This week on Built 2 Scale, Matt navigates Austin life while Scotty recovers from his US adventure. We break down the massive AI shakeups: GPT-5's controversial launch causing user rebellion, Meta's AI division downsizing (with Yann LeCun on the chopping block), and Nvidia's shocking announcement to build robots and compete with ALL their clients.

Built 2 Scale | Episode 21

TIMESTAMPS:

0:00 Welcome Back & Weekly Chaos Management

2:31 Meta AI Division Downsizing + Yan LeCun Lettuce Watch Day 19

4:18 GPT-5 User Backlash: The Router Problem Explained

13:06 Jensen Huang Signs GPU for Brett Adcock (King Meets Prince)

15:10 8 Sleep Raises $100M: AI Sleep Operating System Strategy

22:35 Notion Offline Mode: Complex Data Structure Challenge

26:58 Dylan Patel's AI Value Capture Analysis (Semi Analysis)

40:23 Scotty Builds AI Agents: Lindy.ai Academy Experience

52:06 Microsoft Excel vs Google Sheets: AI Feature Battle

54:24 Founder vs Corporate CEO Performance in AI Race

59:24 Tesla Model YL China Launch: Strategic Market Play

1:07:38 Nvidia + Foxconn Robot Partnership: Physical AI Era Begins

1:13:17 Lumina Tech: 2-Year Hardware Revolution Story

1:19:31 Patents Are Dead + Shopify's Anti-Metrics Philosophy

This Episode Covers:

- GPT-5 model routing controversy and why power users are furious

- Meta's AI division restructuring with executive departures expected

- Dylan Patel's analysis: Nvidia captures 80% of AI profits while OpenAI gets 1%

- Agent building revolution with zero-code tools like Lindy.ai

- $85 billion Google AI infrastructure spending breakdown

- Tesla's aggressive China-first strategy against BYD competition

- Nvidia's vertical integration plan: from chips to robots to everything

- Founder-led companies dominating AI while corporate CEOs struggle

- Physical AI boom: autonomous excavators built in 2 years

- Value capture crisis in AI ecosystem and potential solutions

KEY INSIGHTS:

- Why the AI "golden age" of free/cheap access is ending

- Agent automation targeting entire white-collar workforce

- Hardware startup velocity reaching software-like speeds

- Infrastructure spending creating new investment opportunities

- Founder vs corporate leadership performance gap widening

About Built 2 Scale:

Weekly analysis of artificial intelligence business strategy, robotics adoption, and technology market dynamics. Hosted by Scott Wilcox (W & Elycium) and Matt Perrott (BuildPass), providing actionable insights for founders, investors, and technology executives navigating the AI transformation.

Subscribe for AI business intelligence that actually matters to builders: /@built2scale

Available on Spotify | Apple Podcasts

#AI #GPT5 #Nvidia #Tesla #Meta #Robotics #TechNews #Startup #BuildToScale #Agents #AIInfrastructure

This Episode Covers:

- GPT-5 model routing controversy and why power users are furious

- Meta's AI division restructuring with executive departures expected

- Dylan Patel's analysis: Nvidia captures 80% of AI profits while OpenAI gets 1%

- Agent building revolution with zero-code tools like Lindy.ai

- $85 billion Google AI infrastructure spending breakdown

- Tesla's aggressive China-first strategy against BYD competition

- Nvidia's vertical integration plan: from chips to robots to everything

- Founder-led companies dominating AI while corporate CEOs struggle

- Physical AI boom: autonomous excavators built in 2 years

- Value capture crisis in AI ecosystem and potential solutions

KEY INSIGHTS:

- Why the AI "golden age" of free/cheap access is ending

- Agent automation targeting entire white-collar workforce

- Hardware startup velocity reaching software-like speeds

- Infrastructure spending creating new investment opportunities

- Founder vs corporate leadership performance gap widening

About Built 2 Scale:

Weekly analysis of artificial intelligence business strategy, robotics adoption, and technology market dynamics. Hosted by Scott Wilcox (W & Elycium) and Matt Perrott (BuildPass), providing actionable insights for founders, investors, and technology executives navigating the AI transformation.

Subscribe for AI business intelligence that actually matters to builders: /@built2scale