Podcast
This Week in AI
Hosted by Jason Calacanis · EN
An experts-only AI podcast: Think the 'All In' podcast for AI. Jason + 3 CEO-level experts breaking down the news & trends.
17episodes
Episodes
Newest firstAll episodes
"Nobody Lost Their Job to AI, Just the Promise of AI" - This Week in AI Ep 15
1w ago01:07:17Summary readyThe AI jobs panic is here. Meta cut 8,000. Intuit cut 3,000. CapEx went up. Nobody can agree if anyone has actually lost a job to AI, or just to the promise of it. We dug into the GPU squeeze, the new craft of "reward engineering," Pope Leo's call to disarm AI, and why Chinese open-source models just blew past American ones in token usage.This week's roundtable: Erik Bernhardsson (CEO of Modal Labs, the serverless GPU cloud), Tanay Kothari (CEO of Wispr Flow, the voice dictation app every VC in the valley uses), and Richard Socher (CEO of Recursive Superintelligence and You.com).Thank you to our exclusive sponsor:PayPal Open, One Platform for All Business: http://paypalopen.com/Timestamps:0:00 Cold open0:53 Welcome to Episode 155:53 Recursive's plan to build a self-improving "Eureka machine"8:10 Token spend now exceeds headcount at the frontier9:56 GPU crunch, Hopper prices, and the Anthropic-Colossus shockwave12:23 Wispr Flow's 90% gross margin playbook14:30 Running $100M in marketing with two humans and a swarm of agents18:29 Reward hacking, paperclips, and the rise of the "reward engineer"24:39 Why CEOs put one person in charge: multi-objective AI28:17 Meta's 8,000 layoffs, $145B CapEx, Goldman vs. Stanford33:23 "Nobody lost their job to AI, just the promise of AI"37:57 Jevons paradox: software demand is infinite, illustrations aren't39:48 Meta's keystroke monitoring and the back-channel reaction42:55 Equity, Trump accounts, and rooting for your old employer44:06 The Bloomberg/Indeed dev jobs chart47:34 Jason's pitch: hiring a 22-year-old AI-native "software valet"50:29 Pope Leo: "AI needs to be disarmed"57:41 Chris Olah on AI displacement and the global poor1:00:46 Chinese models hit 9 trillion tokens, DeepSeek V4 Flash goes #11:03:04 Strange biases, Tiananmen Square, and the US open-source vacuum1:05:07 Who they're hiring🔗 Guests:Erik Bernhardsson, Modal Labs: https://modal.com | https://x.com/bernhardssonTanay Kothari, Wispr Flow: https://wisprflow.ai | https://x.com/tankotsRichard Socher, Recursive Superintelligence / You.com: https://recursive.com | https://x.com/RichardSocher🔗 Referenced in this episode:Modal Labs: https://modal.comWispr Flow: https://wisprflow.aiRecursive Superintelligence launch: https://recursive.comYou.com: https://you.comAnthropic / SpaceX Colossus 1 compute deal: https://www.anthropic.com/news/anthropic-spacexTechCrunch on the $1.25B/month Anthropic-xAI compute deal: https://techcrunch.com/2026/05/20/anthropic-will-pay-xai-1-25-billion-per-month-for-compute/Meta's 8,000 layoffs and 2026 AI CapEx of $145B: https://www.reuters.comIntuit cuts 3,000 jobs to fund AI integration: https://www.reuters.comGoldman Sachs CEO David Solomon NYT op-ed on AI job loss: https://www.nytimes.comStanford study on entry-level AI-exposed jobs (-16%): https://digitaleconomy.stanford.eduPope Leo XIV: "AI needs to be disarmed": https://www.vatican.vaChris Olah (Anthropic) on AI and the global poor: https://www.anthropic.comOpenRouter token usage leaderboard: https://openrouter.ai/rankingsDeepSeek V4 Flash: https://www.deepseek.comQwen 3 Max (Alibaba): https://qwenlm.ai🔗 Subscribe and follow:Newsletter and all platforms: https://thisweekinai.ai#ThisWeekInAI #AI #ModalLabs #WisprFlow #Recursive #YouCom #DeepSeek #Qwen #MetaLayoffs #Anthropic #Colossus #PopeLeo #RewardHacking #AIJobs #OpenSource
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Grads boo AI, Reese Witherspoon gets dunked + Karpathy joins Anthropic | TWiAI E14
