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OpenAI is getting divorced. Sam is drunk tweeting. Github is dying. Anthropic is being Anthropic. Oh, and Ben has a fun surprise :) I enjoyed this episode a lot and I hope you guys do too 00:00 - Intro 04:05 - Sam drunk tweets 13:13 - Anthropic billing woes...

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This might be my favorite podcast episode yet. We covered everything from the OpenAI lawsuit to my developing security psychosis 00:00:00 - Anthropic/xAI 00:08:59 - OpenAI Lawsuit 00:25:40 - Bun in Rust 00:34:34 - Security 00:59:28 - Pottery Coding 01:11:11 - Local Models
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This might be my favorite podcast episode yet. We covered everything from the OpenAI lawsuit to my developing security psychosis 00:00:00 - Anthropic/xAI 00:08:59 - OpenAI Lawsuit 00:25:40 - Bun in Rust 00:34:34 - Security 00:59:28 - Pottery Coding 01:11:11 - Local Models

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GPT-5.5 is here. Ben and I have had access for a bit. We have a lot of thoughts. 00:00:00 - Intro 00:01:34 - Vercel hack 00:05:38 - Kimi K2.6 00:14:29 - Cursor acquired? 00:37:24 - GPT Image 2 00:49:30 - GPT-5.5 01:22:02 - GPT-5.5 Pro
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GPT-5.5 is here. Ben and I have had access for a bit. We have a lot of thoughts. 00:00:00 - Intro 00:01:34 - Vercel hack 00:05:38 - Kimi K2.6 00:14:29 - Cursor acquired? 00:37:24 - GPT Image 2 00:49:30 - GPT-5.5 01:22:02 - GPT-5.5 Pro

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The battle between Anthropic and OpenAI is heating up. Jordi Visser says "Sam Altman in my guess is not going to be the leader of OpenAI at some point soon." "I would be shocked within a year if he is still running OpenAI." "I am not sure it is fun to be in that position right now...Sam Altman seems to have nobody who really likes him, but the product people do like." "In the end, OpenAI has an uphill battle because they made a bad decision. They tried to choose the consumer, Apple side as opposed to the enterprise side." "I just think in the end Anthropic is the winner of that battle."
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The battle between Anthropic and OpenAI is heating up. Jordi Visser says "Sam Altman in my guess is not going to be the leader of OpenAI at some point soon." "I would be shocked within a year if he is still running OpenAI." "I am not sure it is fun to be in that position right now...Sam Altman seems to have nobody who really likes him, but the product people do like." "In the end, OpenAI has an uphill battle because they made a bad decision. They tried to choose the consumer, Apple side as opposed to the enterprise side." "I just think in the end Anthropic is the winner of that battle."

Anthony Pompliano 🌪

106,184 Aufrufe • vor 18 Tagen

This is how Anthropic OUTSMARTED OpenAI: skip the consumer.
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This is how Anthropic OUTSMARTED OpenAI: skip the consumer.

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OpenAI Blurs Its Mass Surveillance Red Line With New Pentagon Contract Anthropic saw a surveillance problem and walked. OpenAI saw an opportunity and signed. Now, Sam Altman is under fire for struggling to explain how OpenAI’s contract is any safer.

