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LWiAI Podcast #246 - Gemini 3.5 + Omni, Musk Loses, OpenAI vs Erdős

May 26, 2026

Summary

Hosts Andrei Kerenkov and Jeremy Harris analyze Google I/O announcements, including Gemini 3.5, the agentic Spark assistant, and multimodal Omni models. They discuss the conclusion of the OpenAI antitrust trial, where Musk’s defense failed, and OpenAI’s breakthroughs in mathematical reasoning. The episode also covers Cursor’s new Composer 2.5, rumors of an XAI acquisition, and XAI’s struggling launch of the GrokBuild coding agent amidst significant talent loss.

Topics discussed

Intro and episode overview Google I/O: Gemini 2.0, Spark, and MCP Gemini Omni and video generation capabilities Google Cloud Code, Cursor, and self-improvement Google's AI tools for scientific research Genie 3 world models and Waymo simulation XAI, Cursor, and the Colossus cluster Elon Musk vs. OpenAI lawsuit verdict Anthropic valuation and profitability Andrej Karpathy joins Anthropic OpenAI product unification and Apple tensions Cerebras IPO and AI bubble discussion AI in mathematics and negation neglect Mechanistic interpretability and NanoGPT speedrun Claude vs. Codex and terminal agent benchmarks Deepfake laws and AI self-replication risks Cybersecurity doubling times and alignment Synthetic media, AI dramas, and outro
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