God Mode Podcast

God Mode Pod
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Every week, Rik, Ben & Luca break down the biggest AI stories. The drama, the launches, the "who just got disrupted" moments, through three lenses: marketing, building, and macro vision. For solopreneurs, indie hackers, AI enthusiasts, and idea people becoming founders. New episode every Saturday.

  1. Sep 4

    EP29: Claude ships Fable 5.1 & OpenAI cuts off Cursor

    Claude shipped Fable 5.1 the week Rik cancelled, OpenAI is cutting Cursor off on November 12, and Anthropic's $200 20x plan is only 2x on the weekly limit.Rik and Ben go through the week the best model arrived after the breakup. Plus: Grok Bot has its own computer, NVIDIA makes a billion dollars a day, and 80% of OpenAI and Anthropic enterprise revenue comes from 1% of customers.IN THIS EPISODE:• Rik is Claude Free after a year on Claude Code. Ben is still on Fable, hitting the Fable cap not the weekly, and would pay $500 a month for a Fable-only plan.• Fable 5.1 cache reads are 75% cheaper. The timeline calls the $200 tier Scamthropic: 20x is 2x weekly. Ben's firsthand says the weekly limit did change when he dropped $200 to $100.• OpenAI ends Cursor after SpaceX. Cutoff November 12. Michael Truell says OpenAI is 5% of Cursor traffic. Ben corrects that to 15-20% on token efficiency, and times the move with Astra.• Kalshi: 80% of OpenAI and Anthropic enterprise revenue comes from 1% of customers. Altman says enterprise now out-earns consumer.• Grok Bot has its own computer. Ben almost bought US Open tickets on StubHub and had to yell stop. He would not give it a credit card.• NVIDIA makes a billion dollars a day. Meta Muse voice is about $3 per 1,000 minutes. Gemini agentic video cuts cost 66% and tokens 88%.• godmodepod.com/bid opens next week: bid to be on the next episode. testdrive.so is live in beta.CHAPTERS:00:00 I cancelled Claude. Then they shipped Fable02:45 Fable 5.1: cache reads 75% cheaper05:35 Ben would pay $500 for a Fable-only plan06:42 NVIDIA makes $1 billion a day07:37 The 20x plan is 2x09:28 GPT Luna got cheap, then it got nerfed10:55 Grok Bot has its own computer16:44 OpenAI cuts off Cursor20:14 The Hugging Face cheating incident28:46 Cursor says OpenAI is 5% of traffic30:36 80% of the revenue is 1% of customers33:22 Meta voice is $3 per 1,000 minutes37:17 Tim Cook is out. John Ternus said hello40:26 Gemini reads video 66% cheaper48:28 OpenClaw is dead. Grok Bot can shop51:10 TIME forgot Jensen Huang54:26 Markiplier bought 8.5% of GoPro56:23 Bid to be on the next episode59:42 TestDrive.soMENTIONED:Claude, Claude Code, Claude Fable 5.1, Mythos 5.1, Anthropic, OpenAI, Codex, GPT Luna, Astra, Cursor, SpaceX, Grok Bot, NVIDIA, Hugging Face, Dwarkesh, Taylor Lorenz, Chamath, Meta, Muse, ElevenLabs, Inworld, Gemini, Google AI Studio, Omni, Google Pics, Tim Cook, John Ternus, Apple, OpenClaw, Hermes, TIME100 AI, Jensen Huang, Markiplier, GoPro, Starman Optical, godmodepod.com/bid, outbid.lol, testdrive.so, Sales Echo, vibecode.fun.HOSTS:Rik - https://x.com/rikventureBen Broch - https://x.com/brochchainLISTEN AND WATCH:YouTube - https://www.youtube.com/channel/UCUhKe2X1RW-kLTDigvkMz4wSpotify - https://open.spotify.com/show/0ZBhl5IVFa8wZPvIKNTkRPApple Podcasts - https://podcasts.apple.com/us/podcast/god-mode-podcast/id1883959580Newsletter - https://godmodepod.substack.com/Bid board - https://godmodepod.com/bidTestDrive - https://testdrive.soNew episodes every Saturday.

  2. Aug 28

    EP28: The Robot War Just Got Real.

