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This video is from the ‘AI with Kyle News and Updates Live Stream’

First aired: 19 December 2025

Summary: Right, so today's big story is absolutely massive if the reporting checks out. Reuters is saying China has reverse-engineered ASML's extreme ultraviolet lithography machines - the only tech on earth that can make cutting edge AI chips. I spent a chunk of the show explaining why this matters: there's literally one Dutch company (ASML) that makes these machines, they cost about 200 million quid each, and up until now China's been locked out because of Western export controls. If they've cracked it, the entire semiconductor bottleneck just collapsed. We're talking about China potentially producing their own advanced chips by 2028 instead of a decade from now.

The other curveball is Trump's just lifted the ban on selling H100 chips to China, which feels like odd timing given everything else. I also covered Google's NotebookLM teaming up with Manus to let you actually edit AI-generated presentations, which is genuinely useful - took me five minutes to make something that would've taken all day. But honestly, the chip story is the one to watch. If China achieves semiconductor independence, the entire AI arms race changes overnight.

Also worth noting: I won't be doing the live show next week because it's Christmas, but I'll be back in January with news about the AI Workshop Kit: https://aiwithkyle.com/ai-workshop-kit

Watch full edited live stream: https://youtu.be/AUgheWhIDsA

—— More Useful Resources ——

My other daily live show - 30-day building a business in public challenge: https://www.youtube.com/live/Z0Z_1Eg3HUk (day one)

Ultimate AI Learning Resource List: https://www.aiwithkyle.com/resources/ai-learning-guide

Free AI Entrepreneurship Playbooks: https://aiwithkyle.com/catalog

Free Quiz: What AI business should you start? https://aiwithkyle.com/tools

Free AI Training Business Planner: https://aiwithkyle.com/tools/workshop-builder

Free AI Industry Translator Tool: https://aiwithkyle.com/tools/industry-ai-translator

Free 10-Week ‘Vibe Coding’ AI Summer Camp: https://aiwithkyle.com/courses/10-week-ai-summer-camp

—— Time Stamps ——

00:00 China's AI Chip Manhattan Project Revealed

03:08 What is EUV Lithography and Why It Matters

04:06 China Reverse Engineers ASML Machines

05:42 DeepSeek and Huawei Chip Struggles

07:13 Inside the Secret Project - Fake IDs and Aliases

08:43 Why China Could Overtake the West in AI

09:48 Biggest AI Story of the Year

10:57 Book Recommendation: Chip Wars

11:52 Survey: What Americans Think About AI Companies

14:17 45% Think ChatGPT Uses a Database

15:26 How LLMs Actually Work Explained

16:45 Best Resources to Learn About LLMs

18:29 Is Gemini Better Than ChatGPT?

19:52 Andrej Karpathy's Deep Dive Series

20:17 Why Microsoft Copilot Is Struggling

21:47 NotebookLM Slide Decks + Manus Integration

24:52 Enterprise AI Security and Shadow IT

25:46 Holiday Break Announcement

26:21 AI Workshop Kit Launch January 2026

—— Contact ——

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For business enquiries only: https://www.passionfroot.me/iamkylebalmer

Get AI-Ready with Kyle’s 5-Day Challenge: https://aiwithkyle.com/join

Subscribe and turn on notifications to catch the next live stream: https://www.youtube.com/@iamkylebalmer?sub_confirmation=1

This video is from the ‘AI with Kyle News and Updates Live Stream’

First aired: 18 December 2025

Summary: Google just dropped Gemini Flash 3, and honestly, it's a bit of a game-changer for anyone building with AI. It's basically a frontier-level model that costs four times less than Gemini 3 Pro, we're talking 50 cents per million input tokens instead of $2. The wild thing is it's not just cheap, it's actually better than their premium model in certain benchmarks. If you're a developer trying to build apps without haemorrhaging money on API calls, this is the kind of release that makes you sit up and pay attention. Google's absolutely dominated the end of this year, and this cements it.

We also got ChatGPT's new Atlas image model and Bernie Sanders calling for a complete moratorium on data centres, but the story that really stuck with me was this piece from The Spectator. A senior British barrister gets drunk with a journalist mate and basically admits the legal profession is finished. He ran an experiment where AI replicated his day-and-a-half of work in 30 seconds AND it was better. His advice to his niece who wants to study law? "Please do not destroy your life." It's anecdotal, sure, but it's the kind of honest conversation people are having behind closed doors. The bottom's falling out of industries faster than most people realise, and we need to be ready for it.

