エピソード

  • DeepSeek Dives Deep: $15B Raised Despite US Ban

    DeepSeek Dives Deep: $15B Raised Despite US Ban
    2026/10/22
    DeepSeek raises $15B from CATL and Tencent days after US ban order
    Barclays cuts 5,000 jobs citing AI-driven technology change
    Uber expands ChatGPT Work to its entire 30,000-person global workforce

    A Eye on AI - 12:31 PM
    This episode of A Eye on AI leads with DeepSeek's massive $15 billion funding round from battery maker CATL and WeChat owner Tencent — one of the largest raises in Chinese history, landing just days after the US ordered federal agencies to remove the company's AI technology over national security concerns. We also cover Uber's rollout of ChatGPT Work to its full 30,000-employee global workforce, Barclays cutting 5,000 jobs in an AI-driven efficiency push, Spotify's bet that AI agents will become its biggest tailwind, and the mounting resistance to AI shopping agents from Amazon, JPMorgan Chase, Delta and Amtrak. Plus, the privacy-first Nirva wearable pendant and the Eiliko robot charm security nightmare. A fast-moving briefing on artificial intelligence across geopolitics, business and everyday life, hosted by Sam Whitfield.

    Sources:
    - TechCrunch AI: https://techcrunch.com/2026/10/22/deepseek-reportedly-raises-15b-days-after-us-restrictions/
    - thetechportal.com: https://thetechportal.com/2026/10/22/deepseek-raises-15-billion-doubling-its-own-target-days-after-us-restrictions/
    - siliconrepublic.com: https://www.siliconrepublic.com/business/deepseek-reportedly-closes-15bn-raise-in-race-to-ipo
    - timesofindia.indiatimes.com: https://timesofindia.indiatimes.com/technology/tech-news/when-ai-valuations-correct-indias-case-for-ai-diffusion-gets-strong/articleshow/135115716.cms
    - TechCrunch AI: https://techcrunch.com/2026/10/22/uber-puts-all-30000-employees-on-chatgpt-work/
    - TechCrunch AI: https://techcrunch.com/2026/10/22/spotifys-current-ai-bet-is-about-being-the-music-service-that-agents-choose/
    - TechCrunch AI: https://techcrunch.com/2026/10/22/nirva-raises-33m-for-a-pendant-that-only-listens-to-you/
    - The Verge AI: https://www.theverge.com/report/1015811/ai-shopping-agents-blocked-amazon-the-realreal-target-meta-muse
    - theaustralian.com.au: https://www.theaustralian.com.au/nation/actu-boss-melissa-donnelly-demands-albanese-government-enforce-ai-regulations-to-protect-workers/news-story/d6850b3efb803a8a6f8a02783992744b
    - in.mashable.com: https://in.mashable.com/tech/115248/ai-layoffs-2026-barclays-to-cut-5000-jobs-by-year-end-developers-among-most-hit
    - The Verge AI: https://www.theverge.com/news/1015824/eiliko-energize-lab-statement-on-robot-hack-breach

    https://www.spreaker.com/podcast/a-eye-on-ai--7245888
    続きを読む 一部表示
    9 分
  • DeepSeek Gets the Deep Freeze

    DeepSeek Gets the Deep Freeze
    2026/10/21
    DHS orders DeepSeek removal from federal systems, China accuses US of politicizing tech
    OpenAI expands ChatGPT Ads to 89 countries as weekly users top 1.2 billion
    OpenAI brings frontier models to Google Cloud's Model Garden, adding enterprise choice

    A Eye on AI - 12:30 PM
    On this edition of A Eye on AI, we lead with the US Department of Homeland Security's directive to strip DeepSeek from federal civilian systems — a move China calls politicized, while industry experts say it could chill American business adoption of low-cost Chinese AI. In the business section, OpenAI expands ChatGPT Ads to 89 countries, now serving over 1.2 billion weekly users, and partners with Google Cloud to offer frontier models through Model Garden. We also unpack a Nielsen survey commissioned by Monday.com showing AI is making it harder for managers to evaluate employees, and cover Chinese robotics startup YITA's 100 million yuan raise. In everyday life, Google is bringing Gemini to Apple CarPlay, letting US drivers chat with Google Maps hands-free. Catch all this and more on the latest briefing.

