In today’s episode, Robert and Haley dive deep into OpenAI’s latest model, O1, and its game-changing implications for founders, builders, and the entire AI landscape. As O1 pushes AI capabilities closer to AGI (artificial general intelligence), we’re left asking: Will it monopolize all value, or unlock unprecedented opportunities for startups?

We examine the two sides of the debate:

• Will O1 capture a “light cone of value” across industries, outpacing even the fastest-growing AI models?
• Or, will it free up founders to focus on killer UX, user engagement, and scaling great products without as many technical constraints?

This episode covers:

• The rise of distillation—smaller models that still punch above their weight, reshaping startup strategies.
• The race for developer loyalty: Why startups are switching from giants like ChatGPT and GitHub Copilot to emerging tools like Claude and Cursor.
• How 10-trillion-parameter models could unlock scientific breakthroughs that seem impossible today.

Join us as we explore this “gold rush” era for AI startups and consider a future where AI tools drive scientific and technological progress on a scale beyond human reach.

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