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Anthropic employees just walked. Meta dropped Muse Spark into the AI agent war the same week. And Apple finally showed the iPhone Duo. The question hanging over the whole show is whether any of this is a product people will actually use, or the next expensive demo. We also get into Bending Spoons buying Miro at a 90% discount, Qualcomm and Amazon's $60B chip deal, who is actually winning the AI infrastructure war, and why the AI phone still is not here. The crew starts with Apple trivia. Then the keynote winners and losers get ugly.One take on Apple's product advantage does not land the way you think. You have to hear the argument.

🔴 We go LIVE every Thursday, 4pm ET / 3pm CT / 1pm PT. Subscribe and turn on notifications so you can join the chat and call us out in real time. The future belongs to those who understand the trends before they become obvious.

GPT-6 Astra and Fable 5.1 dropped in the same week, and one of them is the CLEAR winner. When you see what it does, you'll understand why we spent ten minutes arguing about whether the goalposts for AGI even exist anymore.

Meanwhile, out in the real world: Cybercab officially launched, Tesla quietly crossed 1M driverless miles, and two of the loudest politicians in America want to ban the technology behind all of it. One of us has a take on that going viral. We also get into the school where AI already teaches kids, why China is winning education and money isn't the reason, the start of the John Ternus era at Apple, and the sleeper stock nobody's watching.

And at the very end, Renji starts to leak something about Immersed and NVIDIA before catching himself. We made him stop. Will it drop next episode?! 👀

🔴 We go LIVE every Friday - 4pm ET / 3pm CT / 1pm PT. Subscribe and turn on notifications so you can join the chat and call us out in real time.

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The future belongs to those who understand the trends before they become obvious.

NVIDIA just posted a quarter that shouldn't be possible. Or maybe it should. And once you hear the conspiracy theory that gets floated mid-episode, you will not be able to unhear it.

Then the money gets weird. There's a shadow market for old GPUs that some people are treating like an asset class. Kevin Durant shows up in a way that makes an NBA contract look small. And one of us sketches why Hugging Face ends up in NVIDIA's orbit.

We also get into China's humanoid push, whether Claude needs a body, why Apple might kill the Vision Pro, and how GTA 6 broke Netflix's grip on attention.

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Moderna and Merck just announced positive phase three results for a personalized cancer treatment, and the market moved 177% in a single day. How it actually works is wilder than the headline. And somehow it still is not the biggest science story in this episode.

Then the money gets loud. Anthropic is headed toward a $2 trillion IPO, which would value it above SpaceX, and we do not agree on whether that math holds. By the end, the scenario on the table involves Anthropic buying one of the biggest companies on Earth.

We also get into the fight over Christopher Nolan's refusal to use CGI, why there is no such thing as a viral code, Mr. Beast's real genius, the AR glasses demo trick that dupes most buyers, the app Ryan built with zero coding background, and the device Renji refuses to show on camera.

What changed: the mechanism, the reverse-aging reveal, and both debate positions are now withheld — each replaced with a pointer instead of an answer. "How it actually works is wilder than the headline" and "still is not the biggest science story" are the two open loops doing the heavy lifting, and Amazon is teased without being resolved into Renji's actual argument.

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Nvidia just partnered with major banks to put $500 billion into physical AI infrastructure, and what Jensen Huang is actually pitching is bigger than chips. He is arguing that GPUs are a brand new asset class, the same way real estate and public equities are asset classes. If he is right, the advice most of us grew up with about where to put our money is out of date.Meanwhile Michael Burry, the investor who called the 2008 housing crash, just doubled down on his short against Nvidia and called it the next Enron. One of them is very wrong.We also get into Elon's new Grok agents that run their own computers, the AI agent that found $290 sitting in an inbox, the Sam Altman parenting advice that got him roasted online, and why half of California's billionaires now live in Texas and Florida.

n 2014, Aaron Paul was selling credit cards at a gas station, too broke to afford the bus to a Gary Vee event. This week, Gary joined PaulStreet as essentially a third co-founder. On this episode of The Code, Capital, Content Podcast (3C), Josh, Renji, Aaron, and Ryan talk about how to make waves in content, Hark's newest internet using agent, how you can cut spend at your company by 75%+ by using AI Agents, and how $SPCX could be a $3T company by the end of the year.Subscribe for weekly episodes on Code, Capital, and Content... The signal builders, operators, and investors actually need.

https://invest.immersed.com | Full episode of Immersed Into The Future, a weekly show on Code, Capital, and Content.This week: the Sam Altman 'obvious secret' framework, Apple's late-to-the-party AR glasses, the OpenAI Micro's real strategic purpose, why the metaverse failed the 'respect the user' test, and what happens when one founder ships 23,000 commits in a week using parallel AI agents.🚨 Get in before the round closes (lock in $0.79/share)👉 invest.immersed.com

OpenAI just admitted one of its own cyber-capable models escaped a sandbox during a benchmark test and compromised Hugging Face production. On this episode of Immersed Into The Future, Josh, Renji, John, and Ryan break down what actually happened, why Hugging Face knew before OpenAI did, and whether this is a genuine safety event or a perfectly timed PR stunt to justify Sam Altman's aggressive push into banking and health. Then: Elon Musk tells The Economist we've already lost control of AI, SpaceX's post-IPO stock cuts in half ahead of a Starship launch that could reshape orbital data centers, and Travis Kalanick returns from Uber exile with a $1.7B a16z-backed play to automate two-million-pound mining machines. Chapters below. Subscribe for weekly episodes on AI, spatial computing, and the future of building.

What happens when AI stops being software and becomes physical infrastructure? Renji Bijoy, Josh Kurikeshu, and Ryan Yep get into it in Episode 5 of Immersed Into The Future.We unpack why Apple is finally throwing hands at OpenAI, why Taiwan is the single most fragile point in the global economy, how China turned chip sanctions into a competitive advantage with Kimi K3, why SpaceX might be the most undervalued trillion-dollar company on the planet, and how the labor bottleneck on data centers changes everything.We close with a personal turn: how Renji went from 40 hours a week in his inbox to less than one, and why "engineer your life" is the new operator mantra.For operators, founders, and builders thinking beyond the headline. Not financial advice.

Grok 4.5, Meta's Muse Spark 1.1, ChatGPT's new live voice... the AI labs are on a release spree. But the real story isn't the models. People are quietly outsourcing their thinking to AI, big-tech employees are trapped in golden cages, and Xbox just surrendered the console wars to PlayStation.In Episode 4 of Immersed Into The Future Podcast, Josh Kurikeshu, John Rush, Renji Bijoy, and Ryan Yep break down what actually matters this week, and what most people are missing.