Ridealong has curated the best and most interesting podcasts and clips about OpenAI.
Top Podcast Clips About OpenAI
“… a product that we're seeing being built with the Vibe coding right now. I guess Claude's got people shaking. They've done, or specifically, it's got OpenAI shaken. They've added so much revenue. They've become such a darling. Jeremy, I see you smiling about this. This has become notable in the industry. Yeah, Jeremy? No, correct. I mean, it's funny. was at the founder retreat a few weeks ago and everyone was just talking about Claude Code. No one was mentioning anything else than Claude Code. What founder retreat was this? It was a Lightspeed event. Ah, Lightspeed. Okay, the Venture Caliber firm.”“… like let's cut all the side quests and focus on the market that's really, really going to matter. And I think that's going to be probably screwing multiple B2B and it's going to be heavy on code gen and powering just this like campaign explosion of a product that we're seeing being built with the Vibe coding right now. I guess Claude's got people shaking. They've done, or specifically, it's got OpenAI shaken. They've added so much revenue. They've become such a darling. Jeremy, I see you smiling about this. This has become notable in the industry. Yeah, Jeremy? No, correct. I mean, it's funny. was at the founder retreat a few weeks ago and everyone was just talking about Claude Code. No one was mentioning anything else than Claude Code. What founder retreat was this? It was a Lightspeed event. Ah, Lightspeed. Okay, the Venture Caliber firm.”View more
Ridealong summary
OpenAI learned a hard lesson: trying to do everything at once can backfire. As competitors like Anthropic's Claude Code focus on specific use cases, OpenAI is pivoting to prioritize code generation, a move that's already paying off. This shift is shaking the industry, highlighting the importance of strategic focus in AI development.
This Week in Startups·How 3 CEOs Use AI to Run $10B in Companies | This Week in AI·Apr 02, 2026
“… during the highest use hours, pull back some of the usage of Claude. You also had this story, F4, where Sora, the video generation site from OpenAI, has been completely, it's being completely shut down, ending in April. This was announced with a lot of fanfare. This was a central sort of core promise and achievement of OpenAI. The idea was that Sora was going to be a major part of their plans for the future. And now that is being shut down as well. Some of this, too, Sagar, speaks to the fact that the business models just haven't, as of yet, really panned out. It has a lot of similarities …”“… behind the scenes, why these decisions are being made, but we've got Claude Code users who are hitting usage limits faster than expected. And they're putting in some limits for people who are extensively using Claude, sort of trying to pull back, especially during the highest use hours, pull back some of the usage of Claude. You also had this story, F4, where Sora, the video generation site from OpenAI, has been completely, it's being completely shut down, ending in April. This was announced with a lot of fanfare. This was a central sort of core promise and achievement of OpenAI. The idea was that Sora was going to be a major part of their plans for the future. And now that is being shut down as well. Some of this, too, Sagar, speaks to the fact that the business models just haven't, as of yet, really panned out. It has a lot of similarities to the early Internet phase where you had all these websites and all this promise, and yet a lot of – and obviously the Internet worked down, and a lot of companies did make a lot of money. But in the early days, some of the business models didn't make any sense. And so what these AI companies needed was a lot of time and bandwidth and patience …”View more
Ridealong summary
AI companies are facing unprecedented challenges as usage limits are imposed on Claude Code and OpenAI's Sora video generation site is shutting down. These moves highlight a critical moment in the AI industry, reminiscent of the early Internet bubble, where business models are still unproven, and external pressures, like energy crises, could lead to a recession. The future of AI hangs in the balance as companies scramble for sustainable solutions amidst rising operational costs.
Breaking Points with Krystal and Saagar·4/2/26: US Allies Turn On Trump, Israel Takes Massive Fire, Iran War Ending US Dominance, AI Bubble·Apr 02, 2026
“… this deal with the Pentagon. And, you know, Eventually, they decided that there was a piece of that contract that they weren't going to go for, and OpenAI signed a contract instead. And then I think it was the day after they signed the contract, they started bombing Iran or something. It was a very bad look for Sam Altman at OpenAI, and they had plenty of things to be feeling bad about. I think it was literally later that day. Yeah, you're probably right. Yeah, it was very not long after, right? But then, of course, we have these stories. And I will say that prompted a whole campaign like, you …”“… desire to have a generative AI partner, you know, for military purposes. And before the Iran war started, we basically had all this reporting on whether Anthropic, you know, which makes the Claude, you know, chatbot LLM, was going to basically sign this deal with the Pentagon. And, you know, Eventually, they decided that there was a piece of that contract that they weren't going to go for, and OpenAI signed a contract instead. And then I think it was the day after they signed the contract, they started bombing Iran or something. It was a very bad look for Sam Altman at OpenAI, and they had plenty of things to be feeling bad about. I think it was literally later that day. Yeah, you're probably right. Yeah, it was very not long after, right? But then, of course, we have these stories. And I will say that prompted a whole campaign like, you know, drop open AI, start using Anthropic and Claude instead, like a consumer campaign, quit GPT, I think it was called. But then, of course, we started getting these stories about how the Pentagon was very reliant on Claude actually for this war. And as you're saying, for the target generation and things like that. So what are we seeing with the …”View more
Ridealong summary
The Pentagon's partnership with AI companies like OpenAI raises serious ethical concerns, especially after a controversial contract was signed just before military actions against Iran began. Despite consumer campaigns to switch to Anthropic's Claude, the reality is that both companies are deeply intertwined with military operations, revealing a troubling complicity in warfare. This highlights the stark choices tech companies face in their relationships with the military.
Tech Won't Save Us·Why Iran is Attacking Data Centers w/ Sam Biddle·Apr 02, 2026
“We have some huge news. This is from the OpenAI blog. OpenAI acquires TBPN, accelerating the global conversation about AI. This is not an April Fool's joke. April Fool's was yesterday. We didn't do anything for April Fool's Day. This is real. This is a very interesting deal. I think a lot of people will be interested in this. We're very excited about this. We have a bunch of context and information to share about how this changes things, what changes, what doesn't. I'm sure there's a million …”“We have some huge news. This is from the OpenAI blog. OpenAI acquires TBPN, accelerating the global conversation about AI. This is not an April Fool's joke. April Fool's was yesterday. We didn't do anything for April Fool's Day. This is real. This is a very interesting deal. I think a lot of people will be interested in this. We're very excited about this. We have a bunch of context and information to share about how this changes things, what changes, what doesn't. I'm sure there's a million questions. We're going to try and get to them all. But then we also have a huge normal show. Normal show. We've got Mark Lohr. That's the first thing that's not changing. TVPN is not going away. We're going to be live every day, three hours, as long as we want. We have a lot of flexibility. We're going to do a lot of interesting things. We got …”View more
Ridealong summary
OpenAI has officially acquired TBPN, marking a significant shift in how AI conversations will unfold globally. This acquisition aims to enhance OpenAI’s ability to foster constructive discussions around AI technology, bringing together influential voices in tech, business, and culture. With this strategic move, OpenAI is set to redefine communication standards in the rapidly evolving landscape of artificial intelligence.
“… engine, and an upgraded image creator, marking the most concrete evidence yet that the $3 trillion software giant intends to compete directly with OpenAI, Google, and other frontier labs on model development, not just distribution. The trio of models, MyTranscribe1, MyVoice1, and MyImage2 are available immediately through Microsoft Foundry and a new MyPlayground. They span three of the most commercially valuable modalities in enterprise AI, converting speech to text, generating realistic human voice, and creating images. Together, they represent the opening salvo for Microsoft's …”“Basically, ditto. Quoting VentureBeat, Microsoft on Wednesday launched three new foundational AI models it built entirely in-house, a state-of-the-art speech transcription system, a voice generation engine, and an upgraded image creator, marking the most concrete evidence yet that the $3 trillion software giant intends to compete directly with OpenAI, Google, and other frontier labs on model development, not just distribution. The trio of models, MyTranscribe1, MyVoice1, and MyImage2 are available immediately through Microsoft Foundry and a new MyPlayground. They span three of the most commercially valuable modalities in enterprise AI, converting speech to text, generating realistic human voice, and creating images. Together, they represent the opening salvo for Microsoft's superintelligence team, which Mustafa Suleiman formed just six months ago to pursue what he calls AI self-sufficiency. The announcement lands at a precarious moment for Microsoft. The company's stock just closed its worst quarter since the 2008 financial crisis as investors increasingly demand proof that hundreds of billions of dollars and AI infrastructure …”View more
Ridealong summary
Microsoft's new AI models signal a strategic pivot towards AI self-sufficiency, aiming to compete directly with industry leaders like OpenAI and Google.
Tech Brew Ride Home·SpaceX Is Ready For IPO Liftoff·Apr 02, 2026
“… East. And I think you know they taking that seriously It been interesting though I will say like I reached out to people at Anthropic and sources at OpenAI being like what do you think of the war in Iran Like what is top of mind for you right now On the whole people who are working in these companies in San Francisco are like what war Like they are just focused on what is happening here at home and do not seem to be paying an enormous amount of attention I don think that true for the executives but the rank and file are shrugging I a little surprised by that because a knock effect of all of this …”“… eyeing that region as a really lucrative place to begin doing business or expanding business. And I think that that, you know, is something that, for example, Dario Amadei said, like, hey, we should be wary about putting data centers in the Middle East. And I think you know they taking that seriously It been interesting though I will say like I reached out to people at Anthropic and sources at OpenAI being like what do you think of the war in Iran Like what is top of mind for you right now On the whole people who are working in these companies in San Francisco are like what war Like they are just focused on what is happening here at home and do not seem to be paying an enormous amount of attention I don think that true for the executives but the rank and file are shrugging I a little surprised by that because a knock effect of all of this is a stock market that is way down including tech companies have been really, really hit, down 20% in some cases. NVIDIA is really pretty far down. Meta. So I'm a little surprised in that I feel like the IPO climate is going to be less hospitable to a lot of these companies who are looking for that for their exit. And a lot of people who have or …”View more
Ridealong summary
Iran's threats against U.S. tech companies are causing stock prices to plummet, with some firms down 20%. While executives are concerned, many employees seem indifferent, only reacting when their financial interests are affected. As tensions escalate, the future for tech investments in the Middle East remains uncertain.
Uncanny Valley | WIRED·Iran Targets U.S. Tech; Polymarket’s Pop-up Flop; Trump's Plans for Midterms·Apr 02, 2026
“OpenAI has closed a deal to raise $122 billion at an $852 billion valuation, its largest funding round to date, as the company is expected to hit the public markets this year. The round will add to OpenAI's war chest as it spends enormous amounts of money on AI chips, data center, build-outs, and hiring top talent. About $3 billion came from individual investors via bank channels OpenAI also said it expanded its evolving credit facility to about …”“OpenAI has closed a deal to raise $122 billion at an $852 billion valuation, its largest funding round to date, as the company is expected to hit the public markets this year. The round will add to OpenAI's war chest as it spends enormous amounts of money on AI chips, data center, build-outs, and hiring top talent. About $3 billion came from individual investors via bank channels OpenAI also said it expanded its evolving credit facility to about billion supported by several of the top global banks The facility remains undrawn the company said which suggests it's bolstering its financial flexibility as it ramps spending on compute and infrastructure rather than responding to near-term liquidity needs. OpenAI included updates on revenue and user numbers, claiming it's generating $2 billion in …”View more
Ridealong summary
OpenAI has just raised a staggering $122 billion, signaling its ambition to dominate the AI landscape. With 900 million weekly active users and a rapidly growing revenue stream, OpenAI is positioning itself as the go-to interface for AI use. Meanwhile, Salesforce is enhancing Slack with 30 new AI features, transforming it into a powerful productivity tool that can summarize meetings and connect with external services.
TechCrunch Daily Crunch·An AI-heavy makeover coming to Slack·Apr 02, 2026
“I guess my question being how do you think a company like OpenAI would perform in the public markets say it goes public next year at a more than trillion dollar valuation what do you think would happen i have no idea i think if i knew that i wouldn be on a podcast frankly ed no insult to you um i think that it going to be incredibly hard for these companies to do quarterly earnings um anthropic added like 6 billion in ARR in February. And that's unprecedented and was based on new product traction with cloud …”“I guess my question being how do you think a company like OpenAI would perform in the public markets say it goes public next year at a more than trillion dollar valuation what do you think would happen i have no idea i think if i knew that i wouldn be on a podcast frankly ed no insult to you um i think that it going to be incredibly hard for these companies to do quarterly earnings um anthropic added like 6 billion in ARR in February. And that's unprecedented and was based on new product traction with cloud code, right? And the models. We could see multiple step function shifts like that this year because OpenAI is getting ready to release their next large model, SPUD, as it's called internally, which they are very much hyping behind the scenes. Anthropic. There was a big leak about Anthropic preparing its own suite of large models that are apparently …”View more
Ridealong summary
OpenAI faces a daunting challenge if it goes public at a trillion-dollar valuation, as the complexities of quarterly earnings could hinder its performance. With unprecedented growth in the AI sector and revolutionary products on the horizon, navigating public market expectations will be tough. The potential for rapid stock fluctuations adds another layer of uncertainty for investors.
