WEBVTT

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For decades, biology had this this dirty little

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secret. Researchers would look at the human genome,

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three billion letters of code, and they basically

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shrug at most of it. Yeah. They told us that

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98 percent of our DNA was just junk. Just biological

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noise, leftovers from evolution that, you know,

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didn't really do anything. It's honestly wild

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when you think about it. It's like reading a

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book and assuming 98 percent of the pages are

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just typos because you don't understand the language.

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Exactly. But then all of a sudden, the lights

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turned on. We just found the instruction manual

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for that 98%. And at the exact same moment, we're

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decoding the biological noise inside us. We are

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drowning in digital noise outside of us. Andres

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Karpathy just dropped this huge warning about

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a slopocalypse coming later this year. Two frontiers

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colliding at once. One unlocking the code inside,

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the other just drowning us in code outside. It

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is going to be a wild Wednesday. Welcome back

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to The Deep Dive. It is Wednesday, January 28th,

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2026. I hope you're having a thoughtful week.

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I'm your host. And I'm ready to break this all

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down. We have a fascinating stack of reports

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today, and it really feels like we are living

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in a moment of incredibly high contrast. Oh,

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totally. We're seeing the microscopic and the

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macroeconomic shifting at the exact same time.

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It's like the interior architecture of, you know,

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of... Humans and the exterior architecture of

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the Internet are both being rewritten simultaneously.

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Exactly. So for you listening in, here is the

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roadmap for today's deep dive. We are going to

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start with DeepMind's Alpha Genome. They have

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essentially turned the lights on in a very dark

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room of human biology. We need to understand

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why that 98 % matters so much. Then we're pivoting

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to... A classic David and Goliath story. A 30

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-person startup called RCAI just took on Meta

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in China for $20 million. Yeah. Spoiler alert.

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They might have actually won. We will also talk

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about the agentic future. Yahoo, Chrome, Amazon,

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everyone is pivoting to agents and it is costing

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jobs. I mean, 16 ,000 people laid off at Amazon

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alone. Right. We have to talk about the economics

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of that. And finally, we'll hit some rapid fire

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tools, including something people are calling

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the Siri killer and the tools you might need

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to survive this slope apocalypse. Okay, let's

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do it. Let's start with the biology. This one

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really caught my attention because junk DNA is

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a term, you know, most of us learned in high

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school. It was just an accepted fact. It was

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dogma. It was written in the textbooks. For the

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longest time, science focused only on that 2

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% of DNA that codes for proteins. The genes that

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make your eyes blue or your hair curly, that

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kind of stuff. Right. The rest, the non -coding

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DNA was treated like packing peanuts, just there

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to fill space. Which in hindsight, calling it

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junk was pretty arrogant of us. We just assumed

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if it didn't make proteins, the building blocks,

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it didn't matter. But nature is rarely that wasteful.

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No, nature doesn't carry around 98 % dead weight

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for millions of years. But now Google DeepMind

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has released Alpha Genome and this, this feels

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like a watershed moment. This is the missing

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piece. Alpha Genome is an AI system that predicts

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how mutations in that mysterious 98 % affect

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gene expression. Okay, let's pause on gene expression.

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I want to make sure everyone really gets that

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concept. When we say it affects expression, what

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does that practically mean? Okay, think of your

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DNA like a massive house with thousands of light

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bulbs. We've known where the light bulbs were

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for a long time. Those are the protein -coding

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genes. But a house isn't just the bulbs. It's

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the wiring behind the walls. It's the dimmer

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switches. It's the whole fuse box. So the junk

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was actually the wiring. Exactly. The non -coding

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DNA tells the genes when to turn on, where to

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turn on, and how brightly to shine. Alpha Genome

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is essentially mapping that wiring for the first

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time. It tells us if you cut this wire here in

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the non -coding region, the light in the kitchen

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goes out. That is a huge shift in perspective.

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The source material used a really helpful analogy

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here about stacking blocks of discovery. I found

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it really helped me contextualize where Alpha

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Genome sits. Yeah, I love this visual. It shows

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how AI has just systematically conquered biology.

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So first you had Alpha Fold. That solved protein

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structure. That was figuring out the actual shape

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of the legal blocks. Which was huge for drug

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discovery, because if you know the shape, you

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know how to attach things to it. Precisely. Then

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came alpha -mescence. That showed us what happens

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when the blocks break or mutate, but only within

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the coding regions. And now alpha -genome. It's

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the final layer. It combines multiple massive

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data sets on gene regulation to show us the rules

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for the non -coding regions. It can predict how

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a single letter change in the junk can cause

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a gene to malfunction. It is staggering when

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you actually think about it. We are effectively

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turning the human genome into a programmable

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map. We are. But I have to ask, why now? I mean,

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why was this the hardest part to crack? Because

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the signal -to -noise ratio is just terrible.

