The Week AI Grew Up
Summary
This weekly recap explores the theme of AI "growing up," highlighting a demand crunch that is shifting business models toward usage-based pricing and driving massive cloud revenue growth. The episode covers Anthropic’s valuation surge, the Microsoft-OpenAI deal update, and government restrictions on AI deployment. It also reviews new harnesses like Codex and Cursor, while debunking fears of a permanent underclass and explaining OpenAI’s quirky "goblin" model artifact.
Topics discussed
Intro, sponsors, and new weekly recap format
Theme: The week AI grew up and MS Paint trend
Demand crunch, token scarcity, and business model shifts
Big Tech earnings, Google Cloud growth, and Anthropic valuation
Microsoft and OpenAI deal update
White House restricts Anthropic's government access
KPMG study on effective AI usage in workplaces
Sponsors: Granola, Robots and Pencils, and Section
Product maturity: Codex updates and harness evolution
Critique of Silicon Valley's view on AI and underclass
Recommendations: Try Codex and Cursor
The story of OpenAI's goblin obsession and conclusion
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