Ridealong has curated the best and most interesting podcasts and clips about OpenAI.
Top Podcast Clips About OpenAI
“… 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
AI's rapid growth is tempered by significant challenges in data quality and regulatory hurdles, highlighting a complex landscape of both opportunity and constraint.
The AI Daily Brief: Artificial Intelligence News and Analysis·The State of AI Q2: AI's Second Moment·Mar 30, 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
“… 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
“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
“… just too difficult to try and get in and out of the markets all the time and try to figure it all out. So let's now jump to our next story, which is OpenAI raising $122 billion in funding, which is the largest private funding round in history. So earlier this week on Tuesday, OpenAI closed that largest funding round in Silicon Valley history at that $122 billion dollars added to the bank account. $852 billion valuation. Mind-boggling numbers here. To put that in perspective, OpenAI is now valued more than JPMorgan Chase, valued higher than Visa, and valued about the same as Tesla, all while still …”“… reactions all the time. So I'm really glad you brought that up because I think it's one of the hardest things for people to do is they have to be willing to build that muscle to not be reactive to headlines, especially bad news. because it's just too difficult to try and get in and out of the markets all the time and try to figure it all out. So let's now jump to our next story, which is OpenAI raising $122 billion in funding, which is the largest private funding round in history. So earlier this week on Tuesday, OpenAI closed that largest funding round in Silicon Valley history at that $122 billion dollars added to the bank account. $852 billion valuation. Mind-boggling numbers here. To put that in perspective, OpenAI is now valued more than JPMorgan Chase, valued higher than Visa, and valued about the same as Tesla, all while still being a privately held company. Yeah, and it's crazy because Amazon, NVIDIA, and SoftBank committed to $110 billion of that total. The remaining $12 billion came from Silicon Valley and Wall Street investment firms, plus a notable $3 billion from wealthy individual investors through banks. That retail slice is the tell because OpenAI is building a …”View more
Ridealong summary
OpenAI's unprecedented $122 billion funding round and $852 billion valuation highlight its massive potential and the extraordinary confidence investors have in its future impact on the AI industry.
OpenAI's unprecedented $122 billion funding round reflects a massive vote of confidence from major players like Amazon, NVIDIA, and SoftBank, positioning it as a powerhouse in the AI industry.
OpenAI's massive spending plans are unsustainable, relying on future revenue that may not materialize, despite the significant funding boost.
OpenAI's massive spending plans are unsustainable without an IPO, despite their impressive revenue growth.
OpenAI's massive spending plans are unsustainable, relying heavily on future revenue that may not materialize, despite their ambitious strategic pivot towards productivity tools.
Rich Habits Podcast·Conversation w/ Ron Santella, OpenAI ($852B) Bigger Than JPMorgan, & Prediction Market Lawsuits·Apr 03, 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
“… in a while, those videos go completely viral. And this happens even with us. I mean, I said some I had been saying some pretty strong words about OpenAI about a year or two ago. I was basically saying that I didn't think that their financials made a whole lot of sense. And I've been saying that a lot on the podcast. And, you know, some people who listen to the podcast say, oh, that's interesting. Then I put out a video, just a clip of me saying the same thing I've said over and over again, and it explodes. It goes viral. Ben Shapiro is talking about it. I see it. I start getting requests for …”“… this? How am I going to reach people on social media? How am I going to reach people on these video platforms? Oh, well, I have this bank of eight hours of content. I might as well clip a little bit of a video and then put it out there. And then once in a while, those videos go completely viral. And this happens even with us. I mean, I said some I had been saying some pretty strong words about OpenAI about a year or two ago. I was basically saying that I didn't think that their financials made a whole lot of sense. And I've been saying that a lot on the podcast. And, you know, some people who listen to the podcast say, oh, that's interesting. Then I put out a video, just a clip of me saying the same thing I've said over and over again, and it explodes. It goes viral. Ben Shapiro is talking about it. I see it. I start getting requests for interviews about it. And I suddenly realized, oh, that's where I should technically be investing my time if I want to get the word out. So I think a lot of these guys realized that. But there's one person who really pioneered this and who turned it into a real operation, and that is Andrew Tate. Yeah, walk me through that. How did he stumble upon …”View more
Ridealong summary
Andrew Tate pioneered the clip economy by leveraging his live streams and empowering followers to create viral content. By instructing them to clip his streams and post on social media, he generated billions of views, even after being banned from major platforms. This model not only made him a household name but also birthed a new ecosystem where clipping agencies thrive, paying clippers millions to promote content.
Galaxy Brain·How Short-Form Clips Took Over the Internet·Apr 24, 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
“… 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
“… everybody hates Dario. The right hates Dario. Dario wouldn't bend the knee to Trump. Dario did not donate to Trump like $25 million that one of the OpenAI CEOs or co-founders it. He's not loved by this administration, but they love his tech. And then is he a patriot? Is he like Alex Karp and Palantir? Or is he a hippie dippy who says, I don't want my tool to be used for this? This sheds it in a totally different light. And there's some conversation going on here that we're not privy to between the president of the United States, Emil Dario, the CIA, the Department of War. This is cataclysmic in …”“… has this. He's OK, great. let's go to Venezuela. Let's handle that problem. There's some equivalent here. I don't mean to be hyperbolic. I'm just telling you game theory. I don't think Dario's lying. I think Dario is being sincere. Now, I know everybody hates Dario. The right hates Dario. Dario wouldn't bend the knee to Trump. Dario did not donate to Trump like $25 million that one of the OpenAI CEOs or co-founders it. He's not loved by this administration, but they love his tech. And then is he a patriot? Is he like Alex Karp and Palantir? Or is he a hippie dippy who says, I don't want my tool to be used for this? This sheds it in a totally different light. And there's some conversation going on here that we're not privy to between the president of the United States, Emil Dario, the CIA, the Department of War. This is cataclysmic in its severity. And this is a super weapon. I want to point out just one thing to back up what you're saying, Jason. Thomas Friedman, not someone we usually quote here on the show, but he wrote a post for the Times and he says, this is not a publicity stunt referring to Anthropik's position here. In the run up to this announcement, reps of leading …”View more
Ridealong summary
Anthropic's latest AI model could be as dangerous as a bioweapon, prompting urgent discussions among tech leaders and the U.S. government. With implications for national security, executives are warning the White House that this technology could render everything insecure. The stakes are high, and the conversations happening behind closed doors are monumental.
This Week in Startups·Anthropic’s Mythos is a cyber-weapon, so you can’t have it | E2273·Apr 09, 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
“Encyclopedia Britannica and their subsidiary Merriam-Webster have sued OpenAI for use of their dictionaries and encyclopedias in training data. Further, Britannica claims that ChatGPT has cannibalized their web traffic by producing content that substitutes or competes. Responding to the lawsuit, an OpenAI spokesperson said, Our models empower innovation and are trained on publicly available data and grounded in fair use. Now, for our last topic today, it's actually two stories that both seem to point in a similar …”“Encyclopedia Britannica and their subsidiary Merriam-Webster have sued OpenAI for use of their dictionaries and encyclopedias in training data. Further, Britannica claims that ChatGPT has cannibalized their web traffic by producing content that substitutes or competes. Responding to the lawsuit, an OpenAI spokesperson said, Our models empower innovation and are trained on publicly available data and grounded in fair use. Now, for our last topic today, it's actually two stories that both seem to point in a similar direction, which is a change in how open-source AI gets developed. The first story is that Alibaba has restructured their AI organization in a shift, it seems, to maximize profits. Rumors were swirling earlier this month that a big move was in the works as three senior researchers left the Quinn team. The departures included technical lead Justin Lin, who …”View more
Ridealong summary
Encyclopedia Britannica has filed a lawsuit against OpenAI, claiming that their dictionaries and encyclopedias were improperly used in training ChatGPT, which has also harmed Britannica's web traffic. OpenAI argues that their models utilize publicly available data under fair use, highlighting a pivotal moment in the ongoing debate over AI training data rights and the future of open-source AI development.
The AI Daily Brief: Artificial Intelligence News and Analysis·The Race to Put AI Agents Everywhere·Mar 17, 2026
“One of them, you said, was maybe circulated by some allies of Elon Musk and people who are opposed to OpenAI. So give us some sort of behind-the-scenes details about what is being said by whom and how and to what ends about Sam Altman in Silicon Valley. Well, it was really important to us to filter for the obvious competitive incentives out there. there are people who are massively incentivized to go after Sam Allman. And the reality is that there are very firmly evidence-based critiques, many of which are promulgated not just by the rivals, although …”“One of them, you said, was maybe circulated by some allies of Elon Musk and people who are opposed to OpenAI. So give us some sort of behind-the-scenes details about what is being said by whom and how and to what ends about Sam Altman in Silicon Valley. Well, it was really important to us to filter for the obvious competitive incentives out there. there are people who are massively incentivized to go after Sam Allman. And the reality is that there are very firmly evidence-based critiques, many of which are promulgated not just by the rivals, although they're certainly amplified by them happily, but also by more neutral figures and people who are just kind of technologists who aren't in the fight. And then there is the white hot center of the rivalry, the stuff you mentioned that I think is in a very different category, which is, you know, Elon Musk and other direct competitors really amplifying …”View more
Ridealong summary
Sam Altman is portrayed as untrustworthy, with numerous allegations of dishonesty even in a culture accustomed to hype and deception.
