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PODCAST

The AI Daily Brief (Formerly The AI Breakdown): Artificial Intelligence News and Analysis

Nathaniel Whittemore

A daily news analysis show on all things artificial intelligence. NLW looks at AI from multiple angles, from the explosion of creativity brought on by new tools like Midjourney and ChatGPT to the potential disruptions to work and industries as we know them to the great philosophical, ethical and practical questions of advanced general intelligence, alignment and x-risk.

technology

All Episodes

00:28:15

Who Thinks There's an AI Bubble?

The AI Daily Brief (Formerly The AI Breakdown):... ·

2025/08/12

Today's AI Daily Brief covers how GPT-5's launch changed Wall Street's thinking about the AI bubble debate and why old market comparisons might not work anymore. We look at Leopold Aschenbrenner, a 23-year-old former OpenAI researcher who raised $1.5 billion for his hedge fund "Situational Awareness" and beat markets by 47% after fees in just six months. Is it a trend? A bubble? Something new entirely? Plus a look at Nvidia's 15% deal with the White House to sell to China

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00:31:05

A ChatGPT Rebellion Wins Back GPT-4o

The AI Daily Brief (Formerly The AI Breakdown):... ·

2025/08/12

When OpenAI replaced GPT-4o with its new GPT-5 rollout, the backlash was immediate and fierce. Power users decried hidden model switching, casual users mourned the loss of a “friend,” and debates erupted over AI’s role as strategic collaborator versus sterile assistant. In this episode, NLW unpacks the revolt that forced OpenAI to restore GPT-4o, the deeper questions it raises about AI integration into daily life, and what it reveals about the next phase of AI adoption.Brought to you by:KPMG – Go

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00:23:31

10 Things GPT-5 Changes

The AI Daily Brief (Formerly The AI Breakdown):... ·

2025/08/10

This episode explores ten practical shifts in the AI landscape following GPT-5’s release — from the plateau of raw LLM capability gains to the rise of tool-driven performance, consumer-first design choices, and the explosion of “vibe coding.” NLW breaks down how these changes reshape enterprise competition, open up opportunities for rival labs, drive price wars, and signal a future where multi-agent workflows become the norm.Brought to you by:KPMG – Go

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00:30:58

The Most Important AI Stories This Week

The AI Daily Brief (Formerly The AI Breakdown):... ·

2025/08/09

First, a collection of first reactions to GPT-5. This week saw major AI shifts — from web-scraping battles to the brutal economics of AI coding startups. Cloudflare took aim at Perplexity over “stealth crawling,” Google defended AI overviews against claims they hurt web traffic, and reports revealed that coding firms like Windsurf and Replit face severe negative margins despite rapid growth. Also in the mix: Google’s Jules coding agent launch, N8N’s potential $2.3B valuation as the first pure-play

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00:31:50

GPT-5: Everything You Need to Know

The AI Daily Brief (Formerly The AI Breakdown):... ·

2025/08/07

NLW covers the big announcement from OpenAI, and explores why the big use case that they're clearly driving at is coding. Sharing the first impressions from early testers, we cover the good and bad of the AI model that will become the default for 700 million people. Brought to you by:KPMG – Go

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00:28:27

Is GPT-OSS Actually Any Good?

The AI Daily Brief (Formerly The AI Breakdown):... ·

2025/08/07

A day after OpenAI's surprise open source release, we dig into how the model is performing in the wild. Early reactions are mixed—while some praise its speed and efficiency, others describe strange behavior, safety-maxed responses, and limited general knowledge. Is it optimized for coding and STEM? We also cover Eleven Labs’ entry into AI music, Lindy’s new agent-building tools, and Google’s powerful Genie 3 world model.Brought to you by:KPMG – Go

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00:25:52

3 Major New AI Model Releases: GPT-OSS, Claude Opus...

The AI Daily Brief (Formerly The AI Breakdown):... ·

2025/08/06

Three major AI model drops in one day signal a shifting landscape at the frontier. We break down OpenAI’s unexpected open-source GPT-OSS, Anthropic’s powerful Claude Opus 4.1, and Google’s ambitious Genie 3 world model—exploring what each reveals about the strategies, capabilities, and directions of the top AI labs.Brought to you by:KPMG – Go

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00:26:03

Welcome to the AI Economy

The AI Daily Brief (Formerly The AI Breakdown):... ·

2025/08/04

Meta, Microsoft, Google, and Amazon are pouring nearly $400B into AI infrastructure this year—more than the EU’s defense budget and over 1% of US GDP. This wave rivals the fiber boom of the '90s and now outpaces consumer spending in driving US growth. Wall Street’s tone has flipped, with Microsoft and Meta showing real AI revenue, while Google navigates supply limits and Amazon draws fire for moving slowly. It’s a new era where infrastructure—not just code—defines dominance.Brought to you

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00:22:24

Where AI Is Right Now: 15 Charts in 15 Minutes

The AI Daily Brief (Formerly The AI Breakdown):... ·

2025/08/03

In today’s episode, we take a rapid-fire tour through 15(ish) charts that capture the current state of artificial intelligence across consumer use, enterprise adoption, agents, and infrastructure. From skyrocketing usage metrics and token consumption to the rise of agentic workflows and the reshaping of corporate org charts, this presentation outlines just how fast AI is accelerating—and how much is already changing under the surface. Recorded live from a major KPMG conference, this episode ends

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00:24:42

The AI Model Wars Just Heated WAY Up

The AI Daily Brief (Formerly The AI Breakdown):... ·

2025/08/02

Today’s AI Daily Brief dives into the escalating model wars between OpenAI, Google, and Apple. OpenAI seems to have leaked GPT-5 and their open weights model temporarily, plus the surprise launch of Google’s Gemini 2.5 Deep Think, and why Apple is scrambling to catch up—with M&A as its only viable AI strategy. We also explore new AI interface innovations from Manus and Perplexity, plus the implications of China’s probe into Nvidia’s H20 chips. Ask GPT about our Agent Readiness Audits -

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00:21:43

Can AI Trade Stocks?