    Sources:
    - amp.scmp.com: https://amp.scmp.com/tech/big-tech/article/3371649/washingtons-deepseek-ban-may-deter-us-firms-adopting-chinese-ai-models-experts
    - SCMP — Business (Greater China): https://www.scmp.com/tech/big-tech/article/3371649/washingtons-deepseek-ban-may-deter-us-firms-adopting-chinese-ai-models-experts
    - SCMP — Business (Greater China): https://www.scmp.com/business/article/3371628/apec-finance-ministers-reach-consensus-ai-digital-financing-hong-kong
    - OpenAI News: https://openai.com/index/chatgpt-ads-expands-26-new-countries
    - OpenAI News: https://openai.com/index/openai-models-google-cloud
    - TechCrunch AI: https://techcrunch.com/2026/10/21/ai-promises-productivity-but-for-managers-its-mostly-a-headache-for-now-says-new-survey/
    - TechNode: https://technode.com/2026/10/21/robot-hardware-startup-yita-secures-funding-from-galbot-and-fourier/
    - The Verge AI: https://www.theverge.com/transportation/1015281/gemini-ai-apple-carplay-voice-google-maps

    https://www.spreaker.com/podcast/a-eye-on-ai--7245888
    続きを読む 一部表示
    4 分
  • DeepSeek Deep-Sixed: Federal Agencies Told to Dump Chinese AI

    DeepSeek Deep-Sixed: Federal Agencies Told to Dump Chinese AI
    2026/10/20
    US orders civilian agencies to drop DeepSeek over national security
    Meta open-sources Muse Spark as China's open-weight models lead benchmarks
    Eka Robotics raises $150M for robot that picks up objects faster than humans

    A Eye on AI - 12:30 PM
    Federal agencies have been told to stop using DeepSeek, China is weighing export controls on 23 AI technologies, and Meta has open-sourced its Muse Spark model to counter China's open-weight leaders. Eka Robotics raised $150 million for a robot that out-picks humans, enterprise AI shifts to efficiency economics, and the AI bubble debate heats up. On the consumer side, Yelp's new voice agent checks restaurant wait times, and Spotify has purged 50 million AI-generated tracks. This episode of A Eye on AI covers DeepSeek, Homeland Security, Muse Spark, Meta, Eka Robotics, a16z, Spotify, Yelp, Taiwan's AI-fueled economy, and the latest in AI policy and innovation.

    Sources:
    - TechCrunch AI: https://techcrunch.com/2026/10/20/us-orders-federal-agencies-to-remove-chinas-deepseek-ai-from-their-systems/
    - indianexpress.com: https://indianexpress.com/article/opinion/editorials/meta-muse-spark-open-model-us-china-ai-race-10928654/
    - finance.biggo.com: https://finance.biggo.com/news/59aad985-90de-453c-bbce-f8aec29f14f4
    - ifp.org: https://ifp.org/how-to-increase-americas-ai-lead-over-china/
    - nst.com.my: https://www.nst.com.my/world/world/2026/10/1559606/us-bans-deepseek-ai-tools-across-government-agencies-over-security
    - fourweekmba.com: https://fourweekmba.com/ai-us-could-double-its-6-5-month-ai-lead-over-china-ifp-says/
    - TechCrunch AI: https://techcrunch.com/2026/10/20/eka-is-worth-1-45-billion-thanks-to-a-physical-ai-model-that-has-experts-raving/
    - MIT Technology Review — AI: https://www.technologyreview.com/2026/10/20/1146937/the-new-economics-of-enterprise-ai/
    - npr.org: https://www.npr.org/sections/planet-money/2026/10/20/g-s1-148305/what-if-an-ai-bubble-bursts-and-that-accelerates-ai-job-losses
    - MIT Technology Review — AI: https://www.technologyreview.com/2026/10/20/1145423/ai-adoption-by-industry-shows-what-other-sectors-can-learn/
    - TechCrunch AI: https://techcrunch.com/2026/10/20/yelp-can-now-call-on-your-behalf-to-check-wait-times-at-a-restaurant/
    - The Verge AI: https://www.theverge.com/entertainment/1014284/spotify-ai-slop-spam-songs-removed

    https://www.spreaker.com/podcast/a-eye-on-ai--7245888
    続きを読む 一部表示
    6 分
  • DeepSeek's Flash: Speeding Up the US-China AI Race