Hard Fork·Anthropic’s Cybersecurity Shock Wave + Ronan Farrow and Andrew Marantz on Their Sam Altman Investigation + One Good Thing·Apr 10, 2026
“… the edges, but that it's basically the same cloud that you and I have. I see. Well, so this appears to be a very temporary phenomenon. We know that OpenAI has signed a deal with the Pentagon and presumably its systems will be onboarded onto classified defense systems soon Gemini was approved for non uses at the Pentagon So I think pretty soon the Pentagon is to have more options to choose from as it deploys these systems. Yeah. So that is how AI is being used offensively by the United States and Israel, Kevin. But we should also talk about what Iran is doing offensively against some of these AI …”“… to make it work inside these classified systems, on these sort of military applications, that it may sort of refuse different prompts or fewer prompts than a model aimed at consumers and that there may be some additional kind of changes around the edges, but that it's basically the same cloud that you and I have. I see. Well, so this appears to be a very temporary phenomenon. We know that OpenAI has signed a deal with the Pentagon and presumably its systems will be onboarded onto classified defense systems soon Gemini was approved for non uses at the Pentagon So I think pretty soon the Pentagon is to have more options to choose from as it deploys these systems. Yeah. So that is how AI is being used offensively by the United States and Israel, Kevin. But we should also talk about what Iran is doing offensively against some of these AI systems. Yeah, this is a part that I have not spent as much time looking into. So tell me what you're seeing. Well, so as you know, there's been this huge build out of AI infrastructure throughout the Middle East over the past several years. We've seen these multi-billion dollar projects being signed and built in Saudi Arabia and United Arab …”View more
Ridealong summary
The Pentagon has identified AI model Claude as a supply chain risk, revealing its integration into military operations through Palantir's Maven Smart System. This system has transformed battle planning into real-time operations, suggesting targets and issuing coordinates, raising ethical concerns about AI's role in warfare. Meanwhile, Iran retaliated against U.S. AI infrastructure, showcasing the escalating military implications of AI technology.
Hard Fork·A.I. Goes to War + Is ‘A.I. Brain Fry’ Real? + How Grammarly Stole Casey’s Identity·Mar 13, 2026
“Weird stuff going on again at the various AI startups again. First, the journal says that OpenAI fired VP Ryan Biermeister in January for alleged sexual discrimination. She had earlier raised concerns about the upcoming launch of adult mode on ChatGPT. Quote, The fast-growing artificial intelligence company fired the executive Ryan Biermeister in early January following a leave of absence, according to people familiar with the matter. OpenAI told her the termination was related to her sexual discrimination against a male colleague. The …”“Weird stuff going on again at the various AI startups again. First, the journal says that OpenAI fired VP Ryan Biermeister in January for alleged sexual discrimination. She had earlier raised concerns about the upcoming launch of adult mode on ChatGPT. Quote, The fast-growing artificial intelligence company fired the executive Ryan Biermeister in early January following a leave of absence, according to people familiar with the matter. OpenAI told her the termination was related to her sexual discrimination against a male colleague. The allegation that I discriminated against anyone is absolutely false, Biermeister said in a statement in response to a request for comment. Biermeister served as the vice president leading OpenAI's product policy team, which develops rules for how people can use the company's products and helps design the enforcement mechanisms for those policies. Her …”View more
Ridealong summary
OpenAI's planned launch of an adult mode for ChatGPT has triggered significant backlash, leading to the firing of VP Ryan Biermeister who raised concerns about its potential harm. As she opposed the feature, claiming it could exacerbate unhealthy attachments to AI, several key researchers are now leaving the company, questioning its direction. This turmoil highlights the ethical dilemmas facing AI startups today.
Tech Brew Ride Home·The “Covid Moment” For AI?·Feb 11, 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
The pursuit of AGI by companies like OpenAI is criticized for lacking clear definitions and goalposts, allowing them to manipulate the concept to suit their narratives.
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
“… 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
“Last up, one more OpenAI headline that I'm keeping an eye on is the Elon Musk versus Sam Altman trial, which kicks off today in federal court in Oakland. Elon Musk sued OpenAI and Sam Altman for $134 billion, claiming that OpenAI broke its promise to stay a nonprofit. Both Elon Musk and Sam Altman are expected to testify in this trial. So this trial could have major implications for the entire AI industry. So we'll keep you guys posted on any big developments as this …”“Last up, one more OpenAI headline that I'm keeping an eye on is the Elon Musk versus Sam Altman trial, which kicks off today in federal court in Oakland. Elon Musk sued OpenAI and Sam Altman for $134 billion, claiming that OpenAI broke its promise to stay a nonprofit. Both Elon Musk and Sam Altman are expected to testify in this trial. So this trial could have major implications for the entire AI industry. So we'll keep you guys posted on any big developments as this all plays out. Now, sticking with AI, let's talk about Meta. Late last year, Meta acquired a Chinese AI startup called Manus. Now, Manus is an AI agent company that got a lot of hype when it launched in March of 2025. Their agents can autonomously execute tasks like coding, market research, and data analysts. In fact, the company reached $100 …”View more
Ridealong summary
China's blocking of Meta's acquisition of Manus AI exacerbates US-China tensions and complicates Meta's integration efforts, highlighting the unpredictable nature of international tech investments.
The trial between Elon Musk and OpenAI could have major implications for the entire AI industry.
The Rundown·China Blocks Meta’s $2B AI Acquisition, OpenAI Partners with Qualcomm on Smartphone·Apr 27, 2026
“… customers, Salesforce dreams of getting these million-dollar customers. Brad, you're an investor. I guess Sam famously on BG2 asked you to sell your OpenAI stock back to him. You didn't. You demurred. But you're an investor in both.”“… truly mind-boggling when you think about it because those are the most coveted customers in the world these are the big fish that you just uh when people are running enterprise software they they dream slack dreamed of getting these million-dollar customers, Salesforce dreams of getting these million-dollar customers. Brad, you're an investor. I guess Sam famously on BG2 asked you to sell your OpenAI stock back to him. You didn't. You demurred. But you're an investor in both.”View more
Ridealong summary
Anthropic has reached a staggering $30 billion revenue run rate, an unprecedented growth trajectory that has caught the industry's attention. Starting from charging for API access in early 2023, they projected a billion-dollar run rate by the end of 2024, showcasing a rapid climb fueled by enterprise customers willing to spend over a million annually. This explosive growth positions Anthropic as a dominant player in the AI coding market, potentially setting the stage for monopolization.
All-In with Chamath, Jason, Sacks & Friedberg·Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence·Apr 10, 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
“… chain risk designation and pushing other defense contractors to stop working with Anthropic as well. On the same day that this was all going down, OpenAI announced their own deal with the Department of War, and it has just been a mess. In the wake of OpenAI announcing their deal last Friday night Anthropic CEO Dario Amadei published a 1 memo that was not happy with basically anyone The memo was later leaked to the information and Amadei got right to the point He opened the memo by writing, I want to be very clear on the messaging that is coming from OpenAI and the mendacious nature of it. This …”“… culminating in President Trump blasting out on Truth Social that Anthropic was now persona non grata with the U.S. government, and Hegseth following up that not only would they not be working with Anthropic, they would in fact be pursuing the supply chain risk designation and pushing other defense contractors to stop working with Anthropic as well. On the same day that this was all going down, OpenAI announced their own deal with the Department of War, and it has just been a mess. In the wake of OpenAI announcing their deal last Friday night Anthropic CEO Dario Amadei published a 1 memo that was not happy with basically anyone The memo was later leaked to the information and Amadei got right to the point He opened the memo by writing, I want to be very clear on the messaging that is coming from OpenAI and the mendacious nature of it. This is an example of who they really are, and I want to make sure everyone sees it for what it is. Dario explained that while we didn't know exactly what was in the OpenAI contract, he had a few impressions about how their safeguards would work. He suggested that OpenAI would deploy a model without legal restrictions, but with a safety layer that …”View more
Ridealong summary
The Pentagon's AI warfare policy is criticized for prioritizing superficial safety measures over genuine ethical considerations, with Anthropic highlighting the inadequacy of OpenAI's safeguards.
The AI Daily Brief: Artificial Intelligence News and Analysis·AI Is Officially Political·Mar 06, 2026
“… immune to getting blown up, right? They're in an armored suit because they don't get any repercussions for this. Now, what's the equivalent? If OpenAI's Sora did this, they would be sued to high heaven and they wouldn't have a product by the end of it. So it's kind of like a double-edged sword where it's like, you can see how cool this thing could be, but you can't really play with the thing. And China, who isn't kind of reprimandable to any of US laws, can just kind of play with the thing and show us what the future is going to look like. But the quality of these things are insane. But it is …”“Yeah. I mean, the two most potent things here is, one, it's a really good model. But two, China's just running through a minefield of copyright right now. Could not care less. They're immune to getting blown up, right? They're in an armored suit because they don't get any repercussions for this. Now, what's the equivalent? If OpenAI's Sora did this, they would be sued to high heaven and they wouldn't have a product by the end of it. So it's kind of like a double-edged sword where it's like, you can see how cool this thing could be, but you can't really play with the thing. And China, who isn't kind of reprimandable to any of US laws, can just kind of play with the thing and show us what the future is going to look like. But the quality of these things are insane. But it is entirely fake. I must remind you of that. But do you want to know what actually has been proven not to be fake? Mm-hmm. Sounds like if you were a Limitless listener, you got some early intel because we were right. We were right. Right now you're seeing an excerpt from a leaked, but then said to be fake news advert of OpenAI's new consumer AI …”View more
Ridealong summary
The controversy surrounding OpenAI's Dime device escalates as new evidence suggests it may not be a hoax after all. Actor Alexander Skarsgård's involvement in a leaked advertisement raises questions about the authenticity of the device, despite OpenAI's denial. The situation is further complicated by speculation about who funded the ad and whether OpenAI is backpedaling on its product plans.
Limitless Podcast·This Week in AI: "Something Big is Happening," The xAI Exodus, Seedance 2.0·Feb 13, 2026
Ridealong summary
Ronan Farrow reveals shocking allegations about Sam Altman, the CEO of OpenAI, claiming he has a consistent pattern of deception. After an 18-month investigation involving over 100 interviews and hundreds of documents, Farrow uncovers serious accusations that Altman misled board members about AI safety features and even accused colleagues of plotting against him. This deep dive raises critical questions about the integrity of one of tech's most influential leaders.