2w ago01:38:43Summary readyThe frontier labs are coming for the application layer, and they're going to steal your idea. We dug into Andrej Karpathy's move to Anthropic, the new rules of AI etiquette, and why graduates are booing AI at commencement speeches.This week's roundtable: Kanjun Qiu (CEO of Imbue, building open source agents), Jeremy Fraenkel (CEO of Fundamental, large tabular models for enterprise data), and Karri Saarinen (CEO of Linear, the product development system used by OpenAI, Coinbase, Cursor, Ramp, and Cash App).Thank you to our exclusive sponsor: PayPal Open, One Platform for All Business: http://paypalopen.com/Timestamps:0:00 Cold open1:02 Welcome to Episode 14 of This Week in AI1:45 Kanjun Qiu on Imbue's GPU cluster bet that funds the company5:38 Jeremy Fraenkel on why LLMs choke on structured enterprise data9:36 Karri Saarinen on Linear and product work for AI agents12:50 Design in the age of AI: why early-stage product design is getting worse21:18 Jason coins "AI etiquette": your output is your responsibility33:30 Andre Karpathy joins Anthropic40:00 The cult of each AI lab: SpaceX, Anthropic, OpenAI47:00 Anthropic's pricing misstep and the "punk software" movement50:00 The verticalization war coming for the application layer55:00 "Claude knows more about me than my partner": power concentration in AI58:30 Mac M5 clusters and confidential compute on AWS1:07:30 Graduates boo AI at commencement: Schmidt, Borchetta, Cawfield1:22:00 Four founders deliver their own commencement speeches1:28:30 Reese Witherspoon vs the New York Times1:33:00 Plugs and where to find the guests🔗 Guests on X:Kanjun Qiu, Imbue: https://imbue.com | https://x.com/kanjunJeremy Fraenkel, Fundamental: https://fundamental.tech | https://x.com/fraenkeljKarri Saarinen, Linear: https://linear.app | https://x.com/karrisaarinen🔗 Referenced in this episode:Andre Karpathy joins Anthropic (announcement): https://x.com/karpathy/status/2056753169888334312?s=20Imbue Blueprint (open source agent skill): https://imbue.com/blueprintExoLabs (daisy-chained Mac clusters): https://exolabs.netAbacus (on-prem language models): https://goabacus.coWhisper Flow (voice-to-text): https://wisprflow.aiPerplexity Model Council: https://perplexity.aiNYT editorial on Reese Witherspoon and AI: https://www.nytimes.com/2026/05/15/opinion/reese-witherspoon-mel-robbins-girlboss-ai.html🔗 Subscribe and follow:Newsletter and all platforms: https://thisweekinai.ai#ThisWeekInAI #AI #Imbue #Fundamental #Linear #Anthropic #OpenAI #Karpathy #AIEtiquette #VibeCoding #PunkSoftware #AICommencement #OpenSourceAI
Summary
How the 1% Will Own Compute (and What It Means for You)
3w ago01:08:09Summary readyThe future of AI isn't a smarter chatbot. It's a model that watches your screen, listens to the room, and acts on what it sees. We dug into Thinking Machines' new interaction model, what it means for compute, and the layoff wave that's already here.This week's roundtable: Anastasios Angelopoulos (CEO of Arena, formerly LMArena), Nick Harris (CEO of Lightmatter, photonic computing chips), and Philip Johnston (CEO of StarCloud, building megawatt data centers in space).Thank you to our exclusive sponsor:PayPal Open, One Platform for All Business: http://paypalopen.com/Timestamps:0:00 Cold open1:21 Welcome to Episode 132:51 Is China closing the AI gap? Arena's data5:16 Lightmatter and the photonic interconnect bottleneck9:42 StarCloud 2, Nvidia Space Ruben 1, and orbital data centers17:24 Thinking Machines' interaction model: what's actually new28:22 Whisper Flow and the 3-pedal desk setup33:48 Real-time desktop and camera awareness as the real unlock40:25 Why this 100x's compute demand42:43 The polarization of compute and $10M personal data centers49:25 The layoff wave: Cloudflare, PayPal, Coinbase, Upwork54:48 The 10x gap between AI-first and non-AI-first employees59:52 Unlimited agency and the abundance future1:00:46 Anthropic's Project Luna runs a retail store1:03:45 Decoupling labor from value creation1:05:03 P(doom) round🔗 Guests:Anastasios Angelopoulos, Arena: https://arena.ai | @ML_AngelopolousNick Harris, Lightmatter: https://lightmatter.coPhilip Johnston, StarCloud: https://starcloud.com | @philipjohnston🔗 Referenced in this episode:Thinking Machines, Introducing Interaction Models: https://thinkingmachines.ai/blog/interaction-models/LMArena leaderboard: https://lmarena.aiLightmatter: https://lightmatter.coStarcloud: https://www.starcloud.comTechCrunch, Cloudflare says AI made 1,100 jobs