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On this episode, OpenAI's chief economist Ronnie Chatterji describes how artificial intelligence is reshaping both the economy and scientific innovation. Ronnie discusses the dual economic impacts of AI — the near-term boost from infrastructure investments like chips and data centers, and the longer-term productivity gains as AI tools integrate into enterprises and consumer life. Beyond consumer convenience, he notes, the key question for economists and corporate leaders alike is when — and how — AI will unlock sustained economic value inside organizations. Tune in for Ronnie's perspective on how AI can help researchers test ideas faster, combine insights across disciplines, and make better choices about which problems to pursue. Read the episode transcript here. Guest bio: Aaron (Ronnie) Chatterji is OpenAI's first chief economist. He is also the Mark Burgess & Lisa Benson-Burgess Distinguished Professor at Duke University. He served in the Biden administration to implement the CHIPS and Sciences Act and was acting deputy director of the National Economic Council. Before that, he was chief economist at the Department of Commerce and a senior economist at the White House Council of Economic Advisers. He also previously taught at Harvard Business School, worked at Goldman Sachs, and was a term member of the Council on Foreign Relations. Chatterji is on leave as a research associate at the National Bureau of Economic Research. He holds a Ph.D. from University of California, Berkeley and a B.A. in economics from Cornell University. Me, Myself, and AI is a podcast produced by MIT Sloan Management Review and hosted by Sam Ransbotham. It is engineered by David Lishansky and produced by Allison Ryder. We encourage you to rate and review our show. Your comments may be used in Me, Myself, and AI materials. ME, MYSELF, AND AI® is a federally registered trademark of Massachusetts Institute of Technology. All rights reserved.
TO LEARN MORE: www.CrossFitEdwardsville.com www.Facebook.com/CrossFitEdwardsville TikTok: @crossfitedwardsville Instagram: @crossfitedwardsville Twitter: @cfedwardsville YouTube: CrossFit Edwardsville TO GET STARTED AT CFE: Book a No-Sweat Conversation with a coach, using this scheduler: https://crossfitedwardsville.com/intro/ You can also find the link to schedule on our website. While this show is educational & entertaining in nature, it does not replace or supplant professional medical guidance from your own physician. Before beginning any exercise or nutrition program, please first consult with your doctor.
In this M&A edition of Market Maker, Anthony and Piers break down Medline's potential $5 billion IPO, the biggest of the year, and what it signals for private equity exits and the 2026 deals landscape. They also explore Amazon's bold entry into the AI chip race with Tranium 3, how it stacks up against Nvidia and Google, and what it means for cloud dominance. Plus, OpenAI hits the panic button as Google's Gemini and Anthropic's Claude rapidly gain ground.(00:00) Medline's $5B IPO(08:52) ECM Process(12:45) Bank Rankings Shuffle(20:06) Amazon's AI Chip(28:09) Cloud Wars Heat Up(32:04) OpenAI's Code Red*****Final chance to join our in-person Finance Bootcamp happening in London 15-19 December 2025. Use code BOOT500 at checkout to access a £500 discount as a loyal podcast fan!
Pedro Domingos, author of the bestselling book "The Master Algorithm," introduces his latest work: Tensor Logic - a new programming language he believes could become the fundamental language for artificial intelligence.Think of it like this: Physics found its language in calculus. Circuit design found its language in Boolean logic. Pedro argues that AI has been missing its language - until now.**SPONSOR MESSAGES START**—Build your ideas with AI Studio from Google - http://ai.studio/build—Prolific - Quality data. From real people. For faster breakthroughs.https://www.prolific.com/?utm_source=mlst—cyber•Fund https://cyber.fund/?utm_source=mlst is a founder-led investment firm accelerating the cybernetic economyHiring a SF VC Principal: https://talent.cyber.fund/companies/cyber-fund-2/jobs/57674170-ai-investment-principal#content?utm_source=mlstSubmit investment deck: https://cyber.fund/contact?utm_source=mlst—**END**Current AI is split between two worlds that don't play well together:Deep Learning (neural networks, transformers, ChatGPT) - great at learning from data, terrible at logical reasoningSymbolic AI (logic programming, expert systems) - great at logical reasoning, terrible at learning from messy real-world dataTensor Logic unifies both. It's a single language where you can:Write logical rules that the system can actually learn and modifyDo transparent, verifiable reasoning (no hallucinations)Mix "fuzzy" analogical thinking with rock-solid deductionINTERACTIVE TRANSCRIPT:https://app.rescript.info/public/share/NP4vZQ-GTETeN_roB2vg64vbEcN7isjJtz4C86WSOhw TOC:00:00:00 - Introduction00:04:41 - What is Tensor Logic?00:09:59 - Tensor Logic vs PyTorch & Einsum00:17:50 - The Master Algorithm Connection00:20:41 - Predicate Invention & Learning New Concepts00:31:22 - Symmetries in AI & Physics00:35:30 - Computational Reducibility & The Universe00:43:34 - Technical Details: RNN Implementation00:45:35 - Turing Completeness Debate00:56:45 - Transformers vs Turing Machines01:02:32 - Reasoning in Embedding Space01:11:46 - Solving Hallucination with Deductive Modes01:16:17 - Adoption Strategy & Migration Path01:21:50 - AI Education & Abstraction01:24:50 - The Trillion-Dollar WasteREFSTensor Logic: The Language of AI [Pedro Domingos]https://arxiv.org/abs/2510.12269The Master Algorithm [Pedro Domingos]https://www.amazon.co.uk/Master-Algorithm-Ultimate-Learning-Machine/dp/0241004543 Einsum is All you Need (TIM ROCKTÄSCHEL)https://rockt.ai/2018/04/30/einsum https://www.youtube.com/watch?v=6DrCq8Ry2cw Autoregressive Large Language Models are Computationally Universal (Dale Schuurmans et al - GDM)https://arxiv.org/abs/2410.03170 Memory Augmented Large Language Models are Computationally Universal [Dale Schuurmans]https://arxiv.org/pdf/2301.04589 On the computational power of NNs [95/Siegelmann]https://binds.cs.umass.edu/papers/1995_Siegelmann_JComSysSci.pdf Sebastian Bubeckhttps://www.reddit.com/r/OpenAI/comments/1oacp38/openai_researcher_sebastian_bubeck_falsely_claims/ I am a strange loop - Hofstadterhttps://www.amazon.co.uk/Am-Strange-Loop-Douglas-Hofstadter/dp/0465030793 Stephen Wolframhttps://www.youtube.com/watch?v=dkpDjd2nHgo The Complex World: An Introduction to the Foundations of Complexity Science [David C. Krakauer]https://www.amazon.co.uk/Complex-World-Introduction-Foundations-Complexity/dp/1947864629 Geometric Deep Learninghttps://www.youtube.com/watch?v=bIZB1hIJ4u8Andrew Wilson (NYU)https://www.youtube.com/watch?v=M-jTeBCEGHcYi Mahttps://www.patreon.com/posts/yi-ma-scientific-141953348 Roger Penrose - road to realityhttps://www.amazon.co.uk/Road-Reality-Complete-Guide-Universe/dp/0099440687 Artificial Intelligence: A Modern Approach [Russel and Norvig]https://www.amazon.co.uk/Artificial-Intelligence-Modern-Approach-Global/dp/1292153962
New wave of VPN login attempts on Palo Alto portals NATO holds its largest-ever cyberdefense exercise Chinese hackers exploiting React2Shell bug Huge thanks to our episode sponsor, Adaptive Security This episode is brought to you by Adaptive Security, the first cybersecurity company backed by OpenAI. Deepfakes aren't science fiction anymore; they're a daily threat. Quick tip: if your voicemail greeting is your real voice, switch it to the default robot voice. A few seconds of audio can be enough to clone you. Adaptive helps teams spot and stop these AI-powered social engineering attacks. Learn more at adaptivesecurity.com. Find the stories behind the headlines at CISOseries.com.
Welcome back to another episode of Upside at the EUVC Podcast, where Dan Bowyer, Mads Jensen of SuperSeed, Lomax Ward of Outsized Ventures, and Andrew Scott of 7percent Ventures to break down the real stories behind the headlines shaping European tech and venture.From Bending Spoons' audacious European rollup strategy, to Brexit's economic hangover, to the existential challenges facing Volkswagen, to Google vs. OpenAI's new “Code Red”, and finally whether Europe has had its long-overdue shock moment — this episode goes wide, fast, and deep.This is Upside, where the takes are sharp, the macro is messy, and the optimism is… conditional.What's covered:02:00 The valuation reset, debt-fuelled M&A, and the Italian PE–VC hybrid model04:00 Arbitrage: firing US teams, rehiring elite Italian engineers06:00 Do rollups really work? Tech debt, distribution, and execution risk07:00 Brexit revisited: GDP losses, trade collapse, and political reality08:00 The myth of “you can't know the counterfactual” — and why you actually can10:00 Will the UK rejoin the customs union? And would Europe even take us back?12:00 Europe's manufacturing crisis: Porsche, Volkswagen, BYD and the end of German exceptionalism15:00 China's shift: stop importing, start replicating17:00 Welfare-state complacency and the European stagnation problem20:00 The bitter truth about Europe's carbon “success story”22:00 How to actually fix European tech: R&D, immigration, procurement, capital markets24:00 Why 0.02% pension allocation to VC is Europe's biggest structural handicap26:00 Should we “Farage-pill” Europe into a tech-first agenda?33:00 Distribution vs. loyalty: why consumers don't care about brand36:00 Who wins the cost base war: Google, Amazon, Meta, or OpenAI?38:00 Anthropic's IPO plans and what they signal about the private capital cycle42:00 Deals of the Week: Black Forest Labs, ICEYE, Expedition Growth Capital44:00 Robotics is the next AI wave — and the picks-and-shovels startups emerging now
A young OpenAI engineer sounded the alarm about AI's hidden dangers… then died under disputed circumstances. Missing footage, unusual toxicology, unanswered questions — and a story Silicon Valley would prefer to forget.In this episode, we uncover the warnings he tried to give, the pressure he was under, and the mysteries surrounding his final days.This is the story of the whistleblower who challenged the machine.Keywords: AI whistleblower, tech mystery, OpenAI, generative AI controversy, unexplained death.
