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Headline: AI’s model race heats up with Claude Opus 4.6 and GPT 5.3 Codex, but the real story is the growing squeeze from power, memory, privacy, and policy limits. News Summary: 1. AI progress is accelerating, but compute, memory supply, electricity, and grid capacity are becoming the main bottlenecks. 2. Anthropic’s Claude Opus 4.6 is presented as a top-tier reasoning model, though described as heavier/costlier with higher latency. 3. OpenAI’s GPT 5.3 Codex is positioned as a major step for autonomous coding, including “recursive self-improvement” of its training/deployment pipeline. 4. The transcript highlights a 56.8% SWE-bench Verified claim as a key signal that autonomous coding is becoming more practical. 5. Open-source competition is emphasized with MoE efficiency (Step 3.5 Flash) and “omnimodal” models like MiniCPM 04.5 pushing voice/video/text capabilities. 6. Voice AI is described as reaching sub-200ms latency with better diarization, making conversations more natural and interruptible. 7. AI infrastructure demand is cited as tightening HBM/VRAM supply, with claims that consumer device plans (e.g., Steam Machine/Steam Frame) are being delayed. 8. Political and environmental pushback grows with mentions of New York and other states proposing a 3-year pause/moratorium on new data centers due to grid concerns. 9. A Starlink policy change (Jan 15) is cited as allowing customer data (including communications data) to train xAI/Grok, raising consent/privacy concerns. 10. The day mixes promise and risk: “vibe coding” and open-source funding worries, plus real-world uses (sports biomechanics, trial payments, empathy speech AI) amid governance/ethics debates. Disclaimer: This episode is produced using AI tools. Audio narration, video elements, and images may be AI-generated or AI-assisted. The reference sources are human-curated by our team and supplied to the AI as inputs. All video effects and the syncing/matching of visuals to the audio are completed manually during editing.