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US vs. China: Why Trust Will Win the AI Race | GPT-5.2 & Anthropic IPO w/ Emad Mostaque, Salim Ismail, Dave Blundin & Alexander Wissner-Gross | EP #214
Duration: 02:00:43
December 9, 2025
- China is accelerating its push for AI independence from Nvidia by planning to triple its output of domestically produced accelerators.
- Advancements in AI are enabling models to have significantly larger context windows, approaching a trillion tokens, which could revolutionize reasoning capabilities.
- The increasing sophistication and capability of AI are driving intense competition among major tech players, leading to rapid model advancements and a "rat race" for AI dominance.

Unlocking AGI: How Life Changes for Everyone w/ Jack Hidary, Salim Ismail & Dave Blundin | EP #213
Duration: 00:32:05
December 6, 2025
- The convergence of AI and quantum computing is predicted to unlock new societal capabilities and business impacts within the next four to five years, with 2030 being a key year for significant transformation.
- Anticipated energy abundance, driven by advancements in nuclear, solar, and battery technology, will fundamentally reshape global economics, reduce conflict, and improve quality of life through applications like desalinization and enhanced healthcare.
- The rapid advancement and declining cost of humanoid robots, coupled with sophisticated AI software, suggest a future where robots will significantly impact industries like logistics and healthcare, with potential for broader societal integration.

Our Updated AGI Timeline, 57% Job Automation Risk, and Solving the US Debt Crisis w/ Naveen Jain, Salim Ismail & Alexander Wisner-Gross | EP #212
Duration: 02:03:46
December 4, 2025
- Anthropic is treating its frontier AI models as "moral clients," with the potential for personhood, raising questions about who chooses these values and the implications of diverse moral frameworks in AI.
- The AI industry is experiencing intense competition among frontier labs, leading to rapid advancements and potentially the development of superintelligence, while also sparking discussions about the ethical integration of AI into society and its impact on human life.
- AI's increasing capabilities are automating a significant portion of current work, necessitating a shift towards "AI fluency" and a focus on "learning to learn" to adapt to an economy experiencing hypergrowth driven by AI.

Claude Opus 4.5, White House "Genesis Mission" & Amazon's $50B AI Push w/ Emad Mostaque, Salim Ismail, Dave Blundin & Alexander Wissner-Gross | EP #211
Duration: 01:28:52
November 26, 2025
- The US government has launched the Genesis mission, a "Manhattan Project" for AI, aiming to unite massive federal data sets and supercomputers to accelerate scientific discovery across fields like biotech and quantum computing.
- Anthropic's Claude 4.5 Opus demonstrates significant advancements in AI performance, achieving remarkable efficiency, outperforming human engineers on coding benchmarks, and paving the way for recursive self-improvement.
- The podcast highlights the rapid commoditization of accelerated compute, with Google's new TPUs and Amazon's Tranium chips challenging Nvidia's dominance and driving down the cost of intelligence.

AI Roundtable: What Everyone Missed About Gemini 3 w/ Salim Ismail, Dave Blundin & Alexander Wissner-Gross | EP #209
Duration: 01:32:16
November 20, 2025
- Gemini 3 represents a significant leap in AI capabilities, enabling dynamic UI generation and agentic tasks that act on the user's behalf, fundamentally changing how we interact with software.
- The advent of AI agents managing complex economic simulations, as demonstrated by the vending machine benchmark, showcases AI's potential as autonomous economic actors capable of running businesses with zero human employees.
- The rapid advancement and "saturating" of AI benchmarks signal an imminent era where AI can directly tackle and solve humanity's hardest problems in fields like math, science, engineering, and medicine.

The AI Wealth Gap: Why 40x Deflation Changes Everything w/ Dave Blundin, Salim Ismail, Dr. Alex Wissner-Gross | EP #208
Duration: 01:49:00
November 17, 2025
- Anthropic is outperforming OpenAI in the enterprise LLM API market, driven by a strategic focus on code generation, and is projecting significant revenue and cash flow by 2028.
- Fei-Fei Li's World Labs has unveiled world-generating AI models that create immersive virtual environments using 3D Gaussian splats, offering a more computation-efficient approach than pixel-wise generation and opening new avenues for synthetic data and robotics training.
- A new method allows AI models to "forget" memorized data without losing reasoning skills, which is more about improving generalization capabilities by identifying and potentially pruning weights representing memorized knowledge rather than solely for enterprise privacy.

Solana Founder: Crypto is About to change Finance Like the Internet Changed Everything Else w/ Anatoly Yakovenko, Dave Blundin, Salim Ismail & Alexander Wissner-Gross | EP #204
Duration: 01:46:50
October 30, 2025
- Solana is designed as an execution layer for markets, enabling high-speed transactions and smart contract execution that surpasses the capabilities of Bitcoin and Ethereum for rapid market activity.
- The convergence of AI and blockchain, particularly on platforms like Solana, is predicted to create an explosion of new, intelligence-driven markets and economic possibilities.
- The future of finance is envisioned as a single, global machine layer for all markets, powered by decentralized execution, where transaction costs approach zero by leveraging cryptography and minimizing intermediaries.

The Singularity is Here: AI is Solving Math, Sora Outpaces Chat-GPT & AI is Designing Chips w/ Salim Ismail, Dave Blundin & Alex Wissner-Gross | EP #201
Duration: 02:00:05
October 20, 2025
- The concept of the "singularity" is increasingly viewed not as a discrete event but as an ongoing, continuous process that is already underway, making past predictions about its timing seem less relevant.
- AI's accelerating capabilities, particularly in rigorously intellectual domains like mathematics, are seen as a precursor to solving complex problems across all physical sciences and engineering in the near future.
- The rapid advancement and adoption of AI are driving unprecedented economic growth and will fundamentally reshape industries, necessitating new economic and social models to manage widespread wealth creation and technological integration.

Money After AI: Meet the New Digital Dollar Built for the Internet "Stablecoins" w/ Jeremy Allaire, Emad Mostaque & Salim Ismail | EP #200
Duration: 01:30:26
October 16, 2025
- Stablecoins, like USDC, are defined as cryptocurrencies fully backed by fiat currency, offering stability and operating at internet speeds.
- The potential of stablecoins to maintain U.S. dollar dominance as the global reserve currency is explored, particularly in the context of evolving geopolitical and economic landscapes.
- The conversation delves into the future of economic operating systems, where AI agents are predicted to be the primary users of stablecoins for trillions of dollars in transactions.

OpenAI vs. Grok: The Race to Build the Everything App w/ Emad Mostaque, Dave Blundin & AWG | EP #199
Duration: 01:11:37
October 8, 2025
- Open AI Dev Day showcased staggering growth and new capabilities, including apps within Chat GPT, as they aim to become the "everything app."
- The podcast participants discussed the rapid increase in AI-generated tokens, predicting AI could soon surpass human speech in terms of token production.
- Discussion centered on the convergence of AI and robotics, highlighting breakthroughs in vision language action models and potential applications in industries like data center construction and waste recycling.