Edwin Chen is the founder and CEO of Surge AI, the company that teaches AI what's good vs. what's bad, powering frontier labs with elite data, environments, and evaluations. Surge surpassed $1 billion in revenue with under 100 employees last year, completely bootstrapped—the fastest company in history to reach this milestone. Before founding Surge, Edwin was a research scientist at Google, Facebook, and Twitter and studied mathematics, computer science, and linguistics at MIT.We discuss:1. How Surge reached over $1 billion in revenue with fewer than 100 people by obsessing over quality2. The story behind how Claude Code got so good at coding and writing3. The problems with AI benchmarks and why they're pushing AI in the wrong direction4. How RL environments are the next frontier in AI training5. Why Edwin believes we're still a decade away from AGI6. Why taste and human judgment shape which AI models become industry leaders7. His contrarian approach to company building that rejects Silicon Valley's “pivot and blitzscale” playbook8. How AI models will become increasingly differentiated based on the values of the companies building them—Brought to you by:Vanta—Automate compliance. Simplify security.WorkOS—Modern identity platform for B2B SaaS, free up to 1 million MAUsCoda—The all-in-one collaborative workspace—Transcript: https://www.lennysnewsletter.com/p/surge-ai-edwin-chen—My biggest takeaways (for paid newsletter subscribers): https://www.lennysnewsletter.com/i/180055059/my-biggest-takeaways-from-this-conversation—Where to find Edwin Chen:• X: https://x.com/echen• LinkedIn: https://www.linkedin.com/in/edwinzchen• Surge's blog: https://surgehq.ai/blog—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Edwin Chen(04:48) AI's role in business efficiency(07:08) Building a contrarian company(08:55) An explanation of what Surge AI does(09:36) The importance of high-quality data(13:31) How Claude Code has stayed ahead(17:37) Edwin's skepticism toward benchmarks(21:54) AGI timelines and industry trends(28:33) The Silicon Valley machine(33:07) Reinforcement learning and future AI training(39:37) Understanding model trajectories(41:11) How models have advanced and will continue to advance(42:55) Adapting to industry needs(44:39) Surge's research approach(48:07) Predictions for the next few years in AI(50:43) What's underhyped and overhyped in AI(52:55) The story of founding Surge AI(01:02:18) Lightning round and final thoughts—Referenced:• Surge: https://surgehq.ai• Surge's product page: https://surgehq.ai/products• Claude Code: https://www.claude.com/product/claude-code• Gemini 3: https://aistudio.google.com/models/gemini-3• Sora: https://openai.com/sora• Terrence Rohan on LinkedIn: https://www.linkedin.com/in/terrencerohan• Richard Sutton—Father of RL thinks LLMs are a dead end: https://www.dwarkesh.com/p/richard-sutton• The Bitter Lesson: http://www.incompleteideas.net/IncIdeas/BitterLesson.html• Reinforcement learning: https://en.wikipedia.org/wiki/Reinforcement_learning• Grok: https://grok.com• Warren Buffett on X: https://x.com/WarrenBuffett• OpenAI's CPO on how AI changes must-have skills, moats, coding, startup playbooks, more | Kevin Weil (CPO at OpenAI, ex-Instagram, Twitter): https://www.lennysnewsletter.com/p/kevin-weil-open-ai• Anthropic's CPO on what comes next | Mike Krieger (co-founder of Instagram): https://www.lennysnewsletter.com/p/anthropics-cpo-heres-what-comes-next• Brian Armstrong on LinkedIn: https://www.linkedin.com/in/barmstrong• Interstellar on Prime Video: https://www.amazon.com/Interstellar-Matthew-McConaughey/dp/B00TU9UFTS• Arrival on Prime Video: https://www.amazon.com/Arrival-Amy-Adams/dp/B01M2C4NP8• Travelers on Netflix: https://www.netflix.com/title/80105699• Waymo: https://waymo.com• Soda versus pop: https://flowingdata.com/2012/07/09/soda-versus-pop-on-twitter—Recommended books:• Stories of Your Life and Others: https://www.amazon.com/Stories-Your-Life-Others-Chiang/dp/1101972122• The Myth of Sisyphus: https://www.amazon.com/Myth-Sisyphus-Vintage-International/dp/0525564454• Le Ton Beau de Marot: In Praise of the Music of Language: https://www.amazon.com/dp/0465086454• Gödel, Escher, Bach: An Eternal Golden Braid: https://www.amazon.com/G%C3%B6del-Escher-Bach-Eternal-Golden/dp/0465026567—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com
In this episode of The Digital Marketing Podcast, Daniel Rowles introduces us to the process of Vibe Coding, a revolutionary approach to software development that leverages AI to make app creation accessible to anyone, regardless of coding experience. Vibe coding shifts the focus from writing manual code to guiding AI with natural language prompts, allowing non-developers to build interactive apps, tools, and even businesses. Daniel explores the three tiers of vibe coding, from basic one-page web apps to full-scale, secure, AI-powered platforms , and shares practical steps, tools and security tips to get started. The second half of the episode features a compelling interview with Christo Snyman, a podcast listener who used vibe coding to launch his AI assistant platform Traderly.ai. Christo takes us behind the scenes of building a real-world startup with no prior coding background, sharing his full tech stack, hard-earned lessons, and the mindset needed to succeed. In This Episode: What is Vibe Coding? Understand how natural language prompts can now be used to create working code, dramatically lowering the barrier to digital creation. The Three Levels of Vibe Coding Level 1: Build one-page apps using HTML, CSS, and React, no backend required Level 2: Add memory, interactivity, and live AI responses through API access Level 3: Create fully-fledged apps with user authentication, databases, and deployment Practical Use Cases - From interactive Google algorithm timelines to embedded AI tools for keyword research and content planning, Daniel shares how these tools are being used on Target Internet's own website. Christo's Journey - From Idea to Startup. Learn how Christo turned a common business pain point — small service businesses missing leads due to message overload — into a scalable SaaS platform. Discover his full tech stack including React, Azure Functions, PostgreSQL, Firebase, OpenAI, WordPress, and more. Key Takeaways: Anyone can now build apps using AI tools, whether it's a timeline, calculator, chatbot, or full customer-facing product. AI-assisted development removes fear and unlocks creativity, especially for entrepreneurs without a dev background. Start small and iterate, your Minimal Viable Product doesn't need to be perfect, it needs to be useful. Vibe coding is the bridge between ideas and execution - fast, flexible and increasingly powerful. The future of marketing and tech creation is conversational and it's already here.
AI Chat: ChatGPT & AI News, Artificial Intelligence, OpenAI, Machine Learning
In this episode, we break down the Anthropic CEO's comments on whether the industry is in an AI bubble and how competitors are taking on risk. We also explore his criticism of OpenAI's heavy data-center spending and what it reveals about differing strategies in the AI race.Get the top 40+ AI Models for $20 at AI Box: https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustleSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Queridos amigos… hoy en APPLEaks vivimos uno de los episodios más tensos del año. Lo que está pasando en Apple no tiene precedentes: ejecutivos clave abandonan la empresa, hay conflictos con Intel, tensiones con TSMC, crisis con la IA… y ahora, lo impensado: también peligra el departamento de Silicon, el corazón de los procesadores Apple.Mientras gobiernos como India y el Reino Unido empujan medidas absurdas que ponen en jaque a toda la industria, Sam Altman declara código rojo porque Google lo está pasando por arriba, OpenAI está perdiendo suscriptores y ahora todas las empresas quieren ocupar el botón de tu iPhone, un terreno que Apple dejó desierto.Pero lo más grave es esto:
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(0:00) Bestie intros (0:12) OpenAI declares "Code Red" as competitors eat away ChatGPT market share (28:14) David Sacks vs. New York Times (51:24) New poverty line, America's slow descent into socialism Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: Sacks's AI waiver: https://www.whitehouse.gov/wp-content/uploads/2025/06/David-Sacks.pdf Sacks's Crypto waiver: https://www.whitehouse.gov/wp-content/uploads/2025/03/Memo-David-Sacks-3.5.2025-1.pdf https://www.theinformation.com/articles/openai-ceo-declares-code-red-combat-threats-chatgpt-delays-ads-effort?rc=f8fu8f https://www.cnbc.com/2025/11/19/nvidia-says-no-assurance-of-deal-with-openai-after-100-billion-pact.html https://www.nytimes.com/2025/11/30/technology/david-sacks-white-house-profits.html https://www.nytimes.com/2021/07/23/us/politics/anita-dunn-biden-white-house.html https://www.yesigiveafig.com/p/part-1-my-life-is-a-lie
Jordi Visser is a macro investor with over 30 years of Wall Street experience, and he also writes a Substack called “VisserLabs” and puts out investing YouTube videos. In this conversation we break down the major forces driving markets today — bitcoin's price action, accelerating institutional adoption, the latest AI developments, internal tensions at OpenAI, and an overlooked industrial company he believes will be critical to the future economy. We wrap with a sharp look at the Fed, interest rates, deflation signals, and why easy money is still flowing through the system. ======================Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan (https://www.figuremarkets.co/pomp), allowing you to borrow against your BTC, ETH, or SOL with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Unlock your crypto's potential today at Figure! https://www.figuremarkets.co/pomp Disclosures: Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply.======================Bitizenship gives Bitcoin-forward investors a fast, compliant path to EU residency. Our Bitcoin Dolce Visa lets you invest in a 100% Bitcoin-aligned startup and qualify for Italy's Golden Visa with one strategy. Claim your free strategy call at https://www.bitizenship.com/pomp.======================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/======================Timestamps: 0:00 – Intro1:50 – How to evaluate bitcoin right now6:29 – The AI boom impact on asset prices & macro environment11:59 – Deflation impact & Elon says will work be optional?18:25 – Evaluating jobs data in an AI-driven economy25:57 – The AI impact on the economy41:42 – Michael Burry & Elon's view on the economy & the future48:16 – Where to find Jordi's content
Is AI building the future — or inflating the next great tech bubble?This week's episode of Leveraging AI peels back the layers of billion-dollar optimism and uncovers the quiet panic sweeping the AI giants. From OpenAI's internal “Code Red” to Anthropic's cautious warnings, host Isar Meitis walks you through the pivotal shifts shaking the foundation of the AI industry.While tech giants throw trillions into compute power and bold promises, business adoption is… shockingly stagnant. Are we seeing signs of a bubble about to burst — or is the market simply catching its breath before the next leap?If you're a business leader navigating the hype, headlines, and high stakes, this is your briefing.In this session, you'll discover:Why OpenAI froze development and went into Code Red modeHow $8 trillion in projected AI infrastructure is colliding with disappointing ROIThe growing disconnect between enterprise AI adoption and corporate AI spendWhat top CEOs like IBM's Arvind Krishna and Anthropic's Dario Amodei really think about the AI investment surgeA jaw-dropping look at deep AI infrastructure costs and the five-year obsolescence cycleWhy Claude Opus 4.5 is being called the best coding model on the marketThe bold new moves from AWS, including agentic AI factoriesPolitical pressures: PAC wars, employee protests, and the race to regulateAnd what your company should (and shouldn't) do right now to stay aheadAbout Leveraging AI The Ultimate AI Course for Business People: https://multiplai.ai/ai-course/ YouTube Full Episodes: https://www.youtube.com/@Multiplai_AI/ Connect with Isar Meitis: https://www.linkedin.com/in/isarmeitis/ Join our Live Sessions, AI Hangouts and newsletter: https://services.multiplai.ai/events If you've enjoyed or benefited from some of the insights of this episode, leave us a five-star review on your favorite podcast platform, and let us know what you learned, found helpful, or liked most about this show!
