Our 227h episode with a summary and discussion of last week's big AI news!

Recorded on 12/05/2025

Hosted by Andrey Kurenkov and Jeremie Harris

Feel free to email us your questions and feedback at contact@lastweekinai.com and/or hello@gladstone.ai

Read out our text newsletter and comment on the podcast at https://lastweekin.ai/

In this episode:

Deep Seek 3.2 and Flux 2 release, showcasing advancements in open-source AI models for natural language processing and image generation respectively.
Amazon's new AI chips and Google's TPUs signal potential shifts in AI hardware dominance, with growing competition against Nvidia.
Anthropic's potential IPO and OpenAI's declared ‘Code Red’ indicate significant moves in the AI business landscape, including high venture funding rounds for startups.
Key research papers from DeepMind and Google explore advanced memory architectures and multi-agent systems, indicating ongoing efforts to enhance AI reasoning and efficiency.

Timestamps:

(00:00:10) Intro / Banter
(00:02:42) News Preview
Tools & Apps
(00:03:30) Deepseek 3.2 : New AI Model is Faster, Cheaper and Smarter
(00:23:22) Black Forest Labs launches Flux.2 AI image models to challenge Nano Banana Pro and Midjourney
(00:28:00) Sora and Nano Banana Pro throttled amid soaring demand | The Verge
(00:29:34) Mistral closes in on Big AI rivals with new open-weight frontier and small models | TechCrunch
(00:31:41) Kling's Video O1 launches as the first all-in-one video model for generation and editing
(00:34:07) Runway rolls out Gen 4.5 AI video model that beats Google, OpenAI
Applications & Business
(00:35:18) NVIDIA’s Partners Are Beginning to Tilt Toward Google’s TPU Ecosystem, with Foxconn Reportedly Securing TPU Rack Orders
(00:40:37) Amazon releases an impressive new AI chip and teases an Nvidia-friendly roadmap | TechCrunch
(00:43:03) OpenAI declares ‘code red’ as Google catches up in AI race | The Verge
(00:46:20) Anthropic reportedly preparing for massive IPO in race with OpenAI: FT
(00:48:41) Black Forest Labs raises $300M at $3.25B valuation | TechCrunch
(00:49:20) Paris-based AI voice startup Gradium nabs $70M seed | TechCrunch
(00:50:10) OpenAI announced a 1 GW Stargate cluster in Abu Dhabi
(00:53:22) OpenAI’s investment into Thrive Holdings is its latest circular deal
(00:55:11) OpenAI to acquire Neptune, an AI model training assistance startup
(00:56:11) Anthropic acquires developer tool startup Bun to scale AI coding
(00:56:55) Microsoft drops AI sales targets in half after salespeople miss their quotas - Ars Technica
Projects & Open Source
(00:57:51) [2511.22570] DeepSeekMath-V2: Towards Self-Verifiable Mathematical Reasoning
(01:01:52) Evo-Memory: Benchmarking LLM Agent Test-time Learning with Self-Evolving Memory
Research & Advancements
(01:05:44) Nested Learning: The Illusion of Deep Learning Architecture
(01:13:30) Multi-Agent Deep Research: Training Multi-Agent Systems with M-GRPO
(01:15:50) State of AI: An Empirical 100 Trillion Token Study with OpenRouter
Policy & Safety
(01:21:52) Trump signs executive order launching Genesis Mission AI project
(01:24:42) OpenAI has trained its LLM to confess to bad behavior | MIT Technology Review
(01:29:34) US senators seek to block Nvidia sales of advanced chips to China

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#227 - Jeremie is back! DeepSeek 3.2, TPUs, Nested Learning

Last Week in AI