obsolete: https://techcrunch.com/2026/05/08/cloudflare-says-ai-made-1100-jobs-obsolete-even-as-revenue-hit-a-record-high/Fast Company, Tech layoffs this week due to AI (Cloudflare, PayPal, Coinbase, Upwork): https://www.fastcompany.com/91538995/tech-layoffs-due-to-ai-this-week-cloudflare-paypal-coinbase-upworkBloomberg, South Korea floats citizen dividend from AI profits: https://www.bloomberg.com/news/newsletters/2026-05-12/korea-s-massive-ai-boom-triggers-call-for-tech-tax-roiling-marketPYMNTS, Inside a retail store run entirely by AI (Andon Labs / Luna): https://www.pymnts.com/artificial-intelligence-2/2026/inside-a-retail-store-run-entirely-by-ai/Wispr Flow (voice-to-text tool Jason uses): https://wisprflow.aiFermi Paradox: https://en.wikipedia.org/wiki/Fermi_paradox🔗 Subscribe and follow:Newsletter and all platforms: https://thisweekinai.ai#ThisWeekInAI #AI #ThinkingMachines #Lightmatter #StarCloud #Arena #Anthropic #ProjectLuna #AIcompute #AIlayoffs #Superintelligence
Summary
Is Anthropic a Cult? AI Beats ER Doctors & Recursive Self-Improvement | This Week in AI E12
4w ago01:17:00Summary readyThis week, JCal sits down with two builders working on opposite ends of the AI stack: Naveen Rao, co-founder and CEO of Unconventional AI (his $4.5B startup rethinking the computer from first principles), and Trey Holterman, co-founder and CEO of Tennr, the platform automating the messy paperwork that decides whether millions of patients ever get the care they need.They break down why AI already beats ER doctors at diagnosis, why Epic is the most hated company in healthcare, what it takes to disrupt healthcare's $5 trillion incumbents, and whether $1.1 trillion in hyperscaler CapEx will pay off before the energy runs out.Mentioned in the show:Unconventional AI: https://unconv.aiTennr: https://tennr.comAbridge: https://abridge.comAmbience Healthcare: https://ambiencehealthcare.comEpic: https://epic.comPlaud (NotePin): https://plaud.aiWhoop: https://whoop.comFunction Health: https://functionhealth.comOura: https://ouraring.comEight Sleep: https://eightsleep.comPerplexity: https://perplexity.aiDatabricks: https://databricks.comHarvard / Beth Israel ER study: https://www.harvardmagazine.com/ai/ai-outperforms-doctors-diagnosis-harvard-studyJack Clark on recursive self-improvement: https://jack-clark.netThis Week In AI is made possible by:PayPal Open - One Platform for all Business: https://paypalopen.comTimestamps:00:00 Cold open00:51 Welcome & intro to Naveen Rao (Unconventional AI) and Trey Holterman (Tennr)05:43 Tennr's mission: fixing the U.S. healthcare "black hole"06:23 Why primary care is changing in the AI era09:09 The radiologist that wasn't replaced & what AI got right in 201515:31 Harvard study: AI beats ER doctors 67% to 55%20:16 Plaud Pin & the always-on AI in the exam room22:29 AI scribes, EMR privacy & how Abridge actually works24:01 Whoop, Aura & when wearable data finally meets the clinic25:20 Epic, FHIR & the 800-pound gorilla of healthcare34:21 Disrupting Epic with an open-source EMR play37:20 The Abridge vs Ambience scribe wars42:06 Jack Clark's 60% odds on recursive self-improvement by 202853:41 Morgan Stanley's $1.1 trillion hyperscaler CapEx forecast1:04:53 Anthropic's marketing machine & the AI religion thesisSubscribe to This Week in AI on Apple: https://thisweekinai.ai/spotifySubscribe to This Week in AI on Spotify: https://thisweekinai.ai/appleThanks for watching!🤖 If you want to stay ahead of the curve on all things AI, make sure to join our community across all platforms:📩 Get the Weekly Newsletter: https://thisweekinai.ai/📺 Subscribe on YouTube: https://www.youtube.com/@ThisWeekinAIPodcast📸 Instagram: https://www.instagram.com/thisweekinaipodcast📱 TikTok: https://www.tiktok.com/@thisweekinaipodcast✖️X: https://x.com/ThisWeeknAIFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisFollow Oliver:https://x.com/oliverkorzenCheck out all our partner offers: https://partners.launch.co/
Summary
Cursor's $60B Deal, DeepSeek V4 & the Death of the AI Moat | This Week in AI E11