From building Medal into a 12M-user game clipping platform with 3.8B highlight moments to turning down a reported $500M offer from OpenAI (https://www.theinformation.com/articles/openai-offered-pay-500-million-startup-videogame-data) and raising a $134M seed from Khosla (https://techcrunch.com/2025/10/16/general-intuition-lands-134m-seed-to-teach-agents-spatial-reasoning-using-video-game-clips/) to spin out General Intuition, Pim is betting that world models trained on peak human gameplay are the next frontier after LLMs. We sat down with Pim to dig into why game highlights are “episodic memory for simulation” (and how Medal's privacy-first action labels became a world-model goldmine https://medal.tv/blog/posts/enabling-state-of-the-art-security-and-protections-on-medals-new-apm-and-controller-overlay-features), what it takes to build fully vision-based agents that just see frames and output actions in real time, how General Intuition transfers from games to real-world video and then into robotics, why world models and LLMs are complementary rather than rivals, what founders with proprietary datasets should know before selling or licensing to labs, and his bet that spatial-temporal foundation models will power 80% of future atoms-to-atoms interactions in both simulation and the real world. We discuss: How Medal's 3.8B action-labeled highlight clips became a privacy-preserving goldmine for world models Building fully vision-based agents that only see frames and output actions yet play like (and sometimes better than) humans Transferring from arcade-style games to realistic games to real-world video using the same perception–action recipe Why world models need actions, memory, and partial observability (smoke, occlusion, camera shake) vs. “just” pretty video generation Distilling giant policies into tiny real-time models that still navigate, hide, and peek corners like real players Pim's path from RuneScape private servers, Tourette's, and reverse engineering to leading a frontier world-model lab How data-rich founders should think about valuing their datasets, negotiating with big labs, and deciding when to go independent GI's first customers: replacing brittle behavior trees in games, engines, and controller-based robots with a “frames in, actions out” API Using Medal clips as “episodic memory of simulation” to move from imitation learning to RL via world models and negative events The 2030 vision: spatial–temporal foundation models that power the majority of atoms-to-atoms interactions in simulation and the real world — Pim X: https://x.com/PimDeWitte LinkedIn: https://www.linkedin.com/in/pimdw/ Where to find Latent Space X: https://x.com/latentspacepod Substack: https://www.latent.space/ Chapters 00:00:00 Introduction and Medal's Gaming Data Advantage 00:02:08 Exclusive Demo: Vision-Based Gaming Agents 00:06:17 Action Prediction and Real-World Video Transfer 00:08:41 World Models: Interactive Video Generation 00:13:42 From Runescape to AI: Pim's Founder Journey 00:16:45 The Research Foundations: Diamond, Genie, and SEMA 00:33:03 Vinod Khosla's Largest Seed Bet Since OpenAI 00:35:04 Data Moats and Why GI Stayed Independent 00:38:42 Self-Teaching AI Fundamentals: The Francois Fleuret Course 00:40:28 Defining World Models vs Video Generation 00:41:52 Why Simulation Complexity Favors World Models 00:43:30 World Labs, Yann LeCun, and the Spatial Intelligence Race 00:50:08 Business Model: APIs, Agents, and Game Developer Partnerships 00:58:57 From Imitation Learning to RL: Making Clips Playable 01:00:15 Open Research, Academic Partnerships, and Hiring 01:02:09 2030 Vision: 80 Percent of Atoms-to-Atoms AI Interactions
Mostly Growth on YouTube: https://www.youtube.com/@MostlyGrowthMostly Growth on Apple: https://podcasts.apple.com/us/podcast/mostly-growth/id1842238102Mostly Growth on Spotify: https://open.spotify.com/show/3KDtaLaXx1obFp5PUhZ6V3In this episode of Mostly Growth, CJ Gustafson and Kyle Poyar bounce between sharp SaaS insights and delightfully weird internet culture. They start with an unexpected dive into competitive bird-watching apps, then break down recent software mergers like Superhuman + Grammarly + Coda and what they signal about scaling, cross-sell strategy, and private equity mechanics. CJ and Kyle explore why PE portfolios are becoming powerful distribution channels for AI solutions, how niche data “signals” are outpacing generic ones in sales, and share hedge-fund-style tactics for uncovering proprietary business information. The conversation rounds out with “business blunders” — from Y-axis chart crimes to clickbait headlines — and a lively discussion on Spotify's pricing power and how companies should (and absolutely should not) communicate price increases.—SPONSORS:Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: https://pulley.com/mostlymetricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.com—LINKS:Mostly Metrics: https://www.mostlymetrics.comCJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Growth Unhinged: https://www.growthunhinged.com/Kyle on LinkedIn: https://www.linkedin.com/in/kyle-poyar/Slacker Stuff: https://www.slackerstuff.com/Ben on LinkedIn: https://www.linkedin.com/in/slackerstuff/—RELATED EPISODES:The Layer-Cake Playbook for Vertical SaaS Growth | with Roland Ligtenberghttps://youtu.be/yPxWvhPISKo—TIMESTAMPS:00:00:00 Preview and Intro00:01:43 Sponsors – Pulley and Metronome00:04:05 Birding, Big Year & AI Bird Apps00:06:42 Software M&A Trends in SaaS00:08:57 Superhuman–Grammarly–Coda Reverse Merger00:10:34 How Larger Valuations Attract a New Investor Class00:11:55 Streaming Wars & Platform Consolidation00:13:20 Private Equity as a Distribution Channel for AI00:14:48 How PE Firms Drive Multi-Company Expansion00:15:56 AI for Efficiency: The PE CFO Playbook00:17:44 When AI ROI Really Matters in PE00:19:23 Signal-Based Selling: High-Intent Buyer Detection00:21:15 Signal Fatigue & the Hunt for Better Data00:22:50 Why Proprietary Signals Win00:24:05 Creative (and Creepy) Data Tactics00:26:09 Pinterest vs. Google: Aspirational vs. Actual Behavior00:27:17 Blurring Work & Personal Signals in AI Tools00:27:46 The Michael Jordan of Y-Axis Crimes00:30:33 Notion Agents Billboard: “Let Them Cook”00:32:31 Pricing in the Real World: Spotify00:34:60 → 00:35:00 How to Communicate a Price Increase00:35:40 Closing Credits#MostlyGrowthPodcast #PricingStrategy #AIGrowth #GoToMarket #PrivateEquity This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com
Tune in for a deep dive into the November 18 Cloudflare outage that impacted multiple services including X, OpenAI, and Anthropic—and explore key takeaways for ITOps teams. For insights on the other recent outage that Cloudflare experienced on December 5, see this blog post: https://www.thousandeyes.com/blog/cloudflare-outage-analysis-december-5-2025 ——— CHAPTERS 00:00 Intro 00:55 The Nov. 18 Cloudflare Outage 02:34 Configuration Changes & Outages 03:45 Diagnosing the Fault Domain 05:47 Why Outage Recovery Can Take Time 10:43 Are Cloud Outages Increasing? 12:09 ITOps Best Practices 14:01 Outage Trends: By the Numbers 15:35 Get in Touch ——— Explore the Cloudflare outage further in the ThousandEyes platform (no login required): https://ahhplivtvmhdmbduwcuonefullpkkohp.share.thousandeyes.com/ For additional insights, check out The Internet Outage Survival Kit: https://www.thousandeyes.com/resources/the-internet-outage-survival-kit?utm_source=soundcloud&utm_medium=referral&utm_campaign=fy26q2_internetreport_q2fy26ep4_podcast ——— Want to get in touch? If you have questions, feedback, or guests you would like to see featured on the show, send us a note at InternetReport@thousandeyes.com. Or follow us on LinkedIn or X. ——— ABOUT THE INTERNET REPORT This is The Internet Report, a podcast uncovering what's working and what's breaking on the Internet—and why. Tune in to hear ThousandEyes' Internet experts dig into some of the most interesting outage events from the past couple weeks, discussing what went awry—was it the Internet, or an application issue? Plus, learn about the latest trends in ISP outages, cloud network outages, collaboration network outages, and more. Catch all the episodes on YouTube or your favorite podcast platform: - Apple Podcasts: https://podcasts.apple.com/us/podcast/the-internet-report/id1506984526 - Spotify: https://open.spotify.com/show/5ADFvqAtgsbYwk4JiZFqHQ?si=00e9c4b53aff4d08&nd=1&dlsi=eab65c9ea39d4773 - SoundCloud: https://soundcloud.com/ciscopodcastnetwork/sets/the-internet-report
FOLLOW UP starts with the realization that Spotify Wrapped thinks we are 82 years old, which honestly feels accurate, followed by a massive shout out to Bama Bryan on Bluesky for listening to us for over 3,000 minutes. We look at the grim stats from the Department of Government Efficiency regarding USAID deaths, then move to IN THE NEWS where the KALSHI CEO wants to monetize "any difference in opinion" because gambling on the news is the future. PALANTIR CEO Alex Karp claims making war crimes constitutional is bad for business, META STARTS KICKING AUSTRALIAN CHILDREN OFF their platforms to avoid fines, and TETHER gets a "weak" rating while U.S. BANK calls the ability to freeze stablecoins "appealing." We discuss the LEAK CONFIRMS OPENAI IS PREPARING ADS for ChatGPT while SAM ALTMAN DECLARES 'CODE RED' to catch up to Google. Speaking of which, ONE OF GOOGLE'S BIGGEST AI ADVANTAGES IS WHAT IT ALREADY KNOWS ABOUT YOU, even if GOOGLE DISCOVER IS TESTING AI-GENERATED HEADLINES that are complete lies. We cover how GROK WOULD PREFER A SECOND HOLOCAUST OVER HARMING ELON MUSK, the US PATENT OFFICE ruling on generative AI, a new report on DAVID SACKS profiting from his administration role, and INSTACART SUES NEW YORK CITY because paying workers a living wage is apparently unconstitutional. We wrap up the news with the HUMAN ROBOT HYPE SCARING CHINA, a sad story where CHILDREN SOB AS WAYMO RUNS OVER DOG, a video showing a WAYMO SELF-DRIVING TAXI TAKES PASSENGER THROUGH ACTIVE POLICE SCENE, and the fact that PASSENGERS FACE DISRUPTION AS AIRBUS UPDATES THOUSANDS OF PLANES due to solar flares.In MEDIA CANDY, the industry is shaking because NETFLIX BUYS WARNER BROS. FOR $82 BILLION, meaning they now own everything from Harry Potter to Batman. We look at upcoming releases including WAKE UP DEAD MAN: A KNIVES OUT MYSTERY, FALLOUT SEASON 2, ROMCON: WHO THE F**K IS JASON PORTER?, SEAN COMBS: THE RECKONING, THE LONG KISS GOODNIGHT, THE AMERICAN REVOLUTION, and A MAN ON THE INSIDE. Moving to APPS & DOODADS, we discuss the pure joy of uninstalling DROPBOX, our collective hatred for FUCK CENTER STAGE, and the report that APPLE EMPLOYEES ARE 'GIDDY' ABOUT ALAN DYE'S DEPARTURE. We also cover the horror show where GOOGLE'S AGENTIC AI WIPES USER'S ENTIRE HDD without permission, a study showing YOUR GLITCHY VIDEO CALLS MAY MAKE PEOPLE MISTRUST YOU, and how SCIENTISTS CREATED THE BLACKEST FABRIC EVER.Finally, in THE DARK SIDE WITH DAVE, we learn that CLAUDIA BLACK EXITS ‘AHSOKA' SEASON 2 over pay disputes because Disney is apparently broke, we scrutinize LEAKED CLIPS FROM THE RUMORED 50TH ANNIVERSARY RERELEASE OF THE ORIGINAL VERSION OF STAR WARS (still no R2D2), check out a STORMTROOPER SUIT ON FACEBOOK MARKETPLACE, and mention THE MAD MEN 4K release.Sponsors:Private Internet Access - Go to GOG.Show/vpn and sign up today. For a limited time only, you can get OUR favorite VPN for as little as $2.03 a month.SetApp - With a single monthly subscription you get 240+ apps for your