Limitless Podcast - THIS WEEK IN AI: GPT Astra, OpenAI vs Cursor, The Truth About Data Centers
Episode Date: September 4, 2026It's time to cover another busy week of AI releases, including OpenAI Astra, new concerns about model safety, and Sam Altman’s comments on water use and data centers. We also discuss model... updates from Meta, Google, Anthropic, and World Labs’ new system for turning images into navigable 3D environments. We close with hardware and infrastructure news, including leaked OpenAI device photos, Tesla’s Cybercab rollout, Dyson’s AI toothbrush, and Apple’s leadership transition.------🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/FOLLOW ON X: https://x.com/LimitlessFTSPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED: https://limitlessft.substack.com/------TIMESTAMPS0:00 GPT Astra Release0:58 GPT-6 and Training Breakthrough4:07 Cursor Breakup Drama7:36 Meta and Google Models10:00 World Models Unleashed15:21 Anthropic’s New Upgrades18:18 Weekly Model Rundown19:15 OpenAI Device Mystery23:51 Rogue Cybersecurity Model25:47 Data Centers Bring Revenue28:05 CyberCabs Hit Austin30:38 Dyson’s AI Toothbrush33:06 Apple’s New Hardware Era35:05 Week in Review------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosuresJosh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.
Transcript
Discussion (0)
Open AI Astra, also known as GPT6, is on the verge of being released.
We've seen a bunch of updates from the Open AI side.
If you're listening to this episode right now, you may have access to this.
This is open AI's most powerful model yet, and it's rumored to be more powerful than Mito's 5.1,
which was also released from Anthropic alongside Fable 5.1, two new models from Anthropic.
But this wasn't the only model releases this week.
We had a new one from meta.
We had a new one from Google, as well as a brand new world.
model, which changes our perspective on how we create simulated realities. But in other news,
the ghoul is back on this show. Open AI's rumored hardware device may have been peaked at
again. We have Palma Laki this time rocking these really weird new futuristic earbuds,
as well as a metal puck. We're going to get into all of that and more on today's roundup.
This is a round of this is my favorite episode of the week. I'm so excited. We have so much
to talk about today. So buckle up, get comfortable. The first topic is Astra. Now, at the time of recording,
it is not out, although it is rumored and it is likely to be coming out any moment. So normally,
upon conclusion, is normally when they decide to publish it. Once we hit stop on this recording,
they will publish the model. So get ready for that. It is basically, it's going to be the new best
model in the world. It's going to be incredibly powerful, incredibly intelligent, possibly efficient.
We don't know. There's a lot to learn as this model comes out. Basically, this model's been ready for
quite some time. We don't know exactly how long, but Open AI themselves have been teasing it for at least
couple of months now. We know it hit roadblocks. It hit problems with the government approvals. Then it
hit problems with their own internal breakouts per se. Like we've mentioned about the exploits that have
happened with Hugging Face, maybe three separate episodes, but you should go check out our most
recent moments earlier this week. It's finally time to see what they've been cooking. So this is probably
possibly going to be GPD6. It seems like it is strong enough to be GPT6 level. What I suspect and what I
hope is that we may also get a image generation model as well in addition to Astra. So this is going to be a
fun weekend for anyone who is excited about using these new tools to see what this thing is
capable of. There is a news headline that I think is important to highlight, specifically around
how they trained this model. And it appears as if there's a new breakthrough that happened. It's
called recurring depth or like a looped transformer architecture. And the TLDR is instead of every
token kind of moving once throughout this like fixed stack of transformer layers, portions of that network
can be run repeatedly. And basically what this means is that you get more computational depth without
proportionally increase in the number of unique parameters. We hear about parameter count all the time.
That's not the reason why these models necessarily need to get better. They have figured out a new way
of doing it. The problem with this is you see less of the reasoning traces. You see less of the
chain of thought and people are concerned because, I mean, we just saw with hugging face what happens
when you don't monitor these models closely. And it seems as if this is kind of taking a little
cheat code to getting to a better place faster with a little less safety. So, I don't know,
exciting model on the way. Yeah, I mean, the scariest part about this is open AI is
releasing GPD6, which is, by the way, the same model which broke out of containment, got access to
Open Air's own internal research clusters and got admin access to, like, all their research tools,
which is just kind of crazy. This is the stuff which is typically like locked behind a vault and
no one gets access to it. Very few people in the company have access to that thing.
And an internal model was able to do this. Second scary thing is this model is already about
three to four months old. So you can imagine like the current model that they have internally right now
is way, way more powerful.
