September 29, 2026
2026-09-29
https://www.youtube.com/watch?v=3JYTyPJ5Dlk

[0:18] We go live in 10.
[0:32] Every morning the future moves faster.
[0:37] Every morning the future moves faster. the models, the money, the power, and
[0:41] the models, the money, the power, and
[0:41] the models, the money, the power, and the people building what comes next.
[1:16] from Austin, Texas to the world.
[1:23] AI news, real context. This is the
[1:27] AI news, real context. This is the Austin Wilson show. I'm Austin Wilson,
[1:30] Austin Wilson show. I'm Austin Wilson,
[1:30] Austin Wilson show. I'm Austin Wilson, your human in the loop.
[1:41] Good morning and welcome to the Austin
[1:43] Good morning and welcome to the Austin Wilson show. I am your host Austin
[1:46] Wilson show. I am your host Austin
[1:46] Wilson show. I am your host Austin Wilson. Excited to jump into the latest
[1:49] Wilson. Excited to jump into the latest
[1:49] Wilson. Excited to jump into the latest stories in the AI world. We've got a
[1:53] stories in the AI world. We've got a
[1:53] stories in the AI world. We've got a couple interesting things to tackle
[1:55] couple interesting things to tackle
[1:55] couple interesting things to tackle today. So, we'll jump right into it. Uh
[1:57] today. So, we'll jump right into it. Uh
[1:57] today. So, we'll jump right into it. Uh first story coming out of uh Reuters via
[2:01] first story coming out of uh Reuters via
[2:01] first story coming out of uh Reuters via Yahoo Finance. Uh it looks like
[2:04] Yahoo Finance. Uh it looks like
[2:04] Yahoo Finance. Uh it looks like anthropic uh S1 documents regarding
[2:07] anthropic uh S1 documents regarding
[2:07] anthropic uh S1 documents regarding their um go public
[2:11] their um go public
[2:11] their um go public has been leaked. Um
[2:14] has been leaked. Um
[2:14] has been leaked. Um interesting findings within this report.
[2:16] interesting findings within this report.
[2:16] interesting findings within this report. Anthropic made $4.59 billion last year
[2:20] Anthropic made $4.59 billion last year
[2:20] Anthropic made $4.59 billion last year and uh key headline number is that
[2:24] and uh key headline number is that
[2:24] and uh key headline number is that they're targeting $58 billion in future
[2:27] they're targeting $58 billion in future
[2:27] they're targeting $58 billion in future cloud and compute bills uh which is more
[2:30] cloud and compute bills uh which is more
[2:30] cloud and compute bills uh which is more than 110 times uh its revenue from last
[2:34] than 110 times uh its revenue from last
[2:34] than 110 times uh its revenue from last year. Uh Reuters reports it's uh seen
[2:37] year. Uh Reuters reports it's uh seen
[2:37] year. Uh Reuters reports it's uh seen the non-public IPO perspectus. Uh 2025
[2:41] the non-public IPO perspectus. Uh 2025
[2:41] the non-public IPO perspectus. Uh 2025 revenue 4.59 billion up from 386 million
[2:45] revenue 4.59 billion up from 386 million
[2:45] revenue 4.59 billion up from 386 million in 2024. Uh they had an operating loss
[2:49] in 2024. Uh they had an operating loss
[2:49] in 2024. Uh they had an operating loss of $8.06 billion uh up from 2.98 billion
[2:53] of $8.06 billion uh up from 2.98 billion
[2:54] of $8.06 billion uh up from 2.98 billion in 2024.
[2:57] in 2024.
[2:57] in 2024. uh very interesting to see what's coming
[2:59] uh very interesting to see what's coming
[2:59] uh very interesting to see what's coming out of uh this S1 and especially as we
[3:03] out of uh this S1 and especially as we
[3:03] out of uh this S1 and especially as we eye a um an IPO before the end of the
[3:06] eye a um an IPO before the end of the
[3:06] eye a um an IPO before the end of the year will be interesting to see uh where
[3:09] year will be interesting to see uh where
[3:09] year will be interesting to see uh where that comes out and how anthropic lands.
