Welcome to the AI Chat Podcast. I'm your host,
Jaden Schaefer. Every day I cover cutting -edge
AI news and talk with the leaders behind it,
breaking down what it means for your life and
business. Anthropic is localizing Claude's pricing
in India, which is its second largest market.
Interesting because people there will be able
to get it cheaper than people in America or other
countries that make more money historically.
Apple's opening I complaint, they're detailing
a show and tell interviewing over 400 hires claiming
that opening I is copying trade secrets. World
models right now are getting billions and Lacan,
Lee and Runway are all betting against LLMs.
We're going to get into the disparity there.
Meta is doubling their Hyperion data center to
5 gigawatts. It was going to be 2 .5, or I thought
it was maybe 2 at the beginning, but they're
pushing the spending past $50 billion, increasing
it there. Sam Altman and Elon Musk are having
a ton of beef, which is kind of funny. We'll
end the show on that. Sam Altman is saying that
Elon Musk's space data centers are a short -term
sales pitch, and Elon Musk is calling him Scam
Altman. So there's lots to get into. ever since
fable 5 came back to claude anthropic has been
playing this weird game where they keep saying
they have a new deadline for when claude fable
5 is going to get pulled off of the subscription
tiers and you'll only be able to access it through
the api initially they extended it till the 12th
and uh or i think the 7th was like the first
deadline they're like it's gonna be off after
the 7th and i remember using up all my tokens
till the 7th And then they said, look, we're
resetting it and you actually can use it till
the 12th, which was yesterday. And so I used
up all my tokens again on the 12th and my tokens
don't reset on Claude till like Wednesday. So
now I literally have no more Claude tokens, can't
Claude for like three days on two separate Claude
Max accounts, mind you. And then what happened
20 hours ago, Claude came out with a tweet and
said, we're extending Claude Fable 5 access to
all paid plans, as well as keeping Claude codes
weekly limit. rate limits to 50 % higher through
July 19th. This is the second, third time, second
time that they've extended this. It's super annoying.
I replied to them on Twitter and said, except
I already used up all my tokens in anticipation
of the deadline, so I have no more credits left.
Thanks for nothing. The sentiment seems to be
felt by everyone. If you look at Omasar over
on X, he said, I don't think Anthropic realizes
how disruptive these changes are to users. I
appreciate the extension, but please stop playing
games. Either keep it under the subscription
or put it under the API already. I 100 % agree.
This is super annoying because you obviously,
when someone makes a rule or says that there's
a deadline, you're going to plan accordingly,
aka use up your tokens ahead of time. Would I
have been more frugal? Would I have spent them
better? You know, if they were been there for
two weeks? Yes, obviously. Now I'm in a pickle
and lucky for me and for anyone else that might
have had an occasion where you ran out, you hit
some sort of subscription limit, token limit.
I would love for you to check out my platform,
AIbox .ai, because when you reach a token limit
on OpenAI or Claude or any other platform, AIbox
.ai for $8 .99 a month, $8 .99, you get access
to over 80 different AI models and it's going
to hold you over till your next hit of tokens
comes back in. In addition, to be honest, you
get access to image, audio, video, music, text,
AI. So if you just want to have access to every
single AI model anytime that you need it, go
check out AIbox .ai. I'll leave a link in the
description. In other news for Anthropic, they
are now selling Claude in Indian rupees and they're
pricing Claude Pro at 2000 rupees. That's about
$21 a month. And their most powerful model, Claude
Max at $125 a month American or about 12 ,000
rupees. India accounts for about 5 .8 % of Claude's
global usage. So it makes them basically the
second most popular market after the United States,
but they can't accept UPI, which is India's dominant
payment method. So this makes it tricky. But
what's really interesting is a lot of people
thought and you know, I kind of mentioned in
the intro of the podcast that when you localize,
you typically will make it cheaper in the country
by based off of what the income is of that country.
So if India makes less money, you would make
the product cheaper in India. This is what a
lot of SaaS subscriptions do. And in this case,
they did not do that. Anthropic is not heavily
discounting the model for people in India. And
in fact, it's actually more expensive because
in the United States, the pro plan of Clod is
$20 a month. And it's roughly the conversion
rate bounces around, but it's roughly $21 if
you're doing the conversion from Indian rupees
right now. OpenAI added UPI support when they
launched rupee pricing in August of last year.
