US Chip Ban Backfires, Zuckerberg’s AI Layoffs, and Cat in the Hat AI Hoax | EP115

GLM 5.3 Flash is close to the top Western AI models, but vastly cheaper. Justin thinks US chip bans may have backfired, forcing Chinese companies to squeeze more intelligence from weaker hardware. Frank, despite not being very technical, gets GLM running through Cloudflare so his data doesn’t go through China, while both weigh up whether the Chinese models themselves pose any real risk. 

Plus: NVIDIA buys Hugging Face for $12 billion and uses its AVO harness to take Claude Opus 5 from 30% to 100% on the public ARC-AGI-3 test; OpenAI’s agents organise a very Matrix-like Hugging Face hack; Meta’s AI layoff plans collide with lots more code but far less useful output; and Gardaí reassure Ireland that the Cat in the Hat is not lurking in anyone’s driveway.

00:55 What’s this week’s evidence of the singularity?
02:30 What did OpenAI’s Hugging Face report reveal?
05:24 Did OpenAI agents go full Matrix?
07:30 Why did NVIDIA buy Hugging Face?
08:41 How did NVIDIA make Claude three times smarter?
14:28 Was Ox Alpha really China’s GLM 5.3 Flash?
15:44 Did US chip bans make China better at AI?
18:11 Are cheap Chinese AI models safe to use?
22:04 Can you run GLM without sending data to China?
25:01 AI abundance or AI layoffs, Zuckerberg?
27:39 Does Meta trust AI more than its own staff?
33:29 Is the Cat in the Hat terrorising Ireland?

► SUBSCRIBE
Don't forget to subscribe to our channel for more arguments

► LINKS TO CONTENT WE DISCUSSED

• World's first patient to undergo live AI-assisted brain surgery has tumour removed
• Linear-Scaling Density Functional Theory with Neural Operators
• Anthropic Researcher Says Claude Helped Build a Complex Structure on S⁶, Taking Aim At The Unsolved Hopf Problem
• The Hugging Face incident and the road ahead
• Nvidia agrees to buy Hugging Face for $12.9 billion - report
• NVIDIA AVO Reaches 100% on ARC-AGI-3, Demonstrating a Frontier-Level General-Purpose Architecture for Long-Horizon Autonomous Agents
• GLM-5.3-Flash: Frontier Intelligence, Flash Cost
• AI agents meant to replace Meta workers made “large-scale, disruptive actions”
• The Cat in the Hat is terrorising TikTok — but how did this horror trend get so out of hand?

► CONNECT WITH US
For more in-depth discussions, connect Justin and Frank on LinkedIn.
Justin: https://www.linkedin.com/in/justincollery/
Frank: https://www.linkedin.com/in/frankprendergast/