Is Everybody Racing RSI?

Summary

Tech Brew Ride Home: Is Everybody Racing RSI?

Host: Brian McCullough
Date: July 29, 2026

---

Episode Overview

This episode zooms out for a big-picture look at the current state of the AI arms race, especially around “recursive self-improvement” (RSI) — the idea that AI models can start improving themselves autonomously. Host Brian McCullough gives a snapshot of Wall Street’s reaction to soaring AI capital expenditures, the mounting call for policy intervention to pause or regulate cutting-edge AI, Silicon Valley’s internal friction surrounding open-weight models, and why Google seems to be hanging back from the headline-making “AI race.” The episode weaves together reporting from The Verge, Bloomberg, the Wall Street Journal, and Substack analysts to paint a vivid picture of industry anxiety, competition, and the divergent strategies of top players.

---

Key Discussion Points & Insights

1. Market Jitters and Exuberance Around AI (00:34–03:46)

• Wall Street Volatility: Investors are becoming nervous as big tech (Meta, Amazon, Microsoft, Google) increases their capex on AI data centers. Some now worry that the sector is over-building and the bubble might pop.
• SpaceX Example: SpaceX’s stock has dropped to nearly half its peak value, adding to market unease.
• Oracle's Data Center Debt: Oracle, seen as a proxy for OpenAI’s fortunes, is burdened by debt from rapidly expanding data centers.
• Nvidia's Central Role: Nvidia, pivotal in AI hardware, is supporting deals worth three-quarters of a trillion dollars, including guaranteeing $250B in OpenAI debt.
  • Notable Quote [02:18]:

    "Nvidia guaranteeing OpenAI's debt... is as much a reminder of funding strain in the AI buildout as it is of demand signal." — Billy Leung, Global Ex Management

• China’s Competitive Edge: Despite US export controls, Chinese AI startups continue releasing competitive models, raising fears about the sustainability of US GPU-driven dominance.
• Skepticism About Profits:
  • Notable Quote [03:02]:

    "I have been asking how AI companies plan to actually make money for three years now and... have not received a satisfactory answer." — Brian McCullough

2. AI Staffers’ Open Letter: Calls to Slow Down (03:46–06:34)

• Industry Petition: 1,100+ AI staffers, including leaders from OpenAI and Anthropic, sign a letter pushing the US government to support 'Pacing the Frontier' — a coordinated, international approach to slowing AI development when necessary.
  • Notable Quote [04:19]:

    "There is a real risk that AI progresses faster than people can understand or control." — Letter, via Bloomberg

• Regulatory Proposals: Echoes recent calls by OpenAI CEO Sam Altman and Google DeepMind CEO Demis Hassabis for a global watchdog to monitor AI advances.
• Lists of Signatories: High-level executive support from both OpenAI (e.g., Mark Chen, Jacob Pachocki) and Anthropic (e.g., Jack Clark, Chris Ola, Ben Mann).
• Global Coordination Emphasized:
  • Notable Quote [05:26]:

    "Industry, government, and society at large may need the option to buy time to address emerging risks... but each company and country is under intense competitive pressure not to unilaterally slow that acceleration." — Open Letter

3. Silicon Valley Backlash Against Anthropic & The Debate Over Open-Weight Models (06:48–10:38)

• Criticism of Anthropic’s Practices: Founders and competitors accuse Anthropic of poor communication, changing policies, and releasing powerful models with insufficient transparency.
  • Notable Quote [07:10]:

    “Anthropic hadn’t been consistently candid in their communications.” — Dylan Field, CEO of Figma

• Security Concerns vs. Market Tactics: Some academics and rival companies think Anthropic's warnings about open-weight models are more about market positioning than genuine safety risks.
  • Notable Quote [08:12]:

    “Fear from the public gives them leverage to get regulations done in their favor.” — Vishal Misra, Columbia University

• Open Source Risks Acknowledged: Others point out that truly open-source models are quickly "jailbroken" and lose any meaningful control.
  • Notable Quote [09:34]:

    “Anything that is open source is immediately jailbroken.” — Kevin Bryan, University of Toronto

• Market Dynamics: There’s a rising fear of an AI duopoly (Anthropic + OpenAI) dominating the market, pushing smaller startups to adopt open-weight models.