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In coding regions, there are strict rules. Three

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letters equals one amino acid. It's a clear language.

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In the non -coding regions, it just looks like

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random chaos. You need massive transformer models,

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basically the same tech behind ChatGPT, to look

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at that chaos and find the subtle patterns that

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human eyes could never see. Now, we should temper

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the excitement just a little bit. The report

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mentions this isn't clinical grade yet, right?

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You can't go to your doctor tomorrow and get

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an alpha genome scan. Correct. It is strictly

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a research tool right now. And it's currently

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only trained on humans and mice. So don't expect

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it to cure rare diseases by next Tuesday. But

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that raises a question for me. If it's just a

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research tool for now, why is this a headline

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breakthrough? Why should the person listening

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care about a mouse model tool? Because it unlocks

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the 98 % of instructions that actually control

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our biology. That is the key. It shifts the entire

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map of discovery. It does. Speaking of shifting

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maps and finding efficiency where we didn't think

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it existed, let's pivot to the world of large

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language models. Let's do it. From biological

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code to synthetic code. There has been this narrative

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for a few years now, the scaling laws. You know,

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if you want to build a frontier model, something

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that can reason, code, write poetry, you need

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billions of dollars. You need to be open AI,

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anthropic or meta. You need a warehouse full

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of H -100s and the GDP of a small country. That's

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the rule. Or so we thought. Enter RCAI. This

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story is just... They're a scrappy 30 -person

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startup. They don't have a massive campus or

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Microsoft backing them. And yet they just released

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a model called Trinity. A 400 billion parameter

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model built from scratch in six months. For $20

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million. That number is just absurdly low in

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this industry. Usually $20 million is the coffee

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budget for these training runs. We are used to

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seeing training costs. In the hundreds of millions.

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So how did they do it? Is it some sort of magic

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trick or did they actually find a better way

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to bake the cake? It's efficiency over brute

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force. The CEO, Mark McQuaid, he's an interesting

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character. He came from Hugging Face. He realized

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that most of the data giants feed into these

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models is actually, well, junk. Kind of like

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the junk DNA we were just talking about. So they

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just curated the data better. Aggressively. They

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focused on high quality, dense information. They

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also used really advanced model merging techniques,

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taking the best parts of different training runs

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and stitching them together. And his motivation

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was fascinating, too. It wasn't just about saving

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money. No, it was ideological. He wanted independence.

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He didn't want to rely on China -sourced models.

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And he was tired of Meta changing their licenses

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all the time. He wanted a sovereign U .S. model.

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Yeah, so he just built his own. And the performance

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isn't just good for a startup. No, it's legitimately

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competitive. It benchmarks against Meta's Lama

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4 Maverick. It also goes toe -to -toe with China's

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GLM 4 .5. And the report says it actually wins

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in some key areas. In coding, math, and reasoning

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tasks, you know, the hard stuff, it beats them.

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It might lose on creative poetry or writing a

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generic email, but for logic, it's a beast. That

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is significant. It comes in three flavors, right?

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Yeah. You've got base. which is the raw model,

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large preview, which is instruction tuned to

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be helpful, and then TrueBase. TrueBase. That

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one sounds interesting. What makes that different

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from just a regular base model? It's zero post

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-training. It's designed for labs or companies

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that want a totally clean foundation to build

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on. Okay. See, most models come with safety filters

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or biases baked in by the company that made them.

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TrueBase is pure clay. You can mold it into anything

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you want without fighting the original creator's

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hidden rules. This really disrupts that whole

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bigger is better narrative. It suggests efficiency

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might actually matter more than raw capital.

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It proves you don't need a trillion dollar market

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cap to compete at the frontier. It implies the

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moat that Google and OpenAI built, that we have

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more money than God, moat. might not be so deep

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after all. So let me push you on this. Does a

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$20 million model actually threaten a company

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worth trillions? Or is this just a nice niche

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product? Yes, because it proves efficiency and

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open access can outmaneuver raw cash. It pushes

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the intelligence to the edge. And that efficiency

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is accelerating everything. Which brings us to

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our third segment, the agentic shift. And this

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is where things start to get messy. We are seeing

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a massive rollout of agents. And when we say

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agents, we don't just mean a chatbot you talk

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to. We mean software that goes out and does things

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for you. Right. Action -oriented AI. Yahoo just

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launched Scout, which feels weird to say. I mean,

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Yahoo is back in the innovation game. Which is

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pretty cool, actually. It lets you chat with

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Claude while you search the web. But the key

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thing is... Real links, no hallucinations. It's

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grounded in Yahoo's index. Then there's Google

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Chrome. It's basically becoming an agent now.

