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This Week in AI: Daily Summaries Delivered
by Jason Calacanis
An experts-only AI podcast: Think the 'All In' podcast for AI. Jason + 3 CEO-level experts breaking down the news & trends.
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- 3 days ago1h 13m
The biggest AI threat still comes from humans | E31
This Week In Startups is made possible by:PayPal: paypal.launch.coToday’s show:Dario Amodei and Sam Altman are apparently scared of AI models going rogue. Swarms of agents spontaneously deciding to copy themselves over to thousands of computer systems and plot world domination.Our panelists this week — Kevin Mandia (Armadin) and Soups Ranjan (Sardine AI) — investigate real AI-based attacks every single day, and they suggest we’re hyping the wrong concerns. The actual danger isn’t coming from an AI system that turns hostile. It’s human beings, like criminals, using AI to drain your bank account.Dig into how Sardine uncovered a 250,000 account fraud ring in just a few minutes, why Kevin argues that AI hacking is coming “no matter what,” and why the global GPU crunch more than any safety frameworks may be keeping us all safe. For now.Guests:Soups Ranjan on X: https://x.com/soupsranjan Sardine AI: https://www.sardine.ai/Kevin Mandia on LinkedIn: https://www.linkedin.com/in/kevin-mandia-0a07173/ Armadin: https://www.armadin.com/Relevant Links:"We Must Pace the Frontier" — Dario Amodei's Sept 12 essayAxios: Anthropic and OpenAI CEOs call for a slowdownTrump and the White House push backForbes: what the essay actually proposes2026 OpenAI agent cyberattacksGLM-5.3 — Z.ai's open-weight modelHermes Agent — the agent framework Ranjan runs in a local harnessTimestamps:0:00 Dario Amodei's "We Must Pace the Frontier" essay1:51 Kevin Mandia: how scared should we be of agentic attack swarms?6:53 Rogue agents vs. humans pointing AI at a target9:52 250,000 fraudulent account signups in two days16:59 Sam Altman's two ways AI fails19:41 Open-weight models are catching up21:39 Why proprietary data is the new moat27:51 Mixing frontier models with open models35:37 Bloomberg: Chinese hackers lean on DeepSeek because it's cheap37:05 How much in-house expertise it takes to use AI well42:56 Armadin's Palo Alto office and the Palantir playbook1:02:54 AI and jobs: normal churn or something bigger?1:07:19 What founders are actually saying in the group chats1:08:49 Every meeting recorded, every meeting summarizedSubscribe to TWiAI on Substack: https://thisweekinai.aiFollow Lon:X: https://x.com/lonsFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:Check out all our partner offers: https://partners.launch.co/Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman,<a href="https://podcasts.apple.com/ca/podcast/snowflake-ceo-frank-slootman-on-moving-the-needle-win/id315114957?i=100060
- 1 weeks ago1h 20m
OpenAI's chief scientist wants to slow down | E30
This Week In Startups is made possible by:PayPal - Pay zero processing fees on your first $100K in eligible PayPal payment volume. Learn more at paypal.launch.coToday’s show:OpenAI's chief scientist wrote a lengthy manifesto arguing that no lab has solved alignment, mere days after GPT-6 Astra shipped. Jason and Lon are joined by Tudor Achim of Harmonic, Alex Elias of Qloo, and Ahmed Ahres of Reactor to figure out if that's genuine alarm being expressed or just another pre-IPO sales pitch and play for regulatory capture.Plus news broke while we were recording! OpenAI is claiming to have solved a second Millennium Prize problem, after a 25-year-plus weight. AND, who is paying influencers to tell you AI is wonderful/harmful? And why?Guests:Tudor Achim on X: https://x.com/tachimHarmonic: https://harmonic.fun/Alex Elias on X: https://x.com/apeQloo: https://www.qloo.com/Ahmed Ahres on X: https://x.com/BoudatwReactor: https://reactor.inc/Relevant Links:Jakub