4. Google's Quiet Withdrawal & Divergent Paths in AI (12:47–17:58)

• Hypothesis from The Algorithmic Edge: Google hasn’t “lost” the AI race — it’s quietly opted out of the "RSI arms race" led by OpenAI and Anthropic. Instead, DeepMind is betting on "world models": systems that simulate and understand the real world, not just optimize for next-token prediction.
  • Notable Quote [13:16]:

    "Google DeepMind CEO Demis Hassabis... doesn’t think that automating AI research with coding agents... is the correct approach to artificial general intelligence.”

• RSI vs. World Models: Competing Visions
  • OpenAI and Anthropic: Betting everything on recursive self-improvement (RSI), where AIs design better AIs in an accelerating loop.
    • Notable Quote [14:22]:

      "The best approach to pursue this goal is also the simplest: build data centers and use brute force on algorithms that can be scaled that way." — Paraphrased from Richard Sutton’s “bitter lesson”

  • Google: Betting on true world understanding—a high-risk, potentially high-reward strategy.
• Internal Evidence for RSI:
  • Staff at OpenAI/Anthropic now manage "swarms of coding agents" that essentially build the next wave of models. Human supervision is receding.
    • Notable Quote [15:07]:

      "Employees have become managers of agents rather than developers... Claude Code writes Claude code and wrote Claude cowork GPT 5.6 Sol."

• Business & Strategy Implications:
  • OpenAI’s pivot to enterprise and code agents is an existential survival strategy as revenues stumble.
    • Statistic: Only 2.2% of US households reportedly willing to pay for an AI subscription as of 2026. [16:07]
  • Escape velocity: The belief that whoever reaches RSI first will win for the foreseeable future, leaving rivals “too far behind... to catch up.”
    • Notable Quote [17:22]:

      “We believe that companies that train the best 2025–26 models will be too far ahead for anyone to catch up in subsequent cycles.” — Anthropic (April 2023)

5. Final Reflections: Why Is Everyone Freaking Out? (18:26–end)

• Motivations: Different players in the AI ecosystem are reacting to profoundly different pressures—market, existential risk, regulatory concerns, and divergent theories about what the “endgame” of AI development will look like.
• No Simple Answers: The episode ends noting that the freakout is real, but reasons vary widely by company, role, and geography.

---

Memorable Quotes & Moments

"I have been asking how AI companies plan to actually make money for three years now and I still have not received a satisfactory answer."
— Brian McCullough [03:02]

"There is a real risk that AI progresses faster than people can understand or control."
— Open Staffer Letter via Bloomberg [04:19]

“Anthropic hadn’t been consistently candid in their communications.”
— Dylan Field, CEO of Figma [07:10]

“Anything that is open source is immediately jailbroken.”
— Kevin Bryan, University of Toronto [09:34]

"Google DeepMind CEO Demis Hassabis... doesn’t think that automating AI research with coding agents... is the correct approach to artificial general intelligence.”
— The Algorithmic Edge [13:16]

“We believe that companies that train the best 2025–26 models will be too far ahead for anyone to catch up in subsequent cycles.”
— Anthropic (April 2023) [17:22]

---

Important Timestamps

• 00:34 – Market overview and growing investor anxiety
• 03:46 – Industry open letter: “Pacing the Frontier” initiative
• 06:48 – Backlash against Anthropic and open-weight model controversy
• 12:47 – Google’s quiet shift out of the RSI race
• 14:22 – Competing philosophies: RSI brute-force vs. world models
• 15:07 – Inside RSI: from engineers to “agents managing agents”
• 17:22 – Anthropic’s “escape velocity” thesis

---

Flow & Tone

The podcast maintains a brisk, informed, and slightly skeptical tone, riding the line between industry enthusiasm and underlying anxiety. It draws on real reporting, direct quotes from stakeholders, and a primer-like approach to help even non-specialists grasp the stakes and dynamics of today’s fast-changing AI landscape.

---

For listeners who missed the episode: this summary covers why fears about “RSI” are everywhere, how market forces and technical choices are pushing companies into divergent (and possibly incompatible) strategies, and why the next few years could see both dramatic breakthroughs and historic corrections in the AI sector.

Transcript

[A]

This episode is brought to you by Accenture. When your advertising operations fall out of sync, everything else follows. Spotify and Accenture are working together to reinvent the rhythm of ad sales, using automation, analytics and smarter workflows to simplify campaign delivery and access better data across the business. The result? Less time spent on operations, more time connecting brands with the moments and fandoms that matter most. Learn [e-mail] Spotify.

