The Silicon Diet

RIP Bots? The Silicon Diet E2

The Silicon Diet — Episode 2: RIP Bots?Abhirup and Adi break down a packed couple of weeks in AI—from Bay Area events and GPU deals to OpenAI/Anthropic updates, Tesla’s FSD v14, humanoid robots, and whether “bots” (as we knew them) are already passé. Plus: on‑device vs cloud, and how builders can ride the coming “chat‑as‑OS” wave.In this episode:- Fal.AI’s art‑a‑thon and what Fal actually does- Dreamforce vibes, parties, and the $$$ impact on SF- OpenAI x Broadcom chip chatter, AMD x Oracle capacity plans- OpenAI Dev Day: Sora 2, Agent Builder, GPT‑5 Pro via API, Chat Kit & “apps in ChatGPT”- Walmart’s ChatGPT integration and why this looks like an OS play- NVIDIA Spark “personal AI supercomputer” + on‑device vs cloud debate- Thinking Machines’ Tinker for fine‑tuning- Tesla FSD v14 “Mad Max,” Waymo’s vision‑first signals- Figure 3 humanoid launch- Anthropic Haiku 4.5 (fast + cheap) and use cases- General Intuition’s $133.7M seed for game/real‑world “acting” models- YC dropout banter, newsletter, and plugsChapters:0:00 [https://www.youtube.com/watch?v=mQd7WX3ZRnA] – Intro: The Silicon Diet, Ep. 2 “RIP Bots?”1:03 [https://www.youtube.com/watch?v=mQd7WX3ZRnA&t=63s] – Fal.AI art‑a‑thon & Adi’s pokerface.ai2:17 [https://www.youtube.com/watch?v=mQd7WX3ZRnA&t=137s] – What Fal.AI actually does (image inference platform)2:56 [https://www.youtube.com/watch?v=mQd7WX3ZRnA&t=176s] – Custom AI poker cards story (+ discount plug)5:59 [https://www.youtube.com/watch?v=mQd7WX3ZRnA&t=359s] – Dreamforce week in SF: vibes & freebies7:44 [https://www.youtube.com/watch?v=mQd7WX3ZRnA&t=464s] – Deloitte party ft. Alessia Cara8:12 [https://www.youtube.com/watch?v=mQd7WX3ZRnA&t=492s] – After‑parties (Hawthorne) & Chick‑fil‑A8:39 [https://www.youtube.com/watch?v=mQd7WX3ZRnA&t=519s] – Salespeople on the prowl: networking tactics9:20 [https://www.youtube.com/watch?v=mQd7WX3ZRnA&t=560s] – Dreamforce by the numbers (revenue, ~50k attendees)10:08 [https://www.youtube.com/watch?v=mQd7WX3ZRnA&t=608s] – Salesforce AI announcements (OpenAI, Gemini, AgentForce)10:50 [https://www.youtube.com/watch?v=mQd7WX3ZRnA&t=650s] – OpenAI x Broadcom chips; the scramble beyond NVIDIA12:31 [https://www.youtube.com/watch?v=mQd7WX3ZRnA&t=751s] – AMD x Oracle deal & 6 GW capacity plans13:41 [https://www.youtube.com/watch?v=mQd7WX3ZRnA&t=821s] – CUDA vs multi‑stack future + Sam Altman’s 100 GW comment14:04 [https://www.youtube.com/watch?v=mQd7WX3ZRnA&t=844s] – OpenAI Dev Day recap & Sora 2 cameo antics15:15 [https://www.youtube.com/watch?v=mQd7WX3ZRnA&t=915s] – Moderation & celebrity cameos (MLK, Hawking)16:41 [https://www.youtube.com/watch?v=mQd7WX3ZRnA&t=1001s] – OpenAI Agent Builder & workflow SDK18:39 [https://www.youtube.com/watch?v=mQd7WX3ZRnA&t=1119s] – GPT‑5 Pro via API19:39 [https://www.youtube.com/watch?v=mQd7WX3ZRnA&t=1179s] – Chat Kit + ChatGPT as an “OS”; Walmart integration22:01 [https://www.youtube.com/watch?v=mQd7WX3ZRnA&t=1321s] – Builder opportunities in the chat‑app ecosystem22:28 [https://www.youtube.com/watch?v=mQd7WX3ZRnA&t=1348s] – NVIDIA Spark: a personal AI “supercomputer”24:10 [https://www.youtube.com/watch?v=mQd7WX3ZRnA&t=1450s] – On‑device vs cloud: latency, bandwidth & cost27:38 [https://www.youtube.com/watch?v=mQd7WX3ZRnA&t=1658s] – Thinking Machines’ Tinker (fine‑tuning for researchers)30:05 [https://www.youtube.com/watch?v=mQd7WX3ZRnA&t=1805s] – Tesla FSD v14 “Mad Max”32:15 [https://www.youtube.com/watch?v=mQd7WX3ZRnA&t=1935s] – Parking, drive‑thrus & end‑to‑end drives33:39 [https://www.youtube.com/watch?v=mQd7WX3ZRnA&t=2019s] – Is Waymo going more vision‑first?34:04 [https://www.youtube.com/watch?v=mQd7WX3ZRnA&t=2044s] – Figure 3 humanoid: launch & scale debate36:00 [https://www.youtube.com/watch?v=mQd7WX3ZRnA&t=2160s] – Anthropic Haiku 4.5—fast, cheap, useful37:00 [https://www.youtube.com/watch?v=mQd7WX3ZRnA&t=2220s] – Coding with small models; free tiers (with ads?!)39:47 [https://www.youtube.com/watch?v=mQd7WX3ZRnA&t=2387s] – General Intuition’s $133.7M seed for “acting” models41:42 [https://www.youtube.com/watch?v=mQd7WX3ZRnA&t=2502s] – YC dropout banter42:18 [https://www.youtube.com/watch?v=mQd7WX3ZRnA&t=2538s] – Plugs, newsletter & sign‑off43:30 [https://www.youtube.com/watch?v=mQd7WX3ZRnA&t=2610s] – OutroSubscribe & newsletter:Get the weekly digest: thesilicondiet.comSubscribe wherever you listen to podcasts and drop a comment with your favorite segment.Personalized AI poker decks: mypokerface.ai — use code THESILICONDIET for 10% off (or DM Adi).x.com/abhiripx.com/adikal01x.com/thesilicondiet

