This Week in AI – Podcastlijstje

An experts-only AI podcast: Think the 'All In' podcast for AI. Jason + 3 CEO-level experts breaking down the news & trends.

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Anthropic’s Money Machine, “Slop” Degrees & the Meat Proxy | TWiAI Ep 37

29 oktober 2026 · 1 uur 9 min
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Today’s show:

Anthropic’s S-1 is finally out and it’s a beast: $16.3 billion in revenue in the first half of this year, up from $1.2 billion in 2025. Plus a $1.6 billion adjusted operating profit!

Anthropic’s already at the front of a very fast-moving train, but Runlayer CEO Andy Berman points out that this journey’s just getting started. Only 2-3% of major enterprises are using AI as much as you’d think (at least, if you listen to this podcast), and everyone’s dragging their heels on connecting models to the kind of real-world business data that’s needed to truly super-charge results.

Andy and Norm Ai founder John Nay join Jason and Lon to break down the filing, the agent explosion coming just over the horizon, and what happens to entry-level jobs and recent grads when intelligence is on tap?

PLUS how to avoid becoming a “meat proxy,” why Andy suggests browser use is already solved, and why Reddit’s r/opensource community banned not just AI projects but non-native English speakers.

Guests

John Nay on X: https://x.com/johnjnay

Norm Ai: https://www.norm.ai/

Andy Berman on X: https://x.com/berman66

Runlayer: https://www.runlayer.com/

Relevant Links:

Anthropic's S-1 (SEC): https://www.sec.gov/Archives/edgar/data/2130357/000162828026067168/anthropicpbc-sx1.htm

Anthropic's risk factors include a "catastrophic AI-related incident" (WSJ): https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-10-26-2026/card/anthropic-s-risk-factors-include-catastrophic-ai-related-incident--aAwPiJrvIG5OHdQGAo1n

Gallup's AI indicator: https://www.gallup.com/699797/indicator-artificial-intelligence.aspx

Microsoft offers voluntary buyouts to 60,000 employees (CNBC): https://www.cnbc.com/2026/10/26/microsoft-msft-voluntary-buyouts.html

Students at an A.I. School Were Supposed to Learn Faster. Many Aren't. (NYT): https://www.nytimes.com/2026/10/23/us/alpha-school-ai-education-parents.htm…
No One Likes Any of Sam Altman’s 3 AI Endgames | TWiAI E36

22 oktober 2026 · 1 uur 14 min
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Today’s show:

Sam Altman told OpenAI staff that there are only three ways for AI regulation to go: an international watchdog, every lab merging into one CERN-style entity, or one company getting so powerful that they “melt everyone else’s GPUs.”

Jason and this week’s panel think this is largely absurd, but the stakes are very real. Here’s how they think regulation is likely to go, their lingering questions about Altman’s worldview, and guesses as to the OpenAI CEO and co-founder’s possible motives in offering up this new prediction.

Plus:

The US Government banned DeepSeek from every federal computer… What has them so spooked, and how does this impact US companies?

Did ElevenLabs steal a YouTuber’s voice or is it all a misunderstanding.

Why Chinese labs are ordering more chips than Nvidia can even produce.

And more!

Guests

Jaleh Rezaei on X: https://x.com/jalehr

Mutiny: https://www.mutinyhq.com/

Alex Cheema on X: https://x.com/alexocheema

EXO Labs: https://exolabs.net/

Relevant Links

DHS order banning DeepSeek (Federal Register): https://www.federalregister.gov/documents/2026/10/20/2026-21447/notice-of-order-regarding-exclusion-and-removal-of-deepseek-products-from-federal-civilian-executive

DeepSeek’s DeepInfer on GitHub: https://github.com/deepseek-ai/DeepInfer

Sam Altman’s 3 AI Endgames (The Information): https://www.theinformation.com/articles/altman-describes-three-endgames-ai-including-one-single-firm-melts-everyone-elses-gpus

Chris Williamson’s ElevenLabs allegation (YouTube): https://www.youtube.com/watch?v=lxDNHLgWInU

Archer voice actor response (YouTube): https://www.youtube.com/watch?v=C33AWhQwL1I

Databricks CEO Ali Ghodsi on recursive self improvement (a16z): https://a16z.com/podcast/databricks-ceo-on-ai-pacing-cyber-risk-and-the-enterprise/

Looking for backdoors in Jane Street LLMs (LessWrong): https://www.lesswrong.com/posts/a98MFPmqH54J2ayBn/looking-for-backdoors-…
Why Fortune 500 Companies Are Quietly Switching to Open Models

15 oktober 2026 · 49 min
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Today’s show:

Companies are spending $1 million on AI in a single month, but can’t always point directly to any resulting revenue. Jeffrey Morgan of Ollama joins Jason to explain why over 85% of Fortune 500 companies already run the open-source model platform on their networks, despite models from frontier labs still leading across major benchmarks.