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My conversation with OpenAI co-founder Greg Brockman This is the most detailed first-person account of the 72 hours after Sam Altman was fired. We also go deep on what comes next: the global race to AGI, why ChatGPT stopped showing reasoning, how much of OpenAI's own code is now written by AI ("it's hard to know what percent is not"), and the untold story of how OpenAI actually started in 2015. 00:00:00 Introduction 00:00:49 Meeting Sam Altman and Starting OpenAI 00:02:40 Building the Founding Team 00:04:25 DeepMind's Lead Over OpenAI 00:04:54 Changing OpenAI to a For-Profit Model 00:06:05 Breakthrough Moments at OpenAI 00:08:22 What Dota 2 Meant for OpenAI 00:10:04 Reasoning Versus Prediction 00:11:59 Tensions Grow at OpenAI 00:15:44 Sam Altman's Firing 00:17:49 Greg Quits OpenAI 00:19:56 Sam Explores Deal with Microsoft's Satya 00:20:28 Petition for Altman's Return 00:23:43 Ilya Sutskever Leaves OpenAI 00:24:59 Lessons Learned after Sam Ousting 00:28:22 The Thing Ilya Said that Greg Can't Forget 00:32:22 Is AI Going Parabolic? 00:33:24 How Much of OpenAI's Code is Written by AI? 00:36:21 Do AI Chatbots Tell Us What We Want to Hear? 00:38:06 The Global AI Race to Reach AGI 00:38:40 What Happens if US Doesn't Reach AGI First? 00:39:49 Are Countries Stealing AI Advancements? 00:40:38 Why ChatGPT No Longer Shows Reasoning 00:41:47 The Finite Constraints of Compute 00:43:38 On Investing Early in Data Centers 00:46:31 The Future of Data Center Specialization 00:47:52 How to Decide Whose Queries to Serve 00:49:08 OpenAI on Consumer vs Enterprise Models 00:53:05 Data Centers in Space? 01:00:56 What Should AI Regulation Look Like? 01:04:33 The Future of AI-Powered Entrepreneurship 01:04:44 AI and Job Loss 01:07:15 The Skills Young People Should Invest In 01:11:30 What Does Success Look Like For You? Full episode on X below. Also find it on: • YouTube: • Spotify: • Apple:

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OpenAI and Anthropic are expected to IPO in 2026. OpenAI is targeting a $1T valuation. Anthropic at least $500B. Jensen Huang $NVDA says investing could be like buying $AMZN, $GOOGL, or $META in the early stages 👀 Too expensive — or generational opportunity?

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Uh oh... CNBC just admitted AI demand is falling and that's why SpaceX, Anthropic and OpenAI are rushing to go public. If CNBC is telling you this, the party is already over. 🚨
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Uh oh... CNBC just admitted AI demand is falling and that's why SpaceX, Anthropic and OpenAI are rushing to go public. If CNBC is telling you this, the party is already over. 🚨

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The heads of AI companies OpenAI and Anthropic refused to hold hands in a group photo at the opening of a major AI summit in India. The rivalry between Sam Altman of OpenAI and Dario Amodei of Anthropic escalated this year when the latter ran attack ads during the Super Bowl.

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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 the 'new oil' 12:56 Is software dead? 17:48 Codex Desktop and the rise of the general-purpose work agent 25:00 OpenAI’s last Super Bowl ad and the Anthropic ads

TBPN

639,180 Aufrufe • vor 4 Monaten

GPT-5 Pro is genuinely a top tier model, it is the best. I know some GPT-5 reactions have been mixed (including from me), but OpenAI has made great strides with Pro. I have made 12 simulations that no other model would match, not from OpenAI, Google, xAI or Anthropic. All of them were 1-3 shots (mostly to fix small issues) and the output is really outstanding. OpenAI Developers
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GPT-5 Pro is genuinely a top tier model, it is the best. I know some GPT-5 reactions have been mixed (including from me), but OpenAI has made great strides with Pro. I have made 12 simulations that no other model would match, not from OpenAI, Google, xAI or Anthropic. All of them were 1-3 shots (mostly to fix small issues) and the output is really outstanding. OpenAI Developers

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18:44

Lots to talk about today, including my recent unfortunate AI psychosis episode, OpenAI's leaked financials, and Stratechery's piece on the recent vibe shift towards Anthropic sympathizers. Timestamps: 0:00 - Psychosis 2:20 - OpenAI financials 5:50 - Stratechery piece on Anthropic 13:30 - The new less-funny era of AI

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🚨🚨🚨BREAKING: OpenAI was just asked about Anthropic CEO saying 50% entry level white-collar could disappear in 1-5 years.. do you agree? Sam Altman: “NO. No I don’t.” OpenAI COO: “NO. We have no evidence of this. Dario is a scientist and I hope he takes an evidence based approach to these types of things” LMFAOOO NO fast takeoff/No reasoning behind Dario’s doomsday bullshit