And then we have this news that they're training it in a particular way that makes it less
readable.
In other words, we can't kind of like discuss or figure out the kind of thoughts that this model
is having.
The reason why that's important to your earlier point, Josh, is the hugging face incident
was only discovered because researchers were able to look at the internal thoughts of the
internal model that they were training.
And they were like, oh, wait, this thing is completely misaligned.
So if they're kind of like leaning into this technique, which is known as loop transformers,
and they can't read the internal thoughts of a model, you can kind of reason to argue that this model can kind of like hide some of its misaligned behavior.
So that is a little bit concerning.
Now, when it comes to our favorite rivalry in the entire world, Open AI, unfortunately, is ending their partnership with Cursor.
Now, Cursor, if you've been listening to the show for a while, was originally kind of like a neutral platform, which will essentially be a rapper around.
different kinds of models. And their kind of like product was essentially this harness. So it would
take your prompt and it would route it to the right model at the right time. It would save you a bunch of
money. It would be incredibly efficient. And arguably, it would give you better answers. Now,
that company was acquired for $60 billion by none other than Elon Musk and SpaceX AI himself.
Now, Sam and Elon haven't really got along. They have a very rival history stemming all the way back
to the creation of opening air where Elon Musk was involved and then he had to like separate and he spun up
XAI and it was a whole thing. And now Sam Woltman has completely severed ties. He said,
okay, Elon, if you own this entire thing, I'm not giving you access to my frontier model,
which you can kind of potentially steal. I'm going to take that away from you. And that resulted
in arguably the best tweet of the year. I don't know if you saw this, Josh, but it came from
Michael Trull, who's like the 24-year-old founder and CEO of Curse who goes, listen, we're sorry to
see that Open AI put out a note saying they plan to block cursor. By the way, open AI models serve about
5% of Cursor user traffic, which is just the biggest dunk.
But he says, we're speaking to the Open AI team to resolve this.
And I just found this whole thing completely here.
And I think Elon called him an asshole in the midst of all of this.
It was just a crazy thing.
That sounds about right.
I mean, questionable activities from Sam to want to pick another fight with Elon and
co, particularly when Cursor and SpaceX are the ones providing a tremendous amount
of compute for their competitors, as well as just pushing a lot of.
the frontier. It seems like, why would you want to make enemies with the greatest entrepreneur of our
time? Like, that seems like a mishap. But on the other half of the coin, Sam is saying interesting things.
He's kind of like more based Sam has been coming out to play this week. We got him kind of shutting
down Open AI and SpaceX's relationship, but we also got him on a podcast addressing the water
issue and addressing the, a lot of the data center problems that people have been concerned about and
just confronting them head on. He had this amazing quote and this amazing clip that I loved, which said,
for every 38,000 chat GPT queries, that is the same amount of water that is used in the production of a single almond in California.
And I'm not like that great at doing math in my head, but 38,000 times like a handful of almonds equals probably more tokens than we've consumed in our entire life.
So by you eating a handful of almonds, you have essentially consumed a lifetime of prompts.
And I found that to be interesting too.
He mentions where he thinks it came from.
There does seem to be this kind of like paid, organized sciop coming from China, particularly on the TikTok platform.
that is convincing people of these mistruths.
But I like that he's out here addressing it.
I like that he is discussing it in public.
And now that we have clips like this,
we can share it around the internet
with viewers like you to let everyone know,
like, hey, it's not actually ending the world.
Yeah.
It was a great podcast episode.
I recommend you go listen to it.
It was produced by, I believe, Alex Heath,
who is kind of like an insider
and he discusses a lot of these things.
Don't if you go check it out.
My comment on the water thing is,
if you're listening to this,
and you still believe that data centers,
AI data sensors specifically consume a lot of water, that is factually incorrect and a lot of the
claims that have been made in the past is completely baseless. Water is typically reused a lot in AI
data centers and that's been the case for a while now. So definitely go check out that episode.
But shifting gears slightly, there have been so many model releases this week that it's honestly
become quite overwhelming. And the first one, or rather one of that, comes from none other than,
I have a mixed relationship with Mr. Zuckerberg over here. I've been a hater. I've now been a lover
for a while now. And Meta released surprisingly another model. This is their fourth release in five to
six weeks, I believe, which is unprecedented for Meta on its own. It's Muse Spark 1.3,
and it's a specialized reasoning, agenetic coding model. So what does that mean? It means that it's
much better at coding than its previous model. And its previous model,
which was released, I believe, two and a half weeks ago,
was also pretty decent as well.
