Cursor's $60B Deal, DeepSeek V4 & the Death of the AI Moat | This Week in AI E11

"Nobody Lost Their Job to AI, Just the Promise of AI" - This Week in AI Ep 15

The AI jobs panic is here. Meta cut 8,000. Intuit cut 3,000. CapEx went up. Nobody can agree if anyone has actually lost a job to AI, or just to the promise of it. We dug into the GPU squeeze, the new craft of "reward engineering," Pope Leo's call to disarm AI, and why Chinese open-source models just blew past American ones in token usage. This week's roundtable: Erik Bernhardsson (CEO of Modal Labs, the serverless GPU cloud), Tanay Kothari (CEO of Wispr Flow, the voice dictation app every VC in the valley uses), and Richard Socher (CEO of Recursive Superintelligence and You.com). Thank you to our exclusive sponsor: PayPal Open, One Platform for All Business: http://paypalopen.com/ Timestamps: 0:00 Cold open 0:53 Welcome to Episode 15 5:53 Recursive's plan to build a self-improving "Eureka machine" 8:10 Token spend now exceeds headcount at the frontier 9:56 GPU crunch, Hopper prices, and the Anthropic-Colossus shockwave 12:23 Wispr Flow's 90% gross margin playbook 14:30 Running $100M in marketing with two humans and a swarm of agents 18:29 Reward hacking, paperclips, and the rise of the "reward engineer" 24:39 Why CEOs put one person in charge: multi-objective AI 28:17 Meta's 8,000 layoffs, $145B CapEx, Goldman vs. Stanford 33:23 "Nobody lost their job to AI, just the promise of AI" 37:57 Jevons paradox: software demand is infinite, illustrations aren't 39:48 Meta's keystroke monitoring and the back-channel reaction 42:55 Equity, Trump accounts, and rooting for your old employer 44:06 The Bloomberg/Indeed dev jobs chart 47:34 Jason's pitch: hiring a 22-year-old AI-native "software valet" 50:29 Pope Leo: "AI needs to be disarmed" 57:41 Chris Olah on AI displacement and the global poor 1:00:46 Chinese models hit 9 trillion tokens, DeepSeek V4 Flash goes #1 1:03:04 Strange biases, Tiananmen Square, and the US open-source vacuum 1:05:07 Who they're hiring 🔗 Guests: Erik Bernhardsson, Modal Labs: https://modal.com | https://x.com/bernhardsson Tanay Kothari, Wispr Flow: https://wisprflow.ai | https://x.com/tankots Richard Socher, Recursive Superintelligence / You.com: https://recursive.com | https://x.com/RichardSocher 🔗 Referenced in this episode: Modal Labs: https://modal.com Wispr Flow: https://wisprflow.ai Recursive Superintelligence launch: https://recursive.com You.com: https://you.com Anthropic / SpaceX Colossus 1 compute deal: https://www.anthropic.com/news/anthropic-spacex TechCrunch on the $1.25B/month Anthropic-xAI compute deal: https://techcrunch.com/2026/05/20/anthropic-will-pay-xai-1-25-billion-per-month-for-compute/ Meta's 8,000 layoffs and 2026 AI CapEx of $145B: https://www.reuters.com Intuit cuts 3,000 jobs to fund AI integration: https://www.reuters.com Goldman Sachs CEO David Solomon NYT op-ed on AI job loss: https://www.nytimes.com Stanford study on entry-level AI-exposed jobs (-16%): https://digitaleconomy.stanford.edu Pope Leo XIV: "AI needs to be disarmed": https://www.vatican.va Chris Olah (Anthropic) on AI and the global poor: https://www.anthropic.com OpenRouter token usage leaderboard: https://openrouter.ai/rankings DeepSeek V4 Flash: https://www.deepseek.com Qwen 3 Max (Alibaba): https://qwenlm.ai 🔗 Subscribe and follow: Newsletter and all platforms: https://thisweekinai.ai #ThisWeekInAI #AI #ModalLabs #WisprFlow #Recursive #YouCom #DeepSeek #Qwen #MetaLayoffs #Anthropic #Colossus #PopeLeo #RewardHacking #AIJobs #OpenSource

Grads boo AI, Reese Witherspoon gets dunked + Karpathy joins Anthropic | TWiAI E14

