00:09:53 · John Coogan, Jordi Hays
[00:09:53] S1: Huge. Huge news. Huge news. Yeah. People are going back and forth. GBT 5.6 is a Porsche. Fable's like warp drive. I had a different experience. A fable is an f one car. 5.6 Solit Ultra is a Tesla Model x Plaid, does it find things that Fable misses during plannings and coding? Yes. Most of the time. But for the hardest problems, does Fable routinely find things that Fable that five point six doesn't? Also, yes, some of the time. Is five point six way faster and affordable? Yes. With an unlimited token budget, what am I currently using? 95 per 95 plus percent of the time, GPT 5.6 from Sikhi Chen. So interesting take that the Pareto frontier is alive and well, and everyone's duking it out for their slice of the AI opportunity. Very interesting seeing how the market share is shifting while during a time of acceleration, you have multiple companies that are growing revenues, even accelerating revenues, while market share is declining because the overall market's growing so fast that you that if you're only growing at 300% and someone else is growing 400%, you're losing market share where you have, like, one of the greatest businesses by modern metrics. Very, very interesting dynamics in AI. [00:11:04] S0: It's also funny because yesterday with Ben Thompson, you were like, it's some slow summer. [00:11:08] S1: And then in in [00:11:09] S0: the in the span of twenty four hours, you get Mach four five Muse 1.1. [00:11:16] S1: Yeah. I mean, this I don't know. This isn't this isn't as dramatic as the AI talent wars. It's not as dramatic as
00:11:16 · John Coogan, Jordi Hays
[00:11:16] S1: Yeah. I mean, this I don't know. This isn't this isn't as dramatic as the AI talent wars. It's not as dramatic as [00:11:24] S0: Rippling deal.
00:11:26 · John Coogan
[00:11:26] S1: Yeah. Yeah. This is this is new technology. And and there's only so much to there's only so much of a take to be given around these things. Although, AI twenty forty launched today, the sequel to AI twenty twenty seven, that's something that's more of a thought provoking piece that you can debate and interrogate and and talk through. I'm sure we'll go through some of it because they pose a couple interesting couple interesting ideas of where where AI might go and where they want it to go and how they want the industry to develop, sort of advocating for a slowdown generally. But it's an interesting way they puzzle piece all the different geopolitical chips on the table around. What else? Of course, people are joking about the lead is widening because the the Anthropic and OpenAI version numbers over time, g p d six is predicted, and it is it the the the model numbering, we were talking about this this morning that the numbers, they sort of don't mean anything anymore. Do the model numbers mean anything in particular? It used to be the the model number was the pre train, and then the and then the version number was the post train, but then that sort of got flipped around. And now it's just like, are you do you feel like you're competing at a four class or a five class? So I wouldn't be surprised if we saw, like, Muse Spark not not release Muse Spark two, but Muse Spark six or five and jump straight. I mean, Samsung wound up doing this where they jumped to the year, like, sort of like the car manufacturers where, you know, there's a five series BMW, but then there's also just the 2027 because that's the actual model year that's relevant.
00:13:14 · Jordi Hays, John Coogan, Jeffrey Morgan
[00:13:14] S0: Twenty twenty seven five series. [00:13:16] S1: Yeah. Which is sort of odd. And and we're sort of, like, duking it out between those. Do you have [00:13:21] S3: Yeah. I mean, I think post reasoning models, you just have, like, a different way to scale the models besides just pretraining. Yeah. So it's hard to bake that all into one number that, like, is, you know, evocative of of both those, like, two ways.
00:13:32 · John Coogan
[00:13:32] S1: Yeah. So the number is is becoming closer to the year in the in the second decade of the twenty first century, basically. It's just like, is this on the frontier in 2026? You'll probably see a six by the end of the year in front of the models that are leading in in the year 2026, something like that. I'm very interested with Google strategy because the the rumor is that 3.5 Pro will be coming out this next week, I believe. But I it was it's very odd going into the Gemini app right now and seeing that there's 3.5 flash, but then you have to go back to 3.1 pro. I think 3.1 pro is the most advanced model, but they default you to 3.1 flashlight. And I would expect them to jump just forward to four, but I think that they're gonna do 3.5 Pro, but it's been a little bit of a slower cycle there. As silly I mean, obviously, all these numbers don't really mean anything. They're marketing terms, but they they I I still think they do actually stick in people's mind, and so there should be some strategy around them. But, anyway, before we move on to our next story, let me tell you about the New York Stock Exchange. Wanna change the world? Raise capital at the New York Stock Exchange. So Mark Zuckerberg is on a press tour. He's talking to the legacy media for the first time in a long time. Andrew Bosworth, the CTO of Meta, also did an interview with the head of The Atlantic, dug into some of the launches around the glasses, and then also had a whole discussion in that podcast around the goals of the keystroke logging thing. And, it was it was interesting. I mean, it was framed as, you know, like a tough interview around, surveillance in the workplace, and it certainly the headlines were very scary. I don't know where I sit on it because I've I I kind of always assume that everything you do at work is logged in the sense that, like, if you're on a work computer and every web page you visit is is going through the network and monitored for traffic and security purposes, and all the code you write and all the emails you write and all the documents are stored in a shared document. It's like it's it doesn't seem that crazy to go to keystrokes because everything is already so monitored.
00:15:57 · John Coogan, Jordi Hays
But he was framing it as more of an experiment, something that they weren't sure was gonna pan out, something that they allowed everyone everyone at Meta so there were certain sections of the workforce that were by default opted out, so anyone who was working on, like, confidential or sensitive information was opted out of that program by default. He said he himself, Andrew Bosworth, was opted out of that program because he has a bunch of legal holds because they're getting sued all the time. So they can't be recording everything, I guess, that he's doing, because then that would be admissible in court. And so all of a sudden, the lawyer who's suing him would be would say, okay. Great. In the email, you said, you know, we we don't wanna do this. But before you [00:16:47] S0: type that Well, let's see your writing process.