The Silicon Diet — Episode 2: RIP Bots?Abhirup and Adi break down a packed couple of weeks in AI—from Bay Area events and GPU deals to OpenAI/Anthropic updates, Tesla’s FSD v14, humanoid robots, and whether “bots” (as we knew them) are already passé. Plus: on‑device vs cloud, and how builders can ride the coming “chat‑as‑OS” wave.In this episode:- Fal.AI’s art‑a‑thon and what Fal actually does- Dreamforce vibes, parties, and the $$$ impact on SF- OpenAI x Broadcom chip chatter, AMD x Oracle capacity plans- OpenAI Dev Day: Sora 2, Agent Builder, GPT‑5 Pro via API, Chat Kit & “apps in ChatGPT”- Walmart’s ChatGPT integration and why this looks like an OS play- NVIDIA Spark “personal AI supercomputer” + on‑device vs cloud debate- Thinking Machines’ Tinker for fine‑tuning- Tesla FSD v14 “Mad Max,” Waymo’s vision‑first signals- Figure 3 humanoid launch- Anthropic Haiku 4.5 (fast + cheap) and use cases- General Intuition’s $133.7M seed for game/real‑world “acting” models- YC dropout banter, newsletter, and plugsChapters:0:00 – Intro: The Silicon Diet, Ep. 2 “RIP Bots?”1:03 – Fal.AI art‑a‑thon & Adi’s pokerface.ai2:17 – What Fal.AI actually does (image inference platform)2:56 – Custom AI poker cards story (+ discount plug)5:59 – Dreamforce week in SF: vibes & freebies7:44 – Deloitte party ft. Alessia Cara8:12 – After‑parties (Hawthorne) & Chick‑fil‑A8:39 – Salespeople on the prowl: networking tactics9:20 – Dreamforce by the numbers (revenue, ~50k attendees)10:08 – Salesforce AI announcements (OpenAI, Gemini, AgentForce)10:50 – OpenAI x Broadcom chips; the scramble beyond NVIDIA12:31 – AMD x Oracle deal & 6 GW capacity plans13:41 – CUDA vs multi‑stack future + Sam Altman’s 100 GW comment14:04 – OpenAI Dev Day recap & Sora 2 cameo antics15:15 – Moderation & celebrity cameos (MLK, Hawking)16:41 – OpenAI Agent Builder & workflow SDK18:39 – GPT‑5 Pro via API19:39 – Chat Kit + ChatGPT as an “OS”; Walmart integration22:01 – Builder opportunities in the chat‑app ecosystem22:28 – NVIDIA Spark: a personal AI “supercomputer”24:10 – On‑device vs cloud: latency, bandwidth & cost27:38 – Thinking Machines’ Tinker (fine‑tuning for researchers)30:05 – Tesla FSD v14 “Mad Max”32:15 – Parking, drive‑thrus & end‑to‑end drives33:39 – Is Waymo going more vision‑first?34:04 – Figure 3 humanoid: launch & scale debate36:00 – Anthropic Haiku 4.5—fast, cheap, useful37:00 – Coding with small models; free tiers (with ads?!)39:47 – General Intuition’s $133.7M seed for “acting” models41:42 – YC dropout banter42:18 – Plugs, newsletter & sign‑off43:30 – OutroSubscribe & newsletter:Get the weekly digest: thesilicondiet.comSubscribe wherever you listen to podcasts and drop a comment with your favorite segment.Personalized AI poker decks: mypokerface.ai — use code THESILICONDIET for 10% off (or DM Adi).x.com/abhiripx.com/adikal01x.com/thesilicondiet