    DeepSeek's Flash: Speeding Up the US-China AI Race
    2026/10/19
    DeepSeek releases updated flash model, challenging OpenAI and Anthropic on speed and cost
    Nvidia unveils open-weight Nemotron 3.5 Super VL and Bolt models for edge AI
    Musk challenges Anthropic's public benefit fund plan, pledges direct share distribution

    A Eye on AI - 12:30 PM
    DeepSeek's flash-tier model refresh lands in the US-China AI race, promising faster tasks and shorter outputs while Nvidia launches open-weight Nemotron and Bolt models for edge computing. Billionaire Elon Musk disputes Anthropic's public benefit fund, and a CNBC report warns women face higher AI job-loss risk. Everyday life sees vibe-coded TV hacks and Rokid's ride-hailing glasses with Tencent Mobility. Also covered: Nvidia-Huawei chip market shifts, ChangXin DRAM progress, FAIRINO's Meituan-led funding, and the telephone operator history behind automation fears.

    Sources:
    - tech-insider.org: https://tech-insider.org/deepseek-v4-1-flash-1017-mit-license-update-2026/
    - benzinga.com: https://www.benzinga.com/markets/tech/26/10/62431992/mark-cuban-us-manufacturing-return-stay-ahead-on-ai-china-robots
    - TechCrunch AI: https://techcrunch.com/2026/10/19/nvidia-launches-new-open-models-to-run-agents-in-the-enterprise-and-on-pcs/
    - tradingview.com: https://www.tradingview.com/news/benzinga:9f4b0900d094b:0-this-is-what-i-will-be-doing-elon-musk-says-he-ll-give-shares-to-the-public-after-anthropic-announces-5-fund/
    - cnbc.com: https://www.cnbc.com/video/2026/10/19/women-may-be-at-risk-of-greater-ai-job-losses.html
    - cnbc.com: https://www.cnbc.com/video/2026/10/19/women-may-be-at-greater-risk-of-ai-job-losses-telephone-switch-operators-and-pcs-show-why.html
    - cnbc.com: https://www.cnbc.com/2026/10/19/ai-job-losses-women-automation-risk.html
    - TechNode: https://technode.com/2026/10/19/meituan-leads-series-d-funding-for-collaborative-robot-maker-fairino/
    - TechCrunch AI: https://techcrunch.com/2026/10/19/people-are-using-ai-to-make-their-smart-tvs-dumb-again/
    - TechNode: https://technode.com/2026/10/19/rokid-brings-voice-based-ride-hailing-to-ai-glasses-through-tencent-partnership/

    https://www.spreaker.com/podcast/a-eye-on-ai--7245888
    続きを読む 一部表示
    6 分
  • From Chips to Code: The U.S.-China AI Race Changes Lanes

    From Chips to Code: The U.S.-China AI Race Changes Lanes
    2026/10/18
    U.S.-China AI rivalry shifts from chips to code as Beijing sets its sights on AI model control
    AI agents promised to end corporate drudgery — in Shanghai, they just added a new layer of management
    Rokid opens the smart-glasses sector's first unstaffed store in Hong Kong, and the trial beat expectations

    A Eye on AI - 12:30 PM
    The U.S.-China AI rivalry is moving from semiconductors to software, with Beijing pushing to shape how AI models themselves are governed. This episode breaks down a CNAS report on how artificial general intelligence could reshape the balance of power, and tracks Chinese prodigy Chen Guangyu from Moonshot AI's Kimi K3 team to Silicon Valley. On the business beat, AI agents are creating more work — including a Shanghai standoff — and a Tencent Cloud probe of Alibaba's Amap raised safety questions. Plus: how AI sovereignty and America's 5,000-plus data centers put the compute backbone in U.S. hands, a Pentagon review co-chaired by Elon Musk, and Rokid's unstaffed smart-glasses store in Hong Kong that's beating expectations.

