Скачать или смотреть AI News: Google's $4.75B acquisition, Meta buys Manus for $2B, and V-JEPA redefines visual AI

AI just helped discover the world's largest lithium deposit in Northern Quebec using only satellite data - no physical mining required. Meanwhile, Google drops $5 billion on data center infrastructure, Caterpillar stock surges 62%, and we crown the winner of the IDE wars.

Joel and Dave explore how AI is moving from digital to physical: satellites discovering resources, Meta's V-JEPA vision model, infrastructure investments, and a secret ChatGPT feature Dave found by accident.

🎯 CHAPTERS:
00:00 - Intro: Build, Run, Automate, Integrate, Navigate
01:10 - Google Buys Intersect for $4.75 Billion
02:12 - Caterpillar Stock Surges 62% From AI Data Centers
03:11 - AI Hardware Sector Up 25% in 2025
04:05 - HAPPY NEW YEAR! (We're in 2026 now)
04:42 - Fleet Space Discovers World's Largest Lithium Deposit
06:06 - How AI Used Seismic Data to Find Lithium in Quebec
06:44 - AI Satellite Mining Applications
12:15 - Meta's V-JEPA: New Vision Model Explained
18:30 - V-JEPA vs Traditional Vision Models
24:45 - Physical AI Infrastructure Investments
32:10 - Dave's ChatGPT Split-Pane Discovery
35:26 - The IDE Wars Winner: Windsurf (Anti-Gravity)
36:52 - Cursor vs Windsurf: Real World Test
39:27 - Cloud Code LSP Finally Added
41:31 - Monitor Setup Recommendations (Samsung Curved Display)
42:57 - Wrap Up & Wednesday Preview

🌍 MAJOR STORIES:
*AI Satellite Discovery:*
Fleet Space (Australia) used AI to analyze seismic data
Discovered world's largest lithium deposit in Northern Quebec
Verified by on-ground exploration teams
Used historical seismic patterns from previous lithium basin discoveries
No physical access required - purely satellite and seismic analysis

*Physical AI Infrastructure:*
Google/Alphabet acquires Intersect for $4.75B (after $800M investment in Dec 2024)
Intersect specializes in data center construction, cooling, power, security
Strategic move removes resource from competitors
Caterpillar stock up 62% in 2025 from generator/backup power demand
AI hardware sector up 25% overall in last 12 months

*IDE Wars Winner:*
Windsurf (Anti-Gravity) wins over Cursor and Kero
Browsing function analyzing visual output is game-changer
Multi-agent mode "unbelievably good"
Real-world test: Website cloning project comparison
Cursor: Perfect text, terrible layout
Windsurf: Creative solutions, working site quickly
Payment infrastructure still complicated

*Google Chrome's Hidden Feature:*
Split-pane mode discovered by accident
Drag chat history to left edge to split screen
Run multiple chats simultaneously (e.g., Deep Research + coding)
Perfect for ultrawide monitors

🔧 TECHNICAL DETAILS:
V-JEPA: Meta's new vision model approach
Cloud Code LSP finally added (TypeScript support)
Language Server Protocol for predictive typing
Windsurf uses Claude for multi-agent workflows

💼 SPONSOR:
This episode is brought to you by GenerosityX - helping charities optimize annual giving through innovation. Visit GenerosityX.com. We're past the halfway point of Season 1!

🗣️ FEEDBACK REQUESTED:
We have 4 episodes left in Season 1. Tell us in the comments:
What do you like about the show?
What would you change?
What topics do you want more of?

🖥️ GEAR MENTIONED:
Samsung 49" Curved Ultrawide Monitor
KVM Switch for multi-device setup
Wall-mounted laptop sleeves

🔗 CONNECT WITH US:
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Join us Wednesday for more V-JEPA and satellite deep dives

#AISatellites #LithiumDiscovery #PhysicalAI #GoogleDataCenter #VJEPA #Windsurf #Cursor #ChatGPT #MetaAI #SpaceMining