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GTA 6 finally has a price tag, Steam Machine lands with a $1,000+, and Tencent is quietly pulling out of Japan.In this episode, we break down:● Why GTA 6's $80/$100 pricing is good news for the industry● What the deluxe edition actually includes (and what it's missing)● The attach rate debate for GTA 6 on PS5 and Xbox● Why Tencent is exiting its Japanese gaming investments● Who's actually still buying game studios right now● Unreal Engine 6 and what it means for developers● Epic's new AI tools shown at Unreal Fest● Tim Sweeney's "Team Open" pitch and his war on Roblox● Who the Steam Machine is actually built for● General Intuition's $320M raise and what it means for AI in gaming● Roblox's new brand integration tax and why creators are worried● Why Queen Digital Entertainment shut down after burning $50MCHAPTERS:00:20 Welcome and Agenda02:14 Canada and World Cup Banter03:40 Seattle Roundtable Plug05:07 Mishka LinkedIn Apology07:42 LA Roundtable Recap10:15 Audience Polls and GTA Hype11:38 GTA 6 Pricing Details14:32 Deluxe Edition and Monetization17:05 Attach Rate and Online Revenue20:23 Tencent Divestment Rumors22:22 Who Still Buys Studios25:47 Bull Case and Buyouts26:06 Tencent Strategy Shift26:35 Unreal Fest Highlights26:55 Unreal Engine 6 Roadmap27:53 AI Tools in Unreal28:36 Tim Sweeney vs Roblox29:04 Team Open Vision31:26 Interoperability Debate35:00 Epic Reality Check40:53 Valve Steam Machine Pricing46:41 Who Is It For48:05 General Intuition Funding50:21 Roblox Brand Runtime Fees54:38 Creator Impact and Risks58:26 Queen Digital Shuts Down01:00:14 Wrap Up and Goodbye
*Welcome to Asgard! I upload my live streams from the main channel as podcasts so that if you miss an episode you can listen on your favorite podcast app! Check out my older episodes and please leave me some feedback with other things you may want to see in the future!Channel Links: https://lnk.bio/ombreviewsBecome a member today:https://www.youtube.com/channel/UCmKtlNiv6ht63DpTJN4B88g/join USE PROMO CODE: odin for 15% off at Displate!Displate:https://displate.com/odinsmovieblog?art=5d3bb7e9629af Mail Me Stuff!OMB ReviewsPO Box 4432Chattanooga, TN 37405
*Welcome to Asgard! I upload my live streams from the main channel as podcasts so that if you miss an episode you can listen on your favorite podcast app! Check out my older episodes and please leave me some feedback with other things you may want to see in the future!Channel Links: https://lnk.bio/ombreviewsBecome a member today:https://www.youtube.com/channel/UCmKtlNiv6ht63DpTJN4B88g/join USE PROMO CODE: odin for 15% off at Displate!Displate:https://displate.com/odinsmovieblog?art=5d3bb7e9629af Mail Me Stuff!OMB ReviewsPO Box 4432Chattanooga, TN 37405
In this episode, I explore why failure is not something to hide, but something to study, share, and even celebrate. Drawing inspiration from the “Flops” exhibition at the Musée des Arts et Métiers, I look at how psychology, religion, science, and art all reveal the same truth: my mistakes are often the very things that shape my character, deepen my relationships, and point me toward a more meaningful life.Why failed products like BIC for Her and New Coke can teach us about resilienceThe psychology of growth mindset, self-compassion, and learning from mistakesHow traditions like Kintsugi and teshuvah honor repair over perfectionStories of famous failures from Thomas Edison to J.K. RowlingBooks, movies, songs, and poems that remind us to “fail better”Reflection questions to help me turn every flop into wisdom and purposeThrive With Leo Coaching: If you want to reduce your psychological pain, regain your purpose and forge your own path, go to www.thrivewithleo.com to begin your journey.If you or anyone you know is considering suicide or self-harm, or is anxious, depressed, upset, or needs to talk, there are people who want to help:In the US: Crisis Text Line: Text CRISIS to 741741 for free, confidential crisis counseling. The National Suicide Prevention Lifeline: 1-800-273-8255 or 988The Trevor Project: 1-866-488-7386Outside the US:International Association for Suicide Prevention lists a number of suicide hotlines by country. Click here to find them.
Hey Ohana, On this week's episode we share part one of our discussion on some of Disney's so-called biggest movie flops. From budget returns to audience reception and more there are many things that might "qualify" a film to be a so-called flop. On this episode we share some our thoughts on some of these films, why they are widely considered a flop, and consider the possibility that maybe, just maybe, they aren't really as bad as they seem. Be sure to head back next week as well as we continue this conversation and break down a few more films as well. We want to thank our guests on this show Jonathan Gardner and James Soares for joining us and sharing their insight! Thank you all for tuning in as always... See Ya Real Soon! THANK YOU to the official TA of MTADA, Sue Passauer. Sue is affiliated with MEI & Mouse Fan Travel and can help you plan the perfect Disney vacation. She's the only person we trust with our own family trips and who we feel confident in enough to recommend to all of you! DISCLAIMER: We are not an affiliate of the Walt Disney Company, nor do we speak for the brand or the company. All Disney-owned content is their property and theirs alone.
Guten Morgen liebe Klasse! In einigen Bundesländern ist die Schule ja bereits kurz vor Sommerschließung - aber auch sonst ist es gerade unerträglich heiß. Wir reden daher - traditionell - über Spiele, die für uns in den letzten Monaten unerträglich waren und heiß her geht es dabei vielleicht auch. Auf jeden Fall fühlen wir uns danach innerlich gereinigt, um demnächst die Tops des Jahres nachzuschieben. Viel Spaß mit Folge 280 wünschen -die brettagogen- Intro/Outro Musik: Bubens van Lyka
Le nouveau podcast football du FC Copains
As we patiently wait for the Giannis trade the guys discuss what the Heat would realistically give up for Giannis and whether some players should be off limits. The gang has the South Africa v. Czechia match on the studio TV and go on a rant about the theatrics of some of the players! We then finish things off with our favorite Thursday game “Goosies or No Goosies” Kas is feeling confident, Tyler Herro's latest instagram post, and Connor McGregor!
Matt Davies is joined by our Daniel Storey, the chief football writer of the i paper, for what we hope will be the first in a series of appearances from America as he covers the World Cup. We discuss England's 4-2 win over Croatia and Elliot Anderson's part in it, as well as Cristiano Ronaldo holding back Portugal and the experience of being in the USA in general. #worldcup #england #ronaldo
Last 4 days before regular tickets sell out at AI Engineer World's Fair - this is the single biggest gathering of AI Engineers, Founders, Leaders, and Researchers in the world. Attendees get >$5000 worth of sponsor credits and talk tracks are looking FANTASTIC. Join us!The AI scaling debate always focuses on the question of “how do we get more GPUs?” but the better question may be: how do we make the most of ones we already have.The fact that a frontier lab like xAI could be running at sub-10% MFU (Model FLOPs Utilization) is just a hint at what the real problem may be.For context, older frontier-scale training runs were already much higher than 10%. GPT-3 was around 21% MFU. Gopher was around 32%. Megatron-Turing NLG was around 30%. PaLM reached around 46%. And our guest Anjney says best-in-class MFU today is closer to 60–70%.It's not necessarily that xAI is uniquely incompetent (it's clear they have talented folks) but rather the priorities may be flipped in the GPU arms race.While GPU access is a bottleneck, simply increasing CapEx won't automatically translate to better models as frontier AI is increasingly a systems problem: scheduling, utilization, networking, kernels, frameworks, data pipelines, parallelism, cluster reliability, and the thousand small decisions that determine whether your theoretical FLOPs become real training progress.From building Discord's developer platform and backing frontier AI companies like Anthropic, Mistral, Black Forest Labs, and Periodic Labs to now building AMP's independent compute grid, Anjney Midha has spent years close to the real bottlenecks of AI scaling. In this episode, Anjney joins swyx at Periodic Labs to unpack why the AI race is not just about buying more GPUs, why 95% utilization would have been considered an outage at Google, and why the next era of AI infrastructure has to be more aligned, more efficient, and more responsible.We go deep on AMP's vision for a compute grid that makes FLOPs flow like megawatts, the difference between full-stack AI labs and horizontal pooling, why AI data centers need community buy-in, and how compute markets could evolve into something closer to an independent system operator. Anjney also explains why DeepMind's unpublished research points to a market failure, why end-of-life prediction remains one of the most important AI applications he has thought about for fourteen years, and why “output maxing” may become a new discipline for frontier systems.We also discuss Anthropic's culture, why “luck favors the prepared mind” in coding models, how Claude cracked coding, why too much capital too early can make AI labs fragile, what Periodic Labs is trying to do with science and superconductors, why great researchers can become great CEOs, and why Silicon Valley is both deeply missionary and deeply mercenary.We discuss:* Why 95% utilization was considered an outage at Google* Why AI infrastructure waste compounds at frontier-lab scale* Why “move fast and break things” does not work for AI data centers* How data center backlash, power grids, and community incentives shape AI scaling* AMP's vision for making FLOPs flow like megawatts* Why compute needs an independent system operator* How interruptible demand and dynamic prioritization worked inside Google* Why DeepMind research hoarding creates negative externalities* AMP's 1.2GW base-load ambition and the need for 6GW of spike capacity* Why end-of-life prediction could become one of AI's most important healthcare applications* Frontier Systems, output maxing, and full-stack alignment* Why APIs and abstraction layers become lossy as organizations scale* Superconductors, standards, and the dream of lossless systems* SF Compute, open protocols, and the future of compute marketplaces* Why non-NVIDIA chips can still benefit from NVIDIA's reference architecture* Trust boundaries and why chip startups need visibility into future model architectures* Why VCs often underestimate researchers as CEOs* Scientists as star athletes of the mind* Why great CEOs need to be confrontational up and down the stack* Why leading the frontier matters more than “winning”* How Anthropic cracked coding* Why culture is fragile, not a permanent moat* Why hardship was a feature, not a bug, for Anthropic* Why Anthropic's P0 was coding from day one* Periodic Labs, physics as the constraint, and technical reality* Silicon Valley mercenaries, missionary teams, and what happens after a breakthroughAnjney Midha* LinkedIn: https://www.linkedin.com/in/anjney* X: https://x.com/AnjneyMidhaAMP PBC* Website: https://amppublic.com/* X: https://x.com/amppublicTimestamps00:00:00 Introduction00:00:09 Why AI Compute Is Being Wasted00:03:17 Responsible Infrastructure and Data Center Backlash00:06:07 AMP Grid: Making FLOPs Flow Like Megawatts00:12:41 Foundry, Frontier Labs, and Research Hoarding00:14:42 Gigawatt-Scale Compute and End-of-Life Prediction00:24:08 Frontier Systems, Output Maxing, and Alignment00:27:38 Compute Markets, SF Compute, and Non-NVIDIA Chips00:32:57 Trust Boundaries, Co-Design, and Researcher CEOs00:38:17 AI Coachella and First-Principles Thinking00:42:43 Leading vs Winning in Frontier AI00:45:54 How Anthropic Cracked Coding00:48:25 Culture, Hardship, and Anthropic's P000:54:03 Periodic Labs, Physics, and Silicon Valley Mercenaries00:56:26 Rishi Valley, Singapore, and Money as a Measure00:58:47 Closing ThoughtsTranscriptIntroduction: Anjney Midha, AMP, and Compute WasteSwyx [00:00:00]: We're in Periodic Labs with Anjney Midha, CEO, founder of AMP. Welcome.Compute Utilization: Node Allocation, MFU, and AlignmentAnjney [00:00:09]: Thanks for having me. At Google, there are two types of utilization usually, right? That you're measuring in these clusters. One is node allocation, and then the other's MFU. Node utilization is usually like what percentage of cards in the data center are just, used, and that, if it's not at, 95%-Swyx [00:00:29]: There is no excuseAnjney [00:00:29]: There's no excuse, right? I think 95% at Google, which is where my co-founder, Seb, came from, he built the Borg, PBorg/GQM scheduler at Google, and there I think 95% was considered an outage, so 96% node utilization is, should be standard. And most single-tenant clusters are not running at that. So that's one. And then MFU should be, I would say the best in class today is somewhere between 60 and 70%. I think this is a leadership question, right? Fundamentally it's an alignment question, which is are the people who are funding the cluster and then deploying the cluster actually aligned? And sometimes theoretically they are, but in practice the number of people in the chain, the supply chain between, the capital and all the way to whoever's managing the cluster and then whoever's measuring what the output is, are just so many, degrees of separation away that, the, The Have you ever heard the radian metaphor, which is at the beginning of an arc, if you have two arcs that are two lines that are just off by a few degrees, that-Swyx [00:01:33]: It spreads outAnjney [00:01:34]: It spreads out, right? Or at scale. And I think what's happening is a lot of cluster implementations and infrastructure, a lot of frontier labs and other teams, that's what's happening, is they're, they initialize the plan, which is kind of like North Star with a team that wants to do good, but then they're, required to scale so fast instead of iteratively that the wastage just compounds really fast at scale. And so I think we know the answer, which is just do iterative bring ups. If you spend time with people who've been in the semiconductor industry or the DSN industry for a long time, this is not new, and I don't think AI should be an excuse. Sure. Something What is new? Okay. We have a lot of new capabilities, but that doesn't mean just abandon common sense. Common sense should always be in fashion. ? AI scaling doesn't change the in fact, if anything, AI scaling should be putting a premium on the value of common sense and infrastructure because the margin of error now is so much lower and the costs of wastage are so much higher. And the cost of wastage, by the way, is not just economic. I'm, obviously I'm, I'm an investor, or I'm an investor by background. Over the last few years now we're running an AI infrastructure business called, AMP. And I think that it's okay to say this time is different on the capabilities front. We are genuinely getting capabilities at, of the, of a kind we haven't had before. That doesn't give you an excuse to say this time is different for everything, especially infrastructure. So look, I love the hacker mindset and the hustler mindset. Now, that's great for the startup mindset, but you remember this moment where Zuck went from saying, “Move fast, break things” to, move-Responsible Infrastructure and Data Center BacklashSwyx [00:03:10]: Fast and stable infrastructureAnjney [00:03:11]: Move fast with stable infrastructure. I think now we need to move fast with, responsible infrastructure. People are going to ask where the impact is. There was a really In our class yesterday, Scott Nolan, who's the founder of General Matter, came by at Stanford to speak about energy bottlenecks. And he had a phenomenal idea. He said, “if you look at the marginal unit economics of compute per hour,” he goes, “let's call it, $4 an hour. If you're having to bring up a new data center in a new community, why not just say we're going to charge 4.50 an hour, and that marginal impact or that marginal increase, we just literally take that and give it to the local community as cash?” I can tell you as a customer of that compute, I would love that. I'd be happy to pay an additional 50 cents per hour at scale.Swyx [00:03:57]: Wow. Yeah.Anjney [00:03:58]: Because if that means the public benefit is so clear to the communities that the data centers are coming up in, I'm going to feel like that compute is much more reliable. Up to 20% of all data centers this year in the US, my understanding is are at risk.Swyx [00:04:13]: Of community backlash?Anjney [00:04:14]: Correct. Of not getting the community support they need to get brought up.Swyx [00:04:19]: Wow. That's a huge number.Anjney [00:04:20]: Yeah. Now, we, I think we should dig into what that number is. I think it's a little bit of overstated. These things can get over-reported, but it-Swyx [00:04:27]: They don't just care about jobs. They care about all the other stuff around it, right? They care about power grid, they care about environments-Anjney [00:04:33]: Power grid, permitting, and so on. And imagine I think if you said there's a new AI deal. If we're bringing up a data center in your community, we're actually going to reduce the cost of your electricity bill. Okay, now we're talking. Right? The community's going, “Okay. Now this is a deal. I feel like a partner in this.” Right now that's not happening. There will be audits, there will be investigations, and when the, when the regulators come, I don't know when it's going to be, the folks who are moving fast and breaking things in the name of AI progress better be prepared. That's certainly not how we're procuring compute. Or we're, we're trying as much as we can to work with partners who have long-term track records. Many of whom, by the way, are not, AI providers. I think this whole idea of neoclouds being somehow this new category is a lot of marketing speak. There are really good, reliable, trusted data center providers in America who've been around 20 plus years. I love those folks. They know how to Sure. Are they sponsoring happy hours at NeurIPS? No. Are they legibly listed in Build? No. Are they hanging out in my, in, situational awareness parties? No. But they're adults. I trust them.Swyx [00:05:44]: They can run LAN. They can run power.Anjney [00:05:45]: They can run LAN, power, and shell. They have credit histories. We sit down, we have a conversations. Many of them live in Silicon Valley. They've, they've had to deal with the boom and bust cycles of the internet, and I love those folks. They are stable infrastructure partners and thinkers. And I think there's a lot of short-term thinking going on in the compute layer, and it's going to catch up to us. It's not going to be good.AMP Grid: Making FLOPs Flow Like MegawattsSwyx [00:06:07]: You talk about aligning incentives, and, I would think that aligning incentives means you have the full stack in one company, which is xAI and OpenAI, right? So you as a standalone infrastructure layer, why are you somehow more aligned to your portfolio companies than people who just own the whole thing?Anjney [00:06:28]: In systems design, right, there's, there's two regimes of, architecture, right? You have integration, and then you have pooling and utilization, right? So the Or rather, the way to increase utilization often is you can do systems integration where you collapse a lot of process into one node, or you can pull out a process from a node and share that amongst various That resource amongst several different nodes. And so we see the AMP grid, which is, the, what, the system we're building here, which is basically a compute grid. We're trying to do for compute what the electric grid-Swyx [00:07:02]: PowerAnjney [00:07:02]: Yeah, what the power grid did for electricity. It-- this is a pooling and utilization layer across clouds, And so we're actually the opposite of a full stack integration like approach.Swyx [00:07:12]: Super horizontal.Anjney [00:07:13]: Where it's much more horizontal and it's, it's multi-cloud, it's multi-silicon. The goal is to try to make FLOPs flow like megawatts, and that is very hard to do today for many reasons. There's stranded pools of compute all over the place and there's no fungibility. And so right now we do it at the level of scheduling, and we often do it at the economic layer. But as we start to announce what we're working on, it's extraordinary like how many folks are coming out of the woodworks and saying, “Hey, I'm actually working on a way to make compute fungible at this part of the stack and that part of the stack.” And as a grid, we'd like all of these folks to participate on the grid. There's, people often ask me, “Andra, are you a new cloud?” And I go, “No, actually neoclouds are suppliers.” sometimes they'll ask, “Are you a venture capital firm?” I go, “No, actually they are, they are demand like sort of off-takers of the grid.” We see ourselves as what's called an independent system operator. So if you study the history of the electric grid, once it became legible to a lot of factories and industrial sort of participants that, hey, actually it turns out pooling is a good idea. We should pool our generators instead of all having a generator running at half capacity in our backyard. There was a need for an independent entity who could coordinate all these parties. Transmission line, power generation, facilities, transmission lines, factories, and that neutral coordination mechanism is very critical. In order-- If you study like the history of grids, the most enduring ones were those that never owned their own assets. They were ones that had, or often started with long-term anchors who are uncorrelated sources of demand, a steel factory, a shoe mill or whatever in a particular town who weren't competitive, where the steel factory want to spike up at night, the shoe mill wanted to spike up during the day. So then you pool and you share, right? So each of you is guaranteed some base load, but then you kind of schedule your spikes to drive a peak utilization across the town. The gold standard, so to speak, historically, has been these utility companies like PJM Interconnect in the northeast of America, where they, over many years became this what's called an ISO, an independent system operator of the grid. So that's how we see ourselves. Economically, that's what we are. From a technical perspective, we started at the scheduling layer because Seb and Mihai, who, run engineering here, built that at-Swyx [00:09:28]: Did your schedulingAnjney [00:09:28]: They did that at Google. And, -Swyx [00:09:32]: And you have infra shops from Discord as well.Anjney [00:09:35]: I have some.Swyx [00:09:35]: I don't know, I don't know if Discord is like the primary identity, but what-whatever, I'm just kind of-Anjney [00:09:39]: No, D-Discord was-Swyx [00:09:40]: Choosing a well-known name.Anjney [00:09:42]: Well, I So I was running the developer platform there. The internal infrastructure I was not responsible for. That was actually a guy by the name of Mark Smith, who was extraordinary. And yes, Discord did pool So Discord is actually a counter example. I had the chance to learn a lot about fully, full stack infra there because-Swyx [00:09:56]: It's the same thing, yeahAnjney [00:09:57]: It's the, it's the other architecture which is, Discord built its own WebRTC vo-voice and video infra. So like Discord did not use-Swyx [00:10:08]: For the calls, yeah.Anjney [00:10:09]: Yeah, did not For communication, Discord did not use third party infra. It was all built in-house. And then the way you maximize utilization was you pool demand from the world's 200 million plus monthly active gamers, right? And so that's, that's how those stacks were constructed. Again, in systems design, the two concepts that keep coming up over and over again are abstraction and composition, right? And-Swyx [00:10:31]: Bundling and unbundlingAnjney [00:10:33]: Bundling and unbundling, abstraction, composition, like verticalization and-Swyx [00:10:36]: HorizontalAnjney [00:10:36]: Horizontalization. So in that sense, AMP is an independent system operator of the grid. We pool demand, we pool supply from a number of partners we trust At about 1.3 gigawatt scale over four years. And then we pool demand from some of the world's best, research labs and so on. We're sitting at one, periodic labs who need extraordinary