Hello and welcome to the Vergecast, the flagship podcast of Kimmy K3. I'm your friend David Pierce and today on the show we're going to talk about AI models. We've been talking about AI models a lot on the show for the last few weeks in the wake of the open AI hack of hugging face and all of these new conversations about AI safety and AI deployment and openweight models and the race with China and how we think about and operate AI in general.It all feels like it's coming to a head in some way right now. So, ...

Industry Dynamics - White House hosted top artificial intelligence companies, including OpenAI, Google, and Meta, to discuss the framework for federal testing of new artificial intelligence models[1][3] - The meeting focused on an executive order signed in June establishing a voluntary program for companies to test and vet artificial intelligence systems for safety issues prior to public release[1] Policy and Risk Management - The federal testing framework and the specific standards used to evaluate the models remain classified by the White House[2] - Collaboration with artificial intelligence developers provides the federal government with secure early access to models aimed at strengthening cybersecurity and promoting secure innovation[4] - Industry observers note that while immediate heavy regulation is not currently being implemented, it remains a possibility under consideration by authorities[6]

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Industry Dynamics - Meta, Anthropic, Google, and OpenAI are scheduled to meet with White House officials to discuss voluntary AI safety testing [1]

Meta tried to give Wall Street a clearer answer to the $145 billion question. How does all this AI spending eventually make money. Mark Zuckerberg laid out a new enterprise strategy built around APIs, business agents, productivity tools, and potentially selling compute.There is an ongoing shift from social media to AI. Zuckerberg doesn't want Meta to become just another cloud provider. He basically said, "Sure, Meta could rent out GPUs today, but the bigger prize is building AI products and services on top ...

Regulatory Oversight and Industry Dynamics - OpenAI, Anthropic, Google, and Meta scheduled a meeting with the White House to review a voluntary framework [1] - The framework grants the government access to frontier AI models up to 30 days before public release [1] - The initiative marks the administration's first major push into artificial intelligence oversight [1] Industry Participation and External Pressures - Over 1,200 senior staffers across major AI labs signed an open letter urging Washington to help pace frontier AI development [2] - The White House meeting takes place one day after the European Union's Artificial Intelligence Act enforcement went into effect [2]

Our next guest is the so-called dean evaluation oswat the motor and NYU Stern School of Business professor of finance. Welcome back. It's nice to see you.>> Thank you for having me. >> You have multiple headline comments that I that I want to get to, but I want to I want to start with because the hyperscalers are having such a nice bump today on the on the back of their earnings. Uh the big question is how much the correction will continue.My bet is that we hit peak AI a few months ago and that there will b ...

Welcome back everyone. Today on the Jel Carlson show, sentiment is changing rapidly for the big hyperscaler stocks. The ones that are spending on all the capex, the companies I've invested into, these ones are going up and they're going up quickly.They're being led by Amazon and Amazon is the primary driver here. Amazon has now reached $285 per share. It's up 5% on the day and Amazon is racing upwards. In fact, in just the past five business days, it's up 23%.That makes up for almost all of its gains this y ...