Apr 3001:13:42Summary readyThis week Jason sits down with three founders at the frontier of AI infrastructure, software development, and vertical AI: Matan Grinberg, co-founder and CEO of Factory; Russ d'Sa, co-founder and CEO of LiveKit; and George Sivulka, founder and CEO of Hebbia.They break down why AI coding agents are more powerful than vibe coding, how voice became the default interface for AI, why LLMs are becoming commoditized like RAM, and what it actually takes to build a moat in 2026.Mentioned in the show:Factory: https://factory.aiLiveKit: https://livekit.ioHebbia: https://hebbia.comCursor: https://cursor.comDeepSeek V4: https://deepseek.comSpaceX / xAI: https://x.aiPolymarket (Cursor acquisition odds): https://polymarket.com/event/will-spacex-acquire-cursorLM Arena (model benchmarks): https://lmarena.aiSWE-bench (coding benchmarks): https://swebench.comSilicon Valley HBO clip (Son of Anton): https://www.youtube.com/watch?v=m0b_D2JgZgYThis Week In AI is made possible by:PayPal Open - One Platform for all Business: https/:/paypalopen.com/Timestamps:00:00 Intro & AGI debate: where are we really?02:26 Meet the guests: Matan Grinberg, Russ d'Sa, George Sivulka03:30 Factory's mission: bringing autonomy to software engineering04:29 LiveKit's origin: open source WebRTC to ChatGPT voice backbone07:40 Learned helplessness and the raptor fence: a founder story10:31 Hebbia: financial superintelligence for capital markets13:21 SpaceX acquiring Cursor for $60B: the deal breakdown17:28 Why enterprises can't standardize on one model provider21:50 The Silicon Valley clip: when AI deletes all the software23:09 How AI coding tools have changed internal dev workflows26:28 Moats in the age of vibe coding: what actually protects you30:12 The relentless iteration promise as a company's core moat33:40 Slack example: the buy vs. build calculation in 202638:10 Deterministic agents and encoding institutional expertise41:17 LLMs as commoditized infrastructure: where value pools45:56 DeepSeek V4 drops mid-episode: $3.48 vs. Claude's $2550:13 AI in financial markets: arbitrage, meme stocks, and ASI56:58 China blocks Metas acquisition, OpenAI-Microsoft deal redux58:41 AGI definitions and who wins the US vs. China model race01:02:13 US open source embarrassment and the talent war01:05:23 OpenAI's spend vs. revenue: risk of ruin or name of the game?01:09:14 Apple's new CEO, M-series compute flood, and space data centers01:12:08 P-doom scores and final thoughtsSubscribe to This Week in AI on Apple: https://thisweekinai.ai/appleSubscribe to This Week in AI on Spotify: https://thisweekinai.ai/spotifyFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisFollow Oliver:https://x.com/oliverkorzenCheck out all our partner offers: https://partners.launch.co/
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Aravind Srinivas & Edwin Chen: The $1B Bootstrap, Apple's AI Edge, and Benchmarks | TWiAI E10
Apr 2301:19:40Summary readyThis week we sat down with Aravind Srinivas and Edwin Chen. Aravind is the co-founder and CEO of Perplexity, whose revenue has grown from $100M to $500M on the back of Perplexity Computer. Edwin is the co-founder and CEO of Surge AI, the data training company teaching frontier models how to think, which quietly bootstrapped past $1B in revenue without ever raising a dollar.This Week In AI is made possible by:PayPal Open - One Platform for all Business: https://paypalopen.com/Timestamps:00:00 Cold open01:00 Welcome & intro to Aravind Srinivas and Edwin Chen02:40 Why Perplexity Comet and Perplexity Max are taking off05:25 Edwin on Surge AI and why "data labeling" is the wrong term10:47 Tim Cook steps down — what Apple's new CEO should do13:56 Owning your agent loops: why Apple wins21:20 "The iPhone is not getting disrupted by AI at all"23:09 $242B raised in Q1 2026 and the late-stage capital flood23:55 Edwin on bootstrapping Surge past $1B without raising25:09 The ChatGPT "one weird trick" story and clickbait models30:58 Claude Code as a loss leader to dominate token collection33:30 Are we in the endgame for coding?35:35 Autocomplete to auto-diff to auto-outcomes38:54 The death of the no-code movement41:34 30% headcount growth, 5x revenue, the efficiency playbook45:41 AI in Hollywood, Gal Gadot, and $70M