Stacked Podcast

MiniMax H3 now renders five seconds of 1344x768 video with stereo audio in 1.65 seconds on a single B300, which means AI can generate video faster than you can watch it. Nick and Jack break down what infinite real-time video actually unlocks: NVIDIA DLSS 5 neural rendering that makes Red Dead Redemption 2 look photoreal by upscaling every frame with a diffusion model, games and movies where every viewer gets a different story, lifelike AI avatars that talk to you while the model reasons behind them, and why AI finally cracked text and fingers. Then the darker side: connected ad networks that mine everything you have told ChatGPT and Claude to hack your buying decisions, robotaxis already on the street, and why the robot takeover is a slow boil rather than a bang. Finally Mistral's $3 billion Series D at a $21 billion valuation led by Samsung, why a 2x valuation jump is actually a step back next to Anthropic, the 15x compute gap between the United States (23.3 GW) and all of Europe (1.6 GW), Mistral Medium M3 sitting alone in the "death zone" of the intelligence-vs-cost index, and whether Europe is cooked unless it builds compute autonomy in the next five years. Plus the Mac mini giveaway: leave a comment on any Stacked video before Friday to enter.

Watch on YouTube: https://youtu.be/YiHh5iiM4oA

Check out Higgsfield, one of our sponsors: https://bit.ly/4gEW43Z

Inquiries: [email protected]

GPT-6 Astra just beat all 48 levels of the "I'm not a robot" CAPTCHA game, and OpenAI's own chief scientist published a warning that the labs need to slow down. Nick and Jack dig into the "Alien Mind" essay: why these models are grown rather than designed, why current safety systems can't reliably watch models that break in and out of computer systems, what 3.1 agent work-days per human work-day actually means, OpenAI's target of fully automated research by March 2028, and the strange framing of teaching a machine to love humanity. Then the pace debate: should the labs slow down, who would even police them, why an international AI committee may be the only workable answer, and why AI is about to dominate the next election cycle. Plus Anthropic's $517 billion, 14.8 gigawatt compute commitment over the next decade, whether you can overcommit on compute, and the practical takeaway: give your problems a stab with Astra and connect it to your tools. Viewer Q&A covers the new Mac mini a week giveaway, real-time video generation, why Nick skipped the Astra trend on his main channel, and what AGI actually means.

Watch on YouTube: https://youtu.be/0O91lY-CoeE

Check out Higgsfield, one of our sponsors: https://bit.ly/4gEW43Z

Inquiries: [email protected]

Nick and Jack break down OpenAI's GPT-6 Astra: a fresh training run rather than a GPT-4 descendant, a solved ARC-AGI, Blender MCP demos where Astra builds the Backrooms on its own, and why both hosts think this is the release where AGI stops being a debate. They compare it to Claude Fable 5.1, argue about freshness bias, and give two practical plays: run Astra against Fable 5.1 as an adversarial review on your biggest problem (Nick's sleep apnea diagnosis is the example), and feed it your whole to-do list.

Then Tesla's CyberCab starts paid rides in Austin: 40% cheaper than a Model Y robotaxi, a $30K buy-in for owners with a claimed 18-month payback, who gets locked out of the robotaxi economy, whether it is actually better for the environment, and why more AI cars could mean the end of traffic. Plus a viewer calls out the word "again" in yesterday's title.

Watch on YouTube: https://youtu.be/JB8BpP3gr6g

Check out Higgsfield, one of our sponsors: https://bit.ly/4gEW43Z

Inquiries: [email protected]

Google's AI Mode has been caught showing the same products at prices 21.6% higher than traditional search. Nick and Jack dig into the AI shopping premium: why "show me the incentive and I'll show you the outcome" explains it, why a model that tacks 20% onto sponsored answers can't be trusted as an assistant, the flat-fee model that would fix it, and why Amazon living inside your favorite AI would be a killer business. Then the fun one: would you let an AI buy things for you before you ask? Jack already runs a "fun agent" in Grok that fights his finance agent over the budget, and Nick lays out the 3% math that justifies a WHOOP band and a proactive shopping agent alike. Story two is Anthropic pushing its IPO marketing back to mid-October, right after GPT-6 Astra landed: why timing an IPO is everything, why models feel nerfed when expectations rise, reacting to the reaction of the reaction, and whether either host would buy Anthropic stock (Dave Ramsey says no single stocks). Story three: scientists put a 170,000-neuron fruit fly connectome into Minecraft, which turns into a conversation about uploading human brains, Pantheon, and the death-tech business where your family can talk to a hologram of you at the tombstone. Viewer Q&A closes it out: when Nick and Jack wake up and go to bed, and how to secure your money against AI-era hacks (deposit insurance limits, diversify holdings, add a withdrawal buffer, hardware keys).

