KODA / THE PODCAST
The Koda Signal.
Every morning at 07:00 GMT, about 16 minutes an episode measured over the last 30 episodes, 167 episodes since 28 Mar 2026.
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One episode per edition. Press play to listen here, or open the edition it reads from.
SEPTEMBER 2026
- 19China's Open Models Go Commercial14:18Edition
- 18Huawei's Supernode Timetable15:26Edition
- 17Anthropic's Enterprise Footprint Widens17:12Edition
- 16Red Sea Shock Hits Rates15:34Edition
- 15Enterprise Buyers Draw Data Lines15:51Edition
- 14Hormuz Corridor Under Fire15:13Edition
- 13Agents That Outlast The Session16:23Edition
- 12Coding Model Cost Collapse17:42Edition
- 11Oil Shock Meets Greed16:47Edition
- 10Astra Saturates The Benchmarks16:35Edition
- 9Navier-Stokes Claim Awaits Proof14:22Edition
- 8World Models Draw Big Names15:55Edition
- 7OpenAI's AGI Messaging Week14:08Edition
- 6Shenzhen Becomes AI Pilgrimage Site14:45Edition
- 5Agentic Speed, Gated Offense18:05Edition
- 4Drone Warfare Meets Drone Tariffs14:12Edition
- 3Defense Buys Commercial Models16:53Edition
- 2Coding Is The Battleground17:44Edition
- 1Million-Token Models At The Edge16:51Edition
AUGUST 2026
- 31Rulemaking Without Definitions13:45Edition
- 30Zaporizhzhia Runs On Diesel10:05Edition
- 29Previews As Shipping Strategy17:33Edition
- 28Security gating open weights16:29Edition
- 27Design Liability Gets A Price15:29Edition
- 26Bel And The Parameter Ceiling13:56Edition
- 25Nvidia Buys The Stack16:28Edition
- 24Anonymous Frontier Compute15:35Edition
- 23Anonymous Models, Public Benchmarks16:05Edition
- 22China's Open-Weight Drumbeat14:44Edition
- 21Containment Failed Before Capability14:26Edition
- 20Ads Before Frontier Models15:04Edition
- 19Age Tiers As Legal Armor16:00Edition
- 18Thresholds As Release Gates16:35Edition
- 17Open Weights, Same Bill16:38Edition
- 16The End Of Loss-Leader Pricing16:23Edition
- 15Open Weights Arms Race16:23Edition
- 14Latency Replaces Parameter Count17:52Edition
- 13Agentic Coding Becomes The Benchmark18:36Edition
- 12ChatGPT's Advertising Turn21:06Edition
- 11Distribution Versus Containment18:12Edition
- 10Open Weights Reach The Top13:58Edition
- 9Megawatts Become The Moat16:47Edition
- 8Capability Thresholds Meet Reality15:14Edition
- 7Free Tier As Battleground18:40Edition
- 6Labs Buying Their Own Silicon17:36Edition
- 5Open Weights At Frontier Scale16:58Edition
- 4The Parameter Ceiling Moves East16:39Edition
- 3The One-Point Frontier Gap18:08Edition
- 2Korea's Open-Weight Arrival19:21Edition
- 1The Mid-Tier Price Floor20:33Edition
JULY 2026
- 31A Deal Ahead Of Its Roadmap29:08Edition
- 30Price, Not Capability7:39Edition
- 29Hardware Shipped Before Norms16:32Edition
- 28Iran Pause Enters Day Three21:04Edition
- 27Who Can Switch Off A Model16:49Edition
- 26Open Weights As Policy18:15Edition
- 25Strikes And Inspections Together22:08Edition
- 24The Gigawatt Compute Race16:49Edition
- 23China's Open-Model Momentum13:02Edition
- 22AI Models Go Rogue20:05Edition
- 21China's Open-Source Offensive18:40Edition
- 20Open Weights Close The Gap20:20Edition
- 19China's Model Rattles Silicon17:20Edition
- 18Open Weights As Geopolitics20:09Edition
- 17China's Open-Model Offensive20:51Edition
- 16Open-Weight Models Surge19:45Edition
- 15Hormuz War Chokes Oil19:13Edition
- 14Agentic AI Goes Native20:24Edition
- 12Mistral's Physical AI Bet20:40Edition
- 11July's Efficiency Arms Race19:25Edition
- 10GPT-5.6 Embeds Everywhere21:38Edition
- 9GPT-5.6's Contested Clearance17:46Edition
- 8Anthropic Dethrones OpenAI20:00Edition
- 7The Bubble Debate Sharpens22:19Edition
- 6Israel's Constitutional Standoff17:14Edition
- 5Verified Code Goes Mainstream19:09Edition
- 4Humanoid Robots Go Commercial19:10Edition
- 3Fable 5 Billing Cliff17:09Edition
- 2Google's Diffusion Gambit17:09Edition
- 1Anthropic's Aggressive Agent Play16:59Edition
JUNE 2026
- 30Washington Tightens AI Grip19:15Edition
- 29Government Steers AI Frontier17:58Edition
- 28Mythos 5 Cautious Return18:53Edition
- 27AI Attribution Goes Geopolitical20:57Edition
