Michael Lugassy
AI Daily
AI Daily
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Episodes
AI Chip Billions, Getty OpenAI Shock & Nadella Warning 25.06.2026 5:58
Covers SK Hynix's $29B Nasdaq push for AI chips, Samsung's 125k-employee ChatGPT rollout, Getty Images' massive OpenAI image deal, Nadella's critique of frontier labs, OpenAI's Jalapeño chip with Broadcom, and Bear Robotics' Kinisi acquisition.
AI Funding Frenzy, Meta Glasses & Cyber Warnings 24.06.2026 5:15
Covers Menlo Ventures' record $3B AI raise and Baseten's $1.5B round at $13B valuation, Five Eyes agencies warning of AI cyberattacks in months, Meta's new $299 AI smart glasses, tech stock selloff amid AI spending fears, and Anthropic's Claude Fable 5 shifting to usage credits.
Oracle AI Layoffs, SpaceX Bonds & Agentic Finance Surge 23.06.2026 4:56
Covers Oracle disclosing 21,000 AI-cited job cuts, SpaceX launching its first major bond sale for AI ambitions, Kanverse's new agentic finance platform, Micron's strategic deal with Anthropic on infrastructure and investment, plus YCharts and Zocks agent launches and payments-government AI shifts.
FERC Grid Orders, ChatGPT Share Drop & Altman Movie Shock 22.06.2026 6:26
Covers FERC's orders accelerating AI data center grid connections, ChatGPT falling below 50% market share, Amazon dropping its Sam Altman biopic after OpenAI deal, GPT-5.6 leaks and launch signals, AWS Bedrock AgentCore harness GA, Gemini 3.5 Pro nearing release, Shopify UCP self-serve update, Coinbase for Agents trading capabilities, and related agent infrastructure and model advances from June 1...
Snap AR Specs, Orbital Gemma & Agentjacking Crisis 19.06.2026 6:26
Covers Snap's $2,195 SPECS AR glasses launch with AI coding integrations, the Agentjacking attack on agents like Claude Code and Cursor, Google's Gemma 3 as first AI model in orbit, xAI's Grok for Word add-in, OpenAI's drug discovery research, and Databricks Genie Agents announcements.
G7 AI Revolt, xAI Shield & Visa Agent Deals 18.06.2026 7:20
G7 leaders challenge US AI export controls with trusted partners plan; US warns Anthropic on foreign model access; Visa-OpenAI agent payments launch amid $15T B2B projections. Also covers xAI lawsuit intervention, OpenAI losses, GitHub AI overload, market shifts and more.
SpaceX $60B Cursor Buy, Anthropic Model Halt & Agentic Commerce Push 17.06.2026 4:31
Covers SpaceX's massive Cursor acquisition, Anthropic's compliance with a US security directive disabling advanced models, Databricks' Genie One agent launch, HPE-NVIDIA enterprise agentic AI advances, Adyen and LTX agentic commerce tools, open commerce protocols, and Visa's consumer trust findings.
US AI Export Ban Hits Anthropic & Agent M&A Surge 16.06.2026 6:40
US orders Anthropic to block foreign access to top models over security concerns; Salesforce acquires Fin AI agent platform for $3.6B; NewCore raises $66M for AI agent identity management; Anthropic policy proposals and Fable 5 prompt leak also covered.
SpaceX Record IPO, Bezos $12B AI Bet & Model Crackdowns 15.06.2026 6:42
SpaceX debuts as largest IPO ever with xAI bundled in; Prometheus raises $12B at $41B for physical systems AI; KKR-NVIDIA launch $10B infrastructure platform; Google sues over Gemini-powered scams; Mistral funding talks; EngineAI HK IPO filing; Anthropic disables top models on US order; Florida probes OpenAI; OpenAI free Codex tier; Zhipu GLM 5.2 rollout; G7 AI sovereignty talks; Teradyne physical...
OpenAI Commerce Protocol, Anthropic IPO Filing & Senate AI Hearings 12.06.2026 6:50
OpenAI launches Agentic Commerce Protocol with Instant Checkout and Oracle Cloud access plus Ona acquisition; Anthropic files S-1 near $965B valuation; Senate Banking Committee AI hearing; China AI home robots; Supabase, Suno, Generalist AI and Flourish funding rounds; Super Micro $7B AI raise.
Claude Fable 5, Agent Payments Launch & Neura $1.4B Round 11.06.2026 6:44
Anthropic releases its first public Mythos-class model Claude Fable 5 with built-in safeguards; Mastercard and Visa advance infrastructure for AI agent payments and commerce; Neura Robotics secures a record $1.4 billion Series C for cognitive robots and physical AI.
OpenAI IPO Filing, China AI Billions & Orbital Compute Surge 10.06.2026 6:35
OpenAI confidentially files for IPO amid AI public market rush; China readies $295B five-year data center buildout; SpaceX targets late-2027 orbital AI tests. Plus Google-SpaceX compute deal, Anthropic Mythos launch, Meta AI hack, and regulatory ripples.
