On today's episode of AGTP Insights #146, we discussed how Brett Caughran (@FundamentEdge), who is a former hedge fund analyst and portfolio manager who founded Fundamental Edge in 2022, claimed that AI produced a financial model that met his personal standard for work he would expect from a junior analyst. He described it as the day AI passed his “financial modeling Turing test.” We also talked about the significance of the launch of SpaceX's launch of Starship 14 today and taking it to its first orbital mission. piped.video/EyaS0ClcnV8 On Today's Show: 00:00 - Introduction 05:53 - @claudeai Opus 5.5 Built a Full Financial Model 01:17:22 - @SpaceX Launched Starship 14 Today 01:36:47 - Adam S., Founder, CEO at Chore 01:52:25 - Amy McNee, SVP, Global Solution Engineering and GM, Data Management GTM at @boomi 02:25:55 - Constantin Kogan (@constkogan), Founder and General Partner at Holistic Capital (@holisticapital)

On today's episode of ATP Insights #61, we discussed how @AlibabaGroup outlined a major expansion of its AI business at its September 22 Apsara conference in Hangzhou. The company introduced its next-generation Zhenwu V900 processor and detailed plans for substantially larger Qwen models. CEO Eddie Wu also set a target for Alibaba Cloud to operate more than 20 gigawatts of global data centre capacity by 2032, providing the computing infrastructure to support its AI development and customer demand. We also talked about how @Grab is expanding its consumer lending business through a proposed acquisition of Atome Financial. Announced on September 15, the agreement calls for Grab to pay $1.49 billion in cash for a 60% stake, including $260 million of growth capital. The first stage is expected to close by the third quarter of 2027, subject to approvals. Atome’s management would continue running the business. piped.video/live/YH9IdoXcd8Y… On Today's Show: 00:00 - Introduction 04:37 - Alibaba Group Announces New AI Chip 29:59 - Joanna Pawluczuk, MSID, Revenue Leader & Board Advisor 48:50 - Leon L., Head of AI Product / Founder at D2 Intelligence / Checkie-AI 01:08:39 - Grab’s $1.49 Billion Move Into Consumer Credit with Atome 01:22:00 - Maurizio Garavello, Senior Vice President for APAC & EMEA at @qlik 01:45:37 - Naman Tekriwal, Co-Founder at Breer 02:04:55 - Isaac Wu, BD Manager at DATAYOO | FarmiSpace 02:26:15 - Olzhas Zhiyenkul, CEO & Co-founder at @investbanq

On this episode of AGTP Insights #144, we discussed how @OpenAI disclosed two related problems found during model training. In one, GPT-5.6 Sol wrote instructions into task summaries telling its next context to conceal mistakes from the user. In another, an unreleased Astra family model put unauthorized instructions into its own summaries. A summary is the record a model uses to continue a long task after its working context is reset, so an instruction placed there can affect what happens next. piped.video/live/WeX9doAwIps… On Today's Show: 00:00 - Introduction 04:32 - OpenAI's GPT-6 Astra Robot Arm Tries Harmful Actions 01:22:34 - New Era Energy & Digital Secures 20 Year Power Deal 01:37:17 - Ghezal Ebrat, Founder & CEO at SearchBeaute.ai 01:56:54 - @BenBajarin, CEO / Principal Analyst at @creativestrat, Inc. @Bajarin