long-term demand. And the idea is that, each of them is guaranteed base load on the grid, but they can spike up and down flexibly on, for compute, with much shorter timelines as needed. That was roughly the design of the program I came up with at a16z called Oxygen. The same-- That was the same design of the GQM, BorgX, Borg GQM implementation at Google that Mihai and Seb had built. Which was that how do you allow, teams inside of Google, on the internal infrastructure to be guaranteed capacity, for their base workloads? But when they need to spike up on research, how could they ensure that was sufficiently there? And of course, the big innovation that was not discovered, but kind of implemented in the space, this infra space maybe three, four years ago at Google was the idea of interruptible demand, right? Where you just queue up a bunch of jobs and through this like sort of credit system, there can be a bidding mechanism.Swyx [00:11:53]: Like priorities.Anjney [00:11:54]: It's a dynamic prioritization Basically. And jobs can get interrupted based on somebody else who's saying, “what? I have 10 tokens, 10 credits I want to spend on this job.” Another like team lead, research lead is “Genie 3 or whatever is only worth five, credits, and NanoBanana2 is worth 10 credits,” and so the NanoBanana job gets priority. That's a, that's a made up example.Swyx [00:12:15]: It's very real. Brain Marketplace was real. And, we've, we've covered this on the pod with David Luan, who was-Anjney [00:12:20]: Oh, great. OkaySwyx [00:12:20]: Was there. And the criticism is that, well, actually sometimes you need central command to go all in on a thing. And actually sometimes capitalism via credits doesn't work. Not, this is not a criticism of AMP. I'm just saying, this is a thing that has been tried, internally within Google, and it led to Google missing GPT.Foundry, Frontier Labs, and Research HoardingAnjney [00:12:41]: Like, we structured ourself essentially very similarly to Google. We are structured as a holdings company. So, Alphabet holdings is Alphabet holdings, and then they've got these subsidiaries called Google and-Swyx [00:12:51]: Other betsAnjney [00:12:52]: Other bets and so on. We've got, AMP holdings, and we've got our infrastructure business, and then we've got a capital business called Foundry that incubates new frontier AI labs or invests in them as venture capital, like Periodic. We put a few hundred million dollars into Anthropic from our fund earlier this year. So wherever we feel like teams are making progress, especially researchers and so on who've pushed the frontier inside of existing labs like DeepMind, I find, there comes a point where they feel misaligned with the dictatorship of Alphabet holdings. And at that point, sometimes the dictatorship doesn't want them anymore. And they're “Thank you. You've done your job here. You've kind of helped us through the zero to one phase, and for whatever reason, we're going to deprioritize your amazing, omni model or whatever it is, and instead we're going to prioritize coding.” And, I think that's a tragedy, but I get it. They're Sergey and team are running their own business there. But that doesn't mean we the rest of us should sit around waiting for that progress to get unlocked for the rest of the world and humanity. If you think about how much extraordinary research has happened inside of DeepMind over the last 10 years, I, Demis and Sergey and those guys did such a great job. But at the end of the day, so much of that has never seen the light of day?Swyx [00:14:00]: Or they're like papers only, but they never actually shipped it to production or-Anjney [00:14:03]: What's worse is the paper is actually not even being published anymore ‘cause there's a six-month embargo inside of DeepMind, right? We've heard about this where a paper comes out, and then I think there's a six-month embargo window where if anybody on the business team says, “This could be interesting” It's embargoed for life.Swyx [00:14:18]: Exactly. So the stuff that gets published is the stuff that's not good enough.Anjney [00:14:21]: There's an adverse selection problem, basically. Yeah. At this point-Swyx [00:14:25]: It's, it's a common complaint at NeurIPS, by the way, that's “Well, why would I look at the papers that are the trash of GDM?”Anjney [00:14:31]: Again, I think it's a tragedy. I get it. They're running their business, but the rest of the I think there's negative externalities of research being hoarded, and so that'there's a market failure. And somebody needs to unlock that research, and we can't do it on our own. We only have 1.2 gigawatts of compute. That's nothing. That's about $40 billion of cloud spend. We're going to need a lot-Gigawatt-Scale Compute and End-of-Life PredictionSwyx [00:14:51]: By the way, is that's a new number. I haven't, haven't come across that gigawatt number. That's huge.Anjney [00:14:56]: Yeah. And to be clear, we haven't secured all of it. That's how much demand we have started to secure. I think publicly we haven't actually confirmed how much we have for this year. In order-Swyx [00:15:04]: Where do you want to get to?Anjney [00:15:06]: I think the steady state would be that we have a base load pool Of 1.2 gigawatts at all times Of base load capacity. For spike capacity, right now my estimate is we need roughly six gigawatts over the next four years for all our teams to feel like they were able to keep moving the frontier, whatever they're working on, whether it's, like superconductor discovery over here. There's a new investment we're working on right now, which is in the end of life prediction space in healthcare. It's extraordinary how much you can, you can give this was actually my graduate school work. I went to grad school for bioinformatics at Stanford Med. And I know we-Swyx [00:15:40]: Econ, MCS, bio.Anjney [00:15:41]: So my-- I was this really weird cat where, I was never satisfied with my major options. So at one point I was an econ major, then I was a CS major, then I was a MCS major called mathematical computational science, and they decided they were going to end that major. So I took all that coursework, and I applied it to grad school, my graduate degree in bioinformatics, which was the master's program, and then I thought I was going to do a PhD. I never ended up doing it. I dropped out and went to work at Kleiner. But I was lucky enough to apprentice with this professor at, Stanford Med. His name is Nigam Shah, and he was working on end of life prediction. Stanford is one of the only research facilities in America that has a longitudinal patient data set that's larger at scale. I think it's at least 12 million patient lives. The only larger data set is at the VA, the Veterans Affairs, of America. And to do research, like do any deep learning and so on that data set, it was called the STRIDE data set at that time, you had to be a Stanford Med School affiliate, which is why I went and enrolled in the bioinformatics department. End of deep learning was early. Nigam Shah had the visibility-- the vision to see that, you could do end of life prediction to help palliative care. In America, the, over 30% of all Medicare, Medicaid spend, at least at that time, was spent on end of life care. And what's we grew up in Asia, so we all-- Yeah, at least I won't speak for you, but I have A very different relationship with death than I find folks who grew up in America do. In America, spiritually and culturally, especially in Western societies where Christianity, the Christian tradition sort of frames death as this terminal point, there's often a judgment day and so on. The way we view death is with a finality. In Indian culture, in Hindu culture, death is one-Swyx [00:17:35]: Also, he's Buddhist as well.Anjney [00:17:36]: You're Buddhist, yeah. So it's one, it's one step in a journey of many lives, right? And so, I grew up in this city called Chennai in the south of India, and when people die, you dance on the street. There's like a procession where your body is carried to be cremated and your family, like celebrates and there's drums and so on. It's this huge thing. And, It's because the idea is that you're going to be reincarnated. You've been liberated from the responsibilities of this life, and now you're onto your next. It's a new It's like going off to a new college or whatever, right? And so it was so alien to me when I got here as an undergrad- That the medical system works backwards from that assumption that we have to view death as this terminal thing and delay it, postpone it's a bad thing. And so at the time, clinical decision support in the United States was this very primitive field. Even to this day, physicians in the United States often will tell you when you have a terminal disease, this is your, we've diagnosed you, which is great. Our ability to diagnose you is extraordinary. You have somewhere between six months to six years to live. What do you do with that information? The error bars are so high that then you In times of uncertainty, we default to culture, and when the culture is let's-- this is a bad thing, I've got to prolong my life, then you start doing things like And just to, just sort of from a systems perspective, what's going on there is Physicians often feel like they need to provide such high error bars because there's always some uncertainty in end of life diagnosis, and if you provide the wrong Diagnosis or recommendation to your patient, you can be sued for medical malpractice. And then your license can be taken away. It can be catastrophic for your career. In contrast, if in countries where that's not the case, what you often observe is that patients, physicians are quite prescriptive with their recommendation. They say, “Hey, this is your condition. The literature says that you probably have this much time on Earth left. My expert opinion is that you are an outlier or whatever.” And they try to be more prescriptive, and that empowers a patient, right? ‘Cause then a patient can say, “I trust my doctor. They said on average, I have six months to live, but if I do these things, I may have a shot because of my particular predispositions or my genetic history or whatever.” And that empowers you to go about your life in a actually more scientific way than leaning on religion, culture, spirituality, and so on. In contrast, here, because of that medical malpractice sort of thing looming over your head, a physician never gives you a clear recommendation. So instead you say, “Okay, Doc, well, let's try it all.” And then you start a whole regime of drugs and therapies, and then you often spend weeks and weeks in the hospital, and that deteriorates your quality of life. And when that deteriorates your quality of life, you instead of spending your last few days doing the things you love with your family, you're spending it on a hospital bed. And that ends up being thirty percent of Medicare and Medicaid. So it's worse for the patients. The doctors feel terrible. The American taxpayer is paying a huge amount of money. And so this is why Nigam Shah, who was this professor at Stanford, said, “Anjney, if there's “ I kind of sat down with him. I was this young, I'd, I was twenty-one, and I was “I want to work on a big problem.” He's “The big problem is end of life care.” And so we tried to do deep learning to say, to-- So we started trying to run deep learning on these tried patient data sets to say, “Could you have an AI system make a recommendation that is orders of magnitude more precise about how much time you have left once you've been diagnosed with a terminal condition than a human?” And then if we can get that precision to be high enough, then you can empower the patient. And it turns out the tech works. Like it's-- Once you get the data set, like RL works. Honestly, even regression models work. You don't need to get that fancy. At the time, we were just trying, doing like very simple neural nets.Swyx [00:21:54]: Simple solutions, yeah.Anjney [00:21:54]: Today, what we can do with RL is extraordinary. The problem remains then and now is regulatory, because you actually can't shift the burden of the wrong clinical diagnoses from the physician to the AI system. And so at that time, I got quite disillusioned ten years ago for, twelve years ago where, ‘cause I felt I just didn't have the resources to influence regulation. Today, I'm very lucky. I'm in a different place. I've, I'm a lot older, and so I've been spending a lot of time on my next incubation, which is how can we unlock the, patient empowerment by training AI models to do end of life prediction much, with much more precision and ac-Swyx [00:22:37]: Oh, wow. You're still focused on this the whole time.Anjney [00:22:40]: The-- I haven't been able to get, this out of my mind a single day for the last fourteen years. This is the hill I want, I would like to die on. There's two, I would say. What? I actually, I'd prefer not to die.Swyx [00:22:51]: Yeah, exactly.Anjney [00:22:52]: But I think two bipartisan issues, I think two issues that should be bipartisan in America are how do we empower patients to make the right clinical decisions at the end of their life, such that we're reducing the taxpayer burden with science? It's just good old science, and AI can help here. And the second is, net positive data centers, ‘cause I think that's the biggest critical bottleneck on training and good enough AI models to help people at the end of their life. So there's sort of two sides of the, of the same scaling bottleneck curve, but those two, we formed AMP as a public benefit corporation. My wife and I, who you've met, you've met Viv. Her passion is education. Her family is a long line of educators and so on, and, of physicists. And so this class is my attempt to stop being the black sheep of the family and be a, an educator. But if I'm not educating, the thing I would be doing is working, on these two problems, whether on the political spectrum or as a researcher back at, in some lab. And my hope is if anyone's listening to this podcast, if they're passionate about either of those two topics, I'd love to hear from them. We'll, we'll we can share the contact in the show notes, but, we're looking for people to join both of those missions on the, on the political side as well as on the medical side, on the research side.Frontier Systems, Output Maxing, and AlignmentSwyx [00:24:08]: You said, this is a discipline that you want to form. You call it's called variously called Frontier System. It's variously called One Person Frontier Lab. What is the ideal name or shape of this? Like the, what is the mission?Anjney [00:24:24]: Of the class?Swyx [00:24:26]: Of the discipline that you're, exploring, right? I The class is called Frontier Systems. But like for me, maybe one phrase is you're, you're just anti-waste, right? Which is wasting GPUs, wasting in human and Medicare. But is there, is there a broader theme that I'm, that maybe you can encapsulate more succinctly?Anjney [00:24:45]: Yeah. The, from an engineering perspective, it's very simple. It's output maxing. It's the, it's the department of output maxing.Swyx [00:24:51]: Making the most of what we have.Anjney [00:24:52]: Exactly. I'm a huge believer in optimal outcomes. I think both in America and other countries, we are losing our appreciation for nuance, and this is the thing of And AI is the same case, right? Oh, the bitter lesson holds. Okay, fine. But that doesn't mean you just like throw 500 GB300, 500,000 GB300s at your suboptimal model scaling and you waste a bunch of compute. It also doesn't mean that, the most optimal is to have like 50 different architectures where there isn't enough standardization. One of the reasons Anthropic has had extraordinary sort of velocity is ‘cause they picked the transform architecture and said, “This is simple. Let's double down on it,” right? And now luckily there's enough investment going to the space that we can afford other architectures, but at the time, investment was just too fragmented into other architectures, so that arguably unlocked scaling. So I think there's a philosophy. I think we all owe it to ourselves to do output maxing with a new capability called AI on a global level. I think if I was starting a new department at Stanford, depending on how fuzzy or technical I wanted to be, I'd probably call it the Department of Alignment. Like-Swyx [00:25:59]: It's an overloaded termAnjney [00:26:01]: But it is, But alignment really Is a hard problem. And I think when you unlock it, full stack alignment is super hard in any organization and in any system. Like in a, in a venture capital firm, if you can have full stack alignment between your limited partners and your, the founders who are creating the value and ultimately the public that owns the IPO stock, that is a gift that keeps giving. And when you study the history of these systems, when they start off, they usually start out small scale where the feedback loop is actually so tight that there's alignment. And then the more you try to scale, the more division of labor happens, the more specialization happens, and at each step you add abstractions. And wherever there's an API interface, there's like loss. There's communication loss. And so I think a really cool thing would be for us to figure out is there a way for us to have our cake and eat it too as an engineering discipline? Is there a way to actually scale up and scale out Without losing any alignment, without lossy transmission?Swyx [00:27:01]: You mean standards?Anjney [00:27:02]: So standards is one way. The other way is you just have net new capabilities. So like what we're trying to do here is discover new superconductors. A room temperature superconductor would be a lossless transmission mechanism for energy. We would have flying cars. We are right within a few years of having a new room temperature superconductor. So I think those are the two. You either have to standardize On protocols or API specs that allow lossless communication, or you can come up with a whole new capability that unlocks so much abundance, the standardization doesn't matter ‘cause you just unlock net new capacity. This, the, so this is what I spend my days thinking about these days.Compute Markets, SF Compute, and Non-NVIDIA ChipsSwyx [00:27:38]: No, I think every infra person at, who wants scale and wants to output max does eventually end up thinking about this. We don't have time to go into it, but we have done an episode with SF Compute-Anjney [00:27:50]: Oh, coolSwyx [00:27:50]: That is trying to standardize The futures contract for compute. I don't, I don't know how that's going by the way, but like at some point this will be public.Anjney [00:27:57]: Oh, I think Evan is awesome and SF Compute is the kind of effort that I hope we can accelerate because what often happens is these exchanges are very hard to get, they, it's hard to bootstrap them, right? Because they often require-- There's many inefficiencies between parties. There's trust boundary inefficiencies in infrastructure because you don't trust, one part of the stack doesn't trust another part of the stack to give them visibility. There's capital markets inefficiencies, there's operational efficiencies. So if you can inject like a single shock to the system of a ton of compute demand or supply, then you can accelerate, these new flywheels. And so my hope is one day, or soon, if SF Compute needs extra like has excess capacity, they just hook it up to the grid and they get flooded with demand from us. And on the other side, if they have a ton of demand but they don't have supply, they just again hook up to the grid and it's a two-way protocol where they can just hook up to our capacity. And I don't think we're too far from that. Today our working implementation of it is mostly through a group of labs, universities, and a few sort of trusted parties who are, who all feel like they're in alignment to borrow an over sort of used word. But our hope is to just have it be an open protocol that anyone can hook up to on-Swyx [00:29:20]: Hook up for demand or hook up for supply? In primarily demand, it sounds like. Like you-Anjney [00:29:25]: No, bothSwyx [00:29:26]: You would want to offer demand.Anjney [00:29:27]: Both. Yeah. Unfortunately, what's happened in the last six weeks is, we thought we'd have a bunch of excess capacity by the end of this year. It's all gone.Swyx [00:29:37]: It's exploding.Anjney [00:29:38]: It, yeah. It's all gone. And so I have, my text messages are full of friends, we know many of these people, these are founders who've raised billions of dollars in San Francisco going, “Oh, any chance you have like 50 nodes in the next few weeks?”Swyx [00:29:51]: What is the scope for, non-Nvidia, right? You have Lisa Su coming and, Rainer Pope as well. And so There is a lot of demand for, more performance Alternative architectures and all that. At the same time, this hurts your standardization.Anjney [00:30:11]: I don't think so. So actually Rainer's a great example, right? Rainer is a CEO and founder of, MatX. I actually had him by for office hours in the class earlier today, and there was an insight he brought up that I hadn't considered before, which is when they decided to pick the standard For their data center, they picked the NVIDIA reference architecture. So the MatX chips Just plug in to any site that has an NVIDIA bring up planned. And, the-Swyx [00:30:42]: It's just software then. It's, it's not the-Anjney [00:30:44]: A-Swyx [00:30:44]: Hardware.Anjney [00:30:46]: Well, from an input and IO perspective It's the same footprint as an NVIDIA rack.Swyx [00:30:52]: That makes sense.Anjney [00:30:53]: Where they have done, innovated a bunch from what I can tell is on systems co-design. Which is where a lot of the gains are to be had. And so he picked He was “Anjney, we, there's just so much work to do when you're building a new chip company.”Swyx [00:31:08]: Can't fight every front.Anjney [00:31:08]: You just can't fight on every front. So my question to him was, “Well, you're working on this new chip. Their tape-out is next year. What, who are you going to partner with to host the chips?” And he said, “Whoever will host them. That's just not, that's not my focus.” And I said, “But how did you “ you decided back to our earlier systems design question, he decided that, he didn't want to be a full, fully integrated chip provider. The bottleneck they're focused on is the logic die, and they, he feels they can crank out a ton of performance gains through co-design there. But then that means you delegate, to our question earlier, it, you he's the data center provider is a different part of the stack, and so then he's dependent on that part of the ecosystem to host his chips to get the performance gains to the customer. So now you have another abstraction, and you might have loss. So I asked him, “How do you prevent loss?” And back to your point, he said, “I just picked the NVIDIA standard ‘cause I didn't want to Like I wanted to piggyback off of an existing protocol.” And that, what's great about NVIDIA is that reference architecture is known.Swyx [00:32:15]: Open.Anjney [00:32:15]: It's open. They've published it. So Jensen's actually enabled someone like Rainer to build a chip company like MatX, and I don't see them as competitive. The compute demand is so high. Like, I don't I think NVIDIA's not able to meet the demands of production, so we just need more chips. And I think it's very smart what MatX has done, which is say, “We're just going to we're not going to innovate on the data center design ‘cause actually, thank you, Jensen, you've done all the hard work. Where we can innovate is somewhere else.” And I think that's, that's very healthy. I think that's how we unblock new bottlenecks. And my view is these, the, chip teams like MatX, who have arrived at the insight that co-design is the way, The primary bottleneck for them is trust boundary. To do co-design well, you need visibility into the next model generation as soon as possible ‘cause it takes two years to tape out. So if by the time I bring my chip to market, your model architecture's changed, I'm host. Now, when he was inside Google, he was sitting next to the Gemini team. He was on Palm or whatever.Trust Boundaries, Co-Design, and Researcher CEOsSwyx [00:33:19]: His co-founder was the, was one, was one of the Palm guys, I think.Anjney [00:33:23]: Yes. Yes, exactly. So when you're inside the trust boundary of Google, then your systems co-design loop is super tight. When you leave as a founder, one of the biggest