[B]

Welcome to the Tech We Write Home

[C]

for Wednesday, July 29, 2026 I'm Brian McCullough. Today over 1100 AI staffers signed an open letter asking Washington to slow down AI development.

[B]

Wall street got nervous as AI CapEx ballooned, Silicon Valley's backlash against anthropic built

[C]

over open weights, and the argument that

[B]

this is all about recursive self improvement either being right on the horizon or a dead end. Here's what you missed today in the world of.

[C]

Today's gonna be an odd day because

[B]

I want to sort of devote the whole episode to contextualizing the state of the AI race at this moment through a few different angles.

[C]

First, the Verge has a pretty good

[B]

take on the wild swings the stock market has been making around AI of late, quoting Elizabeth Lopato, Meta Amazon and Microsoft will all report their earnings this

[C]

week, and there are plenty of people who think that, like Google, they will

[B]

also announce they are spending more on their data center buildouts.

[C]

There are a few other things happening

[B]

at the same time that suggest investors are getting nervous. First of all, people seem to have

[C]

finally noticed that SpaceX sucks.

[B]

As of this writing, its shares are worth almost half as much as they

[C]

were during its peak. Second, investors are nervous about Oracle's data

[B]

center build out debt and it's worth keeping in mind that Oracle is the public markets stand in for OpenAI.

[C]

Third, Nvidia has been encouraging rounds of

[B]

deal talks worth a combined three quarters of a trillion dollars. Nvidia, even more so than OpenAI, is at the center of the circular financing in the AI ecosystem.

[C]

If it is pumping more money into

[B]

supporting the AI buildout, that may be an indication that the actual demand is weaker than expected.

[C]

Specifically, Nvidia guaranteeing OpenAI's debt, a deal

[B]

worth $250 billion, is, quote, as much a reminder of funding strain in the AI buildout as it is of demand signal, the Billy Leung Global Ex Management's tech sector investment strategist, told Bloomberg.

[C]

On top of all that, a Chinese startup released a new model and people get nervous every time that happens.

[B]

One reason for that nervousness is that China's biggest constraint is that they, at least theoretically, don't have the same kind

[C]

of access to GPUs as US companies,

[B]

and yet their AI systems are still competitive. If that is indeed what is happening, there is an end in sight to Nvidia's and other chip makers. Cash bonanza what's more, it may mean that companies are building too many data centers I've spoken to a lot of smart people who are more optimistic than

[C]

I am about the AI boom.

[B]

I have been asking how AI companies plan to actually make money for three years now and I still have not received a satisfactory answer.

[C]

All of them think we will likely

[B]

over build data centers during this period of exuberance. They also think that a lot of

[C]

AI companies will die off when the inevitable correction comes.

[B]

They are invested in the space anyway

[C]

because they think the companies that survive

[B]

will make them more money than they will lose on the ones that die off.

[C]

AI boosters are watching for the market top just like everyone else.

[B]

They know it's inevitable. It's hard to figure out what the

[C]

market top is in advance, of course, but some investors are clearly starting to get cold feet about the whole AI

[B]

thing and they're moving their money elsewhere. End quote.

[C]

Next over 1100 staffers from various AI

[B]

companies, including John Shulman and OpenAI's Jacob

[C]

Pachocki, signed a letter requesting that the US government pace AI development.

[B]

OpenAI and Anthropic released statements in support

[C]

of the so called Pacing the Frontier initiative.

[B]

Anthropic says Dario Amadai and several co founders have signed the letter.

[C]

Quoting Bloomberg, the petition urges the US to support an international effort that would help set the pace for building more

[B]

sophisticated AI systems if needed. The document warns that there is a,

[C]

quote, real risk that AI progresses faster

[B]

than people can understand or control, referencing advances in automating AI research.

[C]

We request that the US Government support an international effort to develop the technical and governance tools needed to deliberately pace

[B]

the frontier of automated AI development, the petition reads.

[C]

The petition echoes recent calls from AI leaders, including OpenAI CEO Sam Altman and

[B]

Google DeepMind CEO Demis Hassabis for a

[C]

new international watchdog to vet and set

[B]

standards for cutting edge AI models.

[C]

Anthropic has also previously suggested the creation of a system in which governments and AI developers could collectively decide when to slow work on AI to stave off risks. It would be good for the world to have the option to slow or temporarily pause AI work that may be dangerous, the company said in June.

