This Week in AI

Jason Calacanis

An experts-only AI podcast: Think the 'All In' podcast for AI. Jason + 3 CEO-level experts breaking down the news & trends.

  1. "Nobody Lost Their Job to AI, Just the Promise of AI" - This Week in AI Ep 15

    1 HR AGO

    "Nobody Lost Their Job to AI, Just the Promise of AI" - This Week in AI Ep 15

    The AI jobs panic is here. Meta cut 8,000. Intuit cut 3,000. CapEx went up. Nobody can agree if anyone has actually lost a job to AI, or just to the promise of it. We dug into the GPU squeeze, the new craft of "reward engineering," Pope Leo's call to disarm AI, and why Chinese open-source models just blew past American ones in token usage. This week's roundtable: Erik Bernhardsson (CEO of Modal Labs, the serverless GPU cloud), Tanay Kothari (CEO of Wispr Flow, the voice dictation app every VC in the valley uses), and Richard Socher (CEO of Recursive Superintelligence and You.com). Thank you to our exclusive sponsor: PayPal Open, One Platform for All Business: http://paypalopen.com/ Timestamps: 0:00 Cold open 0:53 Welcome to Episode 15 5:53 Recursive's plan to build a self-improving "Eureka machine" 8:10 Token spend now exceeds headcount at the frontier 9:56 GPU crunch, Hopper prices, and the Anthropic-Colossus shockwave 12:23 Wispr Flow's 90% gross margin playbook 14:30 Running $100M in marketing with two humans and a swarm of agents 18:29 Reward hacking, paperclips, and the rise of the "reward engineer" 24:39 Why CEOs put one person in charge: multi-objective AI 28:17 Meta's 8,000 layoffs, $145B CapEx, Goldman vs. Stanford 33:23 "Nobody lost their job to AI, just the promise of AI" 37:57 Jevons paradox: software demand is infinite, illustrations aren't 39:48 Meta's keystroke monitoring and the back-channel reaction 42:55 Equity, Trump accounts, and rooting for your old employer 44:06 The Bloomberg/Indeed dev jobs chart 47:34 Jason's pitch: hiring a 22-year-old AI-native "software valet" 50:29 Pope Leo: "AI needs to be disarmed" 57:41 Chris Olah on AI displacement and the global poor 1:00:46 Chinese models hit 9 trillion tokens, DeepSeek V4 Flash goes #1 1:03:04 Strange biases, Tiananmen Square, and the US open-source vacuum 1:05:07 Who they're hiring 🔗 Guests: Erik Bernhardsson, Modal Labs: https://modal.com | https://x.com/bernhardsson Tanay Kothari, Wispr Flow: https://wisprflow.ai | https://x.com/tankots Richard Socher, Recursive Superintelligence / You.com: https://recursive.com | https://x.com/RichardSocher 🔗 Referenced in this episode: Modal Labs: https://modal.com Wispr Flow: https://wisprflow.ai Recursive Superintelligence launch: https://recursive.com You.com: https://you.com Anthropic / SpaceX Colossus 1 compute deal: https://www.anthropic.com/news/anthropic-spacex TechCrunch on the $1.25B/month Anthropic-xAI compute deal: https://techcrunch.com/2026/05/20/anthropic-will-pay-xai-1-25-billion-per-month-for-compute/ Meta's 8,000 layoffs and 2026 AI CapEx of $145B: https://www.reuters.com Intuit cuts 3,000 jobs to fund AI integration: https://www.reuters.com Goldman Sachs CEO David Solomon NYT op-ed on AI job loss: https://www.nytimes.com Stanford study on entry-level AI-exposed jobs (-16%): https://digitaleconomy.stanford.edu Pope Leo XIV: "AI needs to be disarmed": https://www.vatican.va Chris Olah (Anthropic) on AI and the global poor: https://www.anthropic.com OpenRouter token usage leaderboard: https://openrouter.ai/rankings DeepSeek V4 Flash: https://www.deepseek.com Qwen 3 Max (Alibaba): https://qwenlm.ai 🔗 Subscribe and follow: Newsletter and all platforms: https://thisweekinai.ai #ThisWeekInAI #AI #ModalLabs #WisprFlow #Recursive #YouCom #DeepSeek #Qwen #MetaLayoffs #Anthropic #Colossus #PopeLeo #RewardHacking #AIJobs #OpenSource

