TBPN Live - Anthropic-OpenAI war, Walmart hits $1T, Gas Town & Vibecoding | Diet TBPN

Episode Date: February 5, 2026

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.TBPN.com is made possible by:Ramp - https://Ramp.comAppLovin - https://axon.aiCognition - https://cognition.aiConsole - https://console.comCrowdStrike - https://crowdstrike.comElevenLabs - https://elevenlabs.ioFigma - https://figma.comFin - https://fin.aiGemini - https://gemini.google.comGraphite - https://graphite.comGusto - https://gusto.com/tbpnLabelbox - https://labelbox.comLambda - https://lambda.aiLinear - https://linear.appMongoDB - https://mongodb.comNYSE - https://nyse.comOkta - https://www.okta.comPhantom - https://phantom.com/cashPlaid - https://plaid.comPublic - https://public.comRailway - https://railway.comRamp - https://ramp.comRestream - https://restream.ioSentry - https://sentry.ioShopify - https://shopify.comTurbopuffer - https://turbopuffer.comVanta - https://vanta.comVibe - https://vibe.coSentry - https://sentry.ioCisco - https://www.ciscoaisummit.com/ai-virtual-summit.htmlFollow TBPN:https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235https://www.youtube.com/@TBPNLive

We're doing a Super Bowl ad. We're ready for the Super Bowl. Ramps in our Super Bowl ad. We're very excited for the Super Bowl just a couple days away. This was a very fun project. Do you want to take us through the thesis and sort of what we put together with this? I just got all the credit, but I had nothing to do with it, basically. There was a very nice post from Blake Scholl over at Boom Supersonic, and he said,

there's Clever, and then there's John Coogan and Jordy Hayes at TBPN Clever. Behold, a master class in marketing, and I had nothing. thing to do with it and not get the credit. This was, of course, Dylan on our team, led the charge here. This is something he's wanted to do for a long time. We had done something similar back your party round. We ran a billboard with a bunch of different friends, companies, customers, et cetera, did really well.

And so doing this is the final stage in terms of advertising. The 15 second spot isn't selling anything. It's simply what co-host, Jordy Hayes calls a love letter to our community. That's really what it is. TBPN is nothing without the community, the people that joined the show. We made the 15-second spot in-house. We featured a bunch of our guests. And then if you've been on the show as a guest, whether it was for five minutes or five hours,

your logo made it in here. So, yeah, this will be doing it a regional buy. We basically looked at where the majority of our audience was, and we bought segments around that. So very excited for Sunday. And I said in Ad Week, it's completely. unnecessary for a media company to buy advertising. The nature of media is that you're constantly putting out things that are promoting the business naturally just through the content. So why do it? We believe in doing things purely for fun. So we're certainly having fun. Some people screenshoted

that and texted me to that. I thought that was a good quote. There was another reason beyond fun. I do think it's an important opportunity to introduce the football community to technology, to business. And that's really that that that's my goal with this ad. Hopefully let people know if you're watching the Super Bowl. Technology. It exists. awareness for technology and business. Let's play the ad. You're watching TVPA. If you're watching this podcast, you've already asked a test.

It's a great question. I think it's super important and awesome. This is going to be one of a hundred bagger. You guys are the number one podcast in the world. The gong hit. This is great. Short, sweet, and we look forward to seeing it live on Sunday. We move on to other Super Bowl coverage because we're not the only ones.

running ads, lots of text people are coming out. Absolutely wild, wild morning. Yes. I was not expecting this out of Anthropic. They basically took, the Vibe War was like effectively relegated to X. Yeah. It just felt like the same 100,000 people saying, it's so over, we're so back, it's over, we're so back.

They're taking it to the main stage, right? And it shouldn't be that surprising, right? Anytime Dario gets on a mic anywhere, he's taking shots at Open AI. But he's not taking direct shots. Not direct shot. He's always... And this arguably is not a direct shot either.

