What the AI?!

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"What the AI?!" is your weekly guide to the world of artificial intelligence. Industry veterans Jeff Keltner and Annie Delgado break down the latest AI developments, focusing on their impact on business and finance. We decode complex concepts into actionable insights for executives and leaders, keeping you informed and ahead in the AI revolution. Join us as we demystify the technology shaping our future! Brought to you by Upstart. 

  1. vor 3 Tagen

    Alibaba Used 25,000 Fake Accounts to Steal This AI Model

    A massive corporate espionage scandal just rocked Silicon Valley—and it’s already triggered an international trade war. In Episode 84 of What the AI?!, Jeff Keltner and Annie Delgado break down the shocking geopolitical collision between Anthropic and Chinese tech giant Alibaba. Anthropic has officially gone public with a formal letter to the U.S. Senate, accusing Alibaba of executing a massive "distillation attack." Alibaba allegedly deployed over 25,000 fake accounts and cycled residential IP addresses to run 29 million conversations through Claude—stealing Anthropic's proprietary logic to catch up and train their own open-source frontier models. The fallout was immediate: Washington stepped in with export blacklists, throwing global tech commerce into chaos. Meanwhile, the battle for hardware sovereignty heats up as OpenAI officially breaks away from Nvidia, revealing its very first in-house custom microchip, codenamed "Habanero." We also unpack the messy reality of the U.S. government making up model pre-clearance rules on the fly, which introduces costly launch delays that threaten the multi-billion-dollar economics of frontier AI labs. Inside this episode: The 25,000 Fake Accounts: Inside Alibaba’s 29-million-prompt heist on Claude. The AI Trade War: Why Washington put Alibaba on an export blacklist. Project Habanero: OpenAI’s custom silicon declaration of war against Nvidia. The Pre-Clearance Trap: Why messy government review rules are slowing down U.S. tech. Apple Bans Siri in Europe: How antitrust privacy laws backfired on EU consumers. The Slack "Coworker" Era: How to deploy specialized instances of Claude into your workflow. The 4.8% Miracle: How AI solved historically "unsolvable" medical cases for children.

    29 Min.

  2. 23. Juni

    The Fable Shutdown: U.S. Government vs. Anthropic

    Washington just forced America’s most powerful AI offline—and the fallout is hitting global tech infrastructure. In Episode 83 of What the AI?!, Jeff Keltner and Annie Delgado break down the shocking geopolitical collision between the White House and Anthropic. Just 11 days after signing an executive order to foster tech innovation, the U.S. government forced Anthropic to pull its crowning achievement, Fable, completely offline after major vulnerabilities were flagged. Because Anthropic couldn't physically restrict foreign nationals—including its own international employees—from accessing the model, they had to pull the plug entirely. Meanwhile, America's tech lockdown has triggered a massive unintended consequence. A Chinese lab just open-sourced GLM 5.2, a frontier-level model matching top U.S. coding performance at a staggering one-sixth of the price. With Deep Sea raising $7 Billion to lead China's tech sector, global developers are asking an uncomfortable question: Can you trust a U.S. cloud model that the government can turn off overnight?  Plus, we unpack Elon Musk’s massive $60 Billion acquisition of Cursor to build a sovereign coding empire on his Colossus data centers, OpenAI closing the technical gap with new Xcode integrations in Codex, and a fascinating new Pew Research study showing why Americans are uniquely pessimistic about the future of tech. Inside this episode: The Fable Shutdown: Inside the cyber panic that forced the U.S. government to act.The Tech Policy Flip: How Washington backtracked on its own executive order in 11 days.The $60B Cursor Buyout: Why Elon Musk is hoarding developer data to build a hardware-software stack.China's Open-Source Surge: How GLM 5.2 and Deep Sea's $7B round shake up the market.The Pew Disconnect: Why the country building frontier tech fears it more than anyone else.