Mac. Go to SetApp and get started today!!!1Password - Get a great deal on the only password manager recommended by Grumpy Old Geeks! gog.show/1passwordWatch on YouTube at https://youtu.be/4IRVvpdJC30Show notes at https://gog.show/725FOLLOW UPKalshi CEO Says He Wants to Monetize ‘Any Difference in Opinion'Palantir CEO Says Making War Crimes Constitutional Would Be Good for BusinessMeta starts kicking Australian children off Instagram and FacebookMeta reportedly plans to slash Metaverse budget by up to 30%IN THE NEWSCrypto's Most Trusted Stablecoin Given Lowest Possible ‘Weak' Rating By Major TradFi AgencyU.S. Bank Calls Ability to Freeze Stablecoins ‘Appealing' as Crypto Has Completely Lost the PlotLeak confirms OpenAI is preparing ads on ChatGPT for public roll outOpenAI CEO Sam Altman declares 'code red' as ChatGPT competition mountsOne of Google's biggest AI advantages is what it already knows about youGoogle Discover is testing AI-generated headlines and they aren't goodGrok would prefer a second Holocaust over harming Elon MuskUS patent office says generative AI is equivalent to other tools in inventors' beltsThe People Outsourcing Their Thinking to AINew report examines how David Sacks might profit from Trump administration roleInstacart sues New York City over minimum pay, tipping lawsHumanoid Robot Hype Is Officially Scaring ChinaChildren Sob as Waymo Runs Over DogWaymo self-driving taxi takes passenger through active police scene in downtown LA, video showsPassengers face disruption as Airbus updates thousands of planesMEDIA CANDYNetflix Buys Warner Bros. for $82 BillionWake Up Dead Man: A Knives Out MysteryFallout Season 2 on Prime VideoROMCON: Who The F**k is Jason Porter? - Season 1Sean Combs: The ReckoningThe Long Kiss GoodnightThe American RevolutionA Man On the InsideAPPS & DOODADSGruber: Apple employees 'giddy' about Alan Dye's departureGoogle's Agentic AI wipes user's entire HDD without permission in catastrophic failureYour glitchy video calls may make people mistrust youScientists Created the Blackest Fabric Ever, Then Made a DressTHE DARK SIDE WITH DAVEDave BittnerThe CyberWireHacking HumansCaveatControl LoopOnly Malware in the BuildingClaudia Black Exits ‘Ahsoka' Season 2 Over Alleged Pay DisputesLeaked clips from the rumored 50th anniversary rerelease of the original version of Star WarsThe Mad Men 4K on HBO debacleWilliam Shatner - Good King WenceslasAI boom kills Crucial as Micron shuts down consumer brandCLOSING SHOUT-OUTSSteve Cropper, guitarist for Booker T. & the MG's, Otis Redding, the Blues Brothers and many more, has died. He was 84.STAX: Soulsville, USA.'Mortal Kombat' Star Cary-Hiroyuki Tagawa Dead at 75See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
First up: Oprah loves Scott, and Kara comments on her role in the Nuzzi-Lizza-RFK Jr drama. Then, they react to reports that Anthropic is eyeing an IPO, and Sam Altman declaring a “code red” at OpenAI. Plus, what it means that Netflix has sweetened its bid for Warner Bros. Discovery, and Scott's coming around on Bitcoin. Stay tuned for predictions to hear which members of the Trump administration Scott thinks will get the boot soon.Watch this episode on the Pivot YouTube channel.Follow us on Instagram and Threads at @pivotpodcastofficial.Follow us on Bluesky at @pivotpod.bsky.socialFollow us on TikTok at @pivotpodcast.Send us your questions by calling us at 855-51-PIVOT, or email pivot@voxmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
Welcome to another dynamic episode of Impact Theory with Tom Bilyeu! In this thought-provoking installment, Tom Bilyeu and co-host Drew dive into a whirlwind of today's most pressing topics, delivering sharp insights and lively debate. The episode opens with a rapid-fire rundown of major news—from the possibility of Americans buying healthcare through retailers like Costco, to Palantir skipping the college degree requirement in its hiring process, and the high-stakes race for AI dominance as Sam Altman sounds the alarm at OpenAI. Tom Bilyeu and Drew break down the real challenges behind America's healthcare system, emphasizing the power of competition and the controversial idea of personal responsibility in health outcomes. The discussion then shifts to education and career, as Drew shares his personal thoughts on college and apprenticeships, while Tom Bilyeu weighs the pros and cons of debt and traditional university paths in the era of AI and internet learning. But it doesn't stop there—the duo takes on the fierce battle between Google and OpenAI for AI supremacy, unraveling what competition (or monopoly) could mean for innovation, the economy, and us as consumers. Expect bold takes on how major tech players, government intervention, and monopolistic behavior could shape the future. From there, Tom Bilyeu offers a compelling vision for how AI will transform not just work, but the fundamental fabric of society, meaning, and even crime. The conversation ranges from personal teacher stories, university controversies surrounding free speech, to the changing nature of human relationships and ambition in a digital age. Packed with real talk, tactical advice, and the kind of high-level perspective only Impact Theory delivers, this episode challenges listeners to think critically about the future—and how to stay ahead of the curve. What's up, everybody? It's Tom Bilyeu here: If you want my help... STARTING a business: join me here at ZERO TO FOUNDER: https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20show SCALING a business: see if you qualify here.: https://tombilyeu.com/call Get my battle-tested strategies and insights delivered weekly to your inbox: sign up here.: https://tombilyeu.com/ ********************************************************************** If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu's Mindset Playbook —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you. ********************************************************************** FOLLOW TOM: Instagram: https://www.instagram.com/tombilyeu/ Tik Tok: https://www.tiktok.com/@tombilyeu?lang=en Twitter: https://twitter.com/tombilyeu YouTube: https://www.youtube.com/@TomBilyeu Business Wars: Follow Business Wars on the Wondery App or wherever you get your podcasts. True Classic: Upgrade your wardrobe at https://trueclassic.com/impact Linkedin: Post your job free at https://linkedin.com/impacttheory CashApp: Download Cash App Today: https://capl.onelink.me/vFut/v6nymgjl #CashAppPod HomeServe: Help protect your home systems – and your wallet – with HomeServe against covered repairs. Plans start at just $4.99 a month at https://homeserve.com Quince: Go to https://quince.com/IMPACTPOD for free shipping on your order and 365-day returns. Huel: 15% off with this exclusive offer for New Customers only with code impact at https://huel.com/impact (Minimum $75 purchase). Netsuite: Right now, get our free business guide, Demystifying AI, at https://NetSuite.com/Theory Raycon: Up to 20% off during this holiday season at https://buyraycon.com/IMPACTTHEORYBC ButcherBox: New users will receive their choice between filet mignon, ribeye or NY Strip in every box for a year + $20 off! at https://butcherbox.com/impact Learn more about your ad choices. Visit megaphone.fm/adchoices
It's A.I. model rollout season in Silicon Valley, and OpenAI appears to be feeling the pressure. Sam Altman, the chief executive of OpenAI, sent a memo to staff on Monday declaring a “code red” effort to improve ChatGPT and delay other initiatives. We explain why the latest frontier models from Google and Anthropic have OpenAI spooked and how the company is reshuffling priorities to respond. Then, we give our honest thoughts on which A.I models we like best and share how we're using A.I. in our day-to-day lives. And finally, we take a look at some of the most popular A.I.-generated content on the internet this week in our latest installment of the Hard Fork Review of Slop.Additional Reading: What OpenAI Did When ChatGPT Users Lost Touch With RealityGoogle Unveils Gemini 3, With Improved Coding and Search AbilitiesTourists Tricked by Fake Royal Christmas MarketDeepfake of North Carolina lawmaker used in award-winning Whirlpool video We want to hear from you. Email us at hardfork@nytimes.com. Find “Hard Fork” on YouTube and TikTok. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify. You can also subscribe via your favorite podcast app here https://www.nytimes.com/activate-access/audio?source=podcatcher. For more podcasts and narrated articles, download The New York Times app at nytimes.com/app.
First things first: David and Nilay are both having some TV problems, and they need to talk it out. But then they get to the news of the week, including Samsung's new extra-foldy foldable phone, and a big change in the design departments at both Apple and Meta. What does it all say about the future of smart glasses? After that, the hosts talk through why Sam Altman declared a code red inside of OpenAI in order to redirect focus to ChatGPT — and whether the technology that has made all these products possible is actually the right technology moving forward. Finally, in the lightning round, it's time for Brendan Carr is a Dummy, recap season, "dear algo," and thermostats. Further reading: Samsung's Z TriFold is official and it looks like a tablet with a phone attached Huawei tris again. Huawei's first trifold is a great phone that you shouldn't buy Apple's head of UI design is leaving for Meta Apple AI chief steps down following Siri setbacks Louie Mantia's blog post about Dye Zuck's post about the new team Linux usage on Steam hits a record high for the second month in a row OpenAI declares ‘code red' as Google catches up in AI race OpenAI just made another circular deal Anthropic's AI bubble ‘YOLO' warning Anthropic's racing OpenAI to go public Normalizing extraterrestrial data centers I tested five AI browsers and lost my mind in the process The AI boom is based on a fundamental mistake Ilya Sutskever – We're moving from the age of scaling to the age of research FCC boss Brendan Carr claims another victory over DEI as AT&T drops programs First there was nothing, then there was Hoto and Fanttik This new Honeywell Home smart thermostat can answer your Ring doorbell Spotify Wrapped 2025 turns listening into a competition YouTube introduces its own version of Spotify Wrapped for videos Amazon Music Delivered puts your top tunes on a festival poster. Google Photos Recap will tell you how many selfies you took this year “Dear algo.” Subscribe to The Verge for unlimited access to theverge.com, subscriber-exclusive newsletters, and our ad-free podcast feed.We love hearing from you! Email your questions and thoughts to vergecast@theverge.com or call us at 866-VERGE11. Learn more about your ad choices. Visit podcastchoices.com/adchoices
On this episode of The Federalist Radio Hour, Neil Chilson, former FTC chief technologist and head of AI policy at the Abundance Institute, joins Federalist Senior Elections Correspondent Matt Kittle to sort through the fact and fiction about artificial intelligence, explain AI's role in the job market, health care, and politics, and examine the legal challenges that come with governing its use.You can find Chilson's book Getting Out of Control: Emergent Leadership in a Complex World here. If you care about combating the corrupt media that continue to inflict devastating damage, please give a gift to help The Federalist do the real journalism America needs.
