#246 - Gemini 3.5 + Omni, Musk Loses, OpenAI vs Erdős
May 25, 2026
Summary
Hosts Andrei Kerenkov and Jeremy Harris review Google I/O announcements, including Gemini 3.5, the agentic Spark assistant, and multimodal Omni models. They analyze the legal defeat of Elon Musk’s lawsuit against OpenAI and discuss Cursor’s new Composer 2.5 model. The episode also covers XAI’s struggles, its potential acquisition of Cursor, and the launch of the early-stage GrokBuild coding agent.
Topics discussed
Intro, housekeeping, and Notion sponsor segment
Google's Gemini 3.5, Omni models, and Genie 3 world simulation
Cursor 2.5, XAI's talent drain, and GrokBuild launch
Elon Musk vs. OpenAI lawsuit verdict and legal analysis
Anthropic/OpenAI valuations, IPOs, and Apple tensions
Cerebras IPO and AI infrastructure market dynamics
AI solving Erdos problem and negation learning failures
Circuit interpretability and NanoGPT speedrun benchmarks
AI cybersecurity risks and hacking capability doubling times
AI alignment, deepfake laws, and synthetic media trends
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