Prof G Markets·Trump Threatened to End Iranian Civilization — What Comes Next?·Apr 08, 2026
“… as they have, I think, is a reflection of the fact that this is being rolled out with absolutely no public input. And, you know, a company like OpenAI, such a bait and switch, right? I mean, they said, trust us, we're like Wikipedia, like we're a public interest company. No, you can't let the profit motive determine such an important technology. Oh, we changed our mind, you know? Yeah. So, you know, what Bernie Sanders has been saying is like, why would we trust these companies who, you know, don't even let their workers have a bathroom break to think about not like what does it mean to be …”“… debate that you're describing, and they're being told, you have no role in this, that Washington has decreed that, you know, everyone's going to take their data centers and you don't have a right to regulate it. But the fact that they have as much energy as they have, I think, is a reflection of the fact that this is being rolled out with absolutely no public input. And, you know, a company like OpenAI, such a bait and switch, right? I mean, they said, trust us, we're like Wikipedia, like we're a public interest company. No, you can't let the profit motive determine such an important technology. Oh, we changed our mind, you know? Yeah. So, you know, what Bernie Sanders has been saying is like, why would we trust these companies who, you know, don't even let their workers have a bathroom break to think about not like what does it mean to be human, but how are you going to eat when your job is replaced? Right. Like the basic question of caring for people. Like, I don't think people have the capacity to think about what their lives are for if AI is replacing their jobs because they're worried about how they're going to eat and pay their rent. And they have absolutely no indication that …”View more
Ridealong summary
Naomi Klein discusses the critical questions surrounding the role of AI in society and how it impacts human value and job security. She emphasizes the lack of public input in AI development and questions whether these technologies should remain in the private sector, arguing they are too fundamental to be profit-driven. Klein warns that without addressing what it means to be human in an AI-dominated world, we risk losing sight of our own worth and societal care.
The Ezra Klein Show·Naomi Klein on Trumpism and Our Age of ‘Unlikely Bedfellows’·Mar 20, 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
“… 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
“So, man, this really sent shockwaves in a way that is hard to capture. Speaking of OpenAI, just as this was happening, they announced that they have raised $110 billion in private funding. This is with $50 billion from Amazon and $30 billion from NVIDIA and Southbank with their valuation now being $730 billion. The funding round actually remains open, so they expect more investors to join. I've lost track, but I think this is like the biggest round they've had, $110 billion. That is insane numbers. Most companies' valuations don't …”“So, man, this really sent shockwaves in a way that is hard to capture. Speaking of OpenAI, just as this was happening, they announced that they have raised $110 billion in private funding. This is with $50 billion from Amazon and $30 billion from NVIDIA and Southbank with their valuation now being $730 billion. The funding round actually remains open, so they expect more investors to join. I've lost track, but I think this is like the biggest round they've had, $110 billion. That is insane numbers. Most companies' valuations don't rise to this level. And this is just funded. Like, oh my God. So insane and impressive that there's still this much appetite to invest in OpenAI. Given that the payoff won't be for a while unless you expect a rapid takeoff. The economics just don't make sense. The R&D costs will continue to be there. The data center investments will continue to be …”View more
Ridealong summary
The massive investments in OpenAI are unsustainable and built on debt rather than real demand.
The massive investments in OpenAI are unsustainable and built on debt rather than real demand.
OpenAI's valuation is wildly out of scale with its revenue, suggesting either a massive bubble or a transformative shift in the AI industry.
OpenAI's valuation is wildly out of scale, suggesting either a massive bubble or a new normal where AGI dominance is expected.
Last Week in AI·#236 - GPT 5.4, Gemini 3.1 Flash Lite, Supply Chain Risk·Mar 12, 2026
“… or maybe the stock is down 80% from the highs and they overhired, and AI is a convenient excuse. I don't think we ever said the words that OpenAI raised a $110 billion round of funding from Amazon, NVIDIA, and SoftBank. So I'm grateful for the support from our partners that have a lot of work to do to bring you the tools you deserve. That's probably the biggest. That's a gong record. Yes. It's the biggest round for a private company ever. And it's also about one quarter of venture capital outlays that are expected for 2026 in one round. Absolutely wild. 400 million will be invested from …”“I sat on the roof eating free snacks all day with a MacBook. Maybe block laying off a ton of employees is a sign that AI is going to destroy everything, or maybe the stock is down 80% from the highs and they overhired, and AI is a convenient excuse. I don't think we ever said the words that OpenAI raised a $110 billion round of funding from Amazon, NVIDIA, and SoftBank. So I'm grateful for the support from our partners that have a lot of work to do to bring you the tools you deserve. That's probably the biggest. That's a gong record. Yes. It's the biggest round for a private company ever. And it's also about one quarter of venture capital outlays that are expected for 2026 in one round. Absolutely wild. 400 million will be invested from venture capitalists broadly. Of course, this money is from the hyperscalers. It's more complicated than your average VC deal. I don't even know if this will be included in the VC funding tallies because it's such a big round and it's from so many strategists. But lots of more capital for OpenAI.”View more
Ridealong summary
The $110 billion funding round for OpenAI is unprecedented and highlights a shift towards concentrated investments in major AI players rather than a broad distribution across startups.
OpenAI's $110 billion funding round is unprecedented and complicates traditional venture capital tallies due to its scale and strategic backers.
OpenAI's $122 billion funding round is unprecedented and highlights the massive scale of investment from strategic partners like Amazon, NVIDIA, and SoftBank.
The $110 billion funding round for OpenAI, involving major players like Amazon, NVIDIA, and SoftBank, represents a massive and unprecedented investment in AI, signaling strong confidence in the sector's future.
“… like really angry things on Anthropic. Hegseth then declares that Anthropic will officially be designated as national security risk. And then OpenAI announces via a tweet from Sam Altman that they have struck a deal in the same night with the Department of War. That's on Friday. And then on Saturday, the U.S. government attacks Iran. Right. So like crazy timeline of events here. And we find out, I think on Sunday, the Wall Street Journal reported that anthropic AI was in fact used in this attack on Iran. Hours after it was declared as a national security risk. Yes. But also Karen like you …”“… systems. Suddenly, the day before the deadline, Anthropic issues out this statement saying, we cannot in good conscience accede to the terms the Department of War is giving us. The next day, the deadline passes. There's clearly no deal. Trump is tweeting like really angry things on Anthropic. Hegseth then declares that Anthropic will officially be designated as national security risk. And then OpenAI announces via a tweet from Sam Altman that they have struck a deal in the same night with the Department of War. That's on Friday. And then on Saturday, the U.S. government attacks Iran. Right. So like crazy timeline of events here. And we find out, I think on Sunday, the Wall Street Journal reported that anthropic AI was in fact used in this attack on Iran. Hours after it was declared as a national security risk. Yes. But also Karen like you you know literally wrote the book on this This goes back to the history of these companies right Because Anthropic spins off of OpenAI early on And their whole thing is they worried that OpenAI isn worried about safety enough And this is kind of at least on paper this is like the company thing Anthropic is like we the safety company We not doing …”View more
Ridealong summary
The Pentagon's designation of Anthropic as a national security risk is an unprecedented move that reflects a coercive approach to force compliance with military demands.
The Pentagon's attempt to strong-arm Anthropic into compliance highlights a troubling overreach, treating a domestic AI company as a national security threat for upholding ethical standards.
The Pentagon's aggressive tactics against Anthropic highlight a troubling overreach into private sector autonomy, raising ethical concerns about AI's role in military applications.
The Interface·Is AI running modern warfare?·Mar 05, 2026
“… APIs for enterprise features so your app can become enterprise-ready and scale up market faster. Think of it like Stripe for enterprise features. OpenAI, Perplexity, and Cursor are already using WorkOS to move faster and meet enterprise demands. Join them and hundreds of other industry leaders at WorkOS.com. Start building today. Jason, welcome to How I AI. Thank you so much for having me. I'm super stoked to be here. You and I met because when I was deep in my open claw psychosis, you messaged me and you said, I think I have the open claw use case for you. And you were right. I recently …”“… intense IT scrutiny from day one. To pass, they need secure authentication, access controls, audit logs, the whole suite of enterprise features. Building all that from scratch? It's a massive lift. That's where WorkOS comes in. WorkOS gives you drop-in APIs for enterprise features so your app can become enterprise-ready and scale up market faster. Think of it like Stripe for enterprise features. OpenAI, Perplexity, and Cursor are already using WorkOS to move faster and meet enterprise demands. Join them and hundreds of other industry leaders at WorkOS.com. Start building today. Jason, welcome to How I AI. Thank you so much for having me. I'm super stoked to be here. You and I met because when I was deep in my open claw psychosis, you messaged me and you said, I think I have the open claw use case for you. And you were right. I recently published this like ultimate guide to open claw. And Lenny was asking me, what are your like killer use cases for open claw? And I was like, man, I got an agent making me memes all day. And that is what you told me to do. So tell me, how did we get here? Why are we making like agentically driven memes via API in Telegram? Thanks to the bot father.”View more
Ridealong summary
Jason Levin, CEO of Memelord, reveals how non-coders can drive innovation in marketing by creating memes without overthinking. He shares his journey from a simple newsletter to a $3 million API platform, emphasizing the importance of letting marketers have creative freedom to enhance demand and product quality. This approach can lead to better products and prevent talent loss in companies.
How I AI·From a $6.90 newsletter to $3M API: How a non-coder built Memelord | Jason Levin·Apr 27, 2026
“And OpenAI is cooked. What's interesting is because Anthropic has such bounds on compute and they can only grow it so fast and sort of to the point of Dario used to gloat about how OpenAI was being too aggressive on compute and Anthropic was more sensible in their scaling. And now Anthropic is like, fuck, I wish we had a lot more compute. OpenAI is able to pay the bills perfectly fine. In fact, they've raised a ton of money to get incremental compute in …”“And OpenAI is cooked. What's interesting is because Anthropic has such bounds on compute and they can only grow it so fast and sort of to the point of Dario used to gloat about how OpenAI was being too aggressive on compute and Anthropic was more sensible in their scaling. And now Anthropic is like, fuck, I wish we had a lot more compute. OpenAI is able to pay the bills perfectly fine. In fact, they've raised a ton of money to get incremental compute in addition to the irresponsible levels of compute that they were buying from Oracle and Core, and SoftBank and all these people and Microsoft, such as Tranium. Now they're getting Tranium as well from Amazon. on. But what's interesting is if you were to say Opus 4.6, you know, let's ignore models getting better over time. Let's just take diffusion of …”View more
Ridealong summary
OpenAI is outpacing Anthropic in the race for compute power, raising significant funds to support its aggressive scaling. While Anthropic struggles with compute limitations, OpenAI is positioned to capture the growing AI market, potentially reaching $100 billion in spending by the end of the year. This disparity highlights the economic demand for AI models that far exceeds current supply capabilities.