Live from the Morgan Stanley Global Consumer & Retail Conference, our analysts discuss how AI is reshaping the future of shopping in the U.S.Read more insights from Morgan Stanley.----- Transcript -----Michelle Weaver: Welcome to Thoughts on the Market. We're coming to you live from Morgan Stanley's Global Consumer and Retail Conference in New York City, where we have more than 120 leading companies in attendance. Today's episode is the second part of our live discussion of the U.S. consumer and how AI is changing consumer companies. With me on stage, we have Arunima Sinha from the Global and U.S. Economics team, Simeon Guttman, our U.S. Hardlines, Broad Lines, and Food Retail Analyst, and Megan Clap, U.S. Food Producers and Leisure Analyst. It's Friday, December 5th at 10am in New York. So, Simeon, I want to start with you. You recently put out a piece assessing the AI race. Can you take us through how you're assessing current AI implementation? And can you give us some real-world examples of what it looks like when a company significantly integrates AI into their business? Simeon Gutman: Sure. So, the Consumer Discretionary and Staples teams went to each of their covered companies, and we started searching for what those companies have disclosed and communicated regarding their AI. In some cases, we used AI to do this search. But we created a search and created this universe of factors and different ways AI is being implemented. We didn't have a framework until we had the entire universe of all of these AI use cases. Once we did, then we were able to compartmentalize them. And the different groups; we came up with six groups that we were able to cluster. First, personalization and refined search; second, customer acquisition; third product innovation; fourth, labor productivity; fifth, supply chain and logistics. And lastly, inventory management. And using that framework, we were able to rank companies on a 1 to 10 scale. Across – that was the implementation part – across three different dimensions: breadth, how widely the AI is deployed across those categories; the depth, the quality, which we did our best to be able to interpret. And then the last one was proprietary initiatives. So, that's partnerships, could be with leading AI firms. So that helped us differentiate the leaders with others, not necessarily laggards, but those who were ahead of in the race. In some cases, companies that have communicated more would naturally scream more, so there is some potential bias in that. But otherwise, the fact pattern was objective. Walmart has full scale AI deployment. They're integrated across their business. They've introduced GenAI tools. That's like their Sparky shopping assistant. As well as integrated to in-store features. They talked about it. It's been driving a 25 percent increase in average shopper spend. They've recently partnered with OpenAI to enable ChatGPT powered Search and Checkout, positioning where the company, where the customer is shopping. They're also layering on augmented reality for holiday shopping, computer vision for shelf monitoring. LLMs for inventory replenishment. Autonomous lifts, the list goes on and on. But it covers all the functional categories in our framework. Michelle Weaver: And how about a couple examples of the ways companies are using these? Any interesting real world use cases you've seen so far? Simeon Gutman: So, one of them was in marketing personalization, as well as in product cataloging. That was one of the more sided themes at this conference. So, it was good timing. So, the idea is when product is staged on a company's website; I don't think we all appreciate how much time and many hours and people and resources it takes to get the correct information, to get the right pictures and to show all the assortment – those type of functions AI is helping enable. And it sounds like we're on the cusp of a step change in personalization. It sounds like AI, machine learning or algorithm driven suggestions to consumers. We didn't get practical use cases, but a lot of companies talked about the deployment of this into 2026, which sounds like it's something to look forward to. Michelle Weaver: And Megan, how would you describe AI adoption in your space in terms of innings and what kind of criteria are you using to assess the future for AI opportunity and potential? Megan Clapp: Yeah, I would say; I'd characterize adoption in the Food and broader Staples space today is still relatively early innings. I think most companies are still standing up the data infrastructure, experimenting with various tools. We're seeing companies pilot early use cases and start to talk about them, and that was evident in the work we did with the note that Simeon just talked about. And so, the opportunity, I think, going ahead, lies in kind of what we see in terms of scaling those pilots to become more impactful. And for Staples broadly, and Food, you know, ties into this. I think, these companies start with an advantage and that they sit on a tremendous amount of high frequency consumption data. So, the data availability is quite large. The question now is, you know, can these large organizations move with speed and translate that data into action? And that's something that we're focused on when we think about feasibility. I think we think about the opportunity for Food and Staples broadly as we'd put it into kind of two areas. One is what can they do on the top line? Marketing, innovation, R&D, kind of the lifeblood of CPG companies, and that's where we're seeing a lot of the early use cases. I think ultimately that will be the most important driver – driving top line, you know, tends to be the most important thing in most consumer companies. But then on the other side, there are a lot of cost efforts, supply chain savings, labor productivity. Those are honestly a bit easier to quantify. And we're seeing real tangible things come out of that. But overall I think the way we think about it is the large companies with scale and the ability to go after the opportunity because they have the scale and the balance sheet to do so – will be winners here, as well as the smaller, more nimble companies that, you know, can move a little bit faster. And so that's how we're thinking about the opportunity. Michelle Weaver: Can you give us also just a couple examples of AI adoption that's been successful that you've seen so far? Megan Clapp: Yeah, so on the top line side, like I said, kind of marketing innovation, R&D. One quick example on the Food side. Hershey, for example, they're using algorithms to reallocate advertising spend by zip code, based on the real time sell through. So, they can just be much more targeted and more efficient, honestly, with that advertising spend. I think from an innovation perspective too, these companies are able to identify on trend things faster and incorporate that and take the idea to shelf time down significantly. And then on the cost side, you know, General Mills is a company is actually relatively, far ahead, I'd say, in the AI adoption curve in Staples broadly. And what they've done is deployed what they call digital twins across their network, and it has improved forecast accuracy. They've taken their historical productivity savings from 4 percent annually to 5 percent. That's something that's structural. So, seeing real tangible benefits that are showing up in the PNL. And so, I think broadly the theme is these companies are using AI to make faster, and more precise decisions. And then I thought, I'd just mention on the leisure side, something that I felt was interesting that we learned from Shark Ninja yesterday at the conference is – when asked about the role of Agentic AI in future commerce, thinks it'll be huge was how he described; the CEO described it. And what they're doing actively right now is optimizing their D2C website for LLMs like ChatGPT and Gemini. And his point was that what drives conversion on D2C today may not ultimately be what ranks on AI driven search. But he said the expectation is that by Christmas of next year, commerce via these AI platforms will be meaningful; mentioned that OpenAI is already experimenting with curated product transactions. So, they're really focused on optimizing their portfolio. He thinks brands will win; but you have got to get ahead of it as well. Michelle Weaver: And that's great that you just brought up Agentic commerce. We've heard about it quite a bit over the past couple of days, Simeon. And I know you recently put out a big piece on this theme. Agentic commerce introduces a lot of possibility for incremental sales, but it also introduces the possibility for cannibalization. Where do you see this shaking out in your space? Are you really concerned about that cannibalization possibility? Simeon Gutman: Yeah, so the larger debate is a little bit of sales cannibalization and a potential bit of retail media cannibalization. So, your first point is Agentic theoretically opens up a bigger e-commerce penetration and just more commerce. And once you go to more e-commerce, that could be beneficial for some of these companies. We can also put the counter argument of when e-commerce came, direct-to-consumer type of selling could disintermediate the captive retailer sales again. Maybe, maybe not. Part of this answer is we created a framework to think about what retailers can protect themselves most from this. Two of them; two of the five I's are infrastructure and inventory. So, the more that your inventory is forward position, the more infrastructure you have; the AI and the agent will still prioritize that retailer within that network. That business will likely not go elsewhere. And that's our premise. Now, retail media is a different can of worms. We don't know what models are going to look like. How this interaction will take place? We don't know who controls the data. The transactions part of this conference is we were hearing, ‘Well, the retailers are going to control some of the data and the transaction.' Will consumers feel comfortable giving personal information, credit card to agents? I'm sure at some point we'll feel comfortable, but there are these inertia points and these are models that are getting worked out today. There's incentives for the hyperscalers to be part of this. There's incentive for the retailers to be part of it. But we ultimately don't know. What we do know is though forward position inventory is still going to win that agent's business if you need to get merchandise quickly, efficiently. And if it's a lot of merchandise at once. Think about the largest platforms that have been investing in long tail of product and speed to getting it to that consumer. Michelle Weaver: And Arunima, I want to bring this back to the macro as well. As AI adoption starts to ramp the labor market then starts to get called into question. Is this going to be automation or is it going to be augmentation as you see a ramp in AI adoption? So how are your expectations for AI being factored into your forecast and what are you expecting there? Arunima Sinha: There are two ways that we think about just sort of AI spending mattering for our growth forecasts. One part is literally the spend, the investment in the data centers and the chips and so on. And then the other is just the rise in productivity. So, does the labor or does the human capital become more productive? And if we sum both of those things together, we think that over 2026 – [20]27, they add anywhere between 40-45 basis points to growth. And just to put things in perspective, our GDP growth estimate for the end of this year in 2026 is 1.8 percent. For 2027, it's 2.0 percent. So, it's an important part of that process. In terms of the labor market itself, the work that you have led, as well as the work that we've been doing – which is this question about adoption at the macro level, that's still fairly low. We look at the census data that tracks larger companies or mid-size companies on a monthly basis to say, ‘How much did you use AI tools in the last couple of weeks.' And that's been slowly increasing, but it's still sort of in the mid-teens in terms of how many companies have been using as a percentage. And so, we think that adoption should continue to increase. And as that does, for now, we think it is going to be a compliment to labor. Although there are some cohorts within sort of demographic cohorts in terms of ages that are probably going to be disproportionately impacted, but we don't think that that's a sort of near term 2026 story. Michelle Weaver: Well, thank you all for joining us and please follow Thoughts on the Market wherever you listen to podcasts. Thank you to our panel participants for this engaging discussion and to our live and podcast audiences. Thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.
Jacob Ward of The Rip Current is hosting Tech News Weekly this week, joined by Abrar Al-Heeti of CNET as well! Samsung unveils its upcoming tri-folding phone. OpenAI declares a 'code red' to improve the quality of ChatGPT. How do you feel about the idea of ChatGPT being a dating coach for you? And Scott Weiner's work on shaping AI regulation. Abrar chats about Samsung's unveiling of its upcoming tri-folding phone, the Galaxy Z TriFold. Jacob shares how, after Google and Anthropic have made considerable strides in their own AI models, Gemini 3 and Claude Opus 4.5, respectively, OpenAI has declared a 'code red' to divert all resources into improving its ChatGPT model. Journalist Rita Omokha joins the show to chat about her recent article talking about how slowly more women are utilizing AI in providing advice towards aspects of their lives, such as relationship advice. And reporter Adam Rogers stops by to chat with Jacob about California Senator Scott Weiner and the work the senator has done on AI regulation and what could be next down the road. Hosts: Jacob Ward and Abrar Al-Heeti Guests: Rita Omokha and Adam Rogers Download or subscribe to Tech News Weekly at https://twit.tv/shows/tech-news-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: hoxhunt.com/securitynow zapier.com/tnw veeam.com zscaler.com/security
¡Emprendeduros! En este episodio Rodrigo nos da una actualización de mercado donde habla del estatus del mercado, del cosumo, del mercado de empleos y del codigo rojo de OpenAI. Nos da los reportes de ingresos de Crowdstrike, American Eagle, Salesforce, Snowflake, Kroger, Dollar General y Dollar Tree. Después habla de la linea de pobreza y del altruismo pero bien hecho. Finalmente contesta unas preguntas de los Emprendeduros.
