This week on the show, the hosts kick off with the White House’s "Great Divergence" paper and Sam Altman’s crowning as the top AI leader, highlighting the aggressive infrastructure race for American dominance. They discuss the "Physical AI" buzz at Davos, noting how companies like 51 WORLD are moving AI from chat boxes into smart factories and edge computing. The conversation turns to the $2.9 trillion gamble in data center spending, exploring concerns that the industry could "hit a wall" if AGI returns do not materialize. They analyze S&P Global’s warnings about "circular financing" and the potential devaluation of $100 billion in investments due to architecture shifts. The episode also explores the human element, from Stanford’s breakthrough in mapping brain activity trajectories to Jamie Dimon’s warning of civil unrest. Geopolitically, they pivot to Canada, where public skepticism is forcing a call for stricter regulatory guardrails. Finally, the hosts wrap up with MIT’s prediction on the closing human-LLM accuracy gap and Anthropic’s new constitution designed to give Claude a deeper ethical identity.

Hosted on Acast. See acast.com/privacy for more information.