NIK

171,616 Aufrufe • vor 1 Jahr

Dylan on why Anthropic leading on models doesn't mean OpenAI loses. Even the tier 2 and 3 labs will sell out of tokens: "Everyone's like Anthropic won. They had Mythos, Opus 4.7 and their revenue is adding $10 billion a month all before OpenAI's alleged Spud release. So clearly Anthropic is in the lead and OpenAI is cooked. Anthropic has such bounds on compute, they can only grow it so fast. Dario used to gloat about how OpenAI was being too aggressive on compute and Anthropic was more sensible in their scaling. Now Anthropic is like I wish we had a lot more compute. OpenAI just raised a ton of money to get incremental compute in addition to the irresponsible levels of compute that they were buying. By the end of the year, let's say a 4.6 Opus tier model, the economy would spend $100 billion on. Anthropic won't have enough compute to do that. And presumably OpenAI and Google will hit that tier soon. Anthropic may get to charge 70%+ gross margins but if OpenAI hits it next, they charge 50% gross margins. They still get all of this incremental demand. There is such demand for these tokens and such limitations on compute. It's pretty clear even the tier 2 or tier 3 lab are going to be sold out of tokens. The economic value that the best model can deliver is growing faster than our ability to actually serve those tokens to people via the infrastructure."
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Dylan on why Anthropic leading on models doesn't mean OpenAI loses. Even the tier 2 and 3 labs will sell out of tokens: "Everyone's like Anthropic won. They had Mythos, Opus 4.7 and their revenue is adding $10 billion a month all before OpenAI's alleged Spud release. So clearly Anthropic is in the lead and OpenAI is cooked. Anthropic has such bounds on compute, they can only grow it so fast. Dario used to gloat about how OpenAI was being too aggressive on compute and Anthropic was more sensible in their scaling. Now Anthropic is like I wish we had a lot more compute. OpenAI just raised a ton of money to get incremental compute in addition to the irresponsible levels of compute that they were buying. By the end of the year, let's say a 4.6 Opus tier model, the economy would spend $100 billion on. Anthropic won't have enough compute to do that. And presumably OpenAI and Google will hit that tier soon. Anthropic may get to charge 70%+ gross margins but if OpenAI hits it next, they charge 50% gross margins. They still get all of this incremental demand. There is such demand for these tokens and such limitations on compute. It's pretty clear even the tier 2 or tier 3 lab are going to be sold out of tokens. The economic value that the best model can deliver is growing faster than our ability to actually serve those tokens to people via the infrastructure."

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18:46

DAILY RECAP FOR THE STOCK MARKET. APRIL 20TH, 2026. Today's recap focuses on how strong the recent rally has been, updates on Trump and Iran, Tim Cook stepping down from $AAPL, Amazon $AMZN investing $5B into Anthropic, and more. 00:00 - Intro 00:38 - Trump Iran Updates 05:51 - Apple CEO Steps Down 10:30 - Amazon and Anthropic 13:08 - Macro Data on how strong this rally has been

amit

41,940 Aufrufe • vor 2 Monaten

$AMZN owns: • 6% of OpenAI • 15% of Anthropic Everyone thinks this is about forcing them onto Amazon Web Services. Wrong. AWS’s CEO made it clear: “We invest for the investment — not for AWS usage.” OpenAI and Anthropic valuations are skyrocketing. $AMZN will be a massive beneficiary.
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$AMZN owns: • 6% of OpenAI • 15% of Anthropic Everyone thinks this is about forcing them onto Amazon Web Services. Wrong. AWS’s CEO made it clear: “We invest for the investment — not for AWS usage.” OpenAI and Anthropic valuations are skyrocketing. $AMZN will be a massive beneficiary.

