Today's Top Episodes

Scott Bessent: Fixing the Fed, Tariffs for National Security, Solving Affordability in 2026

Ever wondered how to truly fix the Fed and use tariffs strategically? This episode lays out a bold vision for America's economic future.

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#228 - GPT 5.2, Scaling Agents, Weird Generalization

#228 - GPT 5.2, Scaling Agents, Weird Generalization

Duration: 01:26:42
December 17, 2025
  • OpenAI has announced GPT-5.2, an updated model that shows competitive performance on benchmarks like the GBD Val and Swebench Pro, and boasts improved multimodal capabilities, though it comes with increased costs.
  • Runway has introduced its first world model, GWM1, available in variants for general simulation, robotics, and avatars, with SDKs for the robotics version, aiming to compete in a niche but growing area of AI.
  • The US is exploring new policies regarding AI chip exports to China, including potential security reviews and tariffs, while China is also re-evaluating its need for these chips, creating a complex geopolitical dynamic around advanced technology.
#227 - Jeremie is back! DeepSeek 3.2, TPUs, Nested Learning

#227 - Jeremie is back! DeepSeek 3.2, TPUs, Nested Learning

Duration: 01:34:40
December 9, 2025
  • DeepSeek 3.2 has been released, offering significant cost reductions and competitive performance against leading models, while also providing greater transparency into its technical advancements like sparse attention.
  • Image and video generation are seeing rapid advancements with new models from Black Forest Labs (Flux 2) and Cling AI (Video 01), though demand for existing tools like Sora and Nano Banana Pro is leading to throttled generation limits.
  • The AI hardware landscape is evolving, with Google's TPUs gaining traction among partners like Foxconn and Amazon introducing new in-house chips, potentially challenging Nvidia's dominance.
#226 - Gemini 3, Claude Opus 4.5, Nano Banana Pro, LeJEPA

#226 - Gemini 3, Claude Opus 4.5, Nano Banana Pro, LeJEPA

Duration: 01:11:11
November 30, 2025
  • Google released Gemini 3, demonstrating impressive performance on tough benchmarks and introducing Google Anti-Gravity for coding, while also integrating Gemini 3 into Nano Banana Pro for advanced image editing and infographic generation.
  • Anthropic released Opus 4.5, which surpassed Gemini 3 on benchmark exams and has seen a significant price reduction, making it more competitive, alongside wider rollouts of Claude for Chrome and Excel.
  • OpenAI launched GPT-5.1 Codex Max, a specialized coding model capable of sustained 24-hour tasks with enhanced efficiency and reasoning, alongside a new feature for group chats across their platforms.
#225 - GPT 5.1, Kimi K2 Thinking, Remote Labor Index

#225 - GPT 5.1, Kimi K2 Thinking, Remote Labor Index

Duration: 01:18:14
November 21, 2025
  • New capabilities and releases from AI model developers include OpenAI's GPD 5.1 with new personality presets, Baidu's Ernie 5.0, and ByteDance's Doba Seed Code for coding assistance.
  • Growth in AI applications and infrastructure is evident with Google integrating more shopping features into its AI mode, the emergence of world models like FA's Marble, and substantial data center investments by companies like Anthropic.
  • Advancements in AI research and the evolving landscape of AI's impact are highlighted by new attention architectures, more sophisticated game-playing agents, and the commencement of legal battles over AI-generated content and copyright.
#224 - OpenAI is for-profit! Cursor 2, Minimax M2, Udio copyright

#224 - OpenAI is for-profit! Cursor 2, Minimax M2, Udio copyright

Duration: 01:31:43
November 5, 2025
  • OpenAI has completed its for-profit restructuring, moving to a public benefit corporation structure and solidifying its relationship with Microsoft, which now holds approximately 27% ownership.
  • Character.AI is banning teenagers from interacting with its AI chatbots due to concerns over potential negative impacts on mental health and the risk of unhealthy attachments, reflecting broader societal considerations about AI relationships.
  • Qualcomm has announced new AI chips (AI 200 and AI 2050) to compete with industry leaders like Nvidia and AMD in the data center market, aiming to bring innovation and competition to AI hardware.
#222 - Sora 2, Sonnet 4.5, Vibes, Thinking Machines

#222 - Sora 2, Sonnet 4.5, Vibes, Thinking Machines

Duration: 01:37:16
October 7, 2025
  • The release of Sora 2 by OpenAI shows impressive advances in text-to-video generation, including photorealistic quality, audio generation, and the ability to generate existing media.
  • Anthropic's Claude Sonnet 4.5 is positioned as the best model for agents, coding, and tool use, with improvements in long-range reasoning, coding capabilities, and agentic workflows, aimed primarily at enterprise needs.
  • OpenAI is becoming the most valuable private company due to significant share sales, highlighting both its rising valuation and the increasing importance of monetization strategies to maintain a competitive edge.
#221 - OpenAI Codex, Gemini in Chrome, K2-Think, SB 53

#221 - OpenAI Codex, Gemini in Chrome, K2-Think, SB 53

Duration: 00:47:01
October 7, 2025
  • Medra AI is building physical AI infrastructure for life sciences, using robotics in labs to generate experimental data and accelerate the discovery of cures.
  • OpenAI and Microsoft are seemingly lessening their reliance on one another, with Microsoft integrating Anthropic's models into Office 365 while OpenAI is working with Oracle and others on alternative cloud and compute capabilities.
  • Several companies like Figure AI, Unitree and others are seeing a surge in funding and interest pushing the cost of humanoid robotics hardware down to the point where it is more accessible to research labs.
#221 - OpenAI Codex, Gemini in Chome, K2-Think, SB 53

#221 - OpenAI Codex, Gemini in Chome, K2-Think, SB 53

Duration: 00:47:01
September 23, 2025
  • The release of GPT-4 CodeX signals OpenAI's intent to compete with Anthropic's Claude Code in the coding assistant space, potentially attracting developers dissatisfied with Claude's infrastructure issues.
  • Google's integration of Gemini into Chrome reflects the trend of embedding chatbots directly into software, offering users AI assistance within their browsing experience and potentially giving Google a competitive edge.
  • Venture capital continues to heavily invest in humanoid robotics, as evidenced by Figure AI's major funding round and Unitree's IPO plans, driving hardware development and lowering the cost of humanoid platforms.
#220 - Gemini 2.5 Flash Image, Claude for Chrome, DeepConf

#220 - Gemini 2.5 Flash Image, Claude for Chrome, DeepConf

Duration: 00:52:43
September 1, 2025
  • Google's Gemini 2.5 Flash Image and Genie 3 models demonstrate a new level of sophistication in image editing and world understanding, potentially impacting software like Adobe Photoshop.
  • Anthropic and other companies are developing AI-powered browser solutions and agents, raising the question of what a true AI-native browser would look like and how it would change user interaction.
  • A Stanford study suggests that generative AI adoption is disproportionately affecting job prospects for younger workers in AI-exposed fields such as software development and customer service.
#219 - GPT 5, Opus 4.1, OpenAI's Open Source, Astrocade

#219 - GPT 5, Opus 4.1, OpenAI's Open Source, Astrocade

Duration: 01:48:33
August 11, 2025
  • OpenAI released GPT-5, integrating previous models into a single system and improving reliability.
  • Anthropic's revenue is rapidly increasing, driven by growing adoption of their LLMs for coding and other enterprise use cases.
  • A recent report shows the growing prevalence of AI-driven cyber security, highlighting potential vulnerabilities.