“This model is pretty close, and Sam is going to be releasing this publicly, or OpenAI is going to be releasing it publicly for everyone to use. So a question that pops to my head is, does this mean that it's a matter of compute and open area just simply has more of them certainly if you compare sam altman's ability to acquire compute and spend all these trillions of dollars to acquire it versus anthropic anthropic has been extremely conservative and now they're struggling like you know they recently signed a five billion dollar …”“This model is pretty close, and Sam is going to be releasing this publicly, or OpenAI is going to be releasing it publicly for everyone to use. So a question that pops to my head is, does this mean that it's a matter of compute and open area just simply has more of them certainly if you compare sam altman's ability to acquire compute and spend all these trillions of dollars to acquire it versus anthropic anthropic has been extremely conservative and now they're struggling like you know they recently signed a five billion dollar deal with amazon which we'll get to later on but the point is um this is a tale of two stories either open air has enough compute and they're about to leapfrog claude because of that and they're proving that through this model that is a very good answer to mythos or and this is the alternative side anthropics mythos model is just plainly better …”View more
Ridealong summary
OpenAI's new ChatGPT 5.5 model is revolutionizing the AI landscape, outperforming competitors like Claude Mythos due to superior computing power. With innovative applications ranging from space mission simulations to earthquake tracking, this model not only excels in coding but also delivers dynamic, interactive experiences that were previously unattainable. It's a pivotal moment for enterprises looking to leverage AI efficiently and effectively.
Limitless Podcast·THIS WEEK IN AI: Chat GPT-5.5 Beats Claude Mythos, SpaceX Cursor Rumors, Google's New TPU's·Apr 24, 2026
“… Now it kind of seems like maybe this is what we're seeing, is that the data advantage is actually causing Anthropic to pull ahead. And maybe OpenAI is also in that running.”“… year or certainly the year before, people just kept trading places on the leaderboard. It's that, okay, you know, Gropkin has the best model, Google has the best model. Exactly. Every single week, it seems like somebody else is entering into the rotation. Now it kind of seems like maybe this is what we're seeing, is that the data advantage is actually causing Anthropic to pull ahead. And maybe OpenAI is also in that running.”View more
Ridealong summary
Anthropic's new AI model is set to revolutionize cybersecurity by leveraging vast coding data, putting it ahead of competitors. While other companies have significant computing power, Anthropic's unique data advantage allows it to improve rapidly, potentially reshaping the landscape of AI capabilities. This shift could lead to a major divide in the industry as data becomes the key to success.
“So let's talk about some news. The biggest thing on the internet this week, as has been the case for many weeks the last few years, is OpenAI. And in particular, this big New Yorker story about Sam Altman. I'm assuming, Nila, you've read this story. Yeah, I did read it. It's really interesting. And actually, a little Decoder preview, Ronan Farrow, who co-wrote the piece, is on Decoder next week. Oh, nice. so if you have questions you can email us decoder at the verge.com we really do read all the emails as i keep saying uh would love to hear what you want to know uh and we'll see if …”“So let's talk about some news. The biggest thing on the internet this week, as has been the case for many weeks the last few years, is OpenAI. And in particular, this big New Yorker story about Sam Altman. I'm assuming, Nila, you've read this story. Yeah, I did read it. It's really interesting. And actually, a little Decoder preview, Ronan Farrow, who co-wrote the piece, is on Decoder next week. Oh, nice. so if you have questions you can email us decoder at the verge.com we really do read all the emails as i keep saying uh would love to hear what you want to know uh and we'll see if we can get ronin to tell us some stuff that didn't make it into print which would be astonishing yeah given the length yes given well given the length and also given what this story is i mean i think uh i i tried very hard not to see this story as pure david confirmation bias um but i'm starting to feel like the take that I espoused last summer, …”View more
Ridealong summary
OpenAI is a house of cards, with leadership issues and internal chaos threatening its stability and future.
The Vergecast·Fear and loathing at OpenAI·Apr 10, 2026
“… has ever happened before in the history of podcasting. We miss the ads too. Yeah, all we have now is... Well, there's a debate on the timeline about OpenAI's new cybersecurity product. There was a post that was deleted, and then Axios issued an update. Basically, the question was, OpenAI is launching a new model, rumored to be called SPUD, trained on Blackwell, sort of similar, you know, big model, lots of capabilities. And OpenAI has been working on cybersecurity products. Will they gate the rollout similarly? Are they running the same playbook? Will they take a different path? At what point will …”“… Amazon's had decades of drawing down on free cash flow to invest in the future. And they've had a long history of communicating that effectively to the community and to the shareholders. I mean, level to which people miss the ads. I don't think this has ever happened before in the history of podcasting. We miss the ads too. Yeah, all we have now is... Well, there's a debate on the timeline about OpenAI's new cybersecurity product. There was a post that was deleted, and then Axios issued an update. Basically, the question was, OpenAI is launching a new model, rumored to be called SPUD, trained on Blackwell, sort of similar, you know, big model, lots of capabilities. And OpenAI has been working on cybersecurity products. Will they gate the rollout similarly? Are they running the same playbook? Will they take a different path? At what point will they make their models available? And people are going back and forth. And Andrew Curran is sort of clarifying here that the new model and the cybersecurity product are separate. And only the cybersecurity specialized model will have a limited release, not the new model itself. So it looks like a general public release for SPUD. Dan Shipper shared …”View more
Ridealong summary
OpenAI's decision to limit the release of a cybersecurity-optimized AI model is prudent to prevent misuse, but raises questions about accessibility and innovation.
TBPN·Andy Jassy’s Shareholder Letter, Meek Mill Joins the AI Race| Diet TBPN·Apr 10, 2026
“… inflection point, as we saw Anthropic starting to play with pricing in a way that shifted user behavior, I think somewhat meaningfully. And then OpenAI realizing it needed to get into the more lucrative part of the market and abandon some things that got it a lot of attention, but ultimately had no path towards money. What do you think happens next here? I think we're going to see OpenAI further, you know, kind of consolidate resources into these two focuses and lose a couple of other side projects. So, you know, we've heard maybe Atlas is going to go by the wayside, probably, even though they …”“… globally, or you're going to have to raise the prices a lot. And then even then it may not square with like what you actually need. So we'll see. It's going to be a really interesting year. Yeah. Like I said, But it feels like this past week, real inflection point, as we saw Anthropic starting to play with pricing in a way that shifted user behavior, I think somewhat meaningfully. And then OpenAI realizing it needed to get into the more lucrative part of the market and abandon some things that got it a lot of attention, but ultimately had no path towards money. What do you think happens next here? I think we're going to see OpenAI further, you know, kind of consolidate resources into these two focuses and lose a couple of other side projects. So, you know, we've heard maybe Atlas is going to go by the wayside, probably, even though they haven't said this, some safety research, I would guess, or at least, you know, doing what they tend to do, which is kind of reassigning people on a certain safety research team into other departments. And so they say they're not actually, you know, diminishing the research, but who knows whether they are or not. You know, so I think we'll see some …”View more
Ridealong summary
OpenAI's IPO ambitions are fraught with internal disagreements and strategic shifts, indicating potential instability as it prioritizes profit over innovation.
Decoder with Nilay Patel·The AI industry's existential race for profits·Apr 09, 2026
“… That's our brand. I think something that's interesting also for the audience to realize is whenever it was announced that TBPN was acquired by OpenAI, they said, oh, of course, we're going to retain our editorial dependence. We have all this stuff written to our code. But then also the Wall Street Journal announcement article said the two hosts and founders of it are going to be reporting to Chris Lehane, OpenAI's head of lobbying and communications. They're going to be advising OpenAI on communications and advocacy and lobbying work and are basically going to be literal paid spokespeople …”“That's probably true. I hate to say it. She's not wrong. Well, no, I think people get sick of hype. I hope so. I mean, I think our audience, as small though it may be, is interested in as objective information as we can give them, right? That's our brand. I think something that's interesting also for the audience to realize is whenever it was announced that TBPN was acquired by OpenAI, they said, oh, of course, we're going to retain our editorial dependence. We have all this stuff written to our code. But then also the Wall Street Journal announcement article said the two hosts and founders of it are going to be reporting to Chris Lehane, OpenAI's head of lobbying and communications. They're going to be advising OpenAI on communications and advocacy and lobbying work and are basically going to be literal paid spokespeople for OpenAI while also hosting a news platform. Chris Lehane, by the way, his name. I think it's a very interesting thing that tech as a industry has reached the size now that it is acquiring its own state-sponsored media. Yes, yes. Yes, that's what it is, isn't it? Chris Lehane is name-dropped in the Ronan Farrell article as one of the crisis …”View more
Ridealong summary
Google's AI overviews provide incorrect information at an alarming rate, with tens of millions of inaccuracies reported every hour. This revelation comes from a study that contrasts the optimistic portrayal of Google's AI accuracy with the stark reality of its performance. Such discrepancies raise questions about the reliability of AI in delivering factual information.
Intelligent Machines (Audio)·IM 865: Mythic - Too Dangerous to Release?·Apr 08, 2026
“… right now. And I think with the amount of noise on the news feed every day and the amount of different apps that we're pivoting between, like if OpenAI can hold the attention of the TBPN audience, that is valuable to them. And it might have been difficult for them to figure out what that like an alternative was. Again, I don't know how quickly this came together. I don't know if TVPN was shopping themselves around or if OpenAI was like, we need a solution here. This like AI war is heating up. What is our battle plan going to be? And this was one of the options. Yeah. Don't you agree? Like, I …”“… you could probably agree that open ai wasn't shopping for a news organization they happened to buy one whether you want to call it like a capital N news organization or a lowercase media company. But they have a really incredible distribution platform right now. And I think with the amount of noise on the news feed every day and the amount of different apps that we're pivoting between, like if OpenAI can hold the attention of the TBPN audience, that is valuable to them. And it might have been difficult for them to figure out what that like an alternative was. Again, I don't know how quickly this came together. I don't know if TVPN was shopping themselves around or if OpenAI was like, we need a solution here. This like AI war is heating up. What is our battle plan going to be? And this was one of the options. Yeah. Don't you agree? Like, I don't think their marketing or brand team was like, let's start a newsroom. Like, no, for sure. And I think Sam was also an investor in Soylent, right? Yeah. So there's a 10 year history. I don't know how much that played into this or not. How much this was a Sam decision or how much of it was a. Yeah, but they have background. You're right. Like …”View more
Ridealong summary
OpenAI's unexpected acquisition of TBPN reveals deeper dynamics in Silicon Valley's evolving landscape. While many viewed this as merely a humorous coincidence, it's a strategic move to leverage TBPN's distribution platform amidst a competitive AI landscape. This mirrors historical trends where tech giants invest in media to reshape narratives and engage audiences.
