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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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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