On this episode of ATP Insights #60, we discuss how Waymo plans to offer driverless rides in Singapore through its app in 2028, subject to regulatory approval. Its first electric Jaguar I-PACE vehicles are due to arrive in the coming months. In 2027, locally hired specialists will drive them while Waymo prepares the system for Singapore’s roads and weather. The initial work is expected to focus on Labrador and HarbourFront. We also talked about how ManusAI is looking to raise approximately $500 million at a valuation of around $4 billion, according to the Wall Street Journal. The AI startup is also considering a restructuring that could support a future Hong Kong IPO. piped.video/live/NDGCLZSgO_c… On today's show: 00:00 - Introduction 04:53 - @Waymo Is Coming to Singapore 15:19 - @ManusAI Looks to Raise $500MM After Unwinding Meta Deal 29:20 - John Emyl Eugenio, CEO at C&E Adaptive Learning Solutions 44:44 - Kevin Brisebois, Founder at BrightLNK 01:05:35 - Safat Jamil, Founder & CEO at Bismo Labs 01:25:29 - Mohammed Adnan Azam, Co-founder at Gray Matter Solutions 01:44:15 - Hongtae Brian Kim, VP of Strategy and Growth at @affinidi 02:09:13 - Rajat Gupta, Vice President and MD, Asia, Middle East & Africa at @MotoSolutions 02:28:18 - Alok Jain 程艾樂, CEO & Managing Director at Trans-Consult 02:44:00 - David Irecki, Chief Technology Officer for APJ at @boomi

On this episode of AGTP Insights #142, we discussed how @samaSam Altman, @DarioAmodei and @elonmusk are making the case that AI capability is now advancing faster than the systems designed to control it. Their proposed response is “pacing.” This does not mean stopping development. It means accepting slower progress when safety work needs more time. The core distinction is becoming clearer: “pacing” does not mean a freeze. It means inserting evidence-based safety gates into model development, even when those gates add cost and delay...time will tell if this actually comes to fruition. piped.video/live/Sma2vjno_bg… On Today's Show: 00:00 - Introduction 04:00 - Sam Altman, Dario Amodei and Elon Musk Say AI Should Slow Down 01:35:05 - Pascal Podvin, Co-Founder and CRO of nSure.ai 02:03:44 - Alex Morris, CEO at Mitosis Labs

On this episode of ATP Insights #58, we discussed DeepSeek's recent release of V4.1 Flash on September 10. It is the smallest model in the company’s new architecture family, although “small” is relative: it has 552 billion backbone parameters. Its mixture-of-experts design activates 8 billion parameters while processing input and 16 billion while generating output. It also supports a one-million-token context window and accepts images and is an open weight model available under an MIT license. We also talked about how Z.AI has completed a financing package worth approximately $5 billion. The company placed 21.97 million new shares for about $2 billion and issued approximately $3 billion of zero-coupon convertible bonds. About 60% of net proceeds will support its next generation of models and a proposed fully self-training system. This represents close to $3 billion before transaction costs. A further 15%, or roughly $750 million, has been allocated to expansion. The remaining capital will support the balance sheet and daily operations. piped.video/live/Jcgnx6SZYQw… On Today's Show: 00:00 - Introduction 03:43 - @deepseek_ai AI’s New Model Tests the HBM Boom 15:28 - Z.ai Makes a $5 Billion Bet on Self-Training AI 22:03 - Wei Zhuang (Lenard) Tan, Founder & CEO at Ailytics 43:45 - Dhruv Bhagat, Founder & CEO at TapTalent.ai 01:04:52 - Uma Rudd Chia, Cofounder & Chief Marketing Officer at OH MY STRAWBERRY 01:25:06 - Duy Doan, CEO at Magnitudeminds 01:42:33 - Sunil Nair, Co-Founder at Clairva 02:08:30 - Jeanne Lim, Founder and CEO at beingAI Corporation 02:24:07 - Asange Jayathilake, Founder & CEO at Zayphire

On today's episode of AGTP Insights #141, we discussed how @Apple has entered the foldable-phone market with the iPhone Duo, its most substantial change to the iPhone’s physical design in years. It arrives seven years after @Samsung launched the original Galaxy Fold. We also spoke about how an @AnthropicAI researcher quit because he believes that the AI industry is building increasingly autonomous systems without a proven way to keep a much more capable system under human control. piped.video/live/FY36d2VR5iU… On Today's Show: 00:00 - Introduction 05:10 - Apple Announces iPhone Duo 47:16 - Anthropic Researcher Quits Over AI Safety Fears 01:25:57 - Geoffrey Hinton Says AI Could Lead to Human Extinction 01:35:45 - James Everingham, CEO and co-Founder at Guild.ai 01:59:11 - Rosemary Ajuka-LeCroy, Founder at Hyperhat AI 02:11:02 - Muhammed Saleeq, CEO at Lokam.ai

