Michelle starts with a welcome and introduction, setting the stage for the episode's exploration of recent AI developments. The episode begins with a discussion on Amazon's AI chip development and its significant impact on the industry. This is followed by an analysis of Snowflake and Elastic's stock upgrades, highlighting their market potential. Michelle then delves into the secret learning capabilities in AI models and their broader implications. The UK's new AI security lab initiative is examined, showcasing efforts to enhance AI safety. The episode also covers Fujikura Limited's growth amid the AI boom. The episode concludes with closing remarks and a subscription reminder.

(0:00) Welcome and introduction

(0:14) Amazon's AI chip development and industry impact

(2:30) Snowflake and Elastic stock upgrades

(4:33) Secret learning capabilities in AI models and implications

(6:56) UK's new AI security lab initiative

(8:35) Fujikura Limited's growth amid AI boom

(10:18) Closing remarks and subscription reminder