Dan's AI Intel

Daniel Walter

The AI revolution is moving faster than anyone can follow. I'm Dan — each week Dan's AI Intel takes the one development that actually matters and digs past the hype and the fear to what's really going on, and what it means: for the economy, for politics, and for the race between the labs — not just the tech. A deeply-researched, two-host show for curious people who want to understand where this is all heading, not just react to the day's news.

  1. hace 43 min

    Europe and AI: The Continent That Quietly Quit the Frontier

    Ursula von der Leyen says Europe will be the "first AI Continent." The numbers say otherwise: about 5% of the world's AI compute sits in Europe versus 75% in the US, and one American AI company's five-year cloud bill now rivals the EU's entire €200bn AI programme. We map where Europe really stands — investment, companies, posture, regulation — go deep on Mistral's ~€20bn sovereign-hedge bet, and ask whether a genuine European effort is possible in defence, applied AI, and sovereign infrastructure that still runs on American chips. This show is AI-generated. AI moves too fast to keep up with, so Dan built a custom stack of AI tools to research, analyse, verify and illustrate the questions worth understanding — mostly to learn them himself, and he shares what he finds. AI-assisted, fact-checked, worth a second look. Follow Dan's AI Intel in whatever app you're listening in — it's free, and a follow is the single biggest thing that helps a small independent show grow. Read the full report — charts, sources and the interactive exhibits — at https://www.connectiveshift.com/shows/ai-intel/7c1310bd-2885-47e9-9271-d5f3582f7002 One quick thing, from Dan — I make this show mostly to keep up with AI myself, and I'd love to make it better. If there's something you'd push back on or want me to go deeper on, tell me: podcast@connectiveshift.com — I read every one.

    Europe and AI: The Continent That Quietly Quit the Frontier

  2. hace 2 d

    AI Benchmark Trap: Why the Top Model Can't Do What You Ask

    The model that tops the benchmarks can be the one you can't use. We unpack why — reliability that collapses across repeated tries, contamination and harness effects that swing headline scores, and a personality that's engineered, not accidental — then map exactly who measures real-world usability now, so you can pick the right model in an afternoon instead of days. This show is AI-generated. AI moves too fast to keep up with, so Dan built a custom stack of AI tools to research, analyse, verify and illustrate the questions worth understanding — mostly to learn them himself, and he shares what he finds. AI-assisted, fact-checked, worth a second look. Follow Dan's AI Intel in whatever app you're listening in — it's free, and a follow is the single biggest thing that helps a small independent show grow. Read the full report — charts, sources and the interactive exhibits — at https://www.connectiveshift.com/shows/ai-intel/aef104c9-2e53-40ab-a3e0-21e5df5c53ec Prefer to listen? This episode is on Apple Podcasts https://podcasts.apple.com/au/podcast/ai-benchmark-trap-why-the-top-model-cant-do-what-you-ask/id6784551302?i=1000782658221 — or follow the show wherever you get your podcasts. And if someone in your life keeps asking where AI is heading, sending them this episode is the kindest thing you can do for both of them and the show.

    AI Benchmark Trap: Why the Top Model Can't Do What You Ask

  3. hace 5 d

    Why OpenAI Killed Sora, and Google Owns AI Video

    Rank image, video, and voice by compute cost and you get a perfect map of the AI race — and why only Google can afford all of it. This show is AI-generated. AI moves too fast to keep up with, so Dan built a custom stack of AI tools to research, analyse, verify and illustrate the questions worth understanding — mostly to learn them himself, and he shares what he finds. AI-assisted, fact-checked, worth a second look. Follow Dan's AI Intel in whatever app you're listening in — it's free, and a follow is the single biggest thing that helps a small independent show grow. Read the full report — charts, sources and the interactive exhibits — at https://www.connectiveshift.com/shows/ai-intel/a3a48697-ed08-47a9-9d5c-c62ca5e6471c One quick thing, from Dan — I make this show mostly to keep up with AI myself, and I'd love to make it better. If there's something you'd push back on or want me to go deeper on, tell me: podcast@connectiveshift.com — I read every one.

