Podcast
AI First Pod
Hosted by AiFirstPod · EN
Short daily show covering the most important developments in artificial intelligence.
93episodes
Episodes
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A Chinese AI Lab Just Called Its New Model "Recursive Self-Improvement." That's a Big Deal.
2d ago00:05:34Tap to summarizeMiniMax released M2.7 with a product note that uses the exact phrase AI safety researchers have been warning about for years — "beginning the journey of recursive self-improvement." It's open-weight, at a sixth the cost of Claude Opus 4.8, and ahead of it on coding benchmarks. We unpack what the language means, cover the IMF's sharpest warning yet on AI and entry-level jobs, and close with what SPCX's first week tells us about the Anthropic and OpenAI IPOs.
Transcribe →Trump and Bernie Sanders Both Think the Government Should Own AI Companies. Here's Why That Matters.
3d ago00:06:06Tap to summarizeIn the span of one week: Sanders introduced a 50% AI equity tax bill, Altman walked into his office to negotiate, and Trump said government AI stakes would be "a beautiful thing." Fortune called it the strangest political moment of 2026. We unpack what's real, what's political theater, and what governance rights nobody has asked about yet. Plus: SPCX's 19% first-day pop, MSCI buying starting today, and Anthropic's co-founder saying Claude writes 80% of company code.
Transcribe →SPCX Is Trading Right Now. But Tomorrow's MSCI Inclusion Matters More Than Today's Open.
4d ago00:05:52Tap to summarizeSpaceX begins trading on Nasdaq today — the largest IPO in US history at $1.75 trillion. But with only 4% float, today's price is volatile and thin. What actually matters is MSCI index inclusion starting tomorrow, which creates mechanical passive fund buying regardless of valuation. We break down what you actually need to know about SPCX, cover Project Glasswing's alarming 23,000 vulnerabilities with a 1% patch rate, and close with OpenAI's China-linked influence operation ban.
Transcribe →SpaceX Prices Tonight. And a $60 Billion Acquisition Closes 30 Days After Trading Starts.
5d ago00:05:18Tap to summarizeSPCX prices tonight and trades tomorrow — the largest IPO in US history. But the bigger story is what comes 30 days later: SpaceX's expected $60 billion acquisition of Cursor would combine orbital compute, Grok AI, and the most developer-beloved coding tool in tech. We break down what that vertical stack means, cover the first confirmed autonomous AI cyberattack documented in the wild, and look at who's actually winning the AI market share race.
Transcribe →SPCX Is Trading Right Now. Here's the Bull Case, the Bear Case, and What Index Inclusion Could Mean.
6d ago00:05:46Tap to summarizeSpaceX begins its first day of Nasdaq trading today — the largest US IPO in history at $1.75 trillion. Morningstar says it's worth $780 billion. ARK says $2.5 trillion by 2030. We break down both cases, explain the index inclusion wildcard, and cover two stories that got less attention than they deserved: Google's Gemini Omni Flash with mandatory SynthID watermarking, and Tempus AI's agentic oncology platform used by 19 of the top 20 pharma companies.
Transcribe →Apple Finally Fixed Siri. Here's What Siri AI Actually Does — and What It Doesn't.
1w ago00:05:49Tap to summarizeApple unveiled Siri AI at WWDC yesterday — a rebuilt standalone app with Gemini under the hood, system-wide personal context, on-screen awareness, and multi-step task execution. It's a genuinely new product, not an update. But it won't be available in the EU at launch, and it ships in fall, not today.
Transcribe →Apple's Rebuilt Siri Is on Stage Right Now. Here's Why This Keynote Is Tim Cook's Most Important.
1w ago00:05:24Tap to summarizeWWDC is live today — Tim Cook's final keynote as CEO. The centerpiece is a rebuilt Gemini-powered Siri with personal context, on-screen awareness, and multi-step task execution — Apple's answer to two years of falling behind on AI. We set the full context: what's expected, what the device cuts mean for iPhone 11 owners, and why deploying to two billion iPhones makes this the largest AI rollout in history if it works.
Transcribe →Congress Just Dropped a 269-Page AI Bill That Would Freeze Every State Law for 3 Years
1w ago00:06:08Tap to summarizehe Great American AI Act dropped Thursday — a bipartisan federal framework that would preempt California, Colorado, and every other state AI law for three years. Labor unions said hard no. Tech said yes. And the timing is deliberate: it lands 23 days before Colorado's AI law goes live. We break down what the bill actually requires, why it's controversial, and why Colorado's law applies June 30th regardless.
Transcribe →The SpaceX Roadshow Is Live. Morningstar Says It's Worth Half the Ask. Here's What Investors Need to Know.
1w ago00:06:19Tap to summarizeSpaceX officially launched its roadshow yesterday — $135 per share, $1.75 trillion valuation, $75 billion raise, pricing June 11th. Morningstar values it at $780 billion — less than half the target. ARK Invest says $2.5 trillion by 2030. We break down the bull and bear case, cover OpenAI's Codex enterprise expansion this week, and preview Tim Cook's final WWDC keynote tomorrow.
Transcribe →Microsoft Just Declared AI Independence From OpenAI. Seven Models. No OpenAI Data. A Tenth of the Cost.
2w ago00:06:19Tap to summarizeMicrosoft unveiled seven in-house MAI models at Build — including MAI-Thinking-1, its first reasoning model built entirely without OpenAI distillation, matching Claude Opus 4.6 on coding benchmarks at a tenth of GPT-5.5's cost. Mustafa Suleiman called it "long-term self-sufficiency." We break down what the MAI family actually is, cover Anthropic's Monday IPO filing at a $965 billion valuation, and preview Tim Cook's final WWDC keynote Sunday.
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