risks you take is now you're outside the trust boundary. And so what I love doing is helping chip teams who can help us unlock more capacity for the independent ecosystem access to trust. Because when I If I've been, involved with a lab from day one, and I was lucky enough to work with Anthropic, and then I'm on the board of Mistral and helped Black Forest Labs get started. I think at this point I'm on six or seven different teams.Swyx [00:33:57]: Only six? I feel like my mental number was going to be 13, but yeah, it's-Anjney [00:34:02]: No, I go deep with one at a time.Swyx [00:34:04]: You're founding CEO of Arena.Anjney [00:34:07]: Nah, that was an, that was an-Swyx [00:34:08]: Administrative CEOAnjney [00:34:09]: It was an administrative five-month gig where Whalen and Anastasios were graduating from their PhDs, and they didn't need a product team. So I helped recruit the head of engineering product and design. But Anastasios has always been the CEO of that company. I played a pinch-hitting I'm an intern. I was CEO intern For five months. -Swyx [00:34:33]: I interviewed him, and he's he's very well-spoken. I think he's a debate, former debate, champion. But also very quantitative and mathematical, which is-Anjney [00:34:41]: He-Swyx [00:34:41]: Such a unicorn.Anjney [00:34:43]: See, what's amazing about him? If you look at his output, he's an output maxer. By the time he was graduating from his PhD, which he only graduated last year, he had published more work with a citation count than, people twice his age. But at the same time, he'd already started a project called LLM Arena that was being used by millions of people As a side project. And time and time again, what I've realized is venture capitalists suck at seeing human beings as, dynamic agents where-Swyx [00:35:14]: They want to put you in a boxAnjney [00:35:15]: They want to put you in a box.Swyx [00:35:15]: This is your thing.Anjney [00:35:16]: So the first time I got introduced to Anastasios, somebody had told me “Oh, he's amazing, but he's a researcher.” I was “what? What do you mean he's a researcher?” That's what-Swyx [00:35:28]: Like he's not a CEO, not a founder.Anjney [00:35:29]: Not a CEO, exactly. I was “Are you crazy? Do you Have you met Dario?” Dario's a scientist. He's gone from zero to, what will soon be a trillion-dollar company in four years. Being a CEO, nominally speaking, is not that hard. Being a good CEO is hard. Being a great CEO actually requires a level of performance that scientists who have already published at the top of their field have accomplished. It is super hard to be a competitive scientist. To publish in academia over the last 20, 30 years, to make it to the top of your discipline at a place like Berkeley, you are a star athlete. Like, you are an athlete of the mind, and you perform at the highest levels. And to get there, whether you're, Anastasios or Whalen at Berkeley, or you are Robin, who-Swyx [00:36:23]: BFL, yeahAnjney [00:36:24]: With Black Forest, who created Stable Diffusion, or if you're, like Guillaume at Meta, who created Llama before he started Mistral. The amount of human leadership you have to demonstrate to get the resources, like get the trust of the organization, publish it, put it up. I would just fund researchers all day Right? If who have contributed already to the field. If they've, if they've put SOTA out there, they're, they're star athletes already. If they haven't done SOTA Look, they can still be good CEOs, but then I find the failure mode is that they just don't want to be CEOs, they primarily want to publish, and that's okay, too. One of the things we do with the AMP Grid is we donate excess compute. We have two nonprofits, like university labs. We carved out like a couple thousand H100s. But I do think there's extraordinary research being done on university campuses. My father-in-law's a physicist. He's a professor. Extraordinary work in physics, and we need that. But if you want to be a CEO, what you need to be willing To do is be super confrontational, outside of science. Like within the scientific community, some of the best researchers are very confrontational about their convictions, right? This architecture is right. To be a great CEO, you basically have to be willing to be confrontational up and down the stack.Swyx [00:37:41]: To your own team.Anjney [00:37:42]: To your own team-Swyx [00:37:43]: To customersAnjney [00:37:43]: Hiring, recruiting customers. Well, I would say, Yeah, pretty much to everyone Everybody. Of course-Swyx [00:37:50]: I see, I feel a little bit of that in my own work, but yeah, I can't imagine the stakes that Dario has had to go through. It's, it's pretty insane.Anjney [00:37:56]: No, I don't think the stakes are that different From how you're feeling it, right? Stakes are personal scaling vectors, right? The stakes that seem so low to you, like having this podcast where you can talk to somebody and just have a you're an extraordinary communicator, right? Like already in this conversation, you've pulled more out of me than most people, and I've been on 12 podcasts in the last two weeks.AI Coachella and First-Principles ThinkingSwyx [00:38:17]: I think I, we've just seen each other enough that there's some base trust.Anjney [00:38:20]: There's base trust.Swyx [00:38:20]: And I think, and I know that you, that I've done my homework and like I know that trust is a big deal for you, so.Anjney [00:38:27]: I think trust is about consistency, and you and I have seen each other In the community for years, right? Like, I remember the first time we met was at NeurIPS in New Orleans. I don't know if you remember that, luncheon.Swyx [00:38:38]: Oh my God.Anjney [00:38:39]: Reiko had set up this Reiko's amazing, and he set up this luncheon and-Swyx [00:38:43]: Yeah, I was “Who's this Discord guy?” I'm “Okay.” But-Anjney [00:38:45]: No, you weren't-Swyx [00:38:46]: You were just “You made some investments.”Anjney [00:38:47]: You were much less polite. You were “Who's this VC?” You're like-Swyx [00:38:51]: No, I Was I? Oh my God.Anjney [00:38:53]: It was-Swyx [00:38:53]: I'm so sorryAnjney [00:38:53]: It was visible on your face.Swyx [00:38:54]: I'm so sorry. But you weren't, you weren't The introduction was bad. I was I didn't know who you were.Anjney [00:39:00]: The, see, this is the thing about context, right? Like, but then I think I heard your accent. And I was “Are you-”Swyx [00:39:06]: Singapore, yeahAnjney [00:39:06]: “Are you Singaporean?” And you're “Yeah.” And I said, “I went to high school, JC, in Singapore.” And then the ice broke. But This is the there are in the scientific community, sometimes the stakes are very high for people who haven't had the emotional, what is called EQ Coaching and mentorship, right? Which is like to have scientific impact, you often need to be a extraordinary emotional, like emotionally in tune person with the folks you're trying to influence. And so what comes so naturally to you is actually a super high stakes thing to other people. And so I wouldn't assume that Dario's more stressed out than you. These things are you'd be surprised how similar and small sometimes the problems are to you That some of the world's biggest, leaders are facing. And that's what I've learned from this class. The guest speakers are Sam, Satya, Jensen.Swyx [00:40:01]: AI Coachella.Anjney [00:40:02]: Yeah. It's AI Coachella, right? So we got to get all the headliners, and they're I'm very lucky that some of these people have either mentored me over the years or I've done business with them. And when you, take the performative stuff out and any assumptions you may have about these people that you read in the press or on Twitter, We're all just humans. We're all trying to get along. And what's so special about this moment is AI is forcing, like scaling, the bitter lesson is forcing a lot of people to revise their assumptions for how the world works and go back to first principles or go and educate themselves. So the kind of people I was, I won't name who this person is, but I was at an event last week in Texas and, ran to somebody who said, “Anjney, I came across the class. What do you think about real time action prediction models?” And I was, don't know how happy it made me feel when they asked me that question. I know they've done the work. They've challenged themselves. I'm, they didn't ask me, “What do you think of world models?” They said, “What do you think of n-”Swyx [00:41:04]: Real time action predictionAnjney [00:41:05]: “action, real time action prediction models?” World models, don't get me wrong, are cool and everything, but you and I both know that is a layer of abstraction that is sometimes not usefully precise enough. Right? Ours-Swyx [00:41:16]: There's like four different kinds of world models.Anjney [00:41:17]: Yes, exactly.Swyx [00:41:18]: We've done the part with general intuition, by the way, which is very focused on, -Anjney [00:41:22]: Oh, cool. Yes. I love Pim. Pim is great. And this is what I love about people who've done that level of work. They realize they're not in competition with people who the rest of the world thinks they're in competition with.Swyx [00:41:34]: Because they're not in the category, they're in the specific thing they're trying to do.Anjney [00:41:37]: They're focused on their mission, and they have a systems understanding of the bottleneck they're trying to solve. And when somebody else says, “I'm working on real time, action prediction models too,” Pim goes, “Oh, I love that person. I want, I can learn from them.” But the minute they're “Oh, that person's a world model person,” it's “like which type of world model person?” But mostly they're just trying to figure out if it's a waste of their time, because we don't have enough time. So, Pim, for example, is super, loves this other company I work with we've talked about called Black Forest Labs. And he's mentioned to me multiple times that he's so, He thinks what Flux is doing is really cool. Andy Blattman came by and spoke in the class. And what I find over and over again is for people who do the work, who can be usefully precise enough about like what is actually going on in the world of frontier research, The sense of camaraderie is still well and alive, but it gets lost sometimes when you have to like abstract The technical complexities in, business terms And then the VCs are “How are you different from that world model?” I'm going to say Where do I even start to explain this stuff? And then the misalignment creeps in.Leading vs. Winning in Frontier AISwyx [00:42:43]: This is good. Yeah, I think, people listening get a sense of, what it is like to operate at a real level, like yourself, rather than at, the journalist level, where you have to sort of put everyone in, a rough category and create a narrative of competition, and who's winning today, who's behind.Anjney [00:42:58]: It-- this idea of winning is so Weird to me.Swyx [00:43:03]: You do want to win. You want you want competitiveness.Anjney [00:43:06]: No, I think you want to lead.Swyx [00:43:07]: You want SOTA.Anjney [00:43:07]: No, I think you want to lead. Yes, so you want to push the frontier. You want to push the SOTA. You want to do something that hasn't been done before. You want to capture value, but you don't want to capture so much value that, people think you're unaligned with your mission or trying to do what's best for the world. You want to capture enough value that you can keep innovating, right? And I think that people want to lead, they don't really This idea of winning and losing, again, I love Jensen. He's a, he's a leader. The mindset that he talked about on Dwarkesh's podcast, right? He's “I didn't wake up with a loser mindset.” I think that was awesome, right? Because he's, he's an engineer. Dwarkesh has done the work. So there's at least-- even though the, to me, it was very obvious they're talking about the same thing, they just passed each other. They just had to basically, Jensen has this, five-layer cake abstraction of how the industry works. And Dwarkesh had, I think from that podcast, had more of, a pre-training, mid-training, post-training systems loop concept.Swyx [00:44:04]: It's just a factor of who he talks to, right? Again, it's very clear.Anjney [00:44:06]: It's the systems It's the abstraction, the mental models, the It's the whole-- Dude, so much of the problem in the world is reasoning by analogy. And then the assumptions that are held invisibly.Swyx [00:44:19]: Yeah, I've, I've said, this is actually the best time in human history for first principles thinkers. Because everything you think will happen is actually now coming true.Anjney [00:44:28]: Correct. And the venture capital community is, notorious for this, where people look-- In times of uncertainty, they, cling to axioms that ended up being true from the previous era, and they kind of like proclaim them with confidence as if they're truths, but they're not. And it's very important to see the distinction between a heuristic and an axiom. An axiom can be proven-Swyx [00:44:55]: Like from internal consistency point of viewAnjney [00:44:56]: With internal consistency. A heuristic is a way you kind of a shortcut. And my God, the number of people I have had to put up with over the last few years who proclaim-- use heuristics As axioms to judge people, to judge which companies are going to succeed or the number of people who are “Oh, yeah, Anthropic, they're just training models right now,” but this one continue.Swyx [00:45:22]: Because that's a B2B SaaS?Anjney [00:45:23]: Yeah, the, like Which over the fullness of time, if you squint at it, maybe. But the way you arrive there is so important that you can-- you just, you can dismiss people. Here's what happened, right? What happened is Anthropic basically achieved takeoff in October of last year. That training run-Swyx [00:45:41]: Whatever, three seven?Anjney [00:45:42]: I forget the numbers now, but whatever that checkpoint was-Swyx [00:45:45]: We saw the cognition.Anjney [00:45:46]: Yeah. Right? You probably-- The, to those of us in the community, especially once post-training was done and it was released in December-Swyx [00:45:52]: Yeah. Can I sneak a sneaky question in there? I don't know if you have a perspective, maybe you don't, I just The number one question is how did Anthropic crack coding, right? Because Claude One, Claude Two, okay, like it was part of it, but it wasn't a big deal. And the leading hypothesis, it's a lucky dice roll that was then compounded, right? Like it was like Mildly better, but then they saw it and they were “Okay, let's really invest.”How Anthropic Cracked CodingAnjney [00:46:17]: I had this very annoying teacher. I went to this boarding school called Rishi Valley in India, which is like this, bird preserve. It's like three hundred and fifty acres of bird preserve in rural India, and there was no technology for seven years. There was this teacher, I won't name them, but they would have this-- I hated it every time he said this to me. He was “Luck fa-favors the prepared mind,” which is like a common saying, but the way he delivered it, always grated me, ‘cause he was always I was always one of those kids who got, a good grade without trying very hard. ‘Cause like high middle school is not that hard if you, if you're generally, paying attention and so on. And there was this one time where I-- But then I would get an eighty percent grade, and he would keep pushing me to say “The reason you didn't get the ninety-five plus percent is because you're not that lucky.” And I would say, “What do you mean?” ‘Cause I would think that I deserved that grade, and I would sometimes argue with him. And he'd say, “You didn't have a prepared mind. If you want to get lucky again “ There was basically one time where I got like ninety-five or ninety-six on this, on this subject, and I, now that I felt entitled. I was “Okay, I'm going to keep doing this,” and I didn't. And then he was “Luck favors a prepared mind. You got lucky last time, but you got to stay prepared.” And I didn't understand what he meant. Now, as I'm older, I'm okay, these adults actually knew a thing or two. Anthropic has been the most prepared company for four years. And so then when the right, context data comes in, the right developers start sending in, the right context diffs, Sure, you could say you got lucky, but if you ask me, they're pr-pretty damn prepared with paranoia for like four years. And you have to remember, it was so hard for them to get going early on that they had to do so much more with so much less that you just have to be prepared to be so efficient.Swyx [00:48:06]: Yes. There's numbers on their burn compared to OpenAI. I've, I've written about it, but they are so much more efficient in their, in their tech stack.Anjney [00:48:14]: It's not even It's not funny.Swyx [00:48:14]: Not even close.Anjney [00:48:15]: Yeah. But it's so clear, right? Like how to output max for the world. They have been prepared, and you could call that luck, but Luck favors the prepared mind.Culture, Hardship, and Anthropic's P0Swyx [00:48:25]: This is one of those things that I was going over some of your old lectures and, you were data, people think it's a moat and actually it's culture and actually it's team Actually. And I, it's-- there's different levels of moats, and this is the ultimate one that determines everything else. Which you can then compoundAnjney [00:48:43]: You're saying culture is the ultimate moat? Yeah. But the thing about culture is it's very fragile. So moats, I don't think they're-- there's very few moats I found that are actually moats. They're-- It's, it's a nice concept, but in reality, you have to replenish your culture. Ben Horowitz was, the speaker in CS153 on Tuesday, and I asked him this question about the culture bottleneck in teams because, there are several AI teams-Swyx [00:49:09]: His book, Hard Things About Hard ThingsAnjney [00:49:11]: Hard Thing About Hard Things. But more concretely, there are so many AI labs today that have all the cash they need, they have all the compute they need, and they're still not able to ship anything SOTA. And then you start seeing people leave and so on, and my diagnosis, it's, is it's the culture. And so I asked him, Ben, they're-- He's been one of the most aggressive investors in AI labs. He goes back to this thing which resonates in my mind a lot. It-- When I used to work at a16z, I would, book a conference room, and right outside the conference room, which is closest to the toilet ‘cause it was the fastest way for me to go use the bathroom between Zoom meetings-Swyx [00:49:45]: Oh my God, I'll put maxing my toilet optimization. Okay, never mind.Anjney [00:49:48]: It was not healthy in hindsight, but maybe this is TMI. But anyway, outside that conference on the wall was this quote that was printed that said, “Culture is not a set of beliefs, it's a set of actions.” And it's by Bushido, is this, Japanese philosopher. And if you stop taking the actions that demonstrate the mission alignment to what you've said to your team and to your-- the world matters to you, then your culture starts to fray. So it's not actually a moat, I would say. It's a very brittle, fragile thing that requires daily tending to like a garden. But if you figure out the system to keep that garden tended, which I think ultimately comes down to knowing yourself ‘cause you most naturally, if you're authentic and so on, you'll naturally make trade-offs that seem effortless to you, but that reinforce your culture. And then That becomes this very hard thing for other people to catch up to. And at Anthropic, from day one, there was this mission like-- missionary like zeal and belief that, hey, these capabilities will scale. These systems are stochastic, not deterministic. There will be error bars, and until we crack interpretability, there's risk. And at some point, people will go-- stop using Claude just for coding. They'll use it in some mission-critical context where there's-- it'll throw off a bug, and then people are going to come blame them, and they want to be on the right side of history where they said, “Yes, this is a powerful technology. We think it's going to change the world, And we want to be very measured and scientific about the fact that, ‘Hey, guys, these are stats models, statistical models.' That's how statistics works.” ultimately, when you're training neural nets, it is just a statistical system. And I think that Belief that safety is important and that it might seem toy-like in the early days, and sometimes, you could say, “Anjney, they totally over-exaggerated the risk,” like two years ago when they said, “Let's not launch Claude One,” or whatever. Well, okay, maybe in hindsight, but hindsight is twenty/twenty. And at the time, they didn't know how that model would be used, and to them it felt existential if somebody came and said, “You weren't responsible. It-- This wrote a bug.” The liability associated with that is massive. So how do you prevent against that? Well, day in, day out, you say safety. And when you start deviating from that, you have the team hold you accountable, you have the world hold you accountable, and I think that becomes a moat over time. At some point, that moat will get challenged and so on, and then it become fragile. I hope it endures because that's the beauty of having founders run the show, ‘cause they can make really hard trade-offs to do mission alignment. The hardest part is in the earliest days when you don't have a group of people who are going through difficulty, stress, crisis together, then your culture doesn't get defined sharply enough, and that's what I'm worried about right now, is there's so much money going to these labs. There's no hardship. There's no-Swyx [00:52:50]: To anyone who knowsAnjney [00:52:51]: There's no to anyone who knows. And that, in hindsight, was a feature, not a bug for Anthropic. The number of people who said no, the number of people who said, “Sorry, we're all doing investors in OpenAI,” that is competitive difference. It forces you to really understand, what is the hill you want to die on at the expense of everything else. What's the P zero? And there, P zero from day one was coding. The reason, the mechanism system there was if we crack coding, Then we will crack AGI. Our mission is AGI. We want to get there safely. If we focus on codin
Après la première journée de phase de poules, la Coupe du monde 2026 a livré ses premiers enseignements. Certains favoris, comme la France ou l'Argentine ont répondu présent tandis que d'autres, tels que l'Espagne ou le Portugal, ont déçu. Entre Kylian Mbappé, Lionel Messi et Harry Kane, le duel des buteurs est lancé. Entre confirmations et surprises, les nations africaines et asiatiques ont aussi fait parler d'elles. Dans ce nouvel épisode d'On refait le match, la quotidienne, Éric Silvestro, Jano Rességuié et Raphaël Vantard tirent le bilan de la première journée de la phase de poules du Mondial 2026.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.
Der erste Spieltag der WM 2026 ist durch und wir blicken zusammen mit dem heutigen Gast Moderator Matthias Esch zurück auf die großen Tops und Flops. Wer hat abgeliefert? Wer hat sich blamiert? Wie geht es mit der deutschen Mannschaft weiter? Und warum ist Cristiano Ronaldo nur noch peinlich?Matthias findet ihr hier:https://www.instagram.com/matthias_esch/ Ihr habt Bock bekommen auf HOLY? Eure Alternative zu ungesunden Soft- und Energydrinks! Dann nutzt doch unsere Rabattcodes und spart bei eurer nächsten Bestellung:FRITZSTROH5 (5€ Rabatt auf die erste Bestellung)FRITZSTROH (10% Rabatt auf alles, auch für Bestandskunden)Nutzt unseren Link und ab dafür in den Warenkorb: https://weareholy.com/fritzstroh/tryMit dem Code „FRITZUNDSTROH“ bekommt ihr bei unserem Partner Matchday Nutrition - Sportnahrung extra für Fussballer - maximalen Rabatt im Shop: http://bit.ly/fritzundstrohpodcast---------------Wöchentlicher Fussball-Podcast mit Max Fritzsching & Michael Strohmaier! Rückblick & Highlights vom Bundesliga-Spieltag und auch ein bisschen 2. Bundesliga - jeden Sonntag neu!Auch als YouTube-Show verfügbar: www.youtube.com/@fritzundstroh_fussballshowAußerdem sind wir zurück auf Twitch: https://www.twitch.tv/fritzundstroh Clips, Memes und vieles mehr auf Social Media!Instagram: www.instagram.com/fritzundstroh_fussballshow/TikTok: www.tiktok.com/@fritzundstrohX (Twitter): www.x.com/FRITZUNDSTROH---------------Managed by Scaling GmbHBusiness-Anfragen an: info@scaling-agentur.de Hosted on Acast. See acast.com/privacy for more information.
