This week on AI Unchained, the AI boom collides with reality. Jack and Corr unpack the blockbuster Cerebras IPO that minted billions for early investors and signals huge appetite for AI infrastructure—but debate whether it’s the start of a new compute era or the peak of an AI hype cycle. They also explore Moonshot AI’s new browser‑driving agent that can navigate websites like a human, raising big questions about privacy, automation, and whether AI agents will soon be the ones using the internet for us. Finally, the mood turns “spicy” as researchers reveal the first public kernel memory corruption exploit on Apple’s brand‑new M5 silicon, challenging the promise of hardware‑level security.
From venture capital windfalls to the global AI chip race and the growing attack surface of modern hardware, this episode digs into the tension between rapid AI innovation and the real‑world risks that come with it. Is the AI infrastructure boom just getting started—or are we watching the top of the cycle?
