Inferred

OpenAI proposes robot taxes, a public wealth fund, and automatic worker safety nets in a 13-page policy document that simultaneously warns about and contributes to the wealth concentration problem it's trying to solve. In this episode: How credible is a company's structural diagnosis when it's diagnosing its own power? Why experts interpret this proposal as either industry leadership or regulatory...

Google, Oracle, and Microsoft extended server depreciation to six years, but secondhand GPU prices are falling faster than balance sheets assume. The gap between market values and book values is testing the circular procurement economics these companies are betting on. In this episode: Why hyperscalers extending hardware depreciation clashes with chip makers accelerating release cycles What a deep...

China bars Manus co-founders from leaving while investigating Meta's acquisition for technology-transfer violations. The NDRC action marks the first time Beijing has used exit bans to intervene in a completed cross-border AI acquisition. In this episode: Whether Beijing can regulate technology developed by Chinese nationals, regardless of where a company is incorporated The competing regulatory pr...

Microsoft launched proprietary MAI models for commodity AI tasks, automating splits from its continued OpenAI partnership. The three models—MAI-Transcribe-1, MAI-Voice-1, and MAI-Image-2—now power speech, synthesis, and image generation in Copilot, Bing, and Azure. In this episode: Microsoft says the MAI models are complementary to OpenAI—but what does a tiered routing system suggest about actual...