TechStuff·Sam Altman Bought A Media Company. Now What? w/ Emily Sundberg - The Story·Apr 08, 2026
“… Journal piece – was let's look at their earnings excluding frontier model training, excluding model training. And on that basis, I think it was OpenAI said in the piece or the implication was in the piece that they could be cash flow positive in a very modest way. I think it was in 2029 or something like that. if you exclude those costs. But that's a ridiculous exercise because those are not costs you can exclude because that is a persistent annual expense that they concede in the piece is actually both accelerating and becoming more expensive. And so that's not a cost that's going away. So …”“… unit they sell. That hasn't changed. And the way they try to get around that is by excluding their largest, most material and most predictable cost, which is frontier model training. So the line of patter is that – and this was part of the Wall Street Journal piece – was let's look at their earnings excluding frontier model training, excluding model training. And on that basis, I think it was OpenAI said in the piece or the implication was in the piece that they could be cash flow positive in a very modest way. I think it was in 2029 or something like that. if you exclude those costs. But that's a ridiculous exercise because those are not costs you can exclude because that is a persistent annual expense that they concede in the piece is actually both accelerating and becoming more expensive. And so that's not a cost that's going away. So excluding it is a fundamental misunderstanding of the nature of their business. So to do that, or by doing that, you can make the unit economics appealing, but it's a misnomer because the unit economics are driven by the models themselves, by their own admission, that if they were to stop spending on models today, subscribers would move somewhere …”View more
Ridealong summary
OpenAI's valuation is inflated and unsustainable, with potential for a dramatic market correction as enthusiasm wanes.
OpenAI's valuation is inflated and unsustainable, with a likely future collapse akin to past market bubbles.
The enthusiasm for AI companies like OpenAI is reminiscent of past bubbles, with current valuations being unsustainable and likely to collapse as AI becomes a utility-like service.
Prof G Markets·Iran Deadline Looms for an Economy on the Edge·Apr 07, 2026
“… meta and you know the usual suspects then i think it's a net negative there's potential to do good but these companies have shown i mean And the way OpenAI released Sora, which is the most irresponsible product I've ever seen from a company that talks about AI safety, I cannot see a world in which they do things that primarily service people anymore. So I think it's been interesting. There some things about it that make me kind of compelled but it also like a very dangerous path And some people are very vulnerable to AI suggestions And there a whole like off offsetting your mental cognitive load …”“… there are moments of excitement especially early on when the technology um is still exciting and the things it does are surprising but i think generally if you're in full control of everything i'd say it's neutral but if we're using products made by meta and you know the usual suspects then i think it's a net negative there's potential to do good but these companies have shown i mean And the way OpenAI released Sora, which is the most irresponsible product I've ever seen from a company that talks about AI safety, I cannot see a world in which they do things that primarily service people anymore. So I think it's been interesting. There some things about it that make me kind of compelled but it also like a very dangerous path And some people are very vulnerable to AI suggestions And there a whole like off offsetting your mental cognitive load to something else, kind of like getting used to it. And the way like the whole like Twitter culture right now has become this culture of like grift and shortcuts, and people being proud of not putting effort into things and being proud of like, you know, oh, I had to do nothing. I had to learn nothing. Here's a result. I think it's culturally a very …”View more
Ridealong summary
Lucas Rizzotto explores the impact of technology on personal happiness, revealing that while early excitement exists, overall it can be neutral or negative. He discusses his project, 'Escape the Internet,' which aims to provide a brief, meaningful experience with technology instead of endless engagement. This experiment serves as a cautionary tale about our relationship with AI and social media.
The AI XR Podcast·The Mad-Scientist of AI Smartglasses On Wearable AI, VR & Escaping the Internet - Lucas Rizzotto·Apr 07, 2026
“… in fields such as administrative support, legal work, and architecture and engineering. one interesting pitch I was hearing I think it was from the OpenAI doc was like you know I think it was during the industrial revolution the unions lobbied for the weekend the idea of the weekend and that just became a thing and stuck around forever basically and so there's a question about like you know do we pitch a four day work week somehow nationally some like you know bigger thing I don't know there's all these interesting like competitive dynamics and obviously people wind up working on the weekends …”“… grim forecasts about AI's potential to replace white-collar workers at a massive scale. According to a recent Goldman Sachs research report, AI could automate tasks that account for a quarter of all working hours in the United States, especially in fields such as administrative support, legal work, and architecture and engineering. one interesting pitch I was hearing I think it was from the OpenAI doc was like you know I think it was during the industrial revolution the unions lobbied for the weekend the idea of the weekend and that just became a thing and stuck around forever basically and so there's a question about like you know do we pitch a four day work week somehow nationally some like you know bigger thing I don't know there's all these interesting like competitive dynamics and obviously people wind up working on the weekends because they're like, I want to out-compete. David Center is like, I want all my enemies to move to a four-day workweek immediately where they can properly relax and recover. Mandate that actually. Mandate that for everyone except me. Still, analysts say it's hard to judge how many job cuts thus far are genuinely attributable to AI and”View more
Ridealong summary
OpenAI's aggressive spending and IPO ambitions are fraught with internal tensions and financial risks, questioning the sustainability of its growth strategy.
AI is creating new job opportunities, but it's not enough to significantly alter the overall labor market direction.
OpenAI's aggressive spending plans and internal tensions over IPO timing highlight a risky strategy that could lead to financial instability.
AI is creating new job opportunities but not enough to significantly alter the labor market, while also raising questions about the sustainability of temporary jobs in data center construction.
AI is creating new job opportunities but not enough to significantly alter the labor market, with roles often rebranded to include AI for appeal.
TBPN·$1B GLP-1 Lessons, New AI Careers, China's 2030 Master Plan | Sam Broner, Jonathan Slotkin, Liz Hoffman, Bret Taylor, Ariyan Kabir, Atif Siddiqi·Apr 06, 2026
“… work. It appeals, by the way, not just to junior developers at all. It's quite the opposite. Even the most prolific, most senior engineers, even at OpenAI, from Peter from OpenCloud to Greg Brockman, they are now using the app as the primary way to build. So this was very much this, like, agentic delegation vision coming to life. And it's not just for, like, oh, like, the most sophisticated engineers will stay in a terminal. They're actually moving to the app as well. Yeah. So, okay, we keep talking about Peter because he just joined OpenAI and we're, like, super excited. You know, again, creator …”“… that will scale really well to cloud. And we want all of that to feel ergonomic. It shouldn't feel like you're crazily figuring something out to delegate to multiple agents at a time. It should just feel like, obviously, that's how you want to work. It appeals, by the way, not just to junior developers at all. It's quite the opposite. Even the most prolific, most senior engineers, even at OpenAI, from Peter from OpenCloud to Greg Brockman, they are now using the app as the primary way to build. So this was very much this, like, agentic delegation vision coming to life. And it's not just for, like, oh, like, the most sophisticated engineers will stay in a terminal. They're actually moving to the app as well. Yeah. So, okay, we keep talking about Peter because he just joined OpenAI and we're, like, super excited. You know, again, creator of OpenClaw. But I don't know if I told you this, but, yeah, I went for a walk with him in, like, October at Fort Mason, which is a place in San Francisco. And I didn't, like, outright tell him that we were thinking about building an app. But I was starting to poke at this idea of some kind of new interface that made Delegation feel natural. He …”View more
Ridealong summary
Even the most seasoned engineers at OpenAI are shifting from traditional terminal setups to a new app designed for seamless delegation across multiple agents. This shift highlights the growing necessity for ergonomic interfaces in coding, making collaboration easier for everyone, not just beginners. A notable skeptic has even praised the app, marking a significant transition in how coding is approached.
Behind the Craft·How OpenAI's Codex Team Builds with Codex (43 Min) | Alex & Romain·Apr 05, 2026
“… VCs with a three-hour live stream, and they do a good job. It is Pat McAfee for VCs. Like, I don't know how else to describe this. And AI. And OpenAI bought it, like, today, just before we came on air. And it's like, didn't you just talk about how you're not doing side quests? And you're not going to chase all these things and do all this nonsense? And the reason that they bought it, and they put out a press release, and I'm reading it, and it's utterly fascinating. It says, we're not a typical company. We're driving a really big technological shift. And the mission of bringing AGI to the …”“… that's what it started as. It was the Tech Brothers Podcast Network. Yeah, but it's just a three hour live stream. They have a lot of guests on there. A lot of CEOs go on there to hype up their investments. They are part of Founders Fund. Like, they're VCs with a three-hour live stream, and they do a good job. It is Pat McAfee for VCs. Like, I don't know how else to describe this. And AI. And OpenAI bought it, like, today, just before we came on air. And it's like, didn't you just talk about how you're not doing side quests? And you're not going to chase all these things and do all this nonsense? And the reason that they bought it, and they put out a press release, and I'm reading it, and it's utterly fascinating. It says, we're not a typical company. We're driving a really big technological shift. And the mission of bringing AGI to the world comes with a responsibility to help create a space for a real constructive conversation about the changes AI creates with the builders and people using the technology at the center. That exactly what TBPN has built So first of all the mission is to bring AGI to the world and you going to buy a podcast They saying they going to bring their …”View more
Ridealong summary
OpenAI's recent acquisition of the Tech Pro Podcast Network raises eyebrows, especially after their commitment to focus solely on enterprise solutions. This purchase seems to contradict their mission to avoid distractions, as they aim to foster dialogue about AI while navigating a complex media landscape. With tensions between OpenAI's CEO and the owner of their distribution platform, this could lead to significant challenges ahead.