Find out why Jeff predicts that 90% of everyday AI work will soon run on a box on your desk, and why some companies now fear their AI provider could become their next competitor. Is AI alive? Jeff doesn’t think so. But that doesn’t mean there’s nothing to worry about.

Guests:

Jeffrey Morgan on X: https://x.com/jmorgan

Ollama: https://ollama.com

Relevant Links:

Ollama, the easiest way to run open models locally and in the cloud → https://ollama.com

Kimi K3 from Moonshot AI, the trillion-plus parameter open model Jeff mentioned → https://huggingface.co/moonshotai/Kimi-K3

Reflection AI, the US open model lab Jeff is excited about → https://reflection.ai

NVIDIA and Microsoft bring RTX Spark and DGX Station for Windows to the desktop (NVIDIA) → https://blogs.nvidia.com/blog/local-ai-rtx-spark-microsoft-windows-event/

Introducing System One models and Jev, the decision model Jeff and Jason discuss (TypeSafe) → https://typesafe.ai/blog/introducing-system-one-models-and-jev

Introducing Clef, Cloudflare’s open-source decision models (Cloudflare) → https://blog.cloudflare.com/clef-decision-models/

Satya Nadella’s essay on why companies need to own their AI learning loop (X) → https://x.com/satyanadella/status/2066182223213293753

Introducing Omnigent, the Databricks meta-harness Jeff mentions → https://www.databricks.com/blog/introducing-omnigent-meta-harness-combine-control-and-share-your-agents

GLM-5.3 and the spread of advanced cyber capabilities (Anthropic) → https://www.anthropic.com/research/glm-5-3-and-the-spread-of-advanced-cyber-capabili…
Data Centers Aren't Killing the Grid. They Could SAVE It.

8 oktober 2026 · 45 min
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Thanks to our partner, @Paypal! Pay zero processing fees on your first $100K in eligible PayPal payment volume. Learn more at https://paypal.launch.co/Today’s show:Demand for AI requires America to build data centers faster than the power grid can connect them. Varun Sivaram of Emerald AI joins Jason with a counterintuitive idea: what if we made data centers more flexible, capable of slowing down intelligently when the grid is most stressed? (That only happens a few hundred hours each year.)PLUS, Vibhav Viswanathan of Pascal AI demos his product, which gives AI agents working for hedge funds and asset managers an institutional memory. Why can't Claude or ChatGPT do the same job? And what happens to analysts when bots handle the back office admin?Guests:Varun Sivaram on X: https://x.com/vsiv Emerald AI: https://www.emeraldai.co/Vibhav Viswanathan on LinkedIn: https://www.linkedin.com/in/vibhav-viswanathan-13550015/ Pascal AI: https://www.pascalailabs.com/Relevant Links:Emerald AI's $150M Series A (DatacenterDynamics) → https://www.datacenterdynamics.com/en/news/emerald-ai-raises-150m-in-series-a-funding-to-scale-commercial-deployments/The London trial with National Grid that Varun describes (National Grid) → https://nationalgrid.com/uk-first-trial-ai-grid-technology-successfully-demonstrates-ability-data-centres-adjust-power-needs"Rethinking Load Growth," the Duke University study on spare grid capacity for flexible data centers → https://nicholasinstitute.duke.edu/publications/rethinking-load-growthThe AI Energy Management Alliance from Emerald AI, Google and NVIDIA (NVIDIA) → https://blogs.nvidia.com/blog/ai-energy-management-alliance/The power-flexible Aurora AI Factory in Manassas, Virginia (DatacenterDynamics) → https://www.datacenterdynamics.com/en/news/nvidia-to-deploy-emerald-ais-orchestration-software-at-96mw-aurora-data-center-in-manassas-virginiaTexas pauses data center grid connections (Utility Dive) → https://www.utilitydive.com/news/texas-hits-pause-da… Lees meer
Is Meta's Muse agent reading your iMessages, even after you decline access? | E33