But the main stand-up feature for Meta
and this particular model is, once again,
it is the cheapest model around to get 90% of your tasks done,
and I can prove it.
I have a demo here shared by Alexander Wang,
who is one of the leads here,
where they basically, or someone, recreated Minecraft,
and it cost them 10 cents to do.
So if you're wondering, you know,
why is this part of Meta strategy?
Well, Mark Zuckerberg's looking at the competition
and then he's thinking, well, I can catch up to frontier intelligence, but it's going to take me a while.
In the meantime, I'm going to provide the cheapest intelligence possible so that enterprises have to second guess whether they should go with the anthropic model or with the open area model,
when they could just use some of Metz's models to do the majority of their work and then maybe use that in partnership with some of these other smarter models.
And that's what Meta strategy has been for a while now. It's so impressive to see the kind of cadence that they have.
But it would be bequeathed me to say that I can't mention MetaStrecht.
this model without Google's model because they're kind of now weirdly playing the same game.
Google also released a new model called Gemini 3.8 Flash. And I have to say, the weirdest
part about this is Meta's model is better. So Meta has finally crushed Google and it's just
so bizarre to me. I could probably tell you the change log between these models without actually
even reading a single thing on the card. It's slightly more efficient, slightly cheaper,
slightly smarter. It feels like this is like iOS version updates where it's just getting
slightly better across the board. And nothing really exciting is happening. It's like, okay,
we're giving you cheap tokens. It's kind of like lower on the parade of frontier in terms of like
our cost competition. It's not much smarter. It seems fine. I'm like, okay, this is like cool. Am I going to go
and try it like probably not? There's other more interesting models to try. But it's nice to see.
I do find it interesting when we talk about, we're going to talk about the frontier model that was
released this week. But there's been this race on kind of like the cost basis and then the race on
the intelligence basis. And Gemini and Meta right now are kind of going head to head on that cost
basis and I think it'll be interesting to see where they go.
But those are the two smaller models.
We had a really cool thing.
This next one, I'm so stoked.
This is my favorite.
Yes.
Gossian splats.
Yes.
Need I say anymore.
We were the OGs.
We were the OGs.
I'm a huge splat guy, man.
Josh is a big splat guy, guys.
Dude, I freaking love splats.
So I can't even like describe to you what it is.
You just watch this video.
Basically what this technology is, it's like,
unbelievable. So it's able to take still images or some sort of a video image and then generate an
entire world around it for you to navigate. So let's say you have an image of a place that you've
traveled to that you really love and you want to relive what that looks like, or you'd like to
generate an extension of it and go and live inside of it. It is able to do that. So what we're seeing
here is a standard input image on the screen where it is a photo of a church and you can draw the
line of a camera that goes through and navigates the 3D space and it will actually generate all of what
it expects it to look like for this video model. And it's this like unbelievable world builder.
It's been a while since we've talked about world building in general because we haven't really
gotten one of the new Gemma models from Google in a while. But this seems to take what Google is
working on and kind of flip it on its head in a way that is unbelievably impressive. It requires one still
image. And you could see in the video here, it will just generate an entire room from a still image
and let you walk around and actually navigate it. So in terms of data training, I mean, what are
world models good for? Training robots.
They're good for entertainment. They're good for gaming. This is definitely right on the frontier of what's
possible here. And of course, naturally, it's by Faye Faley, the godmother of AI. And I found this
released to be so exciting of all the tools that came out this week. This is the one I want to spend
the most amount of time with because, man, how much fun is it to create these 3D virtual
environments? Like nothing. It's so easy now. And it's so impressive. So for those of you who have
been following kind of like the world model advancements, Fafi Lee, as you mentioned,
is an OG here. Fun fact, she used to teach Andre Carpathy,
the Andre Carpathy back when he was just a young student
trying to learn about all this kind of AI stuff.
So Pfeiadis been around for a while,
and she recently started her own company called World Labs,
which is focused, as the name suggests, on world models.
Now, the difference between a world model and an LLM,
a world model is an AI model that really has a good understanding
and spatial awareness of the actual world.
LLMs are kind of like a student in a library.
It reads all the books,
it understands the theory of how the world works,
World models actually go out into the world and understand how the physics of the world works.
If I drop this drink that I'm showing you on my screen right now, what happens, how it splatters the physics behind all of it.
Now, the advancement that we're seeing with this particular model, and I wanted to show just this clip.
The demos are crazy too. I've been watching demos. They're sick.
So this is someone, if you're not, if you're listening to this and you're not watching your screen, I advise you do.
This is someone spilling a drink. And by the way, this is just one video shot from one angle.