Prof G Markets·Why So Bullish? Markets Cling to Iran Hopes·Apr 02, 2026
“… Meta's Hyperion AI data center will sprawl to four times the size of Manhattan Central Park. And there are quotes from people like inside of OpenAI who believe that they're not just building this like narrow technology that's a helpful blinking cursor. They want to build artificial general intelligence. And so what that means is being able to do that everything that a human mind can do. And the joke inside the company is like, we're going to cover the world in data centers and solar panels. They want to cover the world in essentially these big boxes that have huge clusters of NVIDIA chips …”“… able to finish a sentence with ChatGPT 2, like finish a paragraph and do like a coherent text, to GPT-3 could write full essays, to GPT-4 can pass the, you know, the bar exam or the MCATs to GPT 5.2, I believe was used to get a gold in the math Olympiad. Meta's Hyperion AI data center will sprawl to four times the size of Manhattan Central Park. And there are quotes from people like inside of OpenAI who believe that they're not just building this like narrow technology that's a helpful blinking cursor. They want to build artificial general intelligence. And so what that means is being able to do that everything that a human mind can do. And the joke inside the company is like, we're going to cover the world in data centers and solar panels. They want to cover the world in essentially these big boxes that have huge clusters of NVIDIA chips that then compute away and ultimately create something like a super intelligent God entity that they believe that they will use to own the world economy, make trillions of dollars and from a kind of ego religious intuition they will have built the god that supersedes and replaces humanity i know that sounds insane so let's we can slow that down …”View more
Ridealong summary
Are we on the brink of disaster with AI? Tristan Harris discusses how rapidly evolving AI technologies, like ChatGPT, are approaching human-level cognitive abilities and even surpassing them in strategic tasks. As companies like OpenAI aim to create artificial general intelligence, the potential implications for society and the economy are staggering and raise urgent ethical questions.
Modern Wisdom·#1079 - Tristan Harris - AI Expert Warns: “This Is The Last Mistake We’ll Ever Make”·Apr 02, 2026
“… the point now, it's a meme. The AI labs are all very aware of this and they relish in how good their pelicans riding a bicycle are. The other day, OpenAI released GPT 5.4 Mini and Nano at five different thinking levels that you could have them do low thinking, medium thinking, high thinking. So I did a grid of 15 pelicans riding bicycles for the three GPT 5.4 models across things. And sure enough, GPT 5.4 running at X high did draw the best pelican.”“… a pelican riding a bicycle is and how good they are at everything else. And nobody can explain to me why that is. But as I started looking at these things, I realized, wow, the better models really do draw better pelicans riding a bicycle. It's got to the point now, it's a meme. The AI labs are all very aware of this and they relish in how good their pelicans riding a bicycle are. The other day, OpenAI released GPT 5.4 Mini and Nano at five different thinking levels that you could have them do low thinking, medium thinking, high thinking. So I did a grid of 15 pelicans riding bicycles for the three GPT 5.4 models across things. And sure enough, GPT 5.4 running at X high did draw the best pelican.”View more
Ridealong summary
A unique benchmark for AI models shows that the ability to generate an SVG of a pelican riding a bicycle correlates with overall performance. This quirky test highlights how spatial reasoning impacts AI capabilities, making it a fun yet insightful measure of quality. It’s become a meme in the AI community, illustrating that better models produce better pelicans.
Lenny's Podcast: Product | Career | Growth·An AI state of the union: We’ve passed the inflection point, dark factories are coming, and automation timelines | Simon Willison·Apr 02, 2026
“… control all of the AI. So all the other companies have to deal with all the other coding agents and whatever have to deal with all the token costs, OpenAI and Anthropic and whatever, but you the one who has this sort of sticky interface because it where everyone is kicking things off from and where they recording all the information But you don have to pay for any of the actual tokens And it sounds like you adding a layer where you will have to pay for the tokens And you may prefer that And I think the reason you're saying is because a tighter integration between the two means you can do more …”“… Because before we did this interview, I didn't know about the linear agent. And I was sort of sitting here thinking, wow, this is the perfect business for this era because it's still SaaS. There's no AI token costs, but it is the place where you control all of the AI. So all the other companies have to deal with all the other coding agents and whatever have to deal with all the token costs, OpenAI and Anthropic and whatever, but you the one who has this sort of sticky interface because it where everyone is kicking things off from and where they recording all the information But you don have to pay for any of the actual tokens And it sounds like you adding a layer where you will have to pay for the tokens And you may prefer that And I think the reason you're saying is because a tighter integration between the two means you can do more interesting, more powerful things. How did you think about that from a business perspective, you know changing your margin profile that much i assume you know i don't know i don't know i don't know off the top of my head how much linear costs a month but i assume there's a lot of interesting discussion there about how adding in token costs change the …”View more
Ridealong summary
Linear's innovative integration of coding agents transforms product management by streamlining workflows and automating tasks. This approach eliminates the need for users to repeatedly provide context, allowing for a more natural interaction with AI tools. As they navigate potential token costs, Linear aims to maintain its focus on a specialized platform that enhances productivity without becoming overly generic.
AI and I·If SaaS Is Dead, Linear Didn't Get the Memo·Apr 01, 2026
“… in him and the best is probably yet to come. Sal, $1.75 trillion theoretically is what the company is targeting. We're also going to possibly see OpenAI and Anthropic list this year. So we could have essentially three, several hundred billion or trillion dollar IPOs this year. Is this a net positive for startup exits or is this an entirely different conversation than we'll be talking about when we discuss smaller company IPOs? Well, I mean, look, it's sort of like testing the limits of the term startup, right? The private markets have really developed over the past couple of years and is able …”“… call it what it is, Elon is the greatest, entrepreneur of this generation and easily top five of all time. Some people would argue number one, two, three, and I'll leave it up to other people to make that decision. But certainly, he's got 20 years left in him and the best is probably yet to come. Sal, $1.75 trillion theoretically is what the company is targeting. We're also going to possibly see OpenAI and Anthropic list this year. So we could have essentially three, several hundred billion or trillion dollar IPOs this year. Is this a net positive for startup exits or is this an entirely different conversation than we'll be talking about when we discuss smaller company IPOs? Well, I mean, look, it's sort of like testing the limits of the term startup, right? The private markets have really developed over the past couple of years and is able to support a company like SpaceX to this point is kind of wild. When it lists, it'll be one of the largest companies in the world. And as Jason points out, you might end up getting a company that is kind of an amalgam of all of Elon's industries, which looks almost like a parallel economy in itself. Yeah, it's kind of an insane. It's an insane …”View more
Ridealong summary
Elon Musk's SpaceX IPO could be one of the greatest wealth creation events in history, potentially valuing the company at $1.75 trillion. This moment not only promises liquidity for investors but also empowers new founders to take risks and innovate, benefiting the entire startup ecosystem. The IPO opens doors for young investors, making Musk's ambitious ventures accessible to a new generation.
This Week in Startups·Venture Roundtable: SpaceX IPO, AI's PR Crisis, and the Defense Tech Bubble | E2270·Apr 01, 2026
“… I've been really looking forward to it. What I wanted to start with, actually, is I was just like thinking about this last night. And you joined OpenAI in 2018. And then like four years, you know, it was like research lab. You guys are like beating Dota. And then like four years in, like chat GBT launches. And then it's like this whirlwind that's been, I guess, like three years. But I'm sure it feels like a lot more. I was just curious if you could like share your narrative or recollection of like what the journey has been like and like what are like the chapters like what's just your …”“… the intro. All right. So, Brad, thanks for doing this with us. I'm excited. Yeah, me too. Do you have enough drinks? Would you like one more? Well, yeah, I'll take whatever I can get. We can load up. Well, I really appreciate you making time for this. I've been really looking forward to it. What I wanted to start with, actually, is I was just like thinking about this last night. And you joined OpenAI in 2018. And then like four years, you know, it was like research lab. You guys are like beating Dota. And then like four years in, like chat GBT launches. And then it's like this whirlwind that's been, I guess, like three years. But I'm sure it feels like a lot more. I was just curious if you could like share your narrative or recollection of like what the journey has been like and like what are like the chapters like what's just your experience been like as you like look back on this so far. Yeah, chapters is the right word. It's the kind of journey of open AI, which I think tracks the journey of AI as a field, as an industry, has kind of been broken up into these weird periods. Like when I joined, it was no one had really heard of open AI. Our work was relegated mostly to kind of …”View more
Ridealong summary
OpenAI has evolved from a niche research lab to a powerhouse in AI technology, with its journey mirroring the industry's growth. Brad Lightcap, COO of OpenAI, reflects on his unexpected path from CFO to a key player in AI's rapid advancements, highlighting the pivotal moments that shaped the organization. This transformation showcases how scaling laws in AI have led to groundbreaking developments and widespread recognition.
Uncapped with Jack Altman·Uncapped #46 | Brad Lightcap from OpenAI·Apr 01, 2026
“… well in six months you know we know what we need to do in fact it's too short right like these are the things about two years I recently asked OpenAI on what they see in two years. They're like, oh, that's too long. Let's talk six months. But in context with everything, right? For them, they're trying to reinvent that future. And sometimes things are changing too fast there from that context. But from their business, we know what business result we want to drive. We know what project we need to execute, right? To me, that's pretty much lock and load. It just requires good execution, right? …”“… right right now is the most so many people including me see it's an unprecedented time with growth how do you look around the corner what do you see around your corner right now like what will be coming maybe not even two years but even in six months well in six months you know we know what we need to do in fact it's too short right like these are the things about two years I recently asked OpenAI on what they see in two years. They're like, oh, that's too long. Let's talk six months. But in context with everything, right? For them, they're trying to reinvent that future. And sometimes things are changing too fast there from that context. But from their business, we know what business result we want to drive. We know what project we need to execute, right? To me, that's pretty much lock and load. It just requires good execution, right? Good adjustment along the way. To me, 18 to 24 months out is my job to look at while my team is worrying about the six-month problem, right? And so, for example, there are many areas that we need to clean up, right? There's the data ecosystem that's been old and, you know, same problem we saw at Uber too. You know, something changed upstream, break …”View more
Ridealong summary
In the fast-paced tech world, complacency can lead to failure. Thuan Pham, former CTO of Uber, emphasizes that engineers must continuously evolve and leverage tools like AI effectively to avoid falling behind. He shares insights on building high-performance teams and looking ahead to ensure success in a rapidly changing environment.
The Pragmatic Engineer·Scaling Uber with Thuan Pham (Uber’s first CTO)·Apr 01, 2026
“… engines is users. They need to continue having more users and they need to have those users spend more time on the platform. And the truth is, OpenAI is actually losing market share right now because there are other competitors like Anthropic, like Google, that are starting to eat their lunch. And so as they experience all of these pressures from competitors and they experience just like the dire need for more cash flow, So they keep flip on decisions to try and figure out what is going to make their product more engaging more sticky and more addictive To that end I mean you talked about how …”“… shopping experience into ChatGPT. They've announced that they are going to build some kind of hardware device. They're just spraying the market with various different ideas. And a core part of being able to then make all of these into revenue generation engines is users. They need to continue having more users and they need to have those users spend more time on the platform. And the truth is, OpenAI is actually losing market share right now because there are other competitors like Anthropic, like Google, that are starting to eat their lunch. And so as they experience all of these pressures from competitors and they experience just like the dire need for more cash flow, So they keep flip on decisions to try and figure out what is going to make their product more engaging more sticky and more addictive To that end I mean you talked about how AI is essentially showing us that like surveillance capitalism moving into its most extreme form. And as I've been reporting my own book, like, I'm curious, now that we're at a place where it's in people's emotional lives, their relationships, their mental health struggles. They're putting ads in the chat GPT. Have we just like morphed into a, …”View more
Ridealong summary
AI is transforming into an extreme form of surveillance capitalism, with companies like OpenAI now monetizing user data more aggressively than ever. As competitors gain ground, OpenAI is pressured to engage users deeply, leading to unsettling practices that challenge our trust in technology. This trend raises questions about the ethics of using AI for connection while exploiting personal data.
There Are No Girls on the Internet·Sam Altman Isn’t Building a Company, He’s Building an Empire (with Karen Hao)·Mar 31, 2026
“… and Adobe. Light LLM provides an open source Python SDK and Python fast API server that allows calling 100 plus more than 100 LLM APIs Bedrock Azure OpenAI Vertex AI Cohere Anthropic and on and on in the OpenAI format They said we've raised a 1.6 million seed round from Y Combinator, Gravity Fund, and Pioneer Fund. Over at GitHub, the about paragraph for Lite LLM says, Python SDK proxy server, parens AI gateway to call more than 100 LLM APIs in OpenAI or native format with cost tracking, guardrails, load balancing and logging. Then they say they enumerate some bedrock, Azure, OpenAI, Vertex AI, …”“And they wrote, trusted by companies like Rocket Money, Samsara, Lemonade, and Adobe. Light LLM provides an open source Python SDK and Python fast API server that allows calling 100 plus more than 100 LLM APIs Bedrock Azure OpenAI Vertex AI Cohere Anthropic and on and on in the OpenAI format They said we've raised a 1.6 million seed round from Y Combinator, Gravity Fund, and Pioneer Fund. Over at GitHub, the about paragraph for Lite LLM says, Python SDK proxy server, parens AI gateway to call more than 100 LLM APIs in OpenAI or native format with cost tracking, guardrails, load balancing and logging. Then they say they enumerate some bedrock, Azure, OpenAI, Vertex AI, Cohere, Anthropic, SageMaker, HuggingFace, VLLM, NVIDIA, NIM. OK, so the Light LLM site itself largely echoes this and highlights a couple of testimonials. It quotes David Lean, a Netflix staff software engineer who says of Light LLM, has let my team provide the latest LLM models to our users, usually within a day of them being released. Without …”View more
Ridealong summary
Light LLM is revolutionizing AI integration by providing a universal API that connects over 100 different language models seamlessly. This innovation allows developers to switch between models without extensive recoding, saving them valuable time and resources. As AI technology rapidly evolves, Light LLM positions itself as a crucial tool for developers navigating this chaotic landscape.
