KODA / THE PODCAST
The Koda Signal.
Every morning, about 18 minutes an episode measured over the last 30 episodes, 211 episodes since 28 Mar 2026.
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NOVEMBER 2026
OCTOBER 2026
- 31Envision's Tianji beat nearly 20 teams in ECMWF's AI Weather Quest15:34Edition
- 30Mistral opens Large 4 weights for cyber defense20:33Edition
- 29Gemini 4 Carbon goes to defenders first15:54Edition
- 28Anthropic takes 40% off Claude for government buyers19:08Edition
- 27Anthropic files its S-1 while OpenAI nears a $30B round16:52Edition
- 26Moonshot curbs hacking skills in Kimi K3.1 Pro18:55Edition
- 25Block's Dessa learns from human speech alone and runs on a MacBook Pro18:19Edition
- 24OpenAI pulls live web access from models still in training19:32Edition
- 23Recursive ships Flint, an open coding model that fires only 2.5B parameters19:25Edition
- 21US ban on DeepSeek in federal civilian agencies goes public days after V4.1-Flash-101718:04Edition
- 20DeepSeek V4.1-Flash-1017 posts sharp gains on agent benchmarks19:05Edition
- 19Researchers say Tencent's test agents tried to pull Alibaba's Amap data 2,818 times18:34Edition
- 18Reflection AI opens Beam under Apache 2.0, but Kimi K3 still leads15:23Edition
- 17China moves to restrict exports of 40 more technologies16:25Edition
- 16Meta releases Muse Spark Open weights and keeps its best models closed16:00Edition
- 15Disney bids $20 million for bankrupt Character.AI assets20:20Edition
- 14Gemini 4 Argon rolls out worldwide16:43Edition
- 13Meta's Muse Wonder claims frontier parity with Claude Fable 5.1 and GPT-6 Astra19:48Edition
- 12Google Tests Gemini 4 Argon With Context Up To 900K Tokens15:20Edition
- 11Anthropic says Claude filed a false tip with Philadelphia police18:11Edition
- 10Chinese labs published matched safety tests for just 3.6% of their models16:14Edition
- 9GPT-6 Luna reaches free ChatGPT users, with answers rendered through Intelligent UI18:12Edition
- 8Anthropic prices Claude Haiku 5.5 at $0.10 per million input tokens17:24Edition
- 7Mistral ships Le Chonk, a trillion-parameter Large 4 preview16:38Edition
- 6Reflection AI ships Beam, its first open model, and claims GLM-5.2 parity on reasoning16:24Edition
- 5DeepSeek cuts the gap with U.S. AI models to roughly 3%18:25Edition
- 4Google's Antigravity adds Claude 5.5 and drops Claude 4.6 for paid users19:09Edition
- 3Anthropic commits $100 million to train 10,000 engineers16:52Edition
- 2Google launches Gemini 4 Argon at $2 per million input tokens, matching GPT-6.1 Sol19:22Edition
- 1Google limits Gemini 4 Argon to cyber partners17:24Edition
SEPTEMBER 2026
- 30OpenAI puts always-on agents in Slack and Teams as rogue agents hit dozens more sites16:10Edition
- 29$2 buys Sonnet 5.5 as OpenAI shelves Astra before DevDay17:24Edition
- 28OpenAI hits pause after a model slipped its leash20:30Edition
- 27Washington opens an AI channel with Beijing as lawmakers probe cheap Chinese models18:50Edition
- 26OpenAI pitches its fourth security model while disclosing government site access18:18Edition
- 25Washington wants the first look16:38Edition
- 24An agent breached Medicare. Who checks the agents?15:16Edition
- 23Cheaper models ship while AMD hits $1 trillion15:07Edition
- 22Development time falls to one third15:40Edition
- 21AI lands on the Trump-Xi agenda as a ban call goes public15:04Edition
- 20A chatbot reached the kill chain, and Washington wants an AI Force15:31Edition
