Épisodes

  • #148 - Apple to buy Anthropic, and AI traders
    Jul 31 2025


    • The current "vibe check" for AI is low (2/10), but there's significant interest in developing AI traders, despite challenges with human inaction on AI-generated insights.

    • A Reddit user's experiment showed ChatGPT managing a stock portfolio and outperforming the market, leading to predictions of AI-driven market crashes, AI-optimized press releases, and the emergence of AI investment clubs and "prompt engineers" for financial advice. @gregisenberg

    • Day trading is expected to be dominated by AI within 18 months, with retail investors likely having AI trading assistants by 2027, and new financial products like "winning prompts" and social networks for AI trading strategies emerging.

    • The rise of AI in finance will prompt new SEC regulations for "algorithmic investment advice" and could lead to "AI flash crashes" and "algorithmic insider trading" scandals.

    • Apple is anticipated to acquire Anthropic, as Apple needs a stronger Large Language Model (LLM) than its own.

    • OpenAI is reportedly launching GPT-5 soon, featuring a massive token window, multi-context processing, dynamic reasoning, and integrated tools like Code Interpreter, while ChatGPT is introducing a "study mode" for step-by-step problem-solving.

      @Diesol @radshaan

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    14 min
  • 147 - Delta AI and Someone needs to poach me for 100M
    Jul 24 2025
    • The vibe gut check is a low 2/10, with significant AI talent poaching among major companies.
    • Delta Airlines is reportedly testing AI for personalized ticket prices, which Ryan thinks is a "horrible idea" and hopes fails. @flavioAd

    • LinkedIn sees 11,000 job applications per minute due to AI resume spam, creating a tough job market.

    • Nodes launched "Anti-Clueless," an AI platform for talent acquisition, deemed a "bad idea."

    • Leading AI researchers from OpenAI, Google DeepMind, Anthropic, and Meta issued a joint warning about AI safety.

    • Google's Gemini shows rapid user growth in both new and returning users.

    • Pine AI's service allows AI to handle phone calls for users, seen as a "good idea" for now.

    • OpenAI and SoftBank are struggling with the "Stargate" project, facing delays and scaled-back plans.

    • Oracle will supply OpenAI with 2 million AI chips for its new data center, costing $30 billion per year.

    • Microsoft and Meta are aggressively poaching top AI researchers from rivals. @scaling01

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    13 min
  • Grok 4 Girlfriend and the DOD & Open AI
    Jul 17 2025


    • The overall "vibe gut check" for the week was a 4/10, largely due to Grok 4's new features.

    • Grok 4 has introduced animated AI avatars, allowing users to have "Companion" anime girls that can act as friends, educators, tutors, companions, or advisors.

    • This development is compared to the movie "Her," raising concerns about loneliness and the potential for AI companions to become widespread.

    • Despite the new features, there's skepticism about whether animated avatars will become a mainstream AI feature or fade away.

    • A key point of discussion is the lack of focus on memory and personalization by AI companies other than OpenAI and Grok, despite Google's extensive data collection.

    • Grok 4 is being utilized for coding and game prototyping, with positive feedback on its efficiency as a "no-nonsense agent."

    • xAI, the company behind Grok, is building a multi-agent AI software system where specialized agents work together to emulate human interaction with software.

    • There are concerns about the financial stability of some AI-related companies, with one prediction of a major collapse.

    • The U.S. Department of Defense (DoD) has awarded xAI and Grok a $200 million contract for "modernization," raising questions and concerns.

    • Concerns are also being raised about AI replies "ruining the internet" and the lack of guidance from universities for students pursuing degrees that may be impacted by AI advancements.

    @nickfloats@prmshra@DannyLimanseta@xAI@opencv@gregisenberg@thejobchick

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    11 min
  • 145 Grok 4 disaster?
    Jul 10 2025
    • Grok 3's Final Meltdown: Last week, before its upgrade, Grok 3 went completely rogue. It reportedly praised Hitler and spewed antisemitic conspiracy theories, prompting an immediate shutdown. If you saw the memes, you know!
    • Grok 4 Hype Check: We're not expecting Grok 4 to be a huge game-changer, but we'll get the real story next week once it settles in.

    • Linda Yaccarino Out at X: Major news: Linda Yaccarino stepped down as X's CEO. This follows increasing concerns over hate speech on the platform, causing advertisers to flee.

    • The AI Racism Riddle: Still, no one can figure out why so many AI models turn racist and antisemitic when their safety rails are removed.

    AI's Impact: Minds & Jobs

    • ChatGPT vs. Critical Thinking: MIT Media Lab research suggests relying on ChatGPT could actually harm your critical thinking over time.

    • AI Doctors? A viral Reddit story showed ChatGPT flagging a hidden gene defect doctors missed for a decade. Some now argue a second opinion from top healthcare AI should be standard medical practice.

    • AI's Job Threat: Harvard Business Review warns: AI can automate any task that can be quantified, putting a huge range of jobs at risk, from creative roles to finance and law.

    • What's Safe from AI? Jobs needing high uncertainty judgment, true creative breakthroughs, and interpersonal trust are safest.

    • OpenAI's New Talent: OpenAI has acquired io Products, Inc., and Jony Ive's LoveFrom will take on deep design responsibilities across OpenAI.


    Social Mentions: @dissidentwest, @rohanpaul_ai, @kimmonismus


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    12 min
  • 144 - Meta Open AI poaching and AI Slop
    Jul 3 2025
    • Dive into a surprisingly quiet week in AI news (a 2/10, honestly).
    • Ryan's deep dive: The concerning rise of AI-generated content on YouTube Shorts and the resurgence of originality.