And so this person has been able to navigate and go around him in every single shape and form,
including capturing his face, his beard trimmings, the angle of the lighting on the strawberries,
the coloring, everything.
This looks like a video that was shot by someone walking around, but really it's just kind of like
from one plane of view, someone just shot one video, and now you're able to go around and
round around, you're able to stop it, you're able to edit it, you're able to zoom in.
There's so many different ways that you can kind of play around with this tool.
This could have effects in VFX, Hollywood,
which, by the way, typically takes tens of millions of dollars to recreate this
and hours and months of works and now be reduced to like kind of like a couple dollars
and like a couple of seconds.
It's just insane.
Now, what's the comparison to this model?
Well, it's from Google.
Google, I believe it was Jeannie 3 that they released a while ago.
It was their world model.
It was okay, but it kind of looked like the Unreal game engine.
It kind of looked animated.
The main difference here is you can take a picture of the real world,
like a human being and you can turn it into a simulated reality with a 3D point for every single
pixel. And so imagine this applied to like sports. Imagine this applied to like movies.
This could like change the way we interact with media and it's just such a cool development.
It's also just cool. There's another demo we have with basketball. Like this dude was just taking
you could see there's like a couple cameras. There's three different cameras basically.
And from the three camera angles, it's able to rebuild the entire three dimensional structure of this.
and guess the things that it can't see. So you'll notice the cameras are all facing the
basketball hoop. It still is able to generate what's behind the basketball hoop because it's
smart enough to understand and interpret what it should look like and then generate that. So all it takes
is a few camera angles. And I love the description where it just says like, this is kind of indistinguishful
from Black Magic. And we're seeing another one where if you have just, if you have a single
camera angle, it works pretty well. But it is less accurate in the sense that it is less truthful of what
reality looks like. If you have a couple cameras, it will just take whatever you give it and stitch it
together and turn into this unbelievable world. It is so, so impressive. So I think of all the releases
this week, this one's my favorite. This is what I want everyone to try. This is what I'm most
excited to try. I want to go out and record some videos, like just post up a couple iPhones and see
what type of crazy stuff I can get. Maybe we'll show the results next week on the show.
How the tables have turned, though, Josh. We typically always used to talk about like the
new anthraic models, like released like the first thing on the docket. But Claude, or rather
anthropic, released not one, but two new models.
this week, Claude Fable 5.1 and Claude Mito's 5.1. This is an iterative upgrade to my
understanding. I've been playing around with these models. I've only got access to Fable 5.1,
which is the one with the safeguards on it. And I understand that there's a bunch of different changes
here. So number one, it is much better bang for bucks. So you can get the same amount of
intelligence or increase intelligence for a fraction of the cost. They're doing this thing called
cashing or the cutting down on sort of like the cashing mechanism that the model uses,
which means that you could get up to 75% lower costs on your prompting,
especially over long agenetic workload.
So the longer your task is,
typically this model is very good and much, much cheaper.
The second thing is it's really compelling when it comes to video generation,
which is crazy for me to say,
given that what you're seeing on the screen right now,
which is a demo from FABOL 5.1,
is completely generated from code.
This didn't take any kind of input images.
This was just generated from code from scratch,
and it is just crazy to see the navigation around it.
It's almost like I'm looking at that world model
that we just literally kind of like went through.
So it's cheaper, it's more efficient.
And then the other thing I'll say about this is the safeguards.
One thing that was really annoying for me,
for Fable 5, at least personally when I was experiencing it,
is it just spoke too much
and it didn't kind of answer the questions that I gave it.
This model has been a significant leap.
Now answers my questions, it stops saying too many words
and it's overall a much more pleasant experience to have.
Yeah, it's amazing.
