In this episode, Bob introduces Kimi K2, highlighting its recent rapid adoption and the significant investor backing received by Moonshot AI. The discussion then shifts to Microsoft's collaboration with Idaho Lab, focusing on their AI initiatives for streamlining nuclear power permits. Bob explores Google's advancements in AI phone calls and the testing of Gemini 2.5 Pro, emphasizing their potential impact. The episode also delves into the AI market dynamics, examining the dominance of Nvidia, Microsoft, and Google. The episode wraps up with a concise summary of the discussed topics and a sign-off.

(0:00) Introduction to Kimi K2

(1:26) Rapid adoption of Kimi K2 and Moonshot AI's investor backing

(2:44) Microsoft and Idaho Lab's AI for nuclear power permits

(4:41) Google's AI phone calls and Gemini 2.5 Pro testing

(6:43) The AI market: Nvidia, Microsoft, and Google's dominance

(8:06) Conclusion and sign-off