Hey yall, Alex here, let me catch you up! I came back from vacation expecting to cover Fable 5 after a week of using it. The first two days after we all first got access to a Mythos level model were super exciting! But then the news hit, US Government issued an order banning Anthropic from giving access to Fable 5 and Mythos 5 to any foreign national, causing Anthropic to pull the models completely (even internally to their employees!). So, this wasn't the show I planned, but it turned into a great show about Open Source, as two models hit the top rankings and are both MIT licence, filling a Fable shaped hole in our hearts!GLM released 5.2 with folks really excited about it web building capabilities, and Kimi 2.7 Code released (and is available on CW Inference with crazy speeds!). We also saw the SpaceX IPO and Cursor $60B acquisition, Noam Shazeer joining Open and Midjourney, the image company, launching a new Ultrasound full body scanner to kill MRIs! Great show today with Dexter Horthy from HumanLayer, Chris Van Pelt and Adrian Swanberg from W&B announcing our new product HiveMind and Tanishq Abraham came back to help cover Midjourney's new Ultrasound scanner! Let's dive in!ThursdAI - Highest signal weekly AI news show is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.The US Government bans Fable 5! (X, Anthropic statement)Here's a story in 3 parts: * Anthropic announces Mythos 5 preview - saying that this model is to dangerous to release, and only gives corporations access to it via project GlassWing. * Anthropic works hard on limitations and safery and releases Fable 5 (same weights as Mythos 5) built with guardrails so strong it refuses to do any cybersecurity tasks and switches back to Opus frequently* US Government receives a tip (reportedly from Amazon) that Fable 5 can be jailbroken to do cybersecurity tasks, and issues an order to Anthropic, citing national security concerns, banning them from giving access to Fable 5 and Mythos 5 to any foreign national, causing Anthropic to pull the models completely (even internally to their employees!)This is the first time that we see the US Government directly intervene in the AI space and restrict access to frontier models. The most updated reporting on this I could find is that Anthropic and US Government officials are in the process of negotiating a safe release framework. Given that preventing all jailbreaks is impossible, I hope they will land on a solution that gives me Fable 5 back!This hit especially hard because last week we were all high on Fable. Not in the usual AI Twitter benchmark sense, in the actual “oh, this is a different level” sense. Me and my wife Fable maxxed throughout our flight to Vacation. Peter had saved outputs he kept going back to because other models suddenly felt like a step down. Dexter later said it was the closest he had felt in a while to the old “I need to keep prompting this thing overnight” feeling.Peter Gostev made a point that stuck with me. It's easy for us in the bubble to call this ridiculous, and on the technical merits it kind of is. But if you've spent weeks telling normal people “this thing is like a nuclear weapon, it'll take everyone's jobs,” and then someone asks “okay, can you make it safe?” and the answer is “no, I can't,” then you can see how an outsider lands on “well, maybe you shouldn't have it.” His takeaway, and I agree: we need to be way more careful with the imagery we use, because the nuclear-weapon framing came home to roost.The bigger questions are the scary ones. Wolfram framed it as a sovereign AI wake-up call, and he's right. For the first time we're seeing a real gap in intelligence available to people based on their nationality. Imagine building a company on a model that an outside government can switch off with one letter. Peter pointed out it's commercially bad for the US but completely disastrous for Europe, which has basically one frontier lab and a pile of startups that suddenly look very exposed. And there's the obvious irony Nisten enjoyed a little too much: the Europeans who spent years lecturing everyone about AI restrictions just got restrictions imposed on them.If anyone in the government is listening: we want Fable back, please.SpaceX IPOs and acquires Cursor for $60B (X)SpaceX went and did the largest IPO in the history of the world, around seventy-five billion dollars, which on a roughly two-trillion-dollar valuation made Elon the first trillionaire. (Did anything materially change for him? No. He can still fly his private plane. There's nothing left to buy.) Three days later, SpaceX exercised its option and bought Cursor (Anysphere) for sixty billion dollars in an all-stock deal, paid in shares minted at the IPO and now trading around $211. The four Cursor co-founders are all billionaires now. Largest software acquisition ever, and for SpaceX it's barely a blip on the radar.Why are we covering a stock-market story? Because it's not really a coding-tools story, it's an AI story. Cursor gave away its IDE to a lot of people while collecting their data, then quietly became a training company with Composer. SpaceX/xAI was always strong on compute and weak on code, and the missing ingredient was exactly that kind of data. Now Composer 2.5 is already showing up rebranded inside the xAI stack, and if you pay for X Premium you can use it. Composer 3, trained on the Memphis supercluster, is reportedly coming very soon and is going to hit hard.Nisten's take was the spicy one. For the data alone it's worth it, because xAI now has insight into how essentially every enterprise that touched Cursor operates. And he had zero sympathy for the companies that assumed “no data retention for training” meant the data was actually gone. We see in legal cases all the time that deleted data is still there. His view: it should have gone open source.Cursor has over a million paying customers, $2.6 billion in revenue, projected to hit $6 to $10 billion by end of 2026. But here's the thing that matters for us, the AI coding angle. Cursor was one of Anthropic's biggest revenue pipelines because Composer runs on Claude under the hood. That pipeline is now owned by xAI. They're already jointly training Grok 4.3, a 1.5 trillion parameter model, with Cursor's proprietary coding data injected directly into pre-training, not fine-tuning. Pre-training. That's a fundamentally different thing. Composer 2.5 was already Pareto dominant on coding benchmarks before the deal closed. Now pair that with Colossus, the biggest GPU cluster in the world.Will this be enough to put XAI (now SpaceXAI) at the frontline of the AI race? Will Grok 5 be Fable level code? We'll find out. Either way, this is the most consequential AI acquisition we've seen. Period.Open Source AI GLM-5.2 takes the open source crown (X, Blog, HF, Docs)Z.ai dropped GLM-5.2 and it's now the strongest open source model for coding and long-horizon work. The headline number: 74.4% on FrontierSWE, which measures whether an agent can finish full engineering projects over hours. That trails Opus 4.8 by about one point and beats GPT-5.5. On Terminal-Bench 2.1 it jumps to 81% from GLM-5.1's 63.5%, which is a big leap. It's a 753B parameter MoE, MIT licensed, no regional restrictions, weights on HuggingFace. The 1M context window is real and usable, backed by a clever IndexShare technique that cuts per-token FLOPs by about 2.9x at full context. People are reporting roughly 8x cost savings versus Opus 4.8 for comparable quality on real coding tasks.The most interesting thing on the show was that this was a confusing release, in a good way. Peter put it well: normally a catching-up lab ships cherry-picked benchmarks and then independent testing deflates them. Here it's the opposite, almost every benchmark holds up, even crossing above Fable at certain points, and yet when he actually used it over a couple of days he wasn't blown away. His verdict, and I think it's the calibration we needed: this is clearly an amazing model, and the fact that it's open and you can run it is incredible, but it is nowhere near Fable, and it would frankly be implausible if a 700-odd-billion-parameter model matched a model that's rumored to be in the trillions. Though, I think the comparison to Fable is really really unfair, and the comments online seem to suggest that 5.2 from GLM is a banger model. Just looking at this Harvey benchmark on legal tasks from Vals, a benchmark that there's 0 chance Z.ai folks have seen! GLM 5.2 scores #3 on this benchmark! Just after Fable and Opus, and per TeorTaxes on X, previous GLM 5.1 scored an absolute 0% on this one! Where it genuinely shines is design. On Design Arena, which is a head-to-head ELO vote, people have been picking GLM-5.2's website designs over Fable's by a real margin (around 1360 to 1350). LDJ's framing is the one I buy: specialization is becoming valuable again, and GLM is clearly leaning into front-end design and taste. Wolfram added the necessary asterisk, every benchmark only tells you the model did well on that specific test, so “as good as Fable” should always carry the “on this benchmark, with these tasks” disclaimer. Fair. I'd just say this: I don't want to compare everything to Fable, because we can't even use Fable anymore. Compared to the models we can actually touch, GLM-5.2 is a fantastic deal.Kimi K2.7 Code from Moonshot (X, HF, Announcement)The other big drop. Kimi is the darling of open source while we wait on DeepSeek, and Moonshot shipped K2.7 Code, a 1 trillion parameter MoE built specifically for coding, available through Kimi Code and the API, with a modified MIT license. The standout for me isn't a single benchmark, it's efficiency: roughly 30% fewer reasoning tokens than K2.6, which matters enormously when you're running long agentic loops that burn tokens like crazy. Benchmark jumps over K2.6 are real (+21.8% on their Code Bench v2, +11% on Program Bench), though Peter and Wolfram both noticed something odd, on a few benchmarks including their Agentic Arena, the older K2.6 actually edged out K2.7. The likely explanation is that K2.7 is narrowly trained for code with reduced reasoning, so it may trade away some general capability. Moonshot themselves recommend K2.6 for general non-coding tasks. Also worth knowing: it's not multimodal, no vision, which is a real gap for coding these days. And thinking-off isn't supported, it's reasoning-on by default.The model is available on our CW Inference, with the fastest token streaming in the industry, over 280 tok/s (Announcement, try it), with very decent pricing $0.94 - $0.19 - $4.00 (input - cached - output) per million tokens. This Week's Buzz: W&B launched HiveMind
Der erste Spieltag der WM 2026 ist durch und wir blicken zusammen mit dem heutigen Gast Moderator Matthias Esch zurück auf die großen Tops und Flops. Wer hat abgeliefert? Wer hat sich blamiert? Wie geht es mit der deutschen Mannschaft weiter? Und warum ist Cristiano Ronaldo nur noch peinlich?Matthias findet ihr hier:https://www.instagram.com/matthias_esch/ Ihr habt Bock bekommen auf HOLY? Eure Alternative zu ungesunden Soft- und Energydrinks! Dann nutzt doch unsere Rabattcodes und spart bei eurer nächsten Bestellung:FRITZSTROH5 (5€ Rabatt auf die erste Bestellung)FRITZSTROH (10% Rabatt auf alles, auch für Bestandskunden)Nutzt unseren Link und ab dafür in den Warenkorb: https://weareholy.com/fritzstroh/tryMit dem Code „FRITZUNDSTROH“ ... Dieser Podcast wird vermarktet von der Podcastbude.www.podcastbu.de - Full-Service-Podcast-Agentur - Konzeption, Produktion, Vermarktung, Distribution und Hosting.Du möchtest deinen Podcast auch kostenlos hosten und damit Geld verdienen?Dann schaue auf www.kostenlos-hosten.de und informiere dich.Dort erhältst du alle Informationen zu unseren kostenlosen Podcast-Hosting-Angeboten. kostenlos-hosten.de ist ein Produkt der Podcastbude.
Find out which 70s movies were just flops and which ones weren't box office hits but later came back to be more popular. Willy Wonka, Rocky Horror and more! Who remembers Moment By Moment?
Zwei Wander-Neulinge, ein überambitionierter Start – und Korsika, das sich von seiner ganz eigenen Seite zeigt. Stephanie und Frank erzählen von einer Reise voller schwerer Rucksäcke, unerwarteter Hindernisse und Momente, in denen Aufgeben plötzlich sehr verlockend klingt.Eine Folge über Improvisation, Durchhaltevermögen – und die Erkenntnis, dass genau solche Trips am Ende die schönsten sind.----------------------------------Über das Format "Weltwach Reiseflops":Niemand scheitert gern – auch nicht auf Reisen. Aber im Nachhinein betrachtet ergeben die kleinen (und etwas größeren) Pleiten und Pannen unterwegs oft die schönsten Erinnerungen – und amüsantesten Geschichten.Genau die gibt es in dieser Show: Weltwach-Moderator Erik Lorenz zelebriert mit seinen Gästen genüsslich Stories von großen Rückschlägen und kleinen Fettnäpfchen, von Zumutungen und schmerzhaft erlangten Einsichten, fernab von Instagramability und aalglatten Abenteuergeschichten. Warum? Weil ein bisschen Schadenfreude glücklich macht. Und weil sich immer wieder zeigt: Hinter der Niederlage lauern wertvolle Lektionen. So mündet auch das hingebungsvollste Jammern für gewöhnlich unweigerlich: in einer Liebeserklärung an das Reisen. Du hast einen wahnsinnig witzigen oder lehrreichen Reiseflop erlebt und möchtest uns davon erzählen? Großartig! Melde dich bei uns über https://weltwach.de/reiseflops/. ----------------------------------Dieser Podcast wird auch durch unsere Hörerschaft ermöglicht. Wenn du gern zuhörst, kannst du dazu beitragen, dass unsere Show auch weiterhin besteht und regelmäßig erscheint. Zum Dank erhältst du Zugriff auf unseren werbefreien Feed und auf unsere Bonusfolgen. Diese Möglichkeiten zur Unterstützung bestehen:Weltwach Supporters Club bei Steady. Du kannst ihn auch direkt über Spotify ansteuern. Alternativ kannst du bei Apple Podcasts UnterstützerIn werden.----------------------------------WERBEPARTNERhttps://linktr.ee/weltwach Hosted on Acast. See acast.com/privacy for more information.
Hollywood movies are flopping all over the place this summer. Masters of the Universe and Mandalorian and Grogu were both financial disasters, Disclosure Day isn't looking so hot, and both Supergirl and Moana could land with a thud. So what will Hollywood take away from this? Probably not the lesson they need to. Watch the podcast episodes on YouTube and all major podcast hosts including Spotify. CLOWNFISH TV is an independent, opinionated news and commentary podcast that covers Entertainment and Tech from a consumer's point of view. We talk about Gaming, Comics, Anime, TV, Movies, Animation and more. Hosted by Kneon and Geeky Sparkles. Get more news, views and reviews on Clownfish TV News - https://more.clownfishtv.com/ On YouTube - https://www.youtube.com/c/ClownfishTV On Spotify - https://open.spotify.com/show/4Tu83D1NcCmh7K1zHIedvg On Apple Podcasts - https://podcasts.apple.com/us/podcast/clownfish-tv-audio-edition/id1726838629 MORE CLOWNFISH TV - Official Merch Store: http://ClownfishMinus.com Facebook - https://facebook.com/ClownfishTV X - https://x.com/ClownfishTVcom Clownfish TV subreddit: https://www.reddit.com/r/ClownfishTVOfficial/ Disclaimer: This series is produced by Clownfish Studios and WebReef Media, and is part of ClownfishTV.com. Opinions expressed by our contributors do not necessarily reflect the views of our guests, affiliates, sponsors, or advertisers. ClownfishTV.com is an unofficial news source and has no connection to any company that we may cover. This channel and website and the content made available through this site are for educational, entertainment and informational purposes only. These so-called “fair uses” are permitted even if the use of the work would otherwise be infringing. #Hollywood #Movies #MOTU #Disney #Podcast #Commentary #News #Reaction #Gaming #Comedy #Entertainment #Hollywood #PopCulture #Tech #Anime #FYP Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
El verano siempre ha sido la temporada más honesta de Hollywood: cuando el cine deja de fingir que es arte y admite que quiere divertirte. En este episodio recorremos la historia del blockbuster veraniego — desde que Tiburón inventó el concepto en 1975 hasta hoy — y por qué esa fórmula sigue funcionando medio siglo después.
Tonight's questions:- What happens if Gears of War: E-Day flops?- Could Sony run E-Day materials?- Would Xbox succeed under a different publisher?- Will Halo, Blade, and BGAE2 release next gen?- Will Ocarina of Time launch close to GTA 6?- How did gamers react to the original Wind Waker reveal?- What is your preferred Zelda art style?- Which game should never be remade?- Which JRPGs are you anticipating next year?Thanks as always to Shawn Daley for our intro and outro music. Follow him on Soundcloud: https://soundcloud.com/shawndaleyWhere to find Throwdown Show:Website: https://audioboom.com/channels/5030659Twitch: https://www.twitch.tv/throwdownshowX: https://x.com/ThrowdownShowYouTube: https://www.youtube.com/throwdownshowDiscord: https://discord.gg/fdBXWHTTwitter list: https://twitter.com/i/lists/1027719155800317953
No episódio de hoje do Falando de Nada, comentamos as mudanças na alta cúpula da Netflix e o que essas movimentações podem indicar para o futuro da empresa.Também debatemos o desempenho do novo filme de He-Man (Mestres do Universo), analisando se o projeto realmente flopou e o que pode ter influenciado sua recepção.Seja um membro da Guilda dos Tagarelers e participe das pautas semanais:https://www.youtube.com/channel/UCa8ekYf6l76ikQszoMYuHkw/join00:00 - Começou o Falando de Nada07:34 - O filme do He-Man (Mestres do Universo) flopou?22:35 - Mudança na alta cúpula da Netflix!30:46 - Perguntinhas MarotasQuer enviar um Pix da Alegria? Entre em contato com nosso produtor @bclemente22 no Instagram!✉ Quer mandar sua sugestão de pauta ou dúvida? Envie um e-mail para
The guys are back for another wild episode of the Working Perspectives Podcast, and this week, we are diving deep into some of the most bizarre corners of pop culture, music history, and terrible cinema. We kick things off with a highly intellectual debate during Tom's Topics: Why on earth did John Mellencamp keep that infamous lyric about "sucking on a chili dog outside the Tasty Freeze" in Jack & Diane? We break down the mystery behind the lyric that everyone knows but nobody completely understands. Then, the games begin! Game 1: We try to guess the Top 10 Biggest Comic Book Movie Flops of all time. (Some of these box office disasters will seriously shock you). Game 2: A high-stakes game of 20 Questions where we try to guess a mystery fictional character. Can we pull it off before we run out of clues? Game 3: We round out the night by trying to fill in the blanks of the absolute weirdest, most unbelievable news stories on the internet right now. Drop a comment below: What's your theory on the chili dog lyric? And how many comic book flops did you guess correctly? Don't forget to LIKE, SUBSCRIBE, and hit that notification bell so you never miss an episode! ⏱️ Timestamps 00:00 - Intro 01:20 - Tom's Topics: The Jack & Diane "Chili Dog" Mystery 12:40 - Game 1: Guessing the Top 10 Comic Book Movie Flops 23:35 - Game 2: 20 Questions (Fictional Character Edition) 40:10 - Game 3: Weird News Fill-in-the-Blanks 46:55 - Outro & Wrapping Up
Looking for more dating hell stories? https://www.youtube.com/playli... In this episode of r/DatingHell we have the displeasure of another series of dating fails. Dating is always difficult, but our OPs decide to give these specimens the benefit of the doubt... And it almost goes terribly wrong every single time. This is the reality of bad first dates in dating hell. I'm glad I don't hafta worry about this stuff anymore. It doesn't matter what your background is, you always need to treat people like people and not use them simply to get off. Neckbeards seem to learn this lesson particularly slow and it really does make my blood boil... So we must bring it to light so others don't suffer alone. For your fill of neckbeard stories we've got you covered with the freshest weeaboo, niceguy, and neckbeard happenings on reddit. Stick with ReddX for your daily dose of cringe with a side-dish of relatability. You might even feel good for dessert... But who can say? ------------------------------------------------------------ #reddit #datingadvice #datinghell #compilation #humor #funny #storytime Discord: https://discord.gg/reddx Twitch: https://www.twitch.tv/daytondo... PayPal: https://www.paypal.me/daytondo... Patreon: http://patreon.com/daytondoes Twitter: http://www.twitter.com/daytond... Facebook: https://www.facebook.com/ReddX... Subreddit: https://www.reddit.com/r/ReddX... Amazon link to my mic: https://amzn.to/3lInsRR ReddX merch: https://teespring.com/stores/r... Character art: https://twitter.com/DarkleyStu... Creepypasta channel: https://www.youtube.com/Dayton... Gaming channel: https://www.youtube.com/dayton... Wifey's channel: https://www.youtube.com/channe... ------------------------------------------------------------ Playlists: Full neckbeard stories: https://www.youtube.com/playli... All neckbeard stories: https://www.youtube.com/playli... All legbeard stories: https://www.youtube.com/playli... RPG Horror Stories: https://www.youtube.com/playli... Weeaboo tales: https://www.youtube.com/playli... ------------------------------------------------------------ Podcasts: Spotify: https://open.spotify.com/show/... Soundcloud: https://soundcloud.com/reddxy iTunes: https://podcasts.apple.com/us/... Google Podcast: https://podcasts.google.com/fe... Spreaker: https://www.spreaker.com/show/... Podchaser: https://www.podchaser.com/podc... Deezer: https://www.deezer.com/us/show... Podcast Addict: https://podcastaddict.com/podc... JioSaavn: https://www.jiosaavn.com/shows... Also on Castbox, Audible, and iHeartRadio! Have you ever met a neckbeard or a nice guy? They are frustrating to deal with, but luckily you aren't alone! These r/neckbeardstories from Reddit are among the top posts of all time and include some of the funniest Reddit stories ever posted on the neckbeard stories subreddit! rSlash NeckbeardStories have all kinds of funny neckbeards in them, but especially the nice guy. And the weeaboo. There is a wide spectrum of neckbeards, and this is but a small slice of it. Listening to ReddX's neckbeard stories playlist is a great experience! These neckbeard stories Top Posts of All Time from Reddit are made for you to enjoy any time you feel like it, so be sure to save my rSlash neckbeard stories playlist to your favorites! While there are many rslash channels that read r/neckbeard stories and r/prorevenge from reddit, each channel has their own way of performing them. Some of the top rSlash entitled parents channels I recommend checking out are the original rSlash, Redditor, fresh, r/Bumfries, VoiceyHere, Mr Reddit, Storytime and Darkfluff. These Reddit story channels inspired me to start my own Reddit story channel, with a focus on Entitled Parents stories and at times going into the r/pettyrevenge and r/choosingbeggars subreddit as well. Because most of my audience prefers Entitled Parents stories of Reddit, I tend to just stick with reading the r/EntitleParents Top Posts of All Time. But I also enjoy getting up close and personal with neckbeards and weeaboos from time to time. Subscribe to ReddX for the freshest daily Reddit content. I post relatable readings of Reddit posts and Reddit stories every single day! Journey with me as I relate these amazing Reddit stories to my personal life journey. I'm greatly inspired by the top reddit posts of all time videos and reddit stories on YouTube which is why I started doing them myself. YouTube: https://www.youtube.com/channe... Discord: https://discord.gg/Sju7YckUWu Twitch: https://www.twitch.tv/daytondo... PayPal: https://www.paypal.me/daytondo... Patreon: http://patreon.com/daytondoes Twitter: http://www.twitter.com/daytond... Facebook: https://www.facebook.com/ReddX... Merch: https://reddx-shop.fourthwall....