[B]

Those suggestions followed heightened scrutiny of improvements

[C]

in AI's ability to field more complex tasks with limited human oversight, including spotting

[B]

and potentially exploiting cybersecurity vulnerabilities and critical software. End quote and quoting the Verge in

[C]

the public statement, the employees went on to underscore the importance of some sort of coordinated regulation worldwide so that the

[B]

ever intensifying AI race doesn't outpace safety

[C]

and monitoring tools to realize AI's potential. Industry, government and society at large may need the option to buy time to address emerging risks, develop security measures and

[B]

strengthen oversight, they wrote.

[C]

But each company and country is under intense competitive pressure not to unilaterally slow

[B]

that acceleration, and today the world lacks the technical and governance tools to deliberately pace frontier wide progress. End quote. Some of the OpenAI executives or co

[C]

founders who have signed the statement include Chief Research Officer Mark Chen, Chief Scientist Jakob Pachocki, co founder John Schulman and co founder Wojciech Zaremba.

[B]

As for Anthropic, co founder Jack Clark, co founder Chris Ola, co founder Ben

[C]

Mann and Chief Science Officer Jared Kaplan have all signed, as well as Boris Czerny, who created and leads Claude Code, and Ethan Perez, who is Anthropic's alignment team lead. OpenAI's former chief futurist Josh Akiam and the former co lead of its now

[B]

defunct Super Alignment team, Jan Leakey, also signed. You can see the full statement and a list of the more than 1100

[C]

signatories on a dedicated website titled Pacing the Frontier.

[B]

End quote. Now more on that context of the acceleration bit of this in a second,

[C]

But first I want to come back to that idea that Anthropic is facing

[B]

backlash from Silicon Valley partners, founders, competitors and researchers for their alleged competitive tactics, guardrails and so called lack of support for open weight models.

[C]

Quoting the journal at an event shortly after a recent release, Figma Chief executive

[B]

Dylan Field said Anthropic hadn't been, quote,

[C]

consistently candid in their communications, according to attendees of the event.

[B]

The whole industry learned a lot of

[C]

lessons from how that dynamic played out,

[B]

said Sarah Sachs, head of AI at Notion, who attended the event. Some companies might have been overly trusting. Anthropic has also drawn criticism for changes to its data retention policies and for

[C]

releasing a powerful model that answer AI research questions, prompting complaints from some researchers

[B]

who advocate for more transparency in AI systems.

[C]

There's also skepticism about the warnings of Anthropic executives about the security risks of

[B]

so called open weight AI models that are far cheaper and generally allow users to customize and install their own safeguards. Several Such models that were produced in China have wowed users in recent months with capabilities that edged closer to frontier AI US Systems. Anthropic makes fantastic products, said Vishal Misra, the vice dean of computing and AI at Columbia University's engineering school.

[C]

But the company also makes statements about security and AI risks that don't hold

[B]

up to scrutiny, he said. They create a scare in the general

[C]

public around these models, he added.

[B]

Fear from the public gives them leverage to get regulations done in their favor. A company spokeswoman defended the steps Anthropic has taken as necessary to ensure models are safe and that adversaries can't use them to create severe risks. Anthropic CEO Dario Amadai and other company

[C]

executives have repeatedly spoken about the risks

[B]

of open weight AI systems, which many AI researchers see as far more difficult to control a worrisome possibility if models continue to advance in capability. Some don't have the same security safeguards

[C]

that leading US Models do, AI executives say.

[B]

Amodai urged policymakers to crack down on industrial scale distillation. Both companies have discussed the challenges posed by Chinese open weight models and potential restrictions on the companies with Trump administration

[C]

officials, people familiar with the matter said.

[B]

OpenAI offers some open weight models, and Altman, its CEO, said last year that he regrets the company's past stance against the tools.

[C]

The Trump administration is considering adding Chinese companies to a trade blacklist that would effectively prevent many US Businesses from using the models. Company critics, including some administration officials, see

[B]

Anthropic's warnings as part of an effort

[C]

to hinder its competitors, given that many such open models could undermine its attempts to maximize revenue as it plans a

[B]

public listing as soon as the fall.

[C]

Kevin Bryan, an associate professor at the

[B]

University of Toronto specializing in innovation, defended

[C]

Anthropic and said the fears about the

[B]

risks of Frontier Intelligence being open source are real and widely shared.