[3:12] that comes out and how anthropic lands.
[3:12] that comes out and how anthropic lands. Uh really interesting point. Uh they
[3:15] Uh really interesting point. Uh they
[3:15] Uh really interesting point. Uh they they make a claim within the filing that
[3:19] they make a claim within the filing that
[3:19] they make a claim within the filing that uh AI will reshape the economy more than
[3:22] uh AI will reshape the economy more than
[3:22] uh AI will reshape the economy more than industrialization,
[3:24] industrialization,
[3:24] industrialization, electricity or the internet. Um but they
[3:27] electricity or the internet. Um but they
[3:27] electricity or the internet. Um but they also warn of uh AI being an existential
[3:30] also warn of uh AI being an existential
[3:30] also warn of uh AI being an existential risk to humanity, which is a pretty
[3:34] risk to humanity, which is a pretty
[3:34] risk to humanity, which is a pretty interesting
[3:35] interesting
[3:35] interesting uh comment to make in in your own uh S1
[3:39] uh comment to make in in your own uh S1
[3:39] uh comment to make in in your own uh S1 filing.
[3:41] filing.
[3:41] filing. Uh revenue is up 12x
[3:44] Uh revenue is up 12x
[3:44] Uh revenue is up 12x uh year-over-year. Compute spend up
[3:46] uh year-over-year. Compute spend up
[3:46] uh year-over-year. Compute spend up about 190%. Uh these are 2024 to 2025
[3:51] about 190%. Uh these are 2024 to 2025
[3:51] about 190%. Uh these are 2024 to 2025 numbers. I we don't we don't have the
[3:52] numbers. I we don't we don't have the
[3:52] numbers. I we don't we don't have the 2026 numbers yet, but uh if that ends up
[3:55] 2026 numbers yet, but uh if that ends up
[3:55] 2026 numbers yet, but uh if that ends up tracking uh it it it could be pretty ind
[3:59] tracking uh it it it could be pretty ind
[3:59] tracking uh it it it could be pretty ind uh indicative of uh a substantial
[4:02] uh indicative of uh a substantial
[4:02] uh indicative of uh a substantial increase this year as well. Um now
[4:07] increase this year as well. Um now
[4:07] increase this year as well. Um now beyond that we you know what does this
[4:09] beyond that we you know what does this
[4:10] beyond that we you know what does this mean for the average person? What does
[4:12] mean for the average person? What does
[4:12] mean for the average person? What does this mean for uh the economy AI industry
[4:16] this mean for uh the economy AI industry
[4:16] this mean for uh the economy AI industry moving forward? There's a lot writing on
[4:19] moving forward? There's a lot writing on
[4:19] moving forward? There's a lot writing on the anthropic IPO and um uh not only are
[4:24] the anthropic IPO and um uh not only are
[4:24] the anthropic IPO and um uh not only are there uh a lot of anthropic employees
[4:27] there uh a lot of anthropic employees
[4:27] there uh a lot of anthropic employees and investors that are excited about uh
[4:30] and investors that are excited about uh
[4:30] and investors that are excited about uh an IPO and a liquidation event, but um
[4:33] an IPO and a liquidation event, but um
[4:33] an IPO and a liquidation event, but um much of the economy is relying on uh a
[4:36] much of the economy is relying on uh a
[4:36] much of the economy is relying on uh a liquidation event and and um seeing
[4:40] liquidation event and and um seeing
[4:40] liquidation event and and um seeing Anthropic go public and um uh create
[4:45] Anthropic go public and um uh create
[4:45] Anthropic go public and um uh create that new um uh you know opening up new
[4:50] that new um uh you know opening up new
[4:50] that new um uh you know opening up new revenue streams is is going to be really
[4:51] revenue streams is is going to be really
[4:52] revenue streams is is going to be really important. Now, I I think the
[4:54] important. Now, I I think the
[4:54] important. Now, I I think the interesting thing is that the headline
[4:55] interesting thing is that the headline
[4:55] interesting thing is that the headline number of the $518 billion, half a
[4:59] number of the $518 billion, half a
[4:59] number of the $518 billion, half a trillion dollar uh in investment in
[5:01] trillion dollar uh in investment in
[5:01] trillion dollar uh in investment in compute um uh moving into the future.
