YouTube — 2026-07-31#

Watch First#

If you only have time for one video today, watch 149. 亲历中美neo labs资本狂潮，和清华刘子鸣聊：AI for AI、机制可解释性和Max Tegmark. Tsinghua University’s Liu Ziming offers an incredibly nerdy, high-level deep dive into the massive capital frenzy currently funding “AI for AI” Neo Labs, contrasting the wildly differing academic and startup cultures between the US and China. It is a must-watch if you want to understand the bleeding edge of AI model generation and mechanistic interpretability beyond the usual hype.

Highlights by Theme#

News & Business#

Bloomberg Originals unpacks a massive wave of protests in India’s Youth Are Angry. Here’s Why., showing how a severe glut of unemployed graduates and recent exam scandals birthed the “Cockroach” movement. On the corporate side, the WSJ breaks down the resilient margins in the oil refining business in Why Gasoline Prices Haven’t Dropped as Much as Oil. For Chinese-language viewers, 半导体大反弹！苹果估值崩溃！亚马逊有五倍空间？微软创历史记录！ provides a solid post-earnings rundown on the major tech giants, smartly analyzing Microsoft’s record highs, Amazon’s AWS growth, and Apple’s valuation crunch. Finally, Luo Yonghao’s interview with Leapmotor CEO Zhu Jiangming in 零跑汽车朱江明×罗永浩！零跑汽车十年：不会讲故事的人，如何卖成了第一｜罗永浩的十字路口 details the EV maker’s intense ten-year journey from obscurity to the top of China’s sales charts through full in-house R&D.

Learning & Ideas#

The Hoover Institution interview Tom Siebel on Education, Reinvention, and the AI Revolution | Only In America is an absolute standout, blending Siebel’s thoughts on AI productivity with his mind-blowing personal stories of surviving a near-fatal elephant attack in the Serengeti and his sudden loss of sight. Space nerds should check out (Space) Safety First: Simone D’Amico on Safeguarding Earth’s Lower Orbit | Hoover Institution, which brilliantly breaks down the Kessler syndrome and the urgent need for a global space traffic control system. For a glimpse into state-sponsored futurism, TED’s Inside Dubai’s Mission to Build the City of the Future | His Excellency Khalfan Belhoul | TED looks at the Dubai Future Foundation’s blank-check mandate to test wild ideas in an agile “sandbox” environment.

Tech & AI#

CNBC’s AI’s Control Problem: Agents, Costs And Robots offers a fantastic reality check on the current AI cycle, shifting the focus from model capabilities to the ballooning infrastructure costs of “rogue” AI agents. It also includes a stark warning about America’s lagging robotics supply chain, noting that the US deployed a tenth of the robots that China did last year.

Everything Else#

For a dose of pure inspiration, CNBC Make It’s How I Became A Doctor At A Yale Hospital That I Used To Clean As A Janitor chronicles an anesthesiologist’s incredible pivot after experiencing systemic healthcare disparities with her mother. Finally, if you need a quick nature fix, watch BBC Earth’s Stalking The World’s Largest Tarantula | Expedition Guyana | BBC Earth to see a Goliath bird-eating spider up close