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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Andrew and Justin talk about a busy week's worth of AI news, including the looming launch of ChatGPT's Sora 2. The pair also discuss Google's current successes at AI with Nano Banana and the rise of Gemini to the top of the App Store charts, OpenAI's new Instant Checkout feature in ChatGPT, and dish out some advice on what to focus on when learning AI tools.

Chapters

00:00 - Intro

01:16 - Google's AI successes

11:48 - Sora 2

28:13 - Instant Checkout in ChatGPT

37:17 - AI advice

49:38 - Wrap-up

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Andrew and Justin address the growing concerns that AI development could result in an explosion of job losses. The two work through whether industries heavily impacted by AI could turn towards replacing humans entirely, or if a hybrid approach brings about an improved society for all. They also address some recent AI news, including Nvidia's investment in OpenAI and Meta's recent live demo failures centered around their smart glasses.

Chapters

00:00 - Intro and Nvidia investment

12:08 - AI pessimism and job concerns

42:12 - Meta's live demo fails

48:22 - iOS 26 and Apple thoughts

54:26 - Wrap-up

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Following Ezra Klein's editorial celebration of ChatGPT 5 in the NY Times over the weekend, Andrew and Justin break down the reaction to OpenAI's latest model, as well as their own feelings on it. After touching on both the "95%" report out of MIT and the AI 2027 scenario sweeping the web, the two talk about the pro-AI Super PAC started by, among others, Andreessen Horowitz and OpenAI's Greg Brockman. How will this affect where AI stands in the political races to come?

Chapters

00:00 - Ezra Klein <3 ChatGPT 5

9:56 - MIT's 95% Report

15:35 - AI 2027

26:06 - $100m Super PAC

42:04 - Wrap-up

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