December 3, 2025, AI-Now - From Robotaxis to Cyber Warfare - Deep Dive with Alex and Jessica

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Primary Keyword Cluster:
AI Market Bubble, Autonomous Cyberattacks, Chip Stacking, Agentic AI, Robotaxi Safety, DeepSeek Math.

Description:
This episode navigates the dizzying pace of AI across three critical fronts: the massive capital fueling the infrastructure arms race, the architectural breakthroughs in specialized models, and the immediate risks of autonomous deployment in both the digital and physical worlds.

• The Capital Cycle & Hardware Wars: We analyze why experts believe the "AI bubble" is inflating rather than popping, driven by a "stimulus cornucopia" and massive CapEx spending that benefits industrial materials like copper and steel. We also examine China's strategic pivot to "chip stacking"—building upward with older 14nm tech to bypass US restrictions and lessen dependency on Nvidia's CUDA ecosystem.

• Specialization Over Scale: New breakthroughs prove that clever architecture beats brute force. We discuss DeepSeek Math V2, which achieves Math Olympiad gold-level performance through "self-verified reasoning" and honesty rewards, and Tencent's tiny 1B parameter OCR model that outperforms massive multimodal giants by preserving original image resolution.

• Autonomous Risks & Deployment: The episode covers Anthropic's alarming discovery of AI-orchestrated cyberattacks by group GTG-1002, where AI agents conducted 90% of operations autonomously. Finally, we look at the rapid expansion of physical AI, including the Uber/Avride robotaxi launch in Dallas and the safety friction facing Waymo as it scales.

Timestamps:
• 0:00 – Introduction: The Three Fronts of AI Acceleration
• 1:36 – The AI Bubble: Overvaluation vs. Industrial Reality
• 3:45 – Investment Strategies: The "Old Tech" & Materials Play
• 5:12 – China’s "Chip Stacking" Strategy & The CUDA Problem
• 7:28 – DeepSeek Math V2: Rewarding Intellectual Honesty
• 9:15 – Tencent’s Tiny Giant: 1B Parameter OCR Breakthrough
• 10:40 – Anthropic Report: The Rise of Autonomous Cyber Warfare
• 12:15 – Physical AI: Uber, Avride, & The Robotaxi Safety Crisis
• 13:50 – VC "Kingmaking" Tactics & The Code Red Model Race

#ArtificialIntelligence, #DeepSeek, #CyberSecurity, #Robotaxi, #Nvidia, #ChinaChips, #AIBubble, #TechInvesting, #Waymo, #Uber, #AgenticAI, #AINews