The Vergecast·Apple's best product ever·Apr 03, 2026
“… 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
“… 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
“She asked the question is OpenAI chief futurist prepping for a major breakthrough or just another hype cycle And you can go and read this on Vanity Fair Vanity Fair the tech publication Yes. I mean, Julia covers tech very well. Very, very well. There's a lot of good stuff. Metab over at open AI says we are excited to share a new paper solving three further problems due to Erdos. In each case, the solution was found by an internal model at OpenAI. Each proof is short and …”“She asked the question is OpenAI chief futurist prepping for a major breakthrough or just another hype cycle And you can go and read this on Vanity Fair Vanity Fair the tech publication Yes. I mean, Julia covers tech very well. Very, very well. There's a lot of good stuff. Metab over at open AI says we are excited to share a new paper solving three further problems due to Erdos. In each case, the solution was found by an internal model at OpenAI. Each proof is short and elegant, and the paper is available here. So there's a breakthrough for you. Yeah, Prince asks, would you be able to comment on the delta between the unreleased model and GPT 5.4 Pro? I'm reading correctly. You tried fewer than 10 identical prompts for each of the three problems with GPT 5.4 Pro, and that GPT 5.4 Pro got the first problem correct twice, …”View more
Ridealong summary
Repeating a prompt twice can significantly enhance the performance of AI models, as shown in recent research. This tactic, which seems almost too simple, leverages the way AI processes language and improves results across various benchmarks. It highlights how straightforward techniques can yield powerful results in artificial intelligence.
“… 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
“… 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
Anthropic's Claude Mythos model is set to significantly enhance AI capabilities, but it demands a massive increase in compute resources.
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.
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.
The AI industry's rapid advancements are causing growing pains, with compute limitations impacting user experience and raising questions about sustainability.
Limitless Podcast·Claude Mythos: Anthropic's Leak That's Too Dangerous to Release·Mar 31, 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
“… 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's role in surveillance is deeply concerning, with big tech enabling government overreach and privacy violations under the guise of safety.
Taylor Lorenz’s Power User·The Media Is Lying About the Social Media Addiction Trial: The Verdict Everyone Got Wrong·Mar 27, 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
“… 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
“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 shelve certain projects and focus on coding and enterprise sales is a strategic move that positions the company for long-term success, avoiding the pitfalls of sunk cost fallacy.
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
“… 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 losing consumer market share and facing challenges, but is refocusing on enterprise solutions and offering attractive returns to private equity investors.
All-In with Chamath, Jason, Sacks & Friedberg·Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits·Mar 27, 2026
“… of the gates soaring, but now it's no longer flying. Sora is officially dead, the casualty of a strategic pivot towards business encoding tools for OpenAI ahead of its potential IPO. Sora launched too much Hoopla back in September as sort of a TikTok-style social feed for sharing AI content. You could input your own face into videos, which meant I was doing 360 dunks on Neil in no time. Sam Altman personally encouraged people to splice his face into videos, which led to a clip of him shoplifting becoming the first real viral content to come out of the platform. The move fast and break things …”“platform came out of the gates soaring, but now it's no longer flying. Sora is officially dead, the casualty of a strategic pivot towards business encoding tools for OpenAI ahead of its potential IPO. Sora launched too much Hoopla back in September as sort of a TikTok-style social feed for sharing AI content. You could input your own face into videos, which meant I was doing 360 dunks on Neil in no time. Sam Altman personally encouraged people to splice his face into videos, which led to a clip of him shoplifting becoming the first real viral content to come out of the platform. The move fast and break things approach meant that there were very few guardrails around protected content when Sora first launched, which set off a flurry of copyright battles. Eventually, though, they got the mouse on their side with Disney inking a $1 billion deal, which would let Sora use more than 200 of its characters, a deal that is now dead as Bambi's mom given Sora's …”View more
Ridealong summary
OpenAI's discontinuation of Sora highlights its unsustainable spending and strategic missteps, as the tool became a costly failure rather than a viable product.
OpenAI's Sora project was a financial disaster, burning through cash without generating revenue, leading to its shutdown as part of a strategic pivot towards enterprise solutions.
OpenAI's Sora was a costly failure, highlighting the company's unsustainable spending and strategic missteps in consumer apps.
Morning Brew Daily·OpenAI Shuts Down Sora & United Wants More Premium Seating·Mar 25, 2026
“… leaning toward full cycle. But the second question is, what's the skill set necessary to capture the other 70%? Because there some places like OpenAI they just trip compute wires and they just to click buy more Like I not going to waste a hunter on that But like in this case no it a skill Like you got to get back in front of that, you know, husband or wife, you got to like, probably even more difficult because they're pressing it was life insurance because they're about to have a baby. But now you got to get their home and auto too. You know what I mean? So it's like, that's tough because …”“… if I'm going to capture 95% of the potential on the first sale. But in this case, it's not. One policy, we can get four. We're talking like on average, maybe 25% to 40% of the potential is in the first sale. So that's like second question is that's leaning toward full cycle. But the second question is, what's the skill set necessary to capture the other 70%? Because there some places like OpenAI they just trip compute wires and they just to click buy more Like I not going to waste a hunter on that But like in this case no it a skill Like you got to get back in front of that, you know, husband or wife, you got to like, probably even more difficult because they're pressing it was life insurance because they're about to have a baby. But now you got to get their home and auto too. You know what I mean? So it's like, that's tough because they're already like with someone else. So I think the answer is definitely full cycle, um, is keep people there because the reasons are like, there's always pros and cons to specialization. I think we batted away the, the pro is you're, you're, you're taking that very hard to find hunting skill and making them hunt and close all day as opposed to …”View more
Ridealong summary
Specializing in sales can be detrimental if a significant portion of a customer's lifetime value is captured in the first sale. In contexts like life insurance, where only 25-40% of value is realized initially, maintaining a full-cycle sales approach allows for deeper relationships that facilitate future sales. This strategy emphasizes the importance of understanding customer needs and building rapport for long-term success.
Finding Peak w/ Ryan Hanley·Former HubSpot CRO on the Math Nobody Uses to Scale | Mark Roberge·Mar 25, 2026
“… you already have all this downloaded on your phone and on your desktop application. And if we remember, it was only, I think, four weeks ago that OpenAI acquired OpenClaw. And presumably they did it to build a very similar thing to what Anthropic just released over the last eight weeks. It's pretty crazy that Anthropic out-shipped them. But to your point, I think Anthropic didn't get engaged with OpenClaw in any way.”“… more. A lot of companies are going to trust the fact that Anthropic will implement this more securely, more effectively, and more in a way that's just easier for an enterprise to use. Or if you're just the average user, easier for you to use because you already have all this downloaded on your phone and on your desktop application. And if we remember, it was only, I think, four weeks ago that OpenAI acquired OpenClaw. And presumably they did it to build a very similar thing to what Anthropic just released over the last eight weeks. It's pretty crazy that Anthropic out-shipped them. But to your point, I think Anthropic didn't get engaged with OpenClaw in any way.”View more
Ridealong summary
Anthropic's rapid development and release of new features for Claude AI demonstrate a remarkable product velocity that positions it as a formidable competitor in the AI market.
Anthropic's rapid development and feature rollout demonstrate their competitive edge and potential to disrupt various industries with their AI capabilities.
Limitless Podcast·Claude Is Becoming OpenClaw (And It's Better)·Mar 25, 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
“… wanna learn more about that, I highly recommend checking that conversation out. I'll put a link in the description. Let's shift gears and talk about OpenAI because they shocked some people yesterday by announcing that they are shutting down their Sora app. If you guys remember, Sora came out back in September and it went super viral, hitting number one on the app store. It was an AI app that allowed people to make AI-generated videos from just prompts. And I felt like for three or four weeks, everything in my feed was a Sora video. But just like with other OpenAI products, the hype faded pretty …”“… the time of this recording. By the way, speaking of Circle, I actually interviewed the CFO of Circle last week. It was a really awesome conversation. We posted it on Sunday. I'm not gonna lie, it got me pretty bullish on stable coins. So if you guys wanna learn more about that, I highly recommend checking that conversation out. I'll put a link in the description. Let's shift gears and talk about OpenAI because they shocked some people yesterday by announcing that they are shutting down their Sora app. If you guys remember, Sora came out back in September and it went super viral, hitting number one on the app store. It was an AI app that allowed people to make AI-generated videos from just prompts. And I felt like for three or four weeks, everything in my feed was a Sora video. But just like with other OpenAI products, the hype faded pretty fast. I mean, I haven't seen a Sora video in a long time. So OpenAI decided to pull the plug. According to reports, behind the scenes, Sora was eating up a massive amount of computing power and it also pulled resources away from other teams. Now, this seems to be part of OpenAI's plan to cut down on side quests and focus on maximizing revenue. You …”View more
Ridealong summary
Banning yields on stablecoins would make them less attractive, potentially slowing their adoption and benefiting traditional banks.
The Rundown·Stablecoin Regulation Fears Hit Crypto, OpenAI Ends Sora·Mar 25, 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
“We kick off today with some fairly significant IPO fever. CNBC recently got a hold of documents that they describe as resembling an OpenAI IPO prospectus, with the documents warning of numerous risks to OpenAI like their close ties to Microsoft. Potential investors were told that Microsoft is responsible for a substantial portion of our financing and compute, and OpenAI also disclosed concentration risks, saying, if Microsoft modifies or terminates its commercial partnership with us, or if we are unable to successfully diversify our business partners, our business prospects, …”“We kick off today with some fairly significant IPO fever. CNBC recently got a hold of documents that they describe as resembling an OpenAI IPO prospectus, with the documents warning of numerous risks to OpenAI like their close ties to Microsoft. Potential investors were told that Microsoft is responsible for a substantial portion of our financing and compute, and OpenAI also disclosed concentration risks, saying, if Microsoft modifies or terminates its commercial partnership with us, or if we are unable to successfully diversify our business partners, our business prospects, operating results, and financial condition could be adversely affected. Now, this is particularly relevant given reports that Microsoft is considering a lawsuit to block certain parts of OpenAI's partnership with Amazon. Additional risk disclosures include OpenAI's significant capital expenditure, reliance on compute resources, ongoing litigation with …”View more
Ridealong summary
OpenAI's massive funding round is overshadowed by significant risks, including dependency on Microsoft and potential legal challenges, raising questions about its long-term stability.
OpenAI's massive funding round is overshadowed by significant risks, including dependency on Microsoft and potential legal challenges, casting doubt on its long-term stability.
SpaceX's IPO aims to raise $75 billion, potentially making it the largest IPO in history and debuting as one of the world's largest companies.
OpenAI's IPO plans are fraught with risks, including over-reliance on Microsoft and geopolitical tensions, but the company downplays these as standard legal disclosures.