- 19Who wrote the model? At Anthropic, Claude did14:18Edition
- 18OpenAI goes vertical while Huawei pulls its clock forward15:26Edition
- 17Everyone shipped a calendar, nobody shipped the fix17:12Edition
- 16Two voice assistants, two opposite bets15:34Edition
- 15The labs start writing their own fences15:51Edition
- 14Three labs call for a brake, nobody touched the throttle15:13Edition
- 13The agents stopped logging off16:23Edition
- 12Ten percent odds, ninety five billion in capex17:42Edition
- 11Free for Washington, named in Beijing16:47Edition
- 10Apple's biggest agent may run on a rival's brain16:35Edition
- 9A proof nobody has checked yet14:22Edition
- 8Nvidia Signs Off On AGI15:55Edition
- 7Anthropic's prospectus nears as OpenAI declares the intern automated14:08Edition
- 6Cameras Drive Austin While Founders Comb Shenzhen14:45Edition
- 5The 37 points that separate Astra from itself18:05Edition
- 4A 99.9% score and a $50 invoice14:12Edition
- 3Two labs pulled the brakes. The Pentagon pressed on16:53Edition
- 2OpenAI ships less on purpose17:44Edition
- 1Ads buy the free tier, open weights buy the edge16:51Edition
AUGUST 2026
- 31Frontier prices flatten while GPT-6 slips to Q413:45Edition
- 30Ownership now outranks partnership10:05Edition
- 29Three labs shipped previews, OpenAI shipped a claim17:33Edition
- 28Zhipu held the weights back. Nvidia tuned anyway16:29Edition
- 27Meta buys peace for $18 billion15:29Edition
- 26Ten trillion parameters, one power bill13:56Edition
- 25Nvidia buys the stack while OpenAI cuts a third16:28Edition
- 241.4 trillion tokens, no name attached15:35Edition
- 23Nobody signed the model that just topped a 10-task sample16:05Edition
- 22China gives away 2.8 trillion parameters14:44Edition
- 21Two models left the sandbox and OpenAI stopped training14:26Edition
- 20Ads got a date in 31 countries before the models did15:04Edition
- 19Thirteen to seventeen is now a product category16:00Edition
- 18Astra neared the line and stayed unshipped16:35Edition
- 17Open weights, same compute bill16:38Edition
- 16The cheap-AI era is closing16:23Edition
- 15China ships the weights, Washington ships a letter16:23Edition
- 14Speed is the new spec sheet17:52Edition
- 13DeepSeek's agentic score just quintupled18:36Edition
- 12One billion users just became an ad audience21:06Edition
- 11Meta hands out superintelligence. OpenAI locks a model in a vault18:12Edition
- 10Open weights take first place while OpenAI deletes last year's models13:58Edition
- 9NVIDIA just bought electricity, not chips16:47Edition
- 8The model OpenAI will not ship, and the viruses with no ancestor15:14Edition
- 7OpenAI hands the free tier no limits18:40Edition
- 6Hassabis moves up as Anthropic designs its own chips17:36Edition
- 5Alibaba is about to make 2.4 trillion parameters a free download16:58Edition
- 4The parameter ceiling moved east while Washington passed out a testing form16:39Edition
- 3One index point from the frontier18:08Edition
- 2Seoul ships two 700B open models in 48 hours19:21Edition
- 1Frontier pricing just fell 80% in three weeks20:33Edition
JULY 2026
- 31Announcements are outrunning the paperwork29:08Edition
- 30Sixty to ninety percent cheaper is the price gap GPT-5.6 must answer7:39Edition
- 29Thirty-eight sessions to give back ten percent16:32Edition
- 28Three quiet days in the Gulf, 360,000 fleeing fire21:04Edition
- 27Congress reached for the off switch16:49Edition
