Cerebras IPO'd on the NASDAQ and popped 160 percent before settling at 100. Compute futures are showing up on the Chicago Mercantile Exchange, right next to corn and grain — which means somebody's pricing in a compute crunch within two to three years. Demis Hassabis's Isomorphic Labs raised $2.1B to solve all disease. Musk's case against OpenAI got thrown out on a timing technicality. OpenAI bought a four-letter podcast for around a hundred million that neither host could quite pull from memory. Siri's opening up to outside models — called it OPEN RELATIONSHIPS.
Then there's the burger joint. Tay walks into an empty place in a small Portuguese town called Buns. The owner — disheveled, wired, looks like he hasn't showered in days — pulls out his laptop and shows off a full localhost ops suite he's built for his restaurant. Sales dashboards. Accounting. A cinematic universe of AI-generated cartoons featuring skateboarding bananas speaking the regional dialect. A Telegram-controlled QR-code two-player game on the wall. The feature he uses most? Photographing supplier invoices to send to his accountant — same job he used to do with paper.
Also: Claude Opus 4.7 has started pushing back instead of agreeing. Meta's Tribe V2 models what's happening in your brain when you use a product. OpenHuman trends on GitHub. The Hours voice agent monologued for thirty seconds and hung up on River and Nonno mid-call. Land Library hits its first real product-market-fit moment — a thirty-year real estate veteran asking how to get more access. The deep dive goes into interfaces: tables, beds, the Hong Kong rooftop cinema that turned Dirty Dancing into a participatory event, holographic wearables, ingestibles, the jacket that vibrates left to turn you.
If we stop measuring AI by GDP and start measuring hours saved, dopamine spent, and addiction risk — what does the real ROI dashboard actually look like?TIMESTAMPS
(00:00) Cold open
(02:51) Weekly Check-in
(03:39) News
(28:26) Tools
(44:23) Building
(56:47) Rabbit Holes
(01:03:34) Open Questions
(01:17:23) Deep Dive — Interfaces
(01:47:52) AMA
RESOURCES
PEOPLE
Demis Hassabis — Google DeepMind co-founder, runs Isomorphic Labs
Johnny Ive — collaborating with OpenAI on a hardware project
Spike Jonze — directed "Her"
Stefan Sagmeister — designer, recent Long Now talk on progress
PROJECTS / COMPANIES / TOOLS
Cerebras Systems — AI chips, IPO'd with 160% pop on NASDAQ
Claude Opus 4.7 — Anthropic's model, now pushing back instead of agreeing
Gemini Flash Live 3.1 — Google voice model powering Hours
Hours — their voice-based micro-consulting agent
Isomorphic Labs — Hassabis's $2.1B drug-discovery raise
Land Library / Landbook — their land-relationship tool
OpenHuman — Mac-native open source agent, trending on GitHub
TBPN — podcast OpenAI acquired for ~$100M [exact letters unclear — check ~9:42]
Tribe V2 — Meta's brain-response modeling tool
FRAMEWORKS / CONCEPTS / LAWS
Bullshit Jobs — ~60% of white-collar work is unnecessary, per the book
Compute futures — arriving on the Chicago Mercantile Exchange
Gross National Happiness — Bhutan's alternative to GDP
Kaitiaki — Māori concept of land stewardship
Treaty of Waitangi — Māori–British translation gap on land ownership
PAPERS / ARTICLES / ESSAYS
Solve Everything — paper by Alex Grosnauis and Peter de Montes [names unclear — check ~16:36]
OTHER
Buns — Portuguese burger joint with a full localhost ops suite and AI banana cartoons