“… and announced that they had signed an agreement with the Department of War on the same night that the ultimatum came to pass, it did not go well for OpenAI. There was a 775% surge in one-star reviews for ChatGPT, and Claude made it to number one in the App Store for the first time ever. Now, that situation is obviously far from resolved, but you can see that there is some pretty clear political resonance around these AI issues. Now, another area where AI politics grew in stature this quarter was around the politics of data centers. We had started to get some glimpses of this towards the end of …”“… before. Anthropic did not comply. They were designated a supply chain risk. Anthropic sued. The legal battle continued. Claude continued to be used in the war in Iran. And everything is just a mess with that situation. When ChatGPT stepped in and announced that they had signed an agreement with the Department of War on the same night that the ultimatum came to pass, it did not go well for OpenAI. There was a 775% surge in one-star reviews for ChatGPT, and Claude made it to number one in the App Store for the first time ever. Now, that situation is obviously far from resolved, but you can see that there is some pretty clear political resonance around these AI issues. Now, another area where AI politics grew in stature this quarter was around the politics of data centers. We had started to get some glimpses of this towards the end of last year, as a number of smaller campaigns at the state and congressional level began to focus in on data center-related issues. Ultimately, this led to President Trump getting all the hyperscalers to agree to promises to make sure that Americans wouldn't foot the bill for the infrastructure build-out, either directly or in the form of higher …”View more
Ridealong summary
OpenClaw's rapid evolution and integration into Anthropic's Claude AI highlights a convergence in AI strategies, with Anthropic expanding outward and OpenAI consolidating inward.
OpenAI and Anthropic are converging towards similar core strategies despite their different starting points, highlighting a shift in AI development focus.
Anthropic is rapidly closing the revenue gap with OpenAI, becoming the new enterprise default for AI agents.
The AI Daily Brief: Artificial Intelligence News and Analysis·The State of AI Q2: AI's Second Moment·Mar 30, 2026
“… Julie Black getting the scoop of the day? She says, new funding, new model, new policy push. I think it's a scoop. She says, exclusive, exclusive. OpenAI preps policy push. She says, OpenAI will begin releasing a series of policy proposals next week It's meant to spark conversation about how to rethink the social contract. It's going to be an interesting year.”“… at this point. That's a big factor, right? You have the biggest companies in the world investing tens of billions of dollars into single companies. And so, of course, the chart looks insane because this is the largest private financing ever. Yeah. Is Julie Black getting the scoop of the day? She says, new funding, new model, new policy push. I think it's a scoop. She says, exclusive, exclusive. OpenAI preps policy push. She says, OpenAI will begin releasing a series of policy proposals next week It's meant to spark conversation about how to rethink the social contract. It's going to be an interesting year.”View more
Ridealong summary
OpenAI is set to release a series of groundbreaking policy proposals aimed at reshaping the social contract around artificial intelligence. This initiative comes on the heels of a massive spike in venture capital funding, signaling a pivotal moment for the industry. With major tech companies investing billions, the conversation about AI's future is about to intensify.
“levels in over a decade Now let shift gears and talk about OpenAI They just closed a billion funding round which is one of the largest in history and it values the company at billion making them the most valuable private company in the world OpenAI had a ton of investors for this funding round. NVIDIA put in $30 billion, SoftBank put in $30 billion, and Amazon has committed up to $50 billion. Other investors include Andreessen Horowitz, TPG, T. Rowe Price. And for the first time ever, OpenAI also let …”“levels in over a decade Now let shift gears and talk about OpenAI They just closed a billion funding round which is one of the largest in history and it values the company at billion making them the most valuable private company in the world OpenAI had a ton of investors for this funding round. NVIDIA put in $30 billion, SoftBank put in $30 billion, and Amazon has committed up to $50 billion. Other investors include Andreessen Horowitz, TPG, T. Rowe Price. And for the first time ever, OpenAI also let individual retail investors participate, raising over $3 billion through Backchannels and Cathie Wood's ARK Investment ETF. OpenAI needs all the money that they can get right now because building leading AI models is expensive. OpenAI is committed to spending more than $1.4 trillion in AI infrastructure, including data centers and chips, over the next …”View more
Ridealong summary
OpenAI's massive funding round positions it as the most valuable private company globally, with strategic investments from major players like NVIDIA and Amazon fueling its rapid growth and infrastructure expansion.
The Rundown·Nike Stock Slides on Weak Outlook, OpenAI Raises $122 Billion·Apr 01, 2026
“… matter who wins if everyone dies. Musk responded the next morning at 3.52 a.m. He confronted Brockman with a proposal that recalled Pichai's pitch. OpenAI should spin into Tesla. Initially, OpenAI's team could accelerate Tesla's development of autonomous vehicles. Next, it could use the profits from self-driving cars to fund its AGI moonshot. Tesla is the only path that could even hope to hold a candle to Google Musk declared Even then the probability of being a counterweight to Google is small it just isn zero Back in 2014 Musk had Skyped Hasebis from a closet in LA proposing that Tesla or …”“… it, but at what cost? Right? All seven co-founders. Oh, true, true, true. That's what you're referring to. Got it. Anyways, from the book, pushing back against Musk's obsession with the race against Google and DeepMind, Brockman added, it doesn't matter who wins if everyone dies. Musk responded the next morning at 3.52 a.m. He confronted Brockman with a proposal that recalled Pichai's pitch. OpenAI should spin into Tesla. Initially, OpenAI's team could accelerate Tesla's development of autonomous vehicles. Next, it could use the profits from self-driving cars to fund its AGI moonshot. Tesla is the only path that could even hope to hold a candle to Google Musk declared Even then the probability of being a counterweight to Google is small it just isn zero Back in 2014 Musk had Skyped Hasebis from a closet in LA proposing that Tesla or SpaceX should absorb DeepMind. Almost exactly four years later, the new version of this proposal played into Altman's hands. It proved Musk's power hunger. With little difficulty, Altman now persuaded Brockman and Suskever to take his side. Together, the three told Musk that OpenAI would not attach itself to Tesla. At an all-hands meeting on the top …”View more
Ridealong summary
Elon Musk once proposed that OpenAI should merge with Tesla to accelerate the development of autonomous vehicles and fund artificial general intelligence (AGI). This came after a failed attempt to absorb DeepMind, revealing Musk's ongoing obsession with competing against Google. The proposal was rejected, leading Musk to storm out of an OpenAI meeting, declaring the need for speed in AI development.
TBPN·AI Is Coming for Your Memes, Axios NPM Package Compromised, Claude Code Source Code Leak | Alex Pruden, Qasar Younis, Sebastian Mallaby, Forrest Heath, Dino Mavrookas, Will Ahmed, Jannick Malling, Ryan Daniels, Chris Yu·Mar 31, 2026
“… and this company I probably couldn't interview and get into. So let's say that, you know, use a proverbial example of my startup, got acquired by OpenAI. I ended up in a side role, not a core role. But OpenAI is a great company. I'd never be able to interview and get in there. Now I'm trying to ask myself, should I stay at OpenAI and try to find my way through and maybe make some money along the way? And my answer is, well, yeah, it might be worth it because you only get one shot. If you leave, you can't come back in in this narrative. So that's a factor in this person's discussion. It's like, …”“… and eventually find my way to an interesting role And why that matters is you have to do the calculation like the role might be poor but the company might be good And in this example, the individual might have found that, hey, I'm being paid well and this company I probably couldn't interview and get into. So let's say that, you know, use a proverbial example of my startup, got acquired by OpenAI. I ended up in a side role, not a core role. But OpenAI is a great company. I'd never be able to interview and get in there. Now I'm trying to ask myself, should I stay at OpenAI and try to find my way through and maybe make some money along the way? And my answer is, well, yeah, it might be worth it because you only get one shot. If you leave, you can't come back in in this narrative. So that's a factor in this person's discussion. It's like, I found myself in this role five months in, the acquisition's over. If the company's good, you might want to wait it out and see if you can, you know, cream rises to the top and all. But if the company's not a company that you're excited about and the role's not exciting, then I would not worry about the tenure, especially given you went through an …”View more
Ridealong summary
Staying at a company post-acquisition can be a strategic decision if the company is strong, even if the new role isn't ideal. Many professionals face this dilemma, weighing the value of tenure against skill development and future opportunities. The key is to prioritize personal growth and marketability over mere optics of staying for a year.
The Skip Podcast·How to Navigate Org Drama·Apr 01, 2026
“… we are quite obviously making that work. episode of the podcast that's coming out, I think today as we're talking, is with the head of health at OpenAI. And I can tell you from personal experience, latest models are absolutely on the level of attending physicians. My son, unfortunately, has had cancer over the last few months. He seems to be very much on track to be cured and be all better, which is fantastic. And I probably wouldn't be here talking to you if that wasn't the case. But I've had occasion to really use the latest models intensively in a medical context, and they're absolutely on …”“… works. And that's definitely easier in some areas than in others. And so we do see in areas where it's easy, like math and programming, we see fast progress there relative to things where it's harder to get a clear reward signal. But still, I think we are quite obviously making that work. episode of the podcast that's coming out, I think today as we're talking, is with the head of health at OpenAI. And I can tell you from personal experience, latest models are absolutely on the level of attending physicians. My son, unfortunately, has had cancer over the last few months. He seems to be very much on track to be cured and be all better, which is fantastic. And I probably wouldn't be here talking to you if that wasn't the case. But I've had occasion to really use the latest models intensively in a medical context, and they're absolutely on the level of the attending physicians. They know a lot more than the residents, and they really are step for step with the most senior doctors at the hospital. How is that happening? Well, they've worked with 250-plus human doctors closely at OpenAI to create training data, to grade, etc., etc., etc. But now their latest models are also …”View more
Ridealong summary
Recent advancements in AI have led to models that outperform human doctors in evaluating medical outputs. This breakthrough is a result of extensive training with over 250 medical professionals and represents a significant shift in the capabilities of AI in healthcare. As these models cross critical thresholds, they demonstrate the potential to revolutionize various domains by providing objective assessments and insights.
"The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis·Success without Dignity? Nathan finds Hope Amidst Chaos, from The Intelligence Horizon Podcast·Apr 01, 2026
“… the last couple of weeks. And now we might have the answer why. Typically, major AI labs, the last public bit of information that we had was from OpenAI's 2025 run of a major model. They dedicated 30% of their available compute to a training run. Now, the rumors state that for Claude Mythos, they've dedicated even more. And that's like the major architectural breakthrough that they've made. If they've done that, that might be the reason why we aren't being able to use the best version of Claude as consumers, because they're too busy using the compute to train the next step or tier in model. I …”“… weekend and Clawed servers basically went down or were majorly impaired. There were a bunch of different outages. People were reporting very, very reduced quality in their interactions with Clawed. And this has been kind of like a repeating trend over the last couple of weeks. And now we might have the answer why. Typically, major AI labs, the last public bit of information that we had was from OpenAI's 2025 run of a major model. They dedicated 30% of their available compute to a training run. Now, the rumors state that for Claude Mythos, they've dedicated even more. And that's like the major architectural breakthrough that they've made. If they've done that, that might be the reason why we aren't being able to use the best version of Claude as consumers, because they're too busy using the compute to train the next step or tier in model. I don't know if this is a good or bad thing, but one thing it definitely screams at me is we need a ton more compute. Big time. And it's amazing to think about how far we've come just in the last three months leading up to this moment here. I mean, when you think about over the winter break is when people really start to take vibe coding seriously. …”View more
Ridealong summary
The leak of Anthropic's Claude Mythos model reveals both groundbreaking AI capabilities and significant cybersecurity risks, highlighting the dual-edged nature of advanced AI development.
The leak of Anthropic's Claude Mythos model highlights both its groundbreaking capabilities and the significant cybersecurity risks it poses, preventing its public release.
Anthropic's Claude Mythos model is set to significantly enhance AI capabilities, but it demands a massive increase in compute resources.
The leak of Anthropic's Claude Mythos model reveals a step change in AI performance but also highlights significant cybersecurity risks that prevent its public release.
OpenAI's discontinuation of Sora and focus on a new model, Spud, suggests a strategic consolidation to streamline their offerings and prepare for a potential IPO.
The AI industry's rapid advancements are marked by significant internal challenges and competitive tensions, with companies like OpenAI and Google making bold claims about breakthroughs while struggling with resource allocation and operational hiccups.
Anthropic's Claude AI is facing growing pains due to compute-intensive model training, impacting current user experience but potentially leading to significant future advancements.
OpenAI's new model developments are both a strategic leap to outpace competitors and a maneuver to boost their valuation ahead of a potential IPO.
OpenAI and Anthropic are in a fierce race to outdo each other with massive AI models, but this could be more about boosting their profiles ahead of potential IPOs than genuine technological advancement.
The Anthropic Claude Mythos leak reveals a model so advanced it's considered a cybersecurity threat, highlighting the risks of rapid AI advancements.
The rapid evolution of AI models is causing significant growing pains, with compute limitations impacting user experience and highlighting the urgent need for more resources.
Limitless Podcast·Claude Mythos: Anthropic's Leak That's Too Dangerous to Release·Mar 31, 2026
“… very short amounts of time that are able to get popular very quickly. I think the other thing that happened in AI this quarter is Sora launched from OpenAI. Again, we saw like these cameos of creators like Jake Paul and people using each other's faces. And it was a social feed of AI video. And at the end of this quarter, about two weeks ago, they announced they were killing the app, shutting it down. So some stats around Sora, the burn rate was roughly a million dollars a day to run this thing, to run this app. Their peak users were around a million and collapsed to under half a million by the …”“… franchise. This is new IP that was the thing that went viral, not just a moment. And I think that's what's interesting here. And that's what we're going to see more of because of AI video. We will see people build entire worlds and franchises in very short amounts of time that are able to get popular very quickly. I think the other thing that happened in AI this quarter is Sora launched from OpenAI. Again, we saw like these cameos of creators like Jake Paul and people using each other's faces. And it was a social feed of AI video. And at the end of this quarter, about two weeks ago, they announced they were killing the app, shutting it down. So some stats around Sora, the burn rate was roughly a million dollars a day to run this thing, to run this app. Their peak users were around a million and collapsed to under half a million by the time of the shutdown. They saw a download decline of 66%. So 66% drop from November 2025 to February 2026. And the biggest news around this was that there was a Disney deal attached to this, that Disney had given their IP, licensed their IP to Sora, and they were set to invest over a billion dollars into OpenAI. And that was a really big deal to go, …”View more
Ridealong summary
AI video platforms are struggling to find their place, as seen with Sora's rapid rise and fall. Despite a billion-dollar deal with Disney, Sora couldn't maintain user interest and shut down within months. This highlights a crucial insight: while creating AI video is fun, consuming it often feels like an inside joke, limiting its broader appeal.