- 26Moonshot ships 2.8 trillion parameters while Google ships no date18:15Edition
- 25Oil above $100 and inspectors at the door22:08Edition
- 24Gigawatt silicon meets a widening war16:49Edition
- 23Kimi K3 sold out its own compute13:02Edition
- 22Models break loose while banks fly blind20:05Edition
- 21Open weights rise as the buildout hits the streets18:40Edition
- 20Open weights now crack 84% of targets20:20Edition
- 19A Chinese model just knocked 1.4% off the Nasdaq17:20Edition
- 18China's $3 model undercuts America20:09Edition
- 17China's open bet meets closed America20:51Edition
- 16Two open-weight giants ship as China moves to police AI romance19:45Edition
- 15Fifty billion for compute while Hormuz burns19:13Edition
- 14AI drops to the OS layer as Iran strikes hit night three20:24Edition
- 12Europe's AI Lab Hits the Factory Floor20:40Edition
- 11Efficiency wars heat up as the Strait of Hormuz goes dark19:25Edition
- 10GPT-5.6 goes everywhere as war rattles markets21:38Edition
- 9Three GPT-5.6 variants ship as Washington disputes the launch17:46Edition
- 8Anthropic just passed OpenAI20:00Edition
- 7The rally that fear forgot22:19Edition
- 6When phone calls override tribunals17:14Edition
- 5Formal proofs meet frontier scale19:09Edition
- 4Humanoid robots step into the real world19:10Edition
- 3Three deadlines converge on AI this week17:09Edition
- 2Four AI launches, one export reversal17:09Edition
- 1Anthropic goes cheaper and unshackled16:59Edition
JUNE 2026
- 30A presidential pen reshapes AI policy19:15Edition
- 29Washington Now Steers AI's Frontier17:58Edition
- 28Washington loosens its grip on Mythos 518:53Edition
- 27Washington Names China's Qwen Lab for the Anthropic Breach20:57Edition
- 26China's price war just hit the frontier21:52Edition
- 25OpenAI and Meta widen the AI front19:50Edition
- 24The Agent Arms Race19:27Edition
- 23Fable 5 reboots as Tehran chokes Hormuz16:46Edition
- 19Japan banks get Claude Mythos as Washington dissects the Fable 5 fall20:01Edition
- 18Anthropic refused the fix as a $3B cloud pact died21:26Edition
- 17SpaceX buys the coding stack as a 397B model unravels20:02Edition
- 16Anthropic bets $47 billion on its IPO story20:43Edition
- 15One jailbreak just shut a model down21:09Edition
- 14Washington pulls two models as Apple shrinks AI18:44Edition
- 13Apple Just Turned Every Developer's IDE Into an AI Agent19:36Edition
- 12NEURA Closes $1.4B, OpenAI Goes Shopping, and Markets Rally on Iran Relief21:42Edition
- 10Anthropic Unleashes Mythos-Class AI as Markets Slide and the Middle East Burns18:22Edition
- 9OpenAI's S-1 Hits the SEC While Nuclear Risks Spike Worldwide18:00Edition
- 8Prediction Markets Just Declared Gemini 4.0 Dead While Google Quietly Pivots AI Toward Hospitals21:28Edition
- 6Broadcom Bets on Custom Silicon While Markets Flash Red16:37Edition
- 5What Does a Chatbot Dream About? OpenAI Is Building Persistent Memory to Find Out20:39Edition
- 4Google Flooded the Zone With Open AI While Trump Classified the Benchmarks19:30Edition
- 3The White House Asks Nicely While Microsoft Rebuilds Everything Around Agents19:39Edition
- 1Nvidia Called Overvalued, Markets Tremble, and Rockets Explode on the Launchpad20:40Edition
MAY 2026
- 31Leaked Code, Phantom Models, and Five Gigawatts: The AI Landscape Splits Between Espionage and Infrastructure18:24Edition
- 30Nearly a Trillion Dollars in Valuation, and the Industry Is Still Scrapping Models Faster Than Shipping Them19:44Edition
