AI Deep Dive

97: Chips Are Weapons and Code Is Free


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Today's episode takes you straight to Davos, where the World Economic Forum became the stage for Anthropic CEO Dario Amodei’s stark warning that selling AI chips to China is akin to arming North Korea with nuclear weapons, a sentiment countered by Google DeepMind’s Demis Hassabis who argued Chinese firms remain six months behind Western labs. We then examine the financial fallout hitting the software sector as major SaaS stocks like Salesforce and HubSpot tumble in response to the rise of AI coding agents, prompting Block Inc. to launch "Goose," a free, open-source competitor to Claude Code. The conversation continues with a look at "Humans&," a three-month-old startup that just raised a massive $480 million seed round at a nearly $4.5 billion valuation to build "human-centric" AI, and wraps up with new creative capabilities from LTX’s audio-to-video generation tool and OpenAI’s latest age-verification safeguards.

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AI Deep DiveBy Pete Larkin