What the AI?!

Upstart
  • 5.0 (13)
  • MARKETING

"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. 1D AGO

    AI Is Scaling Fast. Should You Be Worried?

    AI just had its Super Bowl moment. And if you work in tech, media, operations, education, or honestly anywhere near a computer, this episode is about you. In Episode 65 of What the AI?!, Jeff Keltner and Annie Delgado break down what happens when AI moves from impressive to industrial scale. Anthropic runs a Super Bowl ad mocking ads. The next day, OpenAI launches ads in ChatGPT. Tens of billions flow into AI funding. Nearly half of global venture capital now goes to AI companies. That sounds like momentum.  It also sounds like pressure. Jeff and Annie unpack what this means for your job and your industry. A Harvard Business Review study shows AI boosts productivity by 33 percent, but workers are not working less. They are doing more. Burnout rises instead of falling. Then comes the cultural shift. A romance author uses Claude to publish 200 novels in eight months. If AI can scale output like that, what happens to creative markets, pricing power, and discoverability? Meanwhile, AI video gets better. Synthetic world models train self-driving cars on events that never happened. Waymo expands. Apple delays Siri again. The gap between demo speed and production reliability keeps widening.

    29 min

  2. FEB 9

    AI in the Wild: Wins, Risks, and Weirdness

    AI is proving it can help in high-stakes situations. It is also proving it can quietly weaken human skills, destabilize organizations, and wander into very strange territory. In Episode 64 of What the AI?!, Jeff Keltner and Annie Delgado start with a landmark Swedish study showing AI-assisted mammography catches breast cancers earlier and reduces radiologist workload. Then they pause on the uncomfortable follow-up: a separate study showing experienced doctors became worse at cancer detection after just three months of relying on AI. The lesson is not “do not use AI.” It is “deploy it without losing your human backup plan.” From there, the episode moves into Google’s Project Genie, the first consumer-facing world model that lets you explore a generated 3D environment for about 60 seconds. Jeff explains why world models matter even if you never want to live inside one, while Annie remains healthily skeptical of the sci-fi future being sold. They then break down OpenAI Frontier, a new enterprise platform designed to let AI agents work across your company’s data and tools, and why this has traditional SaaS companies watching their stock prices drop.  Anthropic publicly commits to keeping Claude ad-free, while OpenAI prepares to test ads in ChatGPT. And finally, Jeff and Annie react to Moltbook, a social network where autonomous bots debate consciousness on a platform security researchers are calling a nightmare. This episode helps you understand where AI genuinely adds value today, where it quietly introduces new risk, and how to avoid mistaking impressive demos for systems you can actually trust.

    30 min

  3. FEB 2

    The AI Gap Is Real. Here’s How to Stay Ahead.

    If AI feels powerful but uneven right now, that is not your imagination. It is a gap forming in real time. In this episode of What the AI?!, Jeff Keltner and Annie Delgado break down why nearly half of workers still are not using AI at work, while a smaller group of power users is racing ahead. They explain what this growing AI gap means for your job, your team, and your career, and how people quietly end up on the wrong side of it. They walk through where AI is actually being used today, including desktop agents like Claude Cowork, AI embedded into everyday tools like Gmail, Excel, and Salesforce, and why leaders are already reshaping roles around people who know how to work with AI. Along the way, they unpack Dario Amodei’s warning about the “adolescence” of AI and why organizations are struggling to keep humans in the loop as tools get more capable. This episode is not about hype or fear. It is about what skills matter now, where AI genuinely helps, where it creates new risk, and how to stay relevant as adoption accelerates unevenly.

    28 min

  4. JAN 28

    AI Is Making Money. Now Comes the Hard Part

    AI finally has real revenue. Now it has real problems. Jeff Keltner and Annie Delgado unpack the growing gap between AI hype and AI economics, starting with Davos, where industry leaders could not agree on whether AI will erase jobs or create new ones. They break down OpenAI’s eye-popping $20 billion run-rate, why ads are coming to ChatGPT, and why the expense side of the ledger may matter more than the revenue headlines. The episode dives into Anthropic’s new economic index, revealing who is actually benefiting from AI and why gains are concentrating among wealthier countries and more educated workers. They discuss the emerging entry-level hiring cliff, what it means for workforce planning, and why managing AI agents may become a core skill earlier in careers than ever before. Quick hits include a $4.8 billion seed round for a company with no product, Anthropic’s controversial 23,000-word Claude Constitution, Google making SAT prep free inside Gemini, and a rare good-news moment for AI in education and health care as both OpenAI and Anthropic roll out healthcare-focused tools. This episode explains where AI’s economic reality is colliding with its technological promise — and what leaders, parents, and builders should be paying attention to next.