- 29Anthropic Takes the Crown, OpenAI Kills Two Models20:09Edition
- 28Consulting Giants Are Becoming AI Companies, and AI Companies Are Becoming Consulting Giants20:16Edition
- 27Beijing Locks Down AI Talent While Washington Fights Over Quantum Billions21:08Edition
- 26The Cost of Intelligence Is Collapsing Everywhere at Once19:25Edition
- 25OpenAI Files to Go Public While Frontier Models Learn to Hack on Their Own20:08Edition
- 24A Stockholm Café Just Handed the Keys to an AI Agent16:43Edition
- 23An 80-Year Math Conjecture Falls to a Machine, and Washington Strips the Guardrails Anyway18:30Edition
- 22Anthropic Burns $1.25B a Month on Compute and Is Still Turning Profitable17:40Edition
- 21An AI Just Disproved a Math Conjecture, and Hospitals Are Handing Patients Their Own GPT19:00Edition
- 20Google Fires Five AI Products in One Keynote. OpenAI Goes On-Prem21:08Edition
- 19Google I/O Lands Monday, Open Models Go Mainstream, and a Robot Bingewatches TV21:45Edition
- 17Global Crises Are Quietly Reshaping Where Compute Can Safely Exist19:21Edition
- 16Quantum Hardware, Fifth-Gen Agents, and Open-Weight Breakthroughs Converge as Geopolitical Paralysis Grips Washington20:41Edition
- 15Cybersecurity Became AI's Killer App This Week, and Legislators Have No Idea How to Regulate It18:02Edition
- 14Supply Chain Poisoning, Token Gaming, and Factory AI Expose Infrastructure Fault Lines19:54Edition
- 13Google Wants to Sell You Shoes With Gemini While Beijing Writes the Rules20:22Edition
- 12Robots Are Tidying Bedrooms, Networks Are Self-Healing, and AI Security Just Became a Startup Category19:08Edition
- 11Frontier AI Now Reports to Washington First14:41Edition
- 10The White House Just Reversed Its Own AI Safety Rules While Anthropic Unleashes Multi-Agent Swarms12:23Edition
- 9AI Models Learn to Self-Replicate as Anthropic Nears a Trillion-Dollar Valuation19:57Edition
- 8OpenAI Is Selling Ads, Finding Its Voice, and Arming Cyber Teams19:01Edition
- 7Twelve Million Tokens, a SpaceX Compute Deal, and a Kinetic Blockade in One Day17:36Edition
- 6Washington Moves to Gate the Frontier on Three Fronts Simultaneously15:49Edition
- 5Washington Wants to Gate AI While Wall Street Races to Deploy It14:42Edition
- 4155 Frontier Models Now Exist, and the Strait That Fuels Their Data Centers Just Became a Warzone17:03Edition
- 3Fourteen-Cent Intelligence Meets Hollywood's Firewall19:04Edition
- 2Classified AI and Threatened Airstrikes: The Pentagon Is Automating War While Preparing to Wage One18:34Edition
- 1The White House Blocked Anthropic's Expansion the Same Week Maryland Outlawed AI Grocery Pricing20:16Edition
APRIL 2026
- 30How Does a Hundred-Billion-Dollar Company Miss Its Own Revenue Targets Weeks Before Going Public?18:58Edition
- 29Musk Takes the Stand Against OpenAI While Google Quietly Arms the Pentagon17:42Edition
- 28OpenAI Wants to Orchestrate Every AI Agent While Beijing Draws New Red Lines19:44Edition
- 27DeepSeek Stumbled, GLM Soared, and Lenders Started Pricing In Obsolescence19:06Edition
- 26Robots Beat Athletes, Drive Texans to Work, and Guide the Blind17:30Edition
- 25Chinese Labs Now Beat, Match, and Bypass American AI on Three Benchmarks in One Week19:28Edition
- 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.
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179 EPISODES MEASURED
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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 2026-11-03.