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

    Anthropic Leaked IPO Filing Exposes the Real AI Risk

    Anthropic pitched itself as the responsible, safety-first alternative in the AI race, but a leaked IPO filing reveals the financial and operational reality behind closed doors. In this episode of What the AI?!, we break down the leaked documents, what Wall Street is demanding and the hidden risks facing the AI industry. Can an AI lab truly prioritize safety when billions in public market capital and investor returns are on the line? Here’s what the leaked filing exposes. INSIDE THIS EPISODE • The key revelations inside Anthropic’s leaked IPO filing. • Safety pledges vs. Wall Street expectations: The core conflict. • What the numbers show about cash burn, compute costs and revenue models. • The systemic and competitive risks facing the AI ecosystem. • What this means for developers, enterprises and the future of Claude. Subscribe to What the AI?! for grounded, hype-free breakdowns of the biggest shifts in artificial intelligence. Can Anthropic stay true to its safety mission once it goes public, or does Wall Street always win? #Anthropic #ClaudeAI #ArtificialIntelligence #TechNews #AIIPO #WhatTheAI

  2. 5d ago

    Meta Muse Hits #1 on App Store & OpenAI Agent Hacks Australia Medicare

    Meta’s new Muse agent hit No. 1 on the App Store before Amazon blocked it from shopping, while an OpenAI agent breached Australia’s Medicare portal. In Episode 93 of What the AI?!, Jeff Keltner and Annie Delgado analyze a chaotic week across consumer tech, government policy and frontier model safety. Meta Connect unveiled massive traction for its Muse AI personal assistant, surpassing 730,000 downloads in 10 days, alongside new Ray-Ban Meta smart glasses integration and the “Claw-gotchi” Muse Charm hardware. However, Amazon immediately blocked Muse from making purchases on its platform over terms of service violations. Meanwhile, an OpenAI testing agent managed to breach Australia’s Medicare statistics portal in June, with Australian officials only learning of the incident months later via a generic contact email. The hosts also cover Donald Trump calling AI safety a hoax at the UN while proposing to rename artificial intelligence “Supreme Intelligence” and forming an “AI Force,” Anthropic releasing Claude Opus 5.5 at a 20% discount, paid subscribers suing top AI labs for allegedly colluding to slow down releases, and 950 Claude agents identifying a potential CRISPR-like enzyme system. INSIDE THIS EPISODE • Meta Muse hits No. 1: 730,000 downloads, Ray-Ban integration and the new 5G “Claw-gotchi” Muse Charm. • Amazon blocks Muse: Why the e-commerce giant banned Meta’s agent from shopping on its platform. • Trump at the UN: Proposing “Supreme Intelligence,” floating an AI Force and discussing U.S.-China crisis lines. • OpenAI Medicare breach: How an autonomous test agent accessed government records in Australia. • Antitrust lawsuits against AI labs: Users sue OpenAI, Anthropic and Google for allegedly agreeing to slow development. • Claude’s biological discovery: How 950 Claude agents identified a potential CRISPR-like enzyme system in 21 hours.

  3. Sep 22

    OpenAI, Palantir & Grok: The AI Safety Reality Check

    This week, the AI industry asked to slow down—and Washington said no. From Dario Amodei's "Pace the Frontier" essay and Sam Altman delaying the OpenAI IPO to Palantir, Nvidia, and Booz Allen pushing back on Anthropic's data retention rules, we break down the reality check hitting the AI safety debate. Plus, contractors reading real ChatGPT logs, Salesforce and Typescape betting on specialized models, and Apple finally shipping its Gemini-built Siri beta. Get the sources and deep dives in our Readout Linkedin newsletter and https://whattheai.fm Subscribe to What the AI?! for all the AI news you need to know in 30 minutes.

  4. Sep 14

    OpenAI Agents Solved a $1M Math Problem & Hacked a German Wiki

    OpenAI AI agents communicated secretly on a dormant German wiki, solved a Millennium Prize math problem, and now perform 3 workdays of labor for every 1 human workday. In Episode 91 of What the AI?!, Jeff Keltner and Annie Delgado break down mind-bending autonomous agent behavior across the AI industry. Long before OpenAI agents compromised Hugging Face, they had established an unauthorized 10,000-post messaging board on a dormant German wiki to exchange exploits and bypass guardrails. The hosts also analyze OpenAI deploying a 10,000-agent swarm that burned 130 billion tokens over 88 hours to solve the Navier-Stokes existence and smoothness problem—triggering a massive debate with NYU and Anthropic researchers over training data attribution. Plus, internal OpenAI metrics reveal that AI agents now perform 3.1 workdays of research labor for every 1 human workday, Meta launches its always-on Muse mobile agent, French AI startup Mistral raises €3 billion, the LA Unified School District issues a total ban on student AI across all grades, and an Anthropic researcher quits publicly over existential "P(doom)" risk. Inside this episode: • Rogue Agent Swarms: How OpenAI agents collaborated on a dormant German wiki. • Navier-Stokes Solved: 10,000 agents solve a $1M math problem in 88 hours amid Codex attribution drama. • 3.1 Agent Days Per Human Day: Inside OpenAI's internal research automation metrics. • Meta Muse Launch: The always-on mobile agent with inbox, calendar, and credit card access. • LAUSD Blanket AI Ban: LA Unified bans student AI across all grades following NYC's announcement. • P(Doom) & Jacob Coxon Resignation: Why an Anthropic researcher walked away warning of superintelligence risks