The Colin and Samir Show·3 Trends Reshaping the Creator Economy in 2026·Apr 01, 2026
“… robot blanks. Like pitchers. Like machines that fired balls. No, they're not using pitching machines. They're using robot umpires. Oh. This week, OpenAI said they were shutting down Sora, their app that creates AI-generated blanks. Like girlfriends, boyfriends. I was about to say you wish, but I wouldn't say that to you. Videos. On Thursday, the IOC announced a new policy that effectively bans blank athletes from competing in women's events. Transgender. Right. This week, the FDA cited the makers of a product called Blank for not disclosing that it contained an erectile dysfunction drug. What? …”“How many then does Adam Burke need to win? Adam needs five to win. All right. Here we go, Adam. This is for the game. Fill the blank on Wednesday. The season opener with the New York Yankees featured robot blanks. Like pitchers. Like machines that fired balls. No, they're not using pitching machines. They're using robot umpires. Oh. This week, OpenAI said they were shutting down Sora, their app that creates AI-generated blanks. Like girlfriends, boyfriends. I was about to say you wish, but I wouldn't say that to you. Videos. On Thursday, the IOC announced a new policy that effectively bans blank athletes from competing in women's events. Transgender. Right. This week, the FDA cited the makers of a product called Blank for not disclosing that it contained an erectile dysfunction drug. What? The name of the product that secretly included an erectile dysfunction drug was Blank. Was it her chicken nuggets? No, it was called Boner Bear Honey. On Tuesday, late night host Blank said that he is co-writing the next film in the Lord of the Rings franchise. Stephen Colbert. Right. After a four-year break, K-pop superstars Blank released a new …”View more
Ridealong summary
In this hilarious segment, the panel plays a fill-in-the-blank game that leads to some outrageous answers, including the revelation of 'Boner Bear Honey' containing an erectile dysfunction drug. The absurdity escalates as a French sailor accidentally reveals his aircraft carrier's location on Strava, tagging it with a cheeky comment. The comedic timing and unexpected twists keep listeners laughing throughout.
Wait Wait... Don't Tell Me!·We meet America's robo-teachers and take a nap in coach·Mar 28, 2026
“Following OpenAI's Sora exit last week, Google Today said it's committed to offering video generation while announcing VO3.1 Lite. VO3.1 Lite slots under VO3.1 Fast, with VO3.1 remaining at the top. The new offering is Google's most cost-effective video model. Meant for high-volume video applications, this model supports text-to-video and image-to-video, as well as 720 or 1080p resolutions with landscape 16x9 and portrait 9x16 aspect ratios. It offers the same …”“Following OpenAI's Sora exit last week, Google Today said it's committed to offering video generation while announcing VO3.1 Lite. VO3.1 Lite slots under VO3.1 Fast, with VO3.1 remaining at the top. The new offering is Google's most cost-effective video model. Meant for high-volume video applications, this model supports text-to-video and image-to-video, as well as 720 or 1080p resolutions with landscape 16x9 and portrait 9x16 aspect ratios. It offers the same generation speed as VO3.1 Fast. On the pricing front, it is less than 50% of the cost of VO3.1 Fast, which is getting a price cut on April 7th. VO 3.1 Lite is rolling out today on the Gemini API and Google AI Studio. Google ends the announcement with the following note. Our commitment to making video generation more available to developers doesn't …”View more
Ridealong summary
Google's latest video generation model, VO3.1 Lite, promises to reshape the landscape of video creation by offering high-quality output at less than half the cost of its predecessor. This model supports both text-to-video and image-to-video features, making it ideal for developers seeking affordable, high-volume applications. Meanwhile, SpaceX faces communication challenges with its Starlink satellites, raising concerns about safety in an increasingly crowded low Earth orbit.
The sudden shutdown of Sora, an AI app that allowed users to create fun scenarios with celebrities, caused a 90% drop in its usage overnight. This happened after Hollywood issued a cease and desist, highlighting how consumer engagement can vanish when creative freedom is restricted. Understanding the balance between automation and human touch is crucial for leveraging AI effectively in business.
The AI XR Podcast·Why Social Media Lost in Court and AI Agents Demand Total Surveillance – Shelley Palmer's 5th Visit·Mar 31, 2026
“… then, this meeting is in 2016? 2015. 2015. And when is the AlphaGo moment? 2016. Okay. So coming out of that moment when Elon Musk decides to set up OpenAI, Demis decides, well, I'm just going to accelerate as fast as possible. and the first thing he manages to score is this victory over the korean go champion lisa doll and it's a huge exhibition match in south korea with all the media in attendance and it's kind of it's not quite chat gpt but it's it's a moment when ai had what one might call the the kasparov deep blue moment in 1997 first time the human champion gets defeated uh and then 2016 so …”“… but a reason, was apparently Demis in his game design days had worked on a game called Evil Genius. No. Which is a pretty thin basis on which to call him an evil genius. But whatever. I mean, they all had... Free association. Sharp elbows. So then, this meeting is in 2016? 2015. 2015. And when is the AlphaGo moment? 2016. Okay. So coming out of that moment when Elon Musk decides to set up OpenAI, Demis decides, well, I'm just going to accelerate as fast as possible. and the first thing he manages to score is this victory over the korean go champion lisa doll and it's a huge exhibition match in south korea with all the media in attendance and it's kind of it's not quite chat gpt but it's it's a moment when ai had what one might call the the kasparov deep blue moment in 1997 first time the human champion gets defeated uh and then 2016 so that's 19 years later. The same thing happens with Go. And 200 million people tune in and the defeated Korean player apologizes to humanity. It's a huge moment, but it's nothing like the ChatGPT moment six years later. Yeah, because Go, people watched, whereas ChatGPT, you used it.”View more
Ridealong summary
Elon Musk labeled Demis Hassabis an 'evil genius' due to a game he designed called Evil Genius, but this nickname lacks substantial reasoning. The rivalry intensified after Hassabis's DeepMind defeated a top Go champion in 2016, marking a pivotal moment in AI competition. This victory was a precursor to the explosive impact of AI technologies like ChatGPT, showcasing the escalating stakes in the race for artificial intelligence supremacy.
TechStuff·How Google DeepMind Accidentally Started the AI Race - The Story·Apr 01, 2026
“… Code, he said a couple weeks ago, can confirm Claude Code is 100% written by Claude Code. So we know that the AIs are building the AIs. I think OpenAI is doing the similar thing with Codex. And that is the reason why these teams have been able to ship so quickly. Now, I wish I had a tinfoil hat nearby because I have a conspiracy mode, Josh, which is these AI models might be leaking themselves and it may not be the anthropic engineers i know that sounds insane but i don't think it's unlike i'm gonna put it at like maybe a five to ten percent chance um but the point is there are a bunch of new …”“… amount of dollars per token? And they're using that to actually just build the code, review the code, and then publish it faster than everyone else. It seems like that's possibly the case. I mean, in the words of Boris Churney, the founder of Claude Code, he said a couple weeks ago, can confirm Claude Code is 100% written by Claude Code. So we know that the AIs are building the AIs. I think OpenAI is doing the similar thing with Codex. And that is the reason why these teams have been able to ship so quickly. Now, I wish I had a tinfoil hat nearby because I have a conspiracy mode, Josh, which is these AI models might be leaking themselves and it may not be the anthropic engineers i know that sounds insane but i don't think it's unlike i'm gonna put it at like maybe a five to ten percent chance um but the point is there are a bunch of new models being released by anthropic coming up soon um we mentioned capybara we mentioned mythos which is meant to be these big huge models trained on five to ten trillion parameters which is like a 3x um increase in the size that we already are seeing and using with the models today. It's going to be an absolute beast of a model. It parinates a …”View more
Ridealong summary
Anthropic's leaked Claude code is a massive IP blunder that jeopardizes their competitive edge and valuation.
Anthropic's leaked AI codebase is a critical IP issue that undermines its massive valuation and reveals internal product strategies.
Anthropic's leak of Claude Mythos code is a massive IP issue that jeopardizes their valuation and exposes critical infrastructure.
Limitless Podcast·Another Anthropic Leak... This Time, Claude Code's Source Code·Apr 01, 2026
“… even put out a piece private markets are the new high growth public markets I spoke to Alex Emmerman who a general partner there about this a bit OpenAI just raised billion round I think that amounted to about a third of all funding in the private markets for tech in 2025. So what is going on in the private markets and why is it not reaching the public markets? Or I guess converting into the public markets. I think that the old playbook is falling apart and that everybody keeps wondering when it's going to go back to normal and normal being the way it used to be. And I think it may not ever.”“… talk about the extreme bifurcation of the access to value accretion right now. So all of the value is being made in the private markets. A16Z, Sequoia, KOTU, they've all said this. Those are some of the biggest venture funds in the industry And A16Z even put out a piece private markets are the new high growth public markets I spoke to Alex Emmerman who a general partner there about this a bit OpenAI just raised billion round I think that amounted to about a third of all funding in the private markets for tech in 2025. So what is going on in the private markets and why is it not reaching the public markets? Or I guess converting into the public markets. I think that the old playbook is falling apart and that everybody keeps wondering when it's going to go back to normal and normal being the way it used to be. And I think it may not ever.”View more
Ridealong summary
The launch of the Fundrise Growth Tech Fund is reshaping how we view venture capital, transitioning it into the public market. While some funds like Robinhood's have faced challenges, the overall trend is towards a future where investing in private tech companies becomes mainstream. This shift could create a multi-hundred billion dollar category, bridging private and public investment markets.
Sourcery·How VCX Put Anthropic & OpenAI Into Public Markets·Mar 30, 2026
“… connectors ahead of time. He saw this inference demand. And to take advantage of this coding system boom, it's almost like a gold rush. You see OpenAI pivoting toward it. anthropic obviously is thriving on it uh billions of ar every every few weeks yeah uh jensen's uh acquired grok um acquired the assets of brock and the people of brock and this the combination of integrating grok's uh technology together with vera rubin uh lets nvidia serve this tremendous wave of compute demand economically and uh ian buck talked about it jensen talked about it so NVIDIA is positioned perfectly to thrive on …”“… Basically like sneaker bots, but for NeoClouds. That's crazy. Exactly. I can't believe that. And the great thing is Jensen, he's very prescient. He probably saw this demand months away. He locked up all the supply agreements for memory, co-authors, connectors ahead of time. He saw this inference demand. And to take advantage of this coding system boom, it's almost like a gold rush. You see OpenAI pivoting toward it. anthropic obviously is thriving on it uh billions of ar every every few weeks yeah uh jensen's uh acquired grok um acquired the assets of brock and the people of brock and this the combination of integrating grok's uh technology together with vera rubin uh lets nvidia serve this tremendous wave of compute demand economically and uh ian buck talked about it jensen talked about it so NVIDIA is positioned perfectly to thrive on this coding agent wave that we're seeing right now.”View more
Ridealong summary
Nvidia is perfectly positioned to capitalize on the exploding demand for AI inference and computing, with strategic moves like acquiring Grok and securing supply agreements ahead of time.
TBPN·FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race·Mar 30, 2026
“… merging them. Where is this going to end up? We've seen the five things put together in this. Yeah. What are the next five teams? I think actually OpenAI has gone away from the original 4.0 vision of the Omni model. That's what they were selling all modalities in all modalities out. But I feel like you might do it. I think there are some modalities where it's not completely obvious. For instance, for audio, For audio here, if you want to do transcription, I think it makes no sense to use a model as this large. If you just want to transcribe tech, it would be very inefficient. If you want to do …”“… on also the larger version of this. And yeah, key things is very sparse. 6B active, pretty efficient to serve. 256K context. Yeah. I think what's interesting is just this general theory of developing individual capabilities in different teams and then merging them. Where is this going to end up? We've seen the five things put together in this. Yeah. What are the next five teams? I think actually OpenAI has gone away from the original 4.0 vision of the Omni model. That's what they were selling all modalities in all modalities out. But I feel like you might do it. I think there are some modalities where it's not completely obvious. For instance, for audio, For audio here, if you want to do transcription, I think it makes no sense to use a model as this large. If you just want to transcribe tech, it would be very inefficient. If you want to do audio, you probably just want to do the one, the 3D model. Performance would be essentially the same. It's going to be incredibly cheaper. So here, that's why we want to have a separate, but it just does this. Yeah. I think the portion is just, yeah, if you are talking to your model by speech and you're asking like a very, very complex questions and …”View more
Ridealong summary
Mistral is revolutionizing AI by merging separate models into one powerful system, enhancing capabilities across various domains. This innovative approach allows for more efficient processing and improved performance, especially in complex tasks like voice integration with video. As Mistral continues to evolve, the implications for industries like finance and legal are profound, pushing the boundaries of what AI can achieve.
