The second week of Musk v. OpenAI delivered texts, secret Tesla AI plots, and backstage chaos around Sam Altman's 2023 firing. Paul and Mike also break down Coinbase's AI-native restructuring memo, the White House's very brief flirtation with model vetting, Anthropic co-founder Jack Clark's prediction that AI will autonomously train its own successors by 2028, and the bizarre Anthropic-SpaceX compute deal that emerged from out of nowhere. Rapid fire covers GPT-5.5 Instant, Claude Managed Agents updates, Sierra's $950M raise, and more.
Show Notes: Access the show notes and show links here
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Timestamps:
00:00:00 — Intro
00:05:37 — Musk v. OpenAI Round 2
00:23:27 — Coinbase AI Layoffs
00:33:09 — AI "Soft Nationalization"
00:47:10 — State of AI for Business Report Preview
00:54:14 — xAI Folds Into SpaceX, Does Compute Deal with Anthropic
01:00:49 — Has Recursive Self-Improvement Arrived?
01:09:38 — Anthropic and OpenAI Enterprise Joint Ventures
01:15:11 — Stripe's New Forward Deployed AI Accelerator Role
01:20:48 — AI Use Case Spotlight
01:24:15 — AI Product and Funding Updates
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