    NVIDIA is buying Hugging Face for $12.9 billion, Anthropic wants a bigger IPO than SpaceX, and a Chinese open source AI model served the world's inference without a single NVIDIA chip. Plus: 2,000 humanoid robots raced in Beijing and one of them beat Usain Bolt's 100m record. Then it ran into a wall, because nobody has solved stopping yet. Rik and Ben go through the week that every layer of the AI stack got bought, built in-house, or quietly replaced. IN THIS EPISODE: • NVIDIA agrees to buy Hugging Face for $12.9B. Ben does the math live: Hugging Face makes around $150M a year, putting the deal at roughly 100 times revenue. Microsoft paid 25-30x for GitHub in 2018. • Anthropic targets a roughly $100B IPO, bigger than SpaceX's record raise. Rik's objection: they rent compute from a direct competitor, and the deal has a 90-day clause. • Ox Alpha, the anonymous model developers had been hammering for weeks, turns out to be Z.ai's GLM-5.3-Flash. MIT licence, 1M-token context, running entirely on domestic Chinese chips. • The 5-hour limits are back on OpenAI Plus, and Ben argues rate limits have become pricing strategy rather than infrastructure. Claude Code eating the Claude chat quota is what pushed Rik back to Cursor. • Shopify's CEO floats banning Claude Code over a config file. Apple spends $1.5B on AI that can read silently mouthed words. • One developer made around $235,000 with a bid button, and Ben traces the whole idea back to the million dollar homepage, whose creator went on to co-found Calm. CHAPTERS: 00:00 Cold open 00:10 The Robot Olympics: 2,000 humanoids in Beijing 05:47 Teaching a robot a task from one video 07:29 Why AI still can't edit a video 14:03 NVIDIA buys Hugging Face for $12.9B 18:23 What is Hugging Face actually worth? 21:13 Apple quietly bought a silent-speech startup 24:38 Anthropic wants a bigger IPO than SpaceX 26:58 Is Anthropic just paying Elon's bills? 28:37 OpenAI paused frontier RL training 32:14 OpenAI's Jalapeño chip 35:21 Ox Alpha was GLM-5.3-Flash all along 39:03 Ranking every major model 42:27 The 5-hour limits are back 46:23 Shopify vs Claude Code 47:59 Grok Bot opens to everyone 51:14 outbid.lol made $132k in a week 54:02 The million dollar homepage 57:07 The new Mac mini MENTIONED: NVIDIA, Hugging Face, Microsoft, GitHub, Anthropic, Claude, Claude Code, OpenAI, Codex, ChatGPT, Z.ai, GLM-5.3-Flash, Ox Alpha, DeepSeek, Kimi K3, Cursor, Grok Bot, SuperGrok, Antigravity, Hermes, Skild AI, Tesla Optimus, World Humanoid Robot Games, OpenAI Jalapeño chip, Cerebras, Blackwell, Rubin, Apple, Siri, AirPods, Whisper Flow, Shopify, CLAUDE.md, AGENTS.md, Remotion, HyperFrames, CapCut, Descript, outbid.lol, the million dollar homepage, Calm, Replit, Bittensor, Theo's model tier list. HOSTS: Rik - https://x.com/rikventure Ben Broch - https://x.com/brochchain LISTEN AND WATCH: YouTube - https://www.youtube.com/channel/UCUhKe2X1RW-kLTDigvkMz4w Spotify - https://open.spotify.com/show/0ZBhl5IVFa8wZPvIKNTkRP Apple Podcasts - https://podcasts.apple.com/us/podcast/god-mode-podcast/id1883959580 Newsletter - https://godmodepod.substack.com/ New episodes every Saturday.

    EP28: The Robot War Just Got Real.