I guess he just said ads are coming to AI. Yeah. Yeah. Yeah. And anyway, so... But truthfully, like a lot of the previous anthropic advertising has been very in their own lane. They've run a number of campaigns that have been sort of above the crowd. We're just thinking.

We're just thinking. We're just thinking. We're your thought partner. This one does feel like it's a response to what's happening in the industry. Clearly, I think we're just excited to spike Sam's cortisol. And I think I think they, They've definitely been watching some height. Yeah, let's, should we just play all four ads?

Let's play, let's play at least one of them. We got to play the height maxing one. That one's particularly funny. Yeah, and you were saying earlier off the show, you were starting to like Anthropic until they came out against that. Yes, yes. I see this as an attack on me.

I see an attack on one advertiser as an attack on all advertisers. I'm pro ads. The Anthropic attack on advertising, it does cross a line for me. It goes too far. And I think that they should be supporting the advertising.

economy. The first ad is can I get a six-pack quickly? Okay. And this one I immediately thought, okay, definitely not just watching clavicular. They're studying. Apparently, let's watch it. I was not expecting this to be the looks maxing Super Bowl. Let's play it. Yeah, this is a violation. Okay, it starts out by just saying violation. Yeah. Perfect. That is a clear and achievable goal. Would you like me to tailor a personalized workout plan? Yes. Perfect. Let me personalize this for you. The lag, slight delay. This is the whole meme on Instagram reels.

People will do impressions of chat Chbettie voice mode like this. 140 pounds. Got it. I'll create a plan that focuses on aesthetic strength training. All right, pause for a second. Like the slight delay. It is iconic. It is so good.

Yeah. And clearly this was written with Chatsypte. No, no. No, no. I'm like, like, it's designed to sound. like it sounds exactly like, got it. I'll create a personalized plan. I don't think that's actually how Chatsyp.

sounds. I think, in fact, when I've watched the Instagram reels, they do the ChachypT impression and it's a little more. Like, this is written for comedy. And so the fact that he says, what does he say, absolutely twice in a row? Like that's something. It isn't just built in the gym.

Try Step Boost Max, the insoles that add one vertical inch of height and help Short King stand tall. What? Use code height maxing 10 for big discounts. Ads are coming to AI. Not to collide is a good ad. The height maxing thing is so crazy.

So crazy to run an ad like this and not even do a call to action. Yeah. That was probably intentional. Well, I mean, they're anti-ad. It's like, you know, you're Google Claude and you land on that. It's so funny. It's just truly the irony of being anti-ad and then just spending. How much do you think they're running?

four individual ads. You can imagine them. This will probably be one of the biggest buys of the Super Bowl. Someone ran the numbers and if they did all, if they aired all four, it would be something like $80 billion or something. I don't think that they're going to run all four. That seems like a lot. Maybe there'll be some regional buys in there. I don't know. 80 million dollars seems like a lot to spend. I mean, it's a big company. They raised tens of billions. So, you know, it's possible. But that feels like, that feels aggressive. There's also bulk discounting. Sure. Again, they could do, they could choose to do regional. And isn't there something where if you buy a massive ad campaign like this, you'll also have to buy in the Olympics as well. NBC sells both. So we could see a rerun

of these or another buy later. Yeah, Super Bowl has an insane amount of demand. Yeah. Vicks has way less. It's insane. I mean, it's, it's incredibly clever. It's also incredibly dirty. I think they're like trying to muddy the water around the ads rollout. Oh, sure, sure. As the ads, the ads that are coming to attribute tier effectively display ads, right? Everybody in the industry by now should know this, yet this campaign implies that the ads will influence the response and that you cannot trust it. Yeah, yeah, yeah. And so it's fair game, but it's like, it's like dirty. Yeah, it's sort of fake newsy a little bit. It's a little spin on top of what will wind up happening. It wouldn't even make sense for the ads to really influence the content. They're probably just going to wind up doing what