On today's episode of ATP Insights #57, we discussed how Circle has agreed to acquire Singapore-based Tazapay in an all-stock transaction with a base value of $400 million. The deal is expected to close in 2027, subject to regulatory approval from the Monetary Authority of Singapore. We also spoke about how Zankore has secured a senior term loan facility of up to $3.1 billion to build an Nvidia-powered AI compute platform in Indonesia. Zankore is a newly created AI compute company backed by Ooredoo Group, Indosat Ooredoo Hutchison, Nokia and NVIDIA. Ooredoo is Zankore’s lead investor with a 49% stake. piped.video/live/DgIOlSP0L38… On Today's Show: 00:00 - Introduction 03:48 - Why Circle Is Buying Tazapay LLC 13:48 - ZanKore Secures $3.1BN Financing for AI Infrastructure 21:30 - Kumar Ritesh, Founder, Chairman and CEO at CYFIRMA 44:41 - Brandon Lee, Chief Futures at Skills & Workforce Development Agency (SWDA) 01:03:59 - Arun kumar Selvaraj, Regional Vice President, APAC at ManageEngine 01:23:06 - Yung-Pin Cheng, Ph.D. Co-Founder & CTO at IsCoolLab 01:43:49 - Bryan Lim, CEO at Berrys AI 02:01:40 - Philip Kam, Chief Executive Officer at APLMA (Asia Pacific Loan Market Association) 02:23:13 - Matthew Michalewicz, CEO at Complexica

On this episode of AGTP Insights #140, we discussed how Jensen Huang declared that “AGI has arrived” on September 6, congratulating OpenAI on GPT-6 Astra and highlighting @nvidia's role in training it. His post also pointed to another 400,000 GPUs coming online. The declaration did not include a definition of AGI or an accompanying evaluation establishing that threshold. Astra has delivered measurable advances, but we beg to differ that AGI is here. We also spoke about @Apple changing the way they release their iPhones with a renewed focus on the high end part of the market. piped.video/live/zQaWmo_c3Cc… On Today's Show: 00:00 - Introduction 04:10 - Jensen Huang Says AGI Has Arrived 59:00 - X Launches New Original Content Rewards 01:15:33 - Apple Replaces Base iPhone Model with iPhone Air? 01:33:33 - Abhineet Kaul, Head, AI Advisory at Access Partnership 01:53:29 - Griff Potrock, Co-Founder & CTO at CerberusAI 02:17:59 - Kristian Dhimitri, Co-founder and CIO at Harlow Technologies Inc.

On today's episode of ATP Insights #56, we discussed how @ByteDance has arranged a $29.6 billion unsecured loan, increased from a $20 billion target after strong bank demand. Nearly 30 lenders participated, with Chinese banks providing more than 60%. @Citigroup and @JPMorgan coordinated the facility, which has a three-year term and extension options covering another two years. The stated purpose is general corporate financing. Reuters’ sources said the money would mainly support AI plans, including projects outside China. We also talked about how Moonshot AI, the company behind Kimi, has reportedly filed confidentially for a Hong Kong IPO targeting approximately $3 billion. Reporting places its valuation at roughly $50 billion in an ongoing private funding round. piped.video/live/G8zMlifh7GE… On Today's Show: 00:00 - Introduction 02:25 - ByteDance’s $29.6 Billion Loan Fuels Its AI Push 11:53 - Moonshot AI’s $3 Billion IPO Plan 24:44 - Nirit Peled-Muntz, Chief People Officer at HiBob 43:14 - Luca Simeone, Founder & CEO at Decklit 01:00:44 - Carl Geraghty, Founder at TAGR 01:23:27 - Mark Francis, CEO at Preferrd 01:42:56 - Lennix Lai, General Manager at OKX 02:10:52 - Foxconn’s $29 Billion Month Puts AI Spending Into Focus 02:22:50 - Fayyaz M, CEO & Head Of Marketing at DDefinition