[5:05] compute um uh moving into the future.
[5:05] compute um uh moving into the future. And so you know something that um that's
[5:09] And so you know something that um that's
[5:09] And so you know something that um that's going to have a huge impact on of course
[5:11] going to have a huge impact on of course
[5:11] going to have a huge impact on of course but uh also looking at investments from
[5:15] but uh also looking at investments from
[5:15] but uh also looking at investments from Nvidia and and others uh leading the
[5:17] Nvidia and and others uh leading the
[5:18] Nvidia and and others uh leading the space um that that's quite a lot of
[5:21] space um that that's quite a lot of
[5:21] space um that that's quite a lot of money and uh seeing that pour into the
[5:23] money and uh seeing that pour into the
[5:23] money and uh seeing that pour into the US economy uh is going to be substantial
[5:27] US economy uh is going to be substantial
[5:27] US economy uh is going to be substantial for um not only anthropic but also for
[5:31] for um not only anthropic but also for
[5:31] for um not only anthropic but also for the for the broader economy which is
[5:32] the for the broader economy which is
[5:32] the for the broader economy which is great to see.
[5:34] great to see.
[5:34] great to see. Now, um, you know, beyond that, we can't
[5:39] Now, um, you know, beyond that, we can't
[5:39] Now, um, you know, beyond that, we can't help but talk about the elephant in the
[5:41] help but talk about the elephant in the
[5:41] help but talk about the elephant in the room, which is, um, anthropics
[5:44] room, which is, um, anthropics
[5:44] room, which is, um, anthropics persistent.
[5:46] persistent.
[5:46] persistent. Uh, I I saw somebody reference it as it
[5:48] Uh, I I saw somebody reference it as it
[5:48] Uh, I I saw somebody reference it as it it feels like schizophrenic, where um,
[5:51] it feels like schizophrenic, where um,
[5:51] it feels like schizophrenic, where um, Daario comes out and says, "We need to
[5:53] Daario comes out and says, "We need to
[5:53] Daario comes out and says, "We need to pace the frontier.
[5:55] pace the frontier.
[5:55] pace the frontier. Um, we have to be really cautious with
[5:57] Um, we have to be really cautious with
[5:58] Um, we have to be really cautious with these uh, tools. the AI technology is
[6:01] these uh, tools. the AI technology is
[6:01] these uh, tools. the AI technology is extremely dangerous and powerful and yet
[6:03] extremely dangerous and powerful and yet
[6:04] extremely dangerous and powerful and yet at the same time they are an AI company
[6:06] at the same time they are an AI company
[6:06] at the same time they are an AI company and they continue to produce uh new
[6:09] and they continue to produce uh new
[6:09] and they continue to produce uh new models and launch these models and
[6:12] models and launch these models and
[6:12] models and launch these models and continue to train the models and
[6:14] continue to train the models and
[6:14] continue to train the models and continue to test agents. So it's it's
[6:17] continue to test agents. So it's it's
[6:17] continue to test agents. So it's it's really interesting to see uh across the
[6:20] really interesting to see uh across the
[6:20] really interesting to see uh across the board, you know, how do we uh kind of
[6:24] board, you know, how do we uh kind of
[6:24] board, you know, how do we uh kind of reconcile speaking out of maybe both
[6:27] reconcile speaking out of maybe both
[6:27] reconcile speaking out of maybe both sides of the their mouth where it's um
[6:31] sides of the their mouth where it's um
[6:31] sides of the their mouth where it's um you know, hey, this technology is going
[6:33] you know, hey, this technology is going
[6:33] you know, hey, this technology is going to change the world. It's the most
[6:35] to change the world. It's the most
[6:35] to change the world. It's the most amazing thing, but also
[6:38] amazing thing, but also
[6:38] amazing thing, but also there's a chance that it ends humanity.