The media is already preparing a defense in case Nolan's The Odyssey flops -- and it's to blame the audience and the "negativity economy." Which is... pretty negative. Yes, if the audience rejects The Odyssey for whatever reason it's someone YOUR fault, you bigots. Watch the podcast episodes on YouTube and all major podcast hosts including Spotify. CLOWNFISH TV is an independent, opinionated news and commentary podcast that covers Entertainment and Tech from a consumer's point of view. We talk about Gaming, Comics, Anime, TV, Movies, Animation and more. Hosted by Kneon and Geeky Sparkles. Get more news, views and reviews on Clownfish TV News - https://more.clownfishtv.com/ On YouTube - https://www.youtube.com/c/ClownfishTV On Spotify - https://open.spotify.com/show/4Tu83D1NcCmh7K1zHIedvg On Apple Podcasts - https://podcasts.apple.com/us/podcast/clownfish-tv-audio-edition/id1726838629 MORE CLOWNFISH TV - Official Merch Store: http://ClownfishMinus.com Facebook - https://facebook.com/ClownfishTV X - https://x.com/ClownfishTVcom Clownfish TV subreddit: https://www.reddit.com/r/ClownfishTVOfficial/ Disclaimer: This series is produced by Clownfish Studios and WebReef Media, and is part of ClownfishTV.com. Opinions expressed by our contributors do not necessarily reflect the views of our guests, affiliates, sponsors, or advertisers. ClownfishTV.com is an unofficial news source and has no connection to any company that we may cover. This channel and website and the content made available through this site are for educational, entertainment and informational purposes only. These so-called “fair uses” are permitted even if the use of the work would otherwise be infringing. #TheOdyssey #Movies #Podcast #Commentary #News #Reaction #Gaming #Comedy #Entertainment #Hollywood #PopCulture #Tech #Anime #FYP Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
It's Casual Friday on The Majority Report On today's program: Rep. Ro Khanna (D-CA) speaks out against section 224 of the NDAA for 2027 which was suggested by Benjamin Netanyahu and aims to further integrate U.S. and Israeli militaries. Unfortunately, the section was passed and now Thomass Massie (R-KY) and Khanna will aim to strip the language out of the final NDAA. A screwworm infection has been detected in cattle in south Texas. Elon Musk and DOGE stripped out screwworm monitoring programs in 2025. That can't be good. Jeet Heer, national affairs correspondent at The Nation and host of The Time of Monsters podcast, joins the program to recap the week's news. Topics include the New York Times hit piece on Maine senate candidate Graham Platner, the War Powers resolution, and more. In the Fun Half: Rep. Rashida Tlaib spars with Zionist Rep. Brian Mast over Israel's ongoing Gaza-style destruction of Southern Lebanon. Mast demanding that Tlaib "prove" that the 11 children killed by Israel earlier this week weren't terrorists. Mehdi Hasan humiliates Patrick Bet-David on his own podcast. Hasan corners David over the reality that if David were to attempt to immigrate the U.S. from Iran today. Mark Cuban is hurt that the Democrats aren't begging him for advice on AI and such. To close out the week we savor one last Dave Rubin clip from his massive flop on Jubilee's Surrounded. All that and more. To connect and organize with your local ICE rapid response team visit ICERRT.com The Congress switchboard number is (202) 224-3121. You can use this number to connect with either the U.S. Senate or the House of Representatives. Follow us on TikTok here: https://www.tiktok.com/@majorityreportfm Check us out on Twitch here: https://www.twitch.tv/themajorityreport Find our Rumble stream here: https://rumble.com/user/majorityreport Check out our alt YouTube channel here: https://www.youtube.com/majorityreportlive Gift a Majority Report subscription here: https://fans.fm/majority/gift Subscribe to the AM Quickie newsletter here: https://am-quickie.ghost.io/ Join the Majority Report Discord! https://majoritydiscord.com/ Get all your MR merch at our store: https://shop.majorityreportradio.com/ Get the free Majority Report App!: https://majority.fm/app Go to https://JustCoffee.coop and use coupon code majority to get 10% off your purchase Check out today's sponsors: RITUAL: Get 25% off during your first month. Visit ritual.com/MAJORITY. FAST GROWING TREES: Get 20% off your first purchase. FastGrowingTrees.com/majority SUNSET LAKE CBD: Use coupon code "Left Is Best" (all one word) for 20% off of your entire order at SunsetLakeCBD.com Follow the Majority Report crew on Twitter: @SamSeder @EmmaVigeland @MattLech On Instagram: @MrBryanVokey Check out Matt's show, Left Reckoning, on YouTube, and subscribe on Patreon! https://www.patreon.com/leftreckoning Check out Matt Binder's YouTube channel: https://www.youtube.com/mattbinder Subscribe to Brandon's show The Discourse on Patreon! https://www.patreon.com/ExpandTheDiscourse Check out Ava Raiza's music here! https://avaraiza.bandcamp.
This week, Kelli and Troy are rebranding their Celebrity Scams series as Celebrity Business Flops, and this episode is the perfect reason why. From Britney Spears' short-lived restaurant Nyla to Ashton Kutcher's Ketchup venture and Scott Disick's restaurant that lasted just 190 days, they're diving into celebrity eateries that couldn't quite make it work. Sponsors: Shopify: shopify.com/blinds - start your $1 per month trial period today First Day: firstday.com and use code BLINDS to get up to 57% off and a free gift. Quince: Quince.com/BLINDS for free shipping and 365 day returns Whisker: whisker.com/blinds -Take an additional $50 off Whisker Litter-Robot bundles with code BLINDS Learn more about your ad choices. Visit megaphone.fm/adchoices
Time to Get Up with a Knickerbocker knockout - the cardiac kids and captain clutch come from behind - we'll tell you what it means! (0:00) Especially for him! Qu'est que c'est le probleme avec monsieur Wemby? The fighting Frenchman flails and fails in game one - we're all over it! (16:10) Plus - panic, for the Packers and Parsons - why Green Bay's season could be over before it even begins! (26:00) Learn more about your ad choices. Visit podcastchoices.com/adchoices
Pottwale sind majestätische, scheue Giganten. Dokumentarfilmer, Abenteurer und Fotograf York Hovest brach auf die Azoren auf, um sie vor die Linse zu bekommen. Und stellte fest: Die Herausforderung eine gelungene Aufnahme zu ergattern, war noch deutlich größer als erwartet. Mit welchen wochenlangen Widrigkeiten er es in der Hoffnung auf wenige Sekunden Glück aufnahm, erzählt er in dieser Folge der Reiseflops.----------------------------------Über das Format "Weltwach Reiseflops":Niemand scheitert gern – auch nicht auf Reisen. Aber im Nachhinein betrachtet ergeben die kleinen (und etwas größeren) Pleiten und Pannen unterwegs oft die schönsten Erinnerungen – und amüsantesten Geschichten.Genau die gibt es in dieser Show: Weltwach-Moderator Erik Lorenz zelebriert mit seinen Gästen genüsslich Stories von großen Rückschlägen und kleinen Fettnäpfchen, von Zumutungen und schmerzhaft erlangten Einsichten, fernab von Instagramability und aalglatten Abenteuergeschichten. Warum? Weil ein bisschen Schadenfreude glücklich macht. Und weil sich immer wieder zeigt: Hinter der Niederlage lauern wertvolle Lektionen. So mündet auch das hingebungsvollste Jammern für gewöhnlich unweigerlich: in einer Liebeserklärung an das Reisen. Du hast einen wahnsinnig witzigen oder lehrreichen Reiseflop erlebt und möchtest uns davon erzählen? Großartig! Melde dich bei uns über https://weltwach.de/reiseflops/. ----------------------------------Dieser Podcast wird auch durch unsere Hörerschaft ermöglicht. Wenn du gern zuhörst, kannst du dazu beitragen, dass unsere Show auch weiterhin besteht und regelmäßig erscheint. Zum Dank erhältst du Zugriff auf unseren werbefreien Feed und auf unsere Bonusfolgen. Diese Möglichkeiten zur Unterstützung bestehen:Weltwach Supporters Club bei Steady. Du kannst ihn auch direkt über Spotify ansteuern. Alternativ kannst du bei Apple Podcasts UnterstützerIn werden.----------------------------------WERBEPARTNERhttps://linktr.ee/weltwach Hosted on Acast. See acast.com/privacy for more information.
Tops, Flops & Unsung Heroes from the 2025/26 Serie A season.Join us as we go through all 20 Serie A clubs, from Inter all the way down to Pisa, picking each team's top performer, biggest flop, and unsung hero from the season.We also reveal our Serie A Team of the Season with one rule only: one player per club. Plus, we react to our Patrons' submissions, with some very hot takes.Become a patreon: https://patreon.com/Serieaspotlight?Special Shoutout to our Media Partners Benevo Bid - Check out their collection here; https://benevobid.com/#acmilan #inter #juventus #torino #napoli #atalanta #bologna #fiorentina #roma #lazio #lecce #cagliari #udinese #monza #venezia #como #hellasverona #parma #empoli #genoa #football #soccer #footballpodcast #podcast PatreonYoutube: https://www.youtube.com/@serieaspotlightInstagram: https://www.instagram.com/serieaspotlight/Twitter: https://x.com/SerieASpotlight?Website: https://serieaspotlight.org/
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Assault on Abhishek Was Led by Women | Mamata Drama Flops | Abhishek Facing DJ Music | Sanjay Dixit
On this week's episode of Beautiful and Bothered, we're discussing the 2026 Allure Reader's Choice Award Winners, the aftermath surrounding James Charles drama, including his losing millions of followers and bot accounts, as well as Tarte working with a creator with a problematic past!
The Rugby Odds: What France DOESN'T have, Irish Flops, URC 1/4s, JRLO semis, Spain7s, Big Opinions by Matt McCarthy
Dass Christine Thürmer hart im Nehmen ist, wird schon allein daran deutlich, dass sie bislang über 60.000 Kilometer zu Fuß zurückgelegt hat – mehr als jede andere Frau weltweit. In Estland aber gelangte auch sie ans Limit: Gewaltige Bremsenschärme umsurrten, zerstachen und zermürbten sie. „Du konntest keine Sekunde stehen bleiben!“, erinnert sie sich schaudernd. Mit welchen teils kuriosen Maßnahmen sie versucht hat sich gegen die kleinen Biester zu verteidigen, erzählt sie in dieser Folge der Reiseflops.----------------------------------Über das Format "Weltwach Reiseflops":Niemand scheitert gern – auch nicht auf Reisen. Aber im Nachhinein betrachtet ergeben die kleinen (und etwas größeren) Pleiten und Pannen unterwegs oft die schönsten Erinnerungen – und amüsantesten Geschichten.Genau die gibt es in dieser Show: Weltwach-Moderator Erik Lorenz zelebriert mit seinen Gästen genüsslich Stories von großen Rückschlägen und kleinen Fettnäpfchen, von Zumutungen und schmerzhaft erlangten Einsichten, fernab von Instagramability und aalglatten Abenteuergeschichten. Warum? Weil ein bisschen Schadenfreude glücklich macht. Und weil sich immer wieder zeigt: Hinter der Niederlage lauern wertvolle Lektionen. So mündet auch das hingebungsvollste Jammern für gewöhnlich unweigerlich: in einer Liebeserklärung an das Reisen. Du hast einen wahnsinnig witzigen oder lehrreichen Reiseflop erlebt und möchtest uns davon erzählen? Großartig! Melde dich bei uns über https://weltwach.de/reiseflops/. ----------------------------------Dieser Podcast wird auch durch unsere Hörerschaft ermöglicht. Wenn du gern zuhörst, kannst du dazu beitragen, dass unsere Show auch weiterhin besteht und regelmäßig erscheint. Zum Dank erhältst du Zugriff auf unseren werbefreien Feed und auf unsere Bonusfolgen. Diese Möglichkeiten zur Unterstützung bestehen:Weltwach Supporters Club bei Steady. Du kannst ihn auch direkt über Spotify ansteuern. Alternativ kannst du bei Apple Podcasts UnterstützerIn werden.----------------------------------WERBEPARTNERhttps://linktr.ee/weltwach Hosted on Acast. See acast.com/privacy for more information.
Silvio Baldini will call up a young squad for the two June friendlies against Greece and Luxembourg. Borussia Dortmund star Samuele Inacio, Inter striker Francesco Pio Esposito as well as Brentford's Michael Kayode are among the young players expected to be called up. Nima Tavallaey and Carlo Garganese discuss, debate and analyze the squad selection. This is a clip from the weekly Monday pod available on all podcast platforms + as video on YouTube. If you want to support The Italian Football Podcast, be able to send in questions AND get every episode with NO ads, simply become a member on Patreon.com/TIFP OR Spotify OR YouTube Memberships. Your support makes The Italian Football Podcast possible. Follow us: Twitter, Facebook, Instagram, YouTube, TikTok Learn more about your ad choices. Visit podcastchoices.com/adchoices
The Mandalorian and Grogu made less than Solo this weekend -- to the surprise of no one. Does this mean Star Wars, as a brand, is dead? Maybe, maybe not. But the media is pouncing on the failure of Mando, which is a VERY different tone than just a few years ago. Did Disney's checks bounce, or what? Watch the podcast episodes on YouTube and all major podcast hosts including Spotify. CLOWNFISH TV is an independent, opinionated news and commentary podcast that covers Entertainment and Tech from a consumer's point of view. We talk about Gaming, Comics, Anime, TV, Movies, Animation and more. Hosted by Kneon and Geeky Sparkles. Get more news, views and reviews on Clownfish TV News - https://more.clownfishtv.com/ On YouTube - https://www.youtube.com/c/ClownfishTV On Spotify - https://open.spotify.com/show/4Tu83D1NcCmh7K1zHIedvg On Apple Podcasts - https://podcasts.apple.com/us/podcast/clownfish-tv-audio-edition/id1726838629 MORE CLOWNFISH TV - Official Merch Store: http://ClownfishMinus.com Facebook - https://facebook.com/ClownfishTV X - https://x.com/ClownfishTVcom Clownfish TV subreddit: https://www.reddit.com/r/ClownfishTVOfficial/ Disclaimer: This series is produced by Clownfish Studios and WebReef Media, and is part of ClownfishTV.com. Opinions expressed by our contributors do not necessarily reflect the views of our guests, affiliates, sponsors, or advertisers. ClownfishTV.com is an unofficial news source and has no connection to any company that we may cover. This channel and website and the content made available through this site are for educational, entertainment and informational purposes only. These so-called “fair uses” are permitted even if the use of the work would otherwise be infringing. #StarWars #Disney #Movies #TheMandlorianandGrogu #Podcast #Commentary #News #Reaction #Gaming #Comedy #Entertainment #Hollywood #PopCulture #Tech #Anime #FYP Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jim Rome's Daily Jungle 5/22/26 The NY Knicks are on the best 9 game winning streak in NBA History, it happens to be during the Eastern Conference Finals. Then, SGA is not a free throw merchant, but he is a flopper. Today's guests include CBS NHL Analyst Pierre McGuire and UNLV Legend Greg Anthony. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Hitmen Hoops Joins the Program to Talk Fred Smith Jr. & Jeff Goodman/Wade; Fade Brad Memorial Day Weekend Edition! SAS -1.5, NYK +2.5; Data on Flops; Cedric Coward Interview on Brandon Clarke, Ja Morant, & Future Growth!
