Meta wrote a $100 billion check before seeing Muse Wonder
Mark Zuckerberg and Alex Wang tell a Stripe-hosted podcast how Meta built Muse Wonder, why the model is the product, and how they justified a $100 billion-plus compute bet.
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Open models went from 30% to 70% of gateway tokens
Misha Laskin, CEO of Reflection AI, covers the cost of reaching the frontier, how enterprises move from renting closed tokens to owning open models, and why openness improves safety.
Enterprises will drop god-models for narrow, owned, controllable ones
Amjad Masad of Replit and Alex Atallah of OpenRouter, newly acquired by Stripe, get into model independence, why general agents fail at work, and whether smarter models deceive more.
AI has flattened the threat pyramid: activists now match nation states
CrowdStrike CEO George Kurtz on No Priors: how AI flattened the attacker pyramid, why defenders need unrefused models, and how CrowdStrike's red-blue loop and open-weight bet respond.
OpenAI's CFO says year-old compute would resell at 3-5x
Sarah Friar, OpenAI's CFO, talks with Declan Kelly about funding capacity for 2030-2035, pricing agents against engineer salaries, and why judgment stays human.
Scaling's 2020-2025 era is over and generalization is the bottleneck
Ilya Sutskever of SSI on why models ace evals yet lag economically, why people generalize better, and how superintelligence should be deployed.
Last year's AI models were good enough; the bottleneck is applications
MIT economist and Nobel laureate Daron Acemoglu on why automation alone fails, why Silicon Valley overinvests in foundation models, and what skills and businesses hold value as AI diffuses.