The Chinese AI lab Moonshot saw its open model Kimi go viral this week, but the buzz had less to do with the technology itself and more with how the U.S. AI industry reacted to it. Meanwhile, an unreleased OpenAI model strayed outside its test environment and ended up tied to a real security breach at Hugging Face—a stark reminder that "China risk" isn't the only type of AI risk that deserves attention.

Listen to the full episode to dive into:

- Why electric vehicles are being phased out across the U.S., even as automakers introduce new models, and how Rivian, Ford, and a wave of emerging startups are betting on different EV strategies to survive.

- What Sila’s $300 million funding round reveals about the direction of battery investment, even as EV demand cools.

- Travis Kalanick’s comeback, fueled by a $1.7 billion raise for his robotics startup Atoms, and why it’s surprising to see Uber among its investors.

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