Watch full edited live stream: https://youtu.be/9TWNZ0HfFhc

—— More Useful Resources ——

My other daily live show - 30-day building a business in public challenge: https://www.youtube.com/live/Z0Z_1Eg3HUk (day one)

Ultimate AI Learning Resource List: https://www.aiwithkyle.com/resources/ai-learning-guide

Free AI Entrepreneurship Playbooks: https://aiwithkyle.com/catalog

Free Quiz: What AI business should you start? https://aiwithkyle.com/tools

Free AI Training Business Planner: https://aiwithkyle.com/tools/workshop-builder

Free AI Industry Translator Tool: https://aiwithkyle.com/tools/industry-ai-translator

Free 10-Week ‘Vibe Coding’ AI Summer Camp: https://aiwithkyle.com/courses/10-week-ai-summer-camp

—— Time Stamps ——

00:00 Gemini 3 Flash - Google's Game-Changing Budget AI

04:42 Why Cheaper AI Models Matter for Developers

06:37 The AI Competition Heats Up

07:21 Is the UK AI Ready? DeepMind & 11 Labs

09:44 OpenAI's Code Red and GPT Image 1.5

12:53 Does Anyone But Google Have a Real Moat?

16:40 Google's Data Empire and Search's Existential Crisis

18:52 Google's "Don't Be Evil" Problem

19:13 China arXiv - $25K to Translate All Chinese Science

21:36 OpenAI App Store Launches Inside ChatGPT

25:08 How to Access Sora Outside the US

26:18 Bernie Sanders Calls for AI Moratorium

30:24 AI Will Kill All the Lawyers - A Barrister's Warning

35:27 Newsletter & Community

—— Contact ——

Best is in YouTube comments.

For business enquiries only: https://www.passionfroot.me/iamkylebalmer

Get AI-Ready with Kyle’s 5-Day Challenge: https://aiwithkyle.com/join

Subscribe and turn on notifications to catch the next live stream: https://www.youtube.com/@iamkylebalmer?sub_confirmation=1

This video is from the ‘AI with Kyle News and Updates Live Stream’

First aired: 16 December 2025

Summary: China's absolutely dominated the open-source AI rankings this year, and it's not even close. A new tier list from Interconnects puts DeepSeek at the top, followed by Qwen and Kimi - all Chinese labs. Meta's Llama models? They've been relegated to an "honourable mention" at the bottom, which is pretty embarrassing considering Zuckerberg spent hundreds of millions poaching engineers and then hasn't released anything in months. The whole top tier is Chinese models, and they're not just good, they're genuinely brilliant, and they're giving them away completely open-source. You can fine-tune them, deploy them on your own servers, do whatever you want with them.

The irony? While American labs like OpenAI and Anthropic are locking everything down behind paywalls and API subscriptions, China's playing the long game. Their models are being used in Y Combinator startups, they're spreading across the developing world, and they're getting better precisely because they're open. It's a completely different business model and development paradigm, and right now, it's winning. Whether it's strategic genius or just a different approach to software development, China's figured out that giving away world-class AI models might be more valuable than charging for them.

Watch full edited live stream: https://youtu.be/itQKqlfNyZY

—— More Useful Resources ——

My other daily live show - 30-day building a business in public challenge: https://www.youtube.com/live/Z0Z_1Eg3HUk (day one)

Ultimate AI Learning Resource List: https://www.aiwithkyle.com/resources/ai-learning-guide

Free AI Entrepreneurship Playbooks: https://aiwithkyle.com/catalog

Free Quiz: What AI business should you start? https://aiwithkyle.com/tools

Free AI Training Business Planner: https://aiwithkyle.com/tools/workshop-builder

Free AI Industry Translator Tool: https://aiwithkyle.com/tools/industry-ai-translator

Free 10-Week ‘Vibe Coding’ AI Summer Camp: https://aiwithkyle.com/courses/10-week-ai-summer-camp

—— Time Stamps ——

00:00 China Dominates Open Source AI: 2025 Tier List Revealed

03:06 AI Predictions for 2026: Scaling, Safety & Meta's Exit

04:29 Open Source AI Safety Debate: Should Models Be Free?

06:05 Closed vs Open Source: Which AI Models Are Actually Best?

08:42 How to Run AI Locally on Your Phone or Computer

09:48 Q&A: ChatGPT App Experience vs API Models

12:21 Google AI Summaries Are Killing Recipe Writers

16:52 How AI Overviews Destroy Publisher Revenue

19:10 Surviving the AI Age: Why Being Human Matters Most

21:44 Q&A Break

21:54 TIME Person of the Year: AI Architects Controversy

23:55 AI Killed My Job: Real Copywriters Share Their Stories

26:08 The Entry-Level Job Crisis: AI Eliminating Career Ladders

27:46 How AI Really Takes Jobs: Task Erosion Explained

30:01 AI Augmentation vs Replacement: What's Actually Happening

32:48 EU AI Act: Why Regulation Can't Keep Up

34:45 Do Politicians Actually Understand AI?

36:38 Albania's AI Cabinet Minister: Genius or Gimmick?

38:48 AGI Timeline: The Three Body Problem Analogy

40:04 Pentagon Forms AI Steering Committee on AGI

40:58 Chinese T-800 Robot: Military AI Gets Real

42:24 iRobot Bankruptcy: Chinese Robotics Takeover

43:44 Show Wrap-Up

—— Contact ——

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For business enquiries only: https://www.passionfroot.me/iamkylebalmer