movies that should cost $200M50:29 "People don't buy models, they buy products"57:20 Specialization vs commoditization — what actually accrues value58:00 "LM Arena is a cancer on AI"63:34 Perplexity's heuristics for measuring user intent65:41 Model Council, Jensen Huang, and orchestrating frontier models71:23 Most impressive AI experiences — WhisperFlow, Grok on X, Claude Design, and WHOOP78:29 Hiring at Surge AI and PerplexitySubscribe to This Week in AI on Apple:https://thisweekinai.ai/appleSubscribe to This Week in AI on Spotify:https://thisweekinai.ai/spotifyFollow Jason:X: @jasonLinkedIn: /jasoncalacanisCheck out all our partner offers:https://partners.launch.co/Links Mentioned on the Show:Perplexity: https://perplexity.ai/Surge AI: https://surge.ai/Perplexity Comet: https://comet.perplexity.ai/Perplexity Max: https://perplexity.ai/maxClaude Code: https://claude.com/product/claude-codeClaude Design: https://claude.com/claude-designOpenAI Codex: https://openai.com/codexGitHub Copilot: https://github.com/features/copilotCursor: https://cursor.com/LM Arena: https://lmarena.ai/Kimi K2: https://www.kimi.com/DeepSeek: https://www.deepseek.com/Apple Silicon: https://www.apple.com/mac/m4/WhisperFlow: https://wisprflow.ai/WHOOP: https://www.whoop.com/
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The Future of AI: Personal Agents, Taste & Private Data | Lin Qiao & Demi Guo | E9
Apr 1501:14:18Summary readyThis week we sit down with Lin Qiao and Demi Guo on This Week in AI Episode 9. Lin is the co-founder and CEO of Fireworks AI, a frontier inference platform processing tens of trillions of tokens per day, built by seven ex-Meta engineers who created PyTorch. Demi is the co-founder and CEO of Pika, building humanized AI agents for creative work, agents you interact with like a person, not a prompt box.This Week In AI is made possible by:PayPalOpen - One Platform for all Business: https://paypalopen.com/Timestamps:00:00 Welcome & intro to Lin Qiao and Demi Guo02:38 Lin's journey from Meta to Fireworks AI05:13 Building PyTorch and bootstrapping AI infrastructure06:58 Who Fireworks competes with and why enterprises need it08:43 Activating the 95% of private data locked in enterprises11:31 Demi's journey building Pika and the pivot to humanized agents16:03 The best interface for creation is a human-like agent16:42 The AI layoff trap — a prisoner's dilemma for firms19:00 Cambrian explosion of startups and the hobbyist-to-inventor pipeline22:07 Flattening organizations and the death of middle management28:03 Taste, judgment, and why "slop" is the real risk31:22 Why agents drift and the case for constant iteration33:40 Rethinking agents: not tools, but children you raise39:36 How close are open-source models to frontier?43:20 Token usage and the economics of running agents46:15 Toys becoming tools — the hobbyist signal48:59 Public perception of AI: America vs. China vs. Silicon Valley53:04 Agents as self-expression and identity creation57:06 The expert vs. public perception gap on AI's impact63:17 Meta's Muse model and the open-source debate68:26 Data drought, synthetic data, and the next architecture leap72:06 Hiring at Fireworks AI and PikaSubscribe to This Week in AI on Apple: https://thisweekinai.ai/spotifySubscribe to This Week in AI on Spotify: https://thisweekinai.ai/appleFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisFollow Oliver:https://x.com/oliverkorzenCheck out all our partner offers: https://partners.launch.co/Links Mentioned on the Show:Fireworks AI: https://fireworks.ai/Pika: https://pika.art/PyTorch: https://pytorch.org/"The AI Layoff Trap" paper (UPenn & Boston University): https://arxiv.org/abs/2603.20617Fortune: CFOs say AI cuts will be 9x bigger than reported: https://fortune.com/2026/03/24/cfo-survey-ai-job-cuts-productivity-paradox-2026/HBR: Companies firing based on AI potential, not performance: https://hbr.org/2026/01/companies-are-laying-off-workers-because-of-ais-potential-not-its-performanceNew Yorker profile on Sam Altman (Ronan Farrow): https://techcrunch.com/2026/04/11/sam-altman-responds-to-incendiary-new-yorker-article-after-attack-on-his-home/Sam Altman home