technology
Hosted by Inferred Research · technology · EN-US
Intelligence for the AI economy. Briefings on the forces reshaping technology — venture capital, policy moves, OSS and frontier models, compute infrastructure, China, energy, and the tools and technology moving the industry. Get Inferred in your inbox inferredresearch.com
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Signup to Generate a PitchIntelligence for the AI economy. Briefings on the forces reshaping technology, venture capital, policy moves, OSS and frontier models, compute infrastructure, China, energy, and the tools and technology moving the industry.
Inferred is hosted by Inferred Research. The show has published 29 episodes to date.
Recent episodes include "Malware Compromises PyTorch Lightning Packages on PyPI" (5 May 2026, 4 minutes), "Amazon’s Custom Chips Hit $50B Annual Run Rate" (4 May 2026, 4 minutes), and "Big Tech 2026 Capex Approaches $725B, Up 77%" (4 May 2026, 53 minutes).
Inferred publishes roughly daily, with episodes averaging 8 minutes across 29 episodes.
Booking probability for Inferred is 31%, and the host is rated Selective on guests. Inferred requires a Pod Score of 80 or higher. Inferred's contact route on record: verified email.
The strongest fits for Inferred are IT Services & Software Development and Scientific Research & Development. Inferred has a technology audience.
Inferred Research hosts Inferred, a technology podcast with 29 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Inferred
Lightning-AI disclosed that PyTorch Lightning versions 2.6.2 and 2.6.3 on PyPI shipped with credential-harvesting malicious code. The GitHub source repository was untouched — exposing a gap where the published PyPI...
Inferred
Amazon CEO Andy Jassy described the company's custom chip division as running at a roughly $50 billion annual run rate when valued as a standalone merchant chip business — ranking it among the top three datacenter chip...
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Microsoft, Alphabet, Amazon, and Meta have committed roughly $695-725 billion in 2026 capex, up 77% from 2025, driven by cloud demand and chip-cost pressures. In this episode: How Microsoft, Amazon, Alphabet, and Meta...
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Alphabet's Q1 revenue hit $109.9 billion and Google Cloud crossed $20 billion for the first time, but management raised capex guidance to $180–$190 billion for 2026 with 2027 set to climb higher. In this episode: Google...
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Meta raised 2026 capex guidance by roughly $10 billion to $125-145 billion after beating Q1 estimates, signaling aggressive AI infrastructure investment while investors assess the path to revenue translation. In this...
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AWS revenue hit 28% growth in Q1 2026 while Amazon's capex spending nearly doubled to $44.2 billion, compressing free cash flow and raising investor questions about infrastructure ROI timing. In this episode: AWS's...
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Microsoft disclosed a $37 billion AI revenue run rate paired with $190 billion in 2026 capex guidance. The structural tension: headline AI revenue growth must eventually translate to free cash flow as multi-year...
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Google DeepMind released benchmarks and a Beth Israel feasibility study showing its AI co-clinician matched primary care physicians on partial skill measures, with the same research disclosing that physicians...
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Chinese open-source AI models' weekly share of OpenRouter tokens climbed from roughly 1% in late 2024 to over 45% by April 2026, complicating the US chip-export policy debate. In this episode: How Chinese open-source...
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Mozilla credited Anthropic's Claude Mythos with surfacing 271 Firefox vulnerabilities in Firefox 150, though only three CVEs in the official security advisory were publicly attributed to researchers using the model—a...
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Samsung's record $38.5B Q1 profit—94% from the chip division—reflects tripling HBM revenue, while a May labor walkout threatens HBM4 production and management warned supplyshortages will widen through 2027. The company...
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Hugging Face's EvalEval Coalition argues evaluation has overtaken training as the primary compute constraint in agentic AI. This concentrates benchmarking authority among organizations with frontier-scale compute...
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Google's Gemini 3.1 Pro leads GPQA at 94.3% but trails on enterprise-task benchmarks after April releases from Anthropic and OpenAI. Performance diverges across benchmark categories: the model tops academic reasoning...
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OpenAI's Codex, GPT-5.4, and GPT-5.5 entered Amazon Bedrock's limited preview on April 28, one day after Microsoft's exclusive partnership rights lapsed. The launch builds on Amazon's $50 billion investment commitment...
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NVIDIA released Nemotron 3 Nano Omni, a 30B multimodal model combining vision, audio, and language for agentic AI. The headline 9x throughput claim measures batch-serving capacity on Blackwell GPUs; single-stream...
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David Silver's Ineffable Intelligence raised $1.1B seed at a $5.1B valuation to build pure reinforcement-learning agents that discover knowledge without human training data. The thesis — that environmental RL can...
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A 92-author international assessment of frontier AI finds voluntary governance frameworks insufficient to manage emerging capabilities. The US has formally rejected global AI governance coordination, marking a reversal...
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DeepMind published a preprint cataloging six attack classes capable of subverting autonomous AI agents, with content injection and sub-agent spawning showing high hijack success in testing. In this episode: DeepMind's...
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Stanford HAI's 2026 AI Index shows China nearly matching US model performance despite a 23x funding disadvantage, while generative AI adoption surges to 53% of the global population and transparency in the sector...
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Anthropic's ARR jumped to $30 billion from $14 billion in under two months, driven by Claude Code enterprise adoption. The company's Broadcom infrastructure deal includes a commercial performance contingency, reflecting...
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