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Weekly Recap: Mark Cuban, Kanye’s Wild Mansion Makeover, China Heads to the Moon, Money in Clipping
Duration: 01:36:54
August 23, 2025
- The rise of "clipping" long-form content creates new markets for generating promotional short videos, but requires careful consideration of brand standards to avoid negative virality.
- AI is increasingly used in video clipping, but currently lacks the "human ingenuity" needed to outperform on both views and brand alignment, suggesting that human expertise remains valuable.
- The discussion on Meta's Vision Pro revealed that its high price and limited compelling features have hindered sales, while there is a need to focus on making it the best movie-watching environment.
Weekly Recap: Sam vs. Elon, Cluely's Crazy Ad, UFC x Paramount, Apple's AI Robot
Duration: 02:00:15
August 16, 2025
- Elon Musk's claim of anti-trust behavior against Apple for favoring OpenAI in the app store rankings sparked debate regarding app store editorial decisions and ranking algorithms.
- The podcast explored monetization strategies for AI, highlighting Sam Altman's perspective on potential commission-based models and referencing the importance of maintaining user trust and ethical practices.
- A discussion of venture capital investment strategies involved a "slop vs. steel" debate regarding the value of high-margin software versus capex-intensive reindustrialization, ultimately questioning the revenue quality of different investment types and focusing on long-term sustainability and power.
Weekly Recap: GPT-5, Apple Sitting on $100B, Disney Enters The AI Race, Marc Andreessen
Duration: 02:26:10
August 9, 2025
- Microsoft's blockbuster earnings have cemented its status as one of the biggest winners in the artificial intelligence boom, due to its early investment in Open AI.
- A significant portion of Microsoft’s cloud growth stems from non-AI services, particularly infrastructure as a service (IaaS), as companies prepare for broader AI adoption.
- The podcast explores the competitive landscape, noting Microsoft's advantage with Open AI, while also examining Amazon's challenges and the potential strategies for Disney's AI integration.
Weekly Recap: Casey Neistat, OpenAI Cracks Math, The Future of ChatGPT, Apple x F1, Intel Layoffs
Duration: 02:20:49
July 26, 2025
- OpenAI and Google both achieved "gold medal level performance" on the International Math Olympiad, highlighting advancements and different technical approaches in AI reasoning.
- The podcast discusses whether to stream events to make announcements, with reream being mentioned as a useful live-streaming infrastructure to help companies with this "comm strategy".
- Casey Neistat is working wth Mod Retro to build electronics that retain a relationship with the past so they can "bridge generations" and will last longer than current consumer tech.
Weekly Recap: CEO Affair at Coldplay Concert, Elon Musk's AI Girlfriend, Cognition Acquires Windsurf
Duration: 02:33:25
July 19, 2025
- The Astronomer CEO's viral "kiss cam" incident sparked a discussion about appropriate workplace behavior and whether the event was a planned marketing stunt.
- The conversation explored the potential societal impacts of technology, specifically debating the role of "Find My Friends" in relationships and the ethical implications of AI companions on birth rates.
- The hosts analyzed the Cognition acquisition of Windsurf, examining the deal's fairness to all stakeholders amidst FTC scrutiny and the potential for other companies to learn from the chaotic process.
Weekly Recap: Grok 4 Launch, Texas Floods, Web Browser War, Top Signals, Meta Smart Glasses
Duration: 02:47:21
July 12, 2025
- The podcast discusses the controversy surrounding Rain Maker, a cloud seeding startup, after deadly floods in Texas, with CEO Augustus Jerico refuting any involvement and emphasizing adherence to weather service warnings.
- A ban on weather modification, proposed by Marjorie Taylor Greene, is examined, highlighting concerns about its impact on American farmers, ecosystems, and geopolitical competitiveness with countries like China investing heavily in these technologies.
- The recent launch of Grok 4, OpenAI's competitor's new AI model, was reviewed, including discussion regarding training methods, benchmark performance, and competition in a quickly growing field of frontier AI models.
Weekly Recap: The Soham Parek Drama, Meta Attacks OpenAI, Trump's Mega Bill
Duration: 03:13:14
July 5, 2025
- This podcast episode covers the breaking news of Soham Periq, who allegedly worked at multiple YC startups simultaneously, leading to widespread discussion and memes.
- The episode analyzes the ongoing AI talent war, detailing how Mark Zuckerberg poached top OpenAI researchers with lucrative compensation packages, triggering responses from OpenAI's leadership regarding company culture and strategy.
- Cloudflare's CEO, Matthew Prince, announced a new initiative that aims to compensate content creators by blocking AI crawlers from scraping their content without permission, drawing parallels with the shift from Napster to iTunes in the music industry.
Weekly Recap: Tesla Robotaxi, Mr. Beast's AI Tool, Yacine, The Social Network 2, Neuralink Update
Duration: 02:49:47
June 28, 2025
- Multiple sources reported on the launch of the Tesla AI robo taxi in Austin, Texas, emphasizing the smoothness and surreal quality of the driverless experience despite its current limitations in geoencing.
- The podcast hosts discussed The Social Network 2 script leak, focusing on the dialogue about open-source AI models and the rivalry between Meta and OpenAI, which they read live on the air.
- The hosts interviewed Dongjin "DJ" Kim, Director of Silicon Engineering at Neuralink, about reliable neural implants, emphasizing the development of a generalized I/O device and the company's focus on hardcore engineering talent and low-ego employees.
Weekly Recap | Elon's Starship Explodes, OpenAI's Defense Contract, Nvidia's Robots, We Test Cluely
Duration: 02:20:19
June 21, 2025
- SpaceX's Starship explosion during testing highlights the challenge of achieving reusable and scalable rocket systems for lunar and Martian missions, focusing on economic and industrial hurdles rather than just technical feasibility.
- Meta's investment in Luxottica, the owner of major eyewear brands, raises questions about potential exclusive control over iconic sunglass frames and the impact on brand diversity in the eyewear market.
- AI company Cluey recently raised $15 million, driven by the vision of building a world-changing product through both viral content and creating a desktop assistant that leverages AI to change the world in a meaningful way.
Weekly Recap | Elon vs. Trump, Ukraine's Drone Attack, Cluely Update & OpenAI CRO
Duration: 01:57:04
June 7, 2025
- The Ukraine drone attacks highlighted the innovative use of FPV drones for asymmetric warfare, particularly the "Operation Spiderweb" attack deep inside Russia.
- The interviewees discussed the implications of the Trump-Musk feud, touching upon NASA, Boeing, SpaceX, Tesla, and the broader space industry.
- An interview with Roy from Culie revealed surprising success with going viral on Instagram using a Snapchat format, with an aim to help people cheat on everything, and plans to scale that up to 1,000 content creators.