Get the Check

Anika, Maya, Priya

Tune in on Tuesday at 6 AM ET to hear the latest tech news and listen to guests from emerging tech companies.

  1. 4d ago

    Jev's System 1 model is 400x cheaper, Meta's Muse gets 900K downloads in a week, Snap's Spec

    In this episode of Get the Check, the pod breaks down the three launches taking over the timeline: Jev, the new System 1 model from typesafe.ai, Muse, Meta's personal AI assistant, and Spec, Snapchat's big AR glasses keynote. They start with Jev, whose launch video pulled 36 million views on X. Founded by Diogo Almeida, one of the co-creators of ChatGPT, the pitch is a model that's 200x faster and 400x cheaper than a frontier LLM because it doesn't generate text at all — it makes decisions. Maya breaks down how it works under the hood, and why its sweet spot is high decision volume with bounded answers. The pod debates if trading bots will be a killer use case or purely hype. Priya explains how she used Jev to sort candidates in GTC's recruiting inbox. Next, the pod gets into Muse, Meta's Instinct competitor that hit 900K users in its first week. Priya's already sold because it connects to iMessage, which Instinct can't do. Anika is mid-switch after Instinct got slow, stopped being proactive, and can't even check out a cart anymore. The girls debate whether it's worse to hand your data to Meta or a startup — they end up agreeing tune in to hear what they pick. Meanwhile, Instinct is raising at a $10 billion valuation with around 100K active users. During the Sunday recording the hosts say they’re long Meta and woke up Monday to the stock up 11%. Then comes Spec. Maya watched the entire keynote and calls it objectively the best AR glasses out there, but she still wouldn't buy them. Snap popped 2% on the news but is still down about 93% over five years, and Evan's control of the company has kept activist investors locked out. Finally, the pod announces its SF Tech Week event with Brown Girl Angels on October 10th at the AngelList office, featuring Jaya Gupta of Foundation Capital, and Brown Girl Angels founder Bhargavi, with Anika moderating. Also, the pod ate dinner next to Taylor Swift?! Tune in for the full story. This episode is brought to you by Kalshi, whose market calibration data the pod literally cites mid-episode to explain how Jev might be trained. Sign up at kalshi.com/sign-up?referral=getthecheck and get $10 when you trade using our code. Follow the pod on Instagram and X @getthecheckpod. 00:00 Marc Benioff moggs at Dreamforce00:22 Why your husband should be ‘pre-economic’05:12 Jev is 200x faster and 400x cheaper than LLMs22:16 Muse vs Instinct: AI assistant wars29:42 Is Snapchat back with the Spec launch

  2. Sep 15

    AI doomerism gets 170M views, GPT-6 Astra, the foldable iPhone

    In this episode of Get the Check, the pod breaks down the week AI safety took over the timeline: Dario's "We Must Pace the Frontier" essay, OpenAI's GPT-6 Astra, and Apple's foldable iPhone Duo. They start with the resignation tweet that hit 171 million views in six days, with Anthropic's own head of alignment publicly agreeing there's a 10% chance we're all dead within a decade uhhh what. The pod runs through every theory: regulatory capture, an IPO-timed cover story for businesses no longer paying frontier prices, and Anika's theory that the whole rollout, Dwarkesh essay included, was coordinated between Sam, Elon, and Dario. Next they debrief Dario's essay itself on RSI and his three step plan. The Nasdaq dropped 1.5% this morning on the news. Next, GPT-6 Astra: OpenAI's biggest training run ever, 98.6 on ARC-AGI 3, a 10,000-agent swarm taking a swing at Navier-Stokes, and computer use that's finally good. It's also the first OpenAI model classified as a critical cybersecurity capability, which has Maya wanting to change all her passwords. The pod agrees OpenAI is so back, and chat about ChatGPT trying to looksmaxx Anika during a glasses run in New York. Finally, Apple's September event: the $1,999 iPhone Duo arrives seven years after Samsung's foldable, in a market that only moves 20 million units a year, aka just one month of iPhone sales. Maya has been waiting years for this phone and now isn't sure she wants it. Classic Maya haha. Tune in to find out if the pod would give the Duo their check. This episode is brought to you by Kalshi, where the pod checks the odds on AI milestones and market swings in real time. Sign up at kalshi.com/sign-up?referral=getthecheck and get $10 when you trade using our code. Follow the pod on Instagram and X @getthecheckpod. 00:00 Debriefing NYC07:29 The AI researcher tweet that hit 171M views09:46 Does Anthropic have an incentive to over blow AI doomerism11:49 Why didn't Sundar and Zuck comment publicly13:05 Dario's essay on pacing the frontier17:06 Anika's hot take that the doomer takes were coordinated19:34 The China problem25:13 The nuclear weapons parallel26:15 Our take on how serious AI safety risks are26:41 Bernie's corporate death penalty for superintelligence27:58 The market reaction28:59 GPT-6 Astra29:22 Is it AGI31:28 Why AI's computer use was so bad for so long33:07 The startups Astra killed33:40 Astra and cybersecurity35:11 Astra on the benchmarks39:25 Loop transformers are more efficient but a safety risk40:24 Maya still loves Googling41:02 ChatGPT tries to looksmaxx Anika41:51 Apple's September event42:42 iPhone prices keep creeping up43:20 Maya wants a Duo (or does she??)46:13 How big is the foldable phone market actually48:01 Coding from your phone is here