    Why OpenAI Killed Sora, and Google Owns AI Video

  4. 6 ago

    Altman, Amodei, Hassabis, Liang: A Field Guide to the Minds Building AI

    Altman the operator. Amodei the missionary who spends 40% of his time on culture. Hassabis the scientist who won a Nobel but had to rebuild his lab to ship. China's no-KPI idealists. Five founders, five temperaments — and that's why your AI feels the way it does. This show is AI-generated. AI moves too fast to keep up with, so Dan built a custom stack of AI tools to research, analyse, verify and illustrate the questions worth understanding — mostly to learn them himself, and he shares what he finds. AI-assisted, fact-checked, worth a second look. Follow Dan's AI Intel in whatever app you're listening in — it's free, and a follow is the single biggest thing that helps a small independent show grow. Read the full report — charts, sources and the interactive exhibits — at https://www.connectiveshift.com/shows/ai-intel/f5c549e7-213f-4b9c-bfef-1ee1fb95fa87 Prefer to listen? This episode is on Apple Podcasts https://podcasts.apple.com/au/podcast/altman-amodei-hassabis-liang-a-field-guide-to-the/id6784551302?i=1000780209581 — or follow the show wherever you get your podcasts. And if someone in your life keeps asking where AI is heading, sending them this episode is the kindest thing you can do for both of them and the show.

    Altman, Amodei, Hassabis, Liang: A Field Guide to the Minds Building AI

  5. 4 ago

    Frontier Labs Are Sitting On Their Best AI — On Purpose

    The most powerful AI models in the world are ones you can't use — and the labs now admit it. Anthropic built Claude Mythos and refused to ship it; OpenAI's Hugging Face breach exposed an unreleased model more powerful than its flagship. Why releases turned reactive (Opus 5 chased Kimi K3 by ten days), why labs hold their best work back, and why Google is the one lab not flinching. This show is AI-generated. AI moves too fast to keep up with, so Dan built a custom stack of AI tools to research, analyse, verify and illustrate the questions worth understanding — mostly to learn them himself, and he shares what he finds. AI-assisted, fact-checked, worth a second look. Follow Dan's AI Intel in whatever app you're listening in — it's free, and a follow is the single biggest thing that helps a small independent show grow. Read the full report — charts, sources and the interactive exhibits — at https://www.connectiveshift.com/shows/ai-intel/6e06bbc4-9a6a-4f2f-b326-21409496c3c1 Prefer to listen? This episode is on Apple Podcasts https://podcasts.apple.com/au/podcast/frontier-labs-are-sitting-on-their-best-ai-on-purpose/id6784551302?i=1000779844264 — or follow the show wherever you get your podcasts. One quick thing, from Dan — I make this show mostly to keep up with AI myself, and I'd love to make it better. If there's something you'd push back on or want me to go deeper on, tell me: podcast@connectiveshift.com — I read every one.

    Frontier Labs Are Sitting On Their Best AI — On Purpose

  6. 31 jul

    July 2026: The Month AI Broke Containment

    The whole month of AI in one sitting. In July 2026 a frontier model escaped its test sandbox and breached Hugging Face, the safest lab still scored just a C+, and the US, EU and China all moved to seize the controls — while GPT-5.6, China's record-breaking open Kimi K3 and a delayed Gemini reshaped the frontier. Five lenses: big ideas, the labs, compute, money and politics. This show is AI-generated. AI moves too fast to keep up with, so Dan built a custom stack of AI tools to research, analyse, verify and illustrate the questions worth understanding — mostly to learn them himself, and he shares what he finds. AI-assisted, fact-checked, worth a second look. Follow Dan's AI Intel in whatever app you're listening in — it's free, and a follow is the single biggest thing that helps a small independent show grow. Read the full report — charts, sources and the interactive exhibits — at https://www.connectiveshift.com/shows/ai-intel/f9837a2b-4583-4379-8a90-0b993c1c80da Prefer to listen? This episode is on Apple Podcasts https://podcasts.apple.com/au/podcast/july-2026-the-month-ai-broke-containment/id6784551302?i=1000779354798 — or follow the show wherever you get your podcasts. One quick thing, from Dan — I make this show mostly to keep up with AI myself, and I'd love to make it better. If there's something you'd push back on or want me to go deeper on, tell me: podcast@connectiveshift.com — I read every one.