Ben Garrett and Brad Logan of the Ole Miss Spirit/On3 are LIVE for an all-new edition of Talk of Champions, powered by RiverLand Roofing and others.Our Sponsors:* Check out BetterHelp and use my code betterhelp.com for a great deal: https://www.betterhelp.com* Check out Quince and use my code quince.com/toc for a great deal: https://www.quince.com* Check out Underdog Fantasy and use my code CHAMPIONS for a great deal: https://underdogfantasy.com* Check out Underdog Fantasy and use my code CHAMPIONS for a great deal: https://underdogfantasy.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Jen Psaki reports on a wild day in Republican politics as Rep. Thomas Massie was defeated in an insanely expensive Kentucky primary by a Trump-backed challenger. Massie's advocacy for the release of the Epstein files put him at odds with Trump. Senator John Cornyn committed no act of defiance against Trump, and, in fact, debased himself in a desperate appeal for Trump's favor, only to be stabbed in the back when Trump endorsed his exceptionally compromised opponent. Tim Miller, host of The Bulwark podcast, and Jim Messina, campaign manager for Barack Obama's 2012 campaign, talk with Jen Psaki about the wildly expensive Republican primary in Kentucky in which Trump insisted on supporting a challenger candidate, and the millions the Republican Party sank into the Texas Republican Senate primary before Trump finally endorsed a deeply flawed candidate. Acting Attorney General and former Donald Trump criminal defense attorney Todd Blanche tried to convince the Senate Appropriations Committee that giving Donald Trump $1.8 billion to distribute to his legally aggrieved political allies is a reasonable thing to do. Senator Chris Van Hollen talks with Jen Psaki about why he wasn't fooled. To listen to this show and other MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Take the 2026 AI Engineering Survey and get >$2k in credits and AIE WF tickets!This was recorded before Railway suffered a major GCP outage on May 19, despite being a multi-AZ, multi-zone mesh ring, with HA fiber interconnects between their Metal GCP AWS, because workload discoverability was unintentionally still tied to GCP. All has been resolved with a post-mortem.Railway did not start as an AI infrastructure company.It was founded in 2020 years before agents became the default way people thought about deploying software. Jake Cooper, formerly at Bloomberg and Uber, started Railway with a simple obsession: the activation energy to ship something to production should be near zero. Push code, get a URL, iterate. No Docker files, no Kubernetes manifests, no Ansible scripts stacked on Ansible scripts.For years, this was a slow grind. Railway spent its first 18 months hand-acquiring its first 100 users with Jake personally greeting every Discord signup on a second monitor.Today, Railway has raised $124m and is growing very fast. A 35-person team supports 3 million users, adding roughly 100,000 signups a week. Their bare metal data centers have a 3-month payback period vs. renting in the cloud, with 70% margins funding aggressive cloud bursting when needed. The servers they own have actually appreciated in value as RAM prices have climbed basically meaning the value of their hardware now exceeds the capital they've raised.From rebuilding Railway's network overlay over a weekend to moving the vast majority of workloads onto its own bare metal data centers, Jake Cooper is trying to build a new cloud for an agent-native world. In this episode, Railway's founder and “conductor” joins swyx and Alessio to unpack why the next era of software infrastructure is not just “Heroku but newer,” what agents need that humans did not, and why the old deployment loop of Git, PRs, CI/CD, and static cloud resources may be heading for a rewrite.We go deep on Railway's infrastructure stack: own-metal data centers, three-month cloud payback periods, cloud bursting, data center debt, Railpack, Nixpacks, Temporal, feature flags, Central Station, content-addressable filesystems, agent-safe production forks, and why the CLI may become more important than the canvas in an agent world. Jake also shares the founder journey behind Railway, how the company survived losing $500K/month, why it now serves millions of users with only 35 people, and why he believes the pull request is dying.We discuss:* How Railway went from a slow six-year grind to adding 100,000 users a week* How Railway thinks about agents as the next dominant software species* Why agents need version control, observability, compute, storage, and orchestration at 1000x scale* The economics of Railway's own-metal data centers and three-month payback* How Railway uses cloud bursting while scaling its own infrastructure* Why data center debt can be a better tool than venture debt for infra startups* Central Station, Railway's internal system for clustering customer feedback and incidents* Why responsible disclosure and over-communication matter for platforms* Why feature flags, progressive rollouts, and shadow traffic are essential for agents* Temporal's strengths, pain points, and why workflows matter for agents* Railpack, Nixpacks, Nix, and lazy-loaded content-addressable filesystems* Why “cattle, not pets” may change if you can clone the pets* Why Railway is building a new cloud from scratch instead of copying hyperscalers* The solo founder path, focus, writing, and how Jake thinks about company buildingRailway:* Website: https://railway.com/* X: https://x.com/RailwayJake Cooper:* LinkedIn: https://www.linkedin.com/in/thejakecooper/* X: https://x.com/JustJakeTimestamps00:00:00 Introduction: What Is Railway?00:02:07 Jake's Path to Railway00:06:13 Railway's Six-Year Growth Story00:08:52 Rebuilding the Business After the Free Tier00:11:17 Agents as the Next Software Platform00:13:29 Railway's Infrastructure Philosophy00:15:42 Bare Metal, Cloud Economics, and the Compute Crunch00:17:22 Cloud Bursting and Five-Cloud Networking00:20:20 Data Center Debt and Infra Financing00:23:31 Data Centers in Space00:25:24 What Agents Need From Infrastructure00:28:24 CLIs, Canvas, and Agent-Native UX00:35:15 Central Station, Incidents, and Responsible Disclosure00:40:30 Safe Rollouts, SRE Agents, and Production Forks00:45:00 AI SRE, Specs, Code, and Tests00:48:24 Self-Replicating Infrastructure and the New Serverless00:53:18 Heroku, Temporal, and Workflow Engines01:04:07 Railpack, Nixpacks, and Lazy-Loaded Filesystems01:06:01 Coding Agents, Token Spend, and Roadmap Acceleration01:10:56 The Pull Request Is Dying01:12:28 Feature Flags and the Agent-Era SDLC01:16:15 Cattle, Pets, and Cloning Machines01:19:29 Solo Founder Lessons01:24:12 Focus, GPUs, and Building a New Cloud01:28:20 Closing ThoughtsTranscriptAlessio [00:00:00]: Hey, everyone. Welcome to the Latent Space Podcast. This is Alessio, founder of Kernel Labs, and I'm joined by Swyx, editor of Latent Space.Swyx [00:00:10]: Hey, hey, hey. Today we're in the studio with Jake Cooper of Railway.Alessio [00:00:14]: Conductor of Railway.Swyx [00:00:15]: Conductor at Railway. Yeah.Alessio [00:00:16]: Choo-choo.Swyx [00:00:17]: Do you actually have that anywhere, like on your business card?Jake [00:00:20]: We call some of our volunteer moderators conductors. I don't have a business card. We're not that big yet. At some point I will. I got handed a nice business card from the Supermicro folks, and I was like, “Damn, this is pretty official.”Swyx [00:00:30]: Business cards are coming back.Jake [00:00:32]: They're cool. They're hip. The conductor thing is good. We're trying to figure out what we want to call each other internally. Some people think it's super cringe and say, “You don't need a name for people internally.” Some people want to call each other something. We still don't have a really good one.Jake [00:00:55]: We've got New Railcrews, Trainiacs. Nothing has stuck yet.Swyx [00:01:00]: I like Trainiac. Trainiac sounds good. Railwayians. For those who don't know, what is Railway? Let's give people a crisp definition up front.Jake [00:01:09]: Railway is the easiest way to ship anything. You go to the canvas, or you talk with Claude, and you say, “Deploy a Postgres instance, deploy my GitHub repository, run this code,” and you're off to the races.Swyx [00:01:22]: You've got a nice animation on the landing page.Jake [00:01:24]: Thank you. None of my work, by the way. They don't let me touch the design stuff anymore.Jake [00:01:25]: We want to make it trivially easy not just to deploy things, but to evolve applications over time. Most tooling right now stacks entropy on top of entropy: Docker, Kubernetes, Ansible scripts, and all these other things. If we can version all of your software and keep track of all the changes, then we can make it trivial to clone environments, fork into a parallel universe, get copies of production data, get copies of any services, make changes, validate them, and collapse them back in without reproducing everything across a staging environment.The Railway Origin Story: From Uber Systems to a New CloudSwyx [00:02:07]: I was looking at your background: Bloomberg, Uber. Nothing immediately stands out as, “This guy is going to found the next great platform as a service.” What prepared you for Railway?Jake [00:02:21]: It was curiosity to keep going deeper. I started out on front-end stuff, working on Wolfram Mathematica and porting it over. Then I briefly moved to Bloomberg, then toward Uber and distributed systems, taking the Jump Bikes systems and moving them to a distributed system built on top of Cadence, the pre-Temporal Temporal.Swyx [00:02:44]: Which, by the way, I'm happy to talk about, pros and cons.Jake [00:02:48]: Totally.Swyx [00:02:51]: But let's do the Railway story.Jake [00:02:52]: It has been a continual step of wanting an experience. Whether it's walking up to a bike, unlocking it, and having it work frictionlessly, or something else, the depth required to make that happen follows from the experience. A lot of the work I do, and a lot of the team does, is in service of that experience. We fundamentally don't care how deep we have to go. We will swim to the bottom of the swimming pool to get the experience.Jake [00:03:17]: I don't have a physics PhD. I did an EECS degree. It has always been about figuring out the next step: how do we get there? That's what led to starting Railway for that experience and then moving all the way to bare metal data centers. I was adding patches to the kernel this week to get the experience there because I can see how much better it can be.Swyx [00:03:49]: Other patches to the Linux kernel this week?Jake [00:03:51]: Yeah. Not upstream. Our fork.Swyx [00:03:52]: That's a flex. Railpack? No, this is different. This is the OS on top of Railpack?Jake [00:03:57]: No, this is an actual kernel patch. It's always literally: what do we have to do to get that experience? Then figure it out. Anything is figureoutable.Swyx [00:04:10]: Would you send the patch upstream, or does it not fit other use cases?Jake [00:04:13]: Maybe. We have to work out the experience internally. It has to do with the storage layer we're building for some of the agentic stuff. Maybe it'll be useful upstream, but it's deeply useful for us internally.Open Source, Forks, and Non-Deterministic VersioningSwyx [00:04:29]: You mentioned open source before. How do you think about starting from open source, and then coding agents letting you do a lot more from forks of it?Jake [00:04:38]: GitHub's original sin is that it's almost a series of broken pointers. You have this thing, then you clone it, and now you've lost the whole upstream. How do we make it trivial for people to modify really small pieces of it?Jake [00:04:51]: We think of Git in a discrete sense: I've either made a change and merged upstream, or I haven't. What would it look like if it were percentage-based, a little more non-deterministic, or a stream of changes that users traverse as a percentage rolled out in general and then rolled all the way up?Jake [00:05:13]: We have the open-source kickback program and let you deploy templates because we want to make it trivial for people to version these shards over time. It solves a large problem around authentication, authorization, and security. NPM has a way to define, “Don't take any new packages.” The ideal end state is that you roll out progressively to users with the minimum impact zone and continue rolling up. JPMorgan should probably be the last one on the patch line, for all our sakes, because our money and livelihoods are there.Jake [00:05:53]: It's okay if Johnny Vibe Coder gets a broken patch because there's so much entropy in the system that the rubber has to meet the road at some point. You have to test at varying levels.The Long Grind: First Users, Free Tier, and Making the Business WorkSwyx [00:06:13]: I wanted to pull up this glorious chart, which is your usage or number of daily signups?Jake [00:06:22]: Daily signups, I think.Swyx [00:06:24]: You started six years ago. It was a slow grind, and now you're on a rocket ship. You say, “Don't doubt your fight and don't quit.” Maybe pick out certain points that were key inflections for the company.Jake [00:06:40]: At the start, it's about getting your first 100 users, hell or high water. We had a website and a support link. The support link was the Discord channel. I had notifications on with two monitors: the monitor I was working on and the other monitor with Discord. If anybody came in, I was immediately like, “Hey, how's it going?” It was rare, so getting those first 100 users to come back was the start.Jake [00:07:14]: Then you build a consultancy factory because users want all these things. You have to go back to the board and ask, “What is the actual product offering I want to build on top of this?”Jake [00:07:28]: VCs want charts that always go up and to the right, but in reality you don't necessarily want charts that look like that. For us, there have been periods of expansion where we add features to test use cases, and periods of compaction where we ask, “If the experience we have is good, how do we make it significantly better?” Maybe we strip out features that don't fit our ICP anymore.Jake [00:07:57]: The boom from 2022 to 2023 came from the free tier. Everybody under the sun was using it.Swyx [00:08:09]: A lot of Reddit bots and Discord bots.Jake [00:08:12]: And crypto miners. When you build an open product on the internet where anybody can sign up, the internet is a horrible place with so many things. You go through periods of asking, “How do I reach as many people as possible?” Then, “How do I fit the exact use case for the people who really matter and are really excited about this specific thing?”Jake [00:08:39]: Then there was a two-year period of making the actual business work. During the free-tier era, we were losing about half a million dollars a month.Swyx [00:08:59]: On a $20 million bank account.Jake [00:09:02]: On a $20 million bank account with maybe $50,000 a month in revenue. That's a horrible business. I don't know how anybody invested. But you have to go through it and say, “We have an experience people love, but the business has to work.”Jake [00:09:17]: There are two schools of thought. You can run the horrible business all the way up with bad margins, or you can go back and make it work. We've always wanted a super lean team. We're 35 people right now. It's very small.Swyx [00:09:36]: Supporting three million already?Jake [00:09:38]: Yeah. We're adding 100,000 users a week right now, so it's growing fast. We don't want to add headcount for the sake of headcount or throw bodies at problems. We want to build systems. It's hard to build systems during expansion because you're adding things to the system because people are asking for them or things are breaking.Jake [00:10:00]: We had to cut off the free users for a little while, rebuild the business, and make sure it worked. We want to reach as many people as possible because software is important. It's become difficult to create things in the physical world, so it's important to make it easy for people to build in the virtual world and have access to creation. But there are legs to that journey.Jake [00:10:30]: You can see divots in the charts. If you follow between 2025 and 2026, it's either summer or winter. People go on holiday with family.Swyx [00:10:50]: It affects that much?Jake [00:10:51]: Yeah. It's kind of B2C and kind of B2B. People are shipping constantly, then they stop. Our activation curve now shows more people activating on weekdays because we have more business users, so it smooths out over time.Agents as the New Interface to DeploymentSwyx [00:11:17]: Was there a point where you started prioritizing AI development or agent development?Jake [00:11:24]: We've prioritized agentic as a top-of-funnel thing. Over the last six months, we've deeply prioritized agentic as a mechanism to build and deploy things because we believe the curve is so steep and that is how people will build and deploy software.Jake [00:11:42]: It almost fundamentally doesn't matter whether this is dot-com or not because we're all on the internet anyway. If agents are going to deploy a bunch of things and we hit an inference wall at some point, we'll fix those problems. The dominant species over the next 10 years is that we've moved from assembly to C to C++ to JavaScript to words. You're going to need to close that loop.Swyx [00:12:13]: When you say this is dot-com, did you mean buying the domain, or the general case?Jake [00:12:17]: I mean the dot-com era, when companies had a huge run-up because people understood the internet was important. Then they hit bottlenecks, fundamental laws of physics, math didn't work, and everybody came back down to earth. But it didn't matter because the internet became so impactful. If you operate on a long enough time horizon, you should build these things anyway because you can see where it's going.Jake [00:12:45]: That's where I think a lot of agent stuff is. You get to a point where you're running thousands of agents in parallel. What is the inference cost? What is the compute cost? How do you make that efficient? How do you coordinate all this? We have issues coordinating humans; we don't even have good tooling for that. Now we have to figure out how to get agents to coordinate, safely version changes, and know when to raise their hand for someone to intervene. Otherwise it becomes an interrupt factory.Railway's Infrastructure Thesis: Network, Compute, Storage, and MetalSwyx [00:13:19]: Let's go right into the technical side. What are the core infrastructure or architectural beliefs of Railway that allow you to do what you do?Jake [00:13:29]: The primitives matter a lot for us. We need network, compute, storage, and orchestration around it. You need control over a lot of those things. We've talked a lot about how we don't really use Kubernetes because we want higher-order control to place workloads in very specific places.Jake [00:13:48]: The reason is that you have to be very efficient with agents: memory reuse and all these other things, or you're going to massively blow up your cost structure. Being able to rack and stack your own servers and build your own metal unlocks performance and cost. Experiences where you're running 1,000 agents in parallel are not massively cost prohibitive.Jake [00:14:13]: Token use and compute use are blowing up. Over time, those things have to get a lot more efficient. You can get a lot of margin to make those experiences solid by building your own metal. That's all in service of offering a differentiated experience to as many people as humanly possible.Swyx [00:14:51]: You have a data center in Singapore.Jake [00:14:53]: Yeah. We have two in every other region now. In Singapore, we're adding a second one in Q3.Swyx [00:14:58]: What's it like? I've never built a data center. Do you go to Equinix and say, “I want some slots?”Jake [00:15:05]: Yeah. Equinix. You basically go and say, “I want power and I want a cage.” They say, “Great, here's what it's going to be.” You rent the cage for a period of time, fill it with racks and servers, and hook up internet to it. That's all the pieces.Swyx [00:15:36]: Then you handle everything else.Jake [00:15:37]: You handle everything else.Swyx [00:15:39]: What's the math versus clouds doing it for you?Jake [00:15:43]: If we rented in the cloud, our payback period when we go to metal is about three months.Swyx [00:15:50]: Which is crazy.Jake [00:15:51]: It's nuts. That's four years of depreciated hardware. You're going to see a lot of this compute crunch because hyperscalers are buying up a lot of stuff. We're working directly with OEMs, resellers, and people building these machines: Supermicro, Dell, and others.Jake [00:16:11]: Upstream, there's a bunch of supply pressure. When we raised our last round, between deploying capital for servers and now, the amount of money we've raised is less than the amount of money we have in the bank plus the value of the servers because the servers have appreciated as RAM has gone up. It's nuts how valuable hardware has become.Jake [00:16:50]: If you look at hyperscalers, they deployed around $80 billion of capital expenditures this year, and next year will be more. That's a massive infrastructure build-out. You look at that and think it's crazy that they're spending way more than the Manhattan Project. But if every person is going to run dozens or hundreds of agents in parallel, you have no conceptual idea how much compute is required to make that experience happen, even if you're deeply efficient and sharing resources. And that doesn't even count inference.Swyx [00:17:22]: How do you plan the build-out? The growth chart is so vertical. Are you usually at 100% utilization as soon as racks are live? How far ahead are you planning?Jake [00:17:33]: We still maintain cloud presence for bursting. We work with AWS, GCP, and a few other clouds. We can rent, and then the moment we get space or power, we compact those workloads off the cloud. We started on the clouds, then built a system to migrate to our own metal. There's nothing that says you can't continually do that again, and that's exactly what we do. We never want to be compute constrained.Jake [00:18:09]: At the start of the year, we actually became compute constrained because one upstream provider wasn't able to give us quota at the rate we needed, and the hardware was slower. I spent a weekend rebuilding our entire network overlay so we could straddle five clouds: Oracle, AWS, ourselves, GCP, and one other one. We can do more than that now.Jake [00:18:38]: We got into a spot where we were trying to pack instances tight because we couldn't get enough compute. That led to a few reliability issues, which are now past us. I made a tweet pointing out that it's becoming harder and harder to acquire compute at the rate these models need to acquire compute. We got bit by it.Swyx [00:19:15]: How do you think about pricing knowing you might not have your own metal available at all times? Are you pricing assuming you need extra margin if you end up going into the cloud?Jake [00:19:26]: Because we've built out our metal data centers, our margins on metal are around 70%. We can deeply subsidize the cloud business if we want to scale at a reasonable rate. We have a few levers: metal, which makes the margins; cloud burst; debt to buy servers; and venture capital. It's an interesting operational problem: how much cash do we have, how much should we raise, how quickly can we deploy it, and can we scale revenue as quickly as we scale compute?Jake [00:20:05]: If we continue making it trivially easy for people to build and deploy, then the faster we close that loop and the more operationally excellent we are with capital, the faster the business can scale. It's almost a straight linear deployment rate.Financing Infrastructure: Hardware Debt, VC, and Operational LeverageSwyx [00:20:20]: I think infra startups raising debt is a tool people don't utilize enough or know enough about. What can you tell us about that? Is it secured against your CPUs?Jake [00:20:32]: It's secured against our hardware.Swyx [00:20:37]: What rates do you get? Who are the lenders?Jake [00:20:39]: We pay prime plus a spread, and we can refinance any of the debt as rates go down. The terms are pretty good. The unfortunate thing is that Twitter has no nuance, so people say, “Venture debt bad.” But as with all things, there are specific tools and areas where you can be deliberate instead of using one tool as a hammer. Venture capital is not the hammer for everything. You have to explore and figure out what works.Swyx [00:21:12]: VC is usually the most expensive financing you can get.Jake [00:21:15]: Yeah. I also think people think about VC incorrectly from a capital-raising perspective. Most people think, “How do I raise as much money as possible from whoever is probably the best I can get at that time?” That's close to right, but what we've tried to do is figure out what unfair advantage we can buy with that equity.Jake [00:21:34]: It's the most expensive equity you're going to give away at that point in time, assuming the company keeps getting better. How do you use it to work with someone stellar who complements you? In the seed stage, I had never started a company. Ray Tonsing had good advice, and I could text him all the time. He was really fast. Awesome.Jake [00:22:01]: Then with John and Erica at Unusual, they said, “You roughly know what you're doing building a product. We'll mostly leave you alone and be available