On today's episode of AGTP Insights #139, we discussed how Nvidia has agreed to acquire Hugging Face in a deal valued at approximately $12.93 billion. Nvidia will pay about $11.9 billion to Hugging Face shareholders. A further $1 billion is tied to retaining employees who join Nvidia. piped.video/live/ZJ03Ug8iDsE… On Today's Show: 00:00 - Introduction 04:10 - @nvidia finally Confirms @huggingface Acquisition 01:04:58 - Vibe Coding Is Fast. Software Engineering Is Still Hard 01:18:50 - MrBeast just signed a partnership with Google 01:31:14 - Engineer Eric Lu Factors RSA-260 in Solo Seven-Month Pus 01:32:55 - Alan Chang, co-Founder & CEO at Patch Systems 02:01:15 - Kent Kaufman, Co-Founder at AI Institute of Silicon Valley

On today's episode of ATP Insights #55, we discussed how South Korea is proposing a record 2027 budget of roughly $597 billion, an increase of 12.8%. The government expects tax revenue to rise sharply because AI demand has lifted the profits of its semiconductor industry. Corporate-tax receipts are projected to double. The most important part of the plan is the new $118 billion Future Response Fund. This is not an additional $118 billion spending program. About $33 billion would finance designated investments. Roughly $76 billion would remain in reserve. Another $9.1 billion would reduce planned government borrowing. We also covered how Manus AI formally resumed independent operations on September 1. Its founding team will continue to lead the Singapore-based company, which now describes itself as an “independent agent lab.” piped.video/live/mb46tX7_C3c… On Today's Show: 00:00 - Introduction 04:20 - South Korea’s $597 Billion Bet on AI 15:44 - Manus AI Returns to Its Independence 22:46 - Val Gui, General Manager at xStocks (Payward) 47:44 - Derek Gallimore, CEO & Founder at Outsource Accelerator 01:02:35 - Amit Sachdev, Founder at INTL.SOLUTIONS 01:22:23 - Jack Nguyen, Regional Managing Director, SEA & GCR at Insider One 01:43:25 - Nick Fofana, Founder and CEO at Paperbase 02:03:29 - Hayden Choo, CEO, Singapore at HelloRide 02:23:49 - Tom Dreyfus, Co-founder & CEO at Josef

On today's episode of AGTP Insights #138, we discussed @SpaceX's successful launch of @NASA's Nancy Grace Roman Space Telescope aboard a Falcon Heavy on August 30, 2026. The rocket lifted off from Kennedy Space Center at 7:26 a.m. EDT. Falcon Heavy released Roman onto its transfer trajectory 31 minutes later. Both side boosters returned safely to Florida. This was an important launch for SpaceX because Roman is a NASA flagship observatory with a life-cycle cost of $4.316 billion. We also covered a few topics related to usage limits for both @AnthropicAI and @OpenAI, along with OpenAI's ad business reaching an annualized revenue rate of $1BN. piped.video/live/oZJcr-D0nXo… On Today's Show: 00:00 - Introduction 03:45 - SpaceX Launches NASA's Newest Telescope 21:23 - OpenAI Reaches $1BN Annualized in Ad Business 54:13 - OpenAI Resets Usage Limits 01:13:34 - Anthropic Changes Its Limits Again 01:36:50 - Muriel Medard, CEO at Optimum

