Limitless: An AI Podcast

Ejaaz:
OpenAI Astra, also known as GPT-6, is on the verge of being released.

Ejaaz:
We've seen a bunch of updates from the OpenAI side. If you're listening to this

Ejaaz:
episode right now, you may have access to this.

Ejaaz:
This is OpenAI's most powerful model yet, and it's rumored to be more powerful

Ejaaz:
than Mythos 5.1, which was also released from Anthropic alongside Fable 5.1,

Ejaaz:
two new models from Anthropic.

Ejaaz:
This wasn't the only model releases this week. We had a new one from Meta.

Ejaaz:
We had a new one from Google, as well as a brand new world model,

Ejaaz:
which changes our perspective on how we create simulated realities.

Ejaaz:
But in other news, the ghoul is back on this show.

Ejaaz:
OpenAI's rumored hardware device may have been peaked at again.

Ejaaz:
We have Parma Lucky this time, rocking these really weird new futuristic earbuds,

Ejaaz:
as well as a metal puck. We're going to get into all of that and more on today's roundup.

Josh:
This is the round. This is my favorite episode of the week. I'm so excited.

Josh:
We have so much to talk about today. So buckle up, get comfortable.

Josh:
The first topic is Astra.

Josh:
Now at the time of recording, it is not out, although it is rumored and it is

Josh:
likely to be coming out any moment.

Josh:
So normally upon conclusion is normally when they decide to publish it.

Josh:
Once we hit stop on this recording, they will publish the model. So get ready for that.

Josh:
It is basically, it's going to be the new best model in the world.

Josh:
It's going to be incredibly powerful, incredibly intelligent, possibly efficient.

Josh:
We don't know. There's a lot to learn as this model comes out basically this

Josh:
model's been ready for quite some time we don't know exactly how long but open

Josh:
ai themselves have been teasing it

Josh:
for at least a couple of months now we know it hit roadblocks it hit problems

Josh:
with the government approvals then it hit problems with their own internal

Josh:
Breakouts per se like we've mentioned about the exploits that have happened

Josh:
with hugging face maybe three separate episodes but you should go check out

Josh:
our most recent moments earlier this week it's finally time to see what they've

Josh:
been cooking so this is probably possibly going to be GPT-6.

Josh:
It seems like it is strong enough to be GPT-6 level. What I suspect and what

Josh:
I hope is that we may also get a image generation model as well in addition

Josh:
to Astra. So this is going to be a fun weekend for anyone who is excited about

Josh:
using these new tools to see what this thing is capable of.

Josh:
There is a news headline that I think is important to highlight specifically

Josh:
around how they trained this model and it appears as if there's a new breakthrough

Josh:
that happened. It's called recurring depth or like a looped transformer architecture.

Josh:
And the TLDR is instead of every token kind of moving

Josh:
once throughout this like fixed stack of transformer layers portions of that

Josh:
network can be run repeatedly and basically what this means is that

Josh:
you get more computational depth without proportionally increasing the number

Josh:
of unique parameters we hear about parameter count all the time

Josh:
that's not the reason why these models necessarily need to get better they have

Josh:
figured out a new way of doing it the problem with this

Josh:
is you see less of the reasoning traces you see less of the chain of thought

Josh:
and people are concerned because i mean we just saw with hugging face what happens

Josh:
when you don't monitor these models closely and it seems as if this is

Josh:
kind of taking a little cheat code to getting to a better place faster with

Josh:
a little less safety so i don't know exciting model on the way

Ejaaz:
Yeah i mean the scariest part about this is open ai is releasing gpt6 uh

Ejaaz:
which is by the way the same model which broke out of containment

Ejaaz:
got access to open air's own internal research clusters and got admin access

Ejaaz:
to like all their research tools which is just kind of crazy this is stuff which

Ejaaz:
is typically like locked behind a vault and no one gets access to it.

Ejaaz:
Very few people in the company have access to that thing. And an internal model was able to do this.

Ejaaz:
Second scary thing is this model is already about three to four months old.

Ejaaz:
So you can imagine like the current model that they have internally right now

Ejaaz:
is way, way more powerful.

Ejaaz:
And then we have this news that they're training it in a particular way that

Ejaaz:
makes it less readable. In other words, we can't kind of like discuss or figure

Ejaaz:
out the kind of thoughts that this model is having. The reason why that's important

Ejaaz:
to your earlier point, Josh, is.

Ejaaz:
The hugging face incident was only discovered because researchers were able

Ejaaz:
to look at the internal thoughts of the internal model that they were training.

Ejaaz:
And they were like, oh, wait, this thing is completely misaligned.

Ejaaz:
So if they're kind of like leaning into this technique, which is known as loop

Ejaaz:
transformers, and they can't read the internal thoughts of the model,

Ejaaz:
you can kind of reason to argue that this model can kind of like hide some of

Ejaaz:
its misaligned behavior. So that is a little bit concerning.

Ejaaz:
Now, when it comes to our favorite rivalry in the entire world.

Ejaaz:
OpenAI, unfortunately, is ending their partnership with Cursor.

Ejaaz:
Now, Cursor, if you've been listening to the show for a while,

Ejaaz:
was originally kind of like a neutral platform, which will essentially be a

Ejaaz:
wrapper around different kinds of models.

Ejaaz:
And their kind of like product was essentially this harness.

Ejaaz:
So it would take your prompt and it would route it to the right model at the

Ejaaz:
right time. It would save you a bunch of money. It would be incredibly efficient.

Ejaaz:
And arguably, it would give you better answers.

Ejaaz:
Now, that company was acquired for $60 billion by none other than Elon Musk in SpaceX AI himself.

Ejaaz:
Now, Sam and Elon haven't really got along. They have a very rivaled history

Ejaaz:
stemming all the way back to the creation of OpenAI where Elon Musk was involved

Ejaaz:
and then he had to like separate and he spun up XAI and it was a whole thing.

Ejaaz:
And now Sam Altman has completely severed ties. He said, okay,

Ejaaz:
Elon, if you own this entire thing, I'm not giving you access to my frontier

Ejaaz:
model, which you can kind of potentially steal. I'm gonna take that away from you.

Ejaaz:
And that resulted in arguably the best tweet of the year. i don't know if you

Ejaaz:
saw this josh but it came from michael trull who's like the 24 year old founder

Ejaaz:
and ceo of cursor who goes.

Ejaaz:
Listen, we're starting to see that OpenAI put out a note saying they plan to block Cursor.

Ejaaz:
By the way, OpenAI models serve about 5% of Cursor user traffic,

Ejaaz:
which is just the biggest dunk.

Ejaaz:
But he says, we're speaking to the OpenAI team to resolve this.

Ejaaz:
And I just found this whole thing completely hilarious. And I think like Elon

Ejaaz:
called him an asshole in the midst of all of this. It was just a crazy thing.

Josh:
That sounds about right. I mean, questionable activities from Sam to want to

Josh:
pick another fight with Elon and co

Josh:
particularly when cursor and spacex are the ones providing

Josh:
a tremendous amount of compute for their competitors as well as just pushing

Josh:
along the frontier it seems like why why would you want to make enemies with

Josh:
the greatest entrepreneur of our time like that seems like a mishap but on the

Josh:
other half of the coin sam is saying interesting things he's kind of like

Josh:
more based sam has been coming out to play this week we got him kind of shutting down open ai

Josh:
and spacex's relationship but we also got him on a podcast addressing the water

Josh:
issue and addressing the a lot of the data center problems that people have

Josh:
been concerned about and just confronting them head on he had this amazing quote

Josh:
and this amazing clip that i loved

Josh:
which said for every 38 000 chat gpt queries

Josh:
that is the same amount of water that is used in the production of a single

Josh:
almond in california and i'm not like that great at doing math in my head but

Josh:
um 38 000 times like a handful of almonds equals probably more

Josh:
tokens that we've consumed in our entire life so by you eating a handful of

Josh:
almonds you have essentially consumed a lifetime of prompts and i found that

Josh:
to be interesting too he mentions where he thinks it came from there does seem

Josh:
to be this kind of like paid organized psyop coming from china particularly on the tiktok platform

Josh:
that is convincing people of these mistruths

Josh:
um but i like that he's out here addressing it i like that he is discussing

Josh:
in public and now that we have clips like this we can share it around the internet

Josh:
with viewers like you to let everyone know like hey, it's not actually ending the world.

Ejaaz:
Yeah, it was a great podcast episode. I recommend you go listen to it.

Ejaaz:
It was produced by, I believe, Alex Heath, who is kind of like an insider and

Ejaaz:
he discusses a lot of these things. Definitely go check it out.

Ejaaz:
My comment on the water thing is, if you're listening to this and you still

Ejaaz:
believe that data centers, AI data centers specifically, consume a lot of water,

Ejaaz:
that is factually incorrect. And a lot of the claims that have been made in

Ejaaz:
the past is completely baseless.

Ejaaz:
Water is typically reused a lot in AI data centers, and that's been the case

Ejaaz:
for a while now. So definitely go check out that episode.

Ejaaz:
But shifting gears slightly, there have been so many model releases this week

Ejaaz:
that it's honestly become quite overwhelming.

Ejaaz:
And the first one, or rather one of them, comes from none other than,

Ejaaz:
you know, I have a mixed relationship with Mr. Zuckerberg over here. I've been a hater.

Ejaaz:
I've now been a lover for a while now. And Meta released, surprisingly, another model.

Ejaaz:
This is their fourth release in five to six weeks, I believe,

Ejaaz:
which is unprecedented for Meta on its own. It's MuseSpark 1.3,

Ejaaz:
and it's a specialized reasoning, agentic coding model. So what does that mean?

Ejaaz:
It means that it's much better at coding than its previous model.

Ejaaz:
And its previous model, which was released, I believe, two and a half weeks

Ejaaz:
ago, was also pretty decent as well.

Ejaaz:
But the main standout feature for Meta and this particular model is,

Ejaaz:
once again, it is the cheapest model around to get 90% of your tasks done. And I can prove it.

Ejaaz:
I have a demo here shared by Alexander Wang, who is one of the leads here.

Ejaaz:
Where they basically or someone recreated Minecraft and it cost them 10 cents

Ejaaz:
to do. So if you're wondering, you know, why is this part of Meta's strategy?

Ejaaz:
Well, Mark Zuckerberg's looking at the competition and he's thinking,

Ejaaz:
well, I can catch up to frontier intelligence, but it's going to take me a while.

Ejaaz:
In the meantime, I'm going to provide the cheapest intelligence possible so

Ejaaz:
that enterprises have to second guess whether they should go with the anthropic

Ejaaz:
model or with the open area model when they could just use some of Meta's models

Ejaaz:
to do the majority of their work and then maybe use that,

Ejaaz:
in partnership with some of these other smarter models.

Ejaaz:
And that's what Meta's strategy has been for a while now. And it's so impressive

Ejaaz:
to see the kind of cadence that they have.

Ejaaz:
But it would be bequeath me to say that I can't mention Meta's model without

Ejaaz:
Google's model because they're kind of now weirdly playing the same game.

Ejaaz:
Google also released a new model called Gemini 3.8 Flash.

Ejaaz:
And I have to say the weirdest part about this is Meta's model is better.

Ejaaz:
So Meta has finally crushed Google and it's just so bizarre off to me.

Josh:
I could probably tell you the change log between these models without actually

Josh:
even reading a single thing on the card.

Josh:
It's slightly more efficient, slightly cheaper, slightly smarter.

Josh:
It feels like this is like iOS version updates where it's just getting slightly

Josh:
better across the board and nothing really exciting is happening.

Josh:
It's like, okay, we're giving you cheap tokens. It's kind of like lower on the

Josh:
Pareto Frontier in terms of like our cost competition.

Josh:
It's not much smarter. It seems fine. I'm like, okay, this is like cool.

Josh:
Am I going to go and try it? Like probably not. There's other more interesting

Josh:
models to try, but it's nice to see.

Josh:
I do find it interesting when we talk about we're going to talk about the frontier

Josh:
model that was released this week but there's been this race on kind of like

Josh:
the cost basis and then the race on the intelligence basis and gemini and meta

Josh:
right now are kind of going head to head on that cost basis and i think it'll be interesting to see

Josh:
where they go but those are the two smaller models we had a really cool thing this

Ejaaz:
This next one um this is my favorite yes.

Josh:
Gaussian splats yes need I say anymore

Ejaaz:
We were the OGs.

Josh:
I'm a huge splat guy man like

Ejaaz:
Tell Josh is a big splat guy guys dude I.

Josh:
Freaking love splats so I can't even like describe to you what it is you just

Josh:
just watch this video basically what this technology it's like unbelievable

Josh:
so it's able to take still images or some sort of a video image

Josh:
and then generate an entire world around it for you to navigate.

Josh:
So let's say you have an image of a place that you've traveled to that you really

Josh:
love and you want to relive what that looks like, or you'd like to generate

Josh:
an extension of it and go and live inside of it.

Josh:
It is able to do that. So what we're seeing here is a standard input image on

Josh:
the screen where it is a photo of a church and you can draw the line of a camera

Josh:
that goes through and navigates the 3D space and it will actually generate all

Josh:
of what it expects it to look like for this video model.

Josh:
And it's like unbelievable world builder. It's been a while since we've talked

Josh:
about world building in general

Josh:
because we haven't really gotten one of the new gemma models from google in

Josh:
a while but this seems to take what google is working on and kind of flip it

Josh:
on its head in a way that is unbelievably impressive it requires one still image

Josh:
and you could see in the video here

Josh:
it will just generate an entire room from a still image and let you walk around

Josh:
and actually navigate it so in terms of data training i mean what what are world

Josh:
models good for training robots they're good for entertainment they're good

Josh:
for gaming this is definitely right

Josh:
on the frontier of what's possible here and of course naturally it's by fei

Josh:
fei lee the godmother of ai and i found this release to be so exciting of all

Josh:
the tools that came out this week this is the one i want to spend the most amount of time with because

Josh:
man how much fun is it to create these 3d virtual environments like

Josh:
Like nothing it's so easy now and it's so impressive

Ejaaz:
So for those of you who have been following kind of like the world model advancements,

Ejaaz:
Fei-Fei Li, as you mentioned, is an OG here.

Ejaaz:
Fun fact, she used to teach Andre Carpathy, the Andre Carpathy,

Ejaaz:
back when he was just a young student trying to learn about all this kind of AI stuff.

Ejaaz:
So Fei-Fei Li's been around for a while, and she recently started her own company

Ejaaz:
called World Labs, which is focused, as the name suggests, on world models.

Ejaaz:
Now, the difference between a world model and an LLM, a world model is an AI

Ejaaz:
model that really has a good understanding and spatial awareness of the actual world.

Ejaaz:
LLMs are like kind of like a student in a library. It reads all the books.

Ejaaz:
It understands the theory of how the world works. World models actually go out

Ejaaz:
into the world and understand how the physics of the world works.

Ejaaz:
If I drop this drink that I'm showing you on my screen right now,

Ejaaz:
what happens, how it splatters the physics behind all of it.

Ejaaz:
Now, the advancement that we're seeing with this particular model,

Ejaaz:
and I wanted to show just this clip.

Josh:
The demos are crazy too. I've been watching demos. They're sick.

Ejaaz:
So this is someone, if you're not, if you're listening to this and you're not

Ejaaz:
watching your screen, I advise you do this is someone spilling a drink.

Ejaaz:
And by the way, this is just one video shot from one angle.

Ejaaz:
And so this person has been able to navigate and go around him in every single

Ejaaz:
shape and form, including capturing his face, his beard trimmings,

Ejaaz:
the angle of the lighting on the strawberries, the coloring, everything.

Ejaaz:
This looks like a video that was shot by someone walking around.

Ejaaz:
But really, it's just kind of like, from one plane of view, someone just shot

Ejaaz:
one video. And now you're able to go round and round around,

Ejaaz:
you're able to stop it, you're able to edit it, you're able to zoom in.

Ejaaz:
There's so many different ways that you can kind of play around with this tool.

Ejaaz:
This could have effects in VFX, Hollywood, which, by the way,

Ejaaz:
typically takes tens of millions of dollars to recreate this and hours and months of work.

Ejaaz:
It's so crazy. Reduced to like kind of like a couple of dollars and like a couple

Ejaaz:
of seconds. It's just insane.

Ejaaz:
What's the comparison to this model? Well, it's from Google.

Ejaaz:
Google, I believe it was Genie 3 that they released a while ago.

Ejaaz:
It was their world model.

Ejaaz:
It was okay, but it kind of looked like the Unreal game engine.

Ejaaz:
It kind of looked animated.

Ejaaz:
The main difference here is you can take a picture of the real world,

Ejaaz:
like a human being, and you can

Ejaaz:
turn it into a simulated reality with a 3D point for every single pixel.

Ejaaz:
And so imagine this applied to like sports. Imagine this applied to like movies

Ejaaz:
this could like change the way we interact with media and it's just such a cool development.

Josh:
It's also just cool there's another demo we have with basketball like this dude

Josh:
was just taking he you could see there's like a couple cameras there's three

Josh:
different cameras basically and from the three camera angles it's able to rebuild

Josh:
the entire three-dimensional

Josh:
structure of this and guess the things that it can't see so you'll notice the

Josh:
cameras are all facing the basketball hoop it still is able to generate what's

Josh:
behind the basketball hoop because

Josh:
it's smart enough to understand and interpret what it should look like

Josh:
and then generate that so all it takes is a few camera angles and i love the

Josh:
description where it just says like this is kind of indistinguishable from black

Josh:
magic and we're seeing another one where if you have

Josh:
Just if you have a single camera angle, it works pretty well,

Josh:
but it is less accurate in the sense that it is less truthful of what reality looks like.

Josh:
If you have a couple cameras, it will just take whatever you give it and stitch

Josh:
it together and turn into this unbelievable world.

Josh:
It is so, so impressive. So I think of all the releases this week,

Josh:
this one's my favorite. This is what I want everyone to try.

Josh:
This is what I'm most excited to try. I want to go out and record some videos,

Josh:
like just post up a couple iPhones and see what type of crazy stuff I can get.

Josh:
Maybe we'll share the results next week on the show.

Ejaaz:
How the tables have turned though, Josh. We typically always used to talk about

Ejaaz:
like the new anthropic models like released like the first thing on the docket um

Ejaaz:
but claude or rather anthropic released not one

Ejaaz:
but two new models this week um claude fable 5.1 and claude mythos 5.1 um this

Ejaaz:
is an iterative upgrade to my understanding i've been playing around with these

Ejaaz:
models i've only got access to fable 5.1 which is the one with the safeguards on it

Ejaaz:
and i understand that there's a bunch of different changes here so number one

Ejaaz:
it is much better bang for buck.

Ejaaz:
So you can get the same amount of intelligence or increased intelligence for a fraction of the cost.

Ejaaz:
They're doing this thing called caching or the cutting down on sort of like

Ejaaz:
the caching mechanism that the model uses, which means that you could get up

Ejaaz:
to 75% lower costs on your prompting, especially over long agentic workloads.

Ejaaz:
So the longer your task is, typically this model is very good and much, much cheaper.

Ejaaz:
The second thing is it's really compelling when it comes to video generation,

Ejaaz:
which is crazy for me to say, given that what you're seeing on the screen right

Ejaaz:
now, which is a demo from Fable 5.1, is completely generated from code.

Ejaaz:
This didn't take any kind of input images. This was just generated from code

Ejaaz:
from scratch. And it is just crazy to see the navigation around it.

Ejaaz:
It's almost like I'm looking at that world model that we just literally like

Ejaaz:
kind of like went through. So it's cheaper, it's more efficient.

Ejaaz:
And then the other thing I'll say about this is the safeguards.

Ejaaz:
One thing that was really annoying for me for Fable 5, at least personally,

Ejaaz:
when I was experiencing it is it just spoke too much and it didn't kind of answer

Ejaaz:
the questions that I gave it.

Ejaaz:
This model has been a significant leap. It now answers my questions.

Ejaaz:
It stops saying too many words and it's overall a much more pleasant experience to have.

Josh:
Yeah, it's amazing. This demo in particular is very cool.

Josh:
The person who wrote it says, for this one, I gave it a picture of a property

Josh:
lot and it designed a house for the lot, rendered it and then produced a cinematic walkthrough.

Josh:
And it's important to note also that Fable didn't actually generate the images,

Josh:
but Fable worked with Blender, which is a 3D rendering software.

Josh:
It was headless and it worked together and it conducted it and orchestrated

Josh:
it to build this 3D virtual space.

Josh:
And I think that's one of the more powerful things is because the model,

Josh:
it doesn't have an image model and yet it's able to create these unbelievable

Josh:
visual results. The second one being, we have another example here of a one-shot

Josh:
prompt for a Mario Kart game.

Josh:
And Mable 5.1 turned a singular prompt into a fully working Mario Kart game.

Josh:
And I found this to be really impressive too. It's like, okay,

Josh:
well, it doesn't have an image generation model, but this is looking pretty

Josh:
strong to me. In fact, if you gave me this game like a couple of years ago on

Josh:
my handheld device, this looks as good as Frontier in terms of like a Nintendo game.

Josh:
So I think the capabilities of these models and the intelligence to be able

Josh:
to interact with other tools that exist and harness them and orchestrate them

Josh:
to get the results that you're looking for is a really impressive capability.

Josh:
Great model, great new model. This is like the new frontier.

Josh:
We'll see what Astra has to like come back with. I'm very excited.

Josh:
It seems as if Astra might leapfrog this to some extent, but for now,

Josh:
best model, really impressive, really enjoying using it.

Ejaaz:
Okay, so just to give the run of the mill of everything that we've just covered,

Ejaaz:
just to catch you up on the roundup itself, we have OpenAI Astra coming out.

Ejaaz:
You might likely have access to it right now. You've got Google that released

Ejaaz:
Gemini 3.8 Flash, super cheap, super effective, but it's competing with Meta's

Ejaaz:
new model, which is Muse Spark 1.3.

Ejaaz:
You've got Actropic releasing two models, Fable 5.1 and Mythos 5.1.

Ejaaz:
And then you've got a few Chinese open source models as well,

Ejaaz:
as well as this new World Labs world model.

Ejaaz:
So the point that I want to make here is we have moved very far away from

Ejaaz:
one model per couple of months and it's like a major capability leaf when now

Ejaaz:
having this kind of iterative software upgrades and that's kind of like the

Ejaaz:
new world that we live in and it's net-net so amazing for you, the listener or the,

Ejaaz:
user for these different things because it means that you can constantly kind

Ejaaz:
of upgrade and test different kinds of views and you're not beholden to one

Ejaaz:
particular AI lab provider which I think is just an amazing world to be in.

Ejaaz:
So moving on josh you sent me this before we started the show right before.

Josh:
I gotta have a headache just thinking about it trying to be insane

Ejaaz:
Why am i looking at alexander's gals guard again and why am i looking at this

Ejaaz:
damn stainless steel earbuds and.

Josh:
If you've been listening to the show for a while you know the lore here this

Josh:
is a really important topic that has been at the core of

Josh:
my like the the bane of my existence essentially because what we saw here just

Josh:
quick tldr this video was released as a leaked super bowl commercial came out

Josh:
during the super bowl was leaked on reddit was deleted shortly afterwards and

Josh:
it shows a rumored device

Josh:
no one knows what it was but at the conclusion of it it showed the open ai logo

Josh:
and it said dime and this is a famous actor and this is a really beautiful looking

Josh:
device say his name josh say his name alexander scans

Josh:
i've no i can never get this freaking name right i have no idea

Ejaaz:
I'm sorry it's almost been a year. I'm not exaggerating. And I've told Josh,

Ejaaz:
it's Skarsgård. And the guy goes, Skarsgård. Well, you say it with an accent,

Ejaaz:
too. It messes up in my head. Anyway, so this actor.

Josh:
This famous dude, who's apparently in succession, was like, doing this thing.

Josh:
And that was it and we were convinced this was the open ai device until open

Josh:
i came out and said no that's not actually the device at all we don't know what that is

Josh:
fast forward a couple months later joe gebbia co-founder of airbnb he's currently

Josh:
leading design for the united states government as a whole like just really

Josh:
awesome legendary job he's spotted in a cafe

Josh:
and it's like the seemingly staged post that shows him just casually at a cafe

Josh:
but what do you know the earbuds and the puck are inside of the frame as well

Josh:
and he's using the device that we saw in that deleted video.

Josh:
Okay, what is this thing? Third data point just happened yesterday.

Josh:
Palmer Luckey, founder of Anduril, founder of Oculus, the 3D guy,

Josh:
the virtual reality guy.

Josh:
Yeah, he's posting a photo from a flower shop that he allegedly shops at all the time.

Josh:
Casual flower shop shouting him out, oh, what is that on his ears?

Josh:
The same device, the same buck in his hand.

Josh:
And if you go to the name of the flower shop account, if you scroll up just

Josh:
a little bit, it's Sweet Pea Flowers.

Josh:
And Sweet Pea is the codename for the OpenAI device.

Josh:
So there's like a lot, a lot of people are messing around here. I don't know what it is.

Josh:
I mean, OpenAI has openly confirmed that it is not them, but I don't know if

Josh:
I believe it. Like I'm just, at this point, whose device is this?

Josh:
This is clearly a device.

Josh:
We have Palmer Luckey, we have the actor guy, we have Joe Gebbia,

Josh:
and they're all using the same device. And I have no idea what it is,

Josh:
but it looks like this new AI first device and it's everything that was rumored

Josh:
OpenAI2D. So that's the update on this story.

Josh:
I don't know what it is. It's driving me crazy. If anyone wants to join the

Josh:
mystery, please share a comment below. I am desperate to know what this mystery thing is.

Ejaaz:
We do not make outreaches to insiders, but if there was ever a thing or moment

Ejaaz:
to do it for, this is the thing.

Ejaaz:
If you are someone listening to this show, if you're one of the 50 to 100,000

Ejaaz:
people that listen to each episode nowadays, which is a lot of you,

Ejaaz:
and you know something about this, please reach out to us. DM us on X.

Ejaaz:
Just to satiate our curiosity, like we won't even mention it on the episode

Ejaaz:
if you don't want us to, but like what on earth is going on here?

Ejaaz:
I'm sufficiently confused.

Ejaaz:
So we have Joe Gebbia, Airbnb, very respectable design guy, works for the US

Ejaaz:
government doing this thing. We then have Alexander Skarsgård,

Ejaaz:
Hollywood actor. What is this man doing with this thing? And now we have the

Ejaaz:
American forlord, Paul Mulaki, also using the thing.

Josh:
With no shoes on, I might add.

Ejaaz:
With no shoes on, very, very rustic, very rural.

Ejaaz:
I'm loving it. Honestly, it could be an aesthetic Instagram post from about

Ejaaz:
a year ago if we were really getting into it. But let me comment on the device. I have some thoughts.

Ejaaz:
Number one, those earbuds, they are much larger than I thought,

Ejaaz:
unless Palmolaki has incredibly small ears.

Ejaaz:
I do not know, but those earbuds look kind of constrictive around his ears.

Ejaaz:
And the second thing I'll say is the phone he's holding is a pretty sizable

Ejaaz:
phone. It's a big phone. It's arguably bigger than the iPhone Pro Max or whatever

Ejaaz:
the hell is the latest phone.

Ejaaz:
And that puck is massive. So yes, that could fit in your pocket,

Ejaaz:
but it seems kind of heavy and kind of clunky.

Ejaaz:
And I'm wondering like if I'm carrying my phone similar in the way that he's

Ejaaz:
doing it, is that comfy? Is that cool?

Ejaaz:
But I'm going to make a call right now, Josh. I think this is an open AI device.

Ejaaz:
And I think open AI had to deny it for legal reasons before they kind of like,

Ejaaz:
I don't know, whether it's an IPO thing or whether it was kind of like,

Ejaaz:
too far away from their actual launch but i think this is an open area device

Ejaaz:
and they're just teasing us

Ejaaz:
all the way until an excruciating launch about three months from now in the

Ejaaz:
actually you know six months from now in the early quarter of 2027 i think is

Ejaaz:
when it's meant to come out.

Josh:
I don't know hopefully soon i have no idea what it is if you know if anyone

Josh:
has any conclusions please let us know i'm desperate to understand more there's

Josh:
also another thing on the docket here glm 5.3 it says uh released someone released

Josh:
a rogue version of What does that mean to be a rogue version?

Ejaaz:
Yes. Okay. So you'll see this word here where it says, today we are releasing obliterated model V2.

Ejaaz:
And what they're talking about here is they took the number one.

Ejaaz:
I still think it's number one, Chinese open source model, GLM 5.3,

Ejaaz:
from none other than cheapu, Josh's favorite word, cheapu.

Ejaaz:
And it is an extremely capable model. But the one thing that it is very capable

Ejaaz:
at is cybersecurity technology.

Ejaaz:
Attacks, which, you know, isn't the greatest thing, but it's a very capable

Ejaaz:
cybersecurity model. Now, it is held under its own model weights,

Ejaaz:
which was just open-weighted or open-sourced about, I think, two weeks ago.

Ejaaz:
And in those two weeks, this company, this rogue random team,

Ejaaz:
has decided to stress test this model and remove all the safeguards that this

Ejaaz:
model has. So, typically, if you get access to GLM 5.3, it has safeguards on,

Ejaaz:
it won't do the bad thing.

Ejaaz:
This team kind of took that open weights model, tweaked the model weights,

Ejaaz:
and fine-tuned it to create a version of it that basically has no safeguards.

Ejaaz:
Now, of course, that's the kind of side effect of open source.

Ejaaz:
You are able to kind of experiment with these things. And the intention that

Ejaaz:
this company says is you can use it to help defend your own company and your

Ejaaz:
own software, which is, you know, an admirable goal. But I can imagine that

Ejaaz:
some people might use this for other nefarious purposes.

Ejaaz:
But the second thing I'll say is, this is accessible via API.

Ejaaz:
Now, typically, with open source models, like you could take it and make it

Ejaaz:
dangerous, but you would have to download and run it yourself.

Ejaaz:
And GLM 5.3 models, this incredibly capable cybersecurity threat,

Ejaaz:
is quite large. You would need to spend hundreds of thousands of dollars to be able to do that.

Ejaaz:
No more. With this company, you can get access to it via API and wreak havoc.

Ejaaz:
It's pretty insane to see.

Josh:
And next up we have a narrative violation this does not fall in line with the

Josh:
public sentiment talk to

Ejaaz:
Me about the new.

Josh:
School turns out turns out data centers aren't actually ruining the world who

Josh:
would have thought we talked about water first then the almonds are way worse

Josh:
hate the almond suppliers don't hate the ai people second

Josh:
You want to remove property taxes? Get a data center in town.

Josh:
Columbia County, Georgia.

Josh:
It's nearing a deal with Google that will nearly double its $25 million property

Josh:
tax revenues to $40 million, allowing the county to end its residential property

Josh:
tax thanks to massive data centers.

Josh:
Also, another fun side quest item that I came across this week.

Josh:
You know the most wealthy country or the most wealthy county in the country

Josh:
is actually the same county, which in Virginia, that has the most amount of

Josh:
data centers per capita.

Josh:
In it uh turns out like data centers actually make a ton of money

Josh:
and all of the money that we talk about being spent on this goes through data

Josh:
centers those data centers have to pay a lot of money and they have to incentivize

Josh:
the people to want to have them there

Josh:
and this is another example of like hey you have a data center town it's kind

Josh:
of quiet but it provides a lot of jobs and it provides a lot of subsidies and

Josh:
you don't pay property tax

Josh:
and you're responsible for generating the tokens that will hopefully make the

Josh:
world a much better place so this was a fun feel-good story i was like oh all

Josh:
right nice another data point

Josh:
where the data centers aren't quite ending the world. Pretty cool.

Ejaaz:
Those are blue collar jobs, by the way. Like I think the whole narrative around

Ejaaz:
like AI taking away jobs, they're actually one, not taking away software engineering

Ejaaz:
jobs, they're adding more. And two, they're adding even more blue collar jobs,

Ejaaz:
which is actually really beneficial for the states that these data centers are being set up.

Ejaaz:
And then the other thing I'll say is like, listen, this is great for Georgia

Ejaaz:
getting, you know, whatever, $25 million worth of property tax revenues and

Ejaaz:
like, you know, great for the residents over there. But it's happening in every single state.

Ejaaz:
And if it's not coming in the form of property tax reimbursement.

Ejaaz:
It's coming in the form of new schools, new hospitals, brand new equipment that

Ejaaz:
makes your lives better.

Ejaaz:
So I don't want to sound like a propagandist as I'm listening to myself right

Ejaaz:
now, but like data centers aren't all bad. They aren't all great either.

Ejaaz:
And I'm addressing that they are issues that need to be solved, but

Ejaaz:
The hatred is kind of like overwhelming right now and it's unjustified.

Josh:
You know what issue needs to be solved? Like getting more energy in these freaking data centers.

Ejaaz:
That's the problem. Slant PowerShell, LPS. Let's figure out,

Ejaaz:
like let's upgrade our transformer system. My God.

Ejaaz:
Anyway, moving away from power and transformers, can we talk about electrics

Ejaaz:
for a bit? Because there is an update.

Josh:
There's an update from RoboTaxi.

Ejaaz:
I know, there's too many. Listen, I am a simple man. I look on my screen. I see two things.

Ejaaz:
Really cheap prices, which is going to cost me kind of like a fraction of an

Ejaaz:
Uber cost, which is amazing.

Ejaaz:
And then number two, Terry's Black's, Terry Black's Barbecue.

Ejaaz:
A phenomenal spot. If you're in Austin, Texas, fantastic.

Ejaaz:
Go and visit. Josh, what on earth is going on here, please?

Josh:
So by the time you're watching this, the Cyber Cab will have officially launched

Josh:
in Austin, Texas. They will have had the launch event. They are going to,

Josh:
for the first time ever, distribute the Cyber Cabs across the entire county or city of Austin.

Josh:
This is the first time they're doing this with the Cyber Cab.

Josh:
They've been using robo taxis that are serving as Model Ys.

Josh:
Now we get those little gold things that are rolling around.

Josh:
Luke, who everyone knows who helps out with the show, he lives in Austin and

Josh:
he was describing what they look like in person. He's been seeing these all

Josh:
over town and he described it as these small little cars with the mullet on the back.

Josh:
They look adorable. But the reason why is because the efficiency of these vehicles

Josh:
exceeds that of any other car ever made in history.

Josh:
It is a two-seater. It has a very aerodynamically efficient design.

Josh:
And for the nerds who drive Teslas, you know, generally your tesla drives excuse

Josh:
me at around 250 to 350 kilowatt hours per mile the cyber cab is 150 it's built for

Josh:
Efficiency. It's built for low cost. Therefore, the cost per mile will be lower

Josh:
because the cost of the vehicle will be lower.

Josh:
The cost per mile will be lower. And I find it impossibly challenging for anybody

Josh:
to compete once these cybercabs are rolled out at scale.

Josh:
This is monumental because it's the first time it's rolled out in a city fully autonomously.

Josh:
As soon as the legislation passes to make it more broadly available,

Josh:
they will be able to do so.

Josh:
And this is the beginning of the cybercab takeover. And I think this is a one-way

Josh:
street in which cybercabs start

Josh:
entering more and more and more cities and nobody can compete on cost.

Josh:
This is almost half the price of Uber and you don't have to tip.

Josh:
And the cars are cleaner. They're more futuristic. They're far safer than a

Josh:
human driving. It is a win, win, win, win, win.

Josh:
And this is the beginning of a very long duration kind of tidal wave that I

Josh:
think a lot of the world isn't expecting to come as soon as it will.

Ejaaz:
I wish this was present in New York City and I wish that state regulations would

Ejaaz:
stop banning cool stuff like this. I mean, this is a car that doesn't have a

Ejaaz:
steering wheel, for goodness sake.

Ejaaz:
I would love to jump in that thing and see what this technology can do.

Ejaaz:
And it's well for a fraction of the cost.

Ejaaz:
I'm looking forward to these things kind of becoming way more prevalent in every

Ejaaz:
single state in the US, first at least.

Ejaaz:
But moving on, we have officially, folks,

Ejaaz:
reached peak AI bubble. We now have AI in your toothbrush.

Ejaaz:
James Dyson, founder of none other than Dyson itself, 79 years old,

Ejaaz:
had a keynote where he pitched his brand new product. It wasn't a GPU.

Ejaaz:
It wasn't a new data center. It wasn't even an AI model. It was a toothbrush

Ejaaz:
that has an AI powered camera jet and it only costs $500. But let me tell you why it does.

Ejaaz:
Now, the problem that people are trying to fix here is you brush your teeth,

Ejaaz:
people take around, whatever, 45 seconds, they should take two minutes,

Ejaaz:
but they don't. And then flossing, well, that's not even a thing.

Ejaaz:
Like a second thing to do after brushing your teeth, I'm not going to be doing that.

Ejaaz:
But what if you had a toothbrush with a camera and a jet inside of it that scans,

Ejaaz:
it takes around 500 pictures of your entire mouth whilst you're brushing your

Ejaaz:
teeth, identifies where the plaque is, and then shoots water whilst you're brushing your teeth

Ejaaz:
to clean the plaque away and save you the trips to the dentist for infinite amount of times.

Ejaaz:
I just think this is a crazy, crazy gizmo device. And the more I read about

Ejaaz:
it, the more I want to buy one.

Josh:
I am obsessed with this product. And that is by no means a recommendation to

Josh:
spend $500 on a toothbrush because that is insane.

Josh:
But I haven't seen this level of care and obsession over design since the old

Josh:
school Steve Jobs era. And that's what gets me really excited.

Josh:
There's an eight minute video online of James Dyson talking about this.

Josh:
James Dyson now is 79 years old.