The frontier labs are coming for the application layer, and they're going to steal your idea. We dug into Andrej Karpathy's move to Anthropic, the new rules of AI etiquette, and why graduates are booing AI at commencement speeches. This week's roundtable: Kanjun Qiu (CEO of Imbue, building open source agents), Jeremy Fraenkel (CEO of Fundamental, large tabular models for enterprise data), and Karri Saarinen (CEO of Linear, the product development system used by OpenAI, Coinbase, Cursor, Ramp, and Cash App). Thank you to our exclusive sponsor: PayPal Open, One Platform for All Business: http://paypalopen.com/ Timestamps: 0:00 Cold open 1:02 Welcome to Episode 14 of This Week in AI 1:45 Kanjun Qiu on Imbue's GPU cluster bet that funds the company 5:38 Jeremy Fraenkel on why LLMs choke on structured enterprise data 9:36 Karri Saarinen on Linear and product work for AI agents 12:50 Design in the age of AI: why early-stage product design is getting worse 21:18 Jason coins "AI etiquette": your output is your responsibility 33:30 Andre Karpathy joins Anthropic 40:00 The cult of each AI lab: SpaceX, Anthropic, OpenAI 47:00 Anthropic's pricing misstep and the "punk software" movement 50:00 The verticalization war coming for the application layer 55:00 "Claude knows more about me than my partner": power concentration in AI 58:30 Mac M5 clusters and confidential compute on AWS 1:07:30 Graduates boo AI at commencement: Schmidt, Borchetta, Cawfield 1:22:00 Four founders deliver their own commencement speeches 1:28:30 Reese Witherspoon vs the New York Times 1:33:00 Plugs and where to find the guests 🔗 Guests on X: Kanjun Qiu, Imbue: https://imbue.com | https://x.com/kanjun Jeremy Fraenkel, Fundamental: https://fundamental.tech | https://x.com/fraenkelj Karri Saarinen, Linear: https://linear.app | https://x.com/karrisaarinen 🔗 Referenced in this episode: Andre Karpathy joins Anthropic (announcement): https://x.com/karpathy/status/2056753169888334312?s=20 Imbue Blueprint (open source agent skill): https://imbue.com/blueprint ExoLabs (daisy-chained Mac clusters): https://exolabs.net Abacus (on-prem language models): https://goabacus.co Whisper Flow (voice-to-text): https://wisprflow.ai Perplexity Model Council: https://perplexity.ai NYT editorial on Reese Witherspoon and AI: https://www.nytimes.com/2026/05/15/opinion/reese-witherspoon-mel-robbins-girlboss-ai.html 🔗 Subscribe and follow: Newsletter and all platforms: https://thisweekinai.ai #ThisWeekInAI #AI #Imbue #Fundamental #Linear #Anthropic #OpenAI #Karpathy #AIEtiquette #VibeCoding #PunkSoftware #AICommencement #OpenSourceAI

How the 1% Will Own Compute (and What It Means for You)

The future of AI isn't a smarter chatbot. It's a model that watches your screen, listens to the room, and acts on what it sees. We dug into Thinking Machines' new interaction model, what it means for compute, and the layoff wave that's already here.This week's roundtable: Anastasios Angelopoulos (CEO of Arena, formerly LMArena), Nick Harris (CEO of Lightmatter, photonic computing chips), and Philip Johnston (CEO of StarCloud, building megawatt data centers in space). Thank you to our exclusive sponsor: PayPal Open, One Platform for All Business: http://paypalopen.com/ Timestamps: 0:00 Cold open 1:21 Welcome to Episode 13 2:51 Is China closing the AI gap? Arena's data 5:16 Lightmatter and the photonic interconnect bottleneck 9:42 StarCloud 2, Nvidia Space Ruben 1, and orbital data centers 17:24 Thinking Machines' interaction model: what's actually new 28:22 Whisper Flow and the 3-pedal desk setup 33:48 Real-time desktop and camera awareness as the real unlock 40:25 Why this 100x's compute demand 42:43 The polarization of compute and $10M personal data centers 49:25 The layoff wave: Cloudflare, PayPal, Coinbase, Upwork 54:48 The 10x gap between AI-first and non-AI-first employees 59:52 Unlimited agency and the abundance future 1:00:46 Anthropic's Project Luna runs a retail store 1:03:45 Decoupling labor from value creation 1:05:03 P(doom) round 🔗 Guests: Anastasios Angelopoulos, Arena: https://arena.ai | @ML_Angelopolous Nick Harris, Lightmatter: https://lightmatter.co Philip Johnston, StarCloud: https://starcloud.com | @philipjohnston 🔗 Referenced in this episode: Thinking Machines, Introducing Interaction Models: https://thinkingmachines.ai/blog/interaction-models/ LMArena leaderboard: https://lmarena.ai Lightmatter: https://lightmatter.co Starcloud: https://www.starcloud.com TechCrunch, Cloudflare says AI made 1,100 jobs obsolete: https://techcrunch.com/2026/05/08/cloudflare-says-ai-made-1100-jobs-obsolete-even-as-revenue-hit-a-record-high/ Fast Company, Tech layoffs this week due to AI (Cloudflare, PayPal, Coinbase, Upwork): https://www.fastcompany.com/91538995/tech-layoffs-due-to-ai-this-week-cloudflare-paypal-coinbase-upwork Bloomberg, South Korea floats citizen dividend from AI profits: https://www.bloomberg.com/news/newsletters/2026-05-12/korea-s-massive-ai-boom-triggers-call-for-tech-tax-roiling-market PYMNTS, Inside a retail store run entirely by AI (Andon Labs / Luna): https://www.pymnts.com/artificial-intelligence-2/2026/inside-a-retail-store-run-entirely-by-ai/ Wispr Flow (voice-to-text tool Jason uses): https://wisprflow.ai Fermi Paradox: https://en.wikipedia.org/wiki/Fermi_paradox 🔗 Subscribe and follow: Newsletter and all platforms: https://thisweekinai.ai #ThisWeekInAI #AI #ThinkingMachines #Lightmatter #StarCloud #Arena #Anthropic #ProjectLuna #AIcompute #AIlayoffs #Superintelligence

