Andrew and Justin tackle the biggest question surrounding AI right now: are we in a bubble? The two discuss how the market reacts to AI-centric news, slowdowns in hiring, and why product matters more than just simple models. Plus, a little talk on the rumor of ads finding their way to ChatGPT's free tier, and Thrive Capital's investment in OpenAI.

Chapters

00:00 - Intro

00:45 - Is there an AI bubble?

17:39 - OpenAI's lasting impact

26:45 - Products over models

40:52 - Ads in ChatGPT

47:20 - OpenAI and Thrive Capital

50:03 - Wrap-up

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Andrew and Justin dive into the launch of Atlas, OpenAI's new browser set to square off with Chrome in the race to an AI-centric web client. The duo also breaks down Google's flaws in building out its AI toolset, Meta's recent layoffs from its own AI team, and the joys of using Sora over the past month.

Chapters

00:00 - Intro and Atlas

14:10 - Sora thoughts

21:43 - Google's AI efforts

23:52 - Meta Layoffs

36:17 - Is there an AI bubble?

50:10 - Wrap-up

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Andrew and Justin talk about a busy week's worth of AI news, including the looming launch of ChatGPT's Sora 2. The pair also discuss Google's current successes at AI with Nano Banana and the rise of Gemini to the top of the App Store charts, OpenAI's new Instant Checkout feature in ChatGPT, and dish out some advice on what to focus on when learning AI tools.

Chapters

00:00 - Intro

01:16 - Google's AI successes

11:48 - Sora 2

28:13 - Instant Checkout in ChatGPT

37:17 - AI advice

49:38 - Wrap-up

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Andrew and Justin address the growing concerns that AI development could result in an explosion of job losses. The two work through whether industries heavily impacted by AI could turn towards replacing humans entirely, or if a hybrid approach brings about an improved society for all. They also address some recent AI news, including Nvidia's investment in OpenAI and Meta's recent live demo failures centered around their smart glasses.

Chapters

00:00 - Intro and Nvidia investment

12:08 - AI pessimism and job concerns

42:12 - Meta's live demo fails

48:22 - iOS 26 and Apple thoughts

54:26 - Wrap-up

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Following Ezra Klein's editorial celebration of ChatGPT 5 in the NY Times over the weekend, Andrew and Justin break down the reaction to OpenAI's latest model, as well as their own feelings on it. After touching on both the "95%" report out of MIT and the AI 2027 scenario sweeping the web, the two talk about the pro-AI Super PAC started by, among others, Andreessen Horowitz and OpenAI's Greg Brockman. How will this affect where AI stands in the political races to come?

Chapters

00:00 - Ezra Klein <3 ChatGPT 5

9:56 - MIT's 95% Report

15:35 - AI 2027

26:06 - $100m Super PAC

42:04 - Wrap-up

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After a busy few weeks, Andrew and Justin reconvene to talk through all of the AI-centric news that has hit your feed over the summer. From the launch of ChatGPT 5 and the subsequent news cycles surrounding personality changes and reliability, to Elon's war against App Store charts and the battle against compute constraints, there's plenty to get through. It's the opposite of whatever an AI Winter is supposed to be.

Chapters

00:00 - Intro

00:41 - ChatGPT 5 launch and fallout

08:52 - 4o vs. 5 Personality

17:25 - Elon, Grok, and App Store charts

22:41 - Genie 3 and Google

23:53 - Compute constraints

31:11 - Wrap-up

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Andrew and Justin tackle Meta's recent push to recruit the best minds working on AI today through any means — mostly monetary — necessary. They also touch on Apple's struggles in this field, OpenAI's recent lawsuit over their new hardware initiative with Jony Ive, and their expectations around whatever Sam and Jony have in the works.

00:00 - Meta's AI Recruitment Push

12:35 - Looking Back at Meta's Strategy

21:00 - Meta's Potential AI Future

27:55 - OpenAI io Lawsuit

35:30 - OpenAI Hardware Expectations

42:02 - Wrap-up

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On this episode, Justin and Andrew break down Andrew’s new role as host of the official OpenAI podcast — including behind-the-scenes insights, why Sam Altman welcomed tough questions, and what it means for transparency in AI. Then, they dive into Tesla’s Robotaxi rollout in Austin, Elon’s sensor philosophy, and what autonomy could mean for accessibility. Finally, they geek out over ByteDance’s shockingly cheap and fast video model, and why the future of animation might cost just a few cents.

Chapters

00:00 - Intro

00:25 - OpenAI Podcast

12:05 - Tesla's Robotaxis

27:10 - ByteDance's Video Model

35:23 - Wrap-up

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A look at a New York Times article about poor mental health outcomes from ChatGPT. Also, the first Veo3 advertisement.

Chapters

00:44 Ethical Considerations in AI Technology

03:33 AI's Influence on Storytelling and Audience Engagement

06:32 The Balance Between Human and AI Contributions

09:23 The Future of AI in Advertising and Marketing

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In the wake of WWDC, Andrew and Justin convene to discuss whether Apple's lack of AI advancements is spelling a troubling sign for the company's future dominance in the tech landscape. Elsewhere, Justin hates OpenAI's new Advanced Voice Mode and its constant giggling, Meta drops some serious cash to continue funding their AI initiative, and a quick dip into the Elon of it all.

Chapters

00:00 - Intro

01:19 - Xcode and ChatGPT 

07:08 - Apple Intelligence and its New Research Paper

18:51 - OpenAI's Advanced Voice Mode

25:34 - Meta's AI Investment

33:31 - Elon

40:32 - Wrap-up

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