attack: https://www.cnbc.com/2026/04/10/sam-altman-house-hit-with-molotov-cocktail-openai-office-threatened.htmlBlock layoffs — Jack Dorsey cites AI: https://fortune.com/2026/02/27/block-jack-dorsey-ceo-xyz-stock-square-4000-ai-layoffs/Pew Research — AI experts vs. public perception: https://www.pewresearch.org/internet/2025/04/03/how-the-us-public-and-ai-experts-view-artificial-intelligence/Meta Muse Spark announcement: https://ai.meta.com/blog/introducing-muse-spark-msl/DeepSeek V3: https://github.com/deepseek-ai/DeepSeek-V3Bubble Pal AI toy (Shenzhen): https://www.prnewswire.com/news-releases/hugging-every-fun-thought-haivivi-unveils-the-worlds-first-aigc-toy-bubblepal-302209714.htmlCursor (Composer): https://cursor.sh/NVIDIA Nemotron: https://developer.nvidia.com/nemotronQwen (Alibaba): https://qwenlm.github.io/Mistral AI: https://mistral.ai/
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What's Left for Humans When AI Builds Everything?
Apr 801:26:39Summary readyThis week on TWiAI, Jason sits down with three founders at the center of the AI stack: Kanjun Qiu (CEO of Imbue), Carina Hong (CEO of Axiom), and Jonathan Siddharth (CEO of Turing). They break down Anthropic's explosive $30B run rate, why it just overtook OpenAI in revenue, Meta's bizarre internal token-burning leaderboard, and what happens when every person on Earth has 100 AI agents running for them.Anthropic's Revenue Explosion: Anthropic hit a $30B run rate, up from $9B just six months ago, and appears to have overtaken OpenAI in token sales. The panel breaks down where the money is coming from and why Meta might be the biggest customer.Meta's Token-Burning Leaderboard: Reports surfaced of an internal Meta contest rewarding teams for burning the most tokens, with employees building bots that loop just to rack up usage. Is it brilliant adoption strategy or pure waste?Open Source Agents vs. Lock-In: Kanjun argues that handing your entire business, memories, and workflows to closed AI platforms is a recipe for lock-in. She's building open agent infrastructure so users can swap models freely and own their data.OpenAI's Identity Crisis: The panel dissects OpenAI's dropped Disney deal, its $100B+ raise, internal CFO tensions, and whether the company is doing too many side quests while Anthropic eats its lunch.The Commodification of Developers: A year ago, the debate was whether AI makes developers 5% or 15% more efficient. Now the question is whether everyone is a developer, and what that means for the industry.Why Open Source Must Win: From Apple Silicon to local models, the case for owning your AI stack and why Jason is going all-in on open source hardware and software.Learn more about Imbue: https://imbue.comLearn more about Axiom: https://axiommath.aiLearn more about Turing: https://www.turing.comThis Week In AI is made possible by:PayPalOpen - One Platform for all Business: https://paypalopen.com/Timestamps:00:00 Cold open01:03 Welcome and intro to this week's panel01:31 Kanjun Qiu on open source agents and Imbue05:10 Carina Hong on building an AI mathematician at Axiom06:30 Formal verification and why superintelligence needs proof09:52 Jonathan Siddharth on Turing's superintelligence accelerator15:53 Anthropic's $30B run rate and overtaking OpenAI22:27 OpenAI's strategy, Disney deal, and $100B raise28:27 Meta's internal token-burning leaderboard44:08 The commodification of developers50:31 God mode for code: formal verification in practice58:27 Superintelligence in 36 months: what happens next01:08:41 Apple, Siri, and why Big Tech is failing at AI productsSubscribe to This Week in AI on Apple: https://thisweekinai.ai/spotifySubscribe to This Week in AI on Spotify: https://thisweekinai.ai/appleThanks for watching!🤖 If you want to stay ahead of the curve on all things AI, make sure to join our community across all platforms:📩 Get the Weekly Newsletter: https://thisweekinai.ai/📺 Subscribe on YouTube: https://www.youtube.com/channel/UCZo46NiqoWMnuJo1SxCnX0g📸 Instagram: https://www.instagram.com/thisweekinaipodcast📱 TikTok: https://www.tiktok.com/@thisweekinaipodcast✖️X: https://x.com/ThisWeeknAIFollow Jason:https://x.com/jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis/Follow Oliver:https://x.com/oliverkorzenCheck out all our partner offers: https://partners.launch.co/