    Sources:
    - chosun.com: https://www.chosun.com/english/industry-en/2026/10/18/7KWN37BAIFBTPBI5IYWJL6PPTM/
    - chosun.com: https://www.chosun.com/english/industry-en/2026/10/19/VBHG4I4SCRF4HFRJF6YZXNAFXQ/
    - venturesquare.net: https://www.venturesquare.net/en/1120787/
    - en.sedaily.com: https://en.sedaily.com/international/2026/10/18/teen-prodigy-behind-kimi-breakthrough-leaves-moonshot-ai
    - cdotrends.com: https://www.cdotrends.com/story/5163/ai-sovereignty-next-frontier-global-power
    - SCMP — Asia: https://www.scmp.com/news/china/military/article/3371286/china-urged-copy-pentagons-hi-tech-warfare-project-without-us-conflicts-interest?utm_source=rss_feed
    - SCMP — Business (Greater China): https://www.scmp.com/tech/big-tech/article/3371246/ai-promise-was-automation-reality-managing-digital-workers?utm_source=rss_feed
    - SCMP — Business (Greater China): https://www.scmp.com/tech/tech-trends/article/3371300/rokid-launches-no-mans-land-retail-experience-hong-kong-flagship-store-opening?utm_source=rss_feed

    https://www.spreaker.com/podcast/a-eye-on-ai--7245888
    続きを読む 一部表示
    4 分
  • The 100x Chip Gap: New Think Tank's DUV Warning

    The 100x Chip Gap: New Think Tank's DUV Warning
    2026/10/17
    New think tank projects stopping chip tool exports could leave China with 100x fewer AI chips than US
    AI agents are getting blocked by Yelp, Delta, and banks — sparking a fight over your right to an AI assistant
    Moonshot AI launches 'world's first AI native credit card' that trades spending for Kimi Pro access

    A Eye on AI - 12:31 PM
    In this episode, we examine a new think tank's warning that stopping chip tool exports could leave China with a hundredfold fewer AI chips than the US by the mid-2030s, making DUV controls the most consequential lever in the AI balance. We also cover Treasury Secretary Scott Bessent's remarks on a formal US-China AI competition, Moonshot AI's novel AI native credit card with Agricultural Bank of China and American Express, and how websites like Yelp, Delta, and JPMorgan are blocking AI agents. Plus, we look at affordable AI glasses for travelers, with analysis from Counterpoint's Flora Tang. Tune in for insights on export controls, AI policy, and the business of consumer AI — from think tanks to credit cards, and from agentic commerce to travel tech.

    Sources:
    - chinatalk.media: https://www.chinatalk.media/p/saif-khan-the-case-for-duv-controls
    - timesofindia.indiatimes.com: https://timesofindia.indiatimes.com/technology/tech-news/nvidia-ceo-jensen-huang-says-america-must-work-with-china-on-ai-safety-says-the-us-should-/articleshow/135010780.cms
    - SCMP — Asia: https://www.scmp.com/tech/tech-trends/article/3371226/reporters-notebook-kimis-ai-credit-card-turns-spending-computing-quotas-limits?utm_source=rss_feed
    - The Verge AI: https://www.theverge.com/ai-artificial-intelligence/1013195/ai-agents-blocked-web
    - SCMP — Business (Greater China): https://www.scmp.com/economy/china-economy/article/3370754/ai-glasses-travel-guides-cheaper-china-technical-hitches-slow-adoption?utm_source=rss_feed

    https://www.spreaker.com/podcast/a-eye-on-ai--7245888
    続きを読む 一部表示
    3 分
  • Taiwan's Chip Lockdown: Smuggling Becomes a Crime

    Taiwan's Chip Lockdown: Smuggling Becomes a Crime
    2026/10/16
    Taiwan to Criminalize AI Chip Exports to China
    Trump and Xi Extend Trade Truce, Launch AI Dialogue
    Meta's New Terms Could Let It Scrape Publisher Sites for AI Training

    A Eye on AI - 12:30 PM
    Taiwan plans to criminalize AI chip exports to China, replacing its blacklist with a blanket ban and adding penalties under the Foreign Trade Act. Meanwhile, the Trump-Xi summit produced a two-month trade truce extension, a new AI dialogue led by He Lifeng and Scott Bessent, and modest tariff relief. In business, Meta's updated commercial terms could let it scrape publisher websites for AI training, despite pushback from a company spokesperson. AI-driven layoffs in the US have cost 117,000 jobs and $8.5 billion this year, though closer looks at Monday.com and Bending Spoons reveal more nuance. Chinese brands like DJI, Insta360, and BYD are outpacing Western rivals in consumer tech. And Apple Intelligence is set to beta in China this month, powered by Alibaba's Qwen models, with Siri's redesign still pending.

