In this episode of AI Unplugged, Travis, Andrew, Jeff, and John break down why the AI arms race has quietly shifted from who's smartest to who's cheapest and what that means for businesses trying to keep up.
The New AI Arms Race
- Fable, Soul, Grok 4.5, Muse Spark — a wave of major releases is hitting at once, and the competition is no longer about raw intelligence. It's about price.
- Travis's counterintuitive take: costs aren't actually going down — they're just going up more slowly. Sonnet proves it.
- A real eval result: dropping one reasoning tier cost 1-2% in performance but delivered a 40% cost reduction. The math isn't close.
AI in Space (and Under the Sea)
- Musk wants data centers in orbit. Satya wants them on the ocean floor. Jeff has a simple objection: the stuff breaks, and you can't get to it.
- Why power demands, GPU obsolescence, and basic physics make both ideas a lot harder than the IPO roadshows suggest.
The Forward-Deployed Engineer
- Innovative just launched its FDE model — and early traction blew past expectations.
- The core insight: you can roll out the best AI in the world, but if nobody knows how to use it, the ROI disappears. Enablement is the piece most SIs keep skipping.
Are Enterprises Already Losing?
- The companies still moving at old-world speed are falling behind — and smaller, faster businesses may be quietly inheriting the advantage.
- When AI can one-shot a problem repeatedly, are we even measuring the economics right anymore?
A candid, fast-moving conversation about where the AI economy is actually heading. 🚀⚙️
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