Résumé de l'épisode
Anthropic has filed to go public, and its S-1 lays out a future of "virtual collaborators," $40 trillion in knowledge work, and a valuation that could top Meta's. Paul Roetzer and Mike Kaput break down the filing. They debate whether Fortune 500 companies can really become "self-driving" by 2030, and dig into Google DeepMind's new research on AGI, wages, and the meaning of work. In rapid fire: Gemini 4 Carbon, Genie 4, and GPT-6.1 Terra; earnings from Google, Microsoft, and Amazon; Microsoft's 60,000-employee buyout offer; Amazon's anti-tokenmaxxing memo; and a new wave of AI security incidents. AI-Pulse Survey: Fill out this week’s AI-Pulse Survey here. Show Notes: Access the show notes and show links here Timestamps: 00:00:00 — Intro 00:06:57 — Anthropic’s IPO Filing 00:27:42 — The Rise of the Self-Driving Company? 00:41:35 — Google DeepMind & OpenAI Say AI Could Transform the Meaning of Work 00:56:12 — Google Unveils Gemini 4 Carbon and Genie 4 as OpenAI Releases GPT-6.1 Terra 01:01:44 — Google,…
Anthropic has filed to go public, and its S-1 lays out a future of "virtual collaborators," $40 trillion in knowledge work, and a valuation that could top Meta's. Paul Roetzer and Mike Kaput break down the filing. They debate whether Fortune 500 companies can really become "self-driving" by 2030, and dig into Google DeepMind's new research on AGI, wages, and the meaning of work. In rapid fire: Gemini 4 Carbon, Genie 4, and GPT-6.1 Terra; earnings from Google, Microsoft, and Amazon; Microsoft's 60,000-employee buyout offer; Amazon's anti-tokenmaxxing memo; and a new wave of AI security incidents. AI-Pulse Survey: Fill out this week’s AI-Pulse Survey here. Show Notes: Access the show notes and show links here Timestamps: 00:00:00 — Intro 00:06:57 — Anthropic’s IPO Filing 00:27:42 — The Rise of the Self-Driving Company? 00:41:35 — Google DeepMind & OpenAI Say AI Could Transform the Meaning of Work 00:56:12 — Google Unveils Gemini 4 Carbon and Genie 4 as OpenAI Releases GPT-6.1 Terra 01:01:44 — Google,…
Épisodes
#249: Anthropic Files for IPO, The Self-Driving Company, AI and the Meaning of Work & Microsoft’s 60,000-Employee Buyout Offer
ÉcoutéAnthropic has filed to go public, and its S-1 lays out a future of "virtual collaborators," $40 trillion in knowledge work, and a valuation that could top Meta's. Paul Roetzer and Mike Kaput break down the filing. They debate whether Fortune 500 companies can really become "self-driving" by 2030, and dig into Google DeepMind's new research on AGI, wages, and the meaning of work. In rapid fire: Gemini 4 Carbon, Genie 4, and GPT-6.1 Terra; earnings from Google, Microsoft, and Amazon; Microsoft's 60,000-employee buyout offer; Amazon's anti-tokenmaxxing memo; and a new wave of AI security incidents. AI-Pulse Survey: Fill out this week’s AI-Pulse Survey here. Show Notes: Access the show notes and show links here Timestamps: 00:00:00 — Intro 00:06:57 — Anthropic’s IPO Filing 00:27:42 — The Rise of the Self-Driving Company? 00:41:35 — Google DeepMind & OpenAI Say AI Could Transform the Meaning of Work 00:56:12 — Google Unveils Gemini 4 Carbon and Genie 4 as OpenAI Releases GPT-6.1 Terra 01:01:44 — Google,…
#248: The AI Cybersecurity Crisis, Dario Fights Back on Safety, OpenAI’s Monitoring Blind Spots & Claude Duet
ÉcoutéAI found a 14-year-old flaw in the code behind an estimated 70% of websites, and within 12 hours of it leaking, Cloudflare saw millions of attempts to exploit it. In Episode 248, Paul Roetzer and Mike Kaput break down this AI cybersecurity crisis: what happened, why it cascaded across banks, infrastructure, and medical records, and the steps you can take now. They also cover Dario Amodei's defense of Anthropic's safety record, outside evaluators finding gaps in OpenAI's safeguards, Meta's Muse data exposure, and Anthropic's IPO filing at a valuation approaching $2 trillion, plus product and funding news in the rapid-fire round. AI-Pulse Survey: Fill out this week’s AI-Pulse Survey here. Show Notes: Access the show notes and show links here Timestamps: 00:00:00 — Intro 00:05:17 — The AI Cybersecurity Crisis Is Here 00:29:55 — Dario Defends Anthropic’s Safety Record 00:45:50 — Outside Evaluators Find Gaps in OpenAI’s AI Safeguards 00:56:57 — Marketing AI Institute’s 10-Year Anniversary 01:05:28 — Meta’s Muse…