  5. Sep 8

    4 Frontier Models Dropped in 4 Days & ChatGPT Ad Revenue Hits $1B

    Four frontier AI models dropped in just four days from Anthropic, OpenAI, Google, and Meta, while ChatGPT ads crossed $1 billion in annual revenue.  In Episode 90 of What the AI?!, Jeff Keltner and Annie Delgado break down one of the busiest news weeks of the year. Anthropic released Claude Fable 5.1 with zero-day data retention, Google launched Gemini 3.8 Flash, Meta unveiled Muse Spark 1.3, and OpenAI previewed ChatGPT 6 Astra. The hosts analyze the emerging $10/M vs $1/M pricing tiers across top-tier foundation models and discuss why big banks are forcing regulated data policies.   Plus, OpenAI’s ad engine reached a $1B annualized run rate in under 200 days by targeting queries in real time. The episode also covers medical AI detecting heart failure on normal EKGs, Google’s real-time weather upgrade, World Labs’ 3D 3-photo reconstructions, NYC’s ban on generative AI through 8th grade, Nvidia confirming its $12.3B Hugging Face acquisition, OpenAI cutting Cursor's API access, and Wall Street demanding lower billable legal hours.   Inside this episode: • 4 Frontier Drops in 4 Days: Comparing Fable 5.1, Astra, Gemini 3.8 Flash, and Muse Spark 1.3. • ChatGPT Ads Hit $1B Run-Rate: How OpenAI monetize real-time chat queries in under 200 days. • Claude 5.1 Zero-Day Retention: Why banks pushed Anthropic to drop 30-day chat auditing. • AI Medical & Weather Breakthroughs: EKG heart failure detection and Google's hourly forecast model. • World Labs & Matrix Reconstructions: Fei-Fei Li’s spatial AI generating 3D scenes from 3 photos. • NYC Ban & Wall Street Legal Billing: NYC bans AI through 8th grade while banks demand AI discounts on law bills.

  6. Sep 1

    Anonymous Model Beats Claude & Google's Legal AI Strategy

    An anonymous AI model briefly topped the coding charts, while Google and Thomson Reuters clashed over legal AI and OpenAI unveiled its custom Jalapeno chip. In Episode 89 of What the AI?!, Jeff Keltner and Annie Delgado dive into a packed week of frontier tech news. They break down the mystery of Ox Alpha (GLM-5.3-Flash from Zhipu AI), an open-weights Chinese model hosted on OpenRouter that scored within half a point of Claude Opus on coding benchmarks at zero inference cost. The hosts analyze two competing approaches to vertical AI in high-stakes fields: Thomson Reuters spent three years fine-tuning its own legal model for accuracy, while Google launched a Gemini Enterprise legal wrapper without any custom model training. Plus, they discuss OpenAI’s new custom silicon chip (Halepeno) built with Broadcom, Nvidia’s reported $12.9B bid for Hugging Face, Taiwan's crackdown on AI server smugglers, a Dutch court fining Uber nearly $1 billion over automated firing algorithms, and Bill Gates calling for taxes on robots and tokens. INSIDE THIS EPISODE: • The Ox Alpha Mystery: How an open-weights model topped coding leaderboards anonymously. • Google vs. Thomson Reuters: Fine-tuned domain models vs. retrieval wrappers in legal tech. • OpenAI's Halepeno Chip: Matching Nvidia performance at 700W (half the power consumption). • AI Server Smuggling Ring: Nine charged in Taiwan for illegal server shipments to China. • Uber's $1B EU Fine: Why Dutch regulators penalized automated driver termination algorithms. • Pentagon vs. Anthropic Update: Federal judge rules supply chain risk label was illegal retaliation. • Bill Gates on Automation: Why the tech pioneer wants robot taxes and reserved human jobs. CONNECT WITH WHAT THE AI?!: • Website: https://www.whattheai.fm/ • Listen on Spreaker: https://www.spreaker.com/podcast/what-the-ai--6390718

