Did a Spy Just Take Down Jensen Huang?

Microsoft 365 went down for hours: Outlook, Teams and SharePoint. Nick and Jack explain the SLA credit that companies can claim, and the theory of a laid-off engineer about why it broke. Then Donald Tusk says Europe is behind in the AI race, and HMRC in the UK looks at asking for AI chat histories to close the tax gap. Next is Gemini 4 Hydrogen, Google's $1.50 model for free users, and how it compares with Argon. They answer your questions on agent harnesses, talk about Claude joining your meetings, and finish with this week's Mac Mini giveaway. Watch on YouTube: https://youtu.be/3-6WlffOepI 🔋 Check out Higgsfield, one of our sponsors: https://bit.ly/4gEW43Z. ❤️ Inquiries: reach out to [email protected].

Jensen Huang resigned as CEO of NVIDIA about 20 minutes before Nick and Jack started recording. They talk about what it means for NVIDIA, whether his private life should matter, and what Elon Musk said about hiring him. Then they cover Gemini 4 Carbon, Google's new frontier model, and the new slash swarm command in Antigravity. Next come the Fable 5.2 usage limits, the Anthropic IPO and Anthropic's new office apps. They look at creators such as Ali Abdaal and Jake Paul who now make AI content, and how the big three-day AI challenges work. They finish with your questions on the power of AI labs, public approval, and kids who grow up with AI. Watch on YouTube: https://youtu.be/2C974dBx8Ak 🔋 Check out Higgsfield, one of our sponsors: https://bit.ly/4gEW43Z. ❤️ Inquiries: reach out to [email protected].

Nick and Jack start with the Jensen Huang story. Reports say the Nvidia CEO had an affair with a woman who may be an intelligence asset. They talk about what this could mean for Nvidia and for US policy on AI chips, and they look at the best memes. Next, they explain why the Stacked Podcast is now The Stacked Show: new branding, a same-room look, new thumbnails and a shorts system. Nick then has to leave, and Jack answers your questions: red flags in AI buyers, AI trained on boardroom transcripts, why there will never be just one AI model, the Mac Mini giveaway and the AI creators worth following. Watch on YouTube: https://youtu.be/Ji61oQO6fBs 🔋 Check out Higgsfield, one of our sponsors: https://bit.ly/4gEW43Z. ❤️ Inquiries: reach out to [email protected].

MiniMax released H3, a free AI video model, and Nick and Jack explain why it matters. It has 33B parameters, it makes 2K video with sound, and it runs on your own GPU. One test put it next to Seedance 2.5: $0.00 for H3 against $1.32 for Seedance. Next, Nous Research retrained Qwen 3.8 as Arete-27B, and its propaganda rate fell from 22% to 1%. They talk about what this means for open models and for a model with your own values. Then Pushmeet Kohli of Google DeepMind says science is in a "phase transition", and they ask if this is recursive self-improvement. They finish with your questions on DGX Sparks, open-source compute groups, their Shorts system, bias and an endurance runner story. Watch on YouTube: https://youtu.be/k8AtScVsnOM 🔋 Check out Higgsfield, one of our sponsors: https://bit.ly/4gEW43Z. ❤️ Inquiries: reach out to [email protected].

Thinking Machines released Inkling 2 Small, and Nick and Jack explain why people are excited. It has 594B total parameters and 17B active, it is natively multimodal, and it took only 68 hours to train. It is the best open model outside China, it swears when its code breaks, and it is slow and verbose. Next, Congressman Greg Casar says "Ban RSI": they explain recursive self-improvement, the lawnmower story, the AI fear in the stock market and why local AI matters now. Then they cover the FT report that Jensen Huang had a romance with an alleged Chinese spy. They finish with your questions on DGX Sparks, hallucinations, Europe and the real size of Africa. Watch on YouTube: https://youtu.be/BrS3s1IEQsc 🔋 Check out Higgsfield, one of our sponsors: https://bit.ly/4gEW43Z. ❤️ Inquiries: reach out to [email protected].