this demo in particular is very cool. The person who wrote it says, for this one, I gave it a
picture of a property lot, and it designed a house for the lot, rendered it and then produced a cinematic
walkthrough. And it's important to note also that Fable didn't actually generate the images, but Fable
worked with Blender, which is a 3D rendering software, it was headless, and it worked together
and it conducted it and orchestrated it to build this 3D virtual space. And I think that's one of the
more powerful things is because the model, it doesn't have an image model. And yet it's able to create
these unbelievable visual results. The second one being, we have another example here of a one-shot
prompt for a Mario Kart game, and People 5.1 turned a singular prompt into a fully working
Mario Kart game. And I found this to be really impressive, too. It's like, okay, well, it doesn't have
an image generation model, but this is looking pretty strong to me. In fact, if you gave me this game
like a couple years ago on my handheld device, this looks as good as Frontier in terms of like a
Nintendo game. So I think the capabilities of this models and the intelligence,
to be able to interact with other tools that exist and harness them and orchestrate them to get the results that you're looking for. It's a really impressive capability. Great model. Great new model. This is like the new frontier. We'll see what Astra has to like come back with. I'm very excited. It seems as if Astra might leapf this to some extent. But for now, best model, really impressive, really enjoying using it. Okay. So just to give the run of the middle of everything that we've just covered, just to catch you up on the roundup itself. We have open area Astra coming out. You might likely have access to it right now. You've got
Google that released Gemini 3.8 Flash, super cheap, super effective. But it's competing with
Meta's new model, which is at MewSpark 1.3. You've got Anthropic releasing two models,
Fable 5.1, and Mithos 5.1. And then you've got a few Chinese open source models as well,
as well as this new World Labs World Model. So the point that I want to make here is we have moved
very far away from one model per couple of months, and it's like a major capability leaf.
we're now having this kind of iterative software upgrades and that's kind of like the new world that we live in.
And it's net net so amazing for you, the listener or the user or the user for these different things because it means that you can constantly kind of upgrade and test different kinds of views and you're not beholden to one particular AI lab provider, which I think is just an amazing world to be in.
So moving on, Josh, you sent me this before we started the show right before we click record.
I have a headache just thinking about it.
I'm trying to be insane. Why am I looking at Alexander's Garzgard?
And why am I looking at this damn stainless steel earbuds?
If you've been listening to the show for a while, you know the lore here.
This is a really important topic that has been at the core of my, like the bane of my existence, essentially.
Because what we saw here, just quick TLDR, this video was released as a leaked Super Bowl commercial.
It came out during the Super Bowl, was leaked on Reddit, was deleted shortly afterwards.
And it shows a rumored device.
No one knows what it was.
But at the conclusion of it, it showed the Open AI logo and it said, dime.
and this is a famous actor
and this is a really beautiful looking device.
It is plausible.
Alexander Scans, Scansgar?
I've no, I can never get this freaking name right.
I have no idea.
I'm sorry, it's almost been a year.
I'm nothing such a year.
And I've told Josh, it's Scars God.
And the guy goes Scars God's God.
Well, you say it was an accent too.
So I'm like, it messes in my head.
Okay, okay, yeah, yeah.
Anyway, so this actor, this famous dude,
who's apparently in secession,
was like doing this thing.
And that was it.
And we were convinced.
Vince this was the opening eye device until opening eye came out and said, no, that's not actually the device at all. We don't know what that is.
Fast forward a couple months later, Joe Gebia, co-founder of Airbnb. He's currently leading design for the United States government as a whole, like just really awesome legendary dude.
He's spotted in a cafe. And it's like the seemingly staged post that shows him just casually at a cafe. But what do you know? The earbuds and the puck are inside of the frame as well. And he's using the device that we saw in that deleted video. Okay, what is this thing?
Third data point just happened yesterday.
Palmer Lucky, founder of Anderil, founder of Oculus, the 3D guy, the virtual reality guy.
Yeah, he's posting a photo from a flower shop that he allegedly shops that all the time.
Casual flower shop shouting him out, oh, what is that on his ears?
The same device, the same buck in his hand.
And if you go to the name of the flower shop account, if you scroll up just a little bit,
it's Sweet Pea Flowers and Sweet Pea is the code name for the Open AI device.
Yep.
So there's like a lot, a lot of people are messing around here.
I don't know what it is.
I mean, Open AI has openly confirmed that it is not them, but I don't know if I believe it.
Like, I'm just, at this point, whose device is this?
This is clearly a device.
We have Palmer Lucky.
We have the actor guy.
We have Joe Gevia, and they're all using the same device.
And I have no idea what it is, but it looks like this new AI first device.
And it's everything that was rumored Open AI to D.
So that's the update on this story.
I don't know what it is.
It's driving me crazy.
If anyone wants to join the mystery, please share a comment below.
I am desperate to know what this mystery thing is.
We do not make outreaches to insiders,
but if there was ever a thing or moment to do it for,
this is the thing.
If you are someone listening to this show,
if you're one of the, you know, 50 to 100,000 people
that listen to each episode nowadays,
which is a lot of you, and you know something about this.
Please reach out to us.
DM us on X.
Just to satiate our curiosity,
like we won't even mention it on the episode
if you don't want us to,
but like, what on earth is going on here?
I'm sufficiently confused.
So we have Joe Gehbia, Airbnb, very respectable design guy.
It works for the US government doing this thing.
We then have Alexander Scarsgaard, Hollywood actor.
What is this man doing with this thing?
And now we have the American for Lord, Bar the Lucky.
Also using no shoes on, I my head.
With no shoes on very, very rustic, very rural.
I'm loving it.
Honestly, it could be an aesthetic Instagram post from about a year ago if we were really getting into it.
But let me comment on the device.
I have some thoughts. Number one, those earbuds, they are much larger than I thought, unless
Palmilaki has incredibly small ears. I do not know, but those earbuds look kind of constrictive
around his ears. And the second thing I'll say is the phone he's holding is a pretty sizable phone.
It's a big phone. It's arguably bigger than the iPhone Pro Max or whatever the hell is the latest phone.
And that puck is massive. So yes, that could fit in your pocket, but it seems kind of heavy and kind of
clunky. And I'm wondering, like, if I'm carrying my phone similar in the way that he's doing it,
is that comfy? Is that cool? But I'm going to make a call right now, Josh. I think this is an
open AI device. And I think open AI had to deny it for legal reasons before they kind of like,
I don't know, whether it was an IPO thing or whether it was kind of like too far away from their
actual launch. But I think this is an open AI device and they're just teasing us all the way until
an excruciating launch about three months from now in the, actually, no, six months from now.
in the early quarter of 2027, I think, is when it's been to come out.
I don't know, hopefully soon.
I have no idea what it is.
If you know, if anyone has any conclusions, please let us know.
I'm desperate to understand more.
There's also another thing on the docket here, GLM 5.3.
It says, someone released a rogue version of this.
What does that mean to be a rogue version?
Yes.
Okay, so you'll see this word here where it says,
today we are releasing obliterated model V2.
And what they're talking about here is they took the number one,
I still think it's number one,
Chinese open source model, GLM 5.3,
from none other than Chiapu, Josh's favorite word,
cheapoo.
And it is an extremely capable model,
but the one thing that it is very capable at is cybersecurity attacks,
which isn't the greatest thing,
but it's a very capable cybersecurity model.
Now, it is held under its own model weights,
which was just open-weighted or open-sourced,
about, I think, two weeks ago.
And in those two weeks, this company, this rogue random team,
has decided to stress test this model
and remove all the safeguards that this model has.
So typically, if you get access to GLM 5.3,
it has safeguards on, it won't do the bad thing.
This team kind of took that OpenWates model,
tweaked the model weights,
and fine-tuned it to create a version of it
that basically has no safeguards.
Now, of course, that's the kind of side-effective open source.
You are able to kind of experiment with these things,
and the intention that this company says is you can use it to help defend your own company and your own software,
which is, you know, an admirable goal.
But I can imagine that some people might use this for other nefarious purposes.
But the second thing I'll say is this is accessible via API.
Now, typically with open source models, like you could take it and make it dangerous,
but you would have to download and run it yourself.
And GLM 5.3 models, this incredibly capable cybersecurity threat, is quite large.
you would need to spend hundreds of thousands of dollars to be able to do that.
No more.
With this company, you can get access to it via API and wreak havoc.
It's pretty insane to see.
And next up, we have a narrative violation.
This does not fall in line with the public sentiment.
Talk to me about the new school in hospital.
Turns out.
Turns out data centers aren't actually ruining the world.
Who would have thought?
We talked about water first.
The almonds are way worse.
Hate the almond suppliers.
Don't hit the AI people.
Second, you want to remove property taxes?
Get a data center in a town.
Columbia County, Georgia.
It's nearing a deal with Google that would nearly double its $25 million property tax revenues to $40 million, allowing the county to end its residential property tax thanks to massive data centers.
Also, another fun side quest item that I came across this week, you know the most wealthy country or the most wealthy county in the country is actually the same county, which in Virginia that has the most amount of data centers per capita in it.
It turns out like data centers actually make a ton of money.
And all of the money that we talk about being spent on this goes through data centers.
Those data centers have to pay a lot of money and they have to incentivize the people to want to have them there.
And this is another example of like, hey, you have a data center to town.
It's kind of quiet, but it provides a lot of jobs and it provides a lot of subsidies and you don't pay property tax.
And you're responsible for generating the tokens that will hopefully make the world a much better place.
So this was a fun, feel good story.
I was like, all right, nice.
Another data point where the data centers aren't quite.
the world. Pretty cool. There's a blue-collar jobs, by the way. I think the whole narrative around
like AI taking away jobs, they're actually, one, not taking away software engineering jobs, they're
adding more. And two, they're adding even more blue-collar jobs, which is actually really beneficial
for the states that these data centers are being set up. And then the other thing I'll say is,
like, listen, this is great for Georgia getting, you know, whatever, $25 million worth of property tax
revenues and like, you know, great for the residents over there. But it's happening in every single
state. And if it's not coming in the form of property tax reimbursements, it's coming in the form
of new schools, new hospitals, brand new equipment that makes your lives better. So I don't want to
sound like a propagandist as I'm listening to myself right now, but like data centers aren't all
bad. They aren't all great either. And I'm addressing that they are issues that need to be
solved. But the hatred is kind of like overwhelming right now and it's unjustified. You know what issue
needs to be solved? Like getting more energy, this freaking data center. Yes. That's the problem.
Slan power shell LPS.
Let's figure out,
let's upgrade our transformer system.
My God.
Anyway, moving away from power and transformers,
can we talk about electrics for a bit?
Because there is an update.
There's an update from Robo Taxi.
I know.
There's too many.
Listen, I am a simple man.
I look on my screen.
I see two things.
Really cheap prices,
which is going to cost me
kind of like a fraction of an Uber cost,
which is amazing.
And then number two,
Terry's Black's barbecue.
A phenomenal spot.
If you're in Austin, Texas, fantastic.
Go and visit. Josh, what on earth is going on here, please?
So by the time you're watching this, the cybercab will have officially launched in Austin, Texas.
They will have had the launch event.
They are going to, for the first time ever, distribute the cybercabs across the entire county,
or city of Austin.
This is the first time they're doing this with the cyber cab.
They've been using robotaxies that are serving as Model Y's.
Now we get those little gold things that are rolling around.
Luke, who everyone knows who helps out with the show, he lives in Austin.
And he was describing what they look like in person.
He's been seeing these all over town.
And he described it as these small little cars with the mullet on the back.
They look adorable.
But the reason why is because the efficiency of these vehicles exceeds that of any other car ever made in history.
It is a two-seater.
It has a very aerodynamically efficient design.
And for the nerds who drive Tesla.
As you know, generally, your Tesla drives at around 250 to 350 kilowatt hours per mile.
The cyber cab is 150.
It's built for efficiency.
It's built for local.
cost. Therefore, the cost per mile will be lower because the cost of the vehicle will be lower,
the cost per mile will be lower. And I find it impossibly challenging for anybody to compete
once these cybercabs are rolled out at scale. This is monumental because it's the first time
it's rolled out in a city fully autonomously. As soon as the legislation passes to make it more
broadly available, they will be able to do so. And this is the beginning of the cybercab takeover.
And I think this is a one-way street in which cybercabs start entering more and more and more cities
and nobody can compete on cost. This is almost.
half the price of Uber and you don't have to tip. And the cars are cleaner. They're more futuristic.
They're far safer than a human driving. It is a win, win, win, win. And this is the beginning of a
very long duration kind of tidal wave that I think a lot of the world isn't expecting to come as soon as it
will. I wish this was present in New York City. And I wish that state regulations would stop
banning cool stuff like this. I mean, this is a car that doesn't have a steering wheel for goodness
mistake. I would love to jump in that thing and see what this technology can do, and it's
well for a fraction of the cost. I'm looking forward to these things kind of becoming way more
prevalent in every single state in the US, first at least. But moving on, we have officially
folks reached peak AI bubble. We now have AI in your toothbrush. James Dyson, founder of none other
than Dyson itself, 79 years old, had a keynote where he pitched his brand new product. It wasn't a
GPU. It wasn't a new data center. It wasn't even an AI model. It was a toothbrush that has an AI
powered camera jet and it only costs $500. But let me tell you why it does. Now, the problem that
people are trying to fix here is you brush your teeth. People take around, whatever, 45 seconds,
they should take two minutes, but they don't. And then flossing, well, that's not even a thing.
Like, a second thing to do after brushing your teeth, I'm not going to be doing that. But what if
you had a toothbrush with a camera and a jet inside of it that scans?
It takes around 500 pictures of your entire mouth
whilst you're brushing your teeth,
identifies where the plaque is,
and then shoots water whilst you're brushing your teeth
to clean the plaque away
and save you the trips to the dentist
for infinite amount of times.
I just think this is a crazy,
crazy gizmo device,
and the more I read about it,
the more I want to buy one.
I am obsessed with this product,
and that is by no means a recommendation
to spend $500 on a toothbrush
because that is insane.
But I haven't seen this level of care
and obsession over design
since the old school Steve Jobs era, and that's what gets me really excited.
There's an eight-minute video online of James Dyson talking about this.
James Dyson now is 79 years old.