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Oh, yeah. Chrome is eating the entire OS. It's

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doing everything. Auto -browse, side panels,

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editing images. It's not just a browser anymore.

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It's a doer. It can log into your Gmail, find

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a receipt, and update a spreadsheet without you

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clicking a button. Exactly. An Airtable -launched

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super agent. that one is for the real power users

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for sure it can run 20 task specific agents at

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once to compile research reports i mean imagine

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having 20 interns working in parallel for 30

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seconds that's super agent and of course mark

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zuckerberg is teasing meta's 2026 plan personal

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super intelligence for commerce which is really

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just code for agents that buy things for you

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and harvest your data They want an agent that

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knows you better than your spouse, so when you

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need toothpaste, it's already ordered. But there

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is a cost to all this speed, and this is where

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the tone of the reports gets a bit darker. Andres

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Karpathy, one of the godfathers of modern AI,

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is warning of a slipocalypse in 2026. I love

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that word, slipocalypse. It's terrifyingly descriptive.

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What exactly is he worried about? It's the supply

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and demand of content. Agents like Claude and

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Codex have just gotten too good too fast. We

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can now generate 1 ,000 blog posts, a million

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comments, or 10 ,000 videos in minutes. We're

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generating content faster than we can possibly

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process it. Exactly. We are flooding the entire

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digital ecosystem with slop. Low -quality AI

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-generated noise designed to be read by other

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algorithms, not humans. It's the dead internet

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theory coming true. Agents writing slop for other

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agents to index. And this sufficiency is hitting

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the workforce hard. Amazon just laid off 16 ,000

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people. That's the second major cut in three

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months? It is. And the internal memo was leaked.

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They explicitly said it was too streamlined for

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the AI race. That is the brutal reality of this

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agentic shift. Companies are trading headcount

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for compute. They look at the budget and say,

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why pay a middle manager 100K when 10K of GPU

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credits can run an agent that does the same reporting?

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It's a massive capital reallocation. And it's

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not just Amazon. I mean, look at Anthropic. They

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just raised $20 billion at a $350 billion valuation.

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But look at their cash flow. They don't expect

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to be positive until 2028. So it's a high -stakes

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gamble, high revenue forecasts, $55 billion for

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2026, but a massive, massive burn. It's a land

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grab. And the territory is our attention and

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our jobs. They are betting that whoever builds

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the best agent controls the whole economy. I

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have to admit, reading about all these super

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agents that can run 20 tasks at once, it makes

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me feel a bit inadequate. Oh, totally. There

00:12:24.159 --> 00:12:25.779
was a piece in the source material about the

00:12:25.779 --> 00:12:28.720
real reason you're still slow with AI. I related

00:12:28.720 --> 00:12:31.740
to that so hard. Even you. You track this stuff

00:12:31.740 --> 00:12:33.279
for a living. You're supposed to be the cyborg

00:12:33.279 --> 00:12:36.899
here. Absolutely. I look at these tools. Airtable

00:12:36.899 --> 00:12:39.980
running 20 agents. And I'm still just trying

00:12:39.980 --> 00:12:42.379
to write a good prompt. I find myself falling

00:12:42.379 --> 00:12:44.879
into old habits. Right. I'll default to doing

00:12:44.879 --> 00:12:47.379
things manually just because it feels safer or

00:12:47.379 --> 00:12:49.059
because I don't quite know how to articulate

00:12:49.059 --> 00:12:51.840
what I want to the AI. It's actually comforting

00:12:51.840 --> 00:12:53.659
to hear that. I think a lot of listeners probably

00:12:53.659 --> 00:12:57.320
feel that same AI anxiety. I still wrestle with

00:12:57.320 --> 00:13:00.100
prompt drift myself. I feel overwhelmed rather

00:13:00.100 --> 00:13:02.799
than optimized half the time. It's the paradox

00:13:02.799 --> 00:13:05.159
of automation, right? The tools get faster, but

00:13:05.159 --> 00:13:06.940
we still have to direct them. And that's the

00:13:06.940 --> 00:13:09.019
bottleneck, the human manager. If you don't know

00:13:09.019 --> 00:13:10.879
what to ask, the speed of the answer doesn't

00:13:10.879 --> 00:13:12.840
really matter. Exactly. Speed without direction

00:13:12.840 --> 00:13:15.559
is just crashing faster. Which leads to a really

00:13:15.559 --> 00:13:18.519
difficult question. If agents do everything...