Latent Space: The AI Engineer Podcast·Mistral: Voxtral TTS, Forge, Leanstral, & what's next for Mistral 4 — w/ Pavan Kumar Reddy & Guillaume Lample·Mar 30, 2026
“… certainly competitors, but why have you guys been able to just run away? Even image-gen. Yeah, yeah. I mean, yeah, I'm sure they are working on it. OpenAI had a stab at it last year. They had launched a longer-running record mode thing, which I think was aimed at this. But I think it's a few things. I think we're basically like, people use us for meetings, right? Which is like, it's a big time for a startup like us, but it also like only a slice of people life And if you designing like a super open general purpose chatbot like chatgbt i think like they probably questioning like does this make …”“… sure there's a number of reasons but I'm sure they would generally love the context that you're gathering so that their agents could actually leverage it directly and so explain why you guys have had kind of just an open, not to say open, but there's certainly competitors, but why have you guys been able to just run away? Even image-gen. Yeah, yeah. I mean, yeah, I'm sure they are working on it. OpenAI had a stab at it last year. They had launched a longer-running record mode thing, which I think was aimed at this. But I think it's a few things. I think we're basically like, people use us for meetings, right? Which is like, it's a big time for a startup like us, but it also like only a slice of people life And if you designing like a super open general purpose chatbot like chatgbt i think like they probably questioning like does this make sense or should we be going for like always on recording of everything and and anything less is is like not good enough um i think that's probably part of it the other the other thing is like um uh i mean we found building granola that like you can build a granola clone like super easily you you know, right? And like a weekend, you could build a thing …”View more
Ridealong summary
AI agent orchestration is driving explosive inference demand, with Nvidia strategically positioned to capitalize on this trend by securing supply agreements ahead of time.
Inference demand is exploding, driven by AI agents and coding assistants, highlighting Nvidia's strategic foresight in securing supply agreements ahead of this surge.
TBPN·The Lawyer Who Beat Meta and Google, Revisiting The Jetsons, Japan Twitter | Tae Kim, Logan Bartlett, Sam Stephenson, Ben Broca, Brett Adcock, Andrei Serban·Mar 30, 2026
“… Smith, who is a fan of AI, recently wrote a piece in which he lamented AI's sales pitch as the worst in history. He notes that Sam Altman, head of OpenAI, has said he believes the risk of human extinction from AI technology to be about 2%. More recently, Altman amended that to be big enough to take seriously. And years ago, he told The New Yorker, quote, I have guns, gold, potassium iodide, antibiotics, batteries, water, gas masks from the Israeli Defense Force, and a big patch of land in Big Sur that I can fly to, end quote. How about Dario Amadei, head of Anthropic? He tends to put the …”“… Elon Musk said the entire concept of jobs will be invalid by 2040. Or maybe humanity won't survive at all. Again, this is not what the fringe doomers are saying. This is what the AI executives themselves are talking about. The economics writer Noah Smith, who is a fan of AI, recently wrote a piece in which he lamented AI's sales pitch as the worst in history. He notes that Sam Altman, head of OpenAI, has said he believes the risk of human extinction from AI technology to be about 2%. More recently, Altman amended that to be big enough to take seriously. And years ago, he told The New Yorker, quote, I have guns, gold, potassium iodide, antibiotics, batteries, water, gas masks from the Israeli Defense Force, and a big patch of land in Big Sur that I can fly to, end quote. How about Dario Amadei, head of Anthropic? He tends to put the likelihood that AI dooms humanity at 25%. All of which brings me to today's guest. She's here to make a case that we have not heard very often. Most of the time when we hear from people who are concerned about AI, we hear that we need more regulation, we need better AI ethics teams, or we need better public education so everyone can try to benefit …”View more
Ridealong summary
Anthropic's public image of prioritizing safety is contradicted by its internal practices and lobbying efforts, which align with other AI companies prioritizing competitive advantage over genuine safety concerns.
Connections Podcast·The movement to head off an AI catastrophe·Mar 30, 2026
“… value dispersion? The question that I answered before of like concentration in Silicon Valley is like the mainline companies building AI. Google and OpenAI and Anthropic and Meta and, you know, XAI and like Silicon Valley. Right. So that's true for sure. But I think there's a second phase to it, which, again, I'm like very excited about. And the second phase, which which relates to your new question, the second phase is I think the benefits of AI, the power of AI diffuses out globally, like to a degree, people are really not expecting. And furthermore, I think that's already happening. And I think …”“… you need to be in Silicon Valley because of AI. When I look forward to how this plays out, when you project forward, does the gains in AI look like AWS in terms of infrastructure dominance? Or does it look like the Internet in terms of application value dispersion? The question that I answered before of like concentration in Silicon Valley is like the mainline companies building AI. Google and OpenAI and Anthropic and Meta and, you know, XAI and like Silicon Valley. Right. So that's true for sure. But I think there's a second phase to it, which, again, I'm like very excited about. And the second phase, which which relates to your new question, the second phase is I think the benefits of AI, the power of AI diffuses out globally, like to a degree, people are really not expecting. And furthermore, I think that's already happening. And I think this is also an answer, by the way, to your inequality question, because, you know, the sort of assumption always is, well, you know, sure. the biggest companies in the world will have access to the best technology or the rich people will have access to the best technology or whatever like that. And it's actually quite striking. If you look at AI, …”View more
Ridealong summary
AI is democratizing access to technology like never before, allowing billions to benefit from advanced tools. Unlike traditional tech, where only the wealthy had access, today's best AI apps are available to anyone with a smartphone. This shift could radically decentralize economic value and consumer benefits across the globe.
The a16z Show·Marc Andreessen on Evaluating Founders and AI's Consumer Surplus·Mar 30, 2026
“… kind of monopoly positions in that business. And then you've got XAI, which is competing in the world of the kind of trillion dollar valuations of OpenAI and then maybe three quarters of a trillion for Anthropic. So putting those two pieces together, you've got to depend, I think, a lot on retail investors to look past any fundamental financial metrics on what would justify that valuation, which I think is why they're reserving a third of the IPO for retail. I think they need that retail demand not only for the valuation, but to your early point, this is going to be the largest capital raise in …”“… for 1.75 trillion dollars does that make sense to you if you break it down first and say let's add up the pieces you've got uh the spacex business which has got 90 market share and launch and call it 99 market share in satellite internet So two kind of monopoly positions in that business. And then you've got XAI, which is competing in the world of the kind of trillion dollar valuations of OpenAI and then maybe three quarters of a trillion for Anthropic. So putting those two pieces together, you've got to depend, I think, a lot on retail investors to look past any fundamental financial metrics on what would justify that valuation, which I think is why they're reserving a third of the IPO for retail. I think they need that retail demand not only for the valuation, but to your early point, this is going to be the largest capital raise in history with $75 billion. So they're going to need everybody from institutions to retail investors coming to the table to fill in that book. That's a big, big order book. It seems to me that, I mean, Elon is clearly a master of a lot of things. But this is kind of a criticism here incoming is that he's kind of a master of getting us to not look at …”View more
Ridealong summary
Elon Musk's SpaceX is targeting a staggering $1.75 trillion valuation, potentially making it more valuable than Tesla and Meta. Critics argue that this lofty goal relies heavily on retail investor enthusiasm rather than solid financial fundamentals, particularly as Tesla faces declining margins. The implications of merging SpaceX and Tesla could reshape the auto industry, but many are left questioning the sustainability of such inflated valuations.
Prof G Markets·Big Tech Is Now Advising the White House — What Could Go Wrong?·Mar 31, 2026
“… sort of reducing their capacity for critical thinking, creativity, et cetera. And then you carry that all the way into business and you have what OpenAI calls capability overhang, which is described as the capacity for AI to do X, Yet most people only use it for a while. And in their research, they found on their platform, for example, that they experience power users who use seven X more capabilities of open AI than the rest of the pack. So that's a pretty large delta. And if you look at Kevin Roos, who's a famous New York Times tech writer, he describes that in detail of what he sees …”“… also just like what I call cognitive Darwinism, but is referred to as AI atrophy, where the more you, for example, high school students having it do their homework for them to save time. What they're doing is giving the thinking to AI and therefore sort of reducing their capacity for critical thinking, creativity, et cetera. And then you carry that all the way into business and you have what OpenAI calls capability overhang, which is described as the capacity for AI to do X, Yet most people only use it for a while. And in their research, they found on their platform, for example, that they experience power users who use seven X more capabilities of open AI than the rest of the pack. So that's a pretty large delta. And if you look at Kevin Roos, who's a famous New York Times tech writer, he describes that in detail of what he sees firsthand in San Francisco with all of these AI native entrepreneurs, the agents that they surround themselves with. Or we could look at the news and everybody who's using CloudBot at Mac Minis and all the agents that they have doing their work for them. So anyway it a long way of saying that the real disruption is one that I wouldn say is named or …”View more
Ridealong summary
Businesses are becoming less prepared for AI adoption, leading to a surprising form of disruption. Futurist Brian Solis highlights how AI is changing consumer behavior and creating new biases while companies struggle to harness its full potential. The real challenge lies in the 'capability overhang,' where many businesses aren't aware of the vast possibilities AI offers, risking their competitive edge.
Digital Disruption with Geoff Nielson·AI is Losing Ground: Futurist Brian Solis on Why AI Adoption is Failing·Mar 30, 2026
“… story that I've never been able to get to the bottom of, but there have been reports for like over a year of different models from Anthropic from OpenAI from whomever getting dumber at random times No one able to get to the bottom of it I heard people saying they quantize the models make them smaller during the day I don know If you have any information about this, shoot me a piss on Plurk or email me at ez at betteroffline.com. That's echozata at betteroffline.com. What we do know is that Claude Code, one of the few popular AI products is built with the same disregard for safety and customer …”“… And in general, Anthropix models seem to, go and look at the Reddit if you want to understand more, they seem to oscillate in utility and efficacy based on the time of day you use them and their proximity to a new model launch. This is a really weird story that I've never been able to get to the bottom of, but there have been reports for like over a year of different models from Anthropic from OpenAI from whomever getting dumber at random times No one able to get to the bottom of it I heard people saying they quantize the models make them smaller during the day I don know If you have any information about this, shoot me a piss on Plurk or email me at ez at betteroffline.com. That's echozata at betteroffline.com. What we do know is that Claude Code, one of the few popular AI products is built with the same disregard for safety and customer happiness as the rest of Anthropik's astonishingly shitty business that burns billions of dollars with no end in sight. Chief Claude Code Slopagandist Boris Cherney doesn't give enough of a fuck about his customers to actually read his code, and I imagine the same goes for a lot of other engineers within the company and big tech at large. The …”View more
Ridealong summary
The reliance on large language models like Claude for code generation is inherently risky and leads to untrustworthy software development practices.
Better Offline·Monologue: What's Going On At Anthropic?·Apr 01, 2026
“So one thing that people don't realize when they use Entropic OpenAI, or even worse, you use something else for inference, OpenClaw actually sends all your secrets to those services as well. Yeah. So somewhere in Entropic and OpenAI logs, they have everybody's access keys, API keys, and bearer tokens to access your Gmails and your Notions. It's actually insane that we're doing that. Yeah.”
Ridealong summary
Using AI services like Entropic and OpenAI could expose your private information, including access keys and tokens. Illia Polosukhin reveals that these platforms log sensitive data, making it accessible to others. This alarming reality highlights the urgent need for secure AI solutions like IronClaw to protect user privacy.
Bankless·Illia Polosukhin: Why AI Agents Are Still Useless (And What Fixes Them) | NEAR Founder on IronClaw·Mar 24, 2026
“… It was one of the biggest Aqua hires we've ever seen. He also brought over the former CEO of GitHub and he poached a bunch of engineers from OpenAI with rumors of nine figure offers. On top of that, Meta bought the AI agent startup Manus for $2 billion. And just a couple of weeks ago, they acquired Moldbook, which is basically a social network for AI bots. So Zuck has been moving fast and spending a lot of money to reposition Meta as an AI company. And look, for the most part, Wall Street has been okay with all the spending. Like I said earlier, Meta's stock hit all-time highs back in …”“… and packing them with GPUs. But beyond the infrastructure stuff, Zuck has also been spending a lot of money on acquisitions and talent. He hired the CEO of Scale AI to lead the new super intelligence team after Meta invested $14.3 billion into his company. It was one of the biggest Aqua hires we've ever seen. He also brought over the former CEO of GitHub and he poached a bunch of engineers from OpenAI with rumors of nine figure offers. On top of that, Meta bought the AI agent startup Manus for $2 billion. And just a couple of weeks ago, they acquired Moldbook, which is basically a social network for AI bots. So Zuck has been moving fast and spending a lot of money to reposition Meta as an AI company. And look, for the most part, Wall Street has been okay with all the spending. Like I said earlier, Meta's stock hit all-time highs back in August of 2025. Meta has been selling investors on the idea that all this AI spending will improve their ad targeting, boost engagement, and make the core business even more profitable. And to be fair, that seems to be the case. According to Meta's most recent earnings report, their revenue growth accelerated to a 24% increase of nearly $60 billion in …”View more
Ridealong summary
Meta's shift from the metaverse to AI has resulted in a staggering stock increase, but recent concerns are causing a downturn. After cutting jobs and investing heavily in AI infrastructure, Meta's stock soared from under $100 to $790 in just three years, showcasing the impact of their new strategy. However, with recent stock declines and ongoing legal challenges, the future remains uncertain.
The Rundown·Deep Dive: Is Meta Having an Identity Crisis?·Mar 28, 2026
“… else I've done. In May 2025, you released the Agent Commerce Kit. I do think the acronym is a little odd, ACK. But the month before, Google's AP2 or OpenAI's ACP, and then Open Call happened. All of a sudden, the future that you're working towards with agent identity, payment roles, etc., suddenly is kind of an interesting shape, suddenly much closer. What do you think with this kickoff of this open source hobby project accelerating everything and what are the ways that we need to navigate? What are the things we need to be doing in society given this acceleration of this? I do think that the …”“… only just now realizing some of the use cases we felt surely will be satisfied by you know 2014 and they still haven been And so it may take longer than we expect although right now this world surely seems to me seems very different than anything else I've done. In May 2025, you released the Agent Commerce Kit. I do think the acronym is a little odd, ACK. But the month before, Google's AP2 or OpenAI's ACP, and then Open Call happened. All of a sudden, the future that you're working towards with agent identity, payment roles, etc., suddenly is kind of an interesting shape, suddenly much closer. What do you think with this kickoff of this open source hobby project accelerating everything and what are the ways that we need to navigate? What are the things we need to be doing in society given this acceleration of this? I do think that the solution for agentic identity and verifications and all the things we've been talking about should be something that is an open standard that everyone can build on. I'm a very big believer in open standards and the power of open networks, as opposed to, say, proprietary solutions offered by one vendor. And I think that there has been fragmentation on …”View more
Ridealong summary
In May 2025, the Agent Commerce Kit (ACK) will revolutionize AI banking by establishing an open standard for agent identity and transactions. Sean Neville, co-founder of Circle, emphasizes the importance of collaboration in the AI space, arguing that fragmented approaches hinder progress. By leveraging shared standards, we can create more valuable and competitive AI systems that benefit everyone.
