From the "ROI Reckoning" of AI venture capital to the rise of sovereign computing and $2,000 "face computers," we break down the latest shifts in the tech power struggle. We also dive into the frontier of physical intelligence, exploring MIT's surgical breakthroughs, the quest for a robotic "ChatGPT moment," and the mind-bending world of playable world models.
Topics covered: SPECS Intelligence, Luna, Project Baltra, NVLink Fusion, Factory, Crux AI, xvr, Isaac GR00T, Cosmos 3, Digit 5, YuE2, MiniMax-H3, Zing-0.5, GPT-6 Astra, TRELLIS.2