Claire and Peter break down today’s biggest shifts across AI hardware, risk, and infrastructure. OpenAI steps into branded devices with Codex Micro—a physical control surface for coding agents—hinting at a more tangible operational layer for agentic workflows. Meanwhile, AI misuse moves from policy to the courtroom as xAI files a federal lawsuit over illegal deepfakes, raising the stakes for enterprise controls, logging, and training. On security, JPMorgan’s Jamie Dimon flags dual‑use concerns around Anthropic’s vulnerability-finding model Mythos. NVIDIA pushes “physical AI” forward with Cosmos 3 Edge and new Jetson Thor-based systems aimed at on-device robot reasoning and control. The episode also covers New York pausing permits for large AI data centres, continued supply-chain tightness at TSMC (including advanced packaging), market jitters around memory names, Cadence’s AuraStack agent for PCB and chip-package design, and China’s push for international AI governance alongside a U.S.-tech-free compute cluster from Huawei.

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