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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Andrew and Justin talk through Nvidia's $20 billion deal to both acquire the talent and license the tech offered by Groq, a chip company focused on lowering inference costs. The two also offer their AI predictions for 2026 and ponder whether Jony Ive and Sam Altman's OpenAI hardware project will show up before year's end.

Chapters

00:00 - Intro

00:30 - Nvidia and Groq

16:17 - 2026 Predictions

23:13 - OpenAI Hardware

27:02 - Wrap-up

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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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