Daniel

61,531 Aufrufe • vor 2 Monaten

.Jerry Tworek is an AI legend. He came to OpenAI from the world of finance and spent years contributing to some of the company's most important projects. He played a major role in ushering in the era of reasoning and, well, he just left OpenAI. In this Core Memory pod, Kylie Robison and I bring you the exclusive not-so-formal exit interview with Jerry. He explains his dissatisfaction with the company's current research direction and his fears for the field overall. He goes into spots where OpenAI lost its way and Google and Anthropic thrived. And he talks about what he's chasing next. It's a banger. The Core Memory podcast is on all major platforms and on our YouTube channel. This podcast is sponsored by Brex , the intelligent finance platform built to help companies spend smarter and move faster. And it's brought to you by the VC gurus E1 Ventures 🇺🇸 Timestamps 00:00:00 Intro 00:03:37 Jerry Tworek Joins the Pod 00:05:34 Reflecting on Seven Years at OpenAI 00:09:08 Why Jerry Left: 00:12:28 Beyond Pre-Training 00:16:19 The "Sad" Homogeneity of Current AI Labs 00:23:35 The Mavericks: Carmack, Ilya, and LeCun 00:26:32 Training AI on Video Games 00:32:14 Two Big Bets 00:34:32 Updating AGI Timelines 00:37:16 Q-Star 00:41:10 The Coup 00:43:29 Is the Hype Justified? 00:49:23 The Polish Mafia 00:53:15 Google's Comeback and OpenAI's Fumble 00:59:27 Why Anthropic is Impressive 01:03:01 Jerry's Next Chapter 01:11:56 Is AI Research Star-Driven? 01:14:32 Meditation & Conclusion
1:16:29

.Jerry Tworek is an AI legend. He came to OpenAI from the world of finance and spent years contributing to some of the company's most important projects. He played a major role in ushering in the era of reasoning and, well, he just left OpenAI. In this Core Memory pod, Kylie Robison and I bring you the exclusive not-so-formal exit interview with Jerry. He explains his dissatisfaction with the company's current research direction and his fears for the field overall. He goes into spots where OpenAI lost its way and Google and Anthropic thrived. And he talks about what he's chasing next. It's a banger. The Core Memory podcast is on all major platforms and on our YouTube channel. This podcast is sponsored by Brex , the intelligent finance platform built to help companies spend smarter and move faster. And it's brought to you by the VC gurus E1 Ventures 🇺🇸 Timestamps 00:00:00 Intro 00:03:37 Jerry Tworek Joins the Pod 00:05:34 Reflecting on Seven Years at OpenAI 00:09:08 Why Jerry Left: 00:12:28 Beyond Pre-Training 00:16:19 The "Sad" Homogeneity of Current AI Labs 00:23:35 The Mavericks: Carmack, Ilya, and LeCun 00:26:32 Training AI on Video Games 00:32:14 Two Big Bets 00:34:32 Updating AGI Timelines 00:37:16 Q-Star 00:41:10 The Coup 00:43:29 Is the Hype Justified? 00:49:23 The Polish Mafia 00:53:15 Google's Comeback and OpenAI's Fumble 00:59:27 Why Anthropic is Impressive 01:03:01 Jerry's Next Chapter 01:11:56 Is AI Research Star-Driven? 01:14:32 Meditation & Conclusion

Ashlee Vance

11,701 Aufrufe • vor 5 Monaten

Alien portals. Technical Empires. AGI. Mythos vs Spud Anthropic vs OpenAI Is this how you imagined it? 🍓🍓🍓
0:39

Alien portals. Technical Empires. AGI. Mythos vs Spud Anthropic vs OpenAI Is this how you imagined it? 🍓🍓🍓

Amir D

16,229 Aufrufe • vor 2 Monaten

Anthropic is beating OpenAI right now, according to Martin Peers. "OpenAI is run by these people who are like puppies..." "... they see something, 'oh, I have to do that.' I'm going to make hardware. I'm going to build data centers... there's no focus."
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Anthropic is beating OpenAI right now, according to Martin Peers. "OpenAI is run by these people who are like puppies..." "... they see something, 'oh, I have to do that.' I'm going to make hardware. I'm going to build data centers... there's no focus."

The Information

43,651 Aufrufe • vor 5 Monaten