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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