This episode of No-BS AI Briefing unpacks the strategic shift in the AI stack, where infrastructure providers like Cloudflare are becoming the main distribution channel for models from labs like OpenAI. We cover Cloudflare's expanded Agent Cloud, its new partnership with OpenAI, and what this means for builders in terms of cost, latency, and vendor lock-in. We also discuss Mistral's powerful new open-source Voxtral voice cloning models, CoreWeave's massive $21B compute deal with Meta, and a case study from UKG on the ROI of internal AI agents. Our practical takeaway is a 30-minute exercise to brainstorm product features using free, commercially-licensed voice cloning. Follow for more concise AI briefings.

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