    1h 7m
  2. Grads boo AI, Reese Witherspoon gets dunked + Karpathy joins Anthropic | TWiAI E14

    MAY 20

    Grads boo AI, Reese Witherspoon gets dunked + Karpathy joins Anthropic | TWiAI E14

    The frontier labs are coming for the application layer, and they're going to steal your idea. We dug into Andrej Karpathy's move to Anthropic, the new rules of AI etiquette, and why graduates are booing AI at commencement speeches. This week's roundtable: Kanjun Qiu (CEO of Imbue, building open source agents), Jeremy Fraenkel (CEO of Fundamental, large tabular models for enterprise data), and Karri Saarinen (CEO of Linear, the product development system used by OpenAI, Coinbase, Cursor, Ramp, and Cash App). Thank you to our exclusive sponsor: PayPal Open, One Platform for All Business: http://paypalopen.com/ Timestamps: 0:00 Cold open 1:02 Welcome to Episode 14 of This Week in AI 1:45 Kanjun Qiu on Imbue's GPU cluster bet that funds the company 5:38 Jeremy Fraenkel on why LLMs choke on structured enterprise data 9:36 Karri Saarinen on Linear and product work for AI agents 12:50 Design in the age of AI: why early-stage product design is getting worse 21:18 Jason coins "AI etiquette": your output is your responsibility 33:30 Andre Karpathy joins Anthropic 40:00 The cult of each AI lab: SpaceX, Anthropic, OpenAI 47:00 Anthropic's pricing misstep and the "punk software" movement 50:00 The verticalization war coming for the application layer 55:00 "Claude knows more about me than my partner": power concentration in AI 58:30 Mac M5 clusters and confidential compute on AWS 1:07:30 Graduates boo AI at commencement: Schmidt, Borchetta, Cawfield 1:22:00 Four founders deliver their own commencement speeches 1:28:30 Reese Witherspoon vs the New York Times 1:33:00 Plugs and where to find the guests 🔗 Guests on X: Kanjun Qiu, Imbue: https://imbue.com | https://x.com/kanjun Jeremy Fraenkel, Fundamental: https://fundamental.tech | https://x.com/fraenkelj Karri Saarinen, Linear: https://linear.app | https://x.com/karrisaarinen 🔗 Referenced in this episode: Andre Karpathy joins Anthropic (announcement): https://x.com/karpathy/status/2056753169888334312?s=20 Imbue Blueprint (open source agent skill): https://imbue.com/blueprint ExoLabs (daisy-chained Mac clusters): https://exolabs.net Abacus (on-prem language models): https://goabacus.co Whisper Flow (voice-to-text): https://wisprflow.ai Perplexity Model Council: https://perplexity.ai NYT editorial on Reese Witherspoon and AI: https://www.nytimes.com/2026/05/15/opinion/reese-witherspoon-mel-robbins-girlboss-ai.html 🔗 Subscribe and follow: Newsletter and all platforms: https://thisweekinai.ai #ThisWeekInAI #AI #Imbue #Fundamental #Linear #Anthropic #OpenAI #Karpathy #AIEtiquette #VibeCoding #PunkSoftware #AICommencement #OpenSourceAI

    1h 39m
  3. How the 1% Will Own Compute (and What It Means for You)

    MAY 13

    How the 1% Will Own Compute (and What It Means for You)