[C]

Anything that is open source is immediately jailbroken, he said.

[B]

Once the model's out, that's it, some critics argue. Anthropic itself has built models through a process that resembles distillation.

[C]

It's interesting that they're against distillation when they distill the entire Internet without paying

[B]

royalties, said Mark Suman, co founder and

[C]

CEO of Maple, an AI productivity tool startup.

[B]

I just think it's odd that they are now turning around and telling others

[C]

not to do what they did.

[B]

Hours after the letter from companies supporting

[C]

open weight models became public, OpenAI signed Alphabet's Google endorsed the letter shortly after leaving Anthropic as one of the notable

[B]

AI companies not to back it. More than 70 Silicon Valley firms have now added their names.

[C]

Technologists and policymakers say they are also concerned about the AI race turning into

[B]

a duopoly, with Anthropic and OpenAI essentially emerging as dominant players that control the market.

[C]

Some founders and startup executives said Anthropic's release of Claude Design was a wake

[B]

up call across Silicon Valley. The product release led some founders to conclude that Anthropic might launch tools to

[C]

compete with them and take their customers. They turned to cheaper open weight models in earnest after that, particularly ones that

[B]

weren't built by US Frontier Labs.

[C]

Quote.

[D]

Tomorrow morning is knocking. Stock your fridge now. How about a creamy Mocha Frappuccino drink? Or a sweet vanilla smooth caramel maybe? Or white chocolate mocha? Whichever you choose, delicious coffee awaits. Find Starbucks Frappuccino drinks wherever you buy your groceries.

[C]

When critical company knowledge isn't documented, there's

[B]

a major ripple effect.

[C]

Work becomes inconsistent, tools don't get adopted, and knowledge walks out the door when someone leaves. Thankfully, our sponsor, Scribe, was built to fix that. Their Workflow AI platform is trusted by nearly half of the Fortune 500 to capture workflows in real time. Here's how it works. You turn on the Scribe browser extension or desktop app, do a process as you normally would, and Scribe will build a guide as you go. It automatically redacts sensitive information and even suggests improvements to your existing workflows. To see what Scribe could look like for your org, head to Scribe how ridehome and mention Ride home for your first month of Scribe capture free on select plans. That's S C R I B E How ridehome if you only know a little bit about Bitcoin, that's okay. If you've been curious about Bitcoin but haven't made the jump yet, Cash App makes it easy. You can set up automatic purchases with zero fees or buy larger amounts also with zero fees. Start small or go bigger.

[B]

It's designed to be simple.

[C]

Either way, for a limited time, new customers can get $10 added to their balance. Just use code Bitcoin10 when you sign up. And and don't forget this part. Send at least $5 to a friend in the first two weeks. Terms apply. Cash App is a financial services platform, not a bank. Banking services provided by Cash App's bank partners. Bitcoin services provided by Block Inc. Brand for additional information, see the Bitcoin disclosures at Cash App legalpodcast. Now the final bit of context from a substack called the algorithmic edge that is the best summation I've seen about possible motivations among the biggest players. What if I told you that Google is out of the AI race?

[B]

It didn't happen because Google lost though. Despite an underwhelming I O event earlier this year, several heavyweight departures and a slower model release pace than its competitors,

[C]

Google is still alive. It is out of the race because it withdrew. Weird, right?

[B]

Why would Google do that willingly?

[C]

To answer that, I'm going to tell you the story of why and how Google left the AI race that OpenAI

[B]

and Anthropic are betting everything on.

[C]

Here is my hypothesis stated plainly. Google DeepMind CEO Demis Hassabis, a pioneer

[B]

of AI as we understand it today,

[C]

doesn't think that automating AI research with

[B]

coding agents, AI systems that can program better AI systems themselves is the correct approach to artificial general intelligence.

[C]

Google's DeepMind leadership sees OpenAI and Anthropic's bet on recursive agentic programming, at best as an off ramp and at worst

[B]

as a dead end. Hasabis is betting on something else world models. Models that can understand and simulate the real world, not just predict the next token.

[C]

And he's steering Google accordingly. The AI race is actually a race between two theories of intelligence and also

[B]

between two kinds of startups that need

[C]

AI to become a business and an incumbent whose existing business can subsidize AI for years. As we will see, Hassabas decision puts

[B]

Google in a life or death situation.

