Episode Appearances
The AI Daily Brief: Artificial Intelligence News and Analysis · Jul 27, 2026
Where Claude Opus 5 Fits in Your Model Rotation
“Leaked speech revealed DeepSeek's compute reliance on Nvidia and preference for open models over monetization.”
Claude Opus 5 benchmark performance and real-world usability gapMulti-model architecture and effort-setting optimization strategiesContext engineering changes for Claude 5-class models
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TBPN · Jul 24, 2026
AMD Advancing AI, Google Q2 Earnings, OpenAI Plans $750B Cloud Spend | Diet TBPN
“Held a four-hour investor call revealing Deepseek's unit economics, AGI focus, and plans to raise outside capital.”
AMD Helios rack-scale AI system and MI450 accelerator launchAMD and Anthropic $5B AI compute partnershipAMD CUDA moat challenge and software ecosystem development
View AnalysisTBPN · Jul 23, 2026
AMD CEO Lisa Su Live on TBPN | Oliver Cameron, Mohammad Norouzi, Anjney Midha, Lisa Su
“Held 4-hour investor roadshow call revealing inference margins, API revenue, and AGI-first strategic focus.”
AMD MI450 Accelerator and Helios Rack-Scale AI System LaunchAMD-Anthropic $5B Compute PartnershipGPU Utilization Inefficiency and Output Maxing Strategy
View AnalysisTBPN · Jul 20, 2026
The AI Cold War, Odyssey Rips, Tyler Cowen Joins | Danny Yeung, Connor Love, Kahlil Lalji, Tarek Mansour, Tony Zhao
“Mentioned for turning down DJI co-founder offer to pursue AI in financial markets, now founder of DeepSeek.”
Kimi K3 open-source model release and geopolitical implicationsUS-China AI Cold War and open-source model strategyGPU compute forward curves and futures markets
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