Josh:
He is one of the most incredible designers alive right now. And he describes

Josh:
the kind of vitriol, the tribes and tribulations of what it takes to make the

Josh:
best toothbrush in the world.

Josh:
And he describes the sensors and the vacuum sealed chamber and how difficult

Josh:
it was to accomplish all these amazing things. And it's so overkill.

Josh:
Nobody needs this, but it is such a beautiful device. It is such a thoughtful

Josh:
device. It's really cool to see people who still care about the craft of industrial

Josh:
design, like James Dyson does.

Josh:
It's like whenever this guy stands on stage, I know whatever he's going to announce.

Josh:
He's spent years thinking about it. They've spent

Josh:
hundreds of millions of dollars researching this thing and they are going to

Josh:
produce the best of it in the world and that is what we got with this toothbrush

Josh:
so i mean i'm probably not going to spend 500 on a toothbrush but man it is

Josh:
so beautiful i just want to look at

Ejaaz:
It you and i both know you are going to spend 500 bucks and you also know that

Ejaaz:
i'm also going to spend 500 bucks on it so let's just kind of like put our hands up there i mean.

Josh:
Man if you're thinking of a christmas present for me i'm not going to say no

Ejaaz:
Okay okay i'll heavily consider it that's for sure um moving on last two things.

Josh:
Um tim cook good stuff dude

Ejaaz:
Tim cook the goat uh cp ceo former ceo of uh of apple has stepped down officially

Ejaaz:
uh this is not new news we announced this about a couple months ago whenever

Ejaaz:
the news broke uh but his successor john turnus who is

Ejaaz:
a hardware expert he's been at apple for around 27 years and he's been uh,

Ejaaz:
very uh present in the design and manufacturing of most of Apple's hardware

Ejaaz:
devices, including the iPad, the iWatch, and a number of the phone devices,

Ejaaz:
for the last 18 years at least, has officially taken the helm.

Ejaaz:
And he introduces himself in one single word, hello, which got around 85 million

Ejaaz:
views and impressions on X.

Josh:
Talk to me about this. There's New King in charge. He is coming in hot with

Josh:
the unveiling event next week.

Josh:
Next week, Wednesday, 1 p.m. Eastern Standard Time, is the new

Josh:
Apple hardware event where John turnis will come on stage reveal himself as

Josh:
new ceo and then share the new hardware that is going to be released we're expecting

Josh:
a foldable iphone which i'm very excited about a new 18 pro there's a whole

Josh:
bunch of stuff going on one of the things though that i saw that i was most excited about is

Josh:
iOS 27 has a handoff feature. Because one of the things that I've been deciding

Josh:
in my head, and I don't know about the toothbrush, but one thing I will be getting

Josh:
is both of these iPhones.

Josh:
And how do you decide between a foldable phone with two cameras or a professional

Josh:
phone with three cameras?

Josh:
You don't. You get both. And there is a new feature built into iOS 27 that allows

Josh:
you to seamlessly hand off your phone number between devices so you can dual-wheel

Josh:
devices on a singular plan.

Josh:
That is very exciting to me. Quick shout out to Tim Cook also.

Josh:
Like, oh my God, what an unbelievable run this man had.

Josh:
Just a really decent guy who took an impossible challenge of following off Steve

Josh:
Jobs and did a really remarkable job of stewarding the company over 15 years

Josh:
into what was just the most valuable company on earth.

Josh:
So I'm excited for this new era. I'm grateful for the previous one.

Josh:
And you know, hopefully we'll get some more hardware innovation.

Josh:
We'll get Apple intelligence. We'll get new hardware. We'll get the glasses

Josh:
we've always wanted. I'm excited for this new era of hardware at Apple.

Ejaaz:
So to summarize this week, We have around four to five new models.

Ejaaz:
A lot of them are cheap, but super, super intelligent.

Ejaaz:
We have a brand new world model. We have a new toothbrush, which costs around

Ejaaz:
500 bucks, which will solve all your dental problems.

Ejaaz:
And Josh is going to buy one, two, three, four, maybe five new devices in the

Ejaaz:
space of between now and the end of the year, which will maybe put him in bankruptcy.

Ejaaz:
We don't know, but he'll be able to switch between different phones.

Ejaaz:
Apple is going to release so much cool hardware.

Ejaaz:
OpenAI is still going to tease us continually for the foreseeable future until

Ejaaz:
they release this damn thing in 2027.

Ejaaz:
And I can't wait for any and all of it. If you have listened to this, this is the roundup.

Ejaaz:
You're done. You have caught up on anything and everything. And if you've missed

Ejaaz:
some of our earlier episodes this week, you should probably go check that out.

Ejaaz:
The Hugging Face incident was pretty insane. And we did an in-depth coverage

Ejaaz:
of that episode, within that episode, rather.

Ejaaz:
And if you haven't shared this with a friend yet, please do.

Ejaaz:
So if you aren't subscribed to us, if you haven't left us a comment,

Ejaaz:
we love hearing from you guys. please let us know.

Ejaaz:
Turn on notifications. It helps us out massively. And I, Josh, is there anything else?

Josh:
Can we take like a collective deep breath? We've made it through like,

Josh:
ah you have made it through the week the crazy week in which all these models

Josh:
have released all this stuff has happened you could go enjoy your weekend now

Josh:
enjoy go it's beautiful outside it's the end of summer fall is coming get some

Josh:
time touching grass and then right back in this seat next week lock in

Josh:
it's go time the train doesn't stop but for now it does you're fully caught

Josh:
up thank you so much for watching and yeah we'll see you guys in the next one