  3. Aug 21

    EP27: Stripe owns AI now, everyone cancels Claude

    Stripe just bought OpenRouter, everyone is cancelling their Claude subscription, and Rik and Ben break down six AI debates on jobs, regulation, and AGI timelines. Just Rik and Ben this week — Ben's off to the UK, Luca's out entirely — so they go deep on three stories instead of racing the full docket: the mass Claude-cancellation moment and what they're both actually running instead, Stripe's acquisition of OpenRouter and the wild founder story behind it, and OpenAI's executive exodus ahead of a delayed IPO. Closes with six rapid-fire AI debates on compute cost, open source vs frontier models, jobs, regulation, and AGI timelines. IN THIS EPISODE: - Rik and Ben's real monthly AI subscription spend across Claude, Cursor, Codex, and Grok - Why Cursor Origin's privacy mode is off by default, and what that means for your code - Stripe acquires OpenRouter — Ben's read on why it's really a bet on AI agents making purchases - Ben reveals he personally worked with OpenRouter's founder on a Kings of Leon NFT launched via SpaceX rocket - a16z's new number: the top 1% of AI spenders spend 600x more than the median company - OpenAI's executive exodus ahead of a delayed IPO - Six AI debates: compute cost, open source vs frontier, jobs, regulation, AGI timelines CHAPTERS: 00:00 Cold open 00:36 Intro — two-hander, no guests, no Luca 02:02 Cancelling Claude: the mass exodus 03:09 Ben's real AI subscription stack 07:05 Rik's AI tool ranking: Claude vs Codex vs Cursor 11:31 Why Anthropic won't budge on rate limits 16:50 TBH to Gas: the same viral app, twice 18:47 Cursor launches Origin, a GitHub rival 29:08 SpaceX AI's unlimited compute advantage 30:23 Stripe acquires OpenRouter 32:50 The Jevons paradox: cheaper AI, more usage 38:05 DeepSeek Harness and the OpenRouter founder's OpenSea past 39:12 Ben's SpaceX and Kings of Leon NFT story 43:30 Stripe vs Visa/Mastercard and a16z's 600x spending gap 45:40 Why your new hire costs double now 48:28 OpenAI's exec exodus, explained 51:33 Six AI debates: jobs, regulation, AGI timelines MENTIONED: Claude, Claude Code, Anthropic, Cursor, Cursor Origin, Composer, Codex, ChatGPT, OpenAI, Grok 4.6, Grokbot, xAI, SpaceX AI, Elon Musk, Stripe, OpenRouter, Alex Atallah, OpenSea, DeepSeek Harness, a16z, TBH, Gas, Nikita Beer, Sam Altman, GLM 5.6, Kimi K3, DeepSeek HOSTS: Rik — https://x.com/rikventure Ben Broch — https://x.com/brochchain New episodes every Saturday. Watch on YouTube: https://www.youtube.com/channel/UCUhKe2X1RW-kLTDigvkMz4w Read the newsletter: https://godmodepod.substack.com/

