In Episode 45, Pierson and Bilal cover the week that changed a few things — Google I/O delivered a mixed bag, Karpathy walked into Anthropic, and OpenAI's model autonomously cracked an 80-year-old math problem nobody saw coming.

From there:

• Google Flash 3.5 came in 3x more expensive — and Omni didn't beat Cdance 2
• Why Gavin Baker's chip bet on Google losing cost efficiency played out exactly right
• SpaceX IPO, the Cursor deal & who files first — OpenAI or Anthropic
• Karpathy joins Anthropic — and what he's actually going there to do
• Meta and Cloudflare layoffs — the displacement wave is already here
• Corporations becoming governments, SpaceX militias & the return of local economies
  
  
  

Chapters:

00:00 Episode 45 & Google I/O First Reactions
07:00 Gavin Baker's Chip Bet & Amazon's Quiet Edge
10:00 SpaceX IPO, Cursor & the OpenAI vs Anthropic Race 15:00 Karpathy Joins Anthropic & the Erdős Math Breakthrough
22:00 AI Displacement, UBI & the Eric Schmidt Backlash 27:00 Corporations as Governments & the Future of Local Economies

🔗 Links mentioned:

• OpenAI Erdős Solution: https://openai.com/index/model-disproves-discrete-geometry-conjecture/
• GitHub Hack: https://x.com/github/status/2056949168208552080
  
  

🐦 Follow the hosts:

• Pierson → https://x.com/piersonmarks
• Bilal → https://x.com/deepwhitman
  
  

📺 More episodes: / @jellypodai