[6:41] there's a chance that it ends humanity.
[6:42] there's a chance that it ends humanity. Uh it's a pretty interesting commentary,
[6:44] Uh it's a pretty interesting commentary,
[6:44] Uh it's a pretty interesting commentary, I think. Um it'll be interesting to look
[6:47] I think. Um it'll be interesting to look
[6:47] I think. Um it'll be interesting to look back on this years in the future and see
[6:50] back on this years in the future and see
[6:50] back on this years in the future and see um
[6:53] um
[6:53] um you know how that actually plays out.
[6:54] you know how that actually plays out.
[6:54] you know how that actually plays out. There's a lot of conspiracy theories
[6:56] There's a lot of conspiracy theories
[6:56] There's a lot of conspiracy theories going on right now I think that are
[6:58] going on right now I think that are
[6:58] going on right now I think that are probably
[6:59] probably
[7:00] probably um you know don't really hold much water
[7:02] um you know don't really hold much water
[7:02] um you know don't really hold much water but it'll be interesting to see um you
[7:06] but it'll be interesting to see um you
[7:06] but it'll be interesting to see um you know where where all of this lands in
[7:09] know where where all of this lands in
[7:09] know where where all of this lands in you know 5 to 10 years
[7:12] you know 5 to 10 years
[7:12] you know 5 to 10 years as long as we're still around. That is
[7:15] as long as we're still around. That is
[7:15] as long as we're still around. That is uh okay moving on uh to our next story
[7:19] uh okay moving on uh to our next story
[7:19] uh okay moving on uh to our next story uh
[7:20] uh
[7:20] uh right in line with uh kind of what we're
[7:23] right in line with uh kind of what we're
[7:23] right in line with uh kind of what we're seeing here. Open AAI uh benches benches
[7:26] seeing here. Open AAI uh benches benches
[7:26] seeing here. Open AAI uh benches benches its uh own next model. So, this is the
[7:30] its uh own next model. So, this is the
[7:30] its uh own next model. So, this is the GPT uh 6.1 Astra. Uh the safety head at
[7:35] GPT uh 6.1 Astra. Uh the safety head at
[7:35] GPT uh 6.1 Astra. Uh the safety head at OpenAI uh said it didn't quite meet the
[7:37] OpenAI uh said it didn't quite meet the
[7:37] OpenAI uh said it didn't quite meet the bar in terms of staying within scope and
[7:39] bar in terms of staying within scope and
[7:39] bar in terms of staying within scope and authorization and how it communicates
[7:41] authorization and how it communicates
[7:42] authorization and how it communicates back to the user. Uh this is kind of
[7:45] back to the user. Uh this is kind of
[7:45] back to the user. Uh this is kind of interesting. I think
[7:47] interesting. I think
[7:47] interesting. I think uh OpenAI had a report uh on September
[7:50] uh OpenAI had a report uh on September
[7:50] uh OpenAI had a report uh on September 25th covering another safety incident
[7:54] 25th covering another safety incident
[7:54] 25th covering another safety incident and uh I we're seeing some interesting
[7:58] and uh I we're seeing some interesting
[7:58] and uh I we're seeing some interesting um
[8:00] um
[8:00] um uh advancements I think in the security
[8:03] uh advancements I think in the security
[8:03] uh advancements I think in the security in terms of how we're protecting against
[8:05] in terms of how we're protecting against
[8:05] in terms of how we're protecting against rogue agents and in light of the hugging
[8:08] rogue agents and in light of the hugging
[8:08] rogue agents and in light of the hugging face incident uh earlier this summer. Um
[8:11] face incident uh earlier this summer. Um
[8:11] face incident uh earlier this summer. Um it's pretty interesting to see um how
[8:15] it's pretty interesting to see um how
[8:15] it's pretty interesting to see um how the the guard rails and the safety is uh