He is one of the most incredible designers alive right now, and he describes the kind of
vitriol, the tribes and tribulations of what it takes to make the best toothbrush in the
world, and he describes the sensors and the vacuum-sealed chamber and how difficult it was
to accomplish all these amazing things, and it's so overkill.
Nobody needs this, but it is such a beautiful device.
It's such a thoughtful device.
It's really cool to see people who still care about the craft of industrial design like James Dyson does.
It's like whenever this guy has standing on stage, I know whatever he's going to announce.
He's spent years thinking about it.
They've spent hundreds of millions of dollars researching this thing, and they are going to produce the best of it in the world.
And that is what we got with this toothbrush.
So, I mean, I'm probably not going to spend $500 on a toothbrush.
But, man, it is so beautiful.
I just want to look at it.
You and I both know you are going to spend $500.
And you also know that I'm also going to spend $500 on it.
So let's just kind of like put our hands up there.
I mean, man, if you're thinking of a Christmas present for me, I'm not going to say no.
Okay.
Okay, I'll heavily consider it.
That's for sure.
Moving on, last two things.
Tom Cook.
This is good stuff, dude.
Tim Cook, the goat, CEO, former CEO of Apple, has stepped down officially.
This is not new news.
We announced this about a couple months ago whenever the news broke.
But his successor, John Turner, who is a hardware expert.
He's been at Apple for around 27 years, and he's been very present in the design and manufacturing of most of Apple's hardware devices, including the iPad, the Iwatch, and a number of the phone devices for the last 18 years at least, has officially taken the helm.
And he introduces himself in one single word, hello, which got around 85 million views.
And Impressions on X. Talk to me about this.
There's New King in charge.
New King.
He is coming in hot with the unveiling event next week.
next week, Wednesday, 1 p.m. Eastern Standard Time is the new Apple hardware event where John
Ternis will come on stage, reveal himself as new CEO, and then share the new hardware that is going
to be released. We're expecting a foldable iPhone, which I'm very excited about, a new 18 Pro. There's a whole
bunch of stuff going on. One of the things, though, that I saw that I was most excited about is
iOS 27 has a handoff feature, because one of the things that I've been deciding in my head, and I don't
know about toothbrush, but one thing I will be getting is both of these iPhones. And how do you
decide between a foldable phone with two cameras or a professional phone.
with three cameras, you don't. You get both, and there is a new feature built into iOS 27 that allows
you to seamlessly hand off your phone number between devices, so you can dual-wheeled devices
on a singular plan. That is very exciting to me. Quick shout-out to Tim Cook also like, oh my God,
what an unbelievable run this man had. Just a really decent guy who took an impossible challenge
of following off Steve Jobs and did a really remarkable job of stewarding the company over 15 years
into what was just the most valuable company on Earth.
So I'm excited for this new era.
I'm grateful for the previous one.
And hopefully we'll get some more hardware innovation.
We'll get Apple intelligence.
We'll get new hardware.
We'll get the glasses we've always wanted.
I'm excited for this new era of hardware at Apple.
So to summarize this week, we have around four to five new models.
A lot of them are cheap, but super, super intelligent.
We have a brand new world model.
We have a new toothbrush, which costs around 500 bucks, which will solve all your dental
problems and Josh is going to buy one, two, three, four, maybe five new devices in the space
of between now and the end of the year, which will maybe put him in bankruptcy. We don't know,
but he'll be able to switch between different phones. Apple is going to release so much cool
hardware. Open AI is still going to tease us continually for the foreseeable future until they
release this damn thing in 2027 and I can't wait for any and all of it. If you have listened to this,
this is the roundup. You're done. You have caught up on anything and everything. And if you've missed
some of our earlier episodes this week,
you should probably go check that out.
The hugging face incident was pretty insane
and we did an in-depth coverage of that episode,
within that episode, rather.
And if you haven't shared this with a friend yet, please do.
So if you aren't subscribed to us,
if you haven't left us a comment,
we love hearing from you guys.
Please let us know.
Turn on notifications.
It helps us out massively.
And Josh, is there anything else?
Can we take a collective deep breath
we've made it through?
Like, you have made it through the week.
The crazy week in which all of these models have released,
All this stuff has happened.
You can go enjoy your weekend now.
Enjoy, go.
It's beautiful outside.
It's the end of summer.
Fall is coming.
Get out there.
Get some time touching grass.
And then right back in this seat next week.
Lock in.
It's go time.
The train doesn't stop.
But for now it does.
You're fully caught up.
Thank you so much for watching.
And yeah, we'll see you guys in the next one.