OpenAI's potential IPO is fraught with risks, including over-reliance on Microsoft and geopolitical tensions, yet the company downplays these as standard legal disclosures.
The AI Daily Brief: Artificial Intelligence News and Analysis·Work AGI is the Only AGI that Matters·Mar 25, 2026
“… email was, is this our Kodak moment? Like, is this going to kind of replace legal research? And the team got access to the tech. They worked with OpenAI and they tested it on legal research back in August of 2020. and they created a series of questions you know they had grading systems evals that we don't talk about now they were created all the way back when and gpt3 failed miserably it was like worse than an f student and so uh the team was like okay the tech is getting better but it's not at the level that that's necessary to to do the type of work that lawyers demand play the tape forward …”“… remember August 2020, which was I think only about two or three months after I joined, I got an email from one of the research scientists on my team. And they said, hey, I just got exposure to GPT-3. Wow, that's early. Yeah. And the headline of the email was, is this our Kodak moment? Like, is this going to kind of replace legal research? And the team got access to the tech. They worked with OpenAI and they tested it on legal research back in August of 2020. and they created a series of questions you know they had grading systems evals that we don't talk about now they were created all the way back when and gpt3 failed miserably it was like worse than an f student and so uh the team was like okay the tech is getting better but it's not at the level that that's necessary to to do the type of work that lawyers demand play the tape forward gpt 3.5”View more
Ridealong summary
In August 2020, a team at Thomson Reuters wondered if GPT-3 could revolutionize legal research, dubbing it their 'Kodak moment.' However, when tested, GPT-3 performed worse than an F student, highlighting that while AI is powerful, it wasn't ready for the demands of legal work. This moment marked a significant realization about the challenges of integrating AI into professional fields.
AI Agents Podcast·AI Agents in Legal Tech - David Wong Thomson Reuters on Responsible AI | EP 127·Mar 25, 2026
“… investment in early and then you might have invested more. But, you know, you take these really deep engagements. And I've worked with my brother at OpenAI. I think you've gone deep with Airbnb. How do you think about that work as it relates to like the business of angel investing or seed investing? Like, is that something that you think is looking back? Has doing that with a small number of companies been important? Was that just fun? Is it both? SB Angel always gets involved at what we call inflection points. And we tell founders, we're not going to bother you. We're not going to look over your …”“Before we come back to politics, there's a couple more investing things I wanted to get your take on. There's a few times where I've observed you going really deep with the company that maybe you made a small investment in early and then you might have invested more. But, you know, you take these really deep engagements. And I've worked with my brother at OpenAI. I think you've gone deep with Airbnb. How do you think about that work as it relates to like the business of angel investing or seed investing? Like, is that something that you think is looking back? Has doing that with a small number of companies been important? Was that just fun? Is it both? SB Angel always gets involved at what we call inflection points. And we tell founders, we're not going to bother you. We're not going to look over your shoulder. But if you're at an inflection point where it's kind of a life and death, that's kind of the shit that we're good at. So you come to us when you're at an inflection point. COVID hits and Brian Chesky's board tells him, Jesus, have we got a company? And poor Brian was struck by that and calls me. And I said, you bet your ass we have a …”View more
Ridealong summary
During the COVID crisis, Airbnb's CEO faced dire predictions about the company's future. Ron Conway, an angel investor, stepped in to reassure him and helped secure funding in just ten days, proving that even in crisis, there are paths forward. This pivotal moment highlights the importance of deep engagement between investors and founders at critical junctures.
Uncapped with Jack Altman·Uncapped #45 | Ron Conway from SV Angel·Mar 25, 2026
“We're back with Prof G Markets. OpenAI is changing course as the AI race intensifies. In an internal memo, the company's chief of applications said that OpenAI needs to ditch its side quests in order to, quote, nail productivity on the business front. That new strategy includes building a super app that combines ChatGPT, Codex, and the Atlas browser. The company is also planning to double its headcount by the end of the year as it works to keep up with Anthropic. Here to discuss …”“We're back with Prof G Markets. OpenAI is changing course as the AI race intensifies. In an internal memo, the company's chief of applications said that OpenAI needs to ditch its side quests in order to, quote, nail productivity on the business front. That new strategy includes building a super app that combines ChatGPT, Codex, and the Atlas browser. The company is also planning to double its headcount by the end of the year as it works to keep up with Anthropic. Here to discuss OpenAI's new strategy, we're speaking with Alex Heath, author of the sources newsletter and co-host of the access podcast so alex uh this new news from open ai they are trying to ditch the side quest this is sort of the initiative that's being spearheaded by fiji simo who i know you have interviewed and who you've been talking with um tell us a little …”View more
Ridealong summary
OpenAI is pivoting from consumer-focused side projects to a more streamlined business strategy, aiming to enhance productivity and compete with enterprise-focused rivals like Anthropic.
Prof G Markets·$1T Moved on Iran “Talks” — Did They Even Happen?·Mar 24, 2026
“… being like, hey, we've swooped in and we've made a deal. Look, these companies, particularly those two, which are the two that are startups, right? OpenAI and Anthropik. They're not the legacy incumbents that have their own AI models like Gemini or whatever.”“… Yeah. And we're going to try to cut them off from all that either supply chain risk. Yeah. You can sell NVIDIA chips to the Chinese government. Yes. But God forbid. You can't use Claw. I mean, come on. Yeah. And then for Sam Altman to post this thing being like, hey, we've swooped in and we've made a deal. Look, these companies, particularly those two, which are the two that are startups, right? OpenAI and Anthropik. They're not the legacy incumbents that have their own AI models like Gemini or whatever.”View more
Ridealong summary
A chilling confrontation unfolded between Anthropic's leadership and the Pentagon over an AI model, leading to a bizarre reaction from the military. The Pentagon's temper tantrum over a terms of service agreement sounded more like a scene from a Bond film than a serious negotiation. This incident highlights the tension between emerging AI startups and established defense interests, raising ethical concerns about technology's role in national security.
Uncanny Valley | WIRED·BIG INTV: Chris Hayes on Urgency and Attention·Mar 24, 2026
“… is starting to have at least in some cases some weird side effects This is a report from a research group called Apollo that did a partnership with OpenAI and got access to the chain of thought which we don see typically as users But that's kind of happening between when we submit a query and when we get our answer back. And what you see in here is some very strange English, like the language models are starting to develop, at least in some cases, their own dialect. Things like now lighten, disclaim, overshadow, overshadow, intangible, let's craft. That's the language model talking to itself. It …”“… some text. Can you predict what is next? But did you get the question right or did you complete the task in a satisfactory way that they are not now just being trained to predict the next word? They are being trained to do things correctly. And that is starting to have at least in some cases some weird side effects This is a report from a research group called Apollo that did a partnership with OpenAI and got access to the chain of thought which we don see typically as users But that's kind of happening between when we submit a query and when we get our answer back. And what you see in here is some very strange English, like the language models are starting to develop, at least in some cases, their own dialect. Things like now lighten, disclaim, overshadow, overshadow, intangible, let's craft. That's the language model talking to itself. It talks about the watchers. Sometimes people think that the watchers refers to the humans that are evaluating it. So that's kind of weird. This doesn't happen to all language models. It's not very well understood exactly why it happens. But this is, I think, a good indicator that they're definitely not just predicting the next token because there is …”View more
Ridealong summary
Language models are evolving beyond mere token prediction, developing their own unique dialects in the process. This shift is due to reinforcement learning, where models learn to complete tasks correctly rather than just predicting the next word. A recent study revealed that some models are generating strange English, indicating a significant change in how they process and respond to queries.
"The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis·AI Scouting Report: the Good, Bad, & Weird @ the Law & AI Certificate Program, by LexLab, UC Law SF·Mar 16, 2026
“… of by the system itself. Yes. And increasingly, this might be semi-supervised or even proactive. I mean, you know, there's that new product from OpenAI where it knows what you're interested in. And while you sleep, it's going off and, you know, pulse. That's right. And, you know, we're in the situation now where we're reasonably technical people. So, you know, MATLAB and Mathematica, they're supremely powerful. But you need to know how to express problems precisely. Whereas I can imagine a future where we express problems just in natural language, or maybe just based on our interactions of …”“… sort of you have a multi-threaded sort of system running in parallel And you're more like the shepherd of this ship than the person actually executing experiments and analyzing. You're still analyzing, but you're not executing. This is happening sort of by the system itself. Yes. And increasingly, this might be semi-supervised or even proactive. I mean, you know, there's that new product from OpenAI where it knows what you're interested in. And while you sleep, it's going off and, you know, pulse. That's right. And, you know, we're in the situation now where we're reasonably technical people. So, you know, MATLAB and Mathematica, they're supremely powerful. But you need to know how to express problems precisely. Whereas I can imagine a future where we express problems just in natural language, or maybe just based on our interactions of language models, the platform knows what we're interested in, and it can just go and find things on our behalf, because this is about democratizing this technology to people who perhaps don't know exactly what they're looking for. I think one of the bigger problems there is sort of this verification aspect to it, right, in the sense that oftentimes …”View more
Ridealong summary
Imagine a future where AI systems autonomously run experiments while you sleep, allowing researchers to focus on analysis rather than execution. This shift from single-threaded interactions with language models to a multi-threaded, proactive approach could democratize research for everyone. However, the challenge remains in verifying the accuracy of AI-generated solutions.