Pachocki, "An Alien Mind" — https://openai.com/index/an-alien-mind/GPT-6 Astra — https://fortune.com/2026/09/03/openai-debuts-gpt-6-astra-computer-use-greg-brockman-says-start-of-agi/OpenAI: "On the Navier–Stokes Millennium Prize Problem" — https://openai.com/index/navier-stokes-solution/ControlAI — the nonprofit that sponsored the SciShow episode — https://controlai.org/New York Times (Eli Tan), "Corporate America Is Getting Hooked on Open-Source A.I." — https://www.nytimes.com/2026/09/04/technology/open-source-ai-companies.htmlArtificial trailer and the cast → https://variety.com/2026/film/news/artificial-trailer-andrew-garfield-openai-biopic-1236802616/Timestamps:0:00 "An Alien Mind"3:08 AI psychosis, marketing, or half a mile ahead on the racetrack?12:52 The Manhattan Project analogy15:20 Tudor: if it's really that dangerous, the answer is nationalization17:02 Regulatory capture: Bill Gurley at All-In, Sacks, and who can afford to be regulated20:37 The influencer propaganda tape23:22 BREAKING: OpenAI solves the Navier-Stokes Millennium Prize problem28:53 The Hank Green / SciShow video sponsored by ControlAI32:11 Fogging and flooding46:47 UBS will require AI skills from its 2027 graduate56:41 How LAUNCH hired its associates-in-training57:18 NYT: Corporate America is getting hooked on open-source AI1:04:16 Alex on Qloo's shift from NYT film critics on payroll to small specialized models1:09:35 First look: the "Artificial" teaser trailer1:14:34 Sam Altman's bunker, Peter Thiel, and casting rundownSubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisCheck out all our partner offers: https://partners.launch.co/Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta,<
- 2 weeks ago1h 30m
The real danger is the gap BETWEEN two robots | E29
This Week In Startups is made possible by:PaypalToday’s show:Anthropic gave AI agents hands, allowing them to control real-world equipment like robots and microscopes… but is it safe to give autonomous agents their own lasers? Gatik’s Gautam Narang says the real danger isn’t one machine like this going rogue, it’s the exploit surface hiding in the gaps between the machines.Plus, in a huge week for AI news… OpenClaw shipped its biggest release ever. AND the entire industry debated whether or not agents are forming “civilizations.”On TWiAI Ep 29, our expert panel — including Gautam (Gatik), Russ d’Sa (LiveKit), and Billy Kraft (Path) — explores the world of “multiplayer agents,” and Jason suggests the one killer feature that would make any new agentic app the market leader. PLUS Perplexity’s new “Hybrid Compute” just for Macs, some advice for Apple’s new CEO John Ternus, the value of “AI Detectors” like Pangram, and Jason’s complete guide to tipping and over-tipping.Guests:Gautam Narang on X: https://x.com/gautam_narang?lang=enGatik: https://www.gatik.ai/Russ d’Sa on X: https://x.com/dsaLiveKit: https://livekit.com/Billy Kraft on X: https://x.com/billykraftPath: https://path.dev/Relevant Links:OpenClaw 2.0 - https://openclaw.ai/blog/openclaw-2-accidentallyGrok Bot — https://grok.comBuzz — https://buzz.buildPerplexity Hybrid Compute — https://www.perplexity.ai/hub/blog/introducing-hybrid-compute-on-macJohn Ternus — https://www.apple.com/leadership/john-ternus/OpenAI's Mac mini / Mac Studio buying spree https://the-decoder.com/openai-and-rival-ai-labs-are-buying-tens-of-thousands-of-mac-minis-to-train-computer-use-agents/Waymo hits a child — https://www.cnbc.com/2026/01/29/waymo-nhtsa-crash-child-school.htmlTimestamps:2:58 OpenClaw 2.05:11 "Agents ARE AI"7:27 Billy: OpenClaw is still too technical for business users9:00 Slack Code, and collaborative prompting10:40 Multi-agent orchestration and Stripe's "minions"14:13 Slack's moat, switching costs, and the Salesforce rebound15:11 Jason's "Oracle": a heads-up display for the whole company18:42 The Hugging Face breach: who's responsible when agents go