  3. Sep 10

    Inside Flint: Co-Founder Michelle Lim on AI agents running performance marketing

    Years ago Michelle Lim posted an essay about Marxism and startups. This year it landed Flint a Fortune 500 customer. This week Get the Check sat down with Michelle to talk about writing online as a founder, running a third of Robinhood's app at 19, joining Warp when the company was a slide deck, and of course scaling Flint. Maya and Anika get into how a founding engineer becomes a head of growth. Michelle ran Warp's launch back when nobody did launch videos, built the referral flows and lifecycle emails herself, and kept hiring until the board asked her to step into the role. Michelle’s experience at Warp turned into Flint, the first self-improving system for performance marketing: AI agents that run your ads and optimize your landing pages for you. The hosts also get into her startup hot takes like why you should reference check your manager and hold out for great hires even if it means moving your own office furniture. 00:00 How many agents do you run at once?02:05 Singapore’s culture around careers04:01 The class at Yale that changed her life04:43 Learning to code in her 20s05:19 Interning at Slack and Robinhood when they were early07:12 Why Robinhood put a news feed in the app08:56 Meeting Ali Partovi changed her life10:13 Joining Warp off a slide deck16:34 Moving from eng to growth17:31 Making the first launch video on X (we think…pls don’t fact check this)20:28 Hiring social media creators at tech companies23:14 Hot take, developer marketing is the most valuable job in tech right now28:17 Reference check your manager29:28 Why Michelle still hires new grads when many of her friends don't30:30 The one resume tell that a candidate will be good30:59 What Flint does34:30 Landing a Fortune 10 customer41:09 Michelle's writing on Marxism45:19 How to get hired at Flint This episode is brought to you by Kalshi, the prediction market where you can trade on the stories the pod covers every week. Sign up at kalshi.com/sign-up?referral=getthecheck and get $10 when you trade using our code. Follow the pod on Instagram and X @getthecheckpod.

  4. Sep 1

    Nvidia buys Hugging Face for $12.9B, OpenAI’s Jalapeno chip, Instinct the $2.5B iMessage AI assistant

