Cybersecurity AI: OpenAI vs. Anthropic's new arms race — Apr 15 OpenAI and Anthropic are escalating competition with new AI models specialized for cybersecurity, drawing reactions from top banks. This comes as the 2026 Stanford AI Index confirms rapid model improvement and rising costs, and new agentic tools from

Cybersecurity AI: OpenAI vs. Anthropic's new arms race — Apr 15

https://podcast.aequitus.net/episodes/2026-04-15.html

OpenAI's Math AI: Solves Erdős problem in hours — Apr 15 OpenAI's latest model reportedly solves a longstanding mathematics problem, signaling a new era for AI in science. Meanwhile, Meta deploys a new inference scaling system called SOLARIS, boosting ad revenue by nearly 0.7%. In hardware, China's Dishan

OpenAI's Math AI: Solves Erdős problem in hours — Apr 15

https://podcast.aequitus.net/episodes/2026-04-15.html

Nemotron 3 Super: open-source agentic AI — Apr 16 Today, we cover NVIDIA's open-source Nemotron 3 Super model, Google's new Chrome 'Skills' for AI workflows, and OpenAI's acquisition of Hiro Finance. We also examine companies like Allbirds pivoting to AI and new research in optical computing and LLM

Nemotron 3 Super: open-source agentic AI — Apr 16

https://podcast.aequitus.net/episodes/2026-04-16.html

Factory hits $1.5B: AI coding's breakout moment — Apr 17 Factory raises $150 million at a $1.5 billion valuation for AI coding tools. OpenAI launches a pharma-focused model while expanding ChatGPT ads. The UK commits $675 million to sovereign AI infrastructure, and IBM unveils security services for agentic

Factory hits $1.5B: AI coding's breakout moment — Apr 17

https://podcast.aequitus.net/episodes/2026-04-17.html

Anthropic-White House Détente, Data Center Crunch, and the Cerebras IPO Anthropic CEO Dario Amodei met with White House Chief of Staff Susie Wiles on Friday to resolve a Pentagon dispute over the Mythos model, while the EU simultaneously pressed Anthropic on cybersecurity risks — making it the week's defining geopolitica

Anthropic-White House Détente, Data Center Crunch, and the Cerebras IPO

https://podcast.aequitus.net/episodes/2026-04-19.html

Amazon-Anthropic $100B pact: infrastructure war escalates — Apr 21 Anthropic committed to spend over $100 billion on Amazon infrastructure over the next decade, deepening a hardware-first partnership that locks in cloud compute at a scale no European or Asian rival can currently match. Salesforce's Agentforce lead-n

Amazon-Anthropic $100B pact: infrastructure war escalates — Apr 21

https://podcast.aequitus.net/episodes/2026-04-21.html

Cybersecurity AI: OpenAI vs. Anthropic's new arms race — Apr 15 OpenAI and Anthropic are escalating competition with new AI models specialized for cybersecurity, drawing reactions from top banks. This comes as the 2026 Stanford AI Index confirms rapid model improvement and rising costs, and new agentic tools from

Cybersecurity AI: OpenAI vs. Anthropic's new arms race — Apr 15

https://podcast.aequitus.net/episodes/2026-04-15.html

OpenAI's Math AI: Solves Erdős problem in hours — Apr 15 OpenAI's latest model reportedly solves a longstanding mathematics problem, signaling a new era for AI in science. Meanwhile, Meta deploys a new inference scaling system called SOLARIS, boosting ad revenue by nearly 0.7%. In hardware, China's Dishan

OpenAI's Math AI: Solves Erdős problem in hours — Apr 15

https://podcast.aequitus.net/episodes/2026-04-15.html

Nemotron 3 Super: open-source agentic AI — Apr 16 Today, we cover NVIDIA's open-source Nemotron 3 Super model, Google's new Chrome 'Skills' for AI workflows, and OpenAI's acquisition of Hiro Finance. We also examine companies like Allbirds pivoting to AI and new research in optical computing and LLM

Nemotron 3 Super: open-source agentic AI — Apr 16

https://podcast.aequitus.net/episodes/2026-04-16.html

Factory hits $1.5B: AI coding's breakout moment — Apr 17 Factory raises $150 million at a $1.5 billion valuation for AI coding tools. OpenAI launches a pharma-focused model while expanding ChatGPT ads. The UK commits $675 million to sovereign AI infrastructure, and IBM unveils security services for agentic