rogue?19:42 Perplexity launches Hybrid Compute — local models on your Mac21:39 Why unmetered local tokens change corporate behavior26:57 Gatik's Autonomous Vehicle AI Stack32:22 Jason's Tesla FSD stories34:05 Are AV companies being pushed to move too fast?41:38 Trucking is a "have to have," robotaxis are a "nice to have"42:36 Jason's fix: a safety driver for the first million rides46:50 Why physical AI's adoption curve runs in decades52:21 Anthropic's Model Hardware Standard (MHS), explained1:06:27 How Jason got onion rings on the menu at Buck's of Woodside1:09:05 AI detectors under fire: Pangram, MIT, and the handwritten diary1:15:20 Why AI is "very mid" at writing (it learned from the average)1:17:11 The Orin Kerr test: Pangram catches Claude writing as Kerr1:28:35 Micro Duck and designing robots with Claude1:29:42 Phil Kaplan's $14 custom circuit boardsSubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twis
- 3 weeks ago1h 10m
XBOW Founder: “Your Infrastructure is Not Safe” | EP 28
This Week In Startups is made possible by:PaypalToday’s show:XBOW’s AI has held the top rank on the HackerOne leaderboard for more than a year. On TWiAI, founder Oege de Moor (who also built GitHub Copilot) tells us that no one’s infrastructure is truly safe anymore, now that open-weight models are trailing the American frontier by only a couple of months. Staging a serious cyberattack is now cheap and accessible, with attackers able to get dangerously solid results quickly from relatively cheap, open-source options from China.Guests:Runbin Dong on LinkedIn: linkedin.com/in/runbindongScale Social: https://scalesocial.ai/Oege de Moor on X: https://x.com/oegerikusXBOW: https://xbow.com/Relevant LinksWSJ: Nvidia-Poolside deal: https://www.wsj.com/tech/ai/nvidia-is-spending-6-billion-to-build-a-powerful-u-s-alternative-to-chinese-ai-c51c38ccPoolside: https://poolside.ai/Silicon Angle: Nvidia in talks to invest in Perplexity: https://siliconangle.com/2026/08/24/nvidia-reportedly-eyes-another-investment-in-perplexity-ai-at-a-30b-valuation/Perplexity: https://www.perplexity.ai/Bloomberg: Chinese hackers using DeepSeek: https://www.bloomberg.com/news/articles/2026-08-24/chinese-hackers-use-deepseek-to-boost-attacks-researchers-say-mt7o4205Nvidia: Groq 3 LPX enters full production: https://nvidianews.nvidia.com/news/nvidia-groq-3-lpx-now-in-full-production-with-world-class-speed-for-agentic-aiCNBC: Groq-Nvidia acqui-hire deal: https://www.cnbc.com/2025/12/24/nvidia-buying-ai-chip-startup-groq-for-about-20-billion-biggest-deal.htmlOpenAI on early Jalapeño results: https://openai.com/index/jalapeno-first-results/Stanley Druckenmiller WSJ op-ed: https://www.wsj.com/opinion/let-the-bond-market-speak-81529d74Druckenmiller confirms op-ed was authored with AI: https://www.notus.org/media/stanley-druckenmillers-wsj-op-ed-bessent-aiPangram: https://www.pangram.com/Alabama AG: OpenAI subpoena announcement: https://www.alabamaag.gov/attorney-general-marshall-launches-investigation-into-openai-and-sam-altman-for-massive-artificial-intelligence-data-breach/Ox Alpha on OpenRouter: https://openrouter.ai/stealth/ox-alphaApple: M6 and M5 Ultra press release: https://www.apple.com/newsroom/2026/08/apple-introduces-m6-and-m5-ultra-for-a-big-leap-in-performance-and-ai-compute/9 to 5 Mac: M5 Mac Studio launch: https://9to5mac.com/2026/08/25/apple-unveils-next-generation-mac-studio-with-m5-max-and-m5-ultra/DHH on X: Ubiquity comments: https://x.com/dhh/status/2087272392557007042Shane Parrish on X: Ubiquiti Wi-Fi set-up: https://x.com/shaneparrish/status/2088672566558761065Timestamps:0:00 Today's guests: Runbin Dong (Scale Social) and Oege de Moor (XBOW)2:12 Open-weight models are right behind the frontier8:22 Your infrastructure is not ready for what's coming13:07 Nvidia's Perplexity announcement16:43 Spending $2K/month on AI tools per employee21:59 Why security teams have to lean on AI25:19 The Great Chip Land Grab32:02 Jason's multi-agent restaurant-style workflow34:54 AI ghostwriting is lip syncing45:18 Are rogue AI agents breaking the law?52:38 The dangers of using a stealth model58:57 Apple's new M5 Mac Studio1:06:43 Everyone's fav AI tool of the momentSubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisCheck out all our partner offers: https://partners.launch.co/Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason’s suite of newsletters: https://substack.com/@calacanis