Instagram does and just showing you things that you're actually likely to purchase no matter what you're looking at. At some point, I expect that the ads will be certainly targeted. Yeah. Like if you search Yerba Matae, what Yerba Mata should I get? It might show you like what it thinks you should get. And then separately it will have like here's also another ad where you see a sponsored, you know, result and it's flagged and there's a little ad tag or slightly different background color. And people are used to that. So I don't think anyone really expects, you know, ads as they roll out in chat chitie to be some major violation of the social contract of what people understand ads to be. But what's interesting is that they don't actually say opening eye. They don't say chat chachy t. This is just what comes to the territory

when you're the dominant player. Someone can just take a shot at the category. Yeah. And it feels like it's a shot at you. And it's sort of a champagne problem. Let's pull up the next one. How do I communicate better with my mom? They went off with this. Great question. Improve communication with your mom can bring you closer. Here are some techniques you can try. Start by listening. Really hear what she's trying to say underneath her words.

Build conversation from points of agreement. Find a connection through shared activity. Perhaps a nature walk. Or if the relationship can't be fixed, find emotional connection with other older women on golden encounters. The mature dating site that connects. dating site that connects sensitive costs with warring cougars for anthropic yeah they haven't been like it's not it's not it's not it's not classy yeah like it's it's i'm not saying

it's it feels it feels appropriate for the super bowl this feels like the level of humor that you would see in super bowl ads like if this was a bud light commercial i'd be like okay but yes i agree with you it feels like totally unexplored territory for them it's yeah it is a little low class bulgar it's spicy it's spicy it's yeah it's maybe maybe All right, pull up the next one. Deception. So, what do you think? Absolutely.

That's such a fun and creative business idea. You've got something really special here. Getting started can feel daunting. I can make a step-by-step mini business plan. Do you want me to do that? Yeah. Absolutely. Here's some steps you can take.

One, research. Really get to know your audience. Two, think of a catchy name and start your social presence early. Three, new businesses often struggle with cash flow. So try quick-day loans because girl bosses need CEO money quick. Whoa. 400% APR rates may vary, possibly doubling or tripling without notice. What?

Would you like to make a quick credit check? Incredibly well-played and incredibly dirty. Yeah, it's the worst possible. outcome in an ads world, but so easily avoidable and Open AI has been messaging. And I would not do this for ages, and they've stated this multiple times on podcasts and in blog posts and in essays. They've been beating the drum on this for a long time that clearly they will gate who is allowed to advertise what the context is, how these ads will be displayed. There's a million ways to land. I was trying to find examples of these type of Super Bowl attack ads

from like the history of Pepsi and Coca-Cola, Apple, and IBM. Well, yeah, yeah, the I'm a Mac guy. Yeah, the I'm a Mac guy. And none of them were as direct. The 1984 ad was saying, like, IBM is authoritarian dictator. It's like so aggressive. But still, it wasn't as, like, the timing here is a big factor, right? Right when the ads were rolling out, just, like, really muddying the water.

I don't know. Obviously, Open AI is going to do, is going to do fine. but this really makes their life a lot harder. That one was also funny because she's like, absolutely, and that's what, like, Claude usually says. You're absolutely right, that's like a Claudeism. That's a Claudeism. Yeah, that's not Chachibati.

What is Chattuetea usually say? I don't know if there's, like, specific phrases exactly like that. Well, the specific phrase that I think of is like, it's not this, it's that. And I didn't hear that coming through. Yeah. It's interesting. I don't know. Do you think these are going to be effective?

Well, that's a question. So really bold campaign for a company that has a, been able to consistently crack the top 25 of the iPhone app. In consumer. And so my question is like, does this mean they're going into consumer or is this purely to piss off Open AI and make their life harder? Yeah. Like there's a world where there's where there's business leaders. Like is this like somebody's walking by and you just stick your foot out and try to like trip that? A little bit. That's kind of what it feels like. It does feel like viable. I feel like consumers so far gone. I mean, we'll see. We'll see. Maybe at the end of the Super Bowl, we'll check the app store charts, and Claude will be up at the top because so many people have seen this. They thought it's funny. But it does feel like such inside baseball. I bet a lot of AI consumers don't even know that ads are coming. But again, they're not even pushing. They're not actually trying to push downloads with this. Or they would put a call to action. Yeah. Or QR code. Like download the app now. Ad free. Ad free AI is here with Claude. Like download this thing. I can see it being beneficial in just terms of preparation for the IPO, right?

