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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Agentic browsers are coming. What should we — and Google — expect?

Chapters

00:00 Intro and Grok's Hardcoded AI Bias

06:43 Claude 3.7 Sonnet is Here

13:06 Agentic Browsers and the Future of Web Interaction

19:11 The Impending Disruption of Google Search

26:46 Veo 2's Avengers-sized pricing

36:11 Outro

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Grok3 is out. Is it the best AI in the world?

Chapters

00:00 Introduction to AI and Quantum Computing

03:00 Grok 3 and Its Implications

06:13 Evaluating Grok 3's Performance

08:55 The AI Chatbot Arena

12:10 Comparative Analysis of AI Models

14:54 The Future of AI Development

18:14 Elon Musk and the AI Landscape

20:57 Conclusion and Future Outlook

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Chapters

00:00 The Rise of DeepSeek

05:50 Market Reactions: Understanding the Financial Impact

11:40 Innovation and Efficiency: The Future of AI Models

17:14 China's Role in AI Development: Opportunities and Concerns

23:13 The Compute Debate: Training vs. Operation

29:27 Cultural Relevance and the Future of AI

35:39 The Road Ahead: Predictions and Opportunities

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Justin and Andrew discuss their holiday experiences, particularly focusing on theme parks and the latest innovations in technology. They delve into Nvidia's Cosmos, a generative video model for robotics, and the implications of AI export restrictions proposed by the Biden administration. The conversation wraps up with a review of the Meta Ray Bans, highlighting their functionality and potential in everyday use.

Chapters

00:00 Welcome Back and Holiday Reflections

03:01 Theme Park Experiences and Expectations

05:58 Nvidia's Cosmos and Robotics Innovations

12:05 AI Export Restrictions and Global Implications

21:04 Meta Ray Bands Review and AI Integration

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Justin Young and Andrew Mayne discuss Shipmas as well as a major update in the Hunter DeButts controversy and a look at the capabilities of Google's new deep research service.

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