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A 10-Speed Bicycle Behind a Tractor Trailer
52:54|Andrew and Justin reconvene to discuss Anthropic's recent claims that Chinese AI labs are utilizing Claude to improve their own models, before turning their attention to Anthropic's ongoing rocky relationship with the Pentagon. Elsewhere, the two ponder what's happening with local town board meetings grabbing headlines for turning away data centers — and whether a NIMBY response to data centers could cost these towns more than they thing — before Justin shares his experience of building his first iOS app with Codex.Chapters00:00 - Intro01:30 - Anthropic and China14:11 - Anthropic and the Pentagon21:05 - Data Centers vs. Town Boards36:13 - Codex and Utilizing AI Intelligently
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Claw-ture Clash
49:54|Andrew and Justin discuss the recent acqui-hire Peter Steinberger, the founder behind OpenClaw (né Clawdbot, né Moltbot), with his project remaining open-source. The two also discuss the reaction to the depreciation of GPT-4o, which left plenty of users feeling burned, and the recent high-profile departures of various employees who got their exit letters published in outlets like The New York Times. Is it a sign of the times, or just evidence of culture clash?Chapters00:00 - Intro01:49 - OpenClaw Acqui-hire14:03 - Death of GPT-4o28:29 - Departure Letters and AI Work Culture48:08 - Brief Codex Thoughts49:19 - Wrap-upThe Super Bowl of Super Bowl AI Ads
37:07|Andrew and Justin catch up after a Super Bowl that was chock full of various AI ads. The two touch on the ongoing feud between Anthropic and OpenAI over ads, partially fought out, ironically enough, in those very same ad campaigns. After talking through OpenAI's own Codex ad and the launch of its standalone Mac app, the two tackle compute constraints, Elon's pivot to the moon, and more. Chapters00:00 - Intro and Super Bowl Ads10:01 - Codex19:19 - Compute Constraints and Space25:50 - Elon Pivots from Mars to the Moon30:10 - New OpenAI Podcast Episode and Wrap-upClaude or Clawd
47:54|Andrew and Justin talk through the recent viral success of Clawdbot, an open-source AI personal assistant that's taken the web by storm over the weekend. After Justin debates installing it on a Mac Mini, the two discuss the other Claude — namely, Claude's founder Dario Amodei, who continues to issue "dire warnings" over the rise of AI.Chapters00:00 - Intro00:47 - Clawdbot09:26 - Dario Amodei's Dire Warnings37:06 - The near-future of AI-generated art44:58 - Wrap-upOpenAI Adds Ads
39:41|Andrew and Justin walk through OpenAI CFO Sarah Frier's latest blog post digging into the company's annual revenue compared to its current demand, alongside some thoughts shared by Sarah with Andrew on the official OpenAI Podcast. The two also dig into OpenAI's announcement of ads in its free tier and what it might for the future of the platform before digging into some of the discovery coming out of the Elon-OpenAI lawsuit.Chapters00:00 - Intro00:44 - Revenue and Demand for ChatGPT10:29 - OpenAI Ads22:08 - Elon Musk's Lawsuit (and general Elon thoughts)34:16 - Wrap-up (and brief thoughts on the Cerebras deal)WWSD (What Would Steve Do?)
48:26|Andrew and Justin dive into the two big stories facing the world of AI this week. First, ChatGPT Health is here, designed to deliver specific answers tailored to healthcare and wellness. Is this the future of visiting a doctor, and what concerns face this sort of technology moving forward? Then they turn to Google, who are partnering with Apple to provide models for the company's next-gen Siri assistant. Does this prove OpenAI is a larger rival to Apple than Google, and what does this say about the modern state of the brand behind the iPhone?Chapters00:00 - Intro01:11 - ChatGPT Heatlh14:11 - Apple-Google Partnership47:49 - Wrap-upNvidia Gets Groq (Not That One)
27:58|Andrew and Justin talk through Nvidia's $20 billion deal to both acquire the talent and license the tech offered by Groq, a chip company focused on lowering inference costs. The two also offer their AI predictions for 2026 and ponder whether Jony Ive and Sam Altman's OpenAI hardware project will show up before year's end.Chapters00:00 - Intro00:30 - Nvidia and Groq16:17 - 2026 Predictions23:13 - OpenAI Hardware27:02 - Wrap-up