And Anthropic is still requiring credit cards
or Apple or Google billing. It's a really big
friction point in a market where UPI is basically
the default checkout method in India. Anthropic
opened a office in February of 2026 in India,
and they signed some partnerships with Infosys
and Tata Consulting Services to try to help reach
Indian enterprises. But they're being criticized
because they currently cost more than if you
had tried to get the same service in the United
States. Apple is filing a 41 -page lawsuit alleging
that OpenAI has systematically recruited over
400 Apple employees and extracted confidential
hardware secrets from them, including by coaching
candidates to bring actual device parts to job
interviews and helping one engineer allegedly
breach Apple's cloud storage after he left. The
case that they're making right now is targeting
OpenAI, their hardware subsidiary IO, which Apple
acquired for $6 .5 billion and three current
OpenAI executives. And if you guys remember,
they have this huge deal going on right now.
with Johnny Ive, who formerly helped design the
iPhone over at Apple, and OpenAI is working on
a device with him, so Apple is not happy about
this. Tang Tan, who's OpenAI's chief hardware
officer and a 24 -year Apple veteran, allegedly
instructed job candidates to bring confidential
parts like batteries and logic boards to show
-and -tell interview sessions. Former Apple engineer
Chang Liu downloaded dozens of confidential files
weeks after leaving in January of 2026. by exploiting
an authentication vulnerability and then texting
a colleague, I still have another computer. Apple
said that it first contacted OpeningEye about
the alleged misconduct in February and received
no response before they filed this lawsuit. OpeningEye's
hardware device is expected to launch next year.
So, you know, Apple's obviously getting a little
concerned in the run -up to this. I think this
is one of the most detailed evidences yet of
what maybe you'd call corporate espionage and
for the AI industry, what it looks like. This
isn't, you know, a spy movie or something, but
you're basically have a company opening systematically
hiring specialized engineers from Apple. Now,
this shouldn't be illegal. You should be able
to hire people from Apple and even target Apple
or another competitor if they're building something
that you want and their employees have the domain
expertise to do it. I mean, there's nothing wrong
with that. But if Apple's allegations hold up,
I think it's going to set a precedent for how
a lot of companies protect knowledge from rivals
when it comes to hardware. And, you know, obviously
there's some there's some red line. to not cross,
like telling people to bring actual components
from the company or bringing their computer with
data on it from the company. So that's all going
to get litigated in court. Three different AI
startups, World Labs, Advanced Machine Intelligence,
and Runway have all raised a combined $2 .3 billion
earlier this year. And the goal of these companies,
both all three of them, is to build world models.
So these are basically AI systems that are going
to simulate physical environments instead of
just generating text, right? LLM, ChatGPT generate
some text for you. These are going to simulate
real world environments. And there's a lot of
interesting use cases. It's interesting that
Runway's working on this because they need video
and video you need kind of a simulated. 3D environment
if you want it to be really powerful so you can
tell the camera to move around from all different
angles. But more importantly, I think, is the
robotics era where this kind of falls into. And,
you know, you need to be able to simulate these
physical environments to make these simulated
environments for robots to train them. Right
now, the bet that all three of those companies
are making, I think, is showing a huge split
in the AI field over whether LLMs alone can lead
smarter, more capable AI. World Labs and AMI
each raised about a billion dollars. Runway added
$315 million in February this year. Google, DeepMind,
World Labs, and Runway. have all released working
versions. So there's Genie 3, there's Marble,
there's GWM1, and they're all using different
technical approaches. Yann LeCun, who led AI
research at Meta for years, he left and he founded
AMI, and he is basically betting that the company
is gonna be able to build something better than
LLMs as the path forward, and the LLMs are not
the way to go. The reason why I bring this story
up at all is because I think it matters a lot
when it comes to robotics, video creation, and
scientific simulation. So we're not just talking
about chatbots. But what is the next step of
AI? Like, what are the next industries that this
is going to go into? Okay, so Meta is doubling
their Hyperion data center in Louisiana to five
gigawatts and about $50 billion. That's about
double their $27 billion they announced last
October, if you remember. This expansion that
they're doing now, I think, is showing that Meta
is making a huge bet that they are going to need
some enormous amounts of AI computing power to
stay competitive with Microsoft, Google and Amazon.
And to be fair, like I would have said, I don't
know, like I would have discounted Meta and Zuckerberg.
But I mean, last week they came out with an absolutely
incredible model. It feels like they're trying
to get it there. kind of getting a little bit
of their mojo back. The project that they started
back in December of 2024, they had, I think,
$10 billion that they were going to put towards
a two gigawatt facility. And now Meta is looking
to reach two gigawatts by 2030. And they have
not set a timeline for the full completion on
that. Now, I think there's a lot of reasons why
they might be expanding this project. In particular,
we've seen we've all seen the headlines of people
kind of opposing data centers, or people trying
to slow them down. And there's been like a lot
of I think, there's like a statistic that something
like, you know, six out of 10 proposed data centers
gets shut down due to like community outreach
that they don't want these data centers. And
so I think if you have the approval for a data
center, and you have the space and the land and
the government connections and approval, I think
we're going to start seeing some of these companies
just decide to build one extra large one wherever
they're at. Elon Musk is doing this with SpaceX
building the you know, his giga data center things,
I can't remember what it's called is Colossus
three or whatever. Meta is now apparently doing
the same thing. And I'd be curious to see if
we see others making the same play where if you
have the land next to you, might as well expand
the one that you currently have, rather than
try to get a whole bunch approved all over the
place. Louisiana granted Meta a 20 year sales
tax exemption on equipment purchased for data
centers built before 2029, which I think lowers
the cost a ton, maybe 10s of billions of dollars
in hardware. And local businesses have already
earned $1 .6 billion in contracts since the construction
began. So overall for the community and the economy
there, it's making a lot of money and Meta is
getting this big kickback in sales tax. So they're
happy to expand. I think they know that they're
not going to get it cheaper anywhere else. Meta
committed over a billion more for roads, water
systems, and other local infrastructure with
this project. So hopefully this becomes a real
win -win for just not just Meta, but also the
community. Okay, we got to get, we got to end
the podcast today on some beef in the tech world.