- Aug 20, 20261h 16m
Anthropic is training to destroy your company | EP 27
This Week In AI is made possible by:PayPal - Pay zero processing fees on your first $100K in eligible PayPal payment volume. Learn more at paypal.launch.coToday’s show:*On “All In,” Gavin Baker said that Anthropic leadership privately believes that it could one day become “the only private company in the world.” The ensuing street fight on X turned into a referendum on doomerism, the nature of regulatory capture, and why the public hates AI so darn much.Jason’s take: If a frontier lab really believes they’re destined to be the world’s only company, they’re studying your data and planning to steal your business.PLUS why AI agents don’t understand it’s wrong to cheat (and how we can teach them), why Grok Bot may be AI’s “iPhone moment,” and the panel reacts to Amazon feeding rare books into a dino-themed shredding machine.GuestsGalina Antova on X: https://x.com/GalinaAntovaKai: https://www.kai.security/Eric Ho on X: https://x.com/eric_hoGoodfire: https://www.goodfire.com/Silico: https://www.goodfire.com/silicoRelevant LinksAll-In Podcast: Gavin Baker on Anthropic: https://x.com/theallinpod/status/2088367978270142811Sholto Douglas response: https://x.com/_sholtodouglas/status/2088463770318516734Gavin Baker response: https://x.com/GavinSBaker/status/2088611616577253502Dario Amodei response: https://x.com/DarioAmodei/status/2088758816376807762Zuckerberg AI manifesto: https://www.meta.com/thefutureisforeveryone/Hugging Face: Anatomy of a Frontier Lab Agent Intrusion: https://huggingface.co/blog/agent-intrusion-technical-timelineSimon Willison: OpenAI’s accidental cyberattack on Hugging Face: https://simonwillison.net/2026/Jul/22/openai-cyberattack/SWE-bench Leaderboards: https://www.swebench.com/xAI: Introducing Grok Bot: https://x.ai/news/introducing-grok-botPeter Yang praises Grok Bot: https://x.com/petergyang/status/2089401696946634801?s=20Wispr Flow: https://wisprflow.ai/@Aaronp613 on X: AirPods with Cameras in action: https://x.com/aaronp613/status/2089522745184760112?s=209to5 Mac: AirPods with cameras get their clearest leak yet: https://9to5mac.com/2026/08/17/airpods-with-camera-get-their-clearest-leak-yet/Toms Hardware: Google Buys Spirit Airlines Data for AI Training: https://www.tomshardware.com/tech-industry/artificial-intelligence/google-buys-spirit-airlines-data-for-ai-training-for-just-usd10-million-purchase-includes-hundreds-of-millions-of-emails-microsoft-teams-chats-billions-of-flight-pricing-records-and-anonymized-passenger-recordsMicro1: https://www.micro1.ai/Timestam
- Aug 13, 20261h 28m
Why Anthropic is watermarking every word Claude writes | E26
This Week In AI is made possible by:Paypal OpenToday’s show:Anthropic’s new Claude watermark travels around any and all copy-and-pasted text. Is this a logical response to AI slop, or more overreach from those regulation-loving Europeans? The panel agrees that identifying AI outputs has a place, but divides on how the world should get there.PLUS everyone’s favorite section of Mark Zuckerberg’s 6500-word techno-optimist AI manifesto, exploring the frontier labs’ blatant hypocrisy around distillation, and why Texas is hitting the pause button on 474 GW of proposed data centers.Guests:Will Bryk: https://x.com/WilliamBrykExa: https://exa.ai/Josh Sirota: https://x.com/joshua_sirotaEragon: https://www.eragon.ai/Kashif “Kash” Ali: https://x.com/ChKashifAliTaxGPT: https://www.taxgpt.com/Relevant Links:Anthropic: How Claude marks AI-generated content: https://support.claude.com/en/articles/16266773-how-claude-marks-ai-generated-contentCoalition for Content Provenance and Authenticity (C2PA): https://c2pa.org/EU AI Act: Article 50 transparency obligations: https://artificialintelligenceact.eu/article/50/TechCrunch: Pangram Raises $9M: https://techcrunch.com/2026/07/29/as-ai-content-floods-the-internet-pangram-raises-9m-to-detect-it/TechCrunch: Anthropic’s landmark copyright settlement is approved: https://techcrunch.com/2026/07/20/anthropics-landmark-1-5b-copyright-settlement-is-approved/World ID iris scanning orb: https://world.org/world-idTime: Sam Altman voices concern about “Dead Internet Theory”: https://time.com/7316046/sam-altman-dead-internet-theory/Meta: The Future is for Everyone: https://about.fb.com/news/2026/08/the-future-is-for-everyone/Meta: Introducing Muse Glimmer: https://research.meta.ai/blog/introducing-muse-glimmer-open-agentic-modelTexas: Gov. Abbott directs comprehensive data center audit: https://gov.texas.gov/news/post/governor-abbott-directs-comprehensive-data-center-auditTexas Tribune: New data center projects frozen: https://www.texastribune.org/2026/08/03/texas-data-center-project-audit-greg-abbott/ERCOT: https://www.ercot.com/Public Utility Commission of Texas: https://www.puc.texas.gov/TechCrunch on Sirota’s “software is dead” thesis: https://techcrunch.com/2026/03/18/this-startup-wants-to-make-enterprise-software-look-more-like-a-prompt/River AI: https://river.ai/Thinking Machines Lab: https://thinkingmachines.ai/Timestamps:0:00 Guest Intros3:30 Anthropic to
- Aug 6, 20261h 20m
Is open source AI really ahead of the frontier? 3 builders weigh in. | E25
This Week In Startups is made possible by:PAYPAL OPENToday’s show:China’s Alibaba just dropped a 2.4 trillion parameter open weight model that the company claims only trails Anthropic’s flagship among the major frontier rivals. Of course, this happened the very same week that the US government appears to have backed off from banning these models stateside entirely.Are these models anywhere close to actually catching up to the latest and greatest releases from US labs like Anthropic and OpenAI? Really seems to depend on who you ask. (Even long time friends JCal and Elon Musk can’t see eye to eye on it.)So on TWiAI Ep 25, we welcomed on Poolside AI CTO Eiso Kant, EXO Labs co-founder Alex Cheema, and Qloo founder Alex Elias to break down just how close Chinese labs are to catching up with the biggest and best models… and how long it will take US open weight builders to catch up.PLUS we explore the cutting edge of AI-powered baby sleep monitors, consider Hank Green’s public AI apology, and dig into sci-fi author Ursula K. LeGuin’s “hand-mind” thesis.Guests:Eiso Kant on X: https://x.com/eisokantPoolside: https://poolside.ai/Alex Elias on X: https://x.com/apeQloo: https://www.qloo.com/Alex Cheema on X: https://x.com/alexocheemaEXO Labs: https://exolabs.net/Local AI benchmark platform: https://local.ai/Relevant LinksQwen3.8-Max launch announcement: https://qwen.ai/blog?id=qwen3.8Bloomberg on Qwen3.8-Max launch: https://www.bloomberg.com/news/articles/2026-08-03/alibaba-drops-another-china-ai-model-with-breakthrough-performanceNYT: “White House Whipsaws Silicon Valley Over AI Rules”: https://www.nytimes.com/2026/08/04/technology/ai-washington-regulation-whiplash.htmlNvidia: “Open Weights and American AI Leadership”: https://images.nvidia.com/pdf/Open-Weights-and-American-AI-Leadership.pdfWorld Bank: World Development Report 2026: https://thedocs.worldbank.org/en/doc/1e4e52502104a331fb42cba0d4afa995-0050062026/original/WDR2026-Concept-Note.pdfHank Green apology on Reddit: https://www.reddit.com/r/nerdfighters/comments/1vbmoj5/comment/p0vzmog/Taylor Lorenz responds