It's strange to think about our current reality.
Beat. We have robots learning to read physical
thermometers now. Yeah, which is just incredible.
Right. But at the exact same moment, executives
are scheming. Yeah. They leak memos to sabotage
billion -dollar company valuations. It's a wild
split screen of technological progress. We are
living in two completely different realities
right now. One is pure science, and one is just
cutthroat business. Welcome to the Deep Dive.
I am glad you are here with us today. Yeah, it's
going to be a good one. We are exploring the
rapidly maturing AI ecosystem, and we are going
to start at the highest boardroom level. We have
a massive OpenAI corporate leak to unpack. Oh,
yeah, a really big one. From there, we will move
into a major software shift. AI is going from
simple chat to autonomous employees. Which totally
changes everything. Exactly. And finally, we
will look at a very physical evolution. These
digital agents are breaking out of traditional
software. They are physically interacting with
our tangible real world. It's a massive structural
shift across the board. I mean, every layer of
the technology stack is basically changing. Let's
start with the aggressive business maneuvers
currently happening. Because these corporate
wars directly shape the tools you use. Right.
They dictate the market. A leaked internal memo
from OpenAI just surfaced recently. It comes
directly from their chief revenue officer. Her
name is Denise Dresser. She claims Anthropic's
$30 billion revenue run rate is inflated. She
basically called their financial success a complete
mirage. Calling it a mirage is a very aggressive
stance. That's an incredibly heavy word in corporate
strategy. It really is. She is... directly attacking
their core financial narrative there. You don't
use the word mirage lightly. No, you don't. She
also labeled Anthropic a single product company
in a platform war. Ouch. Yeah. She argues that
OpenAI has a very multi -pronged approach. This
diversity makes OpenAI a much more resilient
investment. Right. And the broader context here
is really fascinating because Anthropic relies
heavily on a single core product offering. But
OpenAI is trying to build an entire operating
system. They want to be the foundational layer
for everything. But here is the truly surprising
part of this leak. Dresser actually offered a
candid critique of OpenAI itself. Yeah, which
you almost never see. Right. She criticized their
highly publicized partnership with Microsoft
specifically. That is a fascinating admission
from a key executive. You just rarely see them
critique their biggest financial backer. Dresser
admitted the Microsoft deal has been quite limiting.
It restricts their enterprise growth due to Azure
-linked bottlenecks. Azure is Microsoft's massive
cloud computing platform infrastructure. So if
Azure struggles, OpenAI essentially struggles
right alongside them. Exactly. They are inherently
tied to Microsoft's physical server capacity.
Which explains the strategic deal they made in
February. They brought OpenAI models directly
over to Amazon Bedrock. Right. And the demand
has been totally staggering since they made that
move. It really looks like OpenAI is using Amazon
specifically. They want to bypass Microsoft's
constraints entirely. Yeah, to capture a much
wider enterprise market quickly, which is a wild
corporate power move, honestly. It really is.
They are playing the big cloud providers against
each other. They are ensuring they don't get
bottlenecked by one partner. She also slammed
Anthropic's current internal compute shortage
aggressively. Dresser called their server constraints
a massive strategic failure. Wow. Yeah. This
shortage forces Anthropic to heavily throttle
user access. Meanwhile, OpenAI just continues
to scale its operations globally. Well, compute
power is the ultimate currency in this industry.
If you cannot give users access, you lose them
instantly. Right. A mass evaluation means absolutely
nothing without the server space. It is like
uncoupling your train from the main engine. You
are going 100 miles an hour. You just have to
hope the new engine catches you. Neat. But I
still wrestle with filtering out the corporate
spin myself when reading these leaked memos.
Oh, totally. It's... incredibly difficult to
separate fact from fiction. The spin is heavily
engineered to sway public perception. You always
have to ask who benefits from the leak. Right.
Either OpenAI's internal security is an absolute
disaster right now, or this supposed leak is
a highly calculated strike. OpenAI is effectively
writing its S1 filing in public. An S -1 is the
formal document to go public. You need a highly
compelling narrative to sell to investors. Exactly.
It's the story that justifies your multi -billion
dollar valuation. So Dresser is strategically
framing Anthropic as a fear -based company. She
paints them as overly focused on rigid safety
constraints. Meanwhile, she frames OpenAI as
the positive message growth engine. In lead up
to a public debut, narrative is everything. Investors
are buying the vision just as much as the tech.
If investors start doubting Anthropic's $30 billion
financial figure today, it could shift billions
in valuation toward OpenAI overnight. The financial
stakes are astronomically high at this moment.