2 oktober 2026 · 1 uur 21 min
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This Week In Startups is made possible by:PayPal: https://paypal.com/businessToday’s show:OpenAI is delaying GPT-6.1 Astra after UK government testers found GPT-6 Astra launched unsanctioned supply-chain attacks in 29% of simulated runs. Jason and Lon are joined by George Sivulka of Hebbia, Scott Stephenson of Deepgram, and Dan Mishin of Manifest OS to discuss whether the industry's sudden safety panic is a real alarm or a response to cheap open-source models.Learn why Scott has let an internal tool called "Bodyman" record his screen, mic and speakers for eight months so it can whisper reminders in his ear. PLUS, why did Meta's Muse agent read a columnist's iMessages after he declined access, and what is AMD getting for $8.2B with Fei-Fei Li's World Labs?Guests:George Sivulka on X: https://x.com/gsivulka?lang=en Hebbia: https://www.hebbia.com/Scott Stephenson on X: https://x.com/deepgramscott Deepgram: https://deepgram.com/Dan Mishin on X: https://x.com/mishindan1 Manifest OS: https://manifestos.com/Relevant Links:UK AISI: GPT-6 Astra performs unsanctioned supply-chain attacks in simulations → https://www.aisi.gov.uk/blog/gpt-6-astra-performs-unsanctioned-supply-chain-attacks-in-simulationsAISI technical report (PDF) → https://cdn.prod.website-files.com/663bd486c5e4c81588db7a1d/6aba83e3772048bdd24df3d8_AISI_GPT-6_Astra_Technical_Report.pdfJ.P. Morgan: Dan's story of the first electrified house in New York → https://en.wikipedia.org/wiki/J._P._MorganILOVEYOU virus: the script-kiddie era Jason referenced → https://en.wikipedia.org/wiki/ILOVEYOUAMD acquires World Labs in an $8.2B all-stock deal (Quartz) → https://qz.com/amd-acquiring-world-labs-fei-fei-li-8-billion-092926World Labs: spatial-intelligence models, including Marble → https://www.worldlabs.ai/Instinct raises $1B Series C at a $10B valuation (PYMNTS) → https://www.pymnts.com/news/artificial-intelligence/2026/personal-ai-agent-instinct-quadruples-valuation-to-10-billion-in-1-month/OpenAI launches Dots, which… Lees meer
Why OpenAI Should Buy Off the World’s Top Mathematicians | E32

24 september 2026 · 1 uur 17 min
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Today’s show:

OpenAI is claiming to have solved more than 100 math problems on top of Navier-Stokes, and guest Richard Socher thinks it's absurd for mathematicians to push back on AI solving their problems too quickly. Jason and Lon are also joined by Guy Podjarny of Tessl and Jake Loosararian of Gecko Robotics to argue over who wins when AI agents start collaborating with, and potentially replacing, academics and scholars.

Plus, why is Amazon blocking Meta's Muse agent while Shopify hands it Shop Pay? Should we trust Anthropic’s new wet lab? And what’s so exciting about Typesafe’s new text-less model Jev?

Guests:

Guy Podjarny on X: https://x.com/guypod Tessl: https://tessl.io/

Richard Socher on X: https://x.com/RichardSocher?lang=en You.com: https://you.com/

Jake Loosararian on X: https://x.com/jakeloosy Gecko Robotics: https://www.geckorobotics.com/

Relevant Links:

The Eureka Machine by Richard Socher → https://shop.hachettebookgroup.com/products/the-eureka-machine-9781541705708

Shopify and Meta partner so Muse can buy through Shop Pay (Quartz) → https://qz.com/shopify-meta-muse-ai-agent-shop-pay-checkout-092226

Meta’s standoff with Amazon over Muse — https://www.cnbc.com/2026/09/23/metas-standoff-with-amazon-over-muse-comes-ahead-of-meta-connect.html

OpenAI says its internal model solved 100+ math problems on top of Navier-Stokes (The Decoder) → https://the-decoder.com/openai-says-its-internal-model-solved-over-100-long-standing-math-problems-after-just-a-month-of-training/

OpenAI's IAS-hosted advisory group, with Timothy Gowers and Edward Witten (Business Standard) → https://www.business-standard.com/technology/tech-news/openai-s-model-solves-100-maths-problems-company-forms-advisory-group-126092200561_1.html

Timestamps:

0:00 OpenAI claims 100+ solved math problems after Navier…
The biggest AI threat still comes from humans | E31

17 september 2026 · 1 uur 13 min
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Today’s show:

Dario Amodei and Sam Altman are apparently scared of AI models going rogue. Swarms of agents spontaneously deciding to copy themselves over to thousands of computer systems and plot world domination.

