13 Oct 2026Muse Wander | Drinking Guiness | UK AI Minister Joins Us
4 Aug 2026OpenAI Solves Maths| UK Chips | EU AI Act | Truth Social | NIK Joins
Kanishka Narayan on Onix's $300M Raise & the DSIT Rebrand
Kanishka Narayan joins for a third time, congratulating the show on its milestone, and reacts to the day's breaking news: Onix raising over $300 million. He praises 25-year-old James's "clarity of conviction" on photonics interconnects for inference, his force-of-nature style, and a pace of execution that will see first tape-outs this year. On the DSIT rebrand, he assures the tech ecosystem that AI budgets and teams continue, argues outcomes come from the agency of specific individuals rather than org charts, and describes the Prime Minister's instruction that he attend cabinet weekly so AI has a voice across energy, defense, health, education and skills.
Kanishka on the EU AI Act, Model Capabilities & Education
On the EU AI Act's first rollout steps, Kanishka says AI-content labeling is important in some areas and the UK is pursuing similar work, but stresses that law needs the technical capability to be enforced at scale. He argues the UK's AI Security Institute gives the country deeper understanding of model risks, letting regulation move flexibly while open-source and agentic security evolve quickly. On capabilities, he says frontier models are beating even the fastest projections on verifiable tasks like math and coding while the non-verifiable, human parts of the world remain untested — so education should give everyone AI foundations while paying a rising premium for distinctly human skills like trust, communication and managing AI.
Kanishka's UK Chips & Drones Moonshot
Kanishka lays out the Prime Minister's reindustrialization vision with chips and drones leading: the UK already makes power electronics and compound semiconductors (KLA, IQE in South Wales) at wages 40–50% above the closed steelworks, ARM's vertical integration could keep more value onshore, and startups like Fractal, Olix and Oriole Networks are the next throw of the ball. He calls full UK AI-chip manufacturing a "moonshot" he would love to see happen before leaving the job. Asked about his "AI Twitter celebrity" status, he traces a year of collective bets — David Silver's billion-dollar Ineffable raise, chip startups raising hundreds of millions, and the show's own growth — and says he feels grateful and a "restless urgency" for what comes next.
12 Jun 2026Lovable $500M ARR, Fable 5, UK AI Minister Joins, OpenAI Price Cuts
AI Minister Kanishka Narayan: Data Centers, UK Chips & Fable
UK Minister for AI and Online Safety Kanishka Narayan returns to discuss the "building beautiful data centers" push, framing AI infrastructure as this era's bridges and railways. He explains the £1B hardware plan — including £400M to procure British chips via an Advanced Market Commitment — and defends the government's £50M backing of London lab Inherent as part of keeping top AI companies in the UK. He credits King's Cross's regeneration and new visa fee reimbursements for the area's boom, and describes the AI Security Institute's pre-release testing showing Fable 5 matching or exceeding earlier autonomous cyber-range completions.