world, which is Sam Altman and Elon Musk. Elon
Musk was tweeting and he said that Sam Altman
takes scamming to a whole new level when talking
about Apple lawsuit that's going on right now.
Sam Altman replied by saying, homeboy, you're
the one selling public market investors on short
term space data centers. Elon Musk replied and
said, we start flying them next year. Maybe you
can come see them if your parole officer approves.
After stealing an open source AI charity, you
then stole all of Apple's phone technology. Wow,
what do you plan for an encore? That's tough
to beat. It's always fun when the billionaires
are feuding over on X, but what are the facts?
Now, there was an article published on TechCrunch
that I thought was interesting breaking down,
I guess, the case against Elon Musk. And TechCrunch
is, I find it just tech, it usually has that
sort of coverage. But I do have - interesting
points on all of that. So the first thing that
TechCrunch says is that SpaceX told IPO investors
that the Starship was not going to be fully reusable
near term and it's going to need to expend second
stages on every launch. According to TechCrunch,
they said this is going to erase the cost math
for orbital data centers. They say true operational
reusability requires years of iteration beyond
successful test flights. Starship's near term
manifest is spoken for by NASA and Starlink before
orbital compute. gets a slot. So they're saying,
look, like they're not even going to have the
bandwidth to get this compute up that it's going
to need tons of iterations is probably not going
to be very feasible. They say that they said
scale orbital compute needs multi megawatt satellites,
vacuum thermal management, ground station bandwidth
and launch costs low enough to be earthbound
data centers, a combination experts say arrives
in 2030s. So TechCrunch is agreeing with Sam
Altman and saying, look, there's no way that
SpaceX is going to get the cost efficiency or
have the bandwidth to put these space data centers
up there. But a huge part of their two trillion
dollar valuation was relying heavily on orbital,
you know, this orbital compute thing. So, you
know, it's just probably not very feasible. Now,
on the one hand, I think criticism of these companies
is fantastic and important. But on the other
hand, for some reason, all of this just reminds
me of a post I saw online. Well, there's actually
been a handful of them. One post I saw online
in regards to SpaceX was you've probably all
seen the post. where it's like it's like continue
iterating it's like always a caption on this
post but it's the spacex rocket boosters when
they first started and they were like these really
complex rocket boosters with wires all over the
place they look like frankenstein and then it
shows uh whatever the rocket boosters are today
which is like really sleek it looks like they've
gotten all the wires and a lot of the internal
stuff moved together i remember when this this
post first went out and they posted a picture
of it uh there was a guy that like commented
on it and he was like i work in aerospace and
this is literally physically impossible This
is an AI generated image. You couldn't, you know,
the, the, whatever the wire that goes here, XYZ
and goes to this place. Like you've literally
removed this part, this component of the rocket
booster. That's impossible. This isn't real.
And replying to that guy was someone that said,
I'm an engineer at SpaceX. And we worked on,
um, simplifying this. We were able to move that
thing over to this other component. So you can't
see it. This is actually the real rocket booster.
And the guy said, uh, he's like, dang, you know,
hats off to you. And that was kind of the thing.
So all I'm going to say is a lot of people find
it very easy to keyboard warrior, criticize SpaceX
in particular, because it's rocket science. And
you know, if someone sort of knows what they're
talking about, they can say it sounds super complicated.
When SpaceX originally started, they said it
would never be viable because the to hit their
financial goals and their their launch goals
because they would have to accelerate launches
by a certain degree that was just too high. I
remember seeing an interview by someone in the
space industry just saying that there was like,
you know, Elon's mask math was not possible math
and that it was never actually going to happen.
So all this to say, when it comes to SpaceX,
they have proved time and time again to, you
know. prove all the haters wrong. So maybe everyone
over at TechCrunch does truly know more than
what SpaceX says they're planning on doing. But
I would say give them a little bit of a benefit
of the doubt because they've proved the doubters
wrong a couple times. But who knows? Only time
will tell. If you enjoyed this episode, make
sure to go check out AIbox .ai if you want to
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the next time Claude runs out of tokens for you,
you have a place to go. Or if you want to just
be able to access all of the different AI models.
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