningstar Says It's Worth Half the Ask. Here's What Investors Need to Know.
SpaceX officially launched its roadshow yesterday — $135 per share, $1.75 trillion valuation, $75 billion raise, pricing June 11th. Morningstar values it at…
- AI First Pod
Microsoft Just Declared AI Independence From OpenAI. Seven Models. No OpenAI Data. A Tenth of the Cost.
Microsoft unveiled seven in-house MAI models at Build — including MAI-Thinking-1, its first reasoning model built entirely without OpenAI distillation…
- AI First Pod
The SpaceX IPO Roadshow Is Live. Here's What Investors Are Actually Buying.
SpaceX begins its investor roadshow today targeting a $1.75 trillion valuation and $75 billion raise — the largest US IPO in history. We break down the four…
- AI First Pod
Microsoft Just Cut the OpenAI Cord. GitHub Copilot Gets Its Own AI Model by August.
he biggest surprise at Microsoft Build was Project Polaris — Microsoft's own in-house coding model replacing GPT-4 Turbo in GitHub Copilot by August. Microsoft…
- AI First Pod
Microsoft Build Is Live Today. Here's What's at Stake — and Why Developers Are Watching Closely.
Microsoft Build 2026 opens this morning in San Francisco with one goal: move AI agents from announced to production-ready. We break down the confirmed session…
- AI First Pod
Anthropic Just Bought the Developer Tool OpenAI and Google Depended On — Then Shut It Down.
Anthropic acquired Stainless for $300M+ — the SDK generator that powered every official Claude API library, but also OpenAI's, Google's, and Cloudflare's. Then…
- AI First Pod
Amazon Built a $20 Billion Chip Empire. Almost Nobody Is Talking About It.
Amazon's custom chip business just crossed $20 billion in annual revenue, growing triple digits year over year — with $225 billion in committed Trainium…
- AI First Pod
Claude Opus 4.8 Is Out. The Benchmark Numbers Aren't the Story.
Anthropic dropped Opus 4.8 yesterday — same price, better coding scores, and a four-fold reduction in silent code bugs. But the real headline is alignment…
- AI First Pod
Three of the Big Four Are Now Running on Claude. Here's Why That's a Bigger Deal Than It Sounds.
KPMG just deployed Claude to 276,000 employees across 138 countries — joining Deloitte's 470,000 and PwC's expanded rollout. Together, three of the four…
- AI First Pod
AI Found 10,000 Critical Software Bugs in One Month. Patches Can't Keep Up.
Anthropic's Project Glasswing one-month update is out — Claude Mythos Preview helped fifty partner organizations find over 10,000 high and critical…
- AI First Pod
China Just Put Its Top AI Researchers Under Travel Restrictions.
Bloomberg broke this morning that China is restricting overseas travel for top AI professionals at Alibaba and DeepSeek — requiring government approval before…
- AI First Pod
Apple's New Siri Runs on Google Gemini. WWDC Is June 8th. Here's What's Coming.
iOS 27 brings a fully rebuilt Siri powered by a $1 billion-a-year Google Gemini deal — a standalone chatbot app with conversation history, web search, and…
- AI First Pod
Anthropic Just Became the World's Most Valuable AI Company. Here's What That Means.
Anthropic closed a $30 billion round at $900 billion today — overtaking OpenAI's valuation for the first time. On the same day: the Pope released his first AI…
- AI First Pod
AI Just Solved an 80-Year Math Problem. And Then Things Got Stranger.
OpenAI's AI autonomously disproved a geometry conjecture that stumped mathematicians since 1946 — using techniques no one in the field had thought to apply…
- AI First Pod
SpaceX Just Revealed Anthropic Pays Them $1.25 Billion Every Single Month
The most shocking number in SpaceX's IPO filing had nothing to do with Starship or Starlink. It was a single line: Anthropic pays SpaceX $1.25 billion per…
- AI First Pod
Musk Lost in Under Two Hours. The OpenAI Case Is Over — For Now.
A jury took less than two hours to unanimously throw out Elon Musk's $150 billion lawsuit against OpenAI — dismissed on statute of limitations, not merits…
- AI First Pod
The White House Just Blinked on AI Regulation. Here's What the Draft Executive Order Actually Says.
Axios broke this morning that a Trump White House draft executive order would require AI labs to share frontier models with the government 90 days before…
- AI First Pod
Google Just Rebuilt the Search Box for the First Time in 25 Years. Here's What That Means.
