A single piece of hardware, the same size as a book, has become the world's most contested resource. AI GPUs, dominated by NVIDIA, are the engine of AI progress, and a US-led coalition is now controlling who gets access. We cover the complex geopolitics of export controls, the incredible difficulty of manufacturing chips, and how a single Dutch company holds the key to the future.

The world is heading towards a 'post-antibiotic era,' where common infections could once again become deadly. But a recent breakthrough signals a monumental shift in the fight against drug-resistant superbugs. This episode of The Next Token breaks down a landmark paper from Harvard and MIT researchers who used generative AI not just to find existing drugs, but to invent entirely new forms of matter from scratch.

Discover how these AI-designed molecules successfully cured notorious superbugs like MRSA in lab mice, marking a pivotal moment in medicine. We cover:

• The Stakes: Why antibiotic resistance is a silent pandemic that threatens all modern medicine.
• The Invention: How AI can now design novel chemical structures that bacteria have never encountered.
• The Playbook: Why this isn't just a new drug, but a reusable method for creating new medicines, materials, and more.
• The Reality Check: The long road from a lab discovery to a pill at the pharmacy, and the broken market that stifles antibiotic development.

This is the story of how we stopped searching for miracle drugs and started using AI to invent them.

This debut episode breaks down a landmark threat intelligence report from AI-lab Anthropic, revealing how AI is being weaponized for sophisticated cybercrime. The findings reveal a new reality where a single hacker can operate with the force of a large criminal group, state-sponsored North Korean operatives can simulate technical expertise to infiltrate major US companies , and the barrier to entry for creating and selling advanced ransomware on the web is collapsing . It’s a deep dive into how AI is already acting as a force multiplier, a skill simulator, and an enabler for a new criminal marketplace.