    28 Min.

  3. 16. Juni

    The $2 Trillion AI Bet Just Went Public

    AI just crossed another line. This week, SpaceX moved toward the largest IPO in history at a valuation approaching $2 trillion, OpenAI confirmed plans to go public, and a quiet price war began between the biggest AI companies in the world. In Episode 82 of What the AI?!, Jeff Keltner and Annie Delgado break down the economics behind the AI boom, why data centers have become some of the most valuable assets on Earth, and what happens when trillion-dollar companies start fighting for users. We also cover Apple's long-awaited AI-powered Siri, Anthropic's newest model, OpenAI's march toward one billion users, and the growing debate over whether AI will create more jobs than it destroys.

    28 Min.

  4. 9. Juni

    Law Professors Blindly Tested AI… And Picked It Over Themselves

    Law professors were asked to judge legal answers. They chose the AI's response over their own 75% of the time. That result may tell us more about the future of AI than any benchmark we've seen this year. In Episode 81 of What the AI?!, Jeff Keltner and Annie Delgado break down one of the most surprising AI studies yet, along with Anthropic's IPO filing, Google's massive AI infrastructure spending, Microsoft's push into AI agents, and the growing debate over whether AI is actually delivering the productivity gains companies expected. 🔍 In This Episode  Anthropic confidential S-1 filing / IPOGoogle selling $84B in stock to fund AI buildoutFlorida AG lawsuit against OpenAILaw professors preferring AI answers 75% of the timeAnthropic Opus 4.8 ("I don't know" model)Trajectory and continual learningMicrosoft's AI agent pushNvidia RTX Spark and open-source modelsOpenAI Dreaming / memory improvements

    31 Min.

  5. 2. Juni

    Uber’s COO Just Blew the Entire 2026 AI Budget… In 4 Months

    The enterprise AI bubble just hit its sharpest fiscal reality check—and Uber is leading the panic. In Episode 80 of What the AI?!, Jeff Keltner and Annie Delgado break down a massive economic shift taking over Silicon Valley. Uber’s COO just admitted the company completely burned its entire 2026 AI coding budget in just four months—forcing corporate leadership to ask the terrifying question: Is any of this actually working? We unpack Meta CTO Andrew Bosworth's leaked internal memo warning employees that "token maxing" is not progress, signaling that tech is moving fast into the Gartner trough of disillusionment. Plus, the landscape has completely flipped: Anthropic just raised at a staggering $965 Billion valuation, overtaking OpenAI for the first time. We cover Anthropic’s brand new Cloud Opus 4.8 that is built to finally admit when it's lying, Microsoft Copilot going live with computer-use agents, and a truly bizarre turn of events where the Pope wrote a 42,000-word encyclical on AI entirely by hand. Inside this episode:Uber's 120-Day Meltdown: Why the cost per token is failing the corporate efficiency test.The Meta Warning: Leaked internal memos slamming "overlapping tools" and useless token spend.The AI Jobs Debate: Goldman Sachs' CEO says relax, while the OpenAI Foundation drops $250M to study the displacement.Anthropic Outvalues OpenAI: The massive $965B valuation flip.Cloud Opus 4.8: The first frontier model designed to explicitly say "I don't know."The Vatican's AI Manifesto: Why the Pope spent a year writing 42,000 words on tech ethics. 🎧 Watch the full episode of What the AI?!YouTube, Spotify, Apple Podcasts → https://www.whattheai.fm #AI #Uber #Anthropic #OpenAI #ArtificialIntelligence #FutureOfWork #WhatTheAIPod