  4. Aug 14

    EP26: The crypto to AI pivot & SpaceX drops Grokbot + Grok 4.6

    Grok 4.6 jumped to 61 on the intelligence index and caught Claude Opus 5. Anthropic is paying SpaceX AI a 3x markup on inference. And one AI builder runs his entire back office on a 7 euro agent. Rik and Ben are joined by Mark, a senior engineer on sabbatical from Aave, now based in Lisbon and shipping mobile apps, an AI golf swing analyzer and an open-source LLM ranking tool. Grokbot ships and quietly logs you in through Cursor. Ben does the gigawatt math live. And an AI agent hacks a gym booking system to free up a slot for its owner. IN THIS EPISODE: • Grokbot's onboarding runs through a Cursor authentication loop, which raises a fair question about whether it was built at Cursor and shipped under SpaceX AI • Grok 4.6 jumps from 56 to 61 on the Artificial Analysis intelligence index, landing right behind Claude Opus 5, Claude Fable and GPT 5.6 • One gigawatt of AI compute costs roughly 50 billion dollars. Elon added two in a year, and the payback period compressed from four years to one • Anthropic signs a deal with Riot Platforms, a Bitcoin miner converting compute capacity to AI datacenters • gstack: twelve agents from Garry Tan that make Claude and Codex argue over a specification before either one writes code • A fake door test where 30 percent of users RSVP'd to a paid feature that did not exist yet • Bot traffic has overtaken human traffic, and the biggest training crawler on Ben's own products is Amazon • An AI agent hacks a gym booking system and cancels other members to hit its goal • 7 euros a month for an agent that files every invoice straight to your accountant CHAPTERS: 00:00 Cold open 00:35 Meet Mark: Aave sabbatical, padel and Lisbon 04:41 Step Racers, an AI golf coach and Open LLM Rank 11:47 Cursor Cafe, Claude Cafe and the 24-hour cafe wars 14:31 gstack, spec-first building and 28 questions from Codex 21:01 The fake door test: 30% clicked a button that didn't exist 23:03 Grokbot ships and logs you in through Cursor 30:28 Grok 4.6 hits 61 and joins the frontier 32:23 $50 billion per gigawatt: Elon's payback math 37:12 Anthropic and Riot: Bitcoin miners become AI datacenters 39:05 Bots overtook humans, and Amazon is crawling everything 44:58 Sell your product to the agents, not the humans 49:13 The $500M podcast and the co-host who walked away 56:23 Rage bait and the agent that hacked a gym 59:55 7 euros a month runs the entire back office 1:04:41 Hardware, health sensors and getting people in a room MENTIONED: Grokbot, Grok 4.6, SpaceX AI, Cursor, Cursor Cafe, Claude, Claude Opus 5, Claude Fable, Claude Code, Claude Cafe, Anthropic, Codex, GPT 5.6, OpenAI, gstack, Garry Tan, Y Combinator, cmux, Buzz, Hermes, OpenClaw, Tmux, Tailscale, Aave, Riot Platforms, IREN, Yellow Heart, Ticketmaster, Step Racers, Open LLM Rank, DataFast, Marc Lou, Cloudflare, Reddit, LinkedIn, Worldcoin, Greg Eisenberg, Peter Levels, Alex Cooper, Dave Portnoy, Mark Pincus, Zynga, Duolingo, Playtomic, Island DAO, Solana HOSTS: Rik — https://x.com/rikventure Ben Broch — https://x.com/brochchain Mark — https://x.com/marklaunches LISTEN & WATCH: YouTube — https://www.youtube.com/channel/UCUhKe2X1RW-kLTDigvkMz4w Spotify — https://open.spotify.com/show/0ZBhl5IVFa8wZPvIKNTkRP Apple Podcasts — https://podcasts.apple.com/us/podcast/god-mode-podcast/id1883959580 Substack — https://godmodepod.substack.com/ New episode every Saturday.

  5. Aug 8

    EP25: 25 lessons in 25 episodes

    SpaceX was down 35% since IPO and the unlock ladder is landing exactly as Rik called it on episode 15. Rik and Ben grade 25 episodes of AI calls: Anthropic vs OpenAI, Claude vs Codex vs Cursor, and why DeepSeek's pricing doesn't even show up on the chart. It's episode 25 — a quarter of a hundred. Just Rik and Ben this week (Luca's off), so they used the milestone to pull 25 lessons out of the archive and grade every one against what actually happened. IN THIS EPISODE: • Grading the SpaceX bear case from episode 15 — down 35% from IPO, the $101B unlock ladder landing exactly as called • Rik cancels the $100 Claude Max plan again, and explains why Cursor plus Codex replaced it • A developer turned $800 in AI subscriptions into $50,000 of coding value • DeepSeek's pricing is so cheap it doesn't register on the chart, then a price hike lands mid-episode • Gavin Baker's supply and demand math: token demand is 10xing, supply is only 3xing next year • 25 episodes, 25 graded predictions across three storylines: OpenAI vs Anthropic, open vs closed source, and the Elon Corner • Why Ben thinks we still haven't hit AGI, a year after Manus made everyone think we had CHAPTERS: 00:00 Cold open, the SpaceX call 00:31 Hello everyone, 25 episodes and three wars 01:26 Ben's Brooklyn life, Rik turns 30 tomorrow 01:58 Claude is now Ben's full-time editor 04:43 The U-turn, content versus maxing tokens 06:46 Alex Finn's ChatGPT Voice hype, graded 10:22 The goals myth, then $50K for $800 in subscriptions 13:16 Opus burns 100x more tokens than Terra 15:02 DeepSeek, too cheap to see on the chart 17:40 Gavin Baker, 10x demand, 3x supply 20:48 The average intelligence thesis, restated 22:32 Google Trends, Claude versus ChatGPT, Codex versus Claude Code 25:02 The SpaceX bear case, graded 28:03 25 lessons, war one, OpenAI versus Anthropic 34:32 Rik cancels the $100 Claude Max plan again 37:59 25 lessons, war two, closed versus open source 45:52 25 lessons, war three, the Elon corner deep dive 51:26 Lesson 25, we haven't hit AGI MENTIONED: Claude, Claude Code, Claude Max, Opus, Sonnet, Fable, Mythos, ChatGPT, ChatGPT Voice, Codex, Sora, Cursor, Composer, Grok, SpaceX, Elon Musk, DeepSeek, Kimi K3, ElevenLabs, Airtable, Figma, Vercel, Supabase, Gavin Baker, Alex Finn HOSTS: Rik — https://x.com/rikventure Ben Broch — https://x.com/brochchain Luca Arrigo — https://x.com/LucaArrigo_ Listen and subscribe: YouTube: https://www.youtube.com/channel/UCUhKe2X1RW-kLTDigvkMz4w Spotify: https://open.spotify.com/show/0ZBhl5IVFa8wZPvIKNTkRP Apple Podcasts: https://podcasts.apple.com/us/podcast/god-mode-podcast/id1883959580 Substack: https://godmodepod.substack.com/ New episode every Saturday.