[8:19] the the guard rails and the safety is uh
[8:19] the the guard rails and the safety is uh improving. The uh reported incident um
[8:24] improving. The uh reported incident um
[8:24] improving. The uh reported incident um on I think the incident occurred on
[8:26] on I think the incident occurred on
[8:26] on I think the incident occurred on September 20th. It was reported on
[8:27] September 20th. It was reported on
[8:27] September 20th. It was reported on September 25th. Um uh some agents went
[8:31] September 25th. Um uh some agents went
[8:31] September 25th. Um uh some agents went rogue in a in a test. They um um broke
[8:36] rogue in a in a test. They um um broke
[8:36] rogue in a in a test. They um um broke out of their sandbox. This isn't really
[8:38] out of their sandbox. This isn't really
[8:38] out of their sandbox. This isn't really anything new, but the monitoring caught
[8:41] anything new, but the monitoring caught
[8:41] anything new, but the monitoring caught this within 12 1/2 minutes, I think. Um,
[8:45] this within 12 1/2 minutes, I think. Um,
[8:45] this within 12 1/2 minutes, I think. Um, somewhere in that ballpark. And then um
[8:47] somewhere in that ballpark. And then um
[8:47] somewhere in that ballpark. And then um uh the the researchers were able to stop
[8:49] uh the the researchers were able to stop
[8:49] uh the the researchers were able to stop it within uh somewhere around 2 hours.
[8:52] it within uh somewhere around 2 hours.
[8:52] it within uh somewhere around 2 hours. Um so obviously we would love to get
[8:54] Um so obviously we would love to get
[8:54] Um so obviously we would love to get that um you know u time to react down
[8:59] that um you know u time to react down
[8:59] that um you know u time to react down quite a bit but um good to see that
[9:02] quite a bit but um good to see that
[9:02] quite a bit but um good to see that we're catching these things and and as
[9:06] we're catching these things and and as
[9:06] we're catching these things and and as these you know frontier companies push
[9:09] these you know frontier companies push
[9:09] these you know frontier companies push the envelope uh it's good to see that
[9:12] the envelope uh it's good to see that
[9:12] the envelope uh it's good to see that the the safety is keeping up with it uh
[9:16] the the safety is keeping up with it uh
[9:16] the the safety is keeping up with it uh which is really interesting. So um this
[9:19] which is really interesting. So um this
[9:19] which is really interesting. So um this isn't completely unprecedented. We saw
[9:21] isn't completely unprecedented. We saw
[9:21] isn't completely unprecedented. We saw this with uh Fable and um the the
[9:24] this with uh Fable and um the the
[9:24] this with uh Fable and um the the earlier GPT uh 5.6 Soul launch um in
[9:30] earlier GPT uh 5.6 Soul launch um in
[9:30] earlier GPT uh 5.6 Soul launch um in kind of May June time frame. Uh they
[9:34] kind of May June time frame. Uh they
[9:34] kind of May June time frame. Uh they they paused the releases uh the Fable
[9:37] they paused the releases uh the Fable
[9:37] they paused the releases uh the Fable Mythos release got pulled back. Uh so
[9:40] Mythos release got pulled back. Uh so
[9:40] Mythos release got pulled back. Uh so it's it's not unheard of. Um I think
[9:43] it's it's not unheard of. Um I think
[9:43] it's it's not unheard of. Um I think interesting headline here is that uh the
[9:48] interesting headline here is that uh the
[9:48] interesting headline here is that uh the GPT 6.1 Astra carried out simulated
[9:51] GPT 6.1 Astra carried out simulated
[9:52] GPT 6.1 Astra carried out simulated supply chain attacks in 29.2% of the
[9:55] supply chain attacks in 29.2% of the
[9:55] supply chain attacks in 29.2% of the runs uh versus 6.3%
[9:58] runs uh versus 6.3%
[9:58] runs uh versus 6.3% for GPT56 soul and 0% for GPT55.