There's a lot of people that are just retail investors that aren't aware, that aren't really super aware of Claude, right? They might have heard of Anthropic. They actually aren't really aware of their different products. I just think, like, if you're an enterprise that's deploying AI APIs and LLMs, like, into your organization, like, you're not worried about the ads product in ChatchipT. You're like, oh, yeah, like Open AI, Codex is this quality, Gemini 3 is good for this, and Claude 4.5 is good for this, and, like, my team will deploy and will look at costs and parado curves.

It doesn't feel like any, any CIO or CTO of a big company is going to say, like, oh, like, I couldn't possibly use Open AI in a business context. Gabe says, ad-free AI is here with Claude. Ask three questions before hitting limits. Does this ever come back to bite them? Because the idea that you're going to offer products to consumers and never monetize transactions, never monetize commerce, never run ads, It hasn't really been done in the history of the internet, even Spotify, right?

Netflix. They always be over, over. Yeah. Look at Apple. If the Clod app does go to the top of the app store, if they do wind up eclipsing chat GPT and become the most dominant force, like, no, it is really funny if you drive a bunch of people to an app that has pretty low usage limits. Sure.

They try it for a little bit. And they're like, they're not going to notice that the model might be better. They're just going to be like, ah, I'm going back to chat. I want to see what the battle between Mac, Apple, and Windows looked like. This is maybe back in 2006, 2009, the I'm a Mac, I'm a PC campaign. It's a 10-minute compilation video, but we can just watch like the first one. It's on YouTube. Hello, I'm a Mac.

And I'm a PC. Because they get viruses. Zintite, you okay? No, I'm not okay. Because PCs got viruses, Macs didn't. Yeah, there it goes. Oh, yeah. You better stay back, this one's a doozy.

That's okay, I'll be fine. No, no, do not be a hero. Last year, there are 114,000 known viruses for PCs. PCs, not Macs. So, you just grab this. I think I got to crash. Hey, if you feel like, that'll help. Good.

Is this that far off? And I'm a PC. And I'm a PC too. And I, what? Yeah, see, now you can run Mac OS10 or Windows on a Mac. So in a way, I'm kind of like the only computer you'll ever need. Wow, duché. I, no, I don't think you're used.

using that right. Tushé. No, listen, so you can only say, too-shae, if you make a point that I make a counterpoint, you see, so I said I run Windows, but you haven't made a point yet. Let's try it again. You can get a Mac and still run all your Windows stuff. Tushay.

What do you think? I mean, they're not taking a shot at Windows specifically, or Microsoft or Dell. It's like all, it's the whole category, but everyone knows it's really, you know, Apple versus Microsoft. It's not that far off. It's certainly not edgy. It's certainly not edgy.

Like it definitely fits. Yeah. So Anthropics edgy. Yeah. It's also a timing thing where again, they're actively trying to make their, and again, I'm not saying anything of this is not fair play technically, but the gloves are, the gloves are off. Yeah. It does feel like, and there is zero, I will go out now and say, I would say there's effectively

a zero percent chance that Open AI can win the Super Bowl this year. They will be running an ad. It would be insane if they didn't run an ad. It would be a huge mess opportunity. It just goes way harder. Sam calling out Dario by name directly. It's like, Dario, you suck. Just a diss track.

Yeah. I mean, maybe, yeah, yeah, just a bunch of Sora slop. Yeah. The other thing is opening, I really doubt can react to this now. Oh, yeah, yeah, yeah. Like the right, like, if this had dropped like a couple weeks ago. Yeah. They would have been able to say, hey, we need to respond to this, but they can't now.

