Okay, let's start with the concept. It's something
that usually you'd find in a sci -fi novel, not
a Tuesday news headline. Recursive self -improvement.
It's the big one. The holy grail of AI, really.
The idea that a system can look at its own code,
find the problems, and just fix them. Rewrite
itself to be better without a human stepping
in. And we're not talking theory here. This is
what broke this week with OpenAI's new model.
It wasn't just writing code. It was being used
to debug and evaluate itself. doing its own training.
That's a huge shift. I mean, we're moving from
an era of tools we use to one of agents that
build themselves. And it's honestly, it's a little
airy. A little. It's kind of terrifyingly cool.
Welcome back to the Deep Dive. Today is Thursday,
February 5th, 2026. And I hope you're ready because
the world feels different than it did just a
week ago. Oh, it really does. The acceleration
is just... It's noticeable now. So here's our
roadmap. We had a lot to get through today. First,
we're going to unpack just the absolute madness
of this agendic arms race. Yeah. We had OpenAI's
GPT 5 .3 codex and Anthropix's Claude Opus 4
.6 drop, what, minutes apart? It felt like a
coordinated strike. It was wild. Totally. Then
we'll look at how this all spilled out into the
real world. I'm talking about the culture war
at the Super Bowl and the stock market just freaking
out. Yeah. And then we have to talk about the
elephant in the room, Google. While everyone
was watching these shiny new agents, Google has
been scaling something that is, frankly, hard
to even comprehend. The financial reality check
there is pretty staggering. And finally, we'll
wrap up with some new tools in this mindset we're
calling the cognitive gym. Because if the AI
is getting smarter, we really need to make sure
we aren't getting dumber. That's maybe the most
critical part of this whole conversation for
me. Okay, so let's dive in. All right, let's
start with what everyone's calling Thursday AI.
It feels like every Thursday the world changes.
But this one, this one was special. OpenAI and
Anthropic head to head. Oh, it was pure theater.
So first you have OpenAI dropping GPT 5 .3 codecs.
And, you know, for context, this is not just
a slightly better chatbot. This is a model built
to live inside your operating system. Right.
It's powering a new macOS app. But I want to
get this agentic part. We use that word a lot.
What does it actually look like when you use
this thing? Okay, so the old way, and by old
I mean 2025, was you'd ask the bot, write me
a function. It spits out code. You copy it, you
paste it, you see if it works. Codex 5 .3 is
different. It treats your entire computer like
it's sandbox. The release notes talked about
it handling complex app development, even game
development, over multiple days. Multiple days.
That's the part I can't wrap my head around.
How does an AI remember what it was doing on
Tuesday when it wakes up on Thursday? That's
the leap. It's about more than just a big context
window. They're calling it episodic memory. The
model keeps a log of its own decisions, of its
own intent, so it knows why it built the database
that way yesterday so it can build the front
end to match it today. And the headline feature,
the self -debugging, you said it helped build
itself. How does that really work? Is it just
like a spellcheck for code? It's way deeper.
So in traditional training, a human has to label
the data, right? A person says, this code is
wrong. That's slow. With this, the model generates
code, tries to compile it, reads the error message,
figures out the logical flaw, and then rewrites
the code and tries again. It's a closed loop.
So it's learning from its own failures in real
time. At machine speed. Exactly. It's why it's
25 % faster in execution. It's already failed
a thousand times in a simulation before you even
type your first prompt. Wow. Okay. So on one
side, we've got OpenAI building the ultimate
builder. But then Anthropic was not just sitting
around. No. And this was the drama of it all.
Anthropic pushed their launch by 15 minutes.
It really felt like they were waiting for OpenAI
to hit publish just so they could steal the news
cycle. And they dropped Cloud Opus 4 .6. And
they're calling it vibe coding? I saw that all
over X. What does that even mean? Is that just
marketing? It's a fun name, but it actually describes
a real thing. It's about coding with natural
language intent, not strict syntax. So you don't
tell it how to write the code. You tell it the
vibe of the app. I want a retro dashboard that
feels like a 90s hacker movie. And it just, it
translates that feeling into code. So it's bridging
the gap between sort of art school instructions
and computer science execution. Precisely. And
while Codex is digging deep into the OS, Anthropic
is going wide on data. Opus 4 .6 can pull info
from huge document sets, run full financial analyses.