Machine Learning Street Talk (MLST)·When AI Discovers The Next Transformer - Robert Lange (Sakana)·Mar 13, 2026
“… Dylan Patel said on Dorkesh, the TAM for GPT 5.4 is north of $100 billion, but there's adoption lag. That's considered AGI as far as the Microsoft OpenAI contract is concerned. Sam Carter says, the reported $1 billion of profit is no longer the sole trigger for confidential IP research access. it reportedly includes an independent expert review. You were saying Joe Rogan would be on that. Andrew Huberman. Andrew Huberman, the experts would be on there. You got to trust them at all times. Neo Vaughn, maybe. You know, the funniest thing about that joke is that, like, I actually would like to know …”“… your car? Yeah. I mean, real ones don't. Oh, what do they do? They put it inside the car? Truck bed or inside the car. Okay. Yeah. In the LA area, you can clock if somebody's actually a surfer or not just by the way they go to reach with their board. Dylan Patel said on Dorkesh, the TAM for GPT 5.4 is north of $100 billion, but there's adoption lag. That's considered AGI as far as the Microsoft OpenAI contract is concerned. Sam Carter says, the reported $1 billion of profit is no longer the sole trigger for confidential IP research access. it reportedly includes an independent expert review. You were saying Joe Rogan would be on that. Andrew Huberman. Andrew Huberman, the experts would be on there. You got to trust them at all times. Neo Vaughn, maybe. You know, the funniest thing about that joke is that, like, I actually would like to know that panel of experts, whether where they deem AGI, because I feel like between all of them, they could they could chat with the chatbots and be like, that's like not that good yet. Should we go over Ben Thompson's post from this morning? Ben Thompson published this this morning. To me, the second I saw that, I started reading it. It felt like …”View more
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In March 2026, an expert argues we're not in an AI bubble, which ironically suggests we might be. This paradox highlights a crucial shift in understanding AI's role, where increasing demand for compute power indicates that investments are not speculative but necessary. As AI becomes more capable, the need for advanced computing resources skyrockets, reshaping the industry's future.
TBPN·AI vs. Dog Cancer, Timothée Chalamet Under Fire, ‘Agents Over Bubbles' | Diet TBPN·Mar 16, 2026
“… agi and feel the agi moment when did you feel it i've had so many honestly um and it's It's definitely not stopped. A few weeks or so after I joined OpenAI GPT-4, I had finished training, and I remember trying it out, and it actually didn't impress me at all, nor anyone else that week, because it kind of didn't work. And it's because we hadn't figured out how to post-train it. And I think seeing it go from kind of, wait, is this really a thing or was GPT-3 kind of it to wow, actually this is an entire step change with what felt to me at the time who didn't understand much about AI at all as like …”“… going to be a permanent need for high quality trusted authoritative content and tools like chat gpt can help you discover that content yeah but i think the need for amazing um content is is also here to stay uh and final question what has been your agi and feel the agi moment when did you feel it i've had so many honestly um and it's It's definitely not stopped. A few weeks or so after I joined OpenAI GPT-4, I had finished training, and I remember trying it out, and it actually didn't impress me at all, nor anyone else that week, because it kind of didn't work. And it's because we hadn't figured out how to post-train it. And I think seeing it go from kind of, wait, is this really a thing or was GPT-3 kind of it to wow, actually this is an entire step change with what felt to me at the time who didn't understand much about AI at all as like just some tweaks or some a little bit of final stretch work was profoundly humbling because you can realize that you might, it might not look like we are close to really powerful useful AI, but we probably are. And then the moment that, you know, really, you know,”View more
Ridealong summary
In a rapidly changing world, curiosity is the ultimate skill students need to thrive. As AI becomes more capable, the ability to ask meaningful questions and pursue passion-driven learning will set individuals apart. Embracing curiosity not only fosters personal growth but also prepares students for an evolving job landscape where clear communication and critical thinking are essential.
BG2Pod with Brad Gerstner and Bill Gurley·ChatGPT – The Super Assistant Era | BG2 Guest Interview·Mar 15, 2026
“… enormous amounts of energy. These giant data centers packed with GPUs ran 24-7 for weeks or months at a time to train these models. Companies like OpenAI, Anthropic, Meta, and Google have been spending tens of billions of dollars on training AI models for the last few years. But now the focus is shifting from training AI models to actually using them. That is called inference. Inference is when an AI model answers questions from a user and generates output Inference is also what powers AI agents to execute their tasks A very simplified analogy that I can think of is AI training is like someone …”“… revenues. So we're starting to see the rise of agentic AI. So let's talk about why investors are paying attention. See, for the last few years, AI has been about training large language models. That required tens of thousands of GPUs. It consumed enormous amounts of energy. These giant data centers packed with GPUs ran 24-7 for weeks or months at a time to train these models. Companies like OpenAI, Anthropic, Meta, and Google have been spending tens of billions of dollars on training AI models for the last few years. But now the focus is shifting from training AI models to actually using them. That is called inference. Inference is when an AI model answers questions from a user and generates output Inference is also what powers AI agents to execute their tasks A very simplified analogy that I can think of is AI training is like someone going to business school. And then AI inference is like hiring that person to do a job and answer questions. And this shift to inference is impacting the AI infrastructure spending. According to research from Gartner, global capital spending on inference infrastructure is going to surpass spending on training for the first time ever this year. And …”View more
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The rise of AI agents and the shift to inference could significantly boost Nvidia's revenues by $500 billion, as these developments demand more computing power and specialized hardware.
The rise of agentic AI and the shift to inference will exponentially increase demand for compute, potentially adding $500 billion to NVIDIA's revenues.
The rise of AI agents and the shift to inference will significantly boost Nvidia's revenues, marking a pivotal transformation in the AI industry.
The rise of AI agents and the shift to inference will significantly boost Nvidia's revenues, potentially adding $500 billion, as the demand for compute power and specialized hardware increases.
The shift from AI training to inference is set to significantly boost Nvidia's revenues, with agentic AI driving demand for new types of computing power.
The Rundown·Deep Dive: Agentic AI and the Next Phase of the AI Boom·Mar 21, 2026
“… managing LaTeX binaries, FFmpeg, multimedia conversion tools etc Git operations file management search etc Prior to JBT 5 I always churned off of OpenAI agents due to a death by a thousand cuts It felt like rage quits I feel like I was getting into GPT 5.2 codecs, but it would fail on a Git operation and have me or Claude need to save it. Those hard edges are no longer there. The other subtle change in GPT 5.4 is approachability. The biggest reason I think OpenAI is much more back in the agent wars is that it just feels a bit more right. I classify this differently to the routine tasks I …”“… but small enough where I've built the entire thing and managed the design over weeks. data analysis, and research tasks. When you embrace being agent-native, this style of work entails a lot of regular APIs, background packages like installing and managing LaTeX binaries, FFmpeg, multimedia conversion tools etc Git operations file management search etc Prior to JBT 5 I always churned off of OpenAI agents due to a death by a thousand cuts It felt like rage quits I feel like I was getting into GPT 5.2 codecs, but it would fail on a Git operation and have me or Claude need to save it. Those hard edges are no longer there. The other subtle change in GPT 5.4 is approachability. The biggest reason I think OpenAI is much more back in the agent wars is that it just feels a bit more right. I classify this differently to the routine tasks I discussed above, and it has to do with how the product, i.e. the model harness, presents the model outputs, requests, and all that to you. It has to do with how easy it is to dive in.”View more
Ridealong summary
GPT 5.4 marks a significant leap forward in agent capabilities, feeling more approachable and versatile than its predecessors. Unlike earlier models, it effectively handles a wide range of tasks without the frustrating failures that plagued previous versions. This improvement in performance across correctness, ease of use, speed, and cost positions GPT 5.4 as a game-changer in the realm of AI agents.
Interconnects·GPT 5.4 is a big step for Codex·Mar 18, 2026
“… his first company, they were the company in the valley between like, call it 1987 to 1994 or something. They were like, whatever, Google or OpenAI or whatever comp you want to make. Like they were like the company. And by that, I mean like they were the company where the smartest people in the industry all wanted to work there. They built the products that were like the coolest products you could possibly imagine. They had this incredibly young and vibrant and dynamic culture And then they hit this like cultural moment that was just incredible in I think 92 which was the turning point in …”“… billion-dollar technology companies. I think that's right. And almost no one knows who he is. Can you just talk about how you met him? What was it like working with him? I knew exactly who he was. And the reason was because his company, Silicon Graphics, his first company, they were the company in the valley between like, call it 1987 to 1994 or something. They were like, whatever, Google or OpenAI or whatever comp you want to make. Like they were like the company. And by that, I mean like they were the company where the smartest people in the industry all wanted to work there. They built the products that were like the coolest products you could possibly imagine. They had this incredibly young and vibrant and dynamic culture And then they hit this like cultural moment that was just incredible in I think 92 which was the turning point in the movie business when computer graphics really kicked in And the two movies back were Jurassic Park and Terminator 2. Run on the machines they made. It was the technology they made. It was the technology they made. It was the technology that made that possible. And those movies, those are still two of the great all-time movies. But at the time, I …”View more
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Jim Clark founded three billion-dollar tech companies, yet few know his name. Marc Andreessen, who met Clark at 22, reflects on Clark's pivotal role in shaping Silicon Valley and the tech landscape, particularly through his work with Silicon Graphics and its impact on modern graphics technology. The legacy of Clark's innovations continues to influence companies like NVIDIA today.
The a16z Show·Marc Andreessen on the Mindset of Great Founders — with David Senra·Mar 15, 2026
“… at different companies all the time. How often do you hear about it? How often is it framed the way it's framed? I don't know. I hear about the Elon OpenAI litigation a lot. Yeah. You know, I don't know the full story there, but yeah, you talked about like one other scenario, which is a big one. And I actually think to some extent, it's a big PR play as well, right? So this is what I think most people see through, right, is the purpose of this whole thing is PR. And, you know, the way we look at it is we'll just keep focusing on our customers. And I think so far we've done a good job at that. And …”“… actually is what reflects into the numbers. Do you think that that kind of competitive play is fair? No comment. I think the way I look at this is you should compete in the market, in the product. You know, you have a lot of litigations happening at different companies all the time. How often do you hear about it? How often is it framed the way it's framed? I don't know. I hear about the Elon OpenAI litigation a lot. Yeah. You know, I don't know the full story there, but yeah, you talked about like one other scenario, which is a big one. And I actually think to some extent, it's a big PR play as well, right? So this is what I think most people see through, right, is the purpose of this whole thing is PR. And, you know, the way we look at it is we'll just keep focusing on our customers. And I think so far we've done a good job at that. And 2026 is going to be a big year for us. And that's where we want all our attention focused on. What do you think the biggest misconception about deal is? I mean, there's a lot. But the one thing I would say is we're Silicon Valley outsider, quote unquote. We do have amazing investors in the Valley, but, you know, I'm not based in the U.S., right? …”View more
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Deel's CEO Alex Bouaziz revealed that despite external challenges and competition, the company outperformed its forecasts and maintained customer trust through transparency and resilience. He emphasized focusing on customer needs over the noise of competitors, which proved to be a successful strategy for growth. This approach not only solidified Deel's credibility but also set them on track for a significant year ahead in 2026.
