The skinny on what's happening in AI - straight from the previous live session:

Highlights

🚫 China Bans Nvidia Chips as Trade War Escalates

Discussed at [00:05:15]

China's cyberspace administration just banned Chinese tech companies from buying Nvidia's RTX Pro 6000D chips. This comes after Trump's unprecedented deal requiring Nvidia to give 15% of China revenue (on sale of the H20 chips) directly to the US government (not a tax, a revenue share!). The trade war is heating up.

Kyle's take: The timing feels deliberate - dropped while Trump's on his UK state visit, meeting the King, talking about AI dominance and throwing around cash.

The 15% revenue share is mafia-like protection money, not a tariff. China's calling Trump's bluff and will push harder on domestic chips through Huawei.

Nvidia is basically stuck in the middle of the US and China and (for now) are bending to the US.

An additional problem for Nvidia? China controls the raw materials for chip manufacturing. They could throttle supply and leave Nvidia scrambling.

Source: Financial Times

🏆 OpenAI Dunks on Google's Programming Contest Win

Discussed at [00:15:57]

Google DeepMind announced their Gemini 2.5 Deep Think got 10 out of 12 problems at the International Collegiate Programming Contest. Ten minutes later, OpenAI tweeted: "Our model solved all 12 problems" with first place human ranking.

Kyle's take: I love this pettiness! Google announces their achievement and OpenAI immediately slaps back with "that’s cute but we win."

These researchers all know each other - it's friendly competition but they're absolutely keeping score. This is exactly what we need - multiple labs pushing each other rather than one running away with everything.

Also, for people saying "Ai Can'T coUNT Rs in sTrAWberRy" - these competitions aren't about arithmetic. They're about logical reasoning and proofs. Different type of maths entirely.

Source: Venture Beat

🎯 Peter Yang's Hot Takes Cut Through AI Hype

Discussed at [00:40:07]

Peter Yang (30K YouTube subs, interviews AI builders, go drop him a sub) just put out his 15 hot takes about AI. I chatted about the first 4 on the livestream.

"Everyone's an AI PM on LinkedIn but show me what you actually shipped"

 Kyle's take: Spot on. Everyone's suddenly an "AI expert" but where's the proof? I see people with AI consultant in their bio who've never built anything. Ship something - even if it's rubbish. Deal with angry users, fix edge cases, watch your beautiful idea crash and burn. That's how you learn, not by updating your LinkedIn title.

"Block anyone posting 'xyz is dead' - they're engagement farmers" 

Kyle's take: Twitter's the worst for this. Every week something "changes everything" or "RIP ChatGPT." It's all clickbait nonsense. Nano Banana comes out and suddenly "advertising is dead!" A month later nobody remembers. These people add zero value - they're just farming engagement. Block and move on.

"Despite billions poured into AI, retention is terrible - most people only use 5-10 tools regularly" 

Kyle's take: Brutal truth. I try everything and keep maybe 5 tools. ChatGPT, Claude, Lovable, Cursor, Make/Zapier - that's basically it. Hundreds of tools launch weekly, most will die. VCs chase ARR numbers but ignore that everyone cancels after month one. Build something people actually use daily, not just try once.

"You still need to understand code, even with AI helping" 

Kyle's take: You can't vibe code your way to excellence. AI helps but when it breaks (and it will), you need to understand why. Peter's learning advice is perfect: pick a project, use Claude Code's learning mode, build something real. I’d personally say start with Lovable if you are very new and then “graduate” when needed. Textbooks are dead - learn by shipping with AI as your teacher.

Source: Peter Yang's "15 Hot Takes" article

Member Question from Ed: "Have you thought of adding an optional way for users to paste in the transcript to generate leads?" (in reference to my vibe-coded app from the 30 Day Challenge).

Kyle's response: God I feel stupid - that's brilliant! This solves my beta testing problem. Right now testers need a YouTube channel for my tool to work because it pulls transcripts. But if they can just paste any transcript, that opens it up to everyone. This is exactly why I build in public - people smarter than me fix my blind spots. Thank you Ed, implementing this immediately!

This question was discussed at [00:38:15] during the live session.

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