00:13:18.720 --> 00:13:21.740
The execution, the browsing, the coding. What

00:13:21.740 --> 00:13:23.840
happens to the human workforce mentioned in those

00:13:23.840 --> 00:13:26.799
layoffs? We move from doing the work to managing

00:13:26.799 --> 00:13:29.059
the slop in the strategy. Managing the slop.

00:13:29.179 --> 00:13:33.480
That is a grim but likely very accurate job title

00:13:33.480 --> 00:13:35.659
for the future. It's the new middle management.

00:13:35.820 --> 00:13:37.639
You're not writing the email. You're checking

00:13:37.639 --> 00:13:39.980
the email the bot wrote to make sure it didn't

00:13:39.980 --> 00:13:41.940
hallucinate a meeting with a client that doesn't

00:13:41.940 --> 00:13:44.820
exist. Before we look at the specific tools that

00:13:44.820 --> 00:13:48.320
might help us manage that met... The weapons

00:13:48.320 --> 00:13:50.519
for the slipocalypse. Let's take a quick pause.

00:13:51.299 --> 00:13:53.940
We are back. Let's talk about the toolkit for

00:13:53.940 --> 00:13:57.639
2026. If the internet is becoming this noisy,

00:13:57.799 --> 00:14:00.919
agent -filled jungle, what do we use to cut through

00:14:00.919 --> 00:14:03.840
it all? The survival kit. First up, something

00:14:03.840 --> 00:14:07.580
called Moltbot. Or Claudebot. People are calling

00:14:07.580 --> 00:14:10.440
this the Siri killer. That is a bold claim. We've

00:14:10.440 --> 00:14:12.580
heard Siri killer every year for about a decade.

00:14:12.799 --> 00:14:15.120
We have. But this one is different because it's

00:14:15.120 --> 00:14:17.480
always on. It runs your computer. It sees your

00:14:17.480 --> 00:14:19.940
screen. It remembers your workflows. So it actually

00:14:19.940 --> 00:14:23.379
has context. Deep context. Siri fails because

00:14:23.379 --> 00:14:24.980
it doesn't know what you were doing five minutes

00:14:24.980 --> 00:14:27.500
ago. Multbot knows you just opened that invoice.

00:14:27.620 --> 00:14:30.340
So when you say pay it, it knows what it is.

00:14:30.480 --> 00:14:32.820
That's why it's going viral. Then there is OpenAI's

00:14:32.820 --> 00:14:35.519
Prism. This seems targeted at a very specific

00:14:35.519 --> 00:14:39.340
demographic. This is 100%. For the scientists.

00:14:39.659 --> 00:14:43.440
It's a workspace powered by GPT 5 .2. It allows

00:14:43.440 --> 00:14:46.019
them to write and collaborate on research. Yeah.

00:14:46.059 --> 00:14:48.279
And it's trying to accelerate the kind of discoveries

00:14:48.279 --> 00:14:50.519
we talk about with Alpha Genome. It's designed

00:14:50.519 --> 00:14:53.179
to reduce hallucinations and citations. It connects

00:14:53.179 --> 00:14:56.179
to real academic repositories. It's an attempt

00:14:56.179 --> 00:14:59.100
to keep science grounded in truth while using

00:14:59.100 --> 00:15:03.519
AI for speed. We also have Kimi K2 .5. This one

00:15:03.519 --> 00:15:05.850
is coming out of the Asian markets, right? Yes,

00:15:05.870 --> 00:15:08.830
a new intelligent model. It excels in visual

00:15:08.830 --> 00:15:11.850
understanding and in code. It's really just another

00:15:11.850 --> 00:15:13.970
proof point that the model layer is becoming

00:15:13.970 --> 00:15:16.429
a commodity. Everyone has a smart model now.

00:15:16.570 --> 00:15:19.169
And for the marketers, the people perhaps contributing

00:15:19.169 --> 00:15:22.190
to the Slopocalypse, there's Rumora and Autosend.

00:15:22.649 --> 00:15:25.309
Rumor is fascinating and also kind of terrifying.

00:15:25.529 --> 00:15:28.309
It finds viral videos in your niche and places

00:15:28.309 --> 00:15:30.629
brand comments on them automatically. That sounds

00:15:30.629 --> 00:15:32.769
like it absolutely contributes to the slop, doesn't

00:15:32.769 --> 00:15:35.029
it? That's literally automated noise. It 100

00:15:35.029 --> 00:15:37.509
% contributes to the slop. It's bots talking

00:15:37.509 --> 00:15:40.309
to humans in the comments section. But it's effective.

