AI just crossed a strange turning point. GPUs are sold out, AI agents are learning from videos, and big labs are quietly reshaping the future of compute behind the scenes.

We’ll talk about:

• Why Nvidia’s record $68B quarter proves AI compute is now direct revenue
• DeepSeek freezing out Nvidia while still relying on its chips and what that signals globally
• FDM-1, the new AI model learning computer skills just by watching videos
• Why always-on agents and remote AI control may change how we work sooner than expected

Keywords: Nvidia, AI compute, DeepSeek, ChatGPT Pro Lite, Claude Code Remote Control, Veo 3.1, agentic AI

Links:

1. Newsletter: