“I will say notably, They're doing this on infrastructure from Prime Intellect. So we've covered Prime before. They've come out with a whole bunch of kind of janky and wild distributed computing strategies. They really do, I'll call it like high entropy computing in the sense that these are wacky ideas that a lot of them are like, how do you do decentralized RL rollouts really, really well? And anyway, they've done interesting work there.”
“$111 billion of that to Google, $110 billion to Amazon, $31 billion to Microsoft, $161 billion to Broadcom. Uh Approximately 80% of these obligations are binding and non-cancelable. To put this in perspective, says Yahoo, for every dollar Anthropic earned in 2025, it committed roughly $113 to future infrastructure.”
Its share rose from 19.1% last week to 22.7% this week, reversing the previous week's drop.
Share of this week’s podcast conversation
Recent weeks19.2%→This week22.7%
Came up more often than in recent weeks.
Podcast moments5 cited momentsViewClose
The Cognitive Revolution
One Brain, Any Body: Google DeepMind's Keerthana on Gemini Robotics 2, Cross-Embodiment & Humanoids
Tell me more about, it's like running into a wall at their sprint and get smashed into pieces. Clearly they are not training them like that on an ongoing basis because they'd run out of physical robots to do the training on awfully quickly. So from that alone, I was like, okay, clearly they must be doing a lot of training in simulation. Tell me more about why these kinds of tasks are amenable to training in simulation and what kinds of tasks are still difficult to train in simulation?
Yes, you can iterate and make these better. I wanna make sure I, that, that Soll, it can get there, but it just shows you that, that visually how different the level is of these 2 models. And I think that's something really important. And like, honestly, like I would be slightly worried if I was at OpenAI that this is the thing we have going against Opus 5.5.
Its share rose from 12.4% last week to 14.5% this week, reversing the previous week's drop.
Share of this week’s podcast conversation
Recent weeks15.6%→This week14.5%
Came up less often than in recent weeks.
Podcast moments5 cited momentsViewClose
AI For Humans
AI put Minecraft in Skyrim (and OpenAI had a Dev Day)
Opus 555 does, to me, feel like a pretty significant step towards AGI, especially after my AI agent Fig made a 27-minute documentary about AI almost entirely on its own. It scripted it, it generated the host, it edited it, it added the music.
pointing models, like, or agents at a growing kind of context of information, maybe it's just enough to solve very difficult problems. That um I can buy.
#258 - Opus 5.5, Sol and Luna, Muse, DeepSeek-V4.1-Flash, Xi
the delicate equilibrium that we are in is at great risk. Like you can't just keep inventing crazy new technologies every Tuesday and think that stability will win through.
I was gonna say, we see that today between the uh Fortnite and Roblox ecosystems, right? Like, not to shout out those 2 companies specifically, but if a game pops anywhere, there's a million clones on each platform. Well, is someone gonna make the AI-decompiled Newgrounds, if you will, where anytime something pops, they try to emulate it? We should shout out a couple things, right? Um First, we have to shout out um the Sega Seaman decompile. Did you see this thing?
#258 - Opus 5.5, Sol and Luna, Muse, DeepSeek-V4.1-Flash, Xi
It appears that the launch has been good. If these 2 investors, we'll see, you know, what the longer-term feel on this product are, but a lot of their users from, you know, the rest of the ecosystem of Facebook and so on are giving Muse a try.
What's an example? So is this different than, like, you know, pick your favorite company, Harvey, for example, using LLMs to do legal work or what's the—
