This week on TWiAI, Jason sits down with three founders at the center of the AI stack: Kanjun Qiu (CEO of Imbue), Carina Hong (CEO of Axiom), and Jonathan Siddharth (CEO of Turing). They break down Anthropic's explosive $30B run rate, why it just overtook OpenAI in revenue, Meta's bizarre internal token-burning leaderboard, and what happens when every person on Earth has 100 AI agents running for them.

• Anthropic's Revenue Explosion: Anthropic hit a $30B run rate, up from $9B just six months ago, and appears to have overtaken OpenAI in token sales. The panel breaks down where the money is coming from and why Meta might be the biggest customer.
• Meta's Token-Burning Leaderboard: Reports surfaced of an internal Meta contest rewarding teams for burning the most tokens, with employees building bots that loop just to rack up usage. Is it brilliant adoption strategy or pure waste?
• Open Source Agents vs. Lock-In: Kanjun argues that handing your entire business, memories, and workflows to closed AI platforms is a recipe for lock-in. She's building open agent infrastructure so users can swap models freely and own their data.
• OpenAI's Identity Crisis: The panel dissects OpenAI's dropped Disney deal, its $100B+ raise, internal CFO tensions, and whether the company is doing too many side quests while Anthropic eats its lunch.
• The Commodification of Developers: A year ago, the debate was whether AI makes developers 5% or 15% more efficient. Now the question is whether everyone is a developer, and what that means for the industry.
• Why Open Source Must Win: From Apple Silicon to local models, the case for owning your AI stack and why Jason is going all-in on open source hardware and software.

Learn more about Imbue: https://imbue.com

Learn more about Axiom: https://axiommath.ai

Learn more about Turing: https://www.turing.com

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Timestamps:

00:00 Cold open

01:03 Welcome and intro to this week's panel

01:31 Kanjun Qiu on open source agents and Imbue

05:10 Carina Hong on building an AI mathematician at Axiom

06:30 Formal verification and why superintelligence needs proof

09:52 Jonathan Siddharth on Turing's superintelligence accelerator

15:53 Anthropic's $30B run rate and overtaking OpenAI

22:27 OpenAI's strategy, Disney deal, and $100B raise

28:27 Meta's internal token-burning leaderboard

44:08 The commodification of developers

50:31 God mode for code: formal verification in practice

58:27 Superintelligence in 36 months: what happens next

01:08:41 Apple, Siri, and why Big Tech is failing at AI products

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