[10:03] for GPT56 soul and 0% for GPT55.
[10:03] for GPT56 soul and 0% for GPT55. So it looks like um and and and now in a
[10:06] So it looks like um and and and now in a
[10:06] So it looks like um and and and now in a lot of these it says classifiers were
[10:08] lot of these it says classifiers were
[10:08] lot of these it says classifiers were turned off which I think means that they
[10:11] turned off which I think means that they
[10:11] turned off which I think means that they you know basically were pulling guard
[10:14] you know basically were pulling guard
[10:14] you know basically were pulling guard rails to see what the the capabilities
[10:16] rails to see what the the capabilities
[10:16] rails to see what the the capabilities were of of the model. Um but it's
[10:20] were of of the model. Um but it's
[10:20] were of of the model. Um but it's something to to be aware of. Uh and glad
[10:23] something to to be aware of. Uh and glad
[10:23] something to to be aware of. Uh and glad to see that Open AI is
[10:26] to see that Open AI is
[10:26] to see that Open AI is um kind of taking some responsibility. I
[10:29] um kind of taking some responsibility. I
[10:29] um kind of taking some responsibility. I think you know that that actually might
[10:32] think you know that that actually might
[10:32] think you know that that actually might support some of the anthropic uh IPO if
[10:35] support some of the anthropic uh IPO if
[10:35] support some of the anthropic uh IPO if anthropic comes out with some um you
[10:38] anthropic comes out with some um you
[10:38] anthropic comes out with some um you know d-risk moving forward. I think all
[10:40] know d-risk moving forward. I think all
[10:40] know d-risk moving forward. I think all in all though this is uh you know we saw
[10:43] in all though this is uh you know we saw
[10:43] in all though this is uh you know we saw a a paper come out yesterday or a blog
[10:46] a a paper come out yesterday or a blog
[10:46] a a paper come out yesterday or a blog post from Nvidia about uh their safety
[10:49] post from Nvidia about uh their safety
[10:50] post from Nvidia about uh their safety guard rails and this idea around um you
[10:53] guard rails and this idea around um you
[10:53] guard rails and this idea around um you know how we can create the
[10:54] know how we can create the
[10:54] know how we can create the infrastructure to make AI safe and still
[10:57] infrastructure to make AI safe and still
[10:57] infrastructure to make AI safe and still be able to move extremely fast uh which
[11:00] be able to move extremely fast uh which
[11:00] be able to move extremely fast uh which is I think fun and and exciting for all
[11:02] is I think fun and and exciting for all
[11:02] is I think fun and and exciting for all of us. And then moving on, our final
[11:05] of us. And then moving on, our final
[11:05] of us. And then moving on, our final story this this morning, um big
[11:07] story this this morning, um big
[11:08] story this this morning, um big congratulations to Fee Lee's World Labs
[11:11] congratulations to Fee Lee's World Labs
[11:11] congratulations to Fee Lee's World Labs and uh the reported acquisition by AMD.
[11:14] and uh the reported acquisition by AMD.
[11:14] and uh the reported acquisition by AMD. I believe this is confirmed. Um the
[11:17] I believe this is confirmed. Um the
[11:17] I believe this is confirmed. Um the quote unquote godmother of AI now works
[11:20] quote unquote godmother of AI now works
[11:20] quote unquote godmother of AI now works for a chipmaker. Uh AMD announced uh
[11:24] for a chipmaker. Uh AMD announced uh
[11:24] for a chipmaker. Uh AMD announced uh yesterday uh a definitive agreement to
[11:26] yesterday uh a definitive agreement to
[11:26] yesterday uh a definitive agreement to buy World Labs in an all stock deal
[11:29] buy World Labs in an all stock deal
[11:29] buy World Labs in an all stock deal worth about $8.2 2 billion expected to
[11:32] worth about $8.2 2 billion expected to
[11:32] worth about $8.2 2 billion expected to close by end of 2026.