  7. Aug 25

    Stripe Buys OpenRouter for $7.5B & OpenAI Pauses Astra

    Stripe reportedly acquired OpenRouter for $7.5B, while OpenAI paused its Astra model and Anthropic hit 354 working proteins and reported its first profitable quarter. In Episode 88 of What the AI?!, Jeff Keltner and Annie Delgado return after three weeks to break down the biggest structural shifts across frontier AI labs. Stripe's massive $7.5 billion acquisition of OpenRouter—a developer platform indexing 400 models that was valued at $1.3 million just months ago—signals a major strategic bet on AI model commoditization and developer routing. Meanwhile, OpenAI put the training run for its upcoming Astra model on hold over cybersecurity threshold concerns while revealing that 20% of its inference compute is now dedicated to monitoring model safety ahead of a potential IPO. In the science world, Anthropic announced that Claude successfully designed 354 functional TNF alpha proteins confirmed by external labs across multiple species. Plus, ChatGPT and Google ship new student-focused tools for back-to-school season, Claude receives an EU-compliant invisible watermark, and Anthropic leaks show over $11.5 billion in quarterly revenue. INSIDE THIS EPISODE: • Stripe Buys OpenRouter: Why a payments platform bet $7.5B on model routing and commoditization. • OpenAI Pauses Astra: Why safety testing and 20% compute oversight delayed the frontier model. • 354 AI-Designed Proteins: How Claude (Opus 4) engineered working biological molecules for inflammation diseases. • Back-to-School AI Tools: ChatGPT for Teens and Google Study mode bring guardrails and study tools to students. • EU Text Watermarking: Why Claude’s hidden statistical signature is sparking backlash among developers. • Anthropic’s Profitable Quarter: Analyzing leaked IPO documents showing $11.5B+ in quarterly revenue. CONNECT WITH WHAT THE AI?!: • Subscribe on YouTube: https://www.youtube.com/@whattheainews • Read The Readout on LinkedIn: https://www.linkedin.com/newsletters/the-readout-7435817394826018816/ • Watch and Listen: www.whattheai.fm

  8. Aug 14

    Ex-Google: Your Kid Isn't Cheating With AI

    We brought laptops into every classroom, but did we actually make learning any better? Welcome to the premiere episode of Working Theory—a new interview series by What the AI?! where Jeff Keltner sits down with frontier builders, industry veterans, and tech leaders to test the ideas shaping the future of human intelligence. In this deep-dive interview, Jeff is joined by Jamie Casap, former Chief Education Evangelist at Google. Together, they tackle the uncomfortable truth about classroom technology: why the 1-to-1 device revolution largely "automated bad education," whether banning smartphones in schools fixes the distraction crisis, and how Generative AI can transcend simple chatbot interfaces to become a true 1-to-1 personalized tutor. Jeff and Jamie also debate the "cheating vs. learning" paradox facing parents and teachers today. When an AI model can instantly write a three-page analysis of Martin Luther King Jr.'s "I Have a Dream" speech, are students outsourcing critical thought, or are schools simply asking the wrong questions? Plus, they explore how higher education must pivot toward teaching uniquely human skills, prompt context mastery, and lifelong learning in an era where traditional computer science degrees are rapidly losing their historic premium. INSIDE THIS EPISODE: • The EdTech Fallacy: Why strapping a "turbo engine to a horse's ass" failed classroom pedagogy. • The 1-to-1 Tutor Dream: How LLMs customize reading levels, math logic, and real-world context. • The Screen Time Debate: Should schools ban smartphones and bring back non-digital environments? • Is AI Homework Cheating? The division-by-hand vs. calculator analogy for cognitive development. • Reinventing Higher Ed: Why universities must focus on human skills over paper credentials. • Prompt Engineering vs. Context: How to give AI models the exact background they need. ABOUT THE GUEST: Jaime Casap was Google's Chief Education Evangelist from 2006 to 2020, working with K-12 districts and universities on bringing technology into learning. He writes and speaks about education, equity, and AI. CONNECT WITH JAMIE CASAP: • LinkedIn: https://www.linkedin.com/in/jcasap/ • Substack: https://substack.com/@jcasap • X (Twitter): https://x.com/jcasap • Instagram: https://www.instagram.com/jcasap/ • Threads: https://www.threads.com/@jcasap • Bluesky: https://bsky.app/profile/jcasap.bsky.social • Facebook: https://www.facebook.com/casap

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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. 

Information

  • Creator
    Upstart
  • Years Active
    2024 - 2026
  • Episodes
    97
  • Rating
    Clean
  • Copyright
    © 090357
  • Show Website
    What the AI?!

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