What the AI?!

Upstart
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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. 4d ago

    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

  2. May 26

    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

  3. May 19

    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

  4. May 12

    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

  5. May 5

    Elon on the Stand: What the OpenAI Trial Reveals

    Elon Musk just took the stand in the OpenAI trial. It did not go the way you might expect. In Episode 76 of What the AI?!, Jeff Keltner and guest host Michael Locke break down a chaotic week where legal battles, geopolitical decisions, and massive funding rounds all collided. Elon’s testimony raised serious questions about strategy, data usage, and the future of AI competition. At the same time, Beijing forced Meta to unwind a $2 billion acquisition, signaling a new phase in global AI power dynamics. This is no longer just about models. It is about control. 🔍 In this episode: The Trial of the Century: Why Elon Musk's testimony against Sam Altman failed to win the room. China Blocks Meta: How the CCP unwound a $2B deal and what it means for US-China relations. The $1.1B "First Contact": "Ineffable Intelligence" raises Europe’s largest seed round for a superintelligence lab. Grok is Trained on OpenAI: The ironic admission Elon made mid-lawsuit. Starlink Voice Agents: The real production numbers show AI resolving 70% of support tickets end-to-end. Healthcare Breakthrough: A new model predicts breast cancer up to 1.5 years earlier than current standards. AI is no longer just advancing technically. It is becoming a legal, geopolitical, and economic battleground. If you build, invest, or rely on AI systems, this week is a signal of what comes next. 🎧 Watch the full episode of What the AI?! YouTube, Spotify, Apple Podcasts → https://www.whattheai.fm  #AI #ElonMusk #OpenAI #Meta #China #AIGeopolitics #WhatTheAIPod

    28 min

  6. Apr 28

    Laundry Robots & Frontier Models: Is the Hype Finally Over?

    Elon Musk just bid $60 Billion for a code editor, while OpenAI launched AI agents that live inside your company’s workflow. Is the "General AI" era being replaced by vertical power plays? In Episode 75, we break down the most expensive week in AI history. From Anthropic’s $100 Billion compute bet to the launch of GPT Rosaline—OpenAI's first branded model for drug discovery—the industry is moving from "chatbots" to autonomous, specialized infrastructure. Inside this episode: The $60B Cursor Bet: Why xAI wants a code editor to reach AGI through "self-improving" loops.Workspace Agents: OpenAI’s new "AI Teammates" that run persistently in the cloud so you don’t have to.GPT Rosaline: Why vertical models are the new frontier for life sciences and drug discovery.The Jagged Benchmarks: Three frontier models dropped this week (GPT 5.5, Opus 4.7, Kimi 2.6) and why most users can't tell the difference.Robot Laundry: A robotics company taught a model to fold laundry on a robot it had never seen before. 🎧 Watch the full episode of What the AI?! YouTube, Spotify, Apple Podcasts → https://www.whattheai.fm #AI #OpenAI #ElonMusk #Anthropic #AIAgents #FutureOfWork #WhatTheAIPod

    29 min

  7. Apr 21

    Your AI Now Has Your Bank Data: The Perplexity x Plaid Move

    "Can I afford this?" It’s the question we ask ourselves every day. Now, Perplexity is using Plaid to answer it for you in real-time. This week, Annie and special guest Michael Lock break down the "Genius or Terrifying" move to link your bank account directly to an LLM. While OpenAI and Anthropic are fighting over your desktop with "Computer Use" updates, Perplexity is making a play for your wallet. What’s in this episode for you: The Financial AI: How Perplexity x Plaid turns your search engine into a personal CFO.Privacy vs. Utility: Would you trade your bank data for a "Budgeting Autopilot"?. The Jagged Frontier: Stanford’s 2026 AI Index reveals why your AI can solve high-level math but can't read an analog clock. The Allbirds Pivot: Why a sneaker company just raised $50M to become an AI broker. Junior Dev Warning: The real data behind AI automating entry-level software jobs.🎧 Watch the full episode of What the AI?! YouTube, Spotify, Apple Podcasts → https://www.whattheai.fm #AI #Perplexity #Plaid #Fintech #Privacy #FutureOfWork #WhatTheAIPod

    1h 35m

  8. Apr 14

    Too Dangerous to Release? Anthropic’s Mythos & The Identity Crisis

    Anthropic just built an AI model that found thousands of zero-day vulnerabilities across every major operating system and web browser, and then they chose not to release it.  In this episode of What the AI?!, Jeff Keltner and Michael Locke break down Anthropic’s new model, Mythos, and why its ability to discover critical security flaws may be too powerful to deploy broadly. Instead, Anthropic is limiting access through a controlled program, giving select partners time to fix vulnerabilities before the model reaches the public. But this story is bigger than one model. We also cover: • Anthropic launching managed AI agents for enterprise workflows with partners like Notion, Asana, and Rocket • Why companies may prefer managed AI infrastructure over building their own agents • Meta’s new Muse model and its shift toward a closed, consumer-focused AI strategy • AI-generated avatars that can replicate a person from just 15 seconds of video • The growing tension between enterprise AI, open-source agents, and platform control • OpenAI reportedly acquiring a podcast for hundreds of millions of dollars The pattern is clear. AI is not just getting smarter. It is becoming more capable in ways that force companies to decide what should and should not be released. If you build software, work in security, or rely on digital systems, this raises a new question: What happens when AI can break things faster than we can fix them? 🎧 Watch the full episode of What the AI?! YouTube, Spotify, Apple Podcasts → https://www.whattheai.fm

    30 min
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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
    82
  • Rating
    Clean
  • Copyright
    © 090357
  • Show Website
    What the AI?!

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