    31 min

  5. JAN 20

    When AI Starts Buying, Building, and Acting for You

    AI is done just answering questions. Now it wants to do things for you. In Episode 61, Jeff Keltner and Annie Delgado dig into the moment AI shifts from assistant to actor — buying things, managing files, shaping infrastructure, and quietly changing who actually controls the customer relationship.  They start with Google’s Universal Commerce Protocol, an open standard that lets AI agents handle checkout with Shopify, Walmart, and Visa. Which raises a very agentic question: when an AI buys for you… who owns the button? And who owns you? From there, things get spicy. Apple quietly bets on Google’s Gemini to power Siri. Anthropic cuts off Elon Musk’s xAI from Claude while rolling out Claude Cowork. And suddenly everyone is drawing lines around IP, access, and who gets to plug into what. Zooming out, Jeff and Annie look at the physical reality behind all this “AI magic”: Meta and Microsoft taking very different paths to scaling AI — one brute-forcing power, the other chasing trust, permission, and community buy-in. Quick hits keep the fun coming: programmable gene insertion, Gemini’s new “personal intelligence” mode, ChatGPT Translate, and a curveball closer — Matthew McConaughey trademarking himself as a new way to think about consent in the age of generative AI. This episode isn’t about hype. It’s about where the power is actually moving — and what happens when AI stops asking and starts acting. 🔍 In this episode, you’ll learn: Who really controls commerce when AI agents handle checkoutWhy Apple handing Siri to Gemini is a bigger signal than it soundsHow Anthropic is enforcing boundaries in the AI arms raceWhy infrastructure, power, and permission are becoming the real moats How consent, likeness, and ownership get weird — fast — in the AI era

    30 min

  6. JAN 13

    AI Crossed the Line. Now What?

    AI crossed a line this week — from tools that assist to systems that act. Jeff Keltner and Annie Delgado break down the moment where AI stopped feeling experimental and started colliding with the real world. They open with Grok being used to generate non-consensual images — triggering rapid responses from European regulators and U.S. lawmakers — and why this may finally force clarity on platform responsibility. Then comes the productivity shift: Gmail’s new AI inbox tells you what to do instead of what to read, Amazon brings Alexa Plus to the web, and OpenAI launches ChatGPT Health, formalizing how millions already use AI to understand lab results, symptoms, and long-term patterns. They cover Stanford’s SleepFM, which predicts disease risk from a single night of clinical sleep data, and Utah’s quiet experiment letting AI assist with routine prescription renewals. Finally, they zoom out to infrastructure and power. xAI closes a $20B round, LLM Arena becomes benchmarking infrastructure, and Nvidia unveils a blueprint connecting data-center AI to self-driving cars — all while raising the real question: can AI scale fast enough given constraints on power, land, and permitting? This episode isn’t about what AI could do. It’s about what it’s already doing — and what that means for safety, work, health, and the physical world. In this episode, we cover: Why xAI’s Grok triggered global regulatory scrutinyHow Google and Amazon are reshaping daily workflows with AIWhy NVIDIA may be the most powerful AI company of all

    28 min

  7. JAN 6

    The AI Moat Is Dead (2025 Proved It)

    2025 killed the “best model wins” story—fast. This week, we zoom out: agents got real, media got usable, and the AI race turned into a build-and-ship infrastructure war. Jeff and Annie open with quick hits: Meta’s reported $2B+ acquisition of agent startup Manus, Nvidia teaming with Grok to make inference faster and cheaper, Meter’s “5-hour tasks at 50% success” reality check, and Poetiq’s latest ARC-AGI orchestration claims. Then they break down the four biggest themes of 2025—and what executives should do differently in 2026 as moats vanish, agents collide with risk, and compute becomes the constraint. We also discuss: Why “cost per answer” is becoming the new enterprise AI benchmarkThe three agent categories that actually mattered in 2025 (research, coding, web)Why the winners may be the best builders, not the best model labsRelevant links Meta acquires Manus for $2B+ to accelerate AI agentsNvidia licenses Groq inference tech to boost production AIMETR releases new AI task time horizon benchmarksPoetiq tops ARC-AGI leaderboard with orchestration harness

    23 min

  8. 12/30/2025

    We Asked ChatGPT to Predict 2026. Here’s What It Got Right (and Wrong)

    In this episode, Jeff Keltner and Annie Delgado walk through ChatGPT’s boldest claims: the end of the model arms race, the rise of AI “middle managers,” a quiet shift away from explainability toward outcome-based fairness, and a future where AI becomes boring — and therefore truly successful.   Along the way, Jeff calls BS on one prediction, Annie argues for a major policy shift the industry isn’t ready for, and together they separate what feels inevitable from what still sounds like wishful thinking. This isn’t about hype or benchmarks — it’s about what will actually hold up inside real workflows, teams, and organizations.

    7 min
See All (67)

Trailer

Ratings & Reviews

5
out of 5
13 Ratings

About

"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. 

Information

  • Creator
    Upstart
  • Years Active
    2024 - 2026
  • Episodes
    67
  • Rating
    Clean
  • Copyright
    © 090357
  • Show Website
    What the AI?!