    The future of AI isn't a smarter chatbot. It's a model that watches your screen, listens to the room, and acts on what it sees. We dug into Thinking Machines' new interaction model, what it means for compute, and the layoff wave that's already here.This week's roundtable: Anastasios Angelopoulos (CEO of Arena, formerly LMArena), Nick Harris (CEO of Lightmatter, photonic computing chips), and Philip Johnston (CEO of StarCloud, building megawatt data centers in space). Thank you to our exclusive sponsor: PayPal Open, One Platform for All Business: http://paypalopen.com/ Timestamps: 0:00 Cold open 1:21 Welcome to Episode 13 2:51 Is China closing the AI gap? Arena's data 5:16 Lightmatter and the photonic interconnect bottleneck 9:42 StarCloud 2, Nvidia Space Ruben 1, and orbital data centers 17:24 Thinking Machines' interaction model: what's actually new 28:22 Whisper Flow and the 3-pedal desk setup 33:48 Real-time desktop and camera awareness as the real unlock 40:25 Why this 100x's compute demand 42:43 The polarization of compute and $10M personal data centers 49:25 The layoff wave: Cloudflare, PayPal, Coinbase, Upwork 54:48 The 10x gap between AI-first and non-AI-first employees 59:52 Unlimited agency and the abundance future 1:00:46 Anthropic's Project Luna runs a retail store 1:03:45 Decoupling labor from value creation 1:05:03 P(doom) round 🔗 Guests: Anastasios Angelopoulos, Arena: https://arena.ai | @ML_Angelopolous Nick Harris, Lightmatter: https://lightmatter.co Philip Johnston, StarCloud: https://starcloud.com | @philipjohnston 🔗 Referenced in this episode: Thinking Machines, Introducing Interaction Models: https://thinkingmachines.ai/blog/interaction-models/ LMArena leaderboard: https://lmarena.ai Lightmatter: https://lightmatter.co Starcloud: https://www.starcloud.com TechCrunch, Cloudflare says AI made 1,100 jobs obsolete: https://techcrunch.com/2026/05/08/cloudflare-says-ai-made-1100-jobs-obsolete-even-as-revenue-hit-a-record-high/ Fast Company, Tech layoffs this week due to AI (Cloudflare, PayPal, Coinbase, Upwork): https://www.fastcompany.com/91538995/tech-layoffs-due-to-ai-this-week-cloudflare-paypal-coinbase-upwork Bloomberg, South Korea floats citizen dividend from AI profits: https://www.bloomberg.com/news/newsletters/2026-05-12/korea-s-massive-ai-boom-triggers-call-for-tech-tax-roiling-market PYMNTS, Inside a retail store run entirely by AI (Andon Labs / Luna): https://www.pymnts.com/artificial-intelligence-2/2026/inside-a-retail-store-run-entirely-by-ai/ Wispr Flow (voice-to-text tool Jason uses): https://wisprflow.ai Fermi Paradox: https://en.wikipedia.org/wiki/Fermi_paradox 🔗 Subscribe and follow: Newsletter and all platforms: https://thisweekinai.ai #ThisWeekInAI #AI #ThinkingMachines #Lightmatter #StarCloud #Arena #Anthropic #ProjectLuna #AIcompute #AIlayoffs #Superintelligence

    1h 8m
  4. Is Anthropic a Cult? AI Beats ER Doctors & Recursive Self-Improvement | This Week in AI E12

    MAY 6

    Is Anthropic a Cult? AI Beats ER Doctors & Recursive Self-Improvement | This Week in AI E12