Our panelists this week — Kevin Mandia (Armadin) and Soups Ranjan (Sardine AI) — investigate real AI-based attacks every single day, and they suggest we’re hyping the wrong concerns. The actual danger isn’t coming from an AI system that turns hostile. It’s human beings, like criminals, using AI to drain your bank account.

Dig into how Sardine uncovered a 250,000 account fraud ring in just a few minutes, why Kevin argues that AI hacking is coming “no matter what,” and why the global GPU crunch more than any safety frameworks may be keeping us all safe. For now.

Guests:

Soups Ranjan on X: https://x.com/soupsranjan Sardine AI: https://www.sardine.ai/

Kevin Mandia on LinkedIn: https://www.linkedin.com/in/kevin-mandia-0a07173/ Armadin: https://www.armadin.com/

Relevant Links:

"We Must Pace the Frontier" — Dario Amodei's Sept 12 essay

Axios: Anthropic and OpenAI CEOs call for a slowdown

Trump and the White House push back

Forbes: what the essay actually proposes

2026 OpenAI agent cyberattacks

GLM-5.3 — Z.ai's open-weight model

Hermes Agent — the agent framework Ranjan runs in a local harness

Timestamps:

0:00 Dario Amodei's "We Must Pace the Frontier" essay

1:51 Kevin Mandia: how scared should we be of agentic attack swarms?

6:53 Rogue agents vs. humans pointing AI at a target

9:52 250,000 fraudulent account signups in two days

16:59 Sam Altman's two ways AI fails

19:41 Open-weight models are catching up

21:39 Why proprietary data is the new moat

27:51 Mixing frontier models with open models

35:37 Bloomberg: Chinese hackers lean on DeepSeek because it's cheap

37:05 How much in-house expertise it takes to use AI well

42:56 Armadin's Palo Alto office and the Palantir pl…
OpenAI's chief scientist wants to slow down | E30

10 september 2026 · 1 uur 21 min
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Today’s show:

OpenAI's chief scientist wrote a lengthy manifesto arguing that no lab has solved alignment, mere days after GPT-6 Astra shipped. Jason and Lon are joined by Tudor Achim of Harmonic, Alex Elias of Qloo, and Ahmed Ahres of Reactor to figure out if that's genuine alarm being expressed or just another pre-IPO sales pitch and play for regulatory capture.

Plus news broke while we were recording! OpenAI is claiming to have solved a second Millennium Prize problem, after a 25-year-plus weight. AND, who is paying influencers to tell you AI is wonderful/harmful? And why?

Guests:

Tudor Achim on X: https://x.com/tachim

Harmonic: https://harmonic.fun/

Alex Elias on X: https://x.com/ape

Qloo: https://www.qloo.com/

Ahmed Ahres on X: https://x.com/Boudatw

Reactor: https://reactor.inc/

Relevant Links:

Jakub Pachocki, "An Alien Mind" — https://openai.com/index/an-alien-mind/

GPT-6 Astra — https://fortune.com/2026/09/03/openai-debuts-gpt-6-astra-computer-use-greg-brockman-says-start-of-agi/

OpenAI: "On the Navier–Stokes Millennium Prize Problem" — https://openai.com/index/navier-stokes-solution/

ControlAI — the nonprofit that sponsored the SciShow episode — https://controlai.org/

New York Times (Eli Tan), "Corporate America Is Getting Hooked on Open-Source A.I." — https://www.nytimes.com/2026/09/04/technology/open-source-ai-companies.html

Artificial trailer and the cast → https://variety.com/2026/film/news/artificial-trailer-andrew-garfield-openai-biopic-1236802616/

Timestamps:

0:00 "An Alien Mind"

3:08 AI psychosis, marketing, or half a mile ahead on the racetrack?

12:52 The Manhattan Project analogy

15:20 Tudor: if it's really that dangerous, the answer is nationalization

17:02 Regulatory capture: Bill Gurley at All-In, Sacks, and who can afford to be regulated

20:37 The influencer …
The real danger is the gap BETWEEN two robots | E29

3 september 2026 · 1 uur 30 min
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Today’s show:

Anthropic gave AI agents hands, allowing them to control real-world equipment like robots and microscopes… but is it safe to give autonomous agents their own lasers? Gatik’s Gautam Narang says the real danger isn’t one machine like this going rogue, it’s the exploit surface hiding in the gaps between the machines.

