Andrew and Justin discuss Anthropic's increasingly high compute demands, leading to frequent downtime and throttled usage, and compare it to OpenAI's treatment of its Codex users and the recent decision to shutter Sora. They also discuss Anthropic's Mythos announcement and its warnings surrounding cybersecurity, along with some thoughts on the IPO race for both companies.

Chapters

00:00 - Intro

01:14 - Compute

16:08 - Mythos

35:33 - IPOs

36:39 - Wrap-up

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Andrew and Justin dive into the rumors surrounding Anthropic's Mythos and OpenAI's Spud. With IPOs on the horizon for both companies, are we looking at an all-new kind of tech rivalry?

Chapters

00:00 - Intro

00:22 - Mythos and Spud Expectations

13:28 - Anthropic-OpenAI Rivalry

20:50 - Claude's Hiccups

27:38 - Sora's Death

45:12 - Wrap-up

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Andrew and Justin dive into the recent drama surrounding Cursor. The team behind the beloved AI coding tool recently launched their own model to compete against the likes of Anthropic and OpenAI without specifically disclosing that their product was actually built on top of Chinese LLMs. After, they discuss reports that OpenAI might bundle its various projects into one single application, asking whether a superapp is right for ChatGPT, before ending on the project that is RentAHuman.AI.

Chapters

00:00 - Intro

00:34 - The Cursor Issue

09:27 - Superapps

33:40 - RentAHuman

37:04 - Wrap-up

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Andrew and Justin discuss how AI is shaping health, ranging from a dog that appears to have been saved from cancer thanks to AI-enabled research to the ongoing push into this field by OpenAI. They also discuss Nvidia's recent earnings report, showing off advanced guidance that seems to point to ever-increasing compute demand.

Chapters

00:00 - Intro

01:10 - Dog's Cancer Diagnosis

09:49 - Broader Health Thoughts

19:00 - Nvidia and Compute

38:34 - Wrap-up

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Andrew and Justin reconvene to discuss Anthropic's recent claims that Chinese AI labs are utilizing Claude to improve their own models, before turning their attention to Anthropic's ongoing rocky relationship with the Pentagon. Elsewhere, the two ponder what's happening with local town board meetings grabbing headlines for turning away data centers — and whether a NIMBY response to data centers could cost these towns more than they thing — before Justin shares his experience of building his first iOS app with Codex.

Chapters

00:00 - Intro

01:30 - Anthropic and China

14:11 - Anthropic and the Pentagon

21:05 - Data Centers vs. Town Boards

36:13 - Codex and Utilizing AI Intelligently

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Andrew and Justin discuss the recent acqui-hire Peter Steinberger, the founder behind OpenClaw (né Clawdbot, né Moltbot), with his project remaining open-source. The two also discuss the reaction to the depreciation of GPT-4o, which left plenty of users feeling burned, and the recent high-profile departures of various employees who got their exit letters published in outlets like The New York Times. Is it a sign of the times, or just evidence of culture clash?

Chapters

00:00 - Intro

01:49 - OpenClaw Acqui-hire

14:03 - Death of GPT-4o

28:29 - Departure Letters and AI Work Culture

48:08 - Brief Codex Thoughts

49:19 - Wrap-up

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Andrew and Justin catch up after a Super Bowl that was chock full of various AI ads. The two touch on the ongoing feud between Anthropic and OpenAI over ads, partially fought out, ironically enough, in those very same ad campaigns. After talking through OpenAI's own Codex ad and the launch of its standalone Mac app, the two tackle compute constraints, Elon's pivot to the moon, and more.

Chapters

00:00 - Intro and Super Bowl Ads

10:01 - Codex

19:19 - Compute Constraints and Space

25:50 - Elon Pivots from Mars to the Moon

30:10 - New OpenAI Podcast Episode and Wrap-up

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Andrew and Justin talk through the recent viral success of Clawdbot, an open-source AI personal assistant that's taken the web by storm over the weekend. After Justin debates installing it on a Mac Mini, the two discuss the other Claude — namely, Claude's founder Dario Amodei, who continues to issue "dire warnings" over the rise of AI.

Chapters

00:00 - Intro

00:47 - Clawdbot

09:26 - Dario Amodei's Dire Warnings

37:06 - The near-future of AI-generated art

44:58 - Wrap-up

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Andrew and Justin walk through OpenAI CFO Sarah Frier's latest blog post digging into the company's annual revenue compared to its current demand, alongside some thoughts shared by Sarah with Andrew on the official OpenAI Podcast. The two also dig into OpenAI's announcement of ads in its free tier and what it might for the future of the platform before digging into some of the discovery coming out of the Elon-OpenAI lawsuit.

Chapters

00:00 - Intro

00:44 - Revenue and Demand for ChatGPT

10:29 - OpenAI Ads

22:08 - Elon Musk's Lawsuit (and general Elon thoughts)

34:16 - Wrap-up (and brief thoughts on the Cerebras deal)

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Andrew and Justin dive into the two big stories facing the world of AI this week. First, ChatGPT Health is here, designed to deliver specific answers tailored to healthcare and wellness. Is this the future of visiting a doctor, and what concerns face this sort of technology moving forward? Then they turn to Google, who are partnering with Apple to provide models for the company's next-gen Siri assistant. Does this prove OpenAI is a larger rival to Apple than Google, and what does this say about the modern state of the brand behind the iPhone?

Chapters

00:00 - Intro

01:11 - ChatGPT Heatlh

14:11 - Apple-Google Partnership

47:49 - Wrap-up

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