#247: OpenAI’s Mounting Safety Concerns, Anthropic’s AI Expectations Gap, MAICON 2026 Recap, AI Score & Gemini 4 Argon
ÉcoutéA safety lead who authored OpenAI's model reports left and told Ezra Klein the industry can't reliably safeguard the systems it's already shipping. Paul Roetzer and Mike Kaput unpack that interview, OpenAI's fired safety researchers, and reporting that labs expect a catastrophic AI incident within a year. Then: Anthropic's new data on its own AI-run workforce, a MAICON 2026 recap, fresh interpretability research, OpenAI's contested math-proof release, Google's Gemini Argon, and micro1's $1B plan to buy how businesses actually work. AI-Pulse Survey: Fill out this week’s AI-Pulse Survey here. Show Notes: Access the show notes and show links here Timestamps: 00:00:00 — Intro 00:05:48 — AI-Pulse Survey 00:07:11 — OpenAI's Mounting Safety Concerns 00:25:09 — The AI Expectations Gap 00:47:24 — MAICON 2026 Recap 01:02:51 — Introducing The AI Transformation Blueprint and AI Score 01:08:48 — An Interpretability Breakthrough? 01:13:17 — OpenAI's Math Reckoning 01:18:31 — The Super Intelligence Rebrand 01:22:21 —…
#246: AI Answers - Live from MAICON 2026: AGI, AI Costs, and the End of GPTs
ÉcoutéWhen will we achieve AGI? Recorded live in the podcast studio at MAICON 2026, this AI Answers episode has Paul Roetzer and Mike Kaput answering questions submitted from our audience. They dig into what AGI means for everyday work, whether Claude and ChatGPT get more expensive after the IPOs, how to drive adoption when you're not the CEO, what to use now that GPTs are going away, and who owns the AI work you build at your job. 00:00:00 — Intro 00:04:03 What MAICON insight has challenged your thinking about where AI is headed? 00:07:46 How do you keep up with AI without burning out? 00:12:09 How do you go from following a demo to using AI in your own work? 00:15:21 How do you get AI adopted in the messy middle of an organization? 00:17:41 How do you build an AI roadmap you can stick to as models change? 00:22:09 Will Claude and ChatGPT get more expensive after the IPOs? 00:26:23 What can AI do versus what should AI do? 00:30:35 What does AGI actually look like for a regular person? 00:35:25 Can AI solve the…
#244: How Alibaba.com Is Building the Future of Agent-to-Agent Commerce
ÉcoutéKuo Zhang, president of Alibaba.com, believes B2B commerce is becoming agent-to-agent. He joins Mike Kaput to explain Accio, Alibaba.com's agent platform, and how it collapses a 60-step sourcing process into hours. They cover the Model × Harness × Context formula, the Commerce Agent Bench benchmark, what had to change inside a 26-year-old company, and why the future of global trade runs on agents. Part of the AI Transformations series. Show Notes: Access the show notes and show links here Timestamps: 00:00:00 — Intro 00:7:30 — Why Accio 00:8:49 — Inside Alibaba.com's AI transformation with Accio Work 00:15:12 — The pain points Accio was built to solve 00:19:32 — Real examples of entrepreneurs using Accio Work 00:24:15 — The technology powering the transformation 00:28:50 — How AI agents will reshape commerce at large 00:32:26 — What had to change inside the company 00:37:26 — The hardest parts of shipping agent-based products 00:40:47 — How Alibaba.com measures agent performance This week’s episode is also…