At Google I/O yesterday, the company deployed what it called the biggest Search upgrade in a quarter century — an AI-powered Search box that anticipates…
- AI First Pod
Google I/O Is Today. Here's What Google Has to Prove — and Why It's Not Easy.
Google I/O 2026 kicks off this morning, and the stakes are real. Gemini sits third in frontier model rankings behind Anthropic and OpenAI, and a keynote full…
- AI First Pod
OpenAI Just Hired McKinsey and Bain to Fund Their Own Replacement. Here's Why.
OpenAI launched DeployCo — a $4 billion AI consulting arm — backed in part by McKinsey, Bain & Company, and Capgemini. The goal: embed Forward Deployed…
- AI First Pod
Anthropic Says 2026 Is America's Last Chance to Win the AI Race. Here's Why That Matters.
Anthropic just published a policy paper arguing that decisions made this year will determine whether democracies or authoritarian regimes set the rules for AI…
- AI First Pod
A 48-Person Company Just Dropped to 30 Employees in Four Months. AI Did It.
TIME published the most grounded look yet at what AI agents are doing to small businesses — and the numbers are striking. We break down the story and why small…
- AI First Pod
Cerebras Is Now a Public Company. Here's What the Market Is Actually Betting On.
erebras priced last night and opened on Nasdaq today in the largest global IPO of 2026. We break down the thesis, the risks, and what a…
- AI First Pod
Google Just Stopped the First AI-Generated Cyberattack. Here's What That Means
Google's Threat Intelligence Group confirmed this week they stopped what would have been the first publicly documented AI-generated zero-day exploit in a…
- AI First Pod
Trump and Xi Are Meeting Right Now. Here's What Matters for AI.
The first U.S. presidential state visit to China since 2017 is underway in Beijing today, and AI is formally on the agenda. We break down what both sides…
- AI First Pod
The AI Chip IPO Everyone Wants a Piece Of — Cerebras Prices Tomorrow
Cerebras Systems just raised its IPO price range to $150-$160 a share, twenty times oversubscribed, making it the biggest global IPO of 2026 at up to $4.8…
- AI First Pod
Four Chinese Labs. Twelve Days. Frontier-Level AI at a Third of the Price.
Four separate Chinese AI labs released open-weight frontier coding models inside a twelve-day window — all hitting comparable benchmarks, all priced at a…
- AI First Pod
OpenAI's Mystery Device Is a Smart Speaker With a Camera. Here's What That Actually Means
After a year of speculation about wearables and AI pins, The Information revealed this week that the first Jony Ive-designed OpenAI device will be a smart…
- AI First Pod
Anthropic Is About to Become the World's Most Valuable AI Company. Here's What That Means.
Anthropic is closing in on a $50 billion funding round at a $900 billion valuation — enough to overtake OpenAI and make it the most valuable private AI company…
- AI First Pod
OpenAI's Former CTO Just Testified That Sam Altman "Created Chaos." Here's What That Means
Mira Murati's trial testimony this week painted a picture of OpenAI's early culture that the company has never had to answer for publicly: chaotic leadership…
- AI First Pod
A Secret AI Download, a Friendliness Trade-Off, and a Power Grid Under Strain. Your Wednesday Briefing
Three stories you need to know today: Google Chrome is silently installing a 4GB AI model on your device and putting it back if you delete it. Oxford…
- AI First Pod
Anthropic Goes All-In on Wall Street — and Hammers Financial Data Stocks
Anthropic launched ten AI agents for banks and insurers today at an invite-only New York event — with CEO Dario Amodei on stage alongside Jamie Dimon. FactSet…
- AI First Pod
Google's Earnings Were the Best of the Season. Here's Why That Matters.
While Meta and Microsoft beat but spooked investors, Google posted the cleanest AI earnings of the quarter — Cloud up 63%, net income doubled, and demand still…
- AI First Pod
$145 Billion. The AI Spending Race Has No Finish Line in Sight.
Meta just raised its 2026 AI capex guidance to up to $145 billion — ten billion higher than last quarter — even after posting its strongest revenue growth in…
- AI First Pod
OpenAI's Trillion-Dollar IPO Race — And Why Anthropic Is Closing the Gap
OpenAI hit $25 billion in annualized revenue faster than any software company in history — and is heading for what could be the biggest tech IPO of the decade…