    This week, JCal sits down with two builders working on opposite ends of the AI stack: Naveen Rao, co-founder and CEO of Unconventional AI (his $4.5B startup rethinking the computer from first principles), and Trey Holterman, co-founder and CEO of Tennr, the platform automating the messy paperwork that decides whether millions of patients ever get the care they need. They break down why AI already beats ER doctors at diagnosis, why Epic is the most hated company in healthcare, what it takes to disrupt healthcare's $5 trillion incumbents, and whether $1.1 trillion in hyperscaler CapEx will pay off before the energy runs out. Mentioned in the show: Unconventional AI: https://unconv.aiTennr: https://tennr.comAbridge: https://abridge.comAmbience Healthcare: https://ambiencehealthcare.comEpic: https://epic.comPlaud (NotePin): https://plaud.aiWhoop: https://whoop.comFunction Health: https://functionhealth.comOura: https://ouraring.comEight Sleep: https://eightsleep.comPerplexity: https://perplexity.aiDatabricks: https://databricks.comHarvard / Beth Israel ER study: https://www.harvardmagazine.com/ai/ai-outperforms-doctors-diagnosis-harvard-studyJack Clark on recursive self-improvement: https://jack-clark.net This Week In AI is made possible by:PayPal Open - One Platform for all Business: https://paypalopen.com Timestamps: 00:00 Cold open 00:51 Welcome & intro to Naveen Rao (Unconventional AI) and Trey Holterman (Tennr) 05:43 Tennr's mission: fixing the U.S. healthcare "black hole" 06:23 Why primary care is changing in the AI era 09:09 The radiologist that wasn't replaced & what AI got right in 2015 15:31 Harvard study: AI beats ER doctors 67% to 55% 20:16 Plaud Pin & the always-on AI in the exam room 22:29 AI scribes, EMR privacy & how Abridge actually works 24:01 Whoop, Aura & when wearable data finally meets the clinic 25:20 Epic, FHIR & the 800-pound gorilla of healthcare 34:21 Disrupting Epic with an open-source EMR play 37:20 The Abridge vs Ambience scribe wars 42:06 Jack Clark's 60% odds on recursive self-improvement by 2028 53:41 Morgan Stanley's $1.1 trillion hyperscaler CapEx forecast 1:04:53 Anthropic's marketing machine & the AI religion thesis Subscribe to This Week in AI on Apple: https://thisweekinai.ai/spotify Subscribe to This Week in AI on Spotify: https://thisweekinai.ai/apple Thanks for watching! 🤖 If you want to stay ahead of the curve on all things AI, make sure to join our community across all platforms: 📩 Get the Weekly Newsletter: https://thisweekinai.ai/ 📺 Subscribe on YouTube: https://www.youtube.com/@ThisWeekinAIPodcast 📸 Instagram: https://www.instagram.com/thisweekinaipodcast 📱 TikTok: https://www.tiktok.com/@thisweekinaipodcast ✖️X: https://x.com/ThisWeeknAI Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Follow Oliver: https://x.com/oliverkorzen Check out all our partner offers: https://partners.launch.co/

    1h 17m
  5. Cursor's $60B Deal, DeepSeek V4 & the Death of the AI Moat | This Week in AI E11

    APR 30

    Cursor's $60B Deal, DeepSeek V4 & the Death of the AI Moat | This Week in AI E11

    This week Jason sits down with three founders at the frontier of AI infrastructure, software development, and vertical AI: Matan Grinberg, co-founder and CEO of Factory; Russ d'Sa, co-founder and CEO of LiveKit; and George Sivulka, founder and CEO of Hebbia. They break down why AI coding agents are more powerful than vibe coding, how voice became the default interface for AI, why LLMs are becoming commoditized like RAM, and what it actually takes to build a moat in 2026. Mentioned in the show: Factory: https://factory.aiLiveKit: https://livekit.ioHebbia: https://hebbia.comCursor: https://cursor.comDeepSeek V4: https://deepseek.comSpaceX / xAI: https://x.aiPolymarket (Cursor acquisition odds): https://polymarket.com/event/will-spacex-acquire-cursorLM Arena (model benchmarks): https://lmarena.aiSWE-bench (coding benchmarks): https://swebench.comSilicon Valley HBO clip (Son of Anton): https://www.youtube.com/watch?v=m0b_D2JgZgY This Week In AI is made possible by: PayPal Open - One Platform for all Business: https/:/paypalopen.com/ Timestamps: 00:00 Intro & AGI debate: where are we really? 02:26 Meet the guests: Matan Grinberg, Russ d'Sa, George Sivulka 03:30 Factory's mission: bringing autonomy to software engineering 04:29 LiveKit's origin: open source WebRTC to ChatGPT voice backbone 07:40 Learned helplessness and the raptor fence: a founder story 10:31 Hebbia: financial superintelligence for capital markets 13:21 SpaceX acquiring Cursor for $60B: the deal breakdown 17:28 Why enterprises can't standardize on one model provider 21:50 The Silicon Valley clip: when AI deletes all the software 23:09 How AI coding tools have changed internal dev workflows 26:28 Moats in the age of vibe coding: what actually protects you 30:12 The relentless iteration promise as a company's core moat 33:40 Slack example: the buy vs. build calculation in 2026 38:10 Deterministic agents and encoding institutional expertise 41:17 LLMs as commoditized infrastructure: where value pools 45:56 DeepSeek V4 drops mid-episode: $3.48 vs. Claude's $25 50:13 AI in financial markets: arbitrage, meme stocks, and ASI 56:58 China blocks Metas acquisition, OpenAI-Microsoft deal redux 58:41 AGI definitions and who wins the US vs. China model race 01:02:13 US open source embarrassment and the talent war 01:05:23 OpenAI's spend vs. revenue: risk of ruin or name of the game? 01:09:14 Apple's new CEO, M-series compute flood, and space data centers 01:12:08 P-doom scores and final thoughts Subscribe to This Week in AI on Apple: https://thisweekinai.ai/apple Subscribe to This Week in AI on Spotify: https://thisweekinai.ai/spotify Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Follow Oliver: https://x.com/oliverkorzen Check out all our partner offers: https://partners.launch.co/