Then they wind up waiting. Has the right word. What is it? He says it's propaganda. IMO. It really is. Again, they're just kind of calling out the category, being general about it. But they're implying that ads are going to influence.

It's fear mongering. Yeah, it's fear mongering. That the AI that you're used to being truthful and accurate and not trying to sell you some slot product will. They took like Mark Cubans, like main concerns. Totally, totally. the things that he had been going on and on and on about, that everyone is like, hey, dude, you can calm down. Like, that's not how it's going to work.

Yeah, yeah, yeah. And then they just, like, went with his point of view. Yeah, yeah, which is a little out of dated. Yeah, I was going to say, like, it feels like the vibe war is, like, really heating up, right? Like, over the summer, there was talent war. Yep. It's kind of like, okay, we got your guy, but on Twitter. And it was all leaks behind the scenes.

Like, Mark Zuckerberg didn't even really give an interview during that whole time. Yeah. And there was, like, that leaked memo from Mark Chen saying, like, I feel like something has been stolen from us. And now you're seeing at Davos. They were not coming out and saying. Yeah. At Davos, like, Dario is like basically. Yeah.

I mean, he's still not saying Open AI, the words, I think. Yep. But he's saying, like, companies are doing ads. There's only one company that's doing ads. Yeah. Katie, the CMO of OpenAI, fired back. She says chat GPT has more free users in Texas than odd has globally. Boom.

Let's watch some of these other Super Bowl ads. I would say this is the worst ad I've ever seen. Okay. Let's play General Motors robot. They've tried to scrub this from the web, but we're bringing it back. Let's play it. Robot makes a mistake. General Motors.

You make cars. We made catalyx. Okay, robot makes a mistake. Leaves the factory. Gets fire. Whoever produces that is not going to do well in the singularity. You did not consider Rocco's vassalus. Oh, sign holding.

Cadillac going by. Well, now the robot's trying to get a new job. Okay. Robots working at McDonald's or something. Robot goes to the bridge. This is like, who approved this? Robot watches the Chevys drive by, the General Motors cars, and jumps into the water. And then wakes up?

The GM 100,000 mile warranty. It's got everyone a GM obsessed. Like, how do you run this at? Oh, so it's saying, like, we care so much about the 100,000 mile warranty that, like, we will end it all if it doesn't, if we don't stand by it. I think so. That's crazy at. Obviously, they got an insane amount of pushback from people saying, like, hey, you're,

you're effectively advertising, like, the darkest thing ever. No, really sad. Like, ridiculous. Well, the bar has been lowered, so don't worry. Incredibly, incredibly well played by Anthropic. So you think it'll be effective. Well, that's, I'm not even sure they care about it being. effective. This is effective.

Like the fact that people are talking about it. People that right now on the timeline, people are dunking and being like, oh, good point from Anthropic. Yeah. They're scoring points in teapot and acts. And they're able to score some points in the real world and just make, like, senators are going to see this.

Yeah. That's wrong. Yeah, I mean, the whole like senator, we sell ads thing in Facebook. Like, they're stealing your data. That whole thing is like very like it's still, it's still a meme. It's still a thing in the general population. which is unfortunate because advertising is the greatest business funnel ever. Companies don't want your data.

They want conversions. They want you to purchase. They want a black box where they can put money and then get customers and get money out. That's it. I've run businesses that advertise many times and I don't want to know anything about these customers. I just want to know they're ready to buy and they're down and send them the link. We got to bring down the mallet from the heavens because we got to ring the gong for Walmart. They reached $1 trillion in market cap as e-commerce booms.

Let's bring it down from the Lambda Cloud. Hit it. Let's understand what's going on with Walmart. What's going on with Walmart? They've been written off. Amazon was going to kill them, but seems like the retail behemoth is growing faster than ever. Let's see.

