The Silicon Diet — Episode 2: RIP Bots?Abhirup and Adi break down a packed couple of weeks in AI—from Bay Area events and GPU deals to OpenAI/Anthropic updates, Tesla’s FSD v14, humanoid robots, and whether “bots” (as we knew them) are already passé. Plus: on‑device vs cloud, and how builders can ride the coming “chat‑as‑OS” wave.In this episode:- Fal.AI’s art‑a‑thon and what Fal actually does- Dreamforce vibes, parties, and the $$$ impact on SF- OpenAI x Broadcom chip chatter, AMD x Oracle capacity plans- OpenAI Dev Day: Sora 2, Agent Builder, GPT‑5 Pro via API, Chat Kit & “apps in ChatGPT”- Walmart’s ChatGPT integration and why this looks like an OS play- NVIDIA Spark “personal AI supercomputer” + on‑device vs cloud debate- Thinking Machines’ Tinker for fine‑tuning- Tesla FSD v14 “Mad Max,” Waymo’s vision‑first signals- Figure 3 humanoid launch- Anthropic Haiku 4.5 (fast + cheap) and use cases- General Intuition’s $133.7M seed for game/real‑world “acting” models- YC dropout banter, newsletter, and plugsChapters:0:00 – Intro: The Silicon Diet, Ep. 2 “RIP Bots?”1:03 – Fal.AI art‑a‑thon & Adi’s pokerface.ai2:17 – What Fal.AI actually does (image inference platform)2:56 – Custom AI poker cards story (+ discount plug)5:59 – Dreamforce week in SF: vibes & freebies7:44 – Deloitte party ft. Alessia Cara8:12 – After‑parties (Hawthorne) & Chick‑fil‑A8:39 – Salespeople on the prowl: networking tactics9:20 – Dreamforce by the numbers (revenue, ~50k attendees)10:08 – Salesforce AI announcements (OpenAI, Gemini, AgentForce)10:50 – OpenAI x Broadcom chips; the scramble beyond NVIDIA12:31 – AMD x Oracle deal & 6 GW capacity plans13:41 – CUDA vs multi‑stack future + Sam Altman’s 100 GW comment14:04 – OpenAI Dev Day recap & Sora 2 cameo antics15:15 – Moderation & celebrity cameos (MLK, Hawking)16:41 – OpenAI Agent Builder & workflow SDK18:39 – GPT‑5 Pro via API19:39 – Chat Kit + ChatGPT as an “OS”; Walmart integration22:01 – Builder opportunities in the chat‑app ecosystem22:28 – NVIDIA Spark: a personal AI “supercomputer”24:10 – On‑device vs cloud: latency, bandwidth & cost27:38 – Thinking Machines’ Tinker (fine‑tuning for researchers)30:05 – Tesla FSD v14 “Mad Max”32:15 – Parking, drive‑thrus & end‑to‑end drives33:39 – Is Waymo going more vision‑first?34:04 – Figure 3 humanoid: launch & scale debate36:00 – Anthropic Haiku 4.5—fast, cheap, useful37:00 – Coding with small models; free tiers (with ads?!)39:47 – General Intuition’s $133.7M seed for “acting” models41:42 – YC dropout banter42:18 – Plugs, newsletter & sign‑off43:30 – OutroSubscribe & newsletter:Get the weekly digest: thesilicondiet.comSubscribe wherever you listen to podcasts and drop a comment with your favorite segment.Personalized AI poker decks: mypokerface.ai — use code THESILICONDIET for 10% off (or DM Adi).x.com/abhiripx.com/adikal01x.com/thesilicondiet

The Silicon Diet — Ep. 1: Agents Can Pay NowAgents can finally buy things for you. We unpack OpenAI × Stripe’s Agentic Commerce Protocol (ACP), the rise of “GEO” (generative engine optimization), and why coding agents + IDE harnesses (Claude 4.5, Cursor Agent mode, Replit) feel like a real “systems worker,” not a chatbot. Plus: Sora 2 + AI video app, ChatGPT Pulse/Goals, a wild prompt-injection story, GDPval evals, SF robotaxis, and this week’s fundraises (PostHog → unicorn, Vercel $300M, Greptile $25M).

Chapters

00:00 — Cold open & why we’re starting this

02:49 — Agents can pay now: OpenAI × Stripe ACP + Instant Checkout

06:05 — Sora 2 & AI video app: hype, use-cases, debate

09:33 — Harness era: from prompt to context engineering (Claude 4.5)

12:00 — Replit long-run challenge (18h, ~$180): agents that grind

13:08 — Agent IDEs: Cursor Agent mode, MCP, browser & logs; Adi’s toolkit

15:33 — ChatGPT Pulse & Goals vs Poki + real prompt-injection story

17:34 — Coder’s corner: GPT-5 Codex vs Claude Sonnet 4.5 in practice

18:50 — GDPval: OpenAI’s “% of work automated” eval; Opus 4.1 leading

21:17 — Robotaxi in SF: Waymo pullover, ticket rules, daily reality

23:44 — PostHog → unicorn: “Act 2” and deeper dev tooling

24:45 — Vercel $300M Series F: domains, drama, competitor plays

27:26 — Greptile $25M: the code-review wars

28:41 — What’s next: Supabase event, Dreamforce 2, wrap & CTAs

Links & sources:

• OpenAI × Stripe ACP & Instant Checkout — ⁠https://developers.openai.com/commerce/guides/get-started/⁠

• Sora 2 overview + iOS app — ⁠https://openai.com/sora/⁠

• OpenAI posts on Pulse & Goals — ⁠https://openai.com/index/introducing-chatgpt-pulse/⁠

• YC companies working in GEO: ⁠https://relixir.ai/⁠

• GDPval PDF — ⁠https://openai.com/index/gdpval/⁠

• Anthropic: Claude Sonnet 4.5 + Agent SDK — ⁠https://www.anthropic.com/news/claude-sonnet-4-5⁠

• Bolt.new adopts 4.5 — ⁠https://x.com/boltdotnew/status/1973063093849567591⁠

• Replit Agent long-run challenge — ⁠https://x.com/amasad/status/1972863534334873628⁠

• Cursor Agent mode / MCP changelog — ⁠https://cursor.com/changelog

⁠• Lovable Cloud docs — ⁠https://lovable.dev/cloud⁠

• PostHog funding (“Act 2”) — ⁠https://posthog.com/blog/series-e⁠

• Vercel $300M Series F — ⁠https://vercel.com/blog/series-f⁠

• Greptile v3 + Series A — ⁠https://www.greptile.com/blog/series-a⁠

• Adi on Greg Isenberg - ⁠https://youtu.be/oVjNM18jtgQ?t=1656

⁠• Adi's Robotaxi reverses on a two-way street - ⁠https://x.com/AdiKall1/status/1969547257096912940⁠

Connect

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Website: ⁠https://thesilicondiet.com