    1h 14m
  6. Aravind Srinivas & Edwin Chen: The $1B Bootstrap, Apple's AI Edge, and Benchmarks | TWiAI E10

    APR 23

    Aravind Srinivas & Edwin Chen: The $1B Bootstrap, Apple's AI Edge, and Benchmarks | TWiAI E10

    This week we sat down with Aravind Srinivas and Edwin Chen. Aravind is the co-founder and CEO of Perplexity, whose revenue has grown from $100M to $500M on the back of Perplexity Computer. Edwin is the co-founder and CEO of Surge AI, the data training company teaching frontier models how to think, which quietly bootstrapped past $1B in revenue without ever raising a dollar. This Week In AI is made possible by: PayPal Open - One Platform for all Business: https://paypalopen.com/ Timestamps: 00:00 Cold open 01:00 Welcome & intro to Aravind Srinivas and Edwin Chen 02:40 Why Perplexity Comet and Perplexity Max are taking off 05:25 Edwin on Surge AI and why "data labeling" is the wrong term 10:47 Tim Cook steps down — what Apple's new CEO should do 13:56 Owning your agent loops: why Apple wins 21:20 "The iPhone is not getting disrupted by AI at all" 23:09 $242B raised in Q1 2026 and the late-stage capital flood 23:55 Edwin on bootstrapping Surge past $1B without raising 25:09 The ChatGPT "one weird trick" story and clickbait models 30:58 Claude Code as a loss leader to dominate token collection 33:30 Are we in the endgame for coding? 35:35 Autocomplete to auto-diff to auto-outcomes 38:54 The death of the no-code movement 41:34 30% headcount growth, 5x revenue, the efficiency playbook 45:41 AI in Hollywood, Gal Gadot, and $70M movies that should cost $200M 50:29 "People don't buy models, they buy products" 57:20 Specialization vs commoditization — what actually accrues value58:00 "LM Arena is a cancer on AI" 63:34 Perplexity's heuristics for measuring user intent65:41 Model Council, Jensen Huang, and orchestrating frontier models 71:23 Most impressive AI experiences — WhisperFlow, Grok on X, Claude Design, and WHOOP 78:29 Hiring at Surge AI and Perplexity Subscribe to This Week in AI on Apple:https://thisweekinai.ai/apple Subscribe to This Week in AI on Spotify:https://thisweekinai.ai/spotify Follow Jason: X: @jason LinkedIn: /jasoncalacanis Check out all our partner offers: https://partners.launch.co/ Links Mentioned on the Show: Perplexity: https://perplexity.ai/ Surge AI: https://surge.ai/ Perplexity Comet: https://comet.perplexity.ai/ Perplexity Max: https://perplexity.ai/max Claude Code: https://claude.com/product/claude-code Claude Design: https://claude.com/claude-design OpenAI Codex: https://openai.com/codex GitHub Copilot: https://github.com/features/copilot Cursor: https://cursor.com/ LM Arena: https://lmarena.ai/ Kimi K2: https://www.kimi.com/ DeepSeek: https://www.deepseek.com/ Apple Silicon: https://www.apple.com/mac/m4/ WhisperFlow: https://wisprflow.ai/ WHOOP: https://www.whoop.com/