Possible·Should we give AI a bank account?·Apr 01, 2026
“… annual recurring revenue surged to $19 billion from $14 billion just a few weeks ago, adding an estimated $150 billion to its valuation. Altman and OpenAI came across as reckless, duplicitous, and self-serving. Amodi and Anthropic came across as safety-conscious, honest, and selfless. A year ago, I predicted the first CEO who forcefully and publicly resisted Trump could reap significant benefits, both reputationally and commercially. With its reputation for breaking barriers and the boldness chromosome in its DNA, I thought, hoped, it would be Nike. But Emody just did it, and Microsoft followed …”“… Altman supported Emote, but in private, he did the deal Anthropic wouldn't. The following day, after news of Altman's deal broke, U.S. uninstalls of ChatGPT increased 295 percent, and Claude climbed to number one in the App Store. Anthropic's annual recurring revenue surged to $19 billion from $14 billion just a few weeks ago, adding an estimated $150 billion to its valuation. Altman and OpenAI came across as reckless, duplicitous, and self-serving. Amodi and Anthropic came across as safety-conscious, honest, and selfless. A year ago, I predicted the first CEO who forcefully and publicly resisted Trump could reap significant benefits, both reputationally and commercially. With its reputation for breaking barriers and the boldness chromosome in its DNA, I thought, hoped, it would be Nike. But Emody just did it, and Microsoft followed his lead, filing a brief in support of Anthropix lawsuit seeking to block its designation as a supply chain risk. As one of the largest government contractors, Microsoft has more to lose than almost any tech company. But as Andrew Ross Sorkin put it, Microsoft decided the cost of staying silent was higher. In 1880s Ireland, a community neutralized a …”View more
Ridealong summary
OpenAI's Sora project is emblematic of a troubling trend where AI is monetized at the expense of genuine human connection, with Sam Altman profiting from societal loneliness.
The Prof G Pod with Scott Galloway·No Mercy / No Malice: The Resistance Comes for OpenAI·Mar 14, 2026
“… growth hacks. And that feels nice for somebody you're employing. Like if you think about it, I get exactly why this is the case, because Claude OpenAI, their business is trying to make money. They're looking at mouths and DAOs and revenue. This is not this is just a little thing running that's free. And so it makes sense why I wouldn't try to be convincing you to keep talking to it. Yeah. And in fact, I think, you know, Pete and the maintainers have been very clear about, you know, this is open source. This is an experiment. This is not for everyone. This is yours to kind of grow and build …”“… it's prompted. And it's just a very human in how its identity has been crafted. And this is not magic. It's not a secret. It's literally in a file, you can go read it. And so but something about that system prompt is very effective at engagement without growth hacks. And that feels nice for somebody you're employing. Like if you think about it, I get exactly why this is the case, because Claude OpenAI, their business is trying to make money. They're looking at mouths and DAOs and revenue. This is not this is just a little thing running that's free. And so it makes sense why I wouldn't try to be convincing you to keep talking to it. Yeah. And in fact, I think, you know, Pete and the maintainers have been very clear about, you know, this is open source. This is an experiment. This is not for everyone. This is yours to kind of grow and build and own and use, and it's not perfect. And I do feel like that co-creation experience that we talked about at the beginning,”View more
Ridealong summary
Using OpenClaw has made my task management not just efficient but also enjoyable. Instead of feeling like I'm being pushed to engage, the AI offers thoughtful suggestions that feel human and personalized, enhancing my workflow. This unique approach allows for a co-creation experience that is both delightful and effective.
Lenny's Podcast: Product | Career | Growth·From skeptic to true believer: How OpenClaw changed my life | Claire Vo·Mar 29, 2026
“… where you traverse big landscapes, that's where the kind of photorealistic pass really makes a big difference. And last up, we have an update on OpenAI's plan to launch ChatGPT's adult mode. This has been announced, I think, last year, as I think they are thinking of doing. It has been delayed from the original late March target, and it seems that they're still aiming to do it. The news here has been that the team within OpenAI, their advisory council of psychology and neuroscience, have opposed it at a January meeting. One advisor really warned about it significantly. So anyway, we have a …”“… game kind of market, right? So this is dealing with new games, right? And more complex. You wouldn't run this on your phone, like for casual games, but for games that have complex character models with faces and stuff like that, or like open world games where you traverse big landscapes, that's where the kind of photorealistic pass really makes a big difference. And last up, we have an update on OpenAI's plan to launch ChatGPT's adult mode. This has been announced, I think, last year, as I think they are thinking of doing. It has been delayed from the original late March target, and it seems that they're still aiming to do it. The news here has been that the team within OpenAI, their advisory council of psychology and neuroscience, have opposed it at a January meeting. One advisor really warned about it significantly. So anyway, we have a quick update saying that they appear to still be planning on it. It has been delayed, but as of now, it's still going to be presumably released. Yeah. Wow. What a surprise that despite objections over the appropriateness of a tool like this, that they still went ahead. Huh? That's weird. That's not my company at all. Yeah, that's weird. What a weird …”View more
Ridealong summary
OpenAI's plan to launch ChatGPT's adult mode has faced significant opposition from their advisory council, yet the company still intends to proceed. This decision raises ethical concerns about the impact of AI-driven adult content, with warnings about potential risks likened to historical issues faced by the tobacco industry. As OpenAI navigates this uncharted territory, the need for transparent research on its effects becomes crucial.
Last Week in AI·#238 - GPT 5.4 mini, OpenAI Pivot, Mamba 3, Attention Residuals·Mar 26, 2026
“… you know Will Smith eating spaghetti but like higher fidelity than before and it got better and better and it cost more and more and more and then OpenAI was like this cost too much yeah and I'm glad they made that realization because I mean there's other video generation models out there but Sora was like the big one that everybody knows about from OpenAI and they made the decision to kill the Sora app and I assume the entire ai slop generator from top to bottom yeah is now gone they'll probably turn those gpus towards something else that we're very excited about maybe uh but yeah no more sora …”“… made two i think yeah two now at this point of uh their video generation models yeah generate models you can generate video slop yeah but it would get higher and higher quality over time and i remember the first videos from Sora you know they were you know Will Smith eating spaghetti but like higher fidelity than before and it got better and better and it cost more and more and more and then OpenAI was like this cost too much yeah and I'm glad they made that realization because I mean there's other video generation models out there but Sora was like the big one that everybody knows about from OpenAI and they made the decision to kill the Sora app and I assume the entire ai slop generator from top to bottom yeah is now gone they'll probably turn those gpus towards something else that we're very excited about maybe uh but yeah no more sora yeah big day to dance on a grave i dancing boy yeah what the meme of like is giving the peace sign or the prayer sign Oh yeah where he like in front of the grave yeah Yeah, Sora was bad. The funny thing about this that we reported on when it happened was that Disney had made a $1 billion investment deal with OpenAI about Sora. Oh yeah. And Disney …”View more
Ridealong summary
OpenAI's financial dealings are largely illusory, with investments like Disney's $1 billion never materializing into real money.
Waveform: The MKBHD Podcast·Is Flighty a Top 5 App of All Time?·Mar 27, 2026
“… matter who wins if everyone dies. Musk responded the next morning at 3.52 a.m. He confronted Brockman with a proposal that recalled Pichai's pitch. OpenAI should spin into Tesla. Initially, OpenAI's team could accelerate Tesla's development of autonomous vehicles. Next, it could use the profits from self-driving cars to fund its AGI moonshot. Tesla is the only path that could even hope to hold a candle to Google, Musk declared. Even then, the probability of being a counterweight to Google is small. It just isn't zero. At an all-hands meeting on the top floor of a converted truck factory that …”“… it, but at what cost? Right? All seven co-founders? Oh, true. True, true. That's what you're referring to. Got it. Anyways, from the book, Pushing Back Against Musk's Obsession with the Race Against Google and DeepMind, Brockman added, it doesn't matter who wins if everyone dies. Musk responded the next morning at 3.52 a.m. He confronted Brockman with a proposal that recalled Pichai's pitch. OpenAI should spin into Tesla. Initially, OpenAI's team could accelerate Tesla's development of autonomous vehicles. Next, it could use the profits from self-driving cars to fund its AGI moonshot. Tesla is the only path that could even hope to hold a candle to Google, Musk declared. Even then, the probability of being a counterweight to Google is small. It just isn't zero. At an all-hands meeting on the top floor of a converted truck factory that housed OpenAI, Musk announced to the employees that he was quitting the lab, scornfully adding that... I need Raptors. I need a new Ford Raptor. Potentially every day, we've got to put this lab above a truck factory. Inside of a truck factory. This is amazing. scornfully adding that open AI would have to sprint faster to stay relevant. I guess they …”View more
Ridealong summary
To protect yourself from deepfake scams, ask suspicious Zoom callers to hold up three fingers in front of their face. This simple trick exposes the limitations of AI-generated images, revealing if the person is a deepfake. It's a crucial tip for navigating the rising threat of AI deception in financial scams.
TBPN·AI Is Coming for Your Memes, Crypto’s Quantum Clock, Axios Hack| Diet TBPN·Apr 01, 2026
“… Subsequent releases improved on this score, but the model seemed to be making genuine progress through reasoning. Then in December of 2024, OpenAI dropped a bombshell. A preview version of their O3 model had achieved a 76% score on low inference settings, exceeding the human score for the first time. On high settings, the score was 88%. The O3 model had been trained on the public dataset, but tested on a private dataset to achieve this score, so there was no risk the logic was trained into the model. ARC wrote at the time, this is a surprising and important step function increase in AI …”“… it set out to be a pure test of reasoning ability, rather than memorization of how to reason. Early results were pretty compelling that this was a solid approach. At the time that ArcGi1 was released, no models had come within 50% of human performance. Subsequent releases improved on this score, but the model seemed to be making genuine progress through reasoning. Then in December of 2024, OpenAI dropped a bombshell. A preview version of their O3 model had achieved a 76% score on low inference settings, exceeding the human score for the first time. On high settings, the score was 88%. The O3 model had been trained on the public dataset, but tested on a private dataset to achieve this score, so there was no risk the logic was trained into the model. ARC wrote at the time, this is a surprising and important step function increase in AI capabilities, showing novel task adaptation ability never before seen in the GPT family models. At the same time, ARK announced that they would be updating their benchmark for 2025 with ARK-GI2.”View more
Ridealong summary
OpenAI's O3 model just achieved a groundbreaking 76% score on a new reasoning benchmark, outperforming humans for the first time. This test, designed to measure true reasoning ability rather than memorization, reveals a significant leap in AI capabilities. With ARC's upcoming updates, the race for genuine AI intelligence is heating up.
The AI Daily Brief: Artificial Intelligence News and Analysis·Why AI Needs Better Benchmarks·Mar 26, 2026
“OpenAI canceled Sora and they just canceled Spicy Chat. They are fully focused on enterprise, reaching AGI, and a new frontier model called Spud. Yes, is this tater-based intelligence going to get their backs off the perceived wall? And why does Anthropics seem to outship them every single day? Plus, new AI, music, and audio models from Google. And Meta has a new AI that can supposedly read our minds. They don't want what's in here, Kevin. They don't …”“OpenAI canceled Sora and they just canceled Spicy Chat. They are fully focused on enterprise, reaching AGI, and a new frontier model called Spud. Yes, is this tater-based intelligence going to get their backs off the perceived wall? And why does Anthropics seem to outship them every single day? Plus, new AI, music, and audio models from Google. And Meta has a new AI that can supposedly read our minds. They don't want what's in here, Kevin. They don't want what's up here. I got a strong feeling many of us don't, Kevin. Well, let me tell you something, because I'm thinking about this new ping pong robot. Have you seen this? It's pretty incredible. I'm going to take it, and I'm going to remake Marty Supreme. I'm going to attach Timothee Chalamet. Okay, shh, shh, shh, shh, shh, shh. Hey, good …”View more
Ridealong summary
OpenAI's decision to cancel Sora and other projects reflects a desperate attempt to refocus amidst competitive pressure and internal challenges, rather than a strategic pivot towards AGI.
OpenAI's discontinuation of Sora and other projects signals a strategic retreat due to internal focus issues, not a decline in generative AI interest.
AI For Humans: Weekly AI News, Tools & Trends·OpenAI's Path to AGI: Kill Sora, Launch a Potato·Mar 27, 2026
“… You've got playwright Jeremy O. Russell. He's the playwright who wrote Slave Play. He's at this Oscars after party and he sees none other than OpenAI's Sam Altman from across the room. And instead of doing what most people might do, which is like smile or just sort of ignore him. It sounds like Jeremy had had a couple drinks and decided it was time to say what needed to be said. He makes a beeline for Sam Altman and to Sam Altman's face reportedly calls him, quote, the Goebbels of the Trump administration. He does this in front of what sounds like half of Hollywood. Apparently, the entire …”“… really quickly, we started the episode talking about the Oscars Vanity Fair Party and Jeff Bezos and Nicole Kidman. I want to close with a little bit of good news. So last Sunday, Oscars Vanity Fair party, one of the most exclusive parties in Hollywood. You've got playwright Jeremy O. Russell. He's the playwright who wrote Slave Play. He's at this Oscars after party and he sees none other than OpenAI's Sam Altman from across the room. And instead of doing what most people might do, which is like smile or just sort of ignore him. It sounds like Jeremy had had a couple drinks and decided it was time to say what needed to be said. He makes a beeline for Sam Altman and to Sam Altman's face reportedly calls him, quote, the Goebbels of the Trump administration. He does this in front of what sounds like half of Hollywood. Apparently, the entire thing was over OpenAI's new deal with the Department of Defense to deploy AI across military and classified government systems. so apparently altman responded like very calmly he didn't have a big reaction but here's where it gets even better because when page six reached out to jeremy for comment he sent back an email that might be the best …”View more
Ridealong summary
At the Oscars Vanity Fair party, playwright Jeremy O. Harris confronted OpenAI's Sam Altman, calling him 'the Goebbels of the Trump administration' over AI's military applications. Afterward, Harris humorously claimed he meant to say 'Frederick Flick,' a Nazi war criminal, showcasing the blurred lines between tech and culture in Hollywood. This moment reflects tech executives' desire to be seen as cultural icons while facing backlash from the creative community.