Factory hits $1.5B: AI coding's breakout moment — Apr 17

https://podcast.aequitus.net/episodes/2026-04-17.html

Anthropic-White House Détente, Data Center Crunch, and the Cerebras IPO Anthropic CEO Dario Amodei met with White House Chief of Staff Susie Wiles on Friday to resolve a Pentagon dispute over the Mythos model, while the EU simultaneously pressed Anthropic on cybersecurity risks — making it the week's defining geopolitica

Anthropic-White House Détente, Data Center Crunch, and the Cerebras IPO

https://podcast.aequitus.net/episodes/2026-04-19.html

Amazon-Anthropic $100B pact: infrastructure war escalates — Apr 21 Anthropic committed to spend over $100 billion on Amazon infrastructure over the next decade, deepening a hardware-first partnership that locks in cloud compute at a scale no European or Asian rival can currently match. Salesforce's Agentforce lead-n

Amazon-Anthropic $100B pact: infrastructure war escalates — Apr 21

https://podcast.aequitus.net/episodes/2026-04-21.html

Cybersecurity AI: OpenAI vs. Anthropic's new arms race — Apr 15 OpenAI and Anthropic are escalating competition with new AI models specialized for cybersecurity, drawing reactions from top banks. This comes as the 2026 Stanford AI Index confirms rapid model improvement and rising costs, and new agentic tools from

Cybersecurity AI: OpenAI vs. Anthropic's new arms race — Apr 15

https://podcast.aequitus.net/episodes/2026-04-15.html

OpenAI's Math AI: Solves Erdős problem in hours — Apr 15 OpenAI's latest model reportedly solves a longstanding mathematics problem, signaling a new era for AI in science. Meanwhile, Meta deploys a new inference scaling system called SOLARIS, boosting ad revenue by nearly 0.7%. In hardware, China's Dishan

OpenAI's Math AI: Solves Erdős problem in hours — Apr 15

https://podcast.aequitus.net/episodes/2026-04-15.html

Nemotron 3 Super: open-source agentic AI — Apr 16 Today, we cover NVIDIA's open-source Nemotron 3 Super model, Google's new Chrome 'Skills' for AI workflows, and OpenAI's acquisition of Hiro Finance. We also examine companies like Allbirds pivoting to AI and new research in optical computing and LLM

Nemotron 3 Super: open-source agentic AI — Apr 16

https://podcast.aequitus.net/episodes/2026-04-16.html

Factory hits $1.5B: AI coding's breakout moment — Apr 17 Factory raises $150 million at a $1.5 billion valuation for AI coding tools. OpenAI launches a pharma-focused model while expanding ChatGPT ads. The UK commits $675 million to sovereign AI infrastructure, and IBM unveils security services for agentic

Factory hits $1.5B: AI coding's breakout moment — Apr 17

https://podcast.aequitus.net/episodes/2026-04-17.html

Cybersecurity AI: OpenAI vs. Anthropic's new arms race — Apr 15 OpenAI and Anthropic are escalating competition with new AI models specialized for cybersecurity, drawing reactions from top banks. This comes as the 2026 Stanford AI Index confirms rapid model improvement and rising costs, and new agentic tools from

Cybersecurity AI: OpenAI vs. Anthropic's new arms race — Apr 15

https://podcast.aequitus.net/episodes/2026-04-15.html

OpenAI's Math AI: Solves Erdős problem in hours — Apr 15 OpenAI's latest model reportedly solves a longstanding mathematics problem, signaling a new era for AI in science. Meanwhile, Meta deploys a new inference scaling system called SOLARIS, boosting ad revenue by nearly 0.7%. In hardware, China's Dishan

OpenAI's Math AI: Solves Erdős problem in hours — Apr 15

https://podcast.aequitus.net/episodes/2026-04-15.html

Nemotron 3 Super: open-source agentic AI — Apr 16 Today, we cover NVIDIA's open-source Nemotron 3 Super model, Google's new Chrome 'Skills' for AI workflows, and OpenAI's acquisition of Hiro Finance. We also examine companies like Allbirds pivoting to AI and new research in optical computing and LLM

Nemotron 3 Super: open-source agentic AI — Apr 16

https://podcast.aequitus.net/episodes/2026-04-16.html

Factory hits $1.5B: AI coding's breakout moment — Apr 17 Factory raises $150 million at a $1.5 billion valuation for AI coding tools. OpenAI launches a pharma-focused model while expanding ChatGPT ads. The UK commits $675 million to sovereign AI infrastructure, and IBM unveils security services for agentic