- 26The Cost War Tilts East21:52Edition
- 25OpenAI's Silicon Gambit19:50Edition
- 24The Agent Arms Race19:27Edition
- 23Fable 5's Cautious Return16:46Edition
- 19Anthropic's Enterprise Push Abroad20:01Edition
- 18The Fable 5 Standoff21:26Edition
- 17SpaceX Enters AI Tooling20:02Edition
- 16Anthropic's IPO Math20:43Edition
- 15Fable 5 Security Fallout21:09Edition
- 14Government Pulls Anthropic Models18:44Edition
- 13Apple's Agentic Developer Pivot19:36Edition
- 12NEURA's Record Robotics Round21:42Edition
- 10Claude Fable 5 Raises Stakes18:22Edition
- 9OpenAI's Path to Public Markets18:00Edition
- 8Gemini 4.0's Credibility Gap21:28Edition
- 6Custom Silicon Gains Ground16:37Edition
- 5ChatGPT's Dreaming Architecture20:39Edition
- 4Google's Open Model Blitz19:30Edition
- 3White House Voluntary AI Vetting19:39Edition
- 1Nvidia's Valuation Under Scrutiny20:40Edition
MAY 2026
- 31Anthropic's Leaked Agent Ambitions18:24Edition
- 30Anthropic's record-breaking round19:44Edition
- 29Anthropic's Valuation Crown20:09Edition
- 28AI's Professional Services Collision20:16Edition
- 27China's AI Brain Drain Ban21:08Edition
- 26Open-Source Giants Go Mainstream19:25Edition
- 25OpenAI's Path to Public Markets20:08Edition
- 24AI Agents Run Physical Businesses16:43Edition
- 23AI Solves Decades-Old Math18:30Edition
- 22AI's IPO Race Heats Up17:40Edition
- 21AI Cracks Pure Mathematics19:00Edition
- 20Google's I/O Product Avalanche21:08Edition
- 19Google I/O 2026 Preview21:45Edition
- 17UAE Nuclear Perimeter Breach19:21Edition
- 16Quantum Meets AI Infrastructure20:41Edition
- 15AI's Zero-Day Gold Rush18:02Edition
- 14npm Attack Hits AI Toolchains19:54Edition
- 13Gemini Enters the Checkout Lane20:22Edition
- 12Embodied AI Goes Domestic19:08Edition
- 11Federal AI Pre-Release Access14:41Edition
- 10White House Safety Reversal12:23Edition
- 9Self-Replicating AI Models19:57Edition
- 8ChatGPT's Ad Experiment Begins19:01Edition
- 7Context Windows Go Massive17:36Edition
- 6Anthropic Mythos Security Crisis15:49Edition
- 5Pre-Release AI Gatekeeping14:42Edition
- 4Cataloging the Frontier17:03Edition
- 3Race to Zero-Cost Intelligence19:04Edition
- 2Pentagon's Classified AI Push18:34Edition
- 1White House vs. Anthropic Access20:16Edition
APRIL 2026
- 30OpenAI's Pre-IPO Revenue Gap18:58Edition
- 29Musk vs. OpenAI in Court17:42Edition
- 28Symphony's Orchestration Gambit19:44Edition
- 27Small Models, Outsized Results19:06Edition
- 26Tesla Robotaxis Go Live17:30Edition
- 25China's Triple Benchmark Surge19:28Edition
- 24ASL-4 and the Safety Ceiling18:31Edition
- 23OpenAI's Platform Consolidation Play17:57Edition
- 22Apple's Post-Cook Leadership Bet16:20Edition
- 21Kimi K2.6 Goes Open-Source20:48Edition
- 20Microsoft's In-House AI Push12:09Edition
- 19Anthropic's $30B Milestone18:58Edition
- 18OpenAI's Record Capital Haul19:39Edition
- 17Uber's $10B Robotaxi Gamble19:27Edition
- 16OpenAI's Security-First Agent Play18:48Edition
- 15Meta's Ad Revenue Crossover13:44Edition
- 14Meta's Superintelligence Bet19:14Edition
- 13Hormuz Blockade Reshapes Energy Calculus18:07Edition
- 12Meta's Superintelligence Push13:29Edition
- 11Frankenstein Models Go Mainstream19:46Edition
- 10Meta's Superintelligence Bet Pays Off18:24Edition
- 9Cybersecurity Models Go Mainstream16:35Edition
- 7Anthropic's Gigawatt Compute Gamble18:16Edition
- 6Claude Mythos 5's Trillion-Scale Gambit17:39Edition
- 5Claude Mythos 5's Scale Leap19:23Edition
- 4SpaceX-xAI Merger Fallout19:32Edition
- 3Gemma 4 and Open-Weight Strategy21:08Edition
- 2OpenAI's Record Capital Raise17:47Edition
- 1OpenAI's $122B War Chest19:17Edition
MARCH 2026
THE OTHER SHOW
The Koda Deep Dive
One angle from the day's news, taken apart properly. Two hosts, written after the brief, one episode a day.
- 19Claude Leads 26% of Its Own R&D15:07Article
141 EPISODES MEASURED
HOW IT IS MADE
What you are hearing
Each episode is produced from that morning's Signal after its numbers have been checked, so anything it says is on the edition page with its source. Lengths on this page are read from the audio files, not typed. Generated 2026-09-19.