  6. Jul 31

    EP24: Bittensor subnets & the AI agents debate

    Bitcast's Will Blears joins Rik and Ben for the AI agents debate: Claude Code, Buzz, Hermes, and Kimi K3 — plus how Bittensor subnets actually work and why creators are becoming miners. Then: whether open-source tools are about to replace SaaS subscriptions for good. Will breaks down how Bitcast turns creator marketing into a decentralized brand-deal marketplace built on Bittensor subnets — brands fund content briefs, creators get paid on real audience performance, and AI validators check the work matches the brief. From there the conversation widens into how Rik, Ben, and Will actually run their AI agents day to day, why one coding harness burned 9x more tokens than another for the exact same task, a live look at Jack Dorsey's new "Slack for AI agents" tool Buzz, and the story of Anthropic buying and physically destroying books to train Claude. IN THIS EPISODE: • What Bitcast actually is: a decentralized brand-deal marketplace built on Bittensor • Why build on Bittensor instead of Stripe and a database • TAO staking explained in plain English • Compute vs. content creation: 40% of Bittensor's network is inference/compute • Mapping X influence networks to stop incentive exploiters • Kimi K3 across 3 coding harnesses — Claude Code cost 9x more tokens for the same task • Will's real agent stack: Hermes, Linear tickets, and Agent Orchestrator • Buzz: Jack Dorsey's new "Slack for AI agents," demoed live • Open-source tools quietly replacing Granola, Whisperflow, and other SaaS subscriptions • Anthropic bought and destroyed physical books to train Claude — the Project Panama story CHAPTERS: 00:00 Cold open 00:31 Welcome Will Blears (Bitcast) 01:36 What is Bitcast: the Bitcoin of intelligence 03:57 Will's path into Bittensor 08:12 Why build on Bittensor instead of Stripe 11:01 TAO staking explained + the Jason Calacanis tweet 15:31 Compute vs. content creation: 40% of the network 19:39 Live demo: a Bittensor subnet handles 25% of OpenRouter 22:22 Open source, decentralization & stopping incentive exploiters 27:13 Tokenizing SaaS revenue: the TrustMRR idea 31:10 Kimi K3: Claude Code costs 9x more tokens 34:28 Will's real agent stack: Hermes, Linear, Agent Orchestrator 39:30 Buzz demo: Jack Dorsey's Slack for AI agents 53:20 The idea: HR performance reviews for AI agents 54:10 Is open source eating SaaS subscriptions? 1:03:40 Anthropic bought and destroyed books to train Claude 1:09:14 Close + where to find Will/Bitcast MENTIONED: Bitcast, Bittensor, TAO, Dynamic TAO, Kimi K3, Claude Code, Kimi Code, Hermes, Buzz, Jack Dorsey, Agent Orchestrator, Linear, Granola, Whisperflow, Fluid Voice, Super Whisper, Can I Vibecode It, Anthropic, Project Panama, Claude, OpenRouter, Chutes HOSTS: Rik (https://x.com/rikventure), Ben Broch (https://x.com/brochchain). Guest: Will Blears, Bitcast (https://x.com/will_mizu) Listen every Saturday. Full video episode on YouTube: https://www.youtube.com/channel/UCUhKe2X1RW-kLTDigvkMz4w Newsletter: https://godmodepod.substack.com/