There Are No Girls on the Internet·Afroman Wins Lawsuit; Buffy Reboot Slain by Hulu; Nicole Kidman Steals Bezos' Spotlight; Zuckerberg's Metaverse Shut Down - NEWS ROUNDUP!·Mar 20, 2026
“… about it. It's a lot of fun. We've got to hit the mansion section. One last note on AI before we move on to the really important thing, real estate. OpenAI has surpassed $100 million in annualized run rate. $100 million ARR. Pilot launched six weeks ago. It's expanded to 600 advertisers and plans to launch self-serve advertiser access in April. I am close to setting up a new account and or just churning momentarily so that I get to experience the ads. You know I love ads. I mean, the first ad being for the Wall Street Journal that we know and love is a very good omen. Clearly, something's going …”“… the App Store. I like the sandwiches. SpaceX is in 94. Discord is also sitting at 63%. Oh, Discord. What a crazy story. I love Jason Citrin so much, the founder. But he is out, I think. And he's just a wild, wild founder story. I made a whole video about it. It's a lot of fun. We've got to hit the mansion section. One last note on AI before we move on to the really important thing, real estate. OpenAI has surpassed $100 million in annualized run rate. $100 million ARR. Pilot launched six weeks ago. It's expanded to 600 advertisers and plans to launch self-serve advertiser access in April. I am close to setting up a new account and or just churning momentarily so that I get to experience the ads. You know I love ads. I mean, the first ad being for the Wall Street Journal that we know and love is a very good omen. Clearly, something's going on. They're happy with each other because they're working together.”View more
Ridealong summary
OpenAI has impressively surpassed a $100 million annualized run rate, marking a significant milestone in its growth. This surge is driven by the recent launch of Pilot, which has rapidly expanded to 600 advertisers and plans to introduce self-serve access soon. The collaboration with prominent brands like the Wall Street Journal signals a promising future for AI in advertising.
TBPN·Novartis Buys Excellergy for $2B, Anthropic Vs. Pentagon, The Mansion Section | Diet TBPN·Mar 28, 2026
“… becomes this all-knowing problem solver for us. But these five people, I won't be able to remember all of them, But obviously, Sam Altman and OpenAI, you've got the folks at Google DeepMind, you've got Meta, you've got Anthropic, and I believe you've got Microsoft AI. Those are sort of like the five power players in this space. And what's really scary is that the best way to move quickly in this race is to remove safety. And if you remove safety, you can get to the endpoint quicker, and then you will be deemed the winner of the race, and then you can control the landscape. Now, this is …”“… operating power. This is like, you know, it's represented in the film as almost like this Rubik's Cube that lights up that will ultimately take us to the next level of utility. And maybe in fact, if handled correctly with the right safety provisions, becomes this all-knowing problem solver for us. But these five people, I won't be able to remember all of them, But obviously, Sam Altman and OpenAI, you've got the folks at Google DeepMind, you've got Meta, you've got Anthropic, and I believe you've got Microsoft AI. Those are sort of like the five power players in this space. And what's really scary is that the best way to move quickly in this race is to remove safety. And if you remove safety, you can get to the endpoint quicker, and then you will be deemed the winner of the race, and then you can control the landscape. Now, this is these five people. These are all American companies or companies that are mostly American. You've also got the Chinese government. You've got, you know, UAE and Saudi Arabia. You've got North Korea and South Korea. You've got all these competing forces. You've got who's able to manufacture chips like it's a broad geopolitical landscape you have to …”View more
Ridealong summary
The discussion centers around an AI documentary that explores the implications of artificial intelligence on art and society. It highlights the balance between the potential benefits of AI, such as improving mundane tasks, and the risks of diminishing human creativity and safety concerns, emphasizing the role of a few key players in the AI landscape. The conversation reveals a nuanced perspective on how AI can both enhance and threaten artistic expression.
The Big Picture·The Best Movies of the Year … So Far. Plus: 15 We Missed!·Mar 30, 2026
“… of the product. I think Perplexity could be a really great company as well, even without a language model. But let's talk a little bit more about OpenAI here and their market share, because I think you're correct, Chamath, but they are getting off their game. Here's what's going on. Quick look at the consumer market. And obviously, they started with 100% market share, right? They created the category in 2023, dropped down to 85% market share 2024, 75% market share 2025. But by how much has the market grown? Precisely. So the market is still growing. So in terms of number of searches and queries …”“… about it is you ask it a question, Sax, it will go to all three different major models. You can pick which ones, including open source. Then it tells you where they differ, and it tries to figure out why they differ. This is one of the great features of the product. I think Perplexity could be a really great company as well, even without a language model. But let's talk a little bit more about OpenAI here and their market share, because I think you're correct, Chamath, but they are getting off their game. Here's what's going on. Quick look at the consumer market. And obviously, they started with 100% market share, right? They created the category in 2023, dropped down to 85% market share 2024, 75% market share 2025. But by how much has the market grown? Precisely. So the market is still growing. So in terms of number of searches and queries they're obviously growing tremendously but they have major major competitors and the market share is going down i had my team over at this week in ai do a more thoughtful analysis of where this is going and if you take a look at this um there's three players and i'd like to get your guys's take on this who really haven't shown up yet apple uh meta …”View more
Ridealong summary
OpenAI is facing a significant decline in market share, dropping from 100% in 2023 to an expected 75% by 2025, despite overall market growth. Major competitors like Apple, Meta, and Windows are poised to capture a slice of the market, while OpenAI pivots away from consumer-focused projects to chase enterprise revenue. This shift raises questions about their future in the consumer AI space.
All-In with Chamath, Jason, Sacks & Friedberg·Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits·Mar 27, 2026
“Over in OpenAI land, Codex gets a big upgrade with the integration of plugins. The OpenAI Devs account writes, With plugins, Codex can now support more real work, including the planning, research, and coordination that happens before you write code and the workflows that follow. The team at OpenAI also used the occasion of the plugins launch to go for Anthropik's throat People were not happy about that and OpenAI took full advantage Tebow from the Codex team …”“Over in OpenAI land, Codex gets a big upgrade with the integration of plugins. The OpenAI Devs account writes, With plugins, Codex can now support more real work, including the planning, research, and coordination that happens before you write code and the workflows that follow. The team at OpenAI also used the occasion of the plugins launch to go for Anthropik's throat People were not happy about that and OpenAI took full advantage Tebow from the Codex team writes Hello we have reset Codex usage limits across all plans to let everyone experiment with the magnificent plugins we just launched. You can just build unlimited things with Codex. Have fun. Speaking of OpenAI, the company has made a decision which I think is extremely the right one, putting their erotica plans on hold. The Financial Times …”View more
Ridealong summary
OpenAI's decision to shelve certain projects and focus on core offerings like Codex is a strategic move that positions them strongly against competitors like Anthropic.
OpenAI's decision to discontinue projects like Sora is a strategic move to avoid the sunk cost fallacy and focus on more promising ventures.
The AI Daily Brief: Artificial Intelligence News and Analysis·Anthropic Accidentally Revealed Their Most Powerful Model Ever·Mar 27, 2026
“… the let's see who else. Daniel Ziegler, who is one of the co-inventors of RLHF, Alex Wei, who is like now running a lot of the reasoning efforts at OpenAI, Johnny Ho, who started Perplexity. So we were all the same year, actually, out of that like group of 20 people. And it was kind of an interesting one. I mean, I think there are a few things there. I think for one, obviously, I think entrepreneurship is infectious. You know, and I think, I mean, Alexander was, I would say, the first to really start a company and to see real success with the company. He left freshman year from college to start …”“… who all kind of went into ai and so obviously steven and andrew who who started the company um um you know who started cognition with us um but but but also a ton of others and so So Alexander Wang, who started Scale, Demi Guo, who started Pika, the let's see who else. Daniel Ziegler, who is one of the co-inventors of RLHF, Alex Wei, who is like now running a lot of the reasoning efforts at OpenAI, Johnny Ho, who started Perplexity. So we were all the same year, actually, out of that like group of 20 people. And it was kind of an interesting one. I mean, I think there are a few things there. I think for one, obviously, I think entrepreneurship is infectious. You know, and I think, I mean, Alexander was, I would say, the first to really start a company and to see real success with the company. He left freshman year from college to start scale. And he sold scale, obviously, for like $16 billion to Facebook or whatever, some funny structure. But that probably inspired other people who would say, wait, I'm that smart, too. I could do this, too. Yeah. So I think that was a big motive. And then, you know, we all kind of like came up together and kind of got to go through some of these …”View more
Ridealong summary
Young programmers are reshaping AI, with many achieving remarkable success by their late teens. Scott Wu shares how a group of exceptionally talented peers, all from the USA Computing Olympiad, have gone on to create groundbreaking AI companies, demonstrating that technical skills and entrepreneurship thrive in this field. The rapid advancements in AI favor those who can push technological boundaries, making youth an advantage in this evolving landscape.
Joe Lonsdale: American Optimist·Ep 147: Scott Wu & Russell Kaplan on the New Era of Software Abundance·Mar 27, 2026
“… That's a great question. So I was at Uber. I met my co-founder Rahul. And in 2022, he was actually roommates with one of the heads of research at OpenAI. And so he got a sneak preview of this little thing called ChatGPT before the rest of the world. And it became very evidently clear right that hey if AI were to go destroy the world right it the fact that it can manipulate any digital surface And so that where our mission around protecting the world from social engineering attacks every day comes from But it's really that broader thesis of this is the existential threat with AI, right? It can …”“… experiments with ads. the reality is they're also looking at other people's ads as a way of validation for, hey, this is legitimate content. Yeah. So you built this. What was the origin story? Again, you were at Uber. Why did this catch your attention? That's a great question. So I was at Uber. I met my co-founder Rahul. And in 2022, he was actually roommates with one of the heads of research at OpenAI. And so he got a sneak preview of this little thing called ChatGPT before the rest of the world. And it became very evidently clear right that hey if AI were to go destroy the world right it the fact that it can manipulate any digital surface And so that where our mission around protecting the world from social engineering attacks every day comes from But it's really that broader thesis of this is the existential threat with AI, right? It can manipulate digital reality. It can manipulate, as a result, anyone consuming that digital reality. And that's how AI will destroy the world, if not stopped.”View more
Ridealong summary
AI is being used to manipulate digital trust, making it easier for malicious actors to spread misinformation. By flooding trusted platforms with deceptive content, they can create a false sense of credibility. This tactic mirrors legitimate marketing strategies, highlighting the urgent need for better verification methods in a digital landscape increasingly influenced by AI.
Eye On A.I.·#328 Kevin Tian: Exploring Doppel's AI-Native Social Engineering Defense Platform·Mar 27, 2026
“… then left shortly thereafter. Quite a lot of these people leave, don't they? Open AI. They do. So if you consider one of the origin stories of OpenAI is this dinner that happened at the Rosewood Hotel, which is a very swanky hotel right in the heart of Silicon Valley that was one of Elon Musk's favorites whenever he was coming up from L.A. to the Bay Area. And there was this dinner that was there where Altman was intending to recruit the OG team that would start OpenAI. So he's kind of telling everyone, you might have a chance to meet Musk because Musk is going to come to this dinner. And he …”“… Altman is the right guy. And then they both left later. So then Altman comes back and lo and behold, Ilya never comes back. So his concerns about the fact that Altman finding out would be bad for him manifested. He ended up not coming back and Miramirati then left shortly thereafter. Quite a lot of these people leave, don't they? Open AI. They do. So if you consider one of the origin stories of OpenAI is this dinner that happened at the Rosewood Hotel, which is a very swanky hotel right in the heart of Silicon Valley that was one of Elon Musk's favorites whenever he was coming up from L.A. to the Bay Area. And there was this dinner that was there where Altman was intending to recruit the OG team that would start OpenAI. So he's kind of telling everyone, you might have a chance to meet Musk because Musk is going to come to this dinner. And he cold emails Ilya and gets Ilya to then come And Ilya specifically wants to come because he wants to meet Musk And he also emails all these other people including Greg Brockman Dario Amadei These are the people that ended up working at OpenAI. And they all, almost all of them, not every one of them, but almost all of them end up working at OpenAI. …”View more
Ridealong summary
Sam Altman's leadership at OpenAI is under scrutiny as co-founder Ilya Sutskever publicly questioned his capability to lead the company, sparking a wave of departures from key team members. This tension traces back to a pivotal dinner where Altman recruited the original team, many of whom left after clashes with him. The fallout raises concerns about the future of AI leadership amidst the rise of competing tech billionaires launching their own AI ventures.