The achievement places Walmart among a small but growing club of companies that have a 13-figure value. Amazon, NVIDIA, Meta, Microsoft, in trading Walmart stock passed $125 a share. The stock has surged in recent months fueled in part by Wall Street's enthusiasm for the growth of the company's online business, as well as an investment in automation and AI technology aimed at improving efficiency. Sales have also ballooned as more shoppers have turned to Walmart for low prices, fast delivery and broad selection. The change at Walmart over the past decade, culminating with its trillion dollar valuation, has been seen. as a profound shift at a retail company that we've ever seen. Walmart's growth, along with Amazon's,

create challenges for competitors, he said. Meanwhile, Bentonville, Arkansas-based company will have to navigate the ascension of a new chief as longtime executive John Ferner took the helm this month. Most of the 11 companies that at any point reached $1 trillion are technology focused, even though Berkshire Hathaway is in there and Eli Lilly is in there as well. A decade ago, some Walmart investors didn't see the company's success as a sure thing. Rival Amazon was growing fast. The then new Walmart CEO, Doug McMillan, was investing billions to raise worker pay, clean up stores and grow online. Investors wanted to see whether the investments would pay off.

Walmart's market value was $212 billion at the end of 2016. Warren Buffett's Berkshire Hathaway famously sold a large portion of its long-time stake that year and fully exited the position by 2018. Retail is changing so much, I don't think I understand it as well as I need to, Buffett said. Walmart's sales have since soared propelled by e-commerce. then the pandemic, followed by shoppers more recent hunt for lower prices amid inflation. The company accelerated home delivery capabilities and can now deliver orders the same day to 95%

of U.S. households. So they've like fully responded to Amazon Prime, which was the main differentiator for a long time. Yeah, Yusuf in the LinkedIn chat says Walmart is just super secretive about its capabilities. He has previously was over at Walmart. Thanks for leaking it to us. Sox on X says nobody talks about Walmart much in the age of tech giants, but if Sam Walton's fortune hadn't been split up, it would still be a fair bit greater than even Elon's, and they're still the largest. That was true back then. He posted this six months ago. I think he was way above this now.

I mean, a lot of this, a lot of this growth has to be because of the rebrand. We got to talk about the Walmart rebrand. You've seen this? Okay, let's pull up the graphic and see. Whoa. That's probably driving. Stunning and brave. That probably adds 600 billion to the market gap, right? I mean, easily, easily. They really just did a slightly bluer, slightly bluer background, and they called it a day. Let's go over to gas tax. what I wrote about in today's newsletter. And I want to pull up this very simple to understand graphic. As soon as you see this,

Gordie, you will understand how Gastown works. I get it. Robert says, Gastown is the modern-day Temple OS. You have to be on the spectrum to design something that's insane. My theory is like there's a lot of excitement about this project. You might already be familiar with Gastown. The broader category is called orchestration, how you orchestrate a whole bunch of different agents.

And Steve Yeggy wrote a great breakdown of his new Mad Max. themed orchestrator. He says it's a new take on the IDE. It's called Gastown. Now he's getting one call per day from VCs, asking to invest, apparently. And so it's basically a continuation of the developer experience,

and he maps out how this evolved. So, you know, you used to write code in a text file, save it, executed in a terminal. Then we got basic IDEs with some code completion, links to file systems, repels, etc. LLM chat windows work their way into the IDE, eventually,

with a coding agent asking you, for permission to run tools, run code. Once models got better, developers trusted them more. And the IDE sort of melts away and you're basically just interacting with the agent. So Carpathie has put it, he says, your code writing skill atrophies, but your code reading skill improves because you're prompting and then you're just reading the review and you're saying, okay, yeah, this is going to do what I think it's going to do, we'll test it. And so the most popular workflow currently is probably a single agent, CLI. So Claude Code, Codex, Gemini, CLI are the most popular.

They all have web and desktop front ends now, but it's sort of too soon to tell how fast those will get adopted. Gastown is like way, way more aggressive going fall into vibe coding. So you will die if you don't know what you're doing. It's like very risky. There's tens of thousands of people using this. Some folks have dozens of accounts with the big labs because they're maxing out their subscriptions. They're like, I got the 200-month plan over here. I ran out rate limit, so I got another one.