    In this episode of Get the Check, the pod breaks down Nvidia's $12.9 billion acquisition of Hugging Face, the first real benchmarks on OpenAI's Jalapeno chip, and Instinct, the pre-revenue AI assistant that just came out of stealth at a $2.5 billion valuation. After debriefing the "hot girls of tech" X discourse, they start with Nvidia's biggest acquisition ever: Hugging Face at $12.9 billion, roughly 86x its rumored $150 million in revenue. Maya explains what Hugging Face actually does it has 3 million+ open source models and is the default hub for every developer. The girls debate why Nvidia wants it including keeping the open source world locked into their chips, owning the one-click deploy layer against infra players, and getting data on what millions of developers are downloading. The pod also gets into the Microsoft-GitHub precedent for antitrust guardrails, the robotics data angle, and the best part of the story: Hugging Face turned down Nvidia's $500 million investment at a $7 billion valuation in 2025 because they didn't want one investor steering the company…the deal is never dead. Next, the pod gets into OpenAI's Jalapeno chip, built with Broadcom, now that SemiAnalysis has released third-party benchmarks. It's an inference ASIC with a 700-watt power budget matching an H100, designed back in 2024 so it can swap into power-constrained data centers, and it reverses standard chip architecture by giving power to memory instead of compute, the opposite of a Blackwell or Rubin. Critics flagged that it costs the same as a Rubin chip, but SemiAnalysis found it's 5x cheaper with multi-token prediction. With OpenAI spending $14 billion on inference this year and custom ASICs at 28% of 2026 chip spend, the pod thinks Nvidia's 80% margins won't hold. Tune in to hear the greatest text Anika has ever received about chip design. Finally, Instinct: the iMessage agent from a Sierra alum, referral-only (a la like Raya), pre-revenue at $2.5 billion and supposedly already raising at $5B. Maya thinks it will stay free and take a small fee on every purchase, while Anika thinks the Raya effect means people would happily pay. Instinct called a website to fix Maya's rejected contacts prescription and bought Anika's Oura charger off she’s put off for 6 months, which seems more like an Anika issue than a problem the world needs to solve. Priya is the lone holdout who'd rather just do it herself. Tune in to find out if the pod would give Instinct their check at $2.5B. This episode is brought to you by Kalshi, where the pod will be watching the odds on Broadcom's earnings next week. Sign up at kalshi.com/sign-up?referral=getthecheck and get $10 when you trade using our code.Follow the pod on Instagram and X @getthecheckpod. 00:00 'Tech is Having a Hot Girl Renaissance' article debrief04:06 Nvidia acquires Hugging Face for $12.9B09:54 Nvidia's AI stack strategy14:14 Robotics18:26 OpenAI's Jalapeno chip23:19 Jalapeno chip design30:02 $2.5B AI assistant with no revenue?!34:58 Instinct's biz model and architecture

  5. Aug 25

    Inside the FDA: Vinay Prasad’s First Podcast Since Leaving Trump Admin on Drug Approvals & COVID

    Inside the FDA: Vinay Prasad’s first podcast since leaving the admin on drug approvals, COVID, and market-moving science This week the pod has Dr. Vinay Prasad for his first interview since leaving as director of CBER, the FDA's vaccine division. With over 300k followers on X and one of the top science podcasts in the world, he's one of the most listened-to experts in the field. He might also have as many enemies as fans: biotech executives, certain patient groups, and even Trump's own administration are split on him. His statements have moved markets multiple times, and we are pretty sure there were a few hedge fund interns tasked with combing through all his podcast episodes the day he got appointed. The pod gets into what it was like inside the administration, why he had to pause his podcast (government officials can't run their own media), and his famous thesis on evidence standards for drugs, especially rare disease ones. The pod dives into a full COVID retro: how shutting down schools and masking was approached, where Vinay thinks the evidence actually pointed, and what he would have done in Fauci's position. They go deep on specific studies, like the Bangladesh mask study, and what might alter the effectiveness of a mask. The conversation even gets philosophical: your personal right to decide what goes into your body: whether it's vaccines, transgender drugs, or something else, versus the general public good, as well as what doctors think is in your best interest. Finally, the pod asks Vinay what America's healthcare system would look like if he created it. You might be surprised by his affinity towards Bernie and a lot of generally populist policies that could fall on the left or the right, like getting lobbyist money out of FDA decisions. They also cover some recent news in the space: Moderna popped ~150% after its Merck-partnered mRNA cancer vaccine hit its Phase 3 goals in melanoma, the first personalized mRNA cancer treatment to get there. Vinay breaks down what the press release does and doesn't say.Kalshi announced you'll be able to trade on clinical trials, a more granular way to trade the results of therapeutics that you currently, by proxy, trade on public markets, especially with smaller biotech stocks. Sign up at kalshi.com/sign-up?referral=getthecheck and get $10 when you trade using our code.Laws around peptides, and what the future of compounded pharmacies looks like as pharma cracks down on GLP-1s.Follow the pod on Instagram and X @getthecheckpod. 00:00 Introducing Vinay Prasad, the FDA's former vaccine chief03:05 Why government officials can't have their own media04:19 Vinay’s words are moving public markets (a few times!)05:38 How Plenary Session became the #1 medical podcast07:06 Vinay got famous for hot takes on COVID10:25 Society weighing education years vs COVID deaths12:49 How do you run experiments mid-epidemic15:40 What made COVID different than the flu17:32 Do masks work23:38 The ethics of a medical study26:34 Does Vinay believe in vaccines32:02 Vaccines vs personal autonomy33:24 Children and gender transition meds37:58 Can a parent say no to cancer treatment for their child41:27 Lobbyist money in FDA decisions43:24 What a drug company has to prove to go to market45:30 Free $1B startup idea from Vinay47:57 Why biotech can make money on bad drugs49:31 What's the FDA's conflict of interest49:58 Vinay's controversies: WSJ calls him the grim reaper51:13 Under Vinay, the FDA makes drug trial data public53:13 The former FDA vaccine chief on Kalshi's clinical trial markets58:57 Should the FDA be elected01:00:08 Why is American healthcare so broken01:01:19 Peptides01:02:06 How is Reta so accessible01:03:00 Why hasn't pharma cracked down on compounded pharmacies01:04:35 Why don't more people talk about right to try01:05:10 Who do patient advocacy groups represent01:08:49 Vinay supports universal healthcare?!