Is Anthropic a Cult? AI Beats ER Doctors & Recursive Self-Improvement | This Week in AI E12

This week, JCal sits down with two builders working on opposite ends of the AI stack: Naveen Rao, co-founder and CEO of Unconventional AI (his $4.5B startup rethinking the computer from first principles), and Trey Holterman, co-founder and CEO of Tennr, the platform automating the messy paperwork that decides whether millions of patients ever get the care they need. They break down why AI already beats ER doctors at diagnosis, why Epic is the most hated company in healthcare, what it takes to disrupt healthcare's $5 trillion incumbents, and whether $1.1 trillion in hyperscaler CapEx will pay off before the energy runs out. Mentioned in the show: * Unconventional AI: https://unconv.ai [https://unconv.ai] * Tennr: https://tennr.com [https://tennr.com] * Abridge: https://abridge.com [https://abridge.com] * Ambience Healthcare: https://ambiencehealthcare.com [https://ambiencehealthcare.com] * Epic: https://epic.com [https://epic.com] * Plaud (NotePin): https://plaud.ai [https://plaud.ai] * Whoop: https://whoop.com [https://whoop.com] * Function Health: https://functionhealth.com [https://functionhealth.com] * Oura: https://ouraring.com [https://ouraring.com] * Eight Sleep: https://eightsleep.com [https://eightsleep.com] * Perplexity: https://perplexity.ai [https://perplexity.ai] * Databricks: https://databricks.com [https://databricks.com] * Harvard / Beth Israel ER study: https://www.harvardmagazine.com/ai/ai-outperforms-doctors-diagnosis-harvard-study [https://www.harvardmagazine.com/ai/ai-outperforms-doctors-diagnosis-harvard-study] * Jack Clark on recursive self-improvement: https://jack-clark.net [https://jack-clark.net] This Week In AI is made possible by:PayPal Open - One Platform for all Business: https://paypalopen.com [https://paypalopen.com] Timestamps: 00:00 Cold open 00:51 Welcome & intro to Naveen Rao (Unconventional AI) and Trey Holterman (Tennr) 05:43 Tennr's mission: fixing the U.S. healthcare "black hole" 06:23 Why primary care is changing in the AI era 09:09 The radiologist that wasn't replaced & what AI got right in 2015 15:31 Harvard study: AI beats ER doctors 67% to 55% 20:16 Plaud Pin & the always-on AI in the exam room 22:29 AI scribes, EMR privacy & how Abridge actually works 24:01 Whoop, Aura & when wearable data finally meets the clinic 25:20 Epic, FHIR & the 800-pound gorilla of healthcare 34:21 Disrupting Epic with an open-source EMR play 37:20 The Abridge vs Ambience scribe wars 42:06 Jack Clark's 60% odds on recursive self-improvement by 2028 53:41 Morgan Stanley's $1.1 trillion hyperscaler CapEx forecast 1:04:53 Anthropic's marketing machine & the AI religion thesis Subscribe to This Week in AI on Apple: https://thisweekinai.ai/spotify [https://thisweekinai.ai/spotify] Subscribe to This Week in AI on Spotify: https://thisweekinai.ai/apple [https://thisweekinai.ai/apple] Thanks for watching! 🤖 If you want to stay ahead of the curve on all things AI, make sure to join our community across all platforms: 📩 Get the Weekly Newsletter: https://thisweekinai.ai/ [https://thisweekinai.ai/] 📺 Subscribe on YouTube: https://www.youtube.com/@ThisWeekinAIPodcast [https://www.youtube.com/@ThisWeekinAIPodcast] 📸 Instagram: https://www.instagram.com/thisweekinaipodcast [https://www.instagram.com/thisweekinaipodcast] 📱 TikTok: https://www.tiktok.com/@thisweekinaipodcast [https://www.tiktok.com/@thisweekinaipodcast] ✖️X: https://x.com/ThisWeeknAI [https://x.com/ThisWeeknAI] Follow Jason: X: https://twitter.com/Jason [https://twitter.com/Jason] LinkedIn: https://www.linkedin.com/in/jasoncalacanis [https://www.linkedin.com/in/jasoncalacanis] Follow Oliver: https://x.com/oliverkorzen [https://x.com/oliverkorzen] Check out all our partner offers: https://partners.launch.co/ [https://partners.launch.co/]