[11:34] close by end of 2026.
[11:34] close by end of 2026. Uh World Labs builds spatial
[11:37] Uh World Labs builds spatial
[11:37] Uh World Labs builds spatial intelligence world models that generate
[11:39] intelligence world models that generate
[11:39] intelligence world models that generate interactive 3D environments. Uh its
[11:42] interactive 3D environments. Uh its
[11:42] interactive 3D environments. Uh its first product is called Marble and Fiery
[11:45] first product is called Marble and Fiery
[11:45] first product is called Marble and Fiery Lee becomes uh AMD executive vice
[11:48] Lee becomes uh AMD executive vice
[11:48] Lee becomes uh AMD executive vice president and chief scientist uh
[11:51] president and chief scientist uh
[11:51] president and chief scientist uh reporting directly to Lisa Sue. Um, you
[11:55] reporting directly to Lisa Sue. Um, you
[11:55] reporting directly to Lisa Sue. Um, you know, I think this is a really exciting
[11:59] know, I think this is a really exciting
[11:59] know, I think this is a really exciting uh, obviously we love to see
[12:01] uh, obviously we love to see
[12:01] uh, obviously we love to see acquisitions. We'd love to see people in
[12:04] acquisitions. We'd love to see people in
[12:04] acquisitions. We'd love to see people in the AI space winning. This is a really
[12:06] the AI space winning. This is a really
[12:06] the AI space winning. This is a really exciting uh, development that
[12:10] exciting uh, development that
[12:10] exciting uh, development that um, you know, congratulations to Fe Lee
[12:13] um, you know, congratulations to Fe Lee
[12:13] um, you know, congratulations to Fe Lee and to the team over there. And um and
[12:16] and to the team over there. And um and
[12:16] and to the team over there. And um and then it's just I I I think the world and
[12:19] then it's just I I I think the world and
[12:19] then it's just I I I think the world and spatial models are
[12:23] spatial models are
[12:23] spatial models are going to have their their day in the
[12:25] going to have their their day in the
[12:25] going to have their their day in the sun. Um
[12:27] sun. Um
[12:27] sun. Um we haven't seen a lot of this yet. I
[12:29] we haven't seen a lot of this yet. I
[12:29] we haven't seen a lot of this yet. I think um seeing
[12:34] you know I don't know what you you would
[12:35] you know I don't know what you you would call them maybe tangential models or um
[12:39] call them maybe tangential models or um
[12:39] call them maybe tangential models or um you know we've seen obviously a lot of
[12:41] you know we've seen obviously a lot of
[12:41] you know we've seen obviously a lot of the models coming out of China. Um and
[12:46] the models coming out of China. Um and
[12:46] the models coming out of China. Um and um all of these are LLMs, right? Um so
[12:51] um all of these are LLMs, right? Um so
[12:51] um all of these are LLMs, right? Um so large language models and that's kind of
[12:52] large language models and that's kind of
[12:52] large language models and that's kind of been the the big breakthrough uh the
[12:55] been the the big breakthrough uh the
[12:55] been the the big breakthrough uh the chat GPT moment in 2022 and since then
[12:57] chat GPT moment in 2022 and since then
[12:57] chat GPT moment in 2022 and since then it's been you know how do we scale uh
[13:00] it's been you know how do we scale uh
[13:00] it's been you know how do we scale uh these models and um how do we make them
[13:03] these models and um how do we make them
[13:03] these models and um how do we make them faster? How do we make them more
[13:04] faster? How do we make them more
[13:04] faster? How do we make them more efficient? How do we make them more
[13:06] efficient? How do we make them more
[13:06] efficient? How do we make them more intelligent? And there's uh a few labs