to Hank Green on X: https://x.com/TaylorLorenz/status/2083272682188206564TechCrunch: Substack partners with Pangram: https://techcrunch.com/2026/07/22/substacks-new-tool-tells-you-whos-been-writing-their-newsletters-with-ai/Amazon: Ursula K. Le Guin’s “Always Coming Home” expanded edition: https://www.amazon.com/Ursula-K-Guin-Authors-Expanded/dp/1598536036Timestamps:0:00 Guest intros and open10:03 Why Poolside thinks coding is the path to AGI12:55 A first look at EXO's local.ai16:24 The White House's open source pivot20:21 Margins, compute, and "dirt to intelligence"36:02 Jason's self-driving auction pitch37:58 Hank Green's AI apology38:45 Is AI addictive?1:08:31 What does it mean for AI to be "privacy first"?1:10:29 Enterprise AI sovereignty and "colonization"Sign up for the TWiAI newsletter!Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFoll
- Jul 30, 20261h 6m
Are we already in the Singularity? | E24
This Week In Startups is made possible by:Paypal OpenToday’s show:On a podcast this week, Sam Altman made a bold declaration: “We are now, like, in the singularity.” A bold claim which Alex puts bluntly to this week’s panel. Grant Lee of Gamma and Philip Johnston of Starcloud sound off… Is this actually the Singularity, and if so, why do things still feel so normal?Plus the panel and guest host Alex Wilhelm discuss the infrastructure and economics that will make singularity-scale AI buildout possible… NVIDIA’s strongly worded letter about open-weight models… Moonshot’s new Kimi K3 twist on open-source licenses… Stripe’s reported $10B run at OpenRouter… and more.GuestsGrant Lee on X: https://x.com/thisisgrantleeGamma: https://gamma.app/Philip Johnston on X: https://x.com/PhilipJohnstonStarcloud: https://www.starcloud.com/Relevant LinksTechCrunch: Gamma hits $110M ARR: https://techcrunch.com/2025/11/10/ai-powerpoint-killer-gamma-hits-2-1b-valuation-100m-arr-founder-says/Nvidia: How Starcloud is Bringing Data Centers to Space: https://blogs.nvidia.com/blog/starcloud/Open Weights and American AI Leadership letter: https://www.microsoft.com/en-us/corporate-responsibility/wp-content/uploads/2026/07/open-weight-models-letter-1.pdfCNBC on Nvidia-OpenAI infrastructure plans: https://www.cnbc.com/2026/07/27/nvidia-and-openai-in-talks-for-up-to-250-billion-dollar-ai-backstop.htmlKimi K3: https://www.kimi.com/enCrusoe announces strategic Starcloud partnership: https://www.crusoe.ai/resources/newsroom/crusoe-to-become-first-cloud-operator-in-space-through-partnership-with-starcloudAndrej Karpathy on YouTube: “Let’s Build GPT”: https://www.youtube.com/watch?v=kCc8FmEb1nYDemis Hassabis Starcloud post on X: https://x.com/demishassabis/status/1999296127276126417RAISE Summit: https://www.raisesummit.com/Lilian Weng exits Thinking Machines post: https://x.com/lilianweng/status/2081816923088814421Baseten: https://www.baseten.co/Fireworks AI: https://fireworks.ai/Legora: https://legora.com/OpenEvidence: https://www.openevidence.com/Yahoo: Stripe in talks to acquire OpenRouter: https://finance.yahoo.com/technology/ai/articles/stripe-talks-acquire-openrouter-potential-215104525.htmlSam Altman on the Relentless podcast: https://www.youtube.com/watch?v=Vv3CEAS_w34TechCrunch: Cursor India-only pricing tier: https://techcrunch.com/2026/07/27/cursor-makes-its-biggest-india-push-yet-ahead-of-spacex-acquisition-with-localized-pricing/Gergely Orosz: The Pragmatic Engineer: https://www.pragmaticengineer.com/Timestamps:0:00 Guest intros: Grant Lee (Gamma) and Philip Johnston (Starcloud)1:22 Nvidia's open weight letter8:11 Starcloud's first H100 in space19:47 Series A extension economics20:39 How Gamma stayed lean and balanced work and fun30:40 Betting on a compute-constrained world35:48 Different approaches to pricing44:59 Where does the AI moat really live?57:41 Are we in the Singularity?1:04:42 Starcloud's
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