This week on the show, the hosts start with the massive AI spending boom, as Big Tech (Meta, Google, Microsoft) triples down on infrastructure, and Nvidia becomes the world's first $5 trillion company. This leads to the new partnership agreement between Microsoft and OpenAI. On the product front, Google has upgraded NotebookLM with custom chat goals, Anthropic is advancing Claude for financial services with an Excel add-in, and Alibaba's Qwen AI can now create live webpages and podcasts. The discussion then shifts to new research, with DeepSeek finding a way to improve AI memory using visual tokens, the development of a breakthrough optical processor, and a startup called Extropic aiming to disrupt data centers with thermodynamic chips. They conclude with a call for scientists to champion a positive vision for AI.

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