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How Focus Killed Sora and Saved Anthropic | This Week in AI with Victor Riparbelli, Nick Harris & Jeremy Fraenkel
Apr 101:11:50Summary readyThis Week in AI, JCal sits down with three CEOs building the infrastructure, intelligence, and interfaces for the next era of AI: Jeremy Fraenkel (CEO, Fundamental), Victor Riparbelli (CEO, Synthesia), and Nick Harris (CEO, Lightmatter). We break down what's actually happening beneath the AI hype: the data modality LLMs completely missed, why copper is the real bottleneck in AI data centers, OpenAI shutting down Sora, the build vs. buy debate for AI tools, and how close we really are to AGI.AI's Biggest Blind Spot, Tabular Data: LLMs transformed text, images, and code, but 70-80% of enterprise data lives in rows and columns.Copper Can't Keep Up: Nick explains why AI data centers are hitting a wall. GPUs compute faster than they can communicate. Lightmatter's photonic chips push 1.6 terabits per fiber and can 3x training speed.Why OpenAI Killed Sora & Anthropic's Focus is Winning: Victor breaks down why even OpenAI had to learn the lesson of focus, and why Claude Code has every founder talking.Vibe Coding Your Own CRM vs. Buying Salesforce: Jeremy reveals Fundamental built their own internal CRM using vibe coding. The panel debates when building beats buying and when it's a distraction.The Omnipresent CEO: Jason shares how he's using AI agents for root access to Slack, Gmail, and Notion, resurrecting former employees as AI personas, automating SDR workflows, and summarizing employee inboxes while they're on vacation.Are We Already at AGI?: Nick says the rate of progress is a double exponential. Jeremy argues AGI is a moving goalpost. Victor warns of "Future Shock" and societal disruption.🔗 Learn more about Fundamental: https://fundamental.tech🔗 Learn more about Synthesia: https://www.synthesia.io🔗 Learn more about Lightmatter: https://lightmatter.coThis Week In AI is made possible by:PayPal Open - One Platform for all Business: paypalopen.comTimestamps:00:00 Welcome & intro to Jeremy Fraenkel, Victor Riparbelli, and Nick Harris01:47 What is Fundamental? Large tabular models explained07:01 Victor Riparbelli on Synthesia & why OpenAI killed Sora11:09 Claude Code dominance & the Lightspeed founder retreat12:08 Nick Harris on Lightmatter, photonics & the new Moore's Law14:38 Copper vs. fiber: why AI data centers are hitting a wall18:44 Reinventing video: interactive, real-time, personalized21:32 The economics of a custom AI movie23:55 Why Amazon, Google & Meta are building their own chips28:06 Tables have a bandwidth problem too32:27 When will compute be as cheap as storage?36:10 The future of software: every company gets a custom stack38:06 Vibe coding your own CRM vs. buying Salesforce45:57 Jason's quest for root access to Slack50:18 The omnipresent CEO: Doctor Manhattan meets Jesus CEO52:13 Resurrecting former employees as AI personas53:25 Victor's executive changelog for a 650-person company55:07 Whisper Flow & the Plaud Pin1:00:03 AGI: is it already here?1:03:37 Jeremy: we've only solved half the brain1:06:30 70% of Americans fear AI will impact jobs1:08:47 Future Shock & keeping the rope tight*Mentioned in the show:*Wisper Flow: https://wisperflow.aiPlaud Pin: https://www.plaud.aiAthena Executive Assistants: https://www.athenawow.comWHOOP: https://www.whoop.com"Future Shock" by Alvin Toffler: https://www.amazon.com/Future-ShockAlvin-Toffler/dp/0394425863Victor on TWiST, E1776: https://youtu.be/jxET4fq_2eANick on TWiST, E1787: https://youtu.be/FPW2nnEqfMsSubscribe to This Week in AI on Apple: https://thisweekinai.ai/spotifySubscribe to This Week in AI on Spotify: https://thisweekinai.ai/appleThanks for watching!🤖 If you want to stay ahead of the curve on all things AI, make sure to join our community across all platforms:📩 Get the Weekly Newsletter: https://thisweekinai.ai/📺 Subscribe on YouTube: https://www.youtube.com/@ThisWeekinAIPodcast📸 Instagram: https://www.instagram.com/thisweekinaipodcast