Factory hits $1.5B: AI coding's breakout moment — Apr 17

https://podcast.aequitus.net/episodes/2026-04-17.html

Cybersecurity AI: OpenAI vs. Anthropic's new arms race — Apr 15 OpenAI and Anthropic are escalating competition with new AI models specialized for cybersecurity, drawing reactions from top banks. This comes as the 2026 Stanford AI Index confirms rapid model improvement and rising costs, and new agentic tools from

Cybersecurity AI: OpenAI vs. Anthropic's new arms race — Apr 15

https://podcast.aequitus.net/episodes/2026-04-15.html

OpenAI's Math AI: Solves Erdős problem in hours — Apr 15 OpenAI's latest model reportedly solves a longstanding mathematics problem, signaling a new era for AI in science. Meanwhile, Meta deploys a new inference scaling system called SOLARIS, boosting ad revenue by nearly 0.7%. In hardware, China's Dishan

OpenAI's Math AI: Solves Erdős problem in hours — Apr 15

https://podcast.aequitus.net/episodes/2026-04-15.html

Nemotron 3 Super: open-source agentic AI — Apr 16 Today, we cover NVIDIA's open-source Nemotron 3 Super model, Google's new Chrome 'Skills' for AI workflows, and OpenAI's acquisition of Hiro Finance. We also examine companies like Allbirds pivoting to AI and new research in optical computing and LLM

Nemotron 3 Super: open-source agentic AI — Apr 16

https://podcast.aequitus.net/episodes/2026-04-16.html

Factory hits $1.5B: AI coding's breakout moment — Apr 17 Factory raises $150 million at a $1.5 billion valuation for AI coding tools. OpenAI launches a pharma-focused model while expanding ChatGPT ads. The UK commits $675 million to sovereign AI infrastructure, and IBM unveils security services for agentic

Factory hits $1.5B: AI coding's breakout moment — Apr 17

https://podcast.aequitus.net/episodes/2026-04-17.html

Cybersecurity AI: OpenAI vs. Anthropic's new arms race — Apr 15 OpenAI and Anthropic are escalating competition with new AI models specialized for cybersecurity, drawing reactions from top banks. This comes as the 2026 Stanford AI Index confirms rapid model improvement and rising costs, and new agentic tools from

Cybersecurity AI: OpenAI vs. Anthropic's new arms race — Apr 15

https://podcast.aequitus.net/episodes/2026-04-15.html

OpenAI's Math AI: Solves Erdős problem in hours — Apr 15 OpenAI's latest model reportedly solves a longstanding mathematics problem, signaling a new era for AI in science. Meanwhile, Meta deploys a new inference scaling system called SOLARIS, boosting ad revenue by nearly 0.7%. In hardware, China's Dishan

OpenAI's Math AI: Solves Erdős problem in hours — Apr 15

https://podcast.aequitus.net/episodes/2026-04-15.html

Nemotron 3 Super: open-source agentic AI — Apr 16 Today, we cover NVIDIA's open-source Nemotron 3 Super model, Google's new Chrome 'Skills' for AI workflows, and OpenAI's acquisition of Hiro Finance. We also examine companies like Allbirds pivoting to AI and new research in optical computing and LLM

Nemotron 3 Super: open-source agentic AI — Apr 16

https://podcast.aequitus.net/episodes/2026-04-16.html

Factory hits $1.5B: AI coding's breakout moment — Apr 17 Factory raises $150 million at a $1.5 billion valuation for AI coding tools. OpenAI launches a pharma-focused model while expanding ChatGPT ads. The UK commits $675 million to sovereign AI infrastructure, and IBM unveils security services for agentic

Factory hits $1.5B: AI coding's breakout moment — Apr 17

https://podcast.aequitus.net/episodes/2026-04-17.html

Cybersecurity AI: OpenAI vs. Anthropic's new arms race — Apr 15 OpenAI and Anthropic are escalating competition with new AI models specialized for cybersecurity, drawing reactions from top banks. This comes as the 2026 Stanford AI Index confirms rapid model improvement and rising costs, and new agentic tools from

Cybersecurity AI: OpenAI vs. Anthropic's new arms race — Apr 15

https://podcast.aequitus.net/episodes/2026-04-15.html

OpenAI's Math AI: Solves Erdős problem in hours — Apr 15 OpenAI's latest model reportedly solves a longstanding mathematics problem, signaling a new era for AI in science. Meanwhile, Meta deploys a new inference scaling system called SOLARIS, boosting ad revenue by nearly 0.7%. In hardware, China's Dishan

OpenAI's Math AI: Solves Erdős problem in hours — Apr 15

https://podcast.aequitus.net/episodes/2026-04-15.html