“mommy how did we get so rich?" "your dad worked at spacex’s cafeteria in 2003”

The era of tokenmaxxing is over This week we discuss why companies are retiring their leaderboard of most AI spend and returning to more legacy metrics like...who leaves the office last Maya also explains why the @WSJ coverage of the @AnthropicAI RSI blog rage baited her, @BernieSanders is in talks with @sama to create a public investment fund for the US @TownAI's $55M raise and @interaction coming to @apple signal that the era of ai assistants might finally be here?? 00:00 @mayamshahh forgets her pre-planned banter 00:17 @priya_kamdar found Maya the perfect bag in Singapore 04:05 @AnthropicAI says AI is building itself, but is that actually true? 07:22 Wait can we define RSI please 14:57 Tokenmaxxing is officially over 15:23 @cognition's $10M AI productivity guarantee 19:18 App-layer companies are quietly switching to @Alibaba_Qwen 22:59 The WSJ's Anthropic headline was rage bait for Maya 24:24 @BernieSanders wants to seize 50% of OpenAI and @sama is down to talk about it 26:05 Maya thinks going public already redistributes AI wealth 31:56 The personal AI assistant is still not here 36:08 What actually changed with Poke's Apple Business launch 39:22 Town AI raises $55M 49:45 @supabase hits a $10B valuation

Everyone is talking about 996 @michael_silver the co-founder of @joinkaizen on why what works for him is something different

This week we are getting to the bottom of why everyone has started a robotics data labeling company also covering ai job layoffs (yes, again) and @cognition getting the hype they deserve 03:05 Why does everyone have a robotics data labeling startup 15:34 China is doing robotics data differently 20:15 If Shift offering free home cleaning will work 21:51 Egocentric data vs other types of robotics data 25:31 @sama and @DarioAmodei no longer believe in the job apocalypse, sus or not 40:57 @cognition is so back (they never left) 43:59 What is a coding harness explained for dummies aka our non-technical co-host @anikamirzaa

Somebody dared to give me a mic and a spotlight A year after YC, @aquariusacquah and I sat down with @Getthecheckpod to share some hot takes, what drives us as a founders, and our progress at @joinkaizen Kaizen now works with the nation's largest healthcare providers to eliminate the $1,000,000,000,000 admin overhead.

every ai agent startup right now is hiring FDE @aquariusacquah and @michael_silver think that's the wrong call @joinkaizen is helping automate the hardest healthcare workflows without FDE tune in to find out how 00:15 @johncoogan's stage presence 02:03 Meeting at @MIT 08:35 Starting @joinkaizen 13:01 Why you shouldn't drop out 14:02 Why pivoting during @ycombinator led to 2x MRR growth MoM 15:32 How Kaizen changes healthcare ops 19:46 Customers choosing Kaizen over Claude 23:46 What "whisper networks" really mean for GTM 24:24 Hot take: you don't need FDEs 27:40 Why pain tolerance matters 32:43 Do founders get to have hobbies?

They started as a hearing aid non-profit Now their launch video has 11M views We sat down with @arishs24 to talk about: - Why no one thought about this before - His first 3 weeks in SF - How he met @aaronyu06 and Ramin Syed @amano_labs is proof that breakthrough technology only matters if people can actually use it 00:00 @priya_kamdar goes on a @dateknown date 05:35 @garrytan v @AOC @BernieSanders on data centers 30:14 Trump's trip to China 40:16 @arishs24 co-founder of @amano_labs on building a hearing aid that costs $1

This is still on Everlane’s website right now

We co-hosted a women’s wine night this week with @miakrishh from @CRV at the coolest venue in SF that almost no one can get into @mayamshahh's apartment A year into hosting a top 50 tech podcast that started fully online, the biggest ROI has come from in person events One hack to hosting a good event is picking a venue where people feel at home (literally!) DM us if you’re building or investing in AI and want to come to the next event that has builders from @mercor_ai, @EvidenceOpen, @SierraPlatform, @agentmail, @greptile, @ICONIQCapital, & more!

Elon Musk v. OpenAI, SpaceXAI and Anthropic deal, Cerebras IPO 00:00 Intro 03:03 @elonmusk v. @OpenAI 15:11 Elon wants Sam Altman to be hated by America 16:01 @SpaceX x @AnthropicAI Deal 17:47 SpaceX IPO 18:25 Grok is dead 21:30 Do we think Elon will win the case 21:58 @cerebras IPO 23:34 History of GPUs 24:47 Limitations of the Cerebras chip 31:59 Cerebras’s revenue concentration 35:11 Would Cerebras Get Our Check?

figure is now able to get two humanoids to work together to make a bed this is big. the two humanoids do not share any planning system. they are simply just reacting to each-other in real time. my observations from this: 1. figure can scale the number of humanoids working together efficiently 2. figure demonstrated that humanoids will stay OUT of a real human's way #2 is super important: this means they can simulate human to humanoid interactions with just humanoids. this will allow them to conduct RL without any human in the loop which will let them scale faster and cheaper.

Young people massively underestimate how their public social media can increase high paying job offers I have personally seen someone get five offers because of their social media content. All were 300k total comp roles. Real cases If you are aiming for 85k forever you are probably fine If you’re aiming bigger follow @brookeleblanc (idk her, she seems cool though)

this all feels like a marketing stunt as anthropic gears up to release the model, my thoughts: - yes it will be good - i think the security bug findings are overblown but i don't know until the release the key details, rumors say the bugs are not truly exploitable - they have needed a way to publicly delay the release of the model until they could get enough compute capacity, which they got yesterday with the colussus announcement

everyone in the comments is pointing out fees but he was specifically asking about ecommerce shopping where consumers (who run these agents) use credit cards because its credit and either 1. they legitimately don't have the money to buy the good or 2. they want rewards

Rumors suggest that xAI's entire combined fleet is sitting at 11% MFU - when industry standard is closer to 37 to 45%. That’s just cash getting burned. SpaceX/xAI’s efforts the last two weeks to announce partnerships with both Anthropic and Cursor show their resignation to winning the frontier model race with Grok alone. Their double bet of 1. providing Anthropic with compute capacity for inference and 2. training alleged Composer 3 shows them entertaining two different futures: becoming a hyperscaler themself or buying coding frontier model if the Cursor team can prove themselves. With a major IPO on the horizon, SpaceX needs investors to believe in at least one of these stories.

this week @tim_cook steps down, big tech’s earnings, @xai and @cursor_ai deal 00:00 Hot take on the JPM sexual harassment lawsuit 06:49 Did Tim Cook achieve GOAT status 09:10 Cook expanding into SaaS 12:00 RIP Intel 14:02 Where Tim Cook got cooked 14:05 Vision Pro fail 17:08 iPhone growth stalls 19:31 Apple un-intelligence 27:27 Why Ternus won’t be another Cook 29:35 What we think Apple will bet on next 30:40 Hyperscaler capex freakout 31:35 FCF explained 45:28 SpaceX Cursor deal 49:58 Coding tool consolidation 50:10 Maya rants about @github

Hosted the second edition of wine night x ladies in tech x @AudaciousHQ at Verve on Fillmore last night. It was such a good time bringing together so many fun, accomplished women. The room was BUZZING! Already excited for the next one🍷