WWDC 25 left Twitter roasting “Liquid Glass,” yet we dig past the glossy UI to uncover Apple’s real AI play: MLX-powered, on-device inference that could turn 2 billion iPhones into a zero-cost compute network. We debate whether that makes Apple a sleeping giant or just late. Then we unpack Apple’s own research paper calling frontier “reasoning” models overrated, just as OpenAI drops O3 Pro: a PhD-level assistant that writes business plans, slashes API costs 80 %, and arrives with an uncannily human voice mode that’s already replacing therapists and drinking buddies. From the rise of AI companions (hello, digital spouses?) to $100 M signing bonuses luring elite researchers from Big Tech to Anthropic & OpenAI, we map the new talent war and what it means for the rest of us. Strap in for rants, hot takes, and the AI stories that actually matter beyond the hype of liquid…ass.

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TIMESTAMPS

00:00:00 WWDC Flop Or Not
00:07:19 The Bull Case For Apple Intelligence
00:12:23 Free Inference?!
00:15:44 The Bear Case
00:24:30 Apple's Hater Report
00:34:18 Open AI o3 Pro Release
00:44:03 o3 Costs Down 80%? Cheating?
00:51:17 New Voice Mode Is... Incredible
01:00:26 Clone Loved Ones?
01:06:58 9 Figure Salaries?

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RESOURCES

David: https://x.com/trustlessstate

Josh: https://x.com/Josh_Kale

Ejaaz:https://x.com/cryptopunk7213

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