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$2.5B Chip Heist, The Future of American AI, and Purpose-Built Robots | This Week in AI Ep 6
Mar 2501:15:09Summary readyThis week Jason sat down with Jake Loosararian and Chris Lattner on Episode 6 of This Week in AI. Jake is the CEO and co-founder of Gecko Robotics, a company deploying purpose-built robots and AI for mission-critical infrastructure inspection across energy, defense, and manufacturing. Chris is the CEO and co-founder of Modular, building a universal software layer that lets developers run AI models across Nvidia, AMD, and Apple silicon without being locked into any single hardware vendor.We explore the GPU shortage, why China's chip smuggling reveals the stakes of the AI cold war, how purpose-built robotics are beating humanoids on ROI, the case for American reindustrialization, and why the next decade could be the best ever for private equity in capital-intensive industries.Purpose-Built Robots vs. Humanoids: Jake has been building mission-critical robots for 13 years. He explains why general-purpose humanoids still have too little ROI for industrial use, and why specialized robots that find and fix problems are winning in the field.The GPU Shortage Is Real: Chris breaks down why you can't just go buy 100 Blackwell chips today, why Nvidia's Cuda creates massive lock-in, and how Modular is building a unified software layer across all major chip architectures.Google TPUs Are the Sleeper: Chris ranks Google as the number one threat to Nvidia's dominance, ahead of Amazon's Trainium and AMD.China's Chip Smuggling & the AI Cold War: A Supermicro co-founder allegedly smuggled $2.5B in Nvidia chips to China using fake serial numbers and a hairdryer. The Best Decade for Private Equity: Jake makes the case that capital-intensive, commoditized infrastructure assets: waste-to-energy, water treatment, old power plants will all generate incredible returns.Self-Driving State of Play: Chris, a former Tesla Autopilot lead, gives his read on Waymo's lead, Tesla's small Austin pilot, and why the real signal is when Tesla starts filing for fully autonomous permits in California.Figure's New AI Lab, Hark: Breaking news mid-episode: Brett Adcock announces a new personal intelligence lab. Learn more about Gecko Robotics: https://www.geckorobotics.comLearn more about Modular: https://www.modular.com/This Week In AI is made possible by:*PayPalOpen* - One Platform for all Business: paypalopen.com*Timestamps:*00:00 Welcome & intro to Jake Lu (Gecko Robotics) and Chris Lattner (Modular)01:34 Gecko's 13-year journey & the Cantilever platform05:15 Chris Lattner on Modular: replacing Cuda & unifying AI hardware11:10 Nvidia lock-in, AMD's Rock & why the software stack is broken19:49 The GPU shortage: how real is it?22:13 Who challenges Nvidia? Google TPUs, Amazon Trainium & AMD ranked28:17 China chip smuggling: $2.5B in Nvidia GPUs & the AI cold war37:43 Self-driving update: Waymo, Tesla's Austin pilot & Chris's Tesla history42:20 Figure's humanoid package sorting — real or demo magic?43:47 The best decade for private equity in capital-intensive assets51:04 Reindustrialization, the trades boom & making manufacturing cool58:39 Building tech companies outside Silicon Valley1:06:46 Breaking news: Brett Adcock launches Hark from Figure1:10:15 Closing thoughts: grit over hype, customers over valuationsSubscribe to This Week in AI on Apple: https://thisweekinai.ai/spotifySubscribe to This Week in AI on Spotify: https://thisweekinai.ai/appleThanks for watching!🤖 If you want to stay ahead of the curve on all things AI, make sure to join our community across all platforms:📩 Get the Weekly Newsletter: https://thisweekinai.ai/📺 Subscribe on YouTube: https://www.youtube.com/@ThisWeekinAIPodcast📸 Instagram: https://www.instagram.com/thisweekinaipodcast📱 TikTok: https://www.tiktok.com/@thisweekinaipodcast✖️X: https://x.com/ThisWeeknAIFollow Jason:X: https://twitter.com/JasonFollow Oliver:https://x.com/oliverkorzenCheck out all our partner offers: https://partners.launch.co/
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