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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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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