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) AI Device Wars are here 2) Apple loses its head of user interface design 3) Meta's chances in the AI device wars 4) Apple's Ai device will only be as good as the assistant 5) OpenAI's AI device could work? 6) Amazon's Alexa+ is underrated 7) Google Glass returns? 8) Is the Metaverse dead? 9) Code red at OpenAI 10) Anthropic gains in enterprise AI adoption 11) Netflix to acquire Warner Brothers Discovery 12) Kalshi and CNN team up --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here's 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b From Big Technology on Substack: The AI Device Wars Just Kicked Off In A Big Way https://www.bigtechnology.com/p/the-ai-device-wars-just-kicked-off Questions? Feedback? Write to: bigtechnologypodcast@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices
This is a preview clip of a subscribers-only episode. CLICK HERE TO LISTEN TO THE FULL EPISODE AND ACCESS OUR LIBRARY OF BONUS CONTENT. Is the Trump Reich in terminal decline? Have we entered a new stage in the madness of this administration? This week Justin joins me to catalog some of the important points of failure and retreat in the White House and beyond, from Trump's faltering ballroom construction project and the quiet shuttering of DOGE, to tech psychos like Sam Altman and Elon Musk selling increasingly unrealistic visions of the future (OpenAI dominance and Nazified white supremacy, respectively). Meanwhile, China sharpens the blades of its own tech projects and Europe casts its eyes eastward.
Jacob Ward of The Rip Current is hosting Tech News Weekly this week, joined by Abrar Al-Heeti of CNET as well! Samsung unveils its upcoming tri-folding phone. OpenAI declares a 'code red' to improve the quality of ChatGPT. How do you feel about the idea of ChatGPT being a dating coach for you? And Scott Weiner's work on shaping AI regulation. Abrar chats about Samsung's unveiling of its upcoming tri-folding phone, the Galaxy Z TriFold. Jacob shares how, after Google and Anthropic have made considerable strides in their own AI models, Gemini 3 and Claude Opus 4.5, respectively, OpenAI has declared a 'code red' to divert all resources into improving its ChatGPT model. Journalist Rita Omokha joins the show to chat about her recent article talking about how slowly more women are utilizing AI in providing advice towards aspects of their lives, such as relationship advice. And reporter Adam Rogers stops by to chat with Jacob about California Senator Scott Weiner and the work the senator has done on AI regulation and what could be next down the road. Hosts: Jacob Ward and Abrar Al-Heeti Guests: Rita Omokha and Adam Rogers Download or subscribe to Tech News Weekly at https://twit.tv/shows/tech-news-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: hoxhunt.com/securitynow zapier.com/tnw veeam.com zscaler.com/security
Lionel tears down the headlines, exposing the real monsters under the bed. Tonight: We confront George Soros's PAC network systematically installing prosecutors nationwide to reshape criminal justice. Plus, a scathing look at medical recklessness, featuring "gender doctors" improvising life-altering procedures on vulnerable youth and the bizarre $13,750 rib removal surgery driven by the 'Ozempic Body' craze. We tackle the future of AI amid OpenAI's massive copyright suit, Palantir's cynical political reversal toward ICE tracking, and why commercial pilots are concealing dangerous mental health struggles. It's an aggressive, cutting critique of modern culture that tells those with "digital burnout" to "Shut up. Butch up. Grow a pair". Learn more about your ad choices. Visit megaphone.fm/adchoices
Story of the Week (DR):Netflix to Buy Warner Bros. in $83 Billion Deal to Create a Streaming GiantThe deal to acquire the Hollywood giant's television and film studios as well as HBO Max will bulk up the world's biggest paid streaming service.The acquisition is expected to close after Warner Bros. Discovery carves out its cable unit, which the companies expected be completed by the third quarter of 2026. That means there will be a separate public company controlling channels like CNN, TNT and Discovery.Trump administration views Netflix and Warner Bros. deal with ‘heavy skepticism,' senior official saysThe New York Post on Thursday reported that, “Paramount Skydance chief David Ellison met with Trump officials and key lawmakers in Washington DC on Wednesday to press his case against Warner Bros. Discovery's potential selection of Netflix as its merger partner.”Costco is poking the Trump bear MMBig public companies have mostly treated President Donald Trump with kid gloves during his second term. They've quietly avoided conflict while seeking favor with ornate gifts, large donations to his pet projects and strategic deployments of CEOs to the Oval Office.That's what made Costco's decision last week to sue the Trump administration so shocking.Costco filed a lawsuit that contends Trump overstepped his emergency powers by imposing sweeping tariffs – and claimed the company is due a refund.Biden commerce secretary to join Costco board as company sues over Trump's tariffsCostco board now 50/50Gina Raimondo led the agency responsible for crafting U.S. trade policy during all four years of Democrat Joe Biden's presidency.Rhodes Scholar Raimondo led Biden's Commerce Department; former governor of Rhode Island (2015-2021)AT&T Commits to Drop DEI Programs and GoalsIn the letter, AT&T makes a series of commitments, including stating that:“AT&T does not and will not have any roles focused on DEI”“we removed training related to “diversity, equity and inclusion” as well as any references to it from our internal and external messaging”“It is AT&T's longstanding practice to pay and advance individuals based on merit and qualification”From Brendan Carr's tweet: NEW on DEI: AT&T has now memorialized its commitment to ending DEI-related policies in an FCC filing and “will not have any roles focused on DEI.” This follows the big changes @robbystarbuck already announced earlier this year.AT&T promised the government it won't pursue DEI. FCC commissioner warns it will be a ‘stain to their reputation long into the future'Anna Gomez, the sole Democrat on the FCC: “AT&T's reversal isn't a sudden transformation of values, but a strategic financial play to curry favor with this FCC/Administration. Companies should remember that abandoning fairness and inclusion for short-term gain will be a stain to their reputation long into the future.”AT&T eliminates DEI programs, says hiring and advancement will now be merit-basedZillow Doesn't Care If Climate Change Destroys Your New HomeThe real estate platform recently removed climate risk scores from its listings—a potentially ruinous development for some buyers.Classified board; co-founders/co-Executive Chairs Lloyd D. Frink 36% and Richard N. Barton (Netflix; Qurate Retail) 40%10 votes per share of Class B common stock55% voting power; less than 12% economic interestCombined $83M in pay over last 3 years; primarily optionsGender Influence Gap (-23%): April Underwood 2%; Amy C. Bohutinsky 2% (former Zillow COO and CMO); Claire Cormier Thielke 1%LT directorsCompensation committee chair Jay Hoag (2005-)!Netflix, TripAdvisor, Peloton 65%Audit committee chair Greg Maffei (2005-)Qurate Retail, Charter Communications; Live Nation Entertainment; TripAdvisor; Liberty Broadband; SiriusXMAlso: Erik Blachford (2005-); Gordon Stephenson (2005-)Also: CEO Jeremy Wacksman and earnings underperformer: J. William Gurley (Stitch Fix .094 earnings; Nextdoor .010 earnings)Goodliest of the Week (MM/DR):DR: Melinda French Gates slams billionaires who aren't giving away enough of their wealthThere are more billionaires than ever — and they have almost $16 trillionMM: Billionaire heads on robot dogs pooping photos go viral at major Miami art fair MMAssholiest of the Week (MM):The “arrogant pricking” of CEOsPalantir CEO Alex Karp defends being an ‘arrogant prick'—and says more CEOs should be, tooIn Karp's worldview, “arrogance” is a necessary survival mechanism for a leader who intends to be right even when it is unpopular.“The only people who pay the price for being wrong in this culture, in complete fashion, are poor people,” Karp said. “The rest of us somehow outsource all the times we're wrong and stupid to the whole society.”Meanwhile, we're now hearing from Sundar Pichai (who's trying Cassandra on for size), never ending diatribes from Sam Altman, Elon Musk, Mark Zuckerberg, Jeff Bezos, and everyone else with a 6000x CEO pay ratio… “Merit based” ass kissingAT&T eliminates DEI programs, says hiring and advancement will now be merit-basedFCC boss Brendan Carr claims another victory over DEI as AT&T drops programsSo how "merit-based" is the board? Top knowledge: economics (useful for phones... somehow...). Team TSR performance: 0.482 (where 0.500 is the average return for a board). Controversies performance is an excellently horrible 0.204, with CEO John Stankey as one of the worst performers... ON EARTH at 0.028 (meaning, he's in the worst 3% of all people on boards for controversies facing their companies). For most of the board, it matters more to be connected than good.Replacing government safety nets with billionaire whims DRJeff Bezos and Lauren Sánchez Bezos commit $102.5 million to organizations combatting homelessness across the U.S.: ‘This is just the beginning'Sánchez Bezos recounted meeting families benefiting from local organizations to which the Bezos Day 1 Families Fund offered grants… she met one woman who had been kicked out of her home with her infant daughter, but the organization took her in for the night, gave them a bed with sheets and a locked door. “It brought tears to my eyes seeing this little baby and seeing her flourish,” Sánchez Bezos said. “Selfishly, it fills my heart meeting these families. It really, really does.”Michael and Susan Dell to donate $6.25 billion to fund 'Trump accounts' for 25 million U.S. kidsHeadliniest of the WeekDR: Zuckerberg Basically Giving Up on Metaverse After Renaming Entire Company “Meta”DR: Nvidia CFO admits the $100 billion OpenAI megadeal ‘still' isn't signed—two months after it helped fuel an AI rallyNvidia CFO Colette Kress told investors that the much-hyped OpenAI partnership is still at the letter-of-intent stage: “We still haven't completed a definitive agreement,” Kress said when asked how much of the 10-gigawatt commitment is actually locked in. That's a striking clarification for a deal that Nvidia CEO Jensen Huang once called “the biggest AI infrastructure project in history.MM: Children Sob as Waymo Runs Over DogWho Won the Week?DR: CostcoMM: Robot dogsPredictionsDR: Based on this headline (Jamie Dimon Once Called Bitcoin a ‘Fraud.' Now, JPMorgan Is Quietly Making Blockchain History and Betting This ‘Crypto Winter' Will Be Short-Lived), Jamie decides to invest in Volcano-Powered NFT Mining FarmsMM: Costco will start selling a new kind of robot dog (they already sell one) that has Gina Raimando and Jeffrey Raikes face and poops out pictures of Howard Lutnick