Agents Can Pay Now - Ep. 1 - The Silicon Diet

The Silicon Diet — Ep. 1: Agents Can Pay NowAgents can finally buy things for you. We unpack OpenAI × Stripe’s Agentic Commerce Protocol (ACP), the rise of “GEO” (generative engine optimization), and why coding agents + IDE harnesses (Claude 4.5, Cursor Agent mode, Replit) feel like a real “systems worker,” not a chatbot. Plus: Sora 2 + AI video app, ChatGPT Pulse/Goals, a wild prompt-injection story, GDPval evals, SF robotaxis, and this week’s fundraises (PostHog → unicorn, Vercel $300M, Greptile $25M). Chapters 00:00 — Cold open & why we’re starting this 02:49 — Agents can pay now: OpenAI × Stripe ACP + Instant Checkout 06:05 — Sora 2 & AI video app: hype, use-cases, debate 09:33 — Harness era: from prompt to context engineering (Claude 4.5) 12:00 — Replit long-run challenge (18h, ~$180): agents that grind 13:08 — Agent IDEs: Cursor Agent mode, MCP, browser & logs; Adi’s toolkit 15:33 — ChatGPT Pulse & Goals vs Poki + real prompt-injection story 17:34 — Coder’s corner: GPT-5 Codex vs Claude Sonnet 4.5 in practice 18:50 — GDPval: OpenAI’s “% of work automated” eval; Opus 4.1 leading 21:17 — Robotaxi in SF: Waymo pullover, ticket rules, daily reality 23:44 — PostHog → unicorn: “Act 2” and deeper dev tooling 24:45 — Vercel $300M Series F: domains, drama, competitor plays 27:26 — Greptile $25M: the code-review wars 28:41 — What’s next: Supabase event, Dreamforce 2, wrap & CTAs Links & sources: • OpenAI × Stripe ACP & Instant Checkout — ⁠https://developers.openai.com/commerce/guides/get-started/⁠ [https://developers.openai.com/commerce/guides/get-started/] • Sora 2 overview + iOS app — ⁠https://openai.com/sora/⁠ [https://openai.com/sora/] • OpenAI posts on Pulse & Goals — ⁠https://openai.com/index/introducing-chatgpt-pulse/⁠ [https://openai.com/index/introducing-chatgpt-pulse/] • YC companies working in GEO: ⁠https://relixir.ai/⁠ [https://relixir.ai/] • GDPval PDF — ⁠https://openai.com/index/gdpval/⁠ [https://openai.com/index/gdpval/] • Anthropic: Claude Sonnet 4.5 + Agent SDK — ⁠https://www.anthropic.com/news/claude-sonnet-4-5⁠ [https://www.anthropic.com/news/claude-sonnet-4-5] • Bolt.new adopts 4.5 — ⁠https://x.com/boltdotnew/status/1973063093849567591⁠ [https://x.com/boltdotnew/status/1973063093849567591] • Replit Agent long-run challenge — ⁠https://x.com/amasad/status/1972863534334873628⁠ [https://x.com/amasad/status/1972863534334873628] • Cursor Agent mode / MCP changelog — ⁠https://cursor.com/changelog [https://cursor.com/changelog] ⁠ [https://cursor.com/changelog]• Lovable Cloud docs — ⁠https://lovable.dev/cloud⁠ [https://lovable.dev/cloud] • PostHog funding (“Act 2”) — ⁠https://posthog.com/blog/series-e⁠ [https://posthog.com/blog/series-e] • Vercel $300M Series F — ⁠https://vercel.com/blog/series-f⁠ [https://vercel.com/blog/series-f] • Greptile v3 + Series A — ⁠https://www.greptile.com/blog/series-a⁠ [https://www.greptile.com/blog/series-a] • Adi on Greg Isenberg - ⁠https://youtu.be/oVjNM18jtgQ?t=1656 [https://youtu.be/oVjNM18jtgQ?t=1656] ⁠ [https://youtu.be/oVjNM18jtgQ?t=1656]• Adi's Robotaxi reverses on a two-way street - ⁠https://x.com/AdiKall1/status/1969547257096912940⁠ [https://x.com/AdiKall1/status/1969547257096912940] Connect X / Twitter: ⁠https://x.com/thesilicondiet⁠ [https://x.com/thesilicondiet] YouTube: ⁠https://youtube.com/@thesilicondiet⁠ [https://youtube.com/@thesilicondiet] Website: ⁠https://thesilicondiet.com [https://thesilicondiet.com/]