Explore every episode of the podcast The Gist Daily

Sam Altman goes to Seoul for memory chips, the AI investment bull case hits its first serious stress test, China targets Jensen Huang's inner circle, Apple Intelligence launches in China through Alibaba, and export controls remake — rather than stop — Chinese AI.

Altman flies to Seoul as the memory crunch goes critical, capital markets start formally pricing AI's credibility gap, NVIDIA's next-generation hardware moves from roadmap to reality, Europe's grid problem turns out to be structural, and Anthropic heads to public markets with investors locked out of the driver's seat.

OpenAI's fundraising falls apart, a supply-chain attack hits Anthropic's developer tools, Google puts AI in orbit, the chip market loses a trillion dollars in a single day, and the AI spending reckoning arrives all at once.

the AI buildout is starting to eat itself, an AI agent ran on a Pentagon network for two months without anyone noticing, and Canada does something genuinely surprising with public money.

chip smuggling, a twelve-billion-dollar earnings split, Samsung selling out the future, a deal that could reshape how data centres are wired together, and Anthropic's IPO filing — which has some genuinely surprising numbers in it.

the Anthropic IPO, a chip monopoly cracking open, the UK government running AI systems it never told anyone about, a packaging bottleneck that could slow the whole AI buildout, and the first confirmed case of AI flooding a government consultation with fake responses. Let's get into it.