Gemini Siri Debut, Pentagon AI Pivot & Nvidia Memory Deal 09.06.2026 6:35
Apple's WWDC reveals Gemini-powered Siri overhaul, multi-model Apple Intelligence, and Tim Cook's final keynote; Pentagon evaluates OpenAI and Google models to replace Anthropic in classified systems; Nvidia-SK Hynix multi-year AI memory partnership and Microsoft Foundry catalog expansion.
AI Agents Surge, DeepSeek $7.4B Round & Trump Profit Talks 08.06.2026 6:34
Covers Trump's planned White House meetings on government AI profit shares, Anthropic's call for frontier AI development pauses over self-improvement risks, DeepSeek nearing its first $7.4B external round at up to $59B valuation, Generalist AI's $400M physical AGI funding, OpenAI's Opal investment, and AI agents driving transformation and spending.
Canada AI Strategy, SpaceX xAI IPO & Meta Agents 05.06.2026 6:00
Canada unveils 'AI for All' national plan with 250k jobs and student agents; SpaceX opens $1.75T IPO roadshow including xAI; Meta launches global Business Agent for enterprises alongside IBM-Google Cloud AI partnership and Norton Family Assistant debut.
MAI Models, Stargate Build & Agent Pricing Push 04.06.2026 6:39
Microsoft's MAI-Thinking-1 in-house reasoning model and Build announcements; OpenAI's Stargate Michigan data center groundbreaking; GitHub Copilot billing upheaval; Anthropic's IPO filing, Mythos expansions and Glasswing growth; Meta's planned high-priced Hatch agent; ChatGPT user milestone; Google Gemini Spark rollout; and major AI infrastructure funding.
Trump AI Order, Microsoft Scout & Nvidia RTX Spark 03.06.2026 6:52
Covers Trump's voluntary 30-day frontier AI model review executive order, Microsoft's Scout always-on agent and seven new MAI models at Build 2026, Nvidia's RTX Spark AI PC chips and physical AI advances at Computex.
SoftBank's €75B France Bet & NVIDIA Desktop AI 02.06.2026 7:18
Covers SoftBank's record French AI data center investment, NVIDIA's Windows-based trillion-parameter systems and RTX Spark, Sysdig's first autonomous LLM agent cyberattack, Canada's leaked national AI strategy, Mistral Vibe agent launch, Verizon's scaled agentic fleet system, humanoid robots in Ukraine, GitHub Copilot billing shift, and AI deepfake enforcement challenges.
Opus 4.8, Groq Pivot & ByteDance $70B Bet 01.06.2026 6:28
Covers Anthropic's Claude Opus 4.8 upgrade featuring dynamic workflows, Groq's $650M funding for inference shift, ByteDance's planned $70B AI capex, xAI Grok Build beta, Figure AI robotics milestone, Sam Altman jobs reversal, AI film at Tribeca, Microsoft-Mistral agent tools, Celonis enterprise context launch, Samsung AI bonuses dispute, and South Korea senior robot companions.
Agentic Trading Debuts, Claude Big Four Wave & Valuation Surges 29.05.2026 6:36
Robinhood enables AI agents for stock trades and purchases, KPMG deploys Claude across 276,000 staff in global alliance, and Cognition raises over $1B at $26B valuation alongside new models, inference funding talks, and infrastructure deals.
Trillion AI Chips, Desktop Agents & Creativity Benchmarks 28.05.2026 6:14
Covers SK Hynix and Micron hitting $1 trillion market caps on AI memory demand, Microsoft shipping computer-using agents to general availability in Copilot Studio, and a 100,000-person study finding generative AI outperforming average humans on creativity tests, plus updates in cybersecurity, robotaxis, and courts.
China AI Talent Curbs, Agentic Commerce & Price Wars 27.05.2026 6:08
China restricts overseas travel for top AI talent at Alibaba and DeepSeek. Mastercard details its vision for trusted agentic commerce with scaled payments and security. DeepSeek makes V4 Pro price cuts permanent amid escalating AI wars, alongside US business AI adoption growth and new healthcare regulations.
Anthropic $900B Surge, Pope AI Encyclical & IPO Race 26.05.2026 7:04
Anthropic closes $30B round at over $900B valuation; Pope Leo XIV releases first AI encyclical Magnifica Humanitas alongside Anthropic co-founder; OpenAI prepares confidential S-1 IPO filing. Covers major funding, policy shifts, agent capabilities, talent moves, infrastructure deals, and global AI competition.
AI Math Breakthrough, $45B Deal & Agentic Push 25.05.2026 6:47
Covers OpenAI autonomously disproving an 80-year math conjecture, Anthropic's $45B SpaceX compute commitment, Meta's employee data training for AI before mass layoffs, Trump's scrapped AI safety order, and Google's I/O agentic advancements.
SpaceX AI IPO, Google Omni & Meta AI Pivot 22.05.2026 6:55
This episode covers SpaceX's S-1 filing with orbital AI data centers and Terafab chips, Google's Gemini Omni video model and Search agent overhaul, Meta's 8,000 layoffs plus 7,000 AI reassignments, Karpathy joining Anthropic, Trump postponing an AI executive order, and Microsoft open-sourcing agent safety tools.
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