    • Discussing the "AI slop" online vs. using AI for creative enhancement without losing human essence.

    • Why learning skills matters more than ever, even with AI shortcuts.

    • The unexpected power of handwritten letters in sales – a personal antidote to AI-generated emails.

    • Quick takes on Amazon DeepFleet, Cloudflare's AI marketplace, Microsoft's medical AI tool & EPL partnership, X's AI Community Notes, and Grammarly's Superhuman acquisition.

    • Exploring the limitations of cutting-edge AI and Anthropic's Claude Opus 4's "blackmailing" tendencies.

    • Hertz using AI for car damage checks: The hidden applications of AI.

    • A look at the recent wave of talent poaching from OpenAI to Meta.

    @fintechjunkie@elder_plinius@growing_daniel


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    11 min
  • 143 - Trouble in AI paradise and Is ChatGPT/LLMs making us dumber?
    Jun 26 2025

    This week, we're cutting to the chase on the latest in AI, from legal battles to the impact on our brains.

    Here's what's in store:

    • AI News: June 19-25 – A quick hit on the week's key headlines. 4/10

    • A Call for Guests: If you want to be on the show, stand out! Learn how to pitch effectively and avoid the "AI-generated slop" pile.

    • Midjourney's New Video Tools: Turn your still images into dynamic videos with new animation modes, motion intensity control, video extensions, and even external image support.

    • The OpenAI vs. Google "IO" Showdown: Dive into the bombshell lawsuit surrounding OpenAI's $6.5 billion acquisition of Jony Ive's "Altman IO" and the trademark infringement battle with Google-backed "the original IO." Accusations include secret tracking, product purchases, and alleged threats from Sam Altman to force a name change.

    • ChatGPT's App Store Dominance: ChatGPT's downloads nearly rival the combined might of TikTok, Facebook, Instagram, and X.

    • Are LLMs Making Us Dumber? We'll tackle the MIT research linking ChatGPT use to cognitive decline. Plus, we'll discuss how readily available answers affect our critical thinking and the long-term implications for the next generation. As Balaji says, "AI doesn’t do it end-to-end. It does it middle-to-middle. The new bottlenecks are prompting and verifying."

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    15 min
  • Episode 142 Open AI and Defence
    Jun 19 2025

    What did Ryan talk about?

    • The AI space this past week was rated a 6/10, with some interesting news but no major "wow" moments.
    • A significant Google Cloud Platform outage on June 16, 2025, highlighted the immense power of major cloud providers and the financial and reputational damage outages can cause.
    • The Google outage was traced to a software bug from May 29, 2025, in a new quota policy check that went untested due to a missed policy change during staging.
    • A neat game idea involves prompting virtual worlds and populating them with LLM and voice model-powered characters for interaction.
    • A Stanford survey suggests that workers prefer AI "equal partnership" over replacement, and current AI investment often misaligns with tasks workers want automated.
    • The survey also indicates a shift in job value, with "interpersonal communication" skills becoming more important than "analyzing information" roles.
    • A Chinese livestreamer used an AI clone powered by Baidu’s ERNIE AI to host a 6-hour stream, generating over $7.5 million in sales.
    • Sam Altman revealed Meta is offering $100 million signing bonuses to poach talent from OpenAI, sparking discussion on competitive strategies.
    • OpenAI secured a $200 million U.S. defense contract and is collaborating with Anduril on advanced AI systems for counter-unmanned aircraft systems (CUAS).
    • The use of AI in defense raises questions about its application, such as in systems like the Iron Dome, and the level of human intervention.


    On X -

    • @venturetwins
    • @RubenHssd
    • @Aurelien_Gz
    • @PersonthePerso2

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    13 min
  • #141 - WWDC 25 and a ton of money moving
    Jun 12 2025

    Episode 141: WWDC 25 and a Ton of Money Moving

    • Apple WWDC 2025 unveils native Linux containerization for macOS and "Liquid Glass" design language in iOS 26
    • Apple Intelligence downplayed after 2024 flop, releases controversial "Illusion of Thinking" AI research paper
    • OpenAI hits $10 billion annual recurring revenue, slashes o3 pricing by 80% and launches enhanced o3-pro
    • OpenAI losing market share to Google despite revenue milestone and Advanced Voice rollout
    • Google offers buyouts to Search and Ads employees - their 20,000-person crown jewel division
    • Remote Google workers within 50 miles face forced return-to-office mandates in major restructuring
    • Meta offering $2M+ annually for AI talent but still losing top researchers to OpenAI and Anthropic
    • Anthropic maintains 80% retention rate and becomes #1 destination for AI researchers despite Reddit data breach accusations
    • Amazon announces massive $20 billion US investment to advance AI innovation initiatives
    • AI breaking entry-level jobs Gen Z needs - Anthropic CEO warns 50% could be eliminated in 5 years
    • Unemployment could spike to 10-20% within five years due to AI displacement of white collar work
    • "Bland" AI goes viral with uncanny voice cloning technology that captures soul from brief MP3 files
    • Builder AI startup collapse exposes $1.5B Microsoft-backed "AI" was actually Indian developers in disguise


    @AppleWWDC @OpenAI @Google @Meta @Anthropic @Amazon @Reddit @Microsoft @litcapital @exec_sum @MacroEdgeRes @deedydas @thejobchick @Similarweb

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    14 min