The AI Daily Brief (Formerly The AI Breakdown):... ·

2025/07/31

Can AI really pick winning stocks? In this episode, we dive into the wild world of AI trading—where agents like ChatGPT and Perplexity aren’t just talking about the market, they’re playing it. From bold bets to biotech wins, we explore the surprising ways AI is learning to invest, hold steady, and sometimes even outperform the pros.Ask GPT about our Agent Readiness Audits - ⁠⁠https://bit.ly/supersuperagent⁠⁠Brought to you by:KPMG – Go

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00:25:49

AI Starting to Self-Improve Says Zuckerberg

The AI Daily Brief (Formerly The AI Breakdown):... ·

2025/07/31

Mark Zuckerberg just published a major essay on Meta’s vision for “Personal Superintelligence,” claiming their AI is beginning to show signs of self-improvement. This follows Meta’s aggressive talent push, with billion-dollar offers to AI researchers from OpenAI and Anthropic—many of which are being declined. Zuckerberg contrasts competitors by promoting superintelligence as a tool for personal empowerment, not just labor automation and UBI. Reactions are mixed: some praise the individual focus,

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00:24:14

Is Global AI Cooperation Even Possible?

The AI Daily Brief (Formerly The AI Breakdown):... ·

2025/07/29

The episode investigates the escalating AI rivalry between the US and China, triggered by the release of both nations’ AI strategies. It examines China’s reaction to the US approach, including its call for a World AI Cooperation Organization based in Shanghai, and the intensifying dispute over NVIDIA’s H20 chip exports. The conversation explores whether meaningful international cooperation is possible or if an AI arms race is unavoidable. Key topics include the strategic use of open-source models,

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00:24:47

Walmart Blasts Past Agent Experimentation

The AI Daily Brief (Formerly The AI Breakdown):... ·

2025/07/29

Walmart has evolved from individual AI agents to "agent orchestration" - a unified system of four "super agents" that coordinate specialized sub-agents across their entire operation. This shift represents moving beyond the experimentation phase to full-scale agentic systems, featuring Sparky (customer shopping agent), Marty (partner/supplier agent), and agents for employees and developers. Brought to you by:KPMG – Go

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00:25:39

Ambient Agents and 6 Other Big Ideas Coming Out of AI

The AI Daily Brief (Formerly The AI Breakdown):... ·

2025/07/27

Ambient Agents. Pay per crawl. User experience to agent experience. On this weekend episode, NLW explores some of the most interesting emergent concepts swirling around the AI space. Brought to you by:KPMG – Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://kpmg.com/ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more about

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00:22:28

9 AI Predictions from Jensen Huang

The AI Daily Brief (Formerly The AI Breakdown):... ·

2025/07/26

Today’s five‑minute headlines cover the strongest signal yet that GPT‑5 will drop in early August, GitHub’s Spark entry into vibe coding, Satya Nadella’s morale memo amid Microsoft layoffs, and fresh controversy around Google’s Windsurf acqui‑hire. Then we zoom out with Nvidia CEO Jensen Huang, who lays out nine sweeping forecasts—from an AI‑driven wealth boom and twin‑factory industries to a multi‑trillion‑dollar infrastructure rush—that sketch the next decade of AI disruption and

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00:19:29

How One Company Saved 213,000 Hours with AI

The AI Daily Brief (Formerly The AI Breakdown):... ·

2025/07/25

Norway’s $1.8T Sovereign Wealth Fund made AI core to how it works—unlocking 213,000 hours in annual savings. Led by CEO Nikolai Tangen, the team embraced AI to boost productivity and career growth. With Anthropic’s Claude, employees now query data in plain English, analyze earnings calls instantly, and make smarter decisions faster.Brought to you by:KPMG – Go

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00:25:05

America's AI Action Plan

The AI Daily Brief (Formerly The AI Breakdown):... ·

2025/07/24

The White House just released a 28-page AI Action Plan alongside Anthropic's infrastructure report, revealing America's strategy for global AI dominance. This episode breaks down the energy crisis where China is adding 400+ gigawatts while the US manages only "several dozen," creating a massive infrastructure gap that threatens American AI leadership. We cover the White House's three-part strategy to accelerate AI innovation, build American AI infrastructure, and lead global AI

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00:21:28

Are World Models the Key to AGI?

The AI Daily Brief (Formerly The AI Breakdown):... ·

2025/07/22

A groundbreaking Harvard study trained AI on 10 million solar systems and found it perfectly predicted orbits but completely failed to understand gravity, raising questions about whether LLMs can develop true world models. While companies pour billions into scaling, Meta's Yann LeCun believes current systems will be "obsolete within 3-5 years" and argues that world models could revolutionize AI by giving machines genuine understanding of physical reality. This explores three competing

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00:26:05

AI Just Achieved Something No One Thought it Would...

The AI Daily Brief (Formerly The AI Breakdown):... ·

2025/07/22

An experimental reasoning model from OpenAI and Deep Thinking model from Gemini just achieved a Gold Medal performance at the International Math Olympiad. In both cases, the models solved 5 out of 6 IMO problems without any external tools, using pure mathematical reasoning that rivals human mathematicians. Industry experts were caught off-guard by the timeline acceleration, with new reinforcement learning techniques enabling multi-hour "thinking" capabilities. We also explore GPT-5 rumors with

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774 results

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