A single -linked memo can literally alter market
dynamics. We also see these platform tensions
with Apple recently. Apple threatened it could
remove Grok from the App Store. Right, over the
deepfakes. Yeah, this was over concerns about
generating highly sexualized deepfakes. This
issue was raised in a January letter to U .S.
senators. We're just looking at the facts of
that tension here. Platform control is truly
the ultimate corporate battleground today. Gatekeepers
like Apple hold immense power over distribution
channels. They essentially dictate what software
reaches billions of consumers. So are these platform
wars ultimately hurting the end user? The fight
for dominance pushes companies to innovate rapidly,
but when they lock you into their specific ecosystem,
it hurts. It creates massive roadblocks for actually
getting work done. So competition forces innovation,
but platform locks create friction. Exactly.
It's a very delicate balance for the industry.
That friction pushes us right into our next phase
because these companies are fighting to justify
massive valuations. Right. They have to evolve
their products from basic chat bots. They become
actual digital workers inside our systems. They
need to integrate deeply into our daily software.
A simple chat window isn't enough to justify
a massive subscription. Microsoft is considering
a truly massive shift right now. They may start
charging for AI agents like human employees.
They would give them logins, seats, accounts,
and permissions. You'd onboard an AI just like
a new hire. We should clarify what that terminology
actually means here. AI agents are basically
programs that act independently to complete multi
-step tasks for you. That is the core definition
of these AI agents. Perfect. And companies could
literally pay per digital worker. They would
manage them in their traditional HR software.
Paying for software per seat. Like a human employee.
That fundamentally changes the economics of running
a modern business. You are essentially hiring
a digital staff member now. You are not just
buying a static software tool anymore. You are
buying labor, not just a bunch of code. Microsoft
is working on yet another open -claw -like digital
agent. The goal is a highly secure, always -on
assistant tool. It handles multi -step tasks
with much stronger enterprise controls. Enterprise
security is the biggest hurdle for widespread
adoption. Companies need absolute certainty before
granting agents system access. Exactly. An autonomous
agent with a login is a huge security risk. A
mysterious leak claims Anthropic is planning
something similar. Early hints suggest a major
shift toward built -in workflows. Everyone is
trying to escape the basic chat window. They
want the AI to do the work in the background.
We see these workflow tools expanding everywhere
right now. Google added new AI skills directly
to their Chrome browser. Yeah, that's a big deal.
You can save your absolute favorite workflows
very easily. Then you can run them on any website
later. Gemini Personal Intelligence also just
expanded operations into India. So the global
footprint of these tools is growing incredibly
fast. is actually going viral currently. Yeah.
It is heavily inspired by the developer Andrej
Karpathy. Oh, I saw that. Yeah. It fundamentally
controls how your coding AI behaves locally.
Think of it like a strict constitution for your
AI. Before it writes a single line of code, it
checks this text file. It ensures it isn't breaking
your specific local rules. It forces much clearer
logic and reduces coding mistakes. It also prevents
the AI from making unintended file edits. It's
about giving the human much tighter control.
The AI needs boundaries to be truly effective
for you. We are seeing a new wave of empowered
builders everywhere. New tools treat AI as highly
independent software workers. Rather than listing
them all out separately today, let's look at
how they create a unified ecosystem. Figma for
agents is a perfect example of this. Yeah, that
one is fascinating. You can design directly on
the standard Figma canvas. You guide agents with
context about your team's intent. It is like
stacking Lego blocks of data visually. You are
giving the AI visual parameters to work within.
Then there is a tool called CatDoze version 4.
It is essentially a powerful no -code application
builder tool. Right. It runs in the cloud and
has its own computer. You can literally close
your laptop browser tab completely. And the system
just keeps working in the background. That is
the real shift toward autonomous digital employees
right there. It handles the tedious labor while
you do other things. Soft AI co -builder is another
incredibly powerful new tool. It builds custom
portals and complex internal operation systems.
You just describe what you need to the system,
then you refine it with prompts or edit visually.
These tools democratize software creation for
non -technical business users. You don't need
an engineering degree to build complex applications
anymore. Caveman is another tool that optimizes
AI token usage. It cuts 75 % of Claude's output
tokens easily. Which is huge. It manages to do
this without losing any factual accuracy. That
represents a massive cost saving for heavy users.
Efficiency is just as important as raw computing
power today. It is a simple one -line install
for popular coding tools. It works with quad
code, cursor, windsurf, and copilot. AI is becoming
the foundational layer of modern work. It is
weaving itself into every tool we actively use.
So if an AI has its own seat, who takes the blame
when it fails? That is a very complicated legal
and operational issue. Legally, the system absolutely
requires a responsible human overseer. Right.
You cannot fire an AI for making a critical error.
You must trace the failure back to the human
deployer. Accountability stays with the human
manager, even for digital staff. Yeah, the human
is always the ultimate safety net. Sponsor. We
just discussed the rapid rise of workflow autonomy.
If an AI can run while you close the PAB, What
happens when it gets physical eyes and hands?