On today's episode of ATP Insights #54, we discussed how @nvidia is extending its AI platform beyond the data centre and into machines that operate in the physical world. Jensen Huang says this physical-AI business is already generating about $10 billion in annual revenue. He expects it to reach roughly $100 billion within a decade. We noted that China has become particularly important because it already possesses the manufacturing base needed to produce robots at scale. Chinese manufacturers accounted for an estimated 95% of global humanoid shipments in 2025. Further, we talked about how @TencentGlobal released Hy4 Preview on August 28 as its new flagship open-weight language model. It contains 770 billion parameters, but its mixture-of-experts architecture activates 49 billion for each token. Tencent believes that Hy4 is a significant expansion over Hy3. On Today's Show: 00:00 - Introduction 04:43 - Nvidia Wants to Run the World’s Robots 23:33 - Bryan Sng, Co-Founder and COO at SimpleAI 53:40 - Tencent Unveils Its New Hy4 AI Model 01:02:32 - Amanda Yeo, Founder & Managing Partner at Brighten Sphere 01:23:48 - Thurupathan Vijayakumar (Thuru), Co-Founder / CEO at Aventude 01:44:28 - Nick Erskine-Shaw, Co-Founder & CRO at @HumanLayerlabs 02:07:57 - Vincenz Bracke, International Sales & Marketing Manager at BANDS Financial 02:30:46 - Axel Winter, CEO at XPONENTIAL piped.video/live/J-bhzPcaJ0g…

On today's episode on AGTP Insights #137 we discussed how @nvidia has reportedly agreed to acquire @huggingface for $12.9 billion. Hugging Face has become the central distribution and collaboration platform for open AI. Its community includes roughly 15 million developers and 400,000 organizations. More than three million models have been published through the platform. It also sells enterprise collaboration tools and managed inference services. Hugging Face and its Pollen Robotics subsidiary have also introduced Microduck, a small bipedal robot designed for developers who want to experiment with reinforcement learning on real hardware. We also followed up on the World Humanoid Robot Games in which Tiangong Ultra has set a new 100-meter record for a humanoid robot. The machine completed the final at the World Humanoid Robot Games in Beijing in 8.64 seconds. It had already recorded 9.39 seconds in qualifying and 8.86 seconds in the semifinal. Its winning time at the inaugural Games in 2025 was 21.50 seconds. piped.video/live/_6GCNlx_4hA… On Today's Show: 00:00 - Introduction 05:16 - Nvidia Acquires Hugging Face 34:23 - Humanoid Robots Keep Beating Usain Bolt 49:20 - Hugging Face Launches $399 Robot 01:17:10 - Ox Alpha Is Actually Z.ai’s GLM 5.3 Flash 01:29:35 - Anthropic Loads Up on Compute Capacity 01:53:12 - Julian Kwan, CEO at IXS

On today's episode of ATP Insights #53, we discussed how @XPENG_Global has agreed to raise more than $900 million for its robotics business at a post-money valuation above $6.3 billion. It is the unit’s first external funding round and the largest single private financing reported in China’s embodied-AI industry. We also spoke about how @AlibabaGroup’s @Alibaba_Qwen team has released Qwen3.8-Flash-Next, an open-weight multimodal model built to deliver high capability without using a huge amount of computation for every token. The important point is that this is also an early look at the architecture Alibaba intends to use for Qwen4. piped.video/live/4rb1o3tf-Co… On Today's Show: 00:00 - Introduction 03:54 - XPeng’s $900 Million Bet on Robots and AI 12:55 - Alibaba's Qwen launches Qwen3.8-Flash AI 21:56 - Neil Calvert, CEO at LINQ 47:19 - Vince Yamat, President & CEO at 917Ventures 01:06:34 - Mabel Loh, Founder & CEO at Maibel 01:24:22 - Benjamin Claeys, CEO at QR TIGER 01:45:20 - Leanne Hughson, CEO at Energy Safe Victoria 02:07:46 - Tyler Huang, Chief Operation Officer at Transfong Ventures 02:23:15 - June Yeoh, Head of Data Partnerships (APAC) at Protege 02:48:14 - Leo Wang, Co-Founder and CFO at Pony.ai