[C]

He could make Google the absolute leader or an irrelevant laggard.

[B]

That said, to write Google off the story would be a serious mistake. I'm going to explain why I think Google has a unique chance.

[C]

The first piece of the puzzle is that anthropic CEO Dario Amadai and OpenAI CEO Sam Altman think that AI models will soon be autonomously improving themselves.

[B]

This is known as recursive self improvement or rsi. Model A makes a better model B that makes a better model C, et cetera, and that this is the key to achieving AGI.

[C]

The best approach to pursue this goal is also the simplest build data centers and use brute force on algorithms that

[B]

can be scaled that way, like learning and search. That's the fundamental insight of Richard Sutton's bitter lesson, which both OpenAI and anthropic

[C]

sacred if new architectures or algorithms are needed, those better models equipped with a lot of compute will find them somehow.

[B]

That's the theory at least. What does this creed look like inside the lab? We only need to read their testimonies

[C]

you have engineering staff at both Anthropic and OpenAI admitting that they barely write any code anymore. It is swarms of coding agents, Claude Code and Codex that do that.

[B]

Employees have become managers of agents rather than developers and researchers themselves. Claude Code writes Claude code and wrote Claude cowork GPT 5.6 Sol autonomously post

[C]

trained GPT 25.6 Luna they say straight away that RSI is coming. Human supervision is still required for many things.

[B]

We're in the final moments of the

[C]

human in the loop stage, but one prediction is that by 2028 there's a 60% chance that RSI is achieved.

[B]

That's what Anthropic co founder Jack Clark wrote in a newsletter in May.

[C]

Others predict RSI even sooner. Being six years younger than OpenAI, Anthropic

[B]

had one shot at success and they hit the bullseye.

[C]

An unbreakable focus on code plus agents plus enterprise secured a steady climb to the top.

[B]

It's been a CR crazy streak of success, from revenue to valuation to popularity to getting ahead of larger and older

[C]

companies passing through several back and forths

[B]

with the US government as well.

[C]

OpenAI is a different story. It skyrocketed to fame with ChatGPT and then it had to deal with the success disaster that followed.

[B]

Too many expensive free users not willing

[C]

to pay at the time of writing, the revealed preferences of US households indicate that only 2.2% are willing to pay

[B]

for an AI subscription.

[C]

OpenAI realized that anthropic was starting to show the signs of acceleration consistent with proto rsi.

[B]

They care about money, sure, but Altman

[C]

wouldn't make a company wide restructuring like

[B]

he recently did for a short term trade. Thus their recent full operational overhaul intended

[C]

to be a long term investment. OpenAI can afford to let Anthropic win in the enterprise market, but it can't afford someone else achieving RSI enabled escape velocity. OpenAI pivoted fast. It doubled down on Codex, agents, enterprise

[B]

and ultimately on the road to recursive self improvement. OpenAI is doing so well now that

[C]

insiders confidently claim that Codex is actually

[B]

better than Claude Code. Codex actually grew well beyond expectations after the release of ChatGPT work and it's up to 10 million users, as Bloomberg last reported.

[C]

What I know is that those left out of the first stage of the exponential are going to be out of

[B]

the game and as far as we

[C]

can tell from public information, that would be Google. Anthropic made this strong claim far back in April 2023. We believe that companies that train, the best 202526 models will be too far ahead for anyone to catch up in subsequent cycles.

[B]

This is what I mean when I say escape velocity. It's the need to escape the gravity field of the planet without falling back to the ground. Once you get there, your next model release is accelerated.

[C]

Thanks to the previous model's involvement in

[B]

training and post training at the time

[C]

of writing, everything anthropic and OpenAI argued

[B]

in 20232024 has become true.

[C]

All of the above happened gradually and

[B]

then suddenly in the first few months of 2026.

[C]

Where is Google in this entire story? Can you see them? Yeah, they have Gemini 3 something and

[B]

anti gravity and something called Omni. More on that later.

[C]

But they're essentially nowher at the frontier

[B]

of the code agents, Enterprise RSI race.

[C]

Why? He goes on to discuss Google's bet

[B]

on world models and why basically only they can make that bet at this point. It's an 8,000 word piece, so click through if you want to hear that part of it. But if you put all these segments

[C]

together from today's show, I think you've

[B]

got a better sense of why everybody might be behaving like they are. People are in various levels of freakout, but for different reasons. Talk to you tomorrow.