AI Inside

This week Jason Howell and Jeff Jarvis dig into RAMageddon, the global memory shortage that just forced Apple to raise prices by 20% across Macs, iPads, and even the Apple TV. Jefferies warns memory prices will surge another 50% this quarter with no relief until 2028, GoPro says it may not survive, and IDC projects the largest smartphone market decline ever. Then both Anthropic and OpenAI released their most powerful models in the same week, both under government-imposed restrictions, while China's Zhipu AI gave away a model that matches some of those same capabilities for free.Also in this episode: Google capped Meta's Gemini access over compute limits, Qualcomm made a big data center play with Meta as its anchor customer, Google baked computer use into Gemini 3.5 Flash, a new $500M nonprofit launched to address AI job displacement, and OpenAI unveiled its first custom inference chip. New episodes every Wednesday at aiinside.show.

Note: Time codes subject to change depending on dynamic ad insertion by the distributor.

CHAPTERS:

0:00 - Start

0:04:38 - Jefferies Warns Memory Prices Will Surge 50% in Q3 2026 and Another 40% in Q4, With No Relief Until 2028

0:06:42 - Apple Raises Prices on Macs, iPads by $200 or More on Some Models

0:09:03 - The memory shortage shaking Apple and Microsoft is ‘existential crisis’ for smaller players

0:13:42 - Apple Shares Sink After Price Hikes Hit iPads and Macs

0:18:39 - US releases powerful Anthropic model Mythos to some US companies

0:21:10 - OpenAI releases powerful new GPT-5.6 model under restrictions

0:22:37 - OpenAI Limits Access to New Models, Citing Government Security Concerns

0:26:35 - China Has Matched Anthropic in Cybersecurity, Resetting AI Race

0:32:24 - Google caps Meta’s Gemini use as AI demand strains capacity

0:34:41 - Meta looks to AI to review harmful content in cost-cutting drive

0:42:05 - Introducing Claude Sonnet 5

0:45:11 - Qualcomm stock pops 15% after chipmaker almost doubles projection for 2029 non-handset revenue

0:46:01 - Introducing computer use in Gemini 3.5 Flash

0:50:00 - Big Companies Aim to Ease A.I. Transition for American Workers

0:51:45 -OpenAI and Broadcom unveil LLM-optimized inference chip

Hosts: Jason Howell and Jeff Jarvis

Download and subscribe to AI Inside in audio and video: https://aiinside.show/ 

Support the podcast on Patreon for special perks: https://www.patreon.com/aiinsideshow. You'll get ad-free episodes, members-only Discord, T-shirts and stickers you love, and get ad-free audio and video feeds, a members-only Discord, and exclusive content.
Learn more about your ad choices. Visit megaphone.fm/adchoices

This week Jason Howell and Jeff Jarvis sit down with Liz Reid, VP and Head of Google Search, for a wide-ranging conversation about AI's transformation of the search product billions of people use every day. Liz makes the case that personalization could actually help small publishers find their exact audience rather than making them invisible, explains what the "ignore" bug revealed about how AI Overviews work under the hood, and talks about why users are adapting to natural language search faster than Google expected.Also in this episode: how preferred sources and subscriptions fit into AI search, Jeff challenges Liz on filter bubbles, and Liz's take on whether "search" is even the right word anymore. New episodes every Wednesday at aiinside.show.

Note: Time codes subject to change depending on dynamic ad insertion by the distributor.

CHAPTERS:

0:00 - Start

0:09:41 - Personalization is something no one else is asking about

0:21:56 - Publisher concerns

0:26:31 - How do publishers verify that personalization is finding them the right audience?

0:28:33 - Filter bubbles

0:32:04 - Searching with Agents: is there a new verb for search?

0:35:57 - Liz's jobs, metrics, success, failure

0:40:13 - Where were you when you found out that searching the word ‘ignore’ broke AI Overviews, and what was your first reaction?

Hosts: Jason Howell and Jeff Jarvis Guest: Liz Reid 

Download and subscribe to AI Inside in audio and video: https://aiinside.show/ 

Support the podcast on Patreon for special perks: https://www.patreon.com/aiinsideshow. You'll get ad-free episodes, members-only Discord, T-shirts and stickers you love, and get ad-free audio and video feeds, a members-only Discord, and exclusive content.
Learn more about your ad choices. Visit megaphone.fm/adchoices

Jason Howell recommends Working Smarter, a podcast produced in partnership with Dropbox. If you're curious about how AI is actually built, this season is a must listen for you. We hope you check it out and enjoy it as much as we do.

This week Jason Howell and Jeff Jarvis cover Meta's new $299 smart glasses and whether it's Glasshole 2.0 all over again, the Anthropic national security saga including the NSA red-team test that breached classified systems in hours, and Google losing Nobel Prize winner John Jumper to Anthropic and Transformer co-author Noam Shazeer to OpenAI in the same week.Also in this episode: Anthropic's ID verification update, Meta's employee tracking data leak, Google DeepMind investing $75 million in A24, Amazon dropping its OpenAI film, Midjourney building a medical scanner, an 8-bit pixel-art MLB broadcast site, Claude Tag for Slack, NotebookLM's upgrade, and Trump's quantum computing executive orders. New episodes every Wednesday at aiinside.show.

Note: Time codes subject to change depending on dynamic ad insertion by the distributor.

CHAPTERS:

0:00 - Start

0:03:01 - Trump tells "The Axios Show" that Anthropic was a national security threat

0:07:08 - Anthropic says Claude may want to see your ID

0:12:20 - Mythos reportedly breached ‘almost all’ NSA classified systems within a few hours during red-team test — report sheds more light on the U.S. government's sudden ban on the flagship models

0:13:11 - Why Would Amazon’s CEO Try to Kneecap Anthropic by Tattling to Trump?

0:13:25 - Meta Debuts Glasses Under Its Own Brand at Lower $299 Price

0:14:38 - Meta’s Very Own Smart Glasses Go on Sale Today for $299

0:26:52 - Nobel-Winning AI Researcher Leaves Google for Anthropic

0:28:21 - Google stock is sliding toward its worst day in a year after two top AI researchers quit

0:34:23 - Google Investing in ‘Backrooms’ Studio A24

0:41:36 - The Ex-Pixar Producer Who’s All In on A.I.

0:48:37 - Midjourney, the AI image generator, is developing a full-body ultrasonic scanner

0:52:44 - Ribbie turns real-time baseball stats into arcade-like, pixel-art broadcasts

0:56:46 - Google preps Pixel ‘Audio Memory’ that ambiently tracks your ‘important conversations,’ like AI notetaker pins

1:01:51 - Anthropic’s Claude Tag is learning your company, one Slack message at a time

1:03:17 - Trump Seeks to Boost Quantum Computing With New Executive Orders

1:04:32 -NotebookLM's Latest Update Makes It an Even Better Research Tool

Hosts: Jason Howell and Jeff Jarvis

Download and subscribe to AI Inside in audio and video: https://aiinside.show/ 

Support the podcast on Patreon for special perks: https://www.patreon.com/aiinsideshow. You'll get ad-free episodes, members-only Discord, T-shirts and stickers you love, and get ad-free audio and video feeds, a members-only Discord, and exclusive content.
Learn more about your ad choices. Visit megaphone.fm/adchoices

Jason Howell recommends Working Smarter, a podcast produced in partnership with Dropbox. If you're curious about how AI is actually built, this season is a must listen for you. We hope you check it out and enjoy it as much as we do.