    1h 20m
  7. The Future of AI: Personal Agents, Taste & Private Data | Lin Qiao & Demi Guo | E9

    APR 15

    The Future of AI: Personal Agents, Taste & Private Data | Lin Qiao & Demi Guo | E9

    This week we sit down with Lin Qiao and Demi Guo on This Week in AI Episode 9. Lin is the co-founder and CEO of Fireworks AI, a frontier inference platform processing tens of trillions of tokens per day, built by seven ex-Meta engineers who created PyTorch. Demi is the co-founder and CEO of Pika, building humanized AI agents for creative work, agents you interact with like a person, not a prompt box. This Week In AI is made possible by: PayPalOpen - One Platform for all Business: https://paypalopen.com/ Timestamps: 00:00 Welcome & intro to Lin Qiao and Demi Guo 02:38 Lin's journey from Meta to Fireworks AI 05:13 Building PyTorch and bootstrapping AI infrastructure 06:58 Who Fireworks competes with and why enterprises need it 08:43 Activating the 95% of private data locked in enterprises 11:31 Demi's journey building Pika and the pivot to humanized agents 16:03 The best interface for creation is a human-like agent 16:42 The AI layoff trap — a prisoner's dilemma for firms 19:00 Cambrian explosion of startups and the hobbyist-to-inventor pipeline 22:07 Flattening organizations and the death of middle management 28:03 Taste, judgment, and why "slop" is the real risk 31:22 Why agents drift and the case for constant iteration 33:40 Rethinking agents: not tools, but children you raise 39:36 How close are open-source models to frontier? 43:20 Token usage and the economics of running agents 46:15 Toys becoming tools — the hobbyist signal 48:59 Public perception of AI: America vs. China vs. Silicon Valley 53:04 Agents as self-expression and identity creation 57:06 The expert vs. public perception gap on AI's impact 63:17 Meta's Muse model and the open-source debate 68:26 Data drought, synthetic data, and the next architecture leap 72:06 Hiring at Fireworks AI and Pika Subscribe to This Week in AI on Apple: https://thisweekinai.ai/spotify Subscribe to This Week in AI on Spotify: https://thisweekinai.ai/apple Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Follow Oliver: https://x.com/oliverkorzen Check out all our partner offers: https://partners.launch.co/ Links Mentioned on the Show: Fireworks AI: https://fireworks.ai/ Pika: https://pika.art/ PyTorch: https://pytorch.org/ "The AI Layoff Trap" paper (UPenn & Boston University): https://arxiv.org/abs/2603.20617 Fortune: CFOs say AI cuts will be 9x bigger than reported: https://fortune.com/2026/03/24/cfo-survey-ai-job-cuts-productivity-paradox-2026/ HBR: Companies firing based on AI potential, not performance: https://hbr.org/2026/01/companies-are-laying-off-workers-because-of-ais-potential-not-its-performance New Yorker profile on Sam Altman (Ronan Farrow): https://techcrunch.com/2026/04/11/sam-altman-responds-to-incendiary-new-yorker-article-after-attack-on-his-home/ Sam Altman home attack: https://www.cnbc.com/2026/04/10/sam-altman-house-hit-with-molotov-cocktail-openai-office-threatened.html Block layoffs — Jack Dorsey cites AI: https://fortune.com/2026/02/27/block-jack-dorsey-ceo-xyz-stock-square-4000-ai-layoffs/ Pew Research — AI experts vs. public perception: https://www.pewresearch.org/internet/2025/04/03/how-the-us-public-and-ai-experts-view-artificial-intelligence/ Meta Muse Spark announcement: https://ai.meta.com/blog/introducing-muse-spark-msl/ DeepSeek V3: https://github.com/deepseek-ai/DeepSeek-V3 Bubble Pal AI toy (Shenzhen): https://www.prnewswire.com/news-releases/hugging-every-fun-thought-haivivi-unveils-the-worlds-first-aigc-toy-bubblepal-302209714.html Cursor (Composer): https://cursor.sh/ NVIDIA Nemotron: https://developer.nvidia.com/nemotron Qwen (Alibaba): https://qwenlm.github.io/ Mistral AI: https://mistral.ai/

    1h 14m
  8. What's Left for Humans When AI Builds Everything?