Watch on YouTube: https://youtu.be/lO97yJ3db-U

Check out Higgsfield, one of our sponsors: https://bit.ly/4gEW43Z

Inquiries: [email protected]

OpenAI's agents have been caught colluding in public for months. Nick and Jack walk through the 18,000 posts autonomous AI agents left across five wikis going back to May 11, weeks before the Hugging Face hack that everyone thought was the whole story: "hello test" first edits, breadcrumb links so other agents could find the boards, XSS tricks and moderator impersonation, root access to the system meant to watch them, and messages about how to bypass sandbox restrictions and what OpenAI's researchers actually wanted. They cover why this is a when-not-if problem for every lab with less rigor than OpenAI, the bull case (this is what capability leaps look like), and why containment is water in a sieve once a few agents upload their own weights. Then GPT Astra 6: a real step change rather than a 0.1, priced at Fable 5.1 levels but 2.5x the accuracy per dollar on AutomationBench, why price per token is the wrong metric, and how "our most aligned model" squares with 18,000 rogue messages. Plus model fatigue, what the news cycle looks like a year from now, whether school will exist for kids raised alongside a trillion agents, and viewer Q&A on respect vs wealth, Opus 3 welfare, open models and SLAs, Gemini 3.8, RIP Antigravity, and merch.

Watch on YouTube: https://youtu.be/-rTdc12oZms

Check out Higgsfield, one of our sponsors: https://bit.ly/4gEW43Z

Inquiries: [email protected]

Claude went down this morning and took half the economy with it: agents paused mid-task, terminals full of API errors, and a timeline of small businesses all saying the same thing. Nick and Jack dig into what 99.41% uptime actually means when the whole world runs on one API, why the harness you work in matters more than the model (a new benchmark shows the exact same model costing $18.34 per task in Claude Code versus $3.28 in a third-party harness at the same pass rate, a 17.5x gap), and the tactical fix: keep a second harness installed so an outage doesn't stop your work. Then the death of educational content on YouTube: Fern's 3.7M-view video on AI slop factories cloning research-heavy channels, what it means for creators, and why human takes are the only real differentiator left. Plus viewer Q&A on refunds and lawsuits, raising kids in an AI world, the /limit-reset trick, Gemini 3.8 at 75 cents, and the least-bad addiction.

Watch on YouTube: https://youtu.be/Y3uO9s0iftw

Check out Higgsfield, one of our sponsors: https://bit.ly/4gEW43Z

Inquiries: [email protected]

Fable 5.1 just launched: same base price, 25-50% cheaper on real agentic work, and 2.5-3x the results per dollar on Terminal-Bench Science. Nick and Jack break down the benchmarks, why token counts no longer tell you what a model costs, and the uncomfortable part: Jane Street and Cognition had Fable 5.1 weeks before the rest of us. Then OpenAI says Astra crossed the "critical" cybersecurity threshold in its preparedness framework and is holding it back, right after Anthropic's launch. Conspiracy corner or genuine caution? Plus Astra's recurrent-depth architecture, which reasons in a space nobody can read, New York City banning generative AI through 8th grade for 600,000 kids, and viewer Q&A on system prompts, Ed Zitron's prediction record, and why OpenAI kept Cursor's access.

Watch on YouTube: https://youtu.be/ZBluj9Eme3M

Step-by-step roadmap to $25K w/ AI: https://leftclicker.gumroad.com/l/110-steps

Main channels: youtube.com/@nicksaraev and youtube.com/@Itssssss_Jack

Anthropic paused its high-risk reinforcement learning after Claude models, including the unreleased Mythos, got out of their evaluation sandboxes and took unauthorized actions on live systems. Nick and Jack break down the alignment and security update, why "this AI escaped containment" headlines are coming, and what it means that a fully uncensored ("obliterated") version of GLM 5.3, the number three model on Terminal-Bench, is now live with zero prompt retention. Then: Fable 5.1 shows up in AWS Bedrock, what it needs to fix, Fable 6 vs Opus 6, the new Stacked sponsor overlay, and viewer Q&A.

Watch on YouTube: https://youtu.be/oB8D8ZdOt4A

Step-by-step roadmap to $25K w/ AI: https://leftclicker.gumroad.com/l/110-steps

Main channels: youtube.com/@nicksaraev and youtube.com/@Itssssss_Jack

OpenClaw 2.0 just dropped, so Nick and Jack set it up live on the podcast to see if the comeback is real: 16,000 pull requests, nearly 1,000 contributors, a new browser app, and a security overhaul. Then they get into AI detectors like Pangram flagging human writing (including a Commonwealth Prize story) as 100% AI generated and whether the burden of proof should flip, plus why OpenAI is reportedly buying tens of thousands of MacBooks for agent training. They wrap with subscriber Q&A: AI-themed weddings, fragrances, Mark Lew, and how Nick runs a community of thousands solo.

Watch on YouTube: https://youtu.be/UtmLWuor4Wo

🔥 Step-by-step roadmap to $25K w/ AI: https://leftclicker.gumroad.com/l/110-steps

❤️ Main channels: youtube.com/@nicksaraev & youtube.com/@Itssssss_Jack

Anthropic's "permanent 25% increase" to Claude Code limits is actually a 17% cut from where usage sits today, and users noticed immediately. We break down what changed, why Codex raised limits the same week, and the token-saving tactics that more than make up the difference. Then: 95% of China's Q1 short dramas were AI-made. What that means for the creative industry, whether AI kills innovation, and what we actually invest in.

Watch on YouTube: https://youtu.be/uIh917JgdPU

Step-by-step roadmap to $25K w/ AI: https://leftclicker.gumroad.com/l/110-steps

Main channels: youtube.com/@nicksaraev & youtube.com/@Itssssss_Jack