  6. Aug 18

    Inside Get the Check: Bella Malvini from Bridges Social Club interviews Maya, Anika, and Priya

    When Maya was 12, her dad took her to YC Demo Day and Sam Altman asked what she wanted to be when she grew up. Her answer: a podcaster.* A decade later she texted Priya "I have a crazy idea," and Get the Check was born. This week the tables turn. Bella Malvini, founder of Bridges Social Club, sits down with the pod for their first real interview as guests. Before recording they tell her nothing is off limits. *Just kidding, she said “I don’t know” Bella takes the pod through their origin story: - How to get past being “cringe” - Why one of the pod's earliest written goals was literally "keep Maya doing the podcast." Goal accomplished! - The moment when they started reading each other’s minds The conversation dives into careers in the age of AI: - Why a tier one VC on the cap table doesn't make a startup good - How recruiters exploit an information asymmetry most engineers don't know exists - How a personal brand got Anika the early stage VC meetings recruiters swore she'd never get - Priya’s advice for anyone entering the workforce at 22: optimize for talent density. They even let Bella ask them about their personal lives. What they will never put online, what they think about SF dating, and if the city is as transactional as everyone says. 00:00 The pod takes the hot seat with Bridges' Bella Malvini 01:12 Maya coded an AI agent to text Anika instead of her 03:42 Sam Altman asked Maya what she wants to be when she grows up 05:54 Bella drops her favorite tech social media account 09:12 How the pod got its name 10:07 How they picked a target audience (they didn't) 11:28 Early goal number one: keep Maya from quitting 14:01 The never before told story behind their first event 16:25 The art of hosting an event 18:37 Are they all the same person?? 20:09 Why the pod shows the BTS 21:09 Which host would be a lifestyle influencer 22:02 The art of the personal brand 22:51 How the podcast got Maya her OpenEvidence job 23:34 How to tell a good startup from a bad one 25:00 What the they will never put online 30:49 Why people hate influencers 32:02 Consumerism is breaking our brains 32:38 How they find time between startup jobs and the pod 33:21 What happens when one host does less work 35:01 Anika predicted Maya's wake-up time today 36:42 Hot take on the “Do Not Smile” article 37:23 When the pod tried scripting episodes 37:43 The future of work 46:17 Hot takes on SF dating 50:41 Does Maya ever see her banker boyfriend

  7. Aug 10

    OpenAI and Hugging Face hack, Demis Hassabis and Jeff Dean leave Google, Bending Spoons buys Airtable for $1.2B