00:15:40.610 --> 00:15:43.730
And AutoSend handles transactional emails. Boring

00:15:43.730 --> 00:15:45.669
but essential plumbing for the internet. Yeah.

00:15:45.769 --> 00:15:48.330
It ensures the receipt gets to you without a

00:15:48.330 --> 00:15:50.860
human ever having to hit send. When I look at

00:15:50.860 --> 00:15:53.500
this list prism for scientists, automated viral

00:15:53.500 --> 00:15:56.539
comments for marketers, I wonder about access.

00:15:56.899 --> 00:16:00.519
How so? Are these tools for everyone? Or are

00:16:00.519 --> 00:16:03.500
we creating a divide where only the 1 % you see

00:16:03.500 --> 00:16:05.120
in the headlines get the super intelligence?

00:16:05.539 --> 00:16:07.919
They start with the 1%, but agents like Chrome

00:16:07.919 --> 00:16:10.940
make them accessible to everyone. That democratization

00:16:10.940 --> 00:16:13.340
is key. It is. The barrier to entry is dropping

00:16:13.340 --> 00:16:16.220
to zero. So the question isn't, can you access

00:16:16.220 --> 00:16:19.940
it? It's, do you know how to use it? So let's

00:16:19.940 --> 00:16:22.740
zoom out. We have covered a lot of ground today.

00:16:22.860 --> 00:16:25.279
From the microscopic DNA to the macroeconomic

00:16:25.279 --> 00:16:29.340
layoffs. A lot. The theme of 2026 so far really

00:16:29.340 --> 00:16:31.700
seems to be the interior versus the exterior.

00:16:32.019 --> 00:16:33.559
That's a great way to frame it. On the interior,

00:16:33.679 --> 00:16:36.419
you have DeepMind unlocking the dark matter of

00:16:36.419 --> 00:16:39.220
our biology with Alpha Genome. We are finally,

00:16:39.259 --> 00:16:41.960
finally reading the code that actually runs us.

00:16:42.179 --> 00:16:44.159
We're looking inward and finding a programmable

00:16:44.159 --> 00:16:47.679
map. And on the exterior, we have agents. Yahoo,

00:16:47.879 --> 00:16:51.460
Chrome, Moltbot managing our digital lives. And

00:16:51.460 --> 00:16:54.899
potentially leading us right into a slopocalypse

00:16:54.899 --> 00:16:58.379
of infinite noise where we have to fight to keep

00:16:58.379 --> 00:17:01.100
our heads above water. It is this tension between

00:17:01.100 --> 00:17:04.380
understanding our natural code and being completely

00:17:04.380 --> 00:17:07.400
overwhelmed by our synthetic code. And the human

00:17:07.400 --> 00:17:10.980
is stuck right in the middle. Just trying to

00:17:10.980 --> 00:17:12.880
figure out which buttons to push. So what is

00:17:12.880 --> 00:17:14.839
the takeaway for you listening to this? If you're

00:17:14.839 --> 00:17:17.119
feeling that anxiety you mentioned earlier. Don't

00:17:17.119 --> 00:17:19.339
just let the agents run on autopilot. That's

00:17:19.339 --> 00:17:21.460
the trap. Right. Look at those habits that are

00:17:21.460 --> 00:17:24.859
keeping you slow. Be the manager, not the bystander.

00:17:25.180 --> 00:17:27.319
If you just watch, you're going to get buried

00:17:27.319 --> 00:17:29.940
in the slop. You have to be the editor of your

00:17:29.940 --> 00:17:32.200
own digital life. You have to direct the flow.

00:17:32.259 --> 00:17:34.559
You have to maintain your own agency. Exactly.

00:17:34.960 --> 00:17:37.799
Agency over agents. I want to leave you with

00:17:37.799 --> 00:17:40.180
a thought today. We talked about a 30 -person

00:17:40.180 --> 00:17:43.000
startup beating meta. We talked about an AI reading

00:17:43.000 --> 00:17:46.819
the 98 % of DNA we ignored for 50 years. Two

00:17:46.819 --> 00:17:48.480
things that were considered completely impossible

00:17:48.480 --> 00:17:52.440
just a few years ago. Exactly. So if RC can beat

00:17:52.440 --> 00:17:55.599
the giants with efficiency and Alpha Genome can

00:17:55.599 --> 00:17:59.339
read the unreadable, what other impossible barriers

00:17:59.339 --> 00:18:01.180
in your life or your business are just illusions

00:18:01.180 --> 00:18:03.619
waiting to break this year? That is the question.

00:18:03.900 --> 00:18:05.220
Thanks for diving in with us. We'll see you in

00:18:05.220 --> 00:18:05.559
the next one.