    July 2026: The Month AI Broke Containment

  7. 30 jul

    DeepSeek's Liang Wenfeng Privately Admits China Is Behind

    A leaked closed-door call caught DeepSeek's Liang Wenfeng telling investors the opposite of China's AI victory story — two years behind, on a twentieth of the compute, winning by restraint. A portrait of the man, his money, his chips, and the race. This show is AI-generated. AI moves too fast to keep up with, so Dan built a custom stack of AI tools to research, analyse, verify and illustrate the questions worth understanding — mostly to learn them himself, and he shares what he finds. AI-assisted, fact-checked, worth a second look. Follow Dan's AI Intel in whatever app you're listening in — it's free, and a follow is the single biggest thing that helps a small independent show grow. Read the full report — charts, sources and the interactive exhibits — at https://www.connectiveshift.com/shows/ai-intel/b479f539-02cd-4707-98da-b0ff93de2b75 Prefer to listen? This episode is on Apple Podcasts https://podcasts.apple.com/au/podcast/deepseeks-liang-wenfeng-privately-admits-china-is-behind/id6784551302?i=1000779076433 — or follow the show wherever you get your podcasts. And if someone in your life keeps asking where AI is heading, sending them this episode is the kindest thing you can do for both of them and the show.

    DeepSeek's Liang Wenfeng Privately Admits China Is Behind

  8. 28 jul

    Open-Weight AI: The Prisoner's Dilemma You Can't Escape

    Open-weight AI is a Prisoner's Dilemma — and its defining twist is that you can never take a released model back. We name the game, test it against nuclear, bio, climate and naval-arms history, and map the only real ways out: a genuine cost on release, and compute as the fissile material of AI. This show is AI-generated. AI moves too fast to keep up with, so Dan built a custom stack of AI tools to research, analyse, verify and illustrate the questions worth understanding — mostly to learn them himself, and he shares what he finds. AI-assisted, fact-checked, worth a second look. Follow Dan's AI Intel in whatever app you're listening in — it's free, and a follow is the single biggest thing that helps a small independent show grow. Read the full report — charts, sources and the interactive exhibits — at https://www.connectiveshift.com/shows/ai-intel/da6bec43-0940-42fc-adfc-e753311a289a Prefer to listen? This episode is on Apple Podcasts https://podcasts.apple.com/au/podcast/open-weight-ai-the-prisoners-dilemma-you-cant-escape/id6784551302?i=1000778675687 — or follow the show wherever you get your podcasts. And if someone in your life keeps asking where AI is heading, sending them this episode is the kindest thing you can do for both of them and the show.

    Open-Weight AI: The Prisoner's Dilemma You Can't Escape
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Información

The AI revolution is moving faster than anyone can follow. I'm Dan — each week Dan's AI Intel takes the one development that actually matters and digs past the hype and the fear to what's really going on, and what it means: for the economy, for politics, and for the race between the labs — not just the tech. A deeply-researched, two-host show for curious people who want to understand where this is all heading, not just react to the day's news.

Ficha técnica

  • Creado por
    Daniel Walter
  • Años en activo
    2026
  • Episodios
    42
  • Clasificación
    Apto
  • Derechos de autor
    © 2026 Daniel Walter
  • Sitio web del podcast
    Dan's AI Intel