I got another one. Some of them get flag for fraud. like it is boom time in gas town. The town is your HQ. This allows you to work on multiple projects. The projects are called rigs. And then you sort of play, I guess that's the word, as the overseer. You're the boss.

But you also have a mayor who reports to you, like a chief of staff. That's an agent that you talk to. And the mayor kicks off work convoys to different agents. They're called like pole cats. These are ephemeral agents that go and do like one little thing. And then they write code. That code lands in a merge queue. But then you have another role, another.

agent called a witness that oversees all the pole cats to help them get unstuck. And then there's a deacon that goes around, patrols the town, find stuff that's like, needs to be taken out or deleted. There's dogs that do maintenance, like cleaning up code branches that have gone stale. There's a crew that are specific to a particular project, and those are longer lived than pole cats. So if you have like back and forth design work, you'll create a member of the crew who he says you'll love and you'll develop a relationship with.

and you'll be updating their agent workflow and their skills so that, you know, days later, you can go back to the same agent about how you're architecting the app, and it has all the context, whereas the Polkats are just off doing one little implementation at a time. It's a lot. It's very cool, and it feels like a glimpse of what's coming this year. Orchestrators, it feels like these are the next, it's the next easy unhobbling that will cause another doubling in the meter software engineering time horizon. benchmark. If you remember that benchmark for how long a software engineering task can run without

going crazy, it used to be a couple minutes, then it became a couple hours. If you set up your gas town appropriately, you could potentially do weeks of software engineering work autonomously. Do you have more context on the meter, Eval? I mean, meter only does LLMs. Yeah, it's not the actual model running for like four hours. It can do a task that takes people four hours. Exactly. You could imagine getting a week's worth of software engineering work done with sort of a single prompt or a single setup. So basically if you're working on AI agents and you just pivoted to building a harness, pivot to orchestration. It does feel like it might be like the next hot keyword that we're seeing. Orchestration market map, orchestration, you know, all sorts of stuff. There's going to be a lot of

people spending 15 grand to recreate a game that's 60 bucks. Totally, totally. But if it has me in the game, maybe I'll play it. Who knows? We have some breaking news. Sam Altman has responded to the Anthropic ads. He says, first, the good part about the Anthropic ads. They're funny, and I laughed. I like it. But I wonder why Anthropic would go for something so clearly dishonest. Our most important principle for ads is that we won't do exactly this. We would never obviously run ads in the way Anthropic depicts them. We are not stupid, and we know our users would reject that. I guess it's on brand for Anthropic double speak to use a deceptive ad to critique theoretical deceptive ads that aren't real, but a Super Bowl ad is not where I would expect it.

More importantly, we believe everyone deserves to use AI and are committed to free access because we believe access creates agency. More Texans use chat GPT for free than total people use Claude in the United States. So we have a differently shaped problem than they do. Anthropics serves an expensive product to rich people. We are glad they do that, and we are doing that too, but we also feel strongly that we need to bring AI to billions of people who can't pay for subscriptions. We are committed to broad democratic decision-making in addition to access. We also are committed to building the most resilient ecosystem for advanced AI. We care a great deal about safe, broadly beneficial AGII, and we know the only way to get there is to work with the world to prepare.

One authoritarian company won't get us there on their own. to say nothing of the other obvious risks is the dark path. In general, like, again, I think Sam has to admit that the ads are, like, pretty entertaining, and it's just such a wild move. Unexpected from anthropic, given that I'd say, like, from a brand standpoint, going with, like, the sort of edgy adult humor was unexpected. But, yeah, ultimately it's deceptive. Like, they're trying to mislead people about OpenAI's ad product.

Yeah, it's not corn syrup. Like, the entire strategy of the campaign, is clearly not to drive downloads. It's fun. It's fun. Plant the bomb. Spotify, podcast, five stars. Please sign up for our newsletter, tbPN.com.

Goodbye.