Aravind Srinivas & Edwin Chen: The $1B Bootstrap, Apple's AI Edge, and Benchmarks

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This week we sat down with Aravind Srinivas and Edwin Chen. Aravind is the co-founder and CEO of Perplexity, whose revenue has grown from $100M to $500M on the back of Perplexity Computer. Edwin is the co-founder and CEO of Surge AI, the data training company teaching frontier models how to think, which quietly bootstrapped past $1B in revenue without ever raising a dollar. This Week In AI is made possible by: PayPal Open - One Platform for all Business: https://paypalopen.com/ Timestamps: 00:00 Cold open 01:00 Welcome & intro to Aravind Srinivas and Edwin Chen 02:40 Why Perplexity Comet and Perplexity Max are taking off 05:25 Edwin on Surge AI and why "data labeling" is the wrong term 10:47 Tim Cook steps down — what Apple's new CEO should do 13:56 Owning your agent loops: why Apple wins 21:20 "The iPhone is not getting disrupted by AI at all" 23:09 $242B raised in Q1 2026 and the late-stage capital flood 23:55 Edwin on bootstrapping Surge past $1B without raising 25:09 The ChatGPT "one weird trick" story and clickbait models 30:58 Claude Code as a loss leader to dominate token collection 33:30 Are we in the endgame for coding? 35:35 Autocomplete to auto-diff to auto-outcomes 38:54 The death of the no-code movement 41:34 30% headcount growth, 5x revenue, the efficiency playbook 45:41 AI in Hollywood, Gal Gadot, and $70M movies that should cost $200M 50:29 "People don't buy models, they buy products" 57:20 Specialization vs commoditization — what actually accrues value58:00 "LM Arena is a cancer on AI" 63:34 Perplexity's heuristics for measuring user intent65:41 Model Council, Jensen Huang, and orchestrating frontier models 71:23 Most impressive AI experiences — WhisperFlow, Grok on X, Claude Design, and WHOOP 78:29 Hiring at Surge AI and Perplexity Subscribe to This Week in AI on Apple:https://thisweekinai.ai/apple Subscribe to This Week in AI on Spotify:https://thisweekinai.ai/spotify Follow Jason: X: @jason LinkedIn: /jasoncalacanis Check out all our partner offers: https://partners.launch.co/ Links Mentioned on the Show: Perplexity: https://perplexity.ai/ Surge AI: https://surge.ai/ Perplexity Comet: https://comet.perplexity.ai/ Perplexity Max: https://perplexity.ai/max Claude Code: https://claude.com/product/claude-code Claude Design: https://claude.com/claude-design OpenAI Codex: https://openai.com/codex GitHub Copilot: https://github.com/features/copilot Cursor: https://cursor.com/ LM Arena: https://lmarena.ai/ Kimi K2: https://www.kimi.com/ DeepSeek: https://www.deepseek.com/ Apple Silicon: https://www.apple.com/mac/m4/ WhisperFlow: https://wisprflow.ai/ WHOOP: https://www.whoop.com/

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/]

6. Mai 20261 h 17 min

Aravind Srinivas & Edwin Chen: The $1B Bootstrap, Apple's AI Edge, and Benchmarks | TWiAI E10

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