This episode delivers a reality check on AI agents, with Andrej Karpathy stating they "just don't work" in their current form due to error rates, suggesting a decade until true reliability. We also examine intense competition among Google's Gemini, Anthropic's Claude, and OpenAI's GPT models, urging businesses to adopt model-agnostic AI infrastructure for optimal efficiency. The episode also explores AI's impact on the workforce, power demands, and how brands like Bath & Body Works and Walmart are adapting to new market pressures and AI-driven commerce. Finally, we touch on Apple's sales success and Tether's stability rating downgrade.

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