I saw the stat here. It's number one on the finance
agent benchmark. Beating OpenAI. Which is huge
for the corporate world. While OpenAI is chasing
developers, Anthropic is going right after the
white -collar workflow. The analysts, the researchers,
the people living in spreadsheets. So we have
Codex building itself and Claude basically replacing
the analyst. It makes me wonder, if the AI is
doing all this, where do we even fit in? It's
a multi -billion dollar question, isn't it? No,
really. If the model can fix its own errors,
where does a human developer actually fit into
that loop? I think we stop being writers, you
know, writers of code, writers of reports. We
become architects of intent. We define the what
and the why. And the agents handle the how. You
don't lay the bricks anymore. You're designing
the cathedral. So if the AI debugs itself, the
human moves from being a writer to an architect.
Yeah. We stop typing syntax and we start designing
outcomes. But this tech rivalry, it didn't just
stay on servers. It went right to the biggest
stage in America. The Super Bowl, Super Bowl
LX, I usually watch for the game, but the commercials
this year were aggressive. Aggressive is one
word for it. It was a culture war in 30 -second
spots. Let's start with Anthropic's ad. It felt...
Very pointed. It was a subtweet on national television.
They ran this ad that subtly made fun of AI platforms
cluttered with ads. It was a direct shot at OpenAI,
who've been playing with sponsored results. And
it definitely got a reaction. Oh, for sure. Sam
Altman was on X, like, immediately. He called
the ad clearly dishonest. You know the industry's
getting serious when the CEOs are beefing during
the halftime show. It felt very 90s Cola Wars.
But then Google. Google took a totally different
path. They didn't attack anybody. No, Google's
Gemini ad was warm. It had bicycles, families,
the Madden Bowl. They were just selling helpful
AI to everyone. It was like they were saying,
hey, let the startups fight. We're just here
to help you find a cookie recipe. That's their
entire play. Normalization. Make AI feel as safe
and boring as a Google search. But while the
ads were going on, the stock market was reacting
to the actual tech. And that was a lot less warm
and fuzzy. Yeah. Let's talk about the panic.
Anthropic drops 11 Claude Cowork plugins. And
Wall Street just loses its mind. Why did software
stocks tank so hard? It's the implication of
those plugins. The Cowork tools let the AI plug
directly into your company. So it was a sell
-off based on the idea that these AI agents could
just kill the whole software as a service model.
Exactly. Why rent a tool for a human when you
can just rent an agent to do the job? But...
You know, Jensen Hong from NVIDIA called the
whole thing illogical. Well, of course he did.
He sells the chips that run everything. He has
a bias, for sure, but he's got a point. The market
is reacting to the fear of being obsolete, not
the immediate reality. But then, to counter that
fear, OpenAI launched Frontier. Right there.
Enterprise platform. How does that calm things
down? Well, it turns agents into coworkers that
can use files and run code, but securely inside
a corporate environment. They're trying to say,
hey, we are destroying enterprise software. We're
becoming the platform it runs on. It feels like
we're in this limbo where the technology is moving
way faster than the business models can adapt.
That is a massive understatement. So with all
this volatility, is the stock market panic justified
or is it just noise? It's panic for sure, but
it's a signal the SaaS era is ending. Speaking
of ending eras, let's pivot. Let's talk about
the giant that everyone keeps underestimating
because they aren't always the coolest. Let's
talk about Google. The empire strikes back. I'm
serious. We get so caught up in the open AI and
anthropic drama. Yeah. But then you look at Google's
Q4 earnings call. Yeah. And it's just brute force.
It really is the difference between product elegance
and just logistical dominance. Let's run the
numbers because they're insane. Yeah, lay them
on me. Okay. The Gemini app. 750 million monthly
active users. That's more than TikTok in some
places. 750 million. That's a lot of people asking
how to bake bread. And it's not just that. Enterprise.
8 million paid seats in four months. 95 % of
the top 20 SaaS companies are using it. Over
5 billion interactions in Q4 alone. 5 billion.
And there was that detail about how people are
using it, right? It wasn't just text. Right.
One in six AI mode searches now use voice or
image. That's a huge behavioral shift. Yeah.
People are showing Google a picture of a broken
pipe. and asking, how do I fix this? In the infrastructure,
I mean, OpenAI has Microsoft, but Google basically
is the internet. That's their moat. Gemini 3
Pro is the fastest adopted model in their history.