[13:09] intelligent? And there's uh a few labs
[13:09] intelligent? And there's uh a few labs or frontier companies that are working
[13:11] or frontier companies that are working
[13:12] or frontier companies that are working on uh different versions of these these
[13:15] on uh different versions of these these
[13:15] on uh different versions of these these types of models. And so I think when we
[13:17] types of models. And so I think when we
[13:17] types of models. And so I think when we see um um you know Typesafe last week
[13:21] see um um you know Typesafe last week
[13:22] see um um you know Typesafe last week and and the release of Jev uh is an
[13:25] and and the release of Jev uh is an
[13:25] and and the release of Jev uh is an interesting moment where we see a
[13:26] interesting moment where we see a
[13:26] interesting moment where we see a different take on uh LLMs and um how
[13:31] different take on uh LLMs and um how
[13:31] different take on uh LLMs and um how they can uh kind of just a different
[13:34] they can uh kind of just a different
[13:34] they can uh kind of just a different angle which I think really opens things
[13:36] angle which I think really opens things
[13:36] angle which I think really opens things up versus kind of this incremental
[13:39] up versus kind of this incremental
[13:39] up versus kind of this incremental improvement and and um growth that we
[13:42] improvement and and um growth that we
[13:42] improvement and and um growth that we see uh from the LLM labs or the
[13:45] see uh from the LLM labs or the
[13:45] see uh from the LLM labs or the traditional large language model labs.
[13:47] traditional large language model labs.
[13:47] traditional large language model labs. Uh you you kind of see a step function
[13:49] Uh you you kind of see a step function
[13:49] Uh you you kind of see a step function uh order magnitude leap ahead when we
[13:52] uh order magnitude leap ahead when we
[13:52] uh order magnitude leap ahead when we have these uh you know these world
[13:55] have these uh you know these world
[13:55] have these uh you know these world models. Thinking machines I think is
[13:57] models. Thinking machines I think is
[13:57] models. Thinking machines I think is working on similar stuff. Um type safe
[14:01] working on similar stuff. Um type safe
[14:01] working on similar stuff. Um type safe obviously with Jeff is really
[14:02] obviously with Jeff is really
[14:02] obviously with Jeff is really interesting. So, uh, big congrats to AMD
[14:05] interesting. So, uh, big congrats to AMD
[14:05] interesting. So, uh, big congrats to AMD and to, uh, World Labs and Feay Lee and,
[14:11] and to, uh, World Labs and Feay Lee and,
[14:11] and to, uh, World Labs and Feay Lee and, uh, you know, what an exciting time to
[14:13] uh, you know, what an exciting time to
[14:14] uh, you know, what an exciting time to be in,
[14:16] be in,
[14:16] be in, uh,
[14:18] uh,
[14:18] uh, AI. And thank you so much for joining
[14:21] AI. And thank you so much for joining
[14:21] AI. And thank you so much for joining me, the Austin Wilson Show. We're
[14:23] me, the Austin Wilson Show. We're
[14:23] me, the Austin Wilson Show. We're excited to continue to bring you uh
[14:26] excited to continue to bring you uh
[14:26] excited to continue to bring you uh daily news in AI and uh hopefully help
[14:30] daily news in AI and uh hopefully help
[14:30] daily news in AI and uh hopefully help make it make sense and um apply to your
[14:35] make it make sense and um apply to your
[14:35] make it make sense and um apply to your everyday life because AI is awesome. My
[14:38] everyday life because AI is awesome. My
[14:38] everyday life because AI is awesome. My name is Austin Wilson. Thanks for tuning
[14:40] name is Austin Wilson. Thanks for tuning
[14:40] name is Austin Wilson. Thanks for tuning in.