OpenAI's Sam Altman has called a 'Code Red' at the AI giant as Google Gemini 3 might be overtaking them. But new models 'Garlic' and 'Shallotpeat' might leapfrog them back in front. Plus, Kling's new O1 and Video 2.6 AI video models are both good and, well, not so good. And Runway Gen 4.5 seems interesting but not out to everyone yet. Meanwhile, Sora 2 users are busy generating fake clips of 'Bird Game 3' and Chinese robotics start-up EngineAI brings forth their T-800 model which might as well be The Terminator. IS IT TIME TO FREAK OUT ABOUT ROBOTS? MAYBE. MAYBE IT IS. Get notified when AndThen launches: https://andthen.chat/ Come to our Discord to try our Secret Project: https://discord.gg/muD2TYgC8f Join our Patreon: https://www.patreon.com/AIForHumansShow AI For Humans Newsletter: https://aiforhumans.beehiiv.com/ Follow us for more on X @AIForHumansShow Join our TikTok @aiforhumansshow To book us for speaking, please visit our website: https://www.aiforhumans.show/ // Show Links // OpenAI's 'Code Red' To Battle Gemini Progress https://www.theinformation.com/articles/openai-ceo-declares-code-red-combat-threats-chatgpt-delays-ads-effort?rc=c3oojq&shared=09f911ca8bc5c944 More on CodeRed: https://www.theguardian.com/technology/2025/dec/02/sam-altman-issues-code-red-at-openai-as-chatgpt-contends-with-rivals OpenAI Chief Research Mark Chen Discusses Gemini 3 & new models https://x.com/ashleevance/status/1995644118362718528?s=20 OpenAI New Models Garlic & Shallotpeat https://www.theinformation.com/articles/openai-developing-garlic-model-counter-googles-recent-gains?rc=c3oojq&shared=fb95c0bf1c900288 Kling 01 Model: Very Good AI Editing https://x.com/Kling_ai/status/1995506929461002590?s=20 Gavin's Football Tests https://x.com/gavinpurcell/status/1995877894342803656?s=20 Kling 2.6 with voice! THE ACTING! https://x.com/Kling_ai/status/1996238606814593196?s=20 Gavin's test https://x.com/gavinpurcell/status/1996270217253847487?s=20 Runway 4.5 Announced https://x.com/iamneubert/status/1995493501363270068?s=20 https://runwayml.com/research/introducing-runway-gen-4.5 Apple StarFlow-V https://x.com/BenjaminDEKR/status/1995634681925025833?s=20 Sync React-1 https://x.com/synclabs_so/status/1995556298419474665?s=20 Bird Game 3: The AI video game that doesn't exist has taken over Tiktok https://www.polygon.com/is-bird-game-3-real-ai-pigeon-hummingbird-what-is-tiktok-gameplay/ EngineAI Robot Called T-800 https://x.com/TheHumanoidHub/status/1995759737145589843?s=20 https://youtu.be/FGcQqyCaG5s?si=_pUZgjZiWHKmPZ7g Ongo: The weirdest desk lamp talking robot https://x.com/Karim_RC/status/1995538458836959487?s=20 Tesla Optimus Getting Laps In https://x.com/Tesla_Optimus/status/1995973133770350924?s=20 Character Consistency With Nano Banana Pro (Set Visits To Famous Movies) https://www.reddit.com/r/Bard/comments/1pb4nvc/maintaining_character_consistency_in_nano_banana/ Googly Eyed Animals & Objects in Nano Banana Pro https://x.com/madpencil_/status/1993654188723851585?s=20 NBP Weather For Your City Prompt https://x.com/PavolRusnak/status/1995165498774802607?s=20 Uh, Now AI Video Is Cooking Minions https://x.com/Solopopsss/status/1995488475240628407?s=20
Is Hollywood truly prepared for the existential threat AI poses? The Ankler CEO Janice Min returns to Rapid Response to dissect AI's seismic impact on the entertainment industry — from “synthetic performances” and collapsing production jobs to the buzz around OpenAI's animated film, Critterz. Min also weighs in on the brewing Warner Bros. Discovery bidding war, Netflix's expansion into video podcasts, and Disney's high-stakes standoff with YouTube.Visit the Rapid Response website here: https://www.rapidresponseshow.com/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Thoughts on OpenAI as Sam Altman declares a “Code Red” in response to Gemini 3, including real concerns about ChatGPT's market position, why the missed ads opportunity is becoming more acute, and ominous Google history. From there: Context on Alan Dye's departure from Apple, Meta's emphasis on a new design language, and the Meta fundamentals regardless of AR/VR and its AI efforts. At the end: Amazon's tranium chips and its AI efforts, Substack and the challenge of customer acquisition, defending tech at Thanksgiving dinner, and various F1 takes before this weekend's finale in Abu Dhabi.
Brought to you by TogetherLetters & Edgewise!In this episode: Google cracked Apple's AirDrop and is adding it to Pixel phonesKohler Can Access Data and Pictures from Toilet Camera It Describes as “End-to-End Encrypted”Tesla is recalling over 10,000 Powerwall 2 batteries due to burn risksPreserving code that shaped generations: Zork I, II, and III go Open SourceNotebookLM's killer new feature just made PowerPoint obsolete (and Canva too)Scientists create new bullet-proof fiber that is stronger and thinner than KevlarAmazon Rushes Out Latest AI Chip to Take On Nvidia, GoogleMKBHD is taking down his wallpaper appAll The HBO Max Shows That May Come To Netflix After Its Wild WB Purchase Code suggests that OpenAI may be close to introducing ads for ChatGPTOpenAI is under pressure as Google, Anthropic gain groundClaude for NonprofitsElon Musk says AI will end America's debt crisis within 3 yearsX Just Accidentally Exposed A Vast Covert Influence Network Targeting AmericansInternet Providers Can Monitor Their Own Cybersecurity Standards, Says Trump's FCCWeird and Wacky:
Bitcoin's down, so the Lessins turned down the heat and pulled out their winter gear. The More or Less squad jumps from SF's drone-powered crime-fighting memes (Daniel Lurie's “no drugs” moment) to how creator-content strategy now drives real deal flow. Jess says 2026 will split the AI tide (we unfortunately did have to touch on AI), with Meta's missing enterprise story dragging its CapEx dreams, while AWS is suddenly courting founders again. From Apple's design chief Alan Dye jumping to Meta to questioning whether OpenAI's “code red” was a decoy, the squad never misses when it comes to the latest thinking in Silicon Valley.Buy Slow's Modern Etiquette book: https://www.amazon.com/dp/B0G4HSKSY5Chapters:Chapters:01:10 Kudos to SF Mayor, Daniel Lurie!07:14 Doom scrolling on a Garmin watch12:34 Holiday gift guides: AI robots, Duolingo piano, Matic vac mop, etc14:30 The creator-VC playbook 21:27 Instagram RTO 5 days per week leadership reality check22:08 Alan Dye leaves Apple for Meta 26:09 Jess' 2026 prediction: The Big Tech divergence is coming27:46 Meta's enterprise gap28:46 AWS outreach to Sam: Bedrock Nova and startup credits31:45 Sam Altman's code red memo -- is it a decoy?33:51 Gemini latency vs GPT why speed matters for Brit (Ad opp?)44:39 Is Aaron Levie for or against AI?46:40 Waymo's safety report and Dave's FSD usage51:21 Recapping the Slow holiday party + Offline's next58:28 Slow's Modern Etiquette Book plug (Link to purchase: https://www.amazon.com/dp/B0G4HSKSY5)We're also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessYouTubeConnect with us here:1) Sam Lessin: https://x.com/lessin2) Dave Morin: https://x.com/davemorin3) Jessica Lessin: https://x.com/Jessicalessin4) Brit Morin: https://x.com/brit
This week on Unsupervised Learning, Jacob Effron is joined by Jordan Schneider, host of China Talk, who challenges widespread assumptions about US-China AI competition. China's AI development is driven by private capital and market competition—not central government planning—with companies like DeepSeek, Alibaba, and ByteDance operating more like Silicon Valley startups than state projects. The critical bottleneck is compute: the West maintains a 10-15x advantage in advanced chips, and US export controls implemented one month before ChatGPT created a structural edge favoring America for years. Chinese companies aggressively open-source models from strategic necessity—they couldn't establish a quality gap justifying paid access like OpenAI. Jordan explains why the "Goldilocks strategy" of controlled chip dependency fails, why expert consensus opposes selling advanced semiconductors to China despite Nvidia's lobbying, and how Taiwan's invasion risk is driven more by domestic politics than AGI scenarios. China's real advantage may emerge in robotics manufacturing at scale, where they're already deploying while the US debates strategy. Inside the Politburo's AI Study Session: https://www.chinatalk.media/p/xi-takes-an-ai-masterclassSubmit your questions to Jacob here: https://docs.google.com/forms/d/1vHBYv0bTT_EgFWTjbKnLr_sn3pZnFmcFGWYVTltKEco/edit (0:00) Intro(1:45) The Chinese AI Ecosystem: Pre and Post ChatGPT(3:45) Government Influence and Private Sector Dynamics(6:40) Venture Funding and Major Players(8:36) Talent and International Collaboration(11:25) Open Source Models and Market Dynamics(15:24) What Role Does The Chinese Government Play?(31:17) US-China AI Policy and Strategic Competition(36:18) The Argument for Selling AI Accelerators(37:02) Risks of Not Selling to China(43:34) Technological Constraints and Huawei's Challenges(51:18) US-China Relations and Taiwan(1:02:46) Quickfire With your co-hosts: @jacobeffron - Partner at Redpoint, Former PM Flatiron Health @patrickachase - Partner at Redpoint, Former ML Engineer LinkedIn @ericabrescia - Former COO Github, Founder Bitnami (acq'd by VMWare) @jordan_segall - Partner at Redpoint
Jacob Ward of The Rip Current is hosting Tech News Weekly this week, joined by Abrar Al-Heeti of CNET as well! Samsung unveils its upcoming tri-folding phone. OpenAI declares a 'code red' to improve the quality of ChatGPT. How do you feel about the idea of ChatGPT being a dating coach for you? And Scott Weiner's work on shaping AI regulation. Abrar chats about Samsung's unveiling of its upcoming tri-folding phone, the Galaxy Z TriFold. Jacob shares how, after Google and Anthropic have made considerable strides in their own AI models, Gemini 3 and Claude Opus 4.5, respectively, OpenAI has declared a 'code red' to divert all resources into improving its ChatGPT model. Journalist Rita Omokha joins the show to chat about her recent article talking about how slowly more women are utilizing AI in providing advice towards aspects of their lives, such as relationship advice. And reporter Adam Rogers stops by to chat with Jacob about California Senator Scott Weiner and the work the senator has done on AI regulation and what could be next down the road. Hosts: Jacob Ward and Abrar Al-Heeti Guests: Rita Omokha and Adam Rogers Download or subscribe to Tech News Weekly at https://twit.tv/shows/tech-news-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: hoxhunt.com/securitynow zapier.com/tnw veeam.com zscaler.com/security
From the $140k "real" poverty line to an exclusive look inside the F1 Las Vegas paddock. We debate the welfare "Valley of Death," breakdown the capital flight from Bitcoin to AI, and ask if the "App Layer" is dead. Plus, a major announcement regarding the future of the podcast.Welcome to the Alfalfa Podcast
Jacob Ward of The Rip Current is hosting Tech News Weekly this week, joined by Abrar Al-Heeti of CNET as well! Samsung unveils its upcoming tri-folding phone. OpenAI declares a "code red" to improve the quality of ChatGPT. How do you feel about the idea of ChatGPT being a dating coach for you? And Scott Weiner's work on shaping AI regulation. Abrar chats about Samsung's unveiling of its upcoming tri-folding phone, the Galaxy Z TriFold. Jacob shares how, after Google and Anthropic have made considerable strides in their own AI models, Gemini 3 and Claude Opus 4.5, respectively, OpenAI has declared a 'code red' to divert all resources into improving its ChatGPT model. Journalist Rita Omokha joins the show to chat about her recent article talking about how slowly more women are utilizing AI in providing advice towards aspects of their lives, such as relationship advice. And reporter Adam Rogers stops by to chat with Jacob about California Senator Scott Weiner and the work the senator has done on AI regulation and what could be next down the road. Hosts: Jacob Ward and Abrar Al-Heeti Guests: Rita Omokha and Adam Rogers Download or subscribe to Tech News Weekly at https://twit.tv/shows/tech-news-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: hoxhunt.com/securitynow zapier.com/tnw veeam.com zscaler.com/security
On this episode of the Self-Publishing with ALLi podcast, Dan Holloway looks at a new study of American media habits that reveals strong daily audiobook listening—despite slowing growth driven by low uptake among readers over fifty. He also reports on OverDrive's trademark lawsuit against OpenAI over the name Sora, and shares findings from a research paper showing that poetic prompts can bypass AI guardrails far more effectively than standard requests. Sponsor Self-Publishing News is proudly sponsored by PublishMe—helping indie authors succeed globally with expert translation, tailored marketing, and publishing support. From first draft to international launch, PublishMe ensures your book reaches readers everywhere. Visit publishme.me. Find more author advice, tips, and tools at our Self-publishing Author Advice Center, with a huge archive of nearly 2,000 blog posts and a handy search box to find key info on the topic you need. And, if you haven't already, we invite you to join our organization and become a self-publishing ally. About the Host Dan Holloway is a novelist, poet, and spoken word artist. He is the MC of the performance arts show The New Libertines, He competed at the National Poetry Slam final at the Royal Albert Hall. His latest collection, The Transparency of Sutures, is available on Kindle.
