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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Justin and Andrew dig into a busy news cycle, with Veo 3 stealing the show at Google I/O. After breaking down the company's latest video generation model and some communication challenges facing Anthropic, they arrive at the biggest AI news of the week: OpenAI's hardware tease. With a Jony Ive partnership locked down, Justin and Andrew discuss the legacy of Steve Jobs and how Sam Altman plays into it, what the gadget could actually be, and whether this could be the biggest tech launch since the iPhone.

Chapters

00:00:00 - Intro

00:00:51 - Google I/O and Veo 3

00:11:37 - Google AI Ultra Subscriptions

00:17:45 - Anthropic Controversy

00:22:08 - OpenAI and Jony Ive Partnership

00:37:50 - Operator o3 update and wrap-up

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Justin and Andrew discuss the challenges Apple faces in the AI landscape in the wake of a blockbuster new report from Bloomberg's Mark Gurman. They explore the decline and failed potential of Siri, the evolving nature of search engines, and the potential future of AI integration in everyday technology. Then the pair turn their attention to the implications of new agentic technologies like Model Context Protocol (MCP), which was featured heavily at Microsoft Build 2025.

Chapters

00:00 - Intro and Nvidia Stock

02:12 - Apple's AI Missteps and Market Position

09:47 - Siri's Decline and Apple's AI Vulnerability

13:45 - The Future of Search and Apple's Position

18:11 - The Impact of AI on Search Engine Dynamics

23:41 - MCP: A New Paradigm in AI Interaction

30:10 - The Future of Browsers and AI Integration

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Justin and Andrew dive into the growing debate over whether we’ve already crossed the AGI threshold — or if we’ll even know when we do. From Tyler Cowen’s “AGI moment” with OpenAI’s o3 model to the jagged frontier of modern evals, they explore why defining intelligence is more subjective than ever.

Chapters

00:00 - Intro

02:20 - The AGI Moment

10:22 - Is o3 or Gemini 2.5 AGI?

14:50 - The Pseudosingularity

20:16 - Humanity's Last Exam

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Meta announces not one, not two, but three LLaMA 4 models — and somehow the most impressive one isn’t actually available. Andrew and Justin dive into the weird timing of the release, the confusion around Chatbot Arena scores, and why the open-weight community is raising eyebrows. Plus: what does “open” really mean anymore, and are we on the edge of an eval collapse?

Chapters

00:00 - Intro

00:30 - Llama 4

06:01 - Open Source vs. Open Weight

11:54 - AI Monetization

21:37 - A Pending Eval Crisis?

31:46 - Wrap-up

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