Moonshot released the full weights for Kimi K3.1, and Nick and Jack explain what that means. It is now the best open model on Arena, and they compare it to Opus 5.5. They also look at DeepSeek V4.1 Flash and why open models don't benchmark-max. Next, they explain why you don't own your AI, why you need an AI emergency fund, and how uncensored local models work through abliteration. Then Anthropic launches Claude Personal Finance: Claude becomes the everything app, but not yet in Europe or Canada. They ask where Europe's Anthropic is, draw the Mac mini giveaway winner, show their new shorts, and ask if a tax on AI output is coming. Watch on YouTube: https://youtu.be/o7HxqdTm9Jo 🔋 Check out Higgsfield, one of our sponsors: https://bit.ly/4gEW43Z. ❤️ Inquiries: reach out to [email protected].

Jack is back after being sick, and the AI news is intense. Rep. Yassamin Ansari says a pause on advanced AI and a ban on artificial superintelligence belong at the top of the Democratic agenda on day one. Nick and Jack explain why a pause helps every rival country, how data centers feed the backlash, and why the "fixed pie" idea is wrong. Next, Taylor Lorenz posts about yet another offer of a lot of money to promote anti-AI content. Then OpenAI's ChatGPT Images 2.6 makes animated GIFs, Nick tests it, and they ask if image generation has hit a ceiling. They finish with your questions: SpaceX AI and the AI race, fast-tracking clinical trials, when AI subsidies end, Nick's two new DGX Sparks, and an email address for your Grokbot. Watch on YouTube: https://youtu.be/0gpBI2q4dCI 🔋 Check out Higgsfield, one of our sponsors: https://bit.ly/4gEW43Z. ❤️ Inquiries: reach out to [email protected].

Nick hosts solo again while Jack is home sick, and a cartoon Jack nods along in his window. He starts with Sam Altman's new nickname, "Ram Altman", after Sam said idle home memory belongs in data centers. Nick explains why he thinks owning some compute will matter, and how Amazon banned him after four DGX Spark orders. Next, Canva lays off 22% of its staff with one of the most generous exit packages yet, and why companies now care so much about their reputation. Then Opus 5.5 still leads all six new Artificial Analysis indexes, and Nick asks if Anthropic is already in recursive self-improvement. He finishes with your questions: doing the show without Jack, quantum and encryption, models that moralize, pausing the frontier, and US politics in the AI race. Watch on YouTube: https://youtu.be/OUgrnaEwPEI 🔋 Check out Higgsfield, one of our sponsors: https://bit.ly/4gEW43Z. ❤️ Inquiries: reach out to [email protected].

Nick hosts solo again today while Jack is out sick. He starts with the flood of "AI bubble is popping" posts, and why the demand for a story is not the same as the truth of it. Then he covers a chart that shows GPT 6.1 Terra on low effort scoring worse than with no reasoning at all, and how to find the effort level where your tokens pay off. Next, the pelican-on-a-bicycle SVG test between Fable 5.5 and GPT 6.2 Astra, why the internet may be willing these model names into existence, and his prediction for the next model drop. He finishes with your questions on AI security, the word "insane", AI deception, non-technical backgrounds and homesteading. Watch on YouTube: https://youtu.be/dexFnVh-Avk 🔋 Check out Higgsfield, one of our sponsors: https://bit.ly/4gEW43Z. ❤️ Inquiries: reach out to [email protected].

Nick hosts solo today while Jack is out. He starts with reports that Anthropic is routing some requests to Fable 5.5, and the animations users say it wrote entirely in code. Then he covers the cyberattack on supermarket freezers that has now hit seven European countries, and why a few days of food and water is cheap insurance. Next, Sam Altman says AI is now mostly smarter than the best scientists and that energy is OpenAI's biggest challenge, plus Terence Tao and a survey of young mathematicians. He finishes with your questions on Qwen 4, extension security, crypto, AI deception and his favorite model. Watch on YouTube: https://youtu.be/KwdxG0avUEE 🔋 Check out Higgsfield, one of our sponsors: https://bit.ly/4gEW43Z. ❤️ Inquiries: reach out to [email protected].