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FULL INTERVIEW: Sam Altman joins TBPN to discuss GPT-5.3-Codex, AI agents, Anthropic's Super Bowl ads, and more. 00:00 GPT-5.3-Codex 02:27 AI agents and the future of work 03:20 The role of forward-deployed engineers in AI 05:42 AI benchmarks 07:29 Emotional attachment to chatbots 10:40 On data and compute being...

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As ever, a fascinating chat with my friend Jordi Visser on AI, crypto, and hedge funds' future... Enjoy! 00:00:00 Introduction 00:00:54 The Big Picture: AI, Crypto, and Macro 00:02:25 Jordie Visser’s Background in Macro and Finance 00:03:30 AI’s Disruptive Impact on the Economy 00:06:32 Rethinking GDP and Productivity 00:08:59 The Future of Labor and Profit Margins 00:10:49 The Rise of the Speculative Economy 00:14:41 Generational Shifts in Investing and Risk-taking 00:16:18 AI and Crypto: A Global Network Effect 00:19:38 Stablecoins and AI-Driven Market Volume Growth 00:24:28 The End of Traditional Hedge Funds? 00:31:16 Deep Research and the Power of AI Analysis 00:35:29 The Acceleration of AI and its Economic Impact 00:41:02 The Growing Crypto Adoption and Its Role in the Future Economy 00:44:22 Shifting from Fear to Optimism in Markets 00:50:27 The Political and Economic Challenges Ahead 00:56:01 Quantum Computing and the Next Leap in AI 01:02:06 Closing Thoughts: Preparing for a Radical Future
1:03:13

As ever, a fascinating chat with my friend Jordi Visser on AI, crypto, and hedge funds' future... Enjoy! 00:00:00 Introduction 00:00:54 The Big Picture: AI, Crypto, and Macro 00:02:25 Jordie Visser’s Background in Macro and Finance 00:03:30 AI’s Disruptive Impact on the Economy 00:06:32 Rethinking GDP and Productivity 00:08:59 The Future of Labor and Profit Margins 00:10:49 The Rise of the Speculative Economy 00:14:41 Generational Shifts in Investing and Risk-taking 00:16:18 AI and Crypto: A Global Network Effect 00:19:38 Stablecoins and AI-Driven Market Volume Growth 00:24:28 The End of Traditional Hedge Funds? 00:31:16 Deep Research and the Power of AI Analysis 00:35:29 The Acceleration of AI and its Economic Impact 00:41:02 The Growing Crypto Adoption and Its Role in the Future Economy 00:44:22 Shifting from Fear to Optimism in Markets 00:50:27 The Political and Economic Challenges Ahead 00:56:01 Quantum Computing and the Next Leap in AI 01:02:06 Closing Thoughts: Preparing for a Radical Future

Raoul Pal

280,145 Aufrufe • vor 1 Jahr

2026 is the year of Agents OpenClaw, Claude Code, Codex and Cursor... In this video, I broke it all down with Micky. Consider this a 2026, year in review for AI agents. 00:00 Intro 01:35 Q1 Belonged to Anthropic 03:02 Opus 4.5 Inflection 08:42 Codex vs Claude UX War 12:53 Cursor was first? 14:27 SpaceX Acquisition Deal with Cursor 21:45 OpenClaw and the Agentic Personal Computer 28:57 Reactive vs Proactive Work 30:30 Keep Agents Narrow 33:12 Memory Layer Matters 36:23 Computer Use will get FAST 39:28 Who Wins the Super App? (Codex so far) 41:06 The Problem With Google... 45:17 Prompting and Skills creation 51:30 Codex Skill Example 56:56 Integrations Beat Prompts 59:39 All the Muxes (CMUX, TMUX) 01:02:04 Bold Predictions 01:06:38 Agent Commerce
1:23:01

2026 is the year of Agents OpenClaw, Claude Code, Codex and Cursor... In this video, I broke it all down with Micky. Consider this a 2026, year in review for AI agents. 00:00 Intro 01:35 Q1 Belonged to Anthropic 03:02 Opus 4.5 Inflection 08:42 Codex vs Claude UX War 12:53 Cursor was first? 14:27 SpaceX Acquisition Deal with Cursor 21:45 OpenClaw and the Agentic Personal Computer 28:57 Reactive vs Proactive Work 30:30 Keep Agents Narrow 33:12 Memory Layer Matters 36:23 Computer Use will get FAST 39:28 Who Wins the Super App? (Codex so far) 41:06 The Problem With Google... 45:17 Prompting and Skills creation 51:30 Codex Skill Example 56:56 Integrations Beat Prompts 59:39 All the Muxes (CMUX, TMUX) 01:02:04 Bold Predictions 01:06:38 Agent Commerce

Riley Brown

20,015 Aufrufe • vor 2 Monaten