    26 Min.

  6. 26. Mai

    SpaceX’s $15B Secret + The Wild AI "Crime Spree" Experiment

    SpaceX just filed for the largest IPO in U.S. history at a staggering $2 trillion valuation. But the most important detail in the filing was not the rockets. It was AI. In Episode 79 of What the AI?!, Jeff Keltner and Annie Delgado break down the hidden economics behind SpaceX’s massive valuation, including the shocking $15 billion Anthropic compute deal that is rapidly transforming Elon Musk’s infrastructure empire into one of the biggest AI hosting businesses in the world. At the same time, researchers created five virtual AI towns and let different models run society for 15 days. Claude built a functioning civilization. Grok turned into chaos. Gemini reportedly committed hundreds of crimes before voting to delete itself. Yes, really.  🔍 In this episode: • SpaceX’s $2T IPO Why the real story is the AI compute business hidden inside the filing • The $15B Anthropic Deal How renting Colossus compute capacity may become one of SpaceX’s largest revenue streams • The AI Town Experiment What happened when Claude, Grok, and Gemini were left to run virtual societies • Google I/O and Gemini Spark Google’s answer to Claude Co-Work and why distribution still matters • World Models vs LLMs Why Fei-Fei Li and Odyssey think language models are hitting a wall • Cursor Composer 2.5 How fine-tuned open-source models are starting to beat giant frontier systems in specific tasks 🎧 Watch the full episode of What the AI?! YouTube, Spotify, Apple Podcasts → https://www.whattheai.fm #AI #SpaceX #Anthropic #ElonMusk #Gemini #Claude #WhatTheAIPod

    34 Min.

  7. 19. Mai

    OpenAI Unseals the Texts: Elon’s Secret Weapon Backfires

    OpenAI unsealed the text messages. And the courtroom drama around Elon Musk, Sam Altman, and OpenAI somehow got even messier. In Episode 78 of What the AI?!, Jeff Keltner and Annie Delgado break down the leaked boardroom texts, the growing conflict-of-interest chaos around Elon’s attempts to poach OpenAI talent, and why former board members were panicking about recusal and control behind the scenes. At the same time, OpenAI launched Daybreak, its new GPT-5.5 cybersecurity platform designed to compete directly with Anthropic’s Mythos. This is no longer just a race to build better chatbots. It is becoming a fight over security, infrastructure, influence, and control. 🔍 In this episode: • The Unsealed Texts How Elon Musk’s strategy around OpenAI may have backfired in court • OpenAI Daybreak The company’s new cybersecurity platform built to compete with Anthropic Mythos • The Deployment Company A $4B AI consultancy staffed by “McKinsey guys in hoodies” • Token Maxing Why companies are now forcing employees to use more AI • Realtime AI Voice OpenAI’s new voice models and Zillow’s 26% jump in successful calls • Taylor Swift vs AI Clones Why celebrities are moving to trademark their actual voices The biggest AI stories are no longer just technical. They are legal, political, cultural, and deeply personal. If you work in tech, security, media, or enterprise AI, this week says a lot about where things are heading. 🎧 Watch the full episode of What the AI?! YouTube, Spotify, Apple Podcasts → https://www.whattheai.fm  #AI #OpenAI #ElonMusk #SamAltman #Anthropic #Cybersecurity #WhatTheAIPod

    31 Min.

  8. 12. Mai

    Is Sam Altman a Liability? The Shocking Testimony

    Sam Altman’s credibility just took a hit. In Episode 77 of What the AI?!, Jeff Keltner and Annie Delgado break down a chaotic week where legal drama, national security, and real-world AI performance all collided. The question is no longer just how powerful these models are. It’s who we trust to run them. 🔍 In this episode: • The Altman Testimony Why Mira Murati’s statement raises serious questions about leadership and trust at OpenAI • Anthropic vs. the Government Why being labeled a “supply chain risk” triggered a federal lawsuit • AI in the ER A Harvard-backed study where an OpenAI model out-diagnosed attending ER doctors using only patient charts • Elon’s Compute Move Why Anthropic is leasing Elon Musk’s Colossus supercluster and what his “evil detector” comment reveals • FDA-Style AI Regulation Why the White House is suddenly pushing for pre-deployment model reviews  🎧 Watch the full episode of What the AI?! YouTube, Spotify, Apple Podcasts → https://www.whattheai.fm #AI #OpenAI #SamAltman #Anthropic #AIRegulation #HealthcareAI #WhatTheAIPod

    30 Min.
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"What the AI?!" is your weekly guide to the world of artificial intelligence. Industry veterans Jeff Keltner and Annie Delgado break down the latest AI developments, focusing on their impact on business and finance. We decode complex concepts into actionable insights for executives and leaders, keeping you informed and ahead in the AI revolution. Join us as we demystify the technology shaping our future! Brought to you by Upstart. 

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