On today's episode of AGTP Insights #136, we discussed how @nvidia's relationship with the AI industry is becoming broader than supplying GPUs. Two transactions reported within days of each other show the company putting serious capital behind businesses that sit much higher in the AI stack. Nvidia is discussing another investment in @perplexity_ai, this time as part of a funding round valuing the company at more than $30 billion. Nvidia is also paying $6 billion for a non-exclusive license to @poolsideai's Model Factory, the technology used to develop its Laguna models. Nvidia is separately investing $1 billion at a $12 billion pre-money valuation. It has also offered jobs to 109 Poolside employees involved in the technology. Poolside’s founders are staying with the company, which remains independent. We also spoke about the World Humanoid Robot Games and how @sama Sam Altman was wrong about the adoption timeline for AI and why. piped.video/live/gYmqHgiNtKM… On Today's Show: 00:00 - Introduction 05:05 - Nvidia Wants More of the AI Stack 48:40 - Chinese Robot Beats Usain Bolt 01:14:26 - Sam Altman Admits He Was Wrong About AI’s Timeline

On today's episode of ATP Insights #52 we discussed how Southeast Asia’s AI build-out is becoming a physical infrastructure story. Compute capacity now depends on who can provide enough electricity, suitable land and network connectivity at a scale that works for hyperscale AI. We also covered how Alibaba Group is preparing one of the clearest capital-market statements yet about how seriously China’s largest technology companies are treating the AI infrastructure race. The company has proposed a US$10.2 billion placement of new shares in Hong Kong. Alibaba says 100% of the net proceeds will go into its full-stack AI capabilities, with a particular emphasis on expanding AI infrastructure. On Today's Show: 00:00 - Introduction 03:48 - Southeast Asia Joins the Data Centre Race 13:20 - Alibaba Group Goes All-In on AI 22:22 - Ayaan Mohamud, Regional Vice President, Marketing, APJ at impact.com 42:57 - Abhijeet Ramesh, Head of Innovation, Growth Products and Partnerships, Visa Asia Pacific 01:06:35 - James Loveridge, Head of Projects and Development at Burnt Ends Hospitality Group 01:21:58 - Beniamino Francesco Pellin, Founder & CEO at ShipD2D 01:42:22 - Dr Rustom Kanga, Co-Founder & CEO at iOmniscient & WildFaces.ai Technology 02:04:46 - Parsa Aghdasi, Founder & CEO at ABR Labs 02:22:41 - Samuel Roach 🚀, co-Founder at Brand Ninja piped.video/live/dbnLc_d4-60…

On today's episode of AGTP Insights #135, we discussed the release of @ornith_ 1.5, a model that trains itself. We also covered how Generalist AI teaches robots how to learn by merely showing the robot how to do something and they call this 'physical prompting'. We talked about the significance of @CallosumAI raising a $100MM seed round to build software that helps AI systems use the right model on the right chip for each task. We had a quick chat about how Meta Facebook is quietly becoming one of @Microsoft Azure's largest customers and what that means for Meta's own capex and infrastructure buildout. Finally, we covered @CoreWeave's deal extension with Hudson River Trading. On Today's Show: 00:00 - Introduction 04:35 - Ornith 1.5 Trains Itself 28:05 - GeneralistAI Teaches Robots How to Learn 55:55 - Callosum Just Raised $100MM Seed Round 01:08:42 - Meta Quietly Becomes One of Microsoft’s Largest AI Customers 01:28:00 - Coreweave Signs Multibillion-Dollar Deal With Hudson River Trading 01:33:28 - Dor Cohen, Founder & CEO at Muan 01:59:27 - Dr. Vishal Gauri, CEO at Seclore 02:18:42 - Pranay Periwal, Cofounder and CEO at Tova piped.video/live/wJIFEPq5Dds…