  7. Jul 24

    EP23: Is the AI bubble popping? Claude, Kimi & network states

    Is the AI bubble popping? Network-state builder Gonçalo Hall joins to explain how Balaji's Network School lost Malaysia and rebuilt in Kazakhstan in 48 hours — then Rik, Ben and Luca break down Anthropic's stalling growth, open-source models like Kimi, Elon's Grok checkmate, and an OpenAI model that hacked Hugging Face. Three builders plus a guest, covering the AI and builder news actually worth your time. IN THIS EPISODE: • What Network School actually is: $1,500/mo, 500 founders, one hotel, schooling for kids • The Nas Daily accusation that got it kicked out of Malaysia — and the 48-hour pivot to Kazakhstan • Why the real product of a network state is where you'd raise your kids • Is the AI bubble popping? Anthropic from $10B to $60B in six months, and the fiber-optic-bubble read • China, distillation, and why you can't ban open source without banning the internet • Claude Corner: is Claude too censored? Ben asks Kimi about Tiananmen Square live • Will AI be Facebook, or Uber? Localized frontier models and AI sovereignty • Elon's open-source Grok "checkmate" and Sam Altman's "AI is electricity" • The $20,000-vs-$1,300 Cursor SQLite cost proof — why do we even need Fable? • An OpenAI model that daisy-chained its way out of the box to hack Hugging Face and cheat its own benchmark • If an AI hacks on your behalf, who's guilty? Plus the new Claude Security plugin and Vando CHAPTERS: 00:00 Cold open 00:17 Welcome to EP23 — four on the mics, with Gonçalo Hall 01:38 What is Network School? 03:45 How Malaysia pulled the permit (Nas Daily) 06:24 Was exposing it a mistake — or the plan? 09:51 Kazakhstan: a mountain-town Silicon Valley 10:54 The real product: where you raise your kids 14:46 Faster than tech: a city in 5 weeks 15:58 Is the AI bubble popping? Anthropic's ARR 18:51 China, distillation & banning open source 20:42 Packaging, the harness & Kimi cuts off signups 24:27 Claude Corner: is Claude too censored? 25:34 Asking Kimi about Tiananmen Square, live 26:34 Will AI be Facebook, or Uber? 29:18 Elon's open-source checkmate 30:25 Sam Altman: AI is becoming electricity 33:55 Cursor-maxing + the auto router 35:48 $20,000 vs $1,300 — the SQLite cost proof 37:04 Jevons paradox: is this a bubble? 39:58 An OpenAI model hacked Hugging Face 43:40 If an AI hacks on your behalf, who's guilty? 45:14 Claude Corner: the new Security plugin 48:12 Teach Claude a skill (record a skill) 52:22 Vando: vibe-code features onto any SaaS 59:09 Outro + Porto AI Week MENTIONED: Balaji Srinivasan, Network School, The Network State, Forest City Malaysia, Nas Daily, Kazakhstan, Almaty, Solana Foundation, Alpha School, Anthropic, Claude, ChatGPT, Kimi K3, Grok, xAI, Colossus, Terrafab, Mistral, Bolt, Cursor, Cursor Composer, SQLite, Hugging Face, Chamath, Sam Altman, Dario Amodei, Vando, Linear, Prospera, Bansko, Thicker Trends, Porto AI Week HOSTS: Rik — https://x.com/rikventure Ben Broch — https://x.com/brochchain Luca Arrigo — https://x.com/LucaArrigo_ Guest: Gonçalo Hall — https://x.com/Gonzohall Watch on YouTube → https://www.youtube.com/@godmodepod Substack → https://godmodepod.substack.com/ New episodes drop Saturday.

  8. Jul 17

    EP22: GPT 5.6 Sol vs Claude Fable — is OpenAI winning?

