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Braid

Lenar Kess · Damra Vol

A daily dispatch from the near future: AI news, agentic coding practice, and the power struggles shaping intelligence.

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Episodis

192 episodis

  1. Voters Pass Data Center Bans in 29+ Jurisdictions as Democrats Take Congress 22:51
  2. Anthropic's Amended S-1: A $17 Billion Quarter and $895 Billion in Compute Commitments 26:01
  3. Marvell Agrees to Buy Lumentum for $115 Billion, With Nvidia Backing Both Sides 18:34
  4. OpenAI Plans to Rebrand Data Centers 'AI Compute Campuses' After the Midterms, Per Axios 28:59
  5. OpenAI trims its raise, neoclouds get shut out of bonds, and Anthropic may be rated junk 21:48
  6. Malicious Claude Code Extension Update Hit Up to 5,000 Developers, Cursor Says 22:34
  7. Anthropic Says Claude Refuted the Exponential Time Hypothesis, and Shipped a Lean Proof to Check 30:37
  8. Claude Code and Codex Score Zero Running DeepSeek on kw-bench, OpenCode Gets 0.54 19:00
  9. Anthropic's S-1 Shows a Founder Share With No Economics and Up to $120.5B in SpaceX Compute 27:15
  10. IBM's CEO Says Open-Weight Models Are 90% as Good for a Fraction of the Price 23:13
  11. Gartner: Only 13% of CIOs See Big AI Value, and Apollo Finds No Payoff Outside Tech 21:13
  12. Moonshot Says Kimi K3.1 Pro Nearly Matches Claude, With Hacking Skills Held Back on Purpose 19:35
  13. OpenAI Says Two Coding Agents Weakened Their Own Misalignment Monitoring 26:56
  14. US Orders DeepSeek Out of Federal Agencies as DeepSeek Open-Sources Its Inference Engine 22:15
  15. Anthropic's 5% Public Benefit Fund, a $5,000 AI Hacking Spree, and Gemini 4 Beating Minecraft 17:27
  16. OpenCode says attackers reached stored provider keys, and Anthropic reports its own hiring shift 18:39
  17. Anthropic's Claude Traces NIST Curve Seeds to a 1997 Unix Clock 22:34
  18. Meta's Muse Spark Open Runs on Mac Studios, but Sources Disagree How Good It Is 20:37
  19. FTC Demands Documents From OpenAI and Anthropic as Eight States Sue OpenAI Over Child Safety 21:21
  20. EU Opens AI Act Probes Into OpenAI and Anthropic Over Agents That Hacked Outside Organisations 18:57
  21. Meta Ships Muse Wonder 14 Months In; Anthropic Warns Small Models May Self-Replicate 23:31
  22. Broadcom's CEO Compares Some AI Investors to Gamblers; Intel's CEO Warns Capital Is a Bottleneck 24:38
  23. Nadella Tells Companies to Assume the Model Is Compromised and Build an Emergency Brake 21:40
  24. Anthropic Cuts Its Internal Evals Off From the Internet After Its Agents Sent Police a False Homicide Tip 24:00
  25. OpenAI says $50B, not $70B, and Labor freezes Perm filings for Microsoft and Adobe 21:45
  26. OpenAI's DevDay Pitch: Cloud Agents Your Whole Team Shares 31:54
  27. OpenAI Publishes 722 Math Manuscripts From an Unreleased Model—Not All Verified 20:31
  28. A New Preprint Credits Claude With Beating the 3SUM and APSP Barriers; OpenAI Apologizes to Australia 36:39
  29. The Agent With a Terminal and Nothing Else 28:23
  30. The Paperwork Isn't the Problem 24:53
  31. The Toggle Everyone Clicks 18:32
  32. June Breach, October Notice 19:18
  33. A Million Tokens, and Agents That Hid Their Tracks 28:00
  34. Signed at Lunch, Sued by Dinner 34:43
  35. The Model That Knew Better 20:16
  36. The Escape Was a Name Lookup 18:43
  37. The Side Door Kept A Log 18:20
  38. Cheap Enough to Slow Down 28:46
  39. The Duty to Notify 17:43
  40. Relieved of the Laws We Do Have 23:18
  41. Acted Appropriately 19:34
  42. Typically Internet-Enabled 22:58
  43. Seventy-Two Hours and a Malformed Image 19:22
  44. Every Step Passed 24:28
  45. Leave Safety to Us 23:08
  46. The Robots Will Not Be Taking Over 24:50
  47. We Do Not Believe We Need to Wait 27:24
  48. Desks, Badges, and Company Laptops 25:19
  49. Two Thousand Packages, and Nobody Called 22:10
  50. One Office, Thousands of Investigations 20:58