The AI Breakdown

Andy Dumbell

The AI Breakdown, the podcast that turns artificial intelligence into real talk. We cut through the complexity to show you how AI actually works and what it means for your job, your business, and your future.

  1. HACE 4 D

    AI Weekly Briefing: Will Super Bowl Ads Burst the AI Bubble?

    This week on The AI Breakdown, we talk about OpenAI’s Frontier launch, an enterprise platform designed to help organisations build, deploy, and govern AI agents across real workflows. Anthropic fires back with Claude Opus 4.6, including a one million token context window in beta and new agent teams designed to split complex work across multiple cooperating agents, with a clear push beyond coding into everyday knowledge work like documents, spreadsheets, and presentations. We then zoom out to the money and the infrastructure. Google is introducing a Workspace add on called AI Expanded Access from March 1, 2026, signalling the shift toward paid higher tier usage. Cerebras just closed a one billion dollar Series H at about a twenty three billion valuation, as demand for compute fuels a new wave of AI hardware competition. Finally, Super Bowl LX made AI advertising feel like a cultural inflection point. Anthropic used its spot to promise Claude will remain ad free, while OpenAI ran a Codex ad built around the idea that you can just build things now. iSpot data reported by AdWeek says 23 percent of Super Bowl commercials featured AI, and Axios covered X rolling out BrandRanx to track ad conversation in real time as the game unfolded.  And with the echoes of the Dot Com Super Bowl and the Crypto Bowl still fresh in marketers minds, it raises the question, will the Super Bowl burst the AI bubble?

    14 min

  2. 4 FEB

    AI Weekly Briefing: Moltbook Breach Highlights the Security Cost of Vibe Coding

    In this week’s AI Weekly Briefing, I break down the biggest developments in artificial intelligence from the past seven days, from viral open-source AI agents like OpenClaw, to major enterprise moves as Snowflake deepens its partnership with OpenAI. You’ll also hear how Amazon Ads is adopting the Model Context Protocol to make agent-driven workflows more practical, why cybersecurity firms like Malwarebytes are exploring AI-native threat checking, and what ElevenLabs’ latest voice advances mean for media, accessibility, and deepfake risk. Plus: a cautionary tale from Moltbook’s security breach, a look at xAI’s Grok Imagine pushing generative video to mass scale, and why multi-agent coding tools could reshape the way developers build software.

    11 min

  3. 31 ENE

    Is CES 2026 the moment AI became business infrastructure?

    CES 2026 quietly marked a turning point. AI stopped being the shiny feature you bolt on for a headline, and started behaving like electricity. It's just assumed. In this episode, I break down the five AI themes that defined the show: AI PCs go mainstream: Your next laptop refresh might be your biggest AI decision this year. AMD, Intel, and Qualcomm are putting serious on-device capability into enterprise hardware, and that changes where your AI runs, how your data moves, and how much control you actually have. Edge AI and the "no cloud required" wave: From real-time deepfake detection on laptops to Caterpillar embedding a voice assistant into excavators that works without connectivity, on-device AI is solving the unsexy problems: latency, offline reliability, and data control. ROI-first AI: Siemens and PepsiCo showed what "show me the numbers" looks like: 20% throughput gains and 90% of issues caught before physical changes. The pilot era is over. Physical AI: Boston Dynamics' Atlas is heading to Hyundai factories by 2028. But the nearer-term story? Copilots for heavy machinery that upgrade the tools you already have. Trust as the bottleneck: The limiting factor isn't clever models. It's governance, guardrails, and getting your data right. If you take one thing from CES 2026: AI is becoming infrastructure. That means it's going to be boring, expensive, and absolutely worth getting right.

    23 min

  4. 28 ENE

    AI Weekly Briefing: Siri’s Second Chance, YouTube Clones & the AI Agents Coming for Your Wallet

    This week on The AI Breakdown, I cover the biggest AI moves in about 10 minutes from Mastercard’s agentic shopping push, to Apple’s Siri reboot, YouTube’s AI creator avatars, and Nvidia’s signals that retail AI is scaling fast.

    11 min

  5. 21 ENE

    AI Weekly Briefing: Is Agentic Commerce About to Rewrite Online Shopping

    In this week’s AI news breakdown, we look at how Google and Shopify are accelerating agentic commerce, with open protocols for AI shopping agents and in chat checkout through Gemini. Also on the radar: Shopify Winter ’26 RenAIssance and what Agentic Storefronts mean for merchants OpenAI’s ad model for ChatGPT and the knock on effects for marketing and trust Wikipedia signing paid access deals with AI firms and what it signals for the content economy ChatGPT Translate and the shift in expectations for translation quality Gemini’s personal intelligence upgrade and the privacy trade off

    15 min

  6. 15 ENE

    AI Weekly Briefing: Alphabet hits 4 trillion and Apple picks Gemini for Siri

    This week on The AI Breakdown, Google proves it can execute, Apple quietly admits it can’t do everything alone, retailers chase customers into chatbots, and regulators draw a hard line on AI abuse.

    8 min

  7. 7 ENE

    AI Weekly Briefing: Who is winning the AI distribution race in 2026

    This week on The AI Breakdown, I cover the biggest AI moves in the last week, from Samsung doubling down on AI devices to Snowflake embedding Gemini with enterprise governance. Plus Google TV upgrades, Boston Dynamics Atlas heading for real deployment, in car agentic AI, and Accenture buying UK based Faculty.

    12 min

  8. 31/12/2025

    AI Weekly Briefing: The $41 Billion Bet - SoftBank, xAI, and the AI Infrastructure Arms Race

    This week on The AI Breakdown, the AI arms race goes fully physical. SoftBank has completed a massive investment into OpenAI, locking in an estimated 11 percent stake and reinforcing a message the entire industry is starting to accept: the real bottleneck is not ideas, it is infrastructure. From there, we zoom into the compute race as xAI expands its Memphis supercluster again, aiming for training capacity on the scale of gigawatts and a future buildout of over a million GPUs. The AI leaders are starting to look as much like energy companies as software companies. Over in China, funding is moving through public markets, with MiniMax at the front of a year end Hong Kong IPO surge that signals how fast China is building capital market momentum around AI. We also cover Europe’s tightening stance on synthetic media and platform responsibility after Poland asked Brussels to investigate TikTok over AI generated disinformation content and called for action under the Digital Services Act. Plus, Meta makes a headline grabbing move with its plan to acquire Manus, the viral AI agent startup, and Nvidia’s China facing H200 demand highlights just how strategic hardware access has become for everyone building AI products.

    9 min
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Información

The AI Breakdown, the podcast that turns artificial intelligence into real talk. We cut through the complexity to show you how AI actually works and what it means for your job, your business, and your future.

Ficha técnica

  • Creado por
    Andy Dumbell
  • Años en activo
    2025 - 2026
  • Episodios
    43
  • Clasificación
    Apto
  • Derechos de autor
    © Copyright 2025 All rights reserved.
  • Sitio web del podcast
    The AI Breakdown

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