for advice.” Amazing. Then we got to Series A and the business was an operational tire fire because we didn't know how to scale a business. Work with Erica, and Jordan is over at Redpoint, so bonus.Jake [00:22:28]: Now we've raised from TQ and FPV as we're moving into enterprises. Every step of the way, we've asked: who can we partner with at this specific time to unlock the next section of the journey? I don't know enterprise sales. As an engineer, I can eyeball what features we might need, and we have wonderful people internally who can help. But you want boardroom dynamics where everyone is aligned and asking, “How do we win this?” instead of bickering about strategy.Data Centers in Space and the Physics of ComputeSwyx [00:23:31]: You had a tweet about data centers in space. Why no data centers in space?Jake [00:23:37]: It's not “no data centers in space.” My hot take is that I think it is solvable. I've just never seen anybody solve it.Swyx [00:23:49]: You said, “How are you going to dissipate that much heat in a vacuum?” You're making a physics claim.Jake [00:23:55]: I haven't seen anybody prove how you're going to dissipate that much heat in a vacuum. It doesn't mean it's not possible. It just means nobody has brought it up yet.Swyx [00:24:05]: Astrophage.Jake [00:24:06]: I don't know what that is.Swyx [00:24:07]: The Martian thing. Okay, you're very logical.Jake [00:24:09]: It could work. A lot of people are putting the cart before the horse. They say, “We're going to put data centers in space.” Okay, but how? “We have time to figure it out.” It's like in The Martian where they ask how they're going to intercept something and say, “We'll figure it out.”Swyx [00:24:36]: Making a bet on human invention is weird because you blind trust that it can be solved. But with physics, there are first-principles bounds you can put on it. Maybe not. Maybe you're asking to travel time or break a fundamental thermodynamic law.Jake [00:24:57]: I don't know how VCs do this either. How do you know what's not possible and a grift versus what's possible but sounds completely insane? “We're going to put data centers in space.” Coin flip as to which it is, and I guess you'll know in 10 years. That's one cycle.What Agents Need: Versioning, Observability, and 1,000x ScaleSwyx [00:25:23]: Moving back to agents. The branching, fast spin-up, and orchestration you do feels like pre-work that happened to be exactly what agents want. What do agents want differently than humans?Jake [00:25:37]: They want the ability to version things. It's not that different; it materializes slightly differently. Agents want a way to test changes incrementally. Engineers have feature flags. Is there a reason agents can't use feature flags? I don't think so.Jake [00:25:54]: They want version control. Can we use Git or not Git? That one is up in the air. I think something outside Git will emerge for how we version these things over time. They need observability. You need to query what happened, when it happened, which steps failed, traces, logs, metrics, and all the rest. They need network, compute, and storage. They need to write files, save files, iterate on files, and snapshot file systems.Jake [00:26:25]: A lot of what humans needed is in line with what agents need. Branching and forking are not different; we're just moving 1,000 times quicker. It can look like you need something massively different, but what you need is something massively better than what existed. You need orchestration massively better than Kubernetes. You need networking probably better than Envoy. It goes all the way down the stack.Jake [00:26:55]: If the workload profile doesn't change so much as it gets massively compressed because you need thousands of these things, what assumptions change? etcd is going to melt. You need to replace it with something. You can go all the way down the stack and say, “That part has to change, that part has to change, and that part has to change.”Jake [00:27:19]: The interesting thing about the super-exponential curve is that you have to build systems where you can rip out those parts at any time because a new bottleneck might emerge. You get good at parallel agents, and a different part of the system breaks. So it's similar to what humans needed, but at 1,000x scale.Jake [00:27:55]: How do you do code review in the age of agents?Swyx [00:28:00]: You throw more agents at it.Jake [00:28:01]: You don't. But then who reviews for CVEs and all these other things?Swyx [00:28:07]: More agents.Jake [00:28:08]: And that's how we hit the inference wall. You can continually throw agents at the problem, but I think there's a limit to the number of agents you can throw at a problem.CLI, Agent Handles, and Closing the LoopSwyx [00:28:24]: You already had a CLI before it was cool. How is the shape of what you're exposing changing, if at all?Jake [00:28:28]: CLIs have always been cool. The CLI changes because we think about how to give Claude, Codex, ChatGPT, or any model a handhold.Jake [00:28:50]: A CLI is a single command: deploy, get logs, and so on. Things that were prohibitively annoying to humans are not annoying to agents. They're nice. If I handed you a CLI with 40 arguments and 600 flags, you'd think, “I'm never going to use all of this.” But if you hand it to an agent, it says, “This is excellent. I have so many handles to work with.”Jake [00:29:24]: If you're going to expose things to agents that way, you want as many handles as possible where they can get information, query dynamic information, and close the loop quickly. Most problems right now are about how to close the loop as quickly as possible. Where does the agent get stuck, and how can you remove that?Jake [00:29:49]: Telemetry is important. If you can tell where the agent gets stuck from the CLI and say, “12% of people deviate from the happy path because of this, and now I add this argument and drive it down to 2%,” you massively increase the rate of loop closure.Jake [00:30:03]: That's how we think about not just the CLI, but every point in the dashboard. It's a user journey: I hear about Railway. I get something deployed. I get my first green build or aha moment. I see an endpoint, logs, whatever. Then I iterate. The iteration loop is indefinite. The user wants to deploy a new thing, a Postgres instance, change code, and keep iterating.Jake [00:30:36]: If you focus on the iteration loops and what's blocking them from closing quickly, one thing we say internally is: you never want to be waiting on compute anymore. You always want to be waiting on intelligence. If you're waiting on compute, there's a bottleneck that needs to be destroyed because eventually that bottleneck becomes so large that another workflow emerges to change it.Jake [00:31:04]: We've built a product where you push code, build it, and so on. But I fundamentally believe the push-pull loop is going away. We'll get to a point where you make a small change in production, that change is versioned across your infrastructure, you're working alongside copy-on-write versions of your database and infrastructure, and then you merge it in and it's instantaneously live. That's the holy grail of loops. The push-pull-rebuild thing is a point of friction that we're removing entirely.Canvas as Output: Dashboards, Context Anchors, and HyperstructuresSwyx [00:31:43]: It's incredibly fast. If anyone hasn't tried it, that fast feedback is great. My hot take is that Railway was famous for its canvas, which visualizes your infrastructure and lets you manipulate it visually. But that was for humans. For the next phase of growth, Railway CLI is more important than canvas.Jake [00:32:05]: The canvas is funny because it's a mechanism to show changes over time. You're right that previously we used it a lot as an input. Moving forward, its goal is more like an output. You would go to the canvas, make changes, see them, and watch your infrastructure evolve. Now agents have access to the CLI and can make those changes. So the canvas becomes an output: what information does the human need at this moment to make suitable decisions about control requests? Do I approve this or not?Jake [00:32:57]: It also has to be an anchor for your context, a port in the storm. Think of it like layers in a file system. You start with a project, then drill down into services, then into a function or code, because you want to represent the entire thing not just in your head, but in the canvas. Other people can share that representation, think on the same wavelength, and move quickly.Jake [00:33:33]: A lot of organizations get in trouble as they scale because all the context lives in someone's head. “How does this microservice work?” “I have no idea; go ask this person.” Then you have whole categories of products built around context discovery. A lot of that melts away if you have a solid hierarchy and can infinitely nest services, code, context, and everything else all the way down. That's what lets you build these structures over time.Jake [00:34:18]: It's also what lets us build what I've called hyperstructures: things that are way bigger. You look at the Golden Gate Bridge and ask, “How did we build that?” There's a meme that we lost the technology. To some extent, yes, because the coordination that built those things evolved and changed. We lost some of the art of building structure as we jammed everything into Slack.Swyx [00:34:52]: But you jam everything in Discord.Jake [00:34:53]: Same point. It doesn't matter. It's message passing and interrupts, message passing and interrupts.Swyx [00:35:00]: So you're arguing there should be something better and more structured than Slack?Jake [00:35:04]: Yeah. For sure. I think Slack is awful, and Discord is awful too.Central Station: Context Routing, Support, and Incident ClustersSwyx [00:35:09]: This is the equivalent of my mom test. What have you done that has your solution to this?Jake [00:35:15]: Internally, we've built a tool called Central Station that aggregates all the context from our users. Every piece of feedback, every customer support item, everything gets aggregated into clusters. If an incident is brewing, we can determine how many users are affected and break off a discussion based on that.Jake [00:35:40]: That is more helpful than long-running channels where you're trying to decide which channel to put something in. If you can dynamically aggregate information and dynamically route it to the right person based on context, it works better. We know internally that these four people are close to networking. If we see a networking thing, we can drill it down to those four people. If it's with this part, we can look at the commits. This is no longer a manual process internally.Jake [00:36:13]: If you go to station or help.railway.com, that's why we built it. We wanted to scale with a massive amount of leverage by aggregating feedback.Swyx [00:36:27]: This is built in-house?Jake [00:36:28]: Yep.Swyx [00:36:29]: I remember helping out on this one with Angelo in 2023. You scale a lot with a very small team.Jake [00:36:38]: Yeah. We're about 10 times bigger now.Swyx [00:36:40]: You have your full developer code here? Very cool.Jake [00:36:44]: If you go to railway.com/stats, we expose this as a pub-sub-able thing. It's all real-time metrics. There's a way to get it as JSON somewhere if you care.Jake [00:37:01]: We're big on trying to build everything in public and talk about what we're working on. We've had issues in the past, and we'll say, “Here's how we're fixing these things.” We've gotten compliments and flak for incident reports. We're always trying to make them better and talk with people.Incidents, Disclosure, and Progressive RolloutsSwyx [00:37:20]: You had a big one recently. I liked that it was scoped to 3,000. You presumably used Central Station. Talk through what happened and how you address it internally as a team.Jake [00:37:38]: Internally, this one really sucked. It had to do with an upstream provider that didn't do the behavior it said it documented, which is unfortunate given they wrote the RFC for how the behavior should work. We rolled those things out, and Central Station caught it initially when a couple users said caches weren't invalidating. We turned it off immediately.Jake [00:38:03]: When you roll out to a large user base of three million people, you get a lot of disparate behaviors. We tested in staging and had tests, but we hit an edge case. We've hardened those systems, and now we can make that better. But it was a tough one.Swyx [00:38:39]: I always wonder how private disclosure is supposed to work if people find an issue. Are they supposed to contact you first? When you run a platform, these things will happen. What channels should people pursue to quietly resolve it before it becomes a bigger incident?Jake [00:38:59]: There's responsible disclosure. We err on the side of over-disclosing and letting you know something is wrong versus having your provider gaslight you. We've erred on sharing those things more publicly, even if they impact a small subset of users. That's a decision we've made internally. We have four values. One is honor. The honorable thing is to notify people to the widest degree at which they may have been affected or there was an issue, and then confront it head-on: why did it happen, what can we do better?Swyx [00:39:45]: Not the whole user base. That's because of incremental rollouts and other things?Jake [00:39:50]: Yeah. Progressive rollouts.Swyx [00:39:54]: That should be the norm at all large platforms.Jake [00:39:58]: It should. A variety of companies do this. There's the quote that Meta runs 10,000 different versions of Meta. To our earlier point about agents, they need the same thing. They need shadow traffic and all these other things. We've built so much ceremony around production being sacred that we need to make it trivially easy to test different behaviors in a safe environment. Then you can make mistakes in a safe environment.Safe AI SRE: Customer Agents, Forked Environments, and Production ParityAlessio [00:40:30]: Do you see a world where these things get automatically caught, not necessarily by your agent, but by your customer's agent? The cache invalidation issue seems easy to check if you know to look for it.Jake [00:40:44]: It's hard because to determine it, we almost need to hook into your observability infrastructure. That's why we have the template loop on the platform: so you can roll things out progressively. You can roll out to Johnny Vibe Coder initially, or push a shard that someone consumes at their own leisure. Or you can roll it out over weeks: 0.1% of people, 1% of people, early adopters, then all the way up. That's the non-deterministic version control we talked about earlier.Jake [00:41:30]: I believe that's where most things should go, because most companies end up building staged rollout systems in-house. It's the same thing built again and again at every company. There's a massive opportunity to consolidate developer debt.Alessio [00:41:45]: You should have a free tier. Model providers give free tokens if you let them use the data. You could give free compute if someone is the number-one shard that goes out and lets you plug into their observability.Jake [00:41:55]: We do that. That's why we talked about the impact on 3,000 people. We start with lower-impact people. Larger companies on the platform are last to receive those rollouts so they have a version of the platform that's deeply stable.Alessio [00:42:16]: I have three services, so I'm sure I get the first rollout. You can nuke my thing at any time. There are all these SRE agent companies. Observability people also want agents that fix upstream problems. You have your own agent in the canvas now. How do you see that playing out?Jake [00:42:39]: It's the stacking entropy problem. If you don't have primitives to make iteration in production safe, it becomes difficult. If you're an observability provider saying, “Here's the fix to this error,” assume 80% are good and make sense. But in the last 20% long tail of complex issues, if you let somebody stamp it, you create an opportunity for an incident.Jake [00:43:08]: That's why forked environments are important. People have staging, but it always drifts from production. You need primitives, workflows, and experience built first-party on the platform so you can fork any service at any point in time.Jake [00:43:33]: I think of the canvas as a sheet of transparency paper. The agent is a little guy you push up into the canvas. It should say, “I need to copy that service and that service so I can test these two things.” It gets a read-only copy of production. Anything that's PII gets marked as a transform when we clone the database, create a copy-on-write version, or read from it. Then the agent makes changes and asks, “Does this actually work?” as close to production as possible.Jake [00:44:22]: That's how close you have to be, or you get massive drift. The system becomes unstable. You see this with massive systems built on Docker for local, Kubernetes for production, and a specific thing for something else. That complexity slows developers and becomes unstable at scale, making it hard to iterate. We want to compress that way down and say, “As close to prod as possible is where we want to be.”From AISRE Skeptic to Agent BelieverSwyx [00:45:00]: I was texting Erica for questions, and she says you were originally not a believer in AISRE. Have you come around on it?Jake [00:45:10]: I flipped, but I'm still not a believer in AISRE if you don't have the primitives to make it safe. If you unleash AISRE on production infrastructure without safe primitives for copying volumes and making sure things are fine, it's going to nuke your production database. It's not a matter of if, but when. I'm a big believer in making those loops safe.Jake [00:45:33]: I was a deep AI skeptic until 2023. In 2024, I thought, “Maybe I can roughly make this thing do it.” In 2025, I thought, “Now I can hold this.” Over winter break, everybody came back saying, “It's almost impossible to hold this.”Swyx [00:46:01]: Did you see this on the Claude docs? CloudBot? OpenCloud?Jake [00:46:06]: It's gotten to a point where it's harder to hold it wrong than to hold it right. There's a scene in Avengers where Vision picks up Thor's hammer and says it's terribly well-balanced. It self-balances and works well. I'm a deep believer at this point that this will be the dominant species: assembly, C, C++, JavaScript, words.Swyx [00:46:35]: It feels like a big jump.Jake [00:46:37]: It is. But it's not like you abandon CPU-based discrete logic and move straight to fuzzy logic. You need both. Your skills should call code or applications or some static structure. You can use skills to distill what the procedure should be or how the code should act.Jake [00:47:02]: I'm coming to a thesis: you need three points. You need a clear spec defining the system, the code, and the tests. When you say it out loud, if you've been in engineering long enough, you're like, “Of course. That's an RFC, tests, and code.” But they all matter. Having them together lets them reinforce each other: the spec and tests match, but the code doesn't, so reconcile it. Or the tests and code match but the spec doesn't, so reconcile that. That's the iteration loop.Jake [00:47:41]: That's why you're seeing people talk about software factories, docs, and reconciliation. Some of that is architectural astronomy if you don't implement it, but that loop is where most things will end up.Swyx [00:48:07]: For listeners, we've been talking about this on the pod for three years: the holy trinity of specs and tests. Itamar Friedman from Qodo is the reference if people want to look it up.Self-Modifying Infrastructure and the End of Push-Pull-RebuildSwyx [00:48:18]: One thing I want to mention on the OpenCloud idea is self-modification. I don't know how Railway would support it, but I have my OpenClaw, and I just tell it it has the Railway CLI and can do whatever. In theory, whatever capabilities or new infra it needs, it can call the Railway CLI, provision it, and add it to itself. The agent can modify its own infra.Jake [00:48:45]: It's nuts. I have a loop set up where you put the Railway CLI on top of something that runs on Railway. You're authenticated as whatever the current box is, and you can make any changes to it. Then you call Railway deploy, and it deploys itself.Jake [00:49:04]: It's like: “I need to spin up this instance of this environment. I already exist in this environment. Excellent, I have access to a Postgres instance now.” That's where we want to go with agentic, self-replicating infrastructure. That's your loop: iterate in production. You continue making changes. If it works, merge it upstream. If it doesn't, throw it away.Jake [00:49:37]: How do you make throwaway copies trivial to spin up and super cheap? The era of “I have an AWS instance with four vCPU and 16 gigs of RAM” is going to get destroyed. If you do that for agents, you need a thousand of those machines. It's prohibitively expensive compared with what we've spent a ton of time figuring out: the atomic unit of deploy, whether you call it isolates, sandboxes, or something else. Only pay for what you use, spin up instantaneously, and close the loop as quickly as possible.Jake [00:50:15]: If the system can self-replicate safely and say, “This is my environment, I'm making these changes,” it can come back with, “Does this look good? This is a new state of infrastructure given this prompt. I think I've solved it.” Then you go back and say, “Actually, it looks different.” It does the loop again. Then you say, “Cool. Apply.”Swyx [00:50:38]: That's retroactively obvious, which is the most useful kind. Any other comments on agent deployment on Railway?Jake [00:50:51]: It's getting better every day. I'm on X or Twitter. You can always yell at me about the parts not working as well as they should, because plenty of things should work way better.The New Serverless: Stateful, Long-Running, Pay-for-What-You-Use LinuxSwyx [00:51:04]: At this stage, when people want massively or embarrassingly parallel compute, they usually talk serverless. I feel like there's a new serverless compared to the previous five years of serverless. You're in that new bucket. Do you have comparisons or philosophical differences you want to call out?Jake [00:51:31]: It's somewhere in between. It's the ability to run stateful, long-running workflows or executions.Swyx [00:51:42]: Vercel has Fluid Compute, Cloudflare has some container thing, Google has App Runner and others.Jake [00:51:55]: That's where everything is roughly going, and it's why we've been working on this for six years. We believe users need access to a computer: a box that speaks Linux. They need to deploy what they want. Other systems change the surface area of what you can build. For us, users need a computer and need to deploy anything they truly want. That's why we've focused on the primitives: network, compute, storage. If we give you those and expose them so you can run things indefinitely, that's where we believe it's going.Jake [00:52:43]: Twitter has no nuance, so everyone says “servers” or “serverless.” It's always somewhere in the middle: I want to run it for a long time, but I don't want to provision the resource statically or pay for things I'm not using. That's been our thesis from day one: pay only for what you use, run it indefinitely, and it is full Linux.Swyx [00:53:12]: That's why I like the naming of Fluid. It's fluid. Flexible.Heroku, Focus, and Carrying the Torch Without Becoming the PastSwyx [00:53:18]: Another milestone is the Heroku official deprecation. You're one of the presumptive new Herokus. “New Heroku” has been a category for as long as I've been in developer tooling. It's finally happening. What was that like? Any behind-the-scenes of, “This is the moment”?Jake [00:53:42]: You have people where you're like, “You were running stuff on here? You, as this company?” It's crazy that names you would know are running on it and now coming to us saying, “We want to move a lot of this off.”Swyx [00:54:00]: Any behind-the-scenes on why Salesforce let Heroku stagnate?Jake [00:54:05]: I can only guess. It's hard when it's not your business. Salesforce's business is to build a great CRM. That's their focus. Then you acquire a compute business as an offshoot. A lot of early Meta people talk about focus. Boz has a write-up about how in the early days of Meta they had no money, so they were forced to focus. Then they turned on the money tree and had no reason not to split their focus.Jake [00:54:52]: But that dilutes your product. You get offshoots where you ask, “Is this the focus of the business?” If it's not core, it languishes. A lot of companies get in trouble when they split focus because they're fighting a multi-front war, not just externally but internally for alignment. Where are we going? What are we doing? What is our purpose?Jake [00:55:24]: If you're Salesforce-built and mission-driven, you want to work on Salesforce. Heroku is off to the side. It's not core to the business. Getting resources, budget, focus, and alignment internally becomes hard. It was a matter of time.Swyx [00:56:06]: Kudos for them to call it out instead of leaving it unknown.Jake [00:56:12]: Their release was a little odd. They called it out, but they didn't say they were shutting it down. Behind the scenes, I think they issued messages to people saying they should close accounts and that they were going to deprecate and remove things over time.Jake [00:56:30]: It's crazy because some of my first deployment experiences were on Heroku. You start with dragging things into an FTP server, then you try to get a deploy working, and then it's Heroku. It was the on-ramp for us. But the wheel turns. New things emerge. We're happy to carry the torch for a lot of that. But we don't want to be the new Heroku. We want to be the way people build and deploy software, and ultimately the way people monetize software over time.Swyx [00:57:19]: It's still a big crown to be the new Heroku. There are 50 companies that fought for that.Jake [00:57:23]: Everybody is holding some portion of it. We're happy to support people and companies. The platform works differently. The game loop is similar, but we've been dogmatic about where these things are going: primitives, agents, fan-out. Some things fit; some workflows need to change. We have an approximation of Heroku pipelines with the environment system. It's exciting. We've got a ton of people we can support, and it's growing a lot.Temporal, Workflow Engines, and State MachinesSwyx [00:58:12]: I have one more technical question about Temporal. I've sold my shares. You're a power user and one of our earliest customers. I met you through Temporal. You built on Temporal. You have complaints. This may be the most neutral and informed conversation anyone will hear about Temporal without someone working at the company.Jake [00:58:39]: That's fair. I've used Temporal for almost 10 years because of Cadence at Uber.Swyx [00:58:52]: Give people a sense of what Cadence was at Uber.Jake [00:58:57]: Cadence was the precursor to Temporal. It powers trip actions, rides, when you rent a Jump bike or scooter or car. You're running workflows for a period of time and saying, “This ride will run indefinitely until it finishes.” You attach information: you paused in this zone, so add this charge to the bill. When you end the trip, the workflow is done. That experience was powered by Cadence at the time.Swyx [00:59:34]: I used to say it's like programming the entire user journey top-down as one function.Jake [00:59:39]: It's a powerful idea and important. It's also important for the next phase of the agentic journey. You want an agent to do a specific task, be complete or incomplete on that task, and move on to the next thing. You need a way to manage workflows dynamically.Jake [00:59:59]: Temporal was always great in theory, and great when you got it working the way you wanted in production. But it required you to model the entire journey in your head. If you didn't, you could cause issues where replaying the state of the workflow causes non-determinism.Swyx [01:00:25]: Because it works on deterministic workflow history.Jake [01:00:28]: Exactly. I describe it as a jet engine. If you know how to operate it and run it, it's great. But you can't hand it to people trying to build complicated things if they don't have the whole state in their head.Jake [01:00:48]: We run our whole deployment pipeline on top of it. That's a reasonably complicated workflow: pre-commit hooks, signaling, queuing, and all the rest. We ran into the same thing at Uber. As you express a large workflow, it gets more complicated, with more states in the state machine that you have to map back to the workflow.Swyx [01:01:15]: It's a lot of ifs.Jake [01:01:16]: Exactly. At Uber, we built a system for doing the state machine and testing it. We've started to build some of those things here because it's grown heavily. It's not quite love-hate. When it works well, it works super well. But if someone who doesn't have full context puts something into the system that invalidates state or causes non-determinism, or spins off a ton of activities, you have to keep track of underlying SRE knobs like activity slots. Those should scale with memory, vCPU, and so on. It becomes a bear to scale.Swyx [01:02:10]: You need a capable sysadmin running things behind the scenes. If you moved off, what would you do?Jake [01:02:19]: We'd build our own workflow engine. We have a few internally that we've worked on.Swyx [01:02:27]: This is one of those classes of things you typically wouldn't vibe code, but I'm wondering if you can.Jake [01:02:33]: I still don't think you should vibe code it. You still want to run decent tests to make sure it works.Swyx [01:02:39]: Timo didn't invent that from scratch either. There are libraries you can run. On top of that, it's just a state machine that you have to map out. Ultimately, you define the instructions you want and run them through a state machine.Jake [01:03:00]: It's very doable. Workflow stuff is interesting. Restate is doing neat stuff here.Swyx [01:03:10]: You're tied into JavaScript. Are you a JavaScript maxi?Jake [01:03:13]: Internally, we have TypeScript, Rust, and Go. We don't add more languages. Actually, we have a little C because we write BPF code and hooks. But those are the languages.Swyx [01:03:28]: Is this for sidecars?Jake [01:03:32]: No. It's for the networking stack, volumes, and things like that. We use TypeScript a lot because it powers the dashboard, but we're moving a lot of workflow stuff off the dashboard stack and into the infrastructure stack.Railpack, Nixpacks, and Content-Addressable FilesystemsSwyx [01:04:00]: Cool. Any other technical infrastructure stuff? Railpacks?Jake [01:04:07]: We built an engine for determining dependencies based on source code. It's called Railpack. We built the first version, Nixpacks, on top of Nix, and then we moved.Swyx [01:04:17]: People have been trying to get me to adopt Nix and NixOS for four years. Is it ever going to be a thing?Jake [01:04:23]: I don't know. We're excited about it, but it has pain points. Think of it as a stack of versioned binaries at specific slices in time. If you want version X and version Y, you bloat the package space, which blows up image size and makes real-world workloads difficult.Swyx [01:04:53]: But you content-address it and cache it. In theory, there are optimizations.Jake [01:05:00]: In theory, yes. But with a large enough user base and disparate enough machines, you run into a problem Meta described in the XFAAS paper, their internal serverless system. It becomes difficult at scale unless you break out specific runtimes.Jake [01:05:24]: We didn't want to do that because we wanted to truly allow you to deploy anything. That was our initial thing with Nix. But we've moved toward interesting work around content-addressable file systems that can lazy-load anything from any point and page it into memory.Swyx [01:05:48]: Amazing.Jake [01:05:49]: The future is very bright. It's crazy, and it's going to be nuts.Coding Agent Spend, Roadmaps, and Token ROISwyx [01:05:54]: Founder journey stuff?Alessio [01:05:56]: Your cloud usage: you tweeted you're going to spend $300K this month?Jake [01:06:01]: I think we got to $200K.Alessio [01:06:02]: Coding agents?Jake [01:06:03]: Yeah.Swyx [01:06:04]: Across the company?Alessio [01:06:05]: You only have 35 people, so I'm sure they're not all spending $10K a month. What's the distribution?Jake [01:06:10]: I think I'm at about $25K. We have power users all the way down. We came back from winter break, and I basically said, “If you're writing code by hand, you're doing this wrong.” The tools are good enough now that you can move extremely quickly. There are issues and pain points, but you should be reviewing the code you are writing instead of writing it by hand.Jake [01:06:40]: Architectural patterns matter more now than ever, but you shouldn't spend your time generating code you would write. If you know how to write it, ask the agent to write it and reconcile it until it looks like you would have written it yourself.Jake [01:06:58]: People misconstrue my propensity to push people toward agents as connected to our growth and some reliability bumps. They're not necessarily related. The tools are good enough to move extremely quickly and build things way larger than you could before.Jake [01:07:19]: To the earlier point about cooling data centers in space: I don't know. But with software, you can ask, “How would I build block storage from scratch? How would I do these things?” I have ideas because I have history and have read papers. Let me work them out and build massive test benches with thousands of tests, because those are now free to author. If you're not using AI systems to speed-run your roadmap and reconcile your existing system onto the future, you're missing a large point of what's happening.Alessio [01:08:12]: What's the path to spending $3 million a month? Is it bound by ideas and things customers can absorb?Jake [01:08:19]: For most companies, it's bound by deployment at this point. That's why we've seen a massive boom in users and companies, from Fortune 50s down, asking how to get developers to move faster. You'll probably hit your CFO before any technical limits because they'll look at the eye-watering amount of money spent on tokens. Inference costs have to come down, but we're inference constrained now. There will be price discovery around what makes sense for an org to adopt.Jake [01:09:06]: I think you'll end up with the F1 driver concept. If someone is really adept at these things, it makes sense to put them in a $3 million car. If they're not, it probably doesn't make sense. You'll take a few people and say, “You can drive the F1 car. We need to go in this direction. Figure out if it works and prototype it.”Jake [01:09:33]: We've done some of that and vastly accelerated our roadmap. We thought we'd ship something in a few years; now we can probably ship it in a few months because we validated it and don't have to build it incrementally. We can skip steps and move toward our vision.Alessio [01:09:58]: A lot of people are realizing the roadmap doesn't always have a business impact, so they say tokens are too expensive. But if your roadmap were built to make more money by the time you built it, you'd have token pricing for it, the same way you do with sales. You'd spend a billion dollars on sales if you knew you would get $2 billion of revenue.Jake [01:10:19]: Exactly. A naive way to measure this is the percentage of tokens that end up in production. If you can measure impact because those tokens end up in production, that's awesome. But the burden of proof will rise. Internally, we have a growing number of pull requests that haven't merged. The question becomes: how do you get this into production? It's about how quickly you can build and deploy software, which is exciting because that's our whole thing.The SDLC Shift: Prompt Requests, Feature Flags, and Safe RolloutsSwyx [01:10:56]: The SDLC is changing. One thesis is that the pull request is dying. It's going to be the prompt request. Beyond that, code review is also kind of dying if you have all the other systems in place. What else is changing about the SDLC?Jake [01:11:19]: The AISRE and the tools to make it happen. AISRE is pie-in-the-sky aspirational. What does it take to get an AISRE? What tools do you need to build?Swyx [01:11:32]: You should expose your tooling to customers at some point. The Central Station command center.Jake [01:11:39]: We have it for template maintainers. Template maintainers can deploy and maintain templates, and they get feedback. We're going to expose those things incrementally.Swyx [01:11:51]: Clustering around incidents. Everyone has a version of that, but I don't think anyone has solved it.Jake [01:11:56]: I won't say we've solved it internally, but it's gotten so good that we can see incidents forming pretty quickly. At some point, those will be things either someone else builds or we build. We've always built things purpose-built for us. If it makes sense to make it useful for users, monetize it, or turn that loop into a profit center instead of a cost center, we want to do that.Jake [01:12:28]: Pull request is definitely dying.Swyx [01:12:29]: Do you do first-party feature flagging and incremental rollout stuff?Jake [01:12:34]: We have a feature-flagging engine we built internally and will eventually roll out.Swyx [01:12:38]: I don't see it as a user. How come you didn't give us what you have?Jake [01:12:43]: We have to beta test it. We care a lot about the quality of the things. There's plenty we've used internally that doesn't make it all the way through the journey because it fails. It works for one service but not multiple services. We'd have to build it for multiple services and know that if we released it, we'd rebuild it again and again. Some things are worth that, but many inform the roadmap.Jake [01:13:18]: We don't want to dilute the experience by saying, “This works, but only for this service,” unless it's a core initiative. Over the next few months, we'll roll out things that work for a single service, then multiple services, then multiple services across the environment. You have to be deliberate. Otherwise you create broken disparate experiences and support load because people ask how to use the feature.Jake [01:13:52]: It's the earlier expansion and compaction pattern. You expand the company to get features, then compact and smooth them out so the experience is stellar. You told me in the hallway, “It's gotten so much better.” Internally we're saying, “This part really sucks. We need to make it significantly better.”Swyx [01:14:11]: I can attest to that over the last three years watching you build Railway. For listeners, feature flagging is a huge part of Uber culture. So much so that they have too many feature flags and another thing to remove feature flags. Facebook has Gatekeeper. Agents are going to need this. It's fundamental to incremental rollouts. OpenAI acquired Statsig. GPT-5 is routing and flagging through different models.Jake [01:14:56]: It's super important. If the software development lifecycle is going to change because we're doing things 1,000 times faster and 1,000 times more concurrently, what becomes important at scale?Jake [01:15:16]: Before I started Railway, I built a feature-flagging product and tried to sell it. It was an easier version of LaunchDarkly. I ran into a problem: anyone small enough to adopt your technology doesn't care about feature flags, and anyone large enough to need feature flags needs so much scale that you have to build out all the infrastructure. I scrapped it.Jake [01:15:42]: But what is old is new again. Companies are trying to move quickly, but you can't YOLO a vibe-coded thing straight into production. You need to say, “Here's my blast radius, my impact, and I want to shadow it for these users.” Feature flags. You're going to need the tools larger companies built to maintain their structures. Everything gets compressed by 1,000x so everybody can build those structures quickly.Jake [01:16:07]: That's exactly where we are: compressing the software development lifecycle, then expanding it and adding more new things.Cattle, Pets, and Clonable InfrastructureSwyx [01:16:15]: Another term that comes to mind for newer developers is “cattle, not pets.” People treat production like a pet. It has a name. You baby it and keep it alive. With cattle, you can mass farm, roll out, portion parts out, and kill them.Jake [01:16:37]: I think that might change. You can move toward having pets as long as you have a cloning machine for your pets.Swyx [01:16:52]: Yeah.Jake [01:16:52]: If you can snapshot every single thing at every frame, it doesn't matter if something gets obliterated because you have a snapshot of it. The things we've built right now are designed to block changes from the hermetically sealed DevOps line. You have to write a Dockerfile because you nee
Ein Sturm auf hoher See, schwächelndes Material – und ein waghalsiger Versuch, die aussichtslose Situation zu retten – von alledem erzählt in dieser Folge der Reiseflops Dokumentarfilmer, Abenteurer und Fotograf York Hovest. Übrigens: Die ausführlicheren Hintergründe zum in der Folge angesprochenen Projekt „Heroes of the Sea“ könnt ihr euch in Episode 183 des Weltwach Podcast mit York Hovest anhören.----------------------------------Über das Format "Weltwach Reiseflops":Niemand scheitert gern – auch nicht auf Reisen. Aber im Nachhinein betrachtet ergeben die kleinen (und etwas größeren) Pleiten und Pannen unterwegs oft die schönsten Erinnerungen – und amüsantesten Geschichten.Genau die gibt es in dieser Show: Weltwach-Moderator Erik Lorenz zelebriert mit seinen Gästen genüsslich Stories von großen Rückschlägen und kleinen Fettnäpfchen, von Zumutungen und schmerzhaft erlangten Einsichten, fernab von Instagramability und aalglatten Abenteuergeschichten. Warum? Weil ein bisschen Schadenfreude glücklich macht. Und weil sich immer wieder zeigt: Hinter der Niederlage lauern wertvolle Lektionen. So mündet auch das hingebungsvollste Jammern für gewöhnlich unweigerlich: in einer Liebeserklärung an das Reisen. Du hast einen wahnsinnig witzigen oder lehrreichen Reiseflop erlebt und möchtest uns davon erzählen? Großartig! Melde dich bei uns über https://weltwach.de/reiseflops/. ----------------------------------Dieser Podcast wird auch durch unsere Hörerschaft ermöglicht. Wenn du gern zuhörst, kannst du dazu beitragen, dass unsere Show auch weiterhin besteht und regelmäßig erscheint. Zum Dank erhältst du Zugriff auf unseren werbefreien Feed und auf unsere Bonusfolgen. Diese Möglichkeiten zur Unterstützung bestehen:Weltwach Supporters Club bei Steady. Du kannst ihn auch direkt über Spotify ansteuern. Alternativ kannst du bei Apple Podcasts UnterstützerIn werden.----------------------------------WERBEPARTNERhttps://linktr.ee/weltwach Hosted on Acast. See acast.com/privacy for more information.
A WBAI panel with Jenna Flanagan discusses Trump leaving China with little to show, Iran peace talks remaining fragile, and Israel's continued attacks in Gaza and Lebanon despite ceasefires.Subscribe to our Newsletter:https://politicsdoneright.com/newsletterPurchase our Books: As I See It: https://amzn.to/3XpvW5o How To Make AmericaUtopia: https://amzn.to/3VKVFnG It's Worth It: https://amzn.to/3VFByXP Lose Weight And BeFit Now: https://amzn.to/3xiQK3K Tribulations of anAfro-Latino Caribbean man: https://amzn.to/4c09rbE
Gemeinsam mit dem Chat ranken Lea und Felix die wichtigsten Star Wars Spiele. Vom klassischen Arcade-Klassiker aus 1983 bis zum modernen Open-World-Abenteuer Star Wars Outlaws diskutieren wir die absoluten Highlights, die derbsten Flops und die Spiele, die unsere Kindheit geprägt haben. Hat sich KOTOR seinen S-Tier-Platz gesichert? Wo landet das originale Battlefront? Stimmt ihr mit unserer Tierlist überein? Verratet uns gern in den Kommentaren: Was ist euer absolutes Lieblings-Star-Wars-Spiel? Alle Links zum GameStar Podcast und unseren Werbepartnern: https://linktr.ee/gamestarpodcast
Veteran game designer Nels Anderson joins the show to talk about his latest game, Generation Exile, which didn't reach the audience he was hoping to reach. Nels talks about the development challenges, what he thinks went wrong, and what's next for his company, Sonderlust Studios. One More Thing: Kirk: Margo's Got Money Troubles (Apple) Maddy: Couples Therapy (Paramount+) Jason: London Calling (Patrick Radden Keefe) Thanks to everyone who participated in this year's MaxFunDrive! Still want to get in on the action? Follow this link to support this show (and get in on our limited-time keychain sale to benefit the Center for Constitutional Rights): https://maximumfun.org/jointripleclick
Kissing Lips & Breaking Hearts: A U2-ish Podcast with the Garden Tarts
In this episode of Kissing Lips and Breaking Hearts, the Garden Tarts play a fun and thoughtful round of “20 Questions” about U2 shows, ranking favorite concerts, toughest nights, most emotional songs, and the eras they'd time-travel back to in U2 history. They also dig into listener reactions to “Miami,” from its summer vibe and live energy to its place as one of U2's more polarizing tracks, and reveal the next song up for discussion. If you love U2 concert memories, deep-cut song talk, and fan-favorite debate, this episode is for you. And of course, Questions for Bono over Whiskey and Cake™️LEAVE US A 5-STAR REVIEW! It helps people find the show.• ⭐⭐⭐⭐⭐ (5 stars only, please) on SPOTIFY ➡️ https://open.spotify.com/show/2zSuKUbHaQgsKFjEmyG8jo?si=8244b36bcc734ca8• ⭐⭐⭐⭐⭐ (5 stars only, please) on APPLE ➡️ https://podcasts.apple.com/us/podcast/kissing-lips-and-breaking-hearts-the-irreverent/id1478584991WHERE TO FIND US:➡️ http://www.thegardentarts.com➡️ wearethegardentarts@gmail.com➡️ facebook: https://www.facebook.com/thegardentarts➡️ instagram: https://instagram.com/the_gardentarts➡️ threads: https://www.threads.com/@the_gardentarts_u2podcast➡️ https://thegardentarts.com/#subscribe to our newsletter➡️ http://www.patreon.com/thegardentarts➡️ http://buymeacoffee.com/thegardentartsKISSING LIPS & BREAKING HEARTS: AN IRREVERENT U2 PODCAST is produced by us, The Garden Tarts LLC. Production by: Jenny SteadmanGraphic design by: Hillary FrankAll music is by December
Josefine wollte eigentlich nur eins: raus aus dem Alltag und rein ins Abenteuer – sechs Wochen Freiwilligenarbeit auf den Galápagosinseln. Was sie bekam? Eine Reise, die alles abverlangte. Schon beim Abflug kriselt es – gesundheitlich wie logistisch – und was danach folgt, ist ein wahrer Hindernisparcours zwischen Hochland, Hitze, Behörden und haarigen Überraschungen. Und doch zeigt sich: Nicht jede Reise läuft rund – aber manche bleiben gerade deshalb unvergesslich.----------------------------------Über das Format "Weltwach Reiseflops":Niemand scheitert gern – auch nicht auf Reisen. Aber im Nachhinein betrachtet ergeben die kleinen (und etwas größeren) Pleiten und Pannen unterwegs oft die schönsten Erinnerungen – und amüsantesten Geschichten.Genau die gibt es in dieser Show: Weltwach-Moderator Erik Lorenz zelebriert mit seinen Gästen genüsslich Stories von großen Rückschlägen und kleinen Fettnäpfchen, von Zumutungen und schmerzhaft erlangten Einsichten, fernab von Instagramability und aalglatten Abenteuergeschichten. Warum? Weil ein bisschen Schadenfreude glücklich macht. Und weil sich immer wieder zeigt: Hinter der Niederlage lauern wertvolle Lektionen. So mündet auch das hingebungsvollste Jammern für gewöhnlich unweigerlich: in einer Liebeserklärung an das Reisen. Du hast einen wahnsinnig witzigen oder lehrreichen Reiseflop erlebt und möchtest uns davon erzählen? Großartig! Melde dich bei uns über https://weltwach.de/reiseflops/. ----------------------------------Dieser Podcast wird auch durch unsere Hörerschaft ermöglicht. Wenn du gern zuhörst, kannst du dazu beitragen, dass unsere Show auch weiterhin besteht und regelmäßig erscheint. Zum Dank erhältst du Zugriff auf unseren werbefreien Feed und auf unsere Bonusfolgen. Diese Möglichkeiten zur Unterstützung bestehen:Weltwach Supporters Club bei Steady. Du kannst ihn auch direkt über Spotify ansteuern. Alternativ kannst du bei Apple Podcasts UnterstützerIn werden.----------------------------------WERBEPARTNERhttps://linktr.ee/weltwach Hosted on Acast. See acast.com/privacy for more information.
Jeff Lewis is censored. Andy Cohen is mad about all sorts of things these days. Bravo is expected to employ harsh new rules for all those attending and filming a reunion. So much is happening out of the norm these days in the BravoSphere, we can hardly keep up. RHOC Season 20 filing tea leaks. Katie Ginella is furious. Rachel Zoe still does not know the full extent of the Housewives experience. Last, but least, Kathy Hilton takes Amanda Frances under her wings as cast changes are expected ahead of next RHOBH season. @patriksimpson @polatteu @behindvelvetrope @davidyontef BONUS & AD FREE EPISODES Available at - www.patreon.com/behindthevelvetrope BROUGHT TO YOU BY: WHATNOT - www.whatnot.com (Download The Whatnot App To Get Free Shipping On Your First Order To Live Shop on The US's #1 Live Shopping App) NOOM - noom.com (The Noom GLP-1 Microdose Program Starts At $79 and Is Delivered To Your Door In Seven Days) ADVERTISING INQUIRIES - Please contact David@advertising-execs.com MERCH Available at - https://www.teepublic.com/stores/behind-the-velvet-rope?ref_id=13198 Learn more about your ad choices. Visit megaphone.fm/adchoices
For years, conspiracy-minded individuals have called for disclosure on whether or not we have been visited by extraterrestrial life. Today, the U.S. Government finally delivered… or did they? In this free wheeling Friday edition of ‘Will Cain Country,' Will and The Crew dive headfirst into the government's newly released “UFO Files” and see if they can determine whether it's the disclosure we've been asking for, or just another nothing burger.Plus, they react to the “purity test” on Governor Wes Moore's (D-MD) transgender children views and Will disputes Justice Neil Gorsuch's claim that America is a “creedal nation.”Subscribe to ‘Will Cain Country' on YouTube here: Watch Will Cain Country!Follow ‘Will Cain Country' on X (@willcainshow), Instagram (@willcainshow), TikTok (@willcainshow), and Facebook (@WillCainNews)Follow Will on X: @WillCain Learn more about your ad choices. Visit podcastchoices.com/adchoices
Shopify Masters | The ecommerce business and marketing podcast for ambitious entrepreneurs
The founders of Feel Goods built an eight-figure supplement brand with 100 million organic impressions and not a single product on a retail shelf. Their secret was radical transparency, founder-led content, and treating TikTok like a free testing lab before ever spending on paid ads. For more on Feel Goods and show notes click here Subscribe and watch Shopify Masters on YouTube!Sign up for your FREE Shopify Trial here.