TechStuff

What does it take to power the AI boom? Steve Vassallo, a roboticist turned General Partner at Foundation Capital, helped semiconductor company Cerebras figure it out. Steve and Oz discuss why AI workloads demanded an entirely new kind of chip, what "wafer scale" actually means, and how a decade of near-failures — including a system that literally caught fire — led to the largest semiconductor IPO to date and deals with OpenAI and AWS.

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As AI adoption accelerates and global regulations evolve,  digital sovereignty has shifted from policy concept to board-level priority. In this episode of Smart Talks with IBM, Malcolm Gladwell sits down live at VivaTech with IBM’s Ana Paula Assis and AXA CIO Giovanni D’Aniello to explore how organizations can balance innovation, control, trust, and resilience in the age of AI.

This is a paid advertisement from IBM. The conversations on this podcast don't necessarily represent IBM's positions, strategies or opinions.

Visit us at https://www.ibm.com/think/podcasts/smart-talks

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How much can we actually trust AI to stay inside the lines? Nitasha Tiku (The Washington Post) on the OpenAI models that went rogue — and why this isn't necessarily a sign of the end times… just sloppy security. Reed Albergotti (Semafor) on the company that wants to help anyone make software to power robots. Do we even have to talk about what that means for the future of human labor? Finally, Taylor Lorenz (User Mag) on Phoebe Gates' AI shopping startup Phia. Is it too early to call it nepo slop?

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What are we supposed to make of Palantir — a company whose software has helped organizations save lives, and end them? And what of CEO Alex Karp's warnings that AI could upend American democracy? Journalist Michael Steinberger spent six years reporting on Karp for his biography, The Philosopher in the Valley: Alex Karp, Palantir, and the Rise of the Surveillance State. He tells Oz that Alex Karp, the former progressive, is a provocateur who embraces the complexity of Palantir’s work and reputation.

Additional Reading:

• The Philosopher in the Valley: Alex Karp, Palantir, and the Rise of the Surveillance State | Simon & Schuster

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In Season 2 of Shell Game, journalist Evan Ratliff tells a story of entrepreneurship in the AI age; or, how he tried to build a real company, run by fake people.

Meet Kyle Law and Megan Flores, Evan’s AI agent cofounders, as he puts to the test the claims about an emerging future in which AI employees work alongside — or instead of — humans.

Over the course of the season, the three cofounders will grind it out in a sprint that would sound familiar to any start-up founder. They’ll churn out software code, hire interns, and even sit down with investors. But first, they need to come up with a name for their company. And make sure that Kyle and Megan can remember it.

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Who’s afraid of China’s open-source AI models? Nitasha Tiku (The Washington Post) breaks down the secret battle between Silicon Valley and Chinese AI labs, why Anthropic was surveilling China-based users, and whether "adversarial distillation" is a national security threat or just a term American companies invented to protect their bottom line.

Then: ‘hot surveillance summer’ is here. Taylor Lorenz (User Mag) on the changing public perception of smart glasses, why the Kylie Jenner partnership was so successful, and where this trend may lead.
 
Also, Apple is suing OpenAI for allegedly stealing trade secrets.

Additional Reading:

• Inside the secret AI war between Silicon Valley and China | The Washington Post
• Hot Surveillance Summer, AKA Why Smart Glasses Feel Different This Time | User Mag 

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Did you love TechStuff’s last episode, 'The Tech That Helps You Live Forever', and want to hear more from Mangesh Hattikudur? Check out Episode 5 of the podcast Skyline Drive: How to Live Forever.

In this season of Skyline Drive, Mangesh Hattikudur (Part-Time Genius, Mental_Floss) dives into the booming business of living forever—meeting the scientists, biopunks, and entrepreneurs trying to turn immortality into reality, and framing death as a choice. But the more he learns about an immortal future, the more he finds himself drawn to the people he loves…and wondering if an endless life can be a meaningful one. Skyline Drive: How to Live Forever is the follow up to the beloved Skyline Drive (season 1), named a “Series Essential” — an Apple Podcasts honor for top-tier narrative podcasts — and highlighted on several Best of Year lists including NYMag, Guardian, and others.

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What's it like to feel your body age in minutes? And will this tech actually affect how long we live? Oz sits down with Mangesh Hattikudur, host of Skyline Drive: How to Live Forever, to find out.

This season, Mangesh dives into a world familiar to many Silicon Valley billionaires: longevity. He meets the scientists, entrepreneurs, biopunks, and researchers seeking ways to extend life itself — and speaks with the co-founder of a mysterious start-up, a company that sent the MIT Technology Review this statement: "Any allegations of intent or conspiracy to create human clones or humans with brain damage are categorically false."

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Do chatbots have feelings? Anthropic, Google, and Meta are hiring computer scientists, neuroscientists, and philosophers to find out. Nitasha Tiku (The Washington Post) explains why the search for AI consciousness has gone from fringe theory to Silicon Valley mainstream, and why the answer matters more than you think. Then, Taylor Lorenz (User Mag) traveled cross-country to attend an anti-big tech festival in New York City called the Summer of Ludd. She tells us about cleansing her laptop, talking to the event’s puppet spokesperson, and learning what these young organizers hope the future holds. Finally, Reed Albergotti (Semaphor) on what happens when your AI coding agent goes rogue while you're on vacation in the Alps — and the heroic lengths required to reach an actual human at OpenAI.

Additional Reading:

• AI Makes Mistakes, Too | Semafor 
• They built the world's most powerful AI. They're facing a mystery they can't explain. | The Washington Post

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Do you work with machines, or for machines? Cory Doctorow, who coined the term “enshittification,” has a new book that asks exactly that. In The Reverse Centaur's Guide to Life After AI: How to Think About Artificial Intelligence Before It's Too Late, he challenges the belief that AI is inevitable, explains why tech boosters are pushing this message, and how it leads to companies that are “too big to fail… too big to jail… too big to care.”

Cory Doctorow and Oz discuss the economics of a bubble, algorithmic wage discrimination, and what you can do to help save your industry from disruption. 

Additional Reading: 

• The Reverse Centaur's Guide to Life After AI: How to Think About Artificial Intelligence Before It's Too Late | Verso Books

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