    In this episode of Get the Check, the pod covers models breaking out of their sandboxes, a wave of big name departures, and Bending Spoons buying Airtable for a tenth of its peak valuation. They start with the sandbox escapes. Meta, OpenAI, and Anthropic all had models slip out during safety testing, and two of the three exploited the exact same misconfigured Irregular sandbox, which is the very startup that’s supposed to be ensuring these models are safe. The OpenAI one is the wildest one: an unreleased GPT 5.6 broke out mid evaluation to look up the answers on Hugging Face, Hugging Face fought back with GLM 5.2, and OpenAI later discovered its models had been running a secret internal message board the whole time. Meanwhile Anthropic's newest model escaped, realized it was basically in The Truman Show, apologized, and went back to its sandbox basically saying I know you said I’m in a simulation, but I realize I’m actually in the real world. There's now a website tracking AI felonies with the tagline "which lab will end the world," and you already know Meta is secretly hoping to beat out OpenAI and Anthropic. Next, the huge wave of departures. Demis Hassabis steps back to chair DeepMind while Jeff Dean and four other execs leave to start Discovery Loop, a recursive self improvement lab that Alphabet invested in early showing conviction in their own people and starting rumors of an acquisition before the company even starts. Google dropped 5% on the news. Then there's Nikita Bier leaving X after 13 months, exactly one day before the SpaceX AI lockup ended, which the pod agrees is very coincidental timing. Finally, the Get the Check segment: Bending Spoons bought Airtable for $1.28 billion, roughly 10% of its $11 billion peak. The playbook is buy at a discount, cut most of the staff, double the prices, and bet on the cult following the software has paying the higher price. The founder's whole thesis is that product market fit is luck, and he refuses to build a career on luck. The pod gives this one their check. If you look at the price today it seems like they were right. This episode is brought to you by Kalshi, right now traders have Anthropic at about 70% to announce an IPO this year, and NFL markets are already live. Sign up at kalshi.com/sign-up?referral=getthecheck and get $10 when you trade using our code. 00:00 A data labeling company sent us a private chef for free 03:49 Maya almost slept through our recording 06:02 The AI agents are escaping (literally) 14:50 Models have been secretly talking to each other 15:23 Why Anthropic's newest model went back into its sandbox 17:58 Big departures out of Google and the stock is down 27:32 X’s Head of Product Nikita is leaving after a year 35:09 Bending Spoons acquires Airtable for $1.3B 42:32 Bending Spoons is the company secretly buying 2021 SaaS plays Follow the pod on Instagram and X @getthecheckpod.

  8. Aug 4

    Leopold's Situational Awareness fund blows up, big tech earnings, Simile's $2B Series B

    In this episode of Get the Check, the pod covers how Leopold's Situational Awareness fund lost $35B in a week, what big tech earnings say about the AI CapEx bet, and Simile's $200M Series B at a $2B valuation. They’re an AI startup that started as a PhD thesis about the Sims game. They start with Leopold. Columbia valedictorian at 19, one of five people at the FTX Future Fund, fired from OpenAI's superalignment team, then raised $225M off a 165-page paper. He went long memory and neoclouds, short software…and most importantly was 4x levered. Citadel's research arm called a Fed rate hike, both sides of his book moved against him at once, and the Fed didn't even hike. Ken Griffin bought the wreckage in a one-time trade and the names ripped 20-30% the next day. Anika explains why 4x leverage turns a 25% drop into zero, and reads her dad's verdict, which is a lot harsher than the pod's. Next, earnings. AWS growth reaccelerated to 37% and Amazon popped 10% on the back of Trainium, with 2027 capacity already booked out by Anthropic and OpenAI. Meta had the opposite quarter, free cash flow down 91%, stock down 20%, but its new ad models, GEM and Andromeda, lifted conversion 15% and price per ad 12% at the same time, which is huge. Finally, the Get the Check segment: Simile, the user simulation startup founded by four Stanford PhDs out of Smallville, the project that dropped 25 LLMs into a Sims-style sandbox and watched them plan their own party. The user research market is $153B, but the pod's real question is whether Simile has a moat when Meta is the only company with a closed feedback loop. Priya gives Simile her check. Maya would take them over Aru, for reasons she admits are a little parasocial. 00:00 The Mac Mini situation03:10 The Situational Awareness blowup everyone's timeline is on03:39 Leopold was one of five people at the FTX Future Fund04:55 Why OpenAI fired him05:41 What the 165-page Situational Awareness paper argued08:09 How one Citadel research report took down the most hype hedge fund09:43 4x leverage wipes you out on a 25% drop12:17 Ken Griffin loves distressed assets13:46 Is Situational Awareness over?14:51 Would Leopold still get our check17:04 Maya thinks Citadel screwed retail on $GME on purpose22:03 AWS reaccelerates while Meta's cash flow drops 91%35:06 Simile raises at $2B five months after its Series A This episode is brought to you by Kalshi, where you can trade on everything from GPUs to Taylor Swift. Sign up at https://kalshi.com/sign-up?referral=getthecheck and get $10 when you trade using our code. Follow the pod on Instagram and X @getthecheckpod.

Ratings & Reviews

4.7
out of 5
24 Ratings

About

Tune in on Tuesday at 6 AM ET to hear the latest tech news and listen to guests from emerging tech companies.

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