Episode 242 digs into the messy rollout of ChatGPT for Teachers and what it means for districts. We discuss the first‑in admin problem, educator verification (pay‑stub/DNS issues), SSO/SAML concerns, the 18‑month trial/pricing uncertainty, and whether OpenAI rushed the launch to capture market share. We also cover recent news: the FTC's action against Illuminate over a 2021 data breach and the Department of Education's tentative agreements to shift programs to other federal agencies. Plus Jeff from VIZOR joins to explain asset and device management features, repair workflows, and budgeting/ROI. ———— Sponsored by: Meter - meter.com/k12techtalk Visit meter.com/k12techtalk to book a demo! Extreme Networks - dmayer@extremenetworks.com Fortinet - fortinetpodcast@fortinet.com Lightspeed - lightspeedsystems.com VIZOR - vizor.cloud/k12techtalk ———— Join the K12TechPro Community (exclusively for K12 Tech professionals) Buy some swag (tech dept gift boxes, shirts, hoodies...)!!! Email us at k12techtalk@gmail.com OR our "professional" email addy is info@k12techtalkpodcast.com Call us at 314-329-0363 X @k12techtalkpod Facebook Visit our LinkedIn Music by Colt Ball Disclaimer: The views and work done by Josh, Chris, and Mark are solely their own and do not reflect the opinions or positions of sponsors or any respective employers or organizations associated with the guys. K12 Tech Talk itself does not endorse or validate the ideas, views, or statements expressed by Josh, Chris, and Mark's individual views and opinions are not representative of K12 Tech Talk. Furthermore, any references or mention of products, services, organizations, or individuals on K12 Tech Talk should not be considered as endorsements related to any employer or organization associated with the guys.
ChatGPT gilt als Synonym für generative künstliche Intelligenz. Seit zehn Jahren arbeitet die Firma OpenAI an diesem Werkzeug für die Zukunft. Eine Entwicklung, die neue Fragen nach Transparenz, Verantwortung und gesellschaftlichen Folgen stellt. Dampz, Nils www.deutschlandfunk.de, Hintergrund
Waymo said their cabs are 90% safer than human-driven cars… then activated “crazy NYC cab mode”.American Eagle surged 15% thanks to Sydney Sweeney… and an Anti-AI pledge.Sam Altman called “Code Red” at OpenAI… because the AI race look like MarioKart.Plus, Spotify Wrapped just came out… so we whipped up Wall Street Wrapped.Tickets on sale **Friday** — The IPO Tour (our In-Person Offering)Austin, TX (2/25): https://tickets.austintheatre.org/13274/13275 Arlington, VA (3/11): https://www.arlingtondrafthouse.com/shows/341317 New York, NY (4/8): https://www.ticketmaster.com/event/0000637AE43ED0C2Los Angeles, CA (6/3): https://www.squadup.com/events/the-best-one-yet-livePlus 3 more in H2 2026…$AEO $GOOG $AMZNBuy your TBOY Yeti Doll gift here: https://tboypod.com/shop/product/economic-support-yeti-doll NEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
We've seen some sky high valuations among AI companies lately, and it appears that Anthropic wants to use investor optimism to go public as early as next year. Competition among Anthropic, OpenAI, and many other artificial intelligence companies is heating up and could have profound impacts on investing decisions. Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Anthropic's IPO - The competitive landscape of the large language models - Klarna's Buy Now, Pay Later offering looking more and more like a credit card - Stocks on our radar Companies discussed: CRWV, FRMI, GOOGL, NVDA, MSFT, META, RIVN, KLAR, SEZL, AMEX, V, MA, KNSL, ALMU, BMI Host: Tyler Crowe Guests: Matt Frankel, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
MIND CONTROL FOR CHILDREN - 12.03.2025 - #897 BestPodcastintheMetaverse.com Canary Cry News Talk #897 - 12.03.2025 - Recorded Live to 1s and 0s Deconstructing World Events from a Biblical Worldview Declaring Jesus as Lord amidst the Fifth Generation War! CageRattlerCoffee.com SD/TC email Ike for discount https://CanaryCry.Support Send address and shirt size updates to canarycrysupplydrop@gmail.com Join the Canary Cry Roundtable This Episode was Produced By: Executive Producers LX Protocol BARON of the Berrean Protocol*** Carrie G*** Robert S*** Producers of TREASURE (CanaryCry.Support) Cage Rattler Coffee, Mrs. Tinfoilhatman, Veronica D, Sir Scott Knight of Truth, Sir Casey the Shield Knight Producers of TIME Timestampers: Jade Bouncerson, Morgan E Clankoniphius Links: JAM FALSE FLAG Afghan national Guard Sh**ter was a CIA asset (USA Today) TRUMP/MONEY Post: Brian Armstrong (Coinbase) and Larry Fink (Blackrock) photo op (X) Clip: "Potential next Fed chair" Kevin Hassett, former Coinbase advisor (X) Trump, Americans may soon pay 'no income tax' as WH explores alt rev streams (Fox Business) $6B Dell investment in 'Trump accounts' to provide 25 mil kids with free money (CNBC) Qualifying Govs or Charities can invest potentially infinitely (WH) VR Narrative-driven VR game to support type 1 diabetes self-management in children (Nature) Gaza children find comfort, tackle war trauma in virtual reality (Daily Sabah) AI Clip: Joe Rogan speculated how Second Coming of Christ might be AI (X) Clip 1: Ex-Google Design Ethicist, Tristan Harris on what AI tech CEOs are motivated by (X) Clip 2: Ex-Google Design Ethicist, quote from friend after grilling CEOs (X) Scripture: Revelation 9:6, Job 3:20-22 SPACE: Project Suncatcher, a space-based, scalable AI infrastructure system design (Google) V4V Leak confirms OpenAI is preparing ads on ChatGPT for public roll out (Bleeping Computer) OpenAI hits pause on ChatGPT ads as CEO declares a 'code red' (Search Engine Land) EXECUTIVE PRODUCERS TALENT/TIME END
Can the AI boom survive its own hype? This episode takes on the future of OpenAI, tech's subscription fatigue, and why "Made with AI" labels might be the new scarlet letter. Plus, Microsoft's ugly sweaters are back for some reason. Windows 11 Week D comes a week late and in the wrong month, but it's a big one, and a preview of what to expect next week in Patch Tuesday More pervasive dark mode Copilot+ PC exclusives: Improvements to Click to Do, Windows Search, Windows Studio Effects, Agent in Settings Expansion of FSE availability Improvements across Settings, Share, File Explorer, Desktop Spotlight, more Aluminium OS is the name of the ChromeOS/Android Frankenstein that will take on Windows Android 16 QPR2 is here with about 1,000 new features and maybe a saner approach to OS updating than what we see on Windows AI AI slop is no enshittification: Human error is still a much bigger issue Epic Games CEO Tim Sweeney is right: The "Made with AI" label is silly and needs to go OpenAI declares a "code red" after Google finally figured out AI Opera quietly does an about-face on AI in its browsers Opera Neon gets one-minute deep research, Gemini 3, and Nano Banana Xbox and gaming Mortal Kombat 1, more coming to Game Pass in first half of December Valve is quietly bringing SteamOS, Windows games to Arm Tips & picks Tip of the week: Time to cull Tip of the week #2: Time to look back RunAs Radio this week: The M365 Copilot Data Readiness Checklist with Nikki Chapple Brown liquor pick of the week: Stumbras Starka Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: outsystems.com/twit helixsleep.com/windows bitwarden.com/twit framer.com/design promo code WW
Everyone's gone a bit insane this week maybe it was the Turkey maybe it was the vibes! Kate Beckinsale believes grown men can lay eggs, corporations believe AI is helping their bottom line, and Hollywood isn't sure if Timmy will get an Oscar. What's next!? 10 min: How Not to Get Away with Murder 38 min: Kate Beckinsale on Jimmy Kimmel 46 min: Can Anyone Make Money off AI 53 min: Who Gets an Oscar 1 hour 1 min: Mel Robbins ___________________________________ Keep up with all the latest: https://www.goodnoticings.com/ Read our many musings on Substack: https://cmbc.substack.com/?utm_source=global-search Join the Patreon for new, exclusive episodes every Friday! https://www.patreon.com/c/goodnoticings Follow us on: TikTok- @goodnoticingspod Instagram- @goodnoticingspod Theme song by: Bri Connelly ___________________________________ Toronto Murder: https://torontolife.com/deep-dives/how-not-to-get-away-with-murder-the-stranger-than-fiction-story-of-the-stoney-creek-killing/ Kate Beckinsale: https://people.com/kate-beckinsale-insists-her-daughters-boyfriend-laid-2-eggs-11856795?taid=692600772b51bd0001bd9b43&utm_campaign=peoplemagazine&utm_content=new&utm_medium=social&utm_source=twitter.com Open AI: https://www.windowscentral.com/artificial-intelligence/openai-chatgpt/analysis-openai-is-a-loss-making-machine Who Gets an Oscar: https://www.vulture.com/article/whose-time-is-it-oscars-narrative-2026.html Mel Robbins: https://www.nytimes.com/2025/11/26/opinion/thanksgiving-family-fighting.html Learn more about your ad choices. Visit podcastchoices.com/adchoices