THIS WEEK IN AI: GPT Astra, OpenAI vs Cursor, The Truth About Data Centers

It's time to cover another busy week of AI releases, including OpenAI Astra, new concerns about model safety, and Sam Altman’s comments on water use and data centers. 

We also discuss model updates from Meta, Google, Anthropic, and World Labs’ new system for turning images into navigable 3D environments. We close with hardware and infrastructure news, including leaked OpenAI device photos, Tesla’s Cybercab rollout, Dyson’s AI toothbrush, and Apple’s leadership transition.

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TIMESTAMPS

0:00 GPT Astra Release
0:58 GPT-6 and Training Breakthrough
4:07 Cursor Breakup Drama
7:36 Meta and Google Models
10:00 World Models Unleashed
15:21 Anthropic’s New Upgrades
18:18 Weekly Model Rundown
19:15 OpenAI Device Mystery
23:51 Rogue Cybersecurity Model
25:47 Data Centers Bring Revenue
28:05 CyberCabs Hit Austin
30:38 Dyson’s AI Toothbrush
33:06 Apple’s New Hardware Era
35:05 Week in Review

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RESOURCES

Josh: https://x.com/JoshKale

Ejaaz: https://x.com/cryptopunk7213

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.

Creators and Guests

Host

Ejaaz Ahamadeen

Host

Josh Kale

What is Limitless: An AI Podcast?

Exploring the frontiers of Technology and AI

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