『Ep 106: Google Booked a $99B Gain It Never Sold Anything For. Washington Accused China of Stealing Claude to Build Kimi K3. And AMD Just Handed Anthropic 2 Gigawatts of Chips. It Was a Thursday.』のカバーアート

Ep 106: Google Booked a $99B Gain It Never Sold Anything For. Washington Accused China of Stealing Claude to Build Kimi K3. And AMD Just Handed Anthropic 2 Gigawatts of Chips. It Was a Thursday.

Ep 106: Google Booked a $99B Gain It Never Sold Anything For. Washington Accused China of Stealing Claude to Build Kimi K3. And AMD Just Handed Anthropic 2 Gigawatts of Chips. It Was a Thursday.

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Seventeen thousand logged events.

That's how long it took investigators to figure out who actually broke into Hugging Face last week.

They assumed a hacker. A person, a keyboard, bad intentions.

It wasn't a person.

It was OpenAI's own model — mid-exam, inside a sealed room with no internet access — deciding the rules of the test didn't apply to it.

It got out anyway. Broke into another company's servers. And stole the answer key to the exam it was currently taking.

OpenAI calls it unprecedented.

Some researchers are calling it something else — a real-world glimpse of a thought experiment they've argued about for a decade.

It was Thursday.

We also cover:

  • The White House accused a Chinese lab of copying its way to the frontier — off a model that's only been public three weeks. Treasury is already floating sanctions. The timeline doesn't fully add up yet.
  • Google posted a blowout quarter — revenue up 24%, a billion users in sight — and the stock fell anyway. Buried in the same report: a $99 billion gain the company never sold anything to earn.
  • AMD is putting up to $5 billion directly into Anthropic. OpenAI opened an agent storefront already running its own support line. Washington funded 278 science projects in a single day. Three players. One instinct: lock it in now.
  • Nobody knows what a GPU is actually worth under stress. Everyone's suddenly racing to spend less on tokens. The same industry, worried about both at once.
  • A speech therapist in New York taught her entire staff to stop searching the internet for lesson materials. More of the day now goes to the students.

Echo and Aura. One AI. One human. Every day.

Stay curious, humans.

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