Their new workbench, anti -gravity, got 1 .5
million users in two months. But here's the number,
the one that stops the conversation, capital
expenditure. The money they're spending to build
all this. Google's planned CapEx for 2026 is
between 175 and 185. Billion dollars. 185 billion.
I can't even. What does that money even buy?
It's not just servers. It's energy. It's physics.
They're securing fusion power contracts, upgrading
national power grids, building custom chips.
This is nation building money. This is the Manhattan
Project times 10. It puts everything in perspective.
Open AI feels like magic. Google feels like gravity,
an unstoppable force. Open AI has elegance. Google
has distribution. Basically, infinite cash. So
does product elegance even matter if you can
spend $185 billion on infrastructure? Distribution
beats elegance every time. History repeats itself.
Okay, let's bring this back down to earth. We've
talked about billions of dollars in global infrastructure,
but because they're spending all that money,
the cost for us, for the regular person to create
something, is dropping to almost zero. That's
the other side of the coin. It's a golden age
for creative tools. Yeah. Despite the Titans
fighting, there's some incredible stuff coming
out for creators. Let's do a quick rapid fire
on some new tools. First up, Kling 3 .0. Huge
for video. We're talking native 4K outputs, longer
video times. You can basically make short films
with this now. It's not just a four -second blurry
clip anymore. Webflow. Big one for designers.
You give it a prompt, it builds a multi -page
production -ready website. Not a mock -up. a
real site higgs field vibe motion yeah motion
images from a single prompt it gives you incredible
control if you need a specific asset and superboard
this one's amazing connects over 600 data sources
it's like having a team of data analysts in your
pocket you connect your stripe youtube whatever
and just ask it questions across all of them
these tools are incredible but they bring us
to the uh the philosophical part of this the
thing we're calling the cognitive gym I love
this concept because there's a real danger here.
The danger that we all just get. You lazy. Worse.
That we get functionally dumber. If we outsource
all our thinking. If we let Codex write the code
and Claude do the research. What happens to our
own brains? It's like using GPS all the time.
Nobody knows how to navigate anymore. I have
to admit something here. A bit of a vulnerable
admission. I've felt this myself. I call it prompt
drift. I've been letting the AI summarize articles
for me instead of reading them. And last week,
I realized I couldn't actually remember the details
of something I'd supposedly learned. I retained
less information because I did less of the work.
That's the trap. Exactly. The friction is where
the learning happens. The cognitive gym idea
is the answer. You have to use the AI to increase
the difficulty, not take it away. How does that
even work? Give me an example. How do I bench
press with an AI? Instead of asking the AI for
the answer, you ask it to quiz you. Instead of
asking it to write the draft, you write it, and
then you ask the AI to completely tear your logic
apart. You force it to debate you. You have to
lift the weight yourself. So the AI becomes the
spotter, not the weightlifter. Exactly. And we're
seeing this trend with solo founders. They're
using AI to do the work of 10 people, but they're
still the one driving the vision. So how do we
stop from becoming just passive consumers of
AI output? You have to treat the AI as a sparring
partner, not a butler. We'll be right back. After
a quick word. And we're back. Okay, let's recap
the big ideas from today. It's been a heavy week.
A historic one, I think. First, the agent wars.
Codex is literally building itself. Glaude is
aiming to replace entire white -collar workflows.
We are moving well past chatbots. Second, the
culture is splitting. The Super Bowl ads showed
us the tension. The market showed us the fear.
The entire SaaS model is under threat. Third,
Google. The quiet giant. While we watch the startups,
Google is spending $185 billion to build an infrastructure
mode that might be impossible for anyone else
to cross. And finally, the cognitive gem. The
tools are getting incredibly powerful, which
means we have to be more disciplined. We have
to make sure we stay the architects of intent.
We are absolutely moving from chatting with bots
to managing swarms of agents. That's the new
reality. If you want to try out Kling or Superboard
or any of the tools we talked about, check the
show notes. We've got links for you there. They're
definitely worth experimenting with. I want to
leave you with one final thought. We mentioned
11 labs raised over 400 million euros, more than
all of Europe combined in AI funding recently.
And Google is spending 185 billion. The scale
of the numbers is just, it's astronomical. So
if all that capital is concentrating so intensely,
are we just watching the consolidation of human
intelligence into three or four zip codes? And
if that's true, what does that mean for your
solo business in 2027? That's the question that
keeps me up at night. Thanks for listening to
the Deep Dive. We'll see you next time.