Down Round

One of the oldest friends-of-the-pod, Dan Nolan returns triumphant, joining James and Raph for some victory laps and speculation on the future of AI and computing.

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President Xi has weighed in on the AI chat, touting the virtues of open source models as a great equaliser for AI as a tool across the world. Some American AI heads are shitting and pissing their pants because of the threat open source could pose to their business models. James and Raph discuss the potential road map for a future where China's powerful and cheap models take a dominant position in the market, and also touch on the idea of distillation.

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🥚 I WANT TO CONSULT THE EGG. 🥚

In a grab-bag style, James and Raph plunge into the murky waters of OpenAI's current state. They're being sued by Apple for [allegedly] doing corporate espionage, they've released a new desktop app which is alienating parts of their audience, and Sam "Scam Altman" Altman is on twitter chatting a bunch of shit about his competitors. Where is this all going? STAY TUNED TO FIND OUT.

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Bending Spoons, a company you may not have heard of, went public last week and had a decent pop. Some people are attributing this as a short bet on software. The boys sit down to discuss the market dynamics at play and dissect the company's playbook. PLUS! Cow chat.

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We're back to discuss this whole Anthropic Mythos thing again, this time with a focus on one question: Should the U.S. government exercise control over the AI companies, deciding what is and isn't suitable for release? Also, Raph sings a song.

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Glasses/goggle chat is so back, folks. Today our hosts convene to discuss Snap, the company best known for creating Snapchat. You know, the app for teenagers and perverts alike. Last week they announced their new 'SPECS', a chunky pair of AR glasses. They make some big promises, but a high price tag and a few obvious hurdles brought them wide skepticism and ridicule online. Paradigm shift coming? iPhone is dead? Possibly? but probs not.

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Anthropic has been talking up their world-threateningly powerful new Mythos model, suggesting it needs to be held back from the public because we cretins can't be trusted with it. So they gave us a nerfed version called 'Fable', but the US government got tipped off, said "Not today, champ" and forced Anthropic to take it back down. James and Raph come together this week to discuss why this all happened, the marketing of AI as big and scary, and also plastic in your balls.

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Apple's annual World Wide Developer Conference happened on Monday. It was an odd one, with a large emphasis on safety and trust, with a little bit of mea culpa sprinkled in after their promised AI features from a few years ago have still failed to ship. Did they announce any cool new features coming to your iPhone in the coming months? Well, that depends if you think protecting children from gore and nudity is 'cool', you little sicko.

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Anthropic have confidentially filed for an IPO, slipstreaming in behind SpaceX in the race to be the first AI shop to go public. Whether or not you are claude-pilled, the move could shed some light on the guts of the company and give us a peek at how these AI companies are running things. Also, a humanoid robot thesis is born.

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Elon Musk's SpaceX is hurtling towards and IPO and have dropped their S1 document. James and Raph come together to elucidate what the hell is going on in there, and how the company attempts to justify a $1.7 Trillion valuation.

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