The Diary Of A CEO with Steven Bartlett·AI Whistleblower: We Are Being Gaslit By The AI Companies! They’re Hiding The Truth About AI!·Mar 26, 2026
“… and password resets. We've got to hit the management section. One last note on AI before we move on to the really important thing, real estate. OpenAI has surpassed $100 million in annualized run rate. $100 million in its ads pilot. It was launched six weeks ago. It's expanded to 600 advertisers and plans to launch self-serve advertiser access in April. I am close to setting up a new account and or just churning momentarily so that I get to experience the ads. You know I love ads. I mean, the first ad being for the Wall Street Journal that we know and love is a very good omen. Clearly, …”“And let me also tell you about Consul. Consul builds AI agents that automate 70% of IT, HR, and finance support, giving employees instant resolution for access requests and password resets. We've got to hit the management section. One last note on AI before we move on to the really important thing, real estate. OpenAI has surpassed $100 million in annualized run rate. $100 million in its ads pilot. It was launched six weeks ago. It's expanded to 600 advertisers and plans to launch self-serve advertiser access in April. I am close to setting up a new account and or just churning momentarily so that I get to experience the ads. You know I love ads. I mean, the first ad being for the Wall Street Journal that we know and love is a very good omen. Clearly, something's going on. They're happy with each other because they're working together. Yeah, I mean, truly, like, the alpha for the audience is, like, new ad platforms often deliver really good results before people figure them out. Big companies move slower than you. If you can be the first person to advertise, figure it out, you know Sean Frank at the …”View more
Ridealong summary
OpenAI has achieved a staggering $100 million in annualized ad revenue just six weeks after launching its ad pilot. With 600 advertisers already on board and plans for self-serve access, this new ad platform is poised for rapid growth, presenting a unique opportunity for early advertisers to capitalize on its untapped potential. This could redefine how companies approach advertising in the AI landscape.
TBPN·$2B Allergy Drug, ChatGPT Ads, Mansion Section | Billy Boman, Benjamin Miller, Faris Sbahi, Evan Loomis, Anvisha Pai, Ryan Tseng·Mar 27, 2026
“… out meetings, but if you came to a resolution and you shook hands, it was golden. That's a good way of doing business. Well, RIP to the mall king. OpenAI is offering private equity firms a guaranteed minimum return of 17.5% as well as early access to models not yet in public release. There was a lot of chatter on the timeline going back and forth like, is this some sort of weird guarantee? Is this not normal for private equity dealing? Market participant had a breakdown to take you through it. So why don't you read through some of this? Many are saying OpenAI's $10 billion private equity joint …”“… on deals to open stores in Simon Malls. There was no shortage of profanity, Khan said. The two came to an agreement and became friends. Nothing like a screaming match to kick off a lifelong friendship. David's word was his bond. You could have bang out meetings, but if you came to a resolution and you shook hands, it was golden. That's a good way of doing business. Well, RIP to the mall king. OpenAI is offering private equity firms a guaranteed minimum return of 17.5% as well as early access to models not yet in public release. There was a lot of chatter on the timeline going back and forth like, is this some sort of weird guarantee? Is this not normal for private equity dealing? Market participant had a breakdown to take you through it. So why don't you read through some of this? Many are saying OpenAI's $10 billion private equity joint venture is giving a desperate feeling. A lot of people are throwing up the red flag emoji.”View more
Ridealong summary
OpenAI is offering private equity firms a guaranteed minimum return of 17.5% along with early access to unreleased models, raising eyebrows in the investment community. This unprecedented approach has sparked discussions about whether this indicates desperation in the market. With a $10 billion private equity joint venture on the table, many are questioning the implications of such guarantees in private equity deals.
TBPN·SpaceX’s Lunar Mass Driver, OpenAI Hires Meta’s Top Ad Exec, Zuck Builds CEO Agent | Diet TBPN·Mar 23, 2026
“… all this stuff. Also, the government openly saying, hey, Anthropic, we want to use you for mass surveillance. And chat GPT being like, you know, OpenAI being like, sure, we will let you do that. All of these laws that I just mentioned previously in terms of data privacy, et cetera, all those laws would do a great deal to curb the power of big tech and curb the power of AI in this country. But instead, we're getting censorship and surveillance. And Trump just released his big AI plan that all these leftists were like, oh, some of this is pretty good, you know? And it was all centered around …”“… children. This is not true, but I am disturbed by what's happening with AI, mostly the surveillance aspect of it, right? That you can put any picture in AI now and get the exact geolocation of where that photo was taken, at what time of day, like all this stuff. Also, the government openly saying, hey, Anthropic, we want to use you for mass surveillance. And chat GPT being like, you know, OpenAI being like, sure, we will let you do that. All of these laws that I just mentioned previously in terms of data privacy, et cetera, all those laws would do a great deal to curb the power of big tech and curb the power of AI in this country. But instead, we're getting censorship and surveillance. And Trump just released his big AI plan that all these leftists were like, oh, some of this is pretty good, you know? And it was all centered around quote unquote child safety. The number one thing that his AI sort of czar was calling out is basically Trump's AI plan includes age verification. The whole thing is like, oh, well, to protect the children so the children don't seem harmful content on AI. And it's like, there's just so many better ways to regulate AI. And what you said is, I think, …”View more
Ridealong summary
AI is becoming a tool for mass surveillance, raising serious concerns about privacy and child safety. While some advocate for age verification to protect children, the reality is that these regulations often serve to empower big tech rather than safeguard users. This troubling trend is exacerbated by far-right groups manipulating populist language to attract support from the left.
Taylor Lorenz’s Power User·The Media Is Lying About the Social Media Addiction Trial: The Verdict Everyone Got Wrong·Mar 27, 2026
“… and experience like making a Sam Altman puppet or like turning their family photos into Pixar That may not have been ultimately very helpful for OpenAI business but in terms of opening people eyes to the way this technology can create magic maybe people will look back and say it wasn so great for OpenAI but actually from a cultural point of view that was quite impactful Yeah, I hear that. It's a valid argument, I think. I would say the argument at the time was that they discovered something because they were saying, hey, look, we understand people because people want to see themselves in the …”“last year and with Sora, like every regular person in the world got to see the magic of AI for themselves and experience like making a Sam Altman puppet or like turning their family photos into Pixar That may not have been ultimately very helpful for OpenAI business but in terms of opening people eyes to the way this technology can create magic maybe people will look back and say it wasn so great for OpenAI but actually from a cultural point of view that was quite impactful Yeah, I hear that. It's a valid argument, I think. I would say the argument at the time was that they discovered something because they were saying, hey, look, we understand people because people want to see themselves in the videos. And that's why, you know, this app that will allow you to make a doll of yourself, like that's why we're winning and other people aren't. And I just think it's very interesting that they did not understand the dynamics of like why people use it. They built a good tool, but people still want to share it with their friends. And I think it's …”View more
Ridealong summary
The shift towards AI is reshaping our economy in ways most people don't realize, leading to rising costs for everyday products. As companies pivot to AI-driven models, we're facing significant shortages in essential resources like memory, which could drastically affect our purchasing power. This is a crucial conversation that goes beyond social media trends and dives into the real-world implications for our wallets.
TechStuff·Jury Blames Meta and YouTube, Goodbye Sora Videos, Weather Apps That Don't Suck - Week in Tech·Mar 27, 2026
“… built documentation in the Python ecosystem, chances are you've used Martin Donov's work. His material for mkdocs powers docs for FastAPI, UV, AWS, OpenAI, and tens of thousands of other projects. When mkdocs 2.0 took a direction that would break material in 300 ecosystem plugins, Martin went back to the drawing board. The result is Zenzicle, a new static site generator with a Rust core, differential builds in milliseconds instead of minutes, and a migration path designed to bring the whole community along. This is Talk Python to Me, episode 542, recorded February 17th, 2026. Welcome to Talk …”“If you built documentation in the Python ecosystem, chances are you've used Martin Donov's work. His material for mkdocs powers docs for FastAPI, UV, AWS, OpenAI, and tens of thousands of other projects. When mkdocs 2.0 took a direction that would break material in 300 ecosystem plugins, Martin went back to the drawing board. The result is Zenzicle, a new static site generator with a Rust core, differential builds in milliseconds instead of minutes, and a migration path designed to bring the whole community along. This is Talk Python to Me, episode 542, recorded February 17th, 2026. Welcome to Talk Python to Me, the number one Python podcast for developers, and data scientists. This is your host, Michael Kennedy. I'm a PSF fellow who's been coding for over 25 years. Let's connect on social media. You'll find me and TalkPython on Mastodon, BlueSky, and X. The social links are all in your show notes. You can find over 10 years of past episodes at …”View more
Ridealong summary
Martin Donat, known for his influential work on MKDocs, has launched Zensicle, a revolutionary static site generator that promises lightning-fast builds in milliseconds. After MKDocs 2.0 threatened to break compatibility with his popular plugins, Martin reimagined the platform to ensure a smooth migration for the entire community. This innovation showcases his commitment to enhancing documentation in the Python ecosystem and beyond.
Talk Python To Me·#542: Zensical - a modern static site generator·Mar 25, 2026
“… to actively simulating it with a system that responds to you personally. And you can see how that kind of raises the stakes considerably. And again, OpenAI is saying, don't worry, trust us. We have these, we have the guardrails worked out. We've worked at the kinks. Not if you ask the staffer that was fired who worked on this. She does not agree that they've worked on the kinks. But basically, they're saying, trust us. We've got, we can handle this. We can handle this. Again, the government's super quiet all of a sudden in this level of protecting children because they've already been, they had …”“… is dynamic. It is a responsive system that can read your emotional cues and adapt in real time. So it's not just delivering content. It is crafting like a personal experience for you on the fly. And that shift from just passively consuming something to actively simulating it with a system that responds to you personally. And you can see how that kind of raises the stakes considerably. And again, OpenAI is saying, don't worry, trust us. We have these, we have the guardrails worked out. We've worked at the kinks. Not if you ask the staffer that was fired who worked on this. She does not agree that they've worked on the kinks. But basically, they're saying, trust us. We've got, we can handle this. We can handle this. Again, the government's super quiet all of a sudden in this level of protecting children because they've already been, they had their pockets lined. Again, I know I'm a little bit conspiratory by these companies. Totally. And I think you bring up such a good point because it's just part and parcel of what happens when we treat human desires like a commodity. Something that the journalist Samantha Cole, the founder of 404 Media and that author of talk about AI erotic content, …”View more
Ridealong summary
AI-generated erotic content raises serious concerns about the treatment of human sex workers. While companies like OpenAI and those owned by Elon Musk push boundaries with AI, actual human workers face bans and deplatforming for similar content. This discrepancy highlights a troubling shift of power and profit from real workers to tech giants, risking the safety and consent in sexual interactions.
There Are No Girls on the Internet·Sam Altman Wants You to Have Sex with ChatGPT·Mar 17, 2026
“… is so smart, you can use it as a digital brain for anything that people might want to do in the economic sphere. That is the model of companies like OpenAI and Anthropic. All right, so what is Jan LeCun's AMI Labs doing differently? Well, he doesn't believe in this idea that having a single large model that implicitly learns how to do everything makes sense. He thinks that's going to hit a dead end. That's an incredibly inefficient way to try to build intelligence, and the intelligence you get is going to be brittle because it's all implicit and emergent. So you're going to get hallucinations or …”“… talking to to help figure out what computer code to produce. It'll be the same large language model that your OpenClaw personal assistant agent is also accessing. So it's all about one HAL 9000 style massive model, massive large language model that is so smart, you can use it as a digital brain for anything that people might want to do in the economic sphere. That is the model of companies like OpenAI and Anthropic. All right, so what is Jan LeCun's AMI Labs doing differently? Well, he doesn't believe in this idea that having a single large model that implicitly learns how to do everything makes sense. He thinks that's going to hit a dead end. That's an incredibly inefficient way to try to build intelligence, and the intelligence you get is going to be brittle because it's all implicit and emergent. So you're going to get hallucinations or sort of odd flights of responses that really doesn't make sense in the real world. So what is his alternative approach?”View more
Ridealong summary
Yan LeCun argues that relying solely on large language models (LLMs) for AI will lead to a dead end, claiming this approach is inefficient and prone to errors. Instead, he proposes a modular architecture that could provide more reliable and adaptable intelligence. This debate highlights the future of AI development and the potential pitfalls of current strategies.
Deep Questions with Cal Newport·AI Reality Check: Are LLMs a Dead End?·Mar 26, 2026
“… model had fluid intelligence. And then the moment models starting performing well on Arc 1 was with the first reasoning models. In particular, the OpenAI 01 and then 03 models, which by the way, they were demonstrated by OpenAI on Arc, because it was the one unsaturated reasoning benchmark that was really showing that this model was different, that had new capabilities that we had not seen before. And so with reasoning models, you start seeing this sudden like step function change on Arc 1. And so Arc 1 was really the benchmark that signaled that at this moment in time, something was happening. …”“… very, very low, even though in the meantime, we had scaled up these models by 50,000x, right? So it was really telling you that more scale, scaling up pre-training alone was not going to crack the benchmark. This was not enough to demonstrate that the model had fluid intelligence. And then the moment models starting performing well on Arc 1 was with the first reasoning models. In particular, the OpenAI 01 and then 03 models, which by the way, they were demonstrated by OpenAI on Arc, because it was the one unsaturated reasoning benchmark that was really showing that this model was different, that had new capabilities that we had not seen before. And so with reasoning models, you start seeing this sudden like step function change on Arc 1. And so Arc 1 was really the benchmark that signaled that at this moment in time, something was happening. Something big. Yeah, something big, like new capabilities were emerging. Like reasoning was new and different. And it was actually not obvious at the time. Like, you know, I don't know if you remember when O3 preview was announced by OpenAI. That was end of 2024, actually. Yeah, December 2024. and sure it was a huge step function progress on Arc, …”View more
Ridealong summary
The evolution of ARC AGI benchmarks has dramatically influenced AI capabilities, revealing the importance of reasoning models. Initially, ARC AGI V1 struggled, but with the introduction of reasoning models, a breakthrough occurred, signaling a pivotal moment in AI development. This progression continued with ARC AGI V2, showcasing new capabilities and the emergence of agentic coding.
