AI Inside

This week Jason Howell and Jeff Jarvis dig into a strange role reversal in AI, as Beijing weighs restricting overseas access to China's best models while DeepSeek races to build its own chip. They also get into OpenAI offering the US government a five percent stake to ease political pressure in Washington, and the first ransomware attack run entirely by an AI agent.Also in this episode: Alibaba bans employees from Claude Code, more than 90 percent of Claude Cowork use turns out not to be coding, Meta puts your Instagram photos into AI, wealthy families trade school for AI tutoring, Nvidia's next rack slips to 2028, and xAI becomes SpaceXAI. 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

0:01:41 - Beijing is looking at curbing overseas access to China's top AI models, sources say

0:08:18 - China's DeepSeek developing its own AI chip, sources say

0:15:44 - Anthropic's Claude Cowork heads to the cloud as data shows 90% of sessions aren't for coding

0:24:30 - Anthropic expanding Claude Cowork to mobile and web, details here

0:32:29 - OpenAI proposes 5% stake to Trump administration to ease Washington pressure: Report

0:37:13 - The Socialist Temptation of Sam Altman

0:41:17 - Scoop: Trump administration lifts restrictions on OpenAI's GPT 5.6

0:43:06 - JadePuffer ransomware used AI agent to automate entire attack

0:46:46 - Introducing Muse Image and Muse Video

1:00:28 - Nvidia’s next-gen AI rack system delayed to 2028 on manufacturing snags, SemiAnalysis says

1:01:12 - Nvidia has lost $1 trillion in market cap and is all the way back to where it was before the AI boom

1:01:25 - A global workspace in language models

1:03:32 - Cloudflare’s new policy pushes AI companies to pay for publishers’ content

1:06:09 - XAI makes its rebrand to SpaceXAI complete with a new logo

1:07:29 - Tilly Norwood to Lead New Movie ‘Misaligned,’ Marking Feature Debut for AI ‘Actor’

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 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 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

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 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.