From Anthropic’s $10 billion bet on Norwegian hydropower and custom silicon to Tesla’s pivot from cars to a humanoid robot empire, the "physical AI" arms race is officially on. We dive into Google’s death of the Assistant, the rise of "vibe coding," and why AI companies are now hiring Supreme Court Justices to navigate the geopolitical minefield.
Topics covered: Anthropic, Volta Infra Holdings, Vera Rubin rack systems, NVL72s, Claude, Mythos 5, Fable 5, SpaceX, Hyro, ServiceNow, Google Assistant, Gemini, System 2, Vibe Coding, Tesla, xAI, Optimus V3, AI5 inference chip