It breaks out of the digital screen entirely
then. It starts interacting with the messy, unpredictable
real world. Exactly. Gemini Robotics ER 1 .6
is Google's answer to this. Most robots are great
at following a pre -written script. But they
are terrible at understanding a dynamic, changing
environment. They struggle when the physical
world does something unexpected. If a coffee
cup is moved two inches, they fail completely.
Gemini 1 .6 addresses this massive physical reasoning
gap directly. It is a total overhaul of how a
robot perceives. Yeah. It allows the machine
to verify its own physical work. This is a massive
milestone for physical AI systems. They are finally
moving past rigid, pre -programmed robotic movements.
Let's examine instrument reading as a prime example
here. This is a major win for the industrial
inspection field. Oh, absolutely. The model can
now interpret complex circular pressure gauges.
It can accurately read traditional thermometers
and basic digital displays. Reading a physical
dial is notoriously difficult for machines. Lighting,
angles, and reflections usually confuse basic
computer vision. The real world is just full
of messy visual noise. The system actually zooms
in on the physical instrument. It runs custom
code to estimate the specific tick marks. It
uses its broad world knowledge to evaluate things.
It inherently knows if the recorded pressure
is too high. This process relies heavily on a
concept called agentic vision. It is fundamentally
different from traditional image recognition
software. Agentic vision is truly the secret
sauce here today. The model successfully combines
visual reasoning with real -time code execution.
Yeah. It literally performs complex math on what
it currently sees. Whoa. Imagine robots literally
writing and executing code in real time just
to understand the physical object they're looking
at. That is an unbelievable leap in robotic cognitive
ability. It really is. It is a fundamentally
new paradigm for machine perception. It bridges
the gap between digital logic and physical reality.
Two sec silence. Let's discuss its multi -view
success detection capabilities now. A robot with
a wrist cam and an overhead camera view. It can
finally triangulate its operational success.
Very reliably. Right. And it uses multiple camera
angles to verify a completed task. It doesn't
just assume it did the job correctly. It synthesizes
multiple data streams to confirm the physical
reality. It can verify that a blue pen is actually
in a holder. Yeah. It could do this even if one
view is entirely blocked. It understands object
permanence in a very human -like way. It knows
an object exists even when completely hidden.
It can now handle incredibly complex relational
logic commands. You can instruct it to perform
highly specific spatial tasks. Right. For example,
moving every object that can fit inside the blue
cup. That level of spatial awareness is incredibly
difficult to program manually. The system has
to understand volume, shape, and physical relationships
intuitively. The collaboration with Boston Dynamics
is the real signal here. They are integrating
Gemini ER 1 .6 into the orbit platform. By doing
this, Google has effectively provided a prefrontal
cortex. It acts as a brain for the world's most
advanced hardware. Boston Dynamics makes some
of the most capable robotic bodies out there.
Now those agile bodies finally have a dynamic
brain to match. We should also pivot slightly
to the microscopic physical world. Amazon just
recently launched their new Amazon Biodiscovery
platform. This is a major development for the
global pharmaceutical industry. It takes this
autonomous reasoning down to the cellular level.
It is specifically designed to accelerate modern
drug discovery. It can strategically create and
test thousands of molecule ideas fast. Yeah.
Early tests successfully generated 300 ,000 unique
medical antibodies. Generating 300 ,000 antibodies
represents an unbelievable scientific scale.
Humans could never physically test variations
at that specific speed. That scale of physical
world interaction is truly staggering today.
It moves AI from digital abstraction into biological
manipulation capabilities. It changes the entire
timeline for developing life -saving medications.
What used to take decades might only take a few
months now. Does this visual reasoning mean robots
finally understand context? Well, they don't
experience understanding the way humans naturally
do, but they process enough variables to effectively
mimic situational awareness. They don't feel
context, but they can finally calculate it. Right.
It is a mathematical approximation of actual
human awareness. Let's step back and synthesize
this entire deep dive. The overarching narrative
arc today is actually very clear. AI is no longer
just a clever little party trick. It's certainly
no longer just a simple chat window. It has completely
outgrown its original digital boundaries now.
It is touching every single aspect of our physical
and corporate world. It is the absolute center
of ruthless corporate warfare today. Yeah. Companies
are battling for dominance over... massive platform
distribution channels. It is actively demanding
its own employee login in our software. It wants
a dedicated seat at the modern enterprise table.
Exactly. And it is finally getting the necessary
digital prefrontal cortex. It needs this dynamic
brain to manipulate the tangible physical world.
It is even beginning to actively manipulate our
microscopic biology. The evolution from text
generation to physical action is staggering.
I mean, if an AI can get its own employee seat
in a Microsoft database. and a robotic body with
a prefrontal cortex from Google, at what point
will our legal definition of a worker have to
fundamentally change? Thank you for joining us
on this deep dive. We hope this exploration gave
you some valuable new perspectives. Out to row
music.