Who Thinks There's an AI Bubble?

The AI Daily Brief covers Nvidia's agreement to give the US government 15% of its revenue from Chinese chip sales in exchange for export licenses, a move seen as unprecedented and controversial. It also discusses Nvidia's new world models for embodied AI. Additionally, the podcast analyzes GitHub's integration into Microsoft's core AI team following its CEO's departure and explores the AI coding competition between Anthropic and OpenAI, highlighting Anthropic's reliance on coding-related revenue. Finally, it examines the changing perceptions of an AI bubble, noting the success of AI-focused hedge funds and the potential disruption of various industries by AI, while cautioning against simplistic bubble comparisons.