Cursor's $60B Deal, DeepSeek V4 & the Death of the AI Moat | This Week in AI E11

This week Jason sits down with three founders at the frontier of AI infrastructure, software development, and vertical AI: Matan Grinberg, co-founder and CEO of Factory; Russ d'Sa, co-founder and CEO of LiveKit; and George Sivulka, founder and CEO of Hebbia. They break down why AI coding agents are more powerful than vibe coding, how voice became the default interface for AI, why LLMs are becoming commoditized like RAM, and what it actually takes to build a moat in 2026. Mentioned in the show: * Factory: https://factory.ai [https://factory.ai] * LiveKit: https://livekit.io [https://livekit.io] * Hebbia: https://hebbia.com [https://hebbia.com] * Cursor: https://cursor.com [https://cursor.com] * DeepSeek V4: https://deepseek.com [https://deepseek.com] * SpaceX / xAI: https://x.ai [https://x.ai] * Polymarket (Cursor acquisition odds): https://polymarket.com/event/will-spacex-acquire-cursor [https://polymarket.com/event/will-spacex-acquire-cursor] * LM Arena (model benchmarks): https://lmarena.ai [https://lmarena.ai] * SWE-bench (coding benchmarks): https://swebench.com [https://swebench.com] * Silicon Valley HBO clip (Son of Anton): https://www.youtube.com/watch?v=m0b_D2JgZgY [https://www.youtube.com/watch?v=m0b_D2JgZgY] This Week In AI is made possible by: PayPal Open - One Platform for all Business: https/:/paypalopen.com/ Timestamps: 00:00 Intro & AGI debate: where are we really? 02:26 Meet the guests: Matan Grinberg, Russ d'Sa, George Sivulka 03:30 Factory's mission: bringing autonomy to software engineering 04:29 LiveKit's origin: open source WebRTC to ChatGPT voice backbone 07:40 Learned helplessness and the raptor fence: a founder story 10:31 Hebbia: financial superintelligence for capital markets 13:21 SpaceX acquiring Cursor for $60B: the deal breakdown 17:28 Why enterprises can't standardize on one model provider 21:50 The Silicon Valley clip: when AI deletes all the software 23:09 How AI coding tools have changed internal dev workflows 26:28 Moats in the age of vibe coding: what actually protects you 30:12 The relentless iteration promise as a company's core moat 33:40 Slack example: the buy vs. build calculation in 2026 38:10 Deterministic agents and encoding institutional expertise 41:17 LLMs as commoditized infrastructure: where value pools 45:56 DeepSeek V4 drops mid-episode: $3.48 vs. Claude's $25 50:13 AI in financial markets: arbitrage, meme stocks, and ASI 56:58 China blocks Metas acquisition, OpenAI-Microsoft deal redux 58:41 AGI definitions and who wins the US vs. China model race 01:02:13 US open source embarrassment and the talent war 01:05:23 OpenAI's spend vs. revenue: risk of ruin or name of the game? 01:09:14 Apple's new CEO, M-series compute flood, and space data centers 01:12:08 P-doom scores and final thoughts Subscribe to This Week in AI on Apple: https://thisweekinai.ai/apple [https://thisweekinai.ai/apple] Subscribe to This Week in AI on Spotify: https://thisweekinai.ai/spotify [https://thisweekinai.ai/spotify] Follow Jason: X: https://twitter.com/Jason [https://twitter.com/Jason] LinkedIn: https://www.linkedin.com/in/jasoncalacanis [https://www.linkedin.com/in/jasoncalacanis] Follow Oliver: https://x.com/oliverkorzen [https://x.com/oliverkorzen] Check out all our partner offers: https://partners.launch.co/ [https://partners.launch.co/]