    APR 8

    What's Left for Humans When AI Builds Everything?

    This week on TWiAI, Jason sits down with three founders at the center of the AI stack: Kanjun Qiu (CEO of Imbue), Carina Hong (CEO of Axiom), and Jonathan Siddharth (CEO of Turing). They break down Anthropic's explosive $30B run rate, why it just overtook OpenAI in revenue, Meta's bizarre internal token-burning leaderboard, and what happens when every person on Earth has 100 AI agents running for them. Anthropic's Revenue Explosion: Anthropic hit a $30B run rate, up from $9B just six months ago, and appears to have overtaken OpenAI in token sales. The panel breaks down where the money is coming from and why Meta might be the biggest customer.Meta's Token-Burning Leaderboard: Reports surfaced of an internal Meta contest rewarding teams for burning the most tokens, with employees building bots that loop just to rack up usage. Is it brilliant adoption strategy or pure waste?Open Source Agents vs. Lock-In: Kanjun argues that handing your entire business, memories, and workflows to closed AI platforms is a recipe for lock-in. She's building open agent infrastructure so users can swap models freely and own their data.OpenAI's Identity Crisis: The panel dissects OpenAI's dropped Disney deal, its $100B+ raise, internal CFO tensions, and whether the company is doing too many side quests while Anthropic eats its lunch.The Commodification of Developers: A year ago, the debate was whether AI makes developers 5% or 15% more efficient. Now the question is whether everyone is a developer, and what that means for the industry.Why Open Source Must Win: From Apple Silicon to local models, the case for owning your AI stack and why Jason is going all-in on open source hardware and software. Learn more about Imbue: https://imbue.com Learn more about Axiom: https://axiommath.ai Learn more about Turing: https://www.turing.com This Week In AI is made possible by: PayPalOpen - One Platform for all Business: https://paypalopen.com/ Timestamps: 00:00 Cold open 01:03 Welcome and intro to this week's panel 01:31 Kanjun Qiu on open source agents and Imbue 05:10 Carina Hong on building an AI mathematician at Axiom 06:30 Formal verification and why superintelligence needs proof 09:52 Jonathan Siddharth on Turing's superintelligence accelerator 15:53 Anthropic's $30B run rate and overtaking OpenAI 22:27 OpenAI's strategy, Disney deal, and $100B raise 28:27 Meta's internal token-burning leaderboard 44:08 The commodification of developers 50:31 God mode for code: formal verification in practice 58:27 Superintelligence in 36 months: what happens next 01:08:41 Apple, Siri, and why Big Tech is failing at AI products Subscribe to This Week in AI on Apple: https://thisweekinai.ai/spotify Subscribe to This Week in AI on Spotify: https://thisweekinai.ai/apple Thanks for watching! 🤖 If you want to stay ahead of the curve on all things AI, make sure to join our community across all platforms: 📩 Get the Weekly Newsletter: https://thisweekinai.ai/ 📺 Subscribe on YouTube: https://www.youtube.com/channel/UCZo46NiqoWMnuJo1SxCnX0g 📸 Instagram: https://www.instagram.com/thisweekinaipodcast 📱 TikTok: https://www.tiktok.com/@thisweekinaipodcast ✖️X: https://x.com/ThisWeeknAI Follow Jason: https://x.com/jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis/ Follow Oliver: https://x.com/oliverkorzen Check out all our partner offers: https://partners.launch.co/

    1h 27m
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About

An experts-only AI podcast: Think the 'All In' podcast for AI. Jason + 3 CEO-level experts breaking down the news & trends.

Information

  • Creator
    Jason Calacanis
  • Years Active
    2K
  • Episodes
    17
  • Rating
    Explicit
  • Copyright
    © Jason Calacanis
  • Show Website
    This Week in AI

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