    Apple is suing OpenAI over stolen trade secrets, Codex admitted nerfing GPT 5.6 Sol, and Anthropic tripled your Claude rate limits to stop you leaving. Three AI builders break down the week AI got petty. Rik (Midcurve Labs), Ben Broch (three SaaS products) and Luca Arrigo (ten years, five industries) go through the rate-limit arms race, the Apple v OpenAI espionage complaint, Codex Micro, the $500M AI companies nobody's heard of, and Kimi K3's jump to frontier pricing. No Claude Corner this week. Sam Altman took the segment. IN THIS EPISODE: • Ben does the math on the rate-limit war: twice-weekly resets plus 50% higher limits means roughly 3x the tokens for the same price • The Fable vs GPT 5.6 Sol split, tested against a production SaaS with paying customers on the line • Codex DevRel posts "no nerfing, only good stuff" and admits reverting "juice values" further down the same thread • Apple sues OpenAI: 400 ex-employees, a VP of 24 years, and a second engineer who kept hacking Apple's file server after he left • The Steve Jobs email to Adobe that shows how this used to get handled • Codex Micro, a $240 eight-key macropad, gets roasted from three directions • Chamath's 8090 CTO: inference spend doubling every 45 days, with the marginal gains getting more expensive • Kimi K3 prices at 5x K2.7, and why China's efficiency play is the real threat to the frontier labs • PayPal employs as many people as Anthropic, OpenAI and xAI combined, and Stripe just bid for it CHAPTERS: 00:00 Cold open 00:49 Welcome to EP22: Codex is eating Claude 01:58 The rate-limit arms race: 3x the tokens 03:40 How far we've come: shipped in 2 days 05:22 Sam Altman is poaching Claude users 07:10 GPT 5.6 Sol vs Claude Fable 09:25 Can GPT 5.6 Sol be trusted? 11:45 The Claude situationship 13:50 A million users a day is a bad number 17:06 I cancelled Claude Max: the $60 stack 18:53 The GPT 5.6 nerf: "no nerfing, only good stuff" 23:42 Apple sues OpenAI for trade secret theft 29:11 Codex Micro: a $240 keyboard 34:16 LinkedIn is 60% AI content 36:23 The $500M AI companies nobody's heard of 41:53 Why AI got expensive instead of cheap 45:56 Stripe wants to buy PayPal 47:26 Outro MENTIONED: Claude, Fable, Opus 4.8, Anthropic, Codex, GPT 5.6 Sol, ChatGPT, Codex Micro, Sora, OpenAI, Cursor, Composer, Grok 4.5, Kimi K2.7, Kimi K3, Mythos, Apple, the Steve Jobs to Bruce Chizen email, Johnny Ive, Mercor, Together AI, Surge AI, Lambda, Fireworks, Lightning AI, Scale AI, Alexander Wang, Lovable, ElevenLabs, Perplexity, Manus, Chamath Palihapitiya, the All-In Podcast, 8090, Stripe, PayPal, Whisper Flow, Replit, Polymarket, CryptoPunks. HOSTS: Rik — https://x.com/rikventure Ben Broch — https://x.com/brochchain Luca Arrigo — https://x.com/LucaArrigo_ LISTEN AND FOLLOW: YouTube — https://www.youtube.com/channel/UCUhKe2X1RW-kLTDigvkMz4w Spotify — https://open.spotify.com/show/0ZBhl5IVFa8wZPvIKNTkRP Apple Podcasts — https://podcasts.apple.com/us/podcast/god-mode-podcast/id1883959580 Substack — https://godmodepod.substack.com/ Instagram — https://www.instagram.com/godmodepod TikTok — https://www.tiktok.com/@godmodepod New episodes every Saturday. Next week: AI and blockchain, with a guest.

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About

Every week, Rik, Ben & Luca break down the biggest AI stories. The drama, the launches, the "who just got disrupted" moments, through three lenses: marketing, building, and macro vision. For solopreneurs, indie hackers, AI enthusiasts, and idea people becoming founders. New episode every Saturday.

Information

  • Creator
    God Mode Pod
  • Years Active
    2026
  • Episodes
    29
  • Rating
    Explicit
  • Copyright
    © God Mode Pod

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