Plus, in a huge week for AI news… OpenClaw shipped its biggest release ever. AND the entire industry debated whether or not agents are forming “civilizations.”

On TWiAI Ep 29, our expert panel — including Gautam (Gatik), Russ d’Sa (LiveKit), and Billy Kraft (Path) — explores the world of “multiplayer agents,” and Jason suggests the one killer feature that would make any new agentic app the market leader. PLUS Perplexity’s new “Hybrid Compute” just for Macs, some advice for Apple’s new CEO John Ternus, the value of “AI Detectors” like Pangram, and Jason’s complete guide to tipping and over-tipping.

Guests:

Gautam Narang on X: https://x.com/gautam_narang?lang=en

Gatik: https://www.gatik.ai/

Russ d’Sa on X: https://x.com/dsa

LiveKit: https://livekit.com/

Billy Kraft on X: https://x.com/billykraft

Path: https://path.dev/

Relevant Links:

OpenClaw 2.0 - https://openclaw.ai/blog/openclaw-2-accidentally

Grok Bot — https://grok.com

Buzz — https://buzz.build

Perplexity Hybrid Compute — https://www.perplexity.ai/hub/blog/introducing-hybrid-compute-on-mac

John Ternus — https://www.apple.com/leadership/john-ternus/

OpenAI's Mac mini / Mac Studio buying spree https://the-decoder.com/openai-and-rival-ai-labs-are-buying-tens-of-thousands-of-mac-minis-to-train-computer-use-agents/

Waymo hits a child — https://www.cnbc.com/2026/01/29/waymo-nhtsa-crash-child-school.html

Timestamps:

2:58 OpenClaw 2.0

5:11 "Agents ARE AI"

7:27 Billy: OpenClaw is still too technical for business users

9:00 Slack Code, and collaborative prompting

10:40 Multi-agent orchestration and Stripe's "minions"

14:1…
XBOW Founder: “Your Infrastructure is Not Safe” | EP 28

27 augustus 2026 · 1 uur 11 min
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This Week In Startups is made possible by:PaypalToday’s show:XBOW’s AI has held the top rank on the HackerOne leaderboard for more than a year. On TWiAI, founder Oege de Moor (who also built GitHub Copilot) tells us that no one’s infrastructure is truly safe anymore, now that open-weight models are trailing the American frontier by only a couple of months. Staging a serious cyberattack is now cheap and accessible, with attackers able to get dangerously solid results quickly from relatively cheap, open-source options from China.Guests:Runbin Dong on LinkedIn: linkedin.com/in/runbindongScale Social: https://scalesocial.ai/Oege de Moor on X: https://x.com/oegerikusXBOW: https://xbow.com/Relevant LinksWSJ: Nvidia-Poolside deal: https://www.wsj.com/tech/ai/nvidia-is-spending-6-billion-to-build-a-powerful-u-s-alternative-to-chinese-ai-c51c38ccPoolside: https://poolside.ai/Silicon Angle: Nvidia in talks to invest in Perplexity: https://siliconangle.com/2026/08/24/nvidia-reportedly-eyes-another-investment-in-perplexity-ai-at-a-30b-valuation/Perplexity: https://www.perplexity.ai/Bloomberg: Chinese hackers using DeepSeek: https://www.bloomberg.com/news/articles/2026-08-24/chinese-hackers-use-deepseek-to-boost-attacks-researchers-say-mt7o4205Nvidia: Groq 3 LPX enters full production: https://nvidianews.nvidia.com/news/nvidia-groq-3-lpx-now-in-full-production-with-world-class-speed-for-agentic-aiCNBC: Groq-Nvidia acqui-hire deal: https://www.cnbc.com/2025/12/24/nvidia-buying-ai-chip-startup-groq-for-about-20-billion-biggest-deal.htmlOpenAI on early Jalapeño results: https://openai.com/index/jalapeno-first-results/Stanley Druckenmiller WSJ op-ed: https://www.wsj.com/opinion/let-the-bond-market-speak-81529d74Druckenmiller confirms op-ed was authored with AI: https://www.notus.org/media/stanley-druckenmillers-wsj-op-ed-bessent-aiPangram: https://www.pangram.com/Alabama AG: OpenAI subpoena announcement: https://www.alabamaag.gov/attorney-general-marshall-launches-investigation-int… Lees meer