Last Week in AI

#227 - Jeremie is back! DeepSeek 3.2, TPUs, Nested Learning


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Our 227th episode with a summary and discussion of last week's big AI news!

Recorded on 12/05/2025

Hosted by Andrey Kurenkov and Jeremie Harris

Feel free to email us your questions and feedback at [email protected] and/or [email protected]

Read out our text newsletter and comment on the podcast at https://lastweekin.ai/

In this episode:

  • Deep Seek 3.2 and Flux 2 release, showcasing advancements in open-source AI models for natural language processing and image generation respectively.
  • Amazon's new AI chips and Google's TPUs signal potential shifts in AI hardware dominance, with growing competition against Nvidia.
  • Anthropic's potential IPO and OpenAI's declared ‘Code Red’ indicate significant moves in the AI business landscape, including high venture funding rounds for startups.
  • Key research papers from DeepMind and Google explore advanced memory architectures and multi-agent systems, indicating ongoing efforts to enhance AI reasoning and efficiency.


Timestamps:

  • (00:00:10) Intro / Banter
  • (00:02:42) News Preview
  • Tools & Apps
  • (00:03:30) Deepseek 3.2 : New AI Model is Faster, Cheaper and Smarter
  • (00:23:22) Black Forest Labs launches Flux.2 AI image models to challenge Nano Banana Pro and Midjourney
  • (00:28:00) Sora and Nano Banana Pro throttled amid soaring demand | The Verge
  • (00:29:34) Mistral closes in on Big AI rivals with new open-weight frontier and small models | TechCrunch
  • (00:31:41) Kling's Video O1 launches as the first all-in-one video model for generation and editing
  • (00:34:07) Runway rolls out Gen 4.5 AI video model that beats Google, OpenAI
  • Applications & Business
  • (00:35:18) NVIDIA’s Partners Are Beginning to Tilt Toward Google’s TPU Ecosystem, with Foxconn Reportedly Securing TPU Rack Orders
  • (00:40:37) Amazon releases an impressive new AI chip and teases an Nvidia-friendly roadmap | TechCrunch
  • (00:43:03) OpenAI declares ‘code red’ as Google catches up in AI race | The Verge
  • (00:46:20) Anthropic reportedly preparing for massive IPO in race with OpenAI: FT
  • (00:48:41) Black Forest Labs raises $300M at $3.25B valuation | TechCrunch
  • (00:49:20) Paris-based AI voice startup Gradium nabs $70M seed | TechCrunch
  • (00:50:10) OpenAI announced a 1 GW Stargate cluster in Abu Dhabi
  • (00:53:22) OpenAI’s investment into Thrive Holdings is its latest circular deal
  • (00:55:11) OpenAI to acquire Neptune, an AI model training assistance startup
  • (00:56:11) Anthropic acquires developer tool startup Bun to scale AI coding
  • (00:56:55) Microsoft drops AI sales targets in half after salespeople miss their quotas - Ars Technica
  • Projects & Open Source
  • (00:57:51) [2511.22570] DeepSeekMath-V2: Towards Self-Verifiable Mathematical Reasoning
  • (01:01:52) Evo-Memory: Benchmarking LLM Agent Test-time Learning with Self-Evolving Memory
  • Research & Advancements
  • (01:05:44) Nested Learning: The Illusion of Deep Learning Architecture
  • (01:13:30) Multi-Agent Deep Research: Training Multi-Agent Systems with M-GRPO
  • (01:15:50) State of AI: An Empirical 100 Trillion Token Study with OpenRouter
  • Policy & Safety
  • (01:21:52) Trump signs executive order launching Genesis Mission AI project
  • (01:24:42) OpenAI has trained its LLM to confess to bad behavior | MIT Technology Review
  • (01:29:34) US senators seek to block Nvidia sales of advanced chips to China

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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