Equity Equity

‘AI communism’, rogue models, and the why Kimi K3 spooked Wall Street

Jul 24, 2026 · 38m

Topics discussed

Introduction and summer weather chat Chinese AI models and industry panic OpenAI security concerns and political rhetoric OpenAI Code Interpreter security breach analysis SRS Aquium advertisement Decline of US EV sales and regulatory credits EV market dynamics and dealer incentives Legacy automakers and future EV strategies SILA Climate raises $300M for battery materials Travis Kalanick's Adams raises $1.7B Outro and credits
Listen ad-free on Castria