In this episode, Ather Gattami and one of our favourite guests; Anders Arpteg, Head of AI and Data at GlobalConnect, explore Meta's shifting AI strategy, including its investment in Scale AI amid doubts about LeCun's JEPA model and LLaMA 4 performance. They compare Tesla's vision-based Robotaxi rollout to Waymo's sensor-heavy approach, highlighting Tesla's edge in scalability and real-world data. They also dive into Apple's "Illusion of Thinking" paper, questioning whether today's LLMs genuinely reason or simply excel at recall, and discuss the need for memory, planning, and architectural breakthroughs to push AI beyond current limits.