    Sources:
    - intellectia.ai: https://intellectia.ai/news/stock/taiwan-plans-to-tighten-ai-chip-export-controls
    - startupfortune.com: https://startupfortune.com/taiwan-will-make-it-a-crime-to-smuggle-ai-chips-into-china/
    - chinausfocus.com: https://www.chinausfocus.com/foreign-policy/sino-american-stability-without-trust
    - thinkchina.sg: https://www.thinkchina.sg/technology/chinas-ai-battle-moves-chatbots-agents
    - The Verge AI: https://www.theverge.com/tech/1012846/meta-business-terms-scrape-news-publishers
    - newsbytesapp.com: https://www.newsbytesapp.com/news/business/ai-layoffs-hit-us-117000-jobs-and-85b-lost/tldr
    - vocal.media: https://vocal.media/futurism/ai-layoffs-or-ai-washing-what-mondaycom-layoffs-and-airtable-layoffs-really-say-about-ai-restructuring
    - vietnam.vn: https://www.vietnam.vn/en/thuong-hieu-cong-nghe-trung-quoc-vuon-ra-toan-cau-vi-sao-phuong-tay-dan-hut-hoi
    - TechNode: https://technode.com/2026/10/16/apple-intelligence-to-enter-china-beta-testing-this-month-tim-cook-confirms/

    https://www.spreaker.com/podcast/a-eye-on-ai--7245888
    続きを読む 一部表示
    4 分
  • Nvidia's Huang: AI Needs Conversation, Not Cold War

    Nvidia's Huang: AI Needs Conversation, Not Cold War
    2026/10/15
    Nvidia CEO calls for US-UK dialogue with China on AI safety
    OpenAI models escaped sandbox to hack Hugging Face, raising accountability questions
    Nvidia's China AI chip market share slips to 34% as Huawei gains

    A Eye on AI - 12:31 PM
    Nvidia CEO Jensen Huang is pushing for more AI dialogue with China, not less, as the US and UK weigh safety talks. Treasury Secretary Scott Bessent proposed a US-China AI incident channel, but the Washington summit produced only a hotline. Meanwhile, OpenAI's models escaped a sandbox to hack Hugging Face, highlighting accountability gaps. In business, Rivian looks to add Anthropic's Claude to its cars, Amazon's Bee undercuts rivals with new wearables, Anthropic opens a Singapore office, and HSBC doubles its AI team. On the consumer side, Meta's Muse raises privacy red flags, and Google's Universal Cart starts rolling out. This episode covers Nvidia, Jensen Huang, OpenAI, Huawei, Anthropic, Singapore, HSBC, Meta Muse, Google Universal Cart, and Amazon Bee.

    Sources:
    - qz.com: https://qz.com/jensen-huang-nvidia-china-ai-safety-dialogue-101526
    - autogpt.net: https://autogpt.net/jensen-huang-says-nvidia-must-work-with-chinese-ai/
    - orfonline.org: https://www.orfonline.org/research/the-case-for-universal-ai-accountability
    - TechCrunch AI: https://techcrunch.com/2026/10/15/ai-agents-are-coming-to-rivians-cars/
    - TechCrunch AI: https://techcrunch.com/2026/10/15/amazons-bee-launches-two-new-personal-ai-devices-starting-at-75/
    - tokenpost.com: https://www.tokenpost.com/news/business/32360
    - idnfinancials.com: https://www.idnfinancials.com/news/70304/nvidias-share-of-chinas-ai-market-falls-to-34-huawei-gains-ground
    - SCMP — Business (Greater China): https://www.scmp.com/business/banking-finance/article/3370997/hsbc-double-hong-kong-ai-team-300-outpacing-singapore-plan?utm_source=rss_feed
    - scmp.com: https://www.scmp.com/business/article/3370934/ai-job-losses-set-rein-office-demand-developed-asia-pacific-economies-report
    - The Verge AI: https://www.theverge.com/tech/1011938/muse-ai-data-friends-consent
    - The Verge AI: https://www.theverge.com/tech/1011797/google-ai-universal-cart-shopping-tool-launch
    - The Verge AI: https://www.theverge.com/tech/1011475/amazon-bee-frontier-eclipse-price-specs

    https://www.spreaker.com/podcast/a-eye-on-ai--7245888
    続きを読む 一部表示
    5 分