Elon, Sam, and Dario all agree about the potential end of the world… but do Theo and Ben?
2:53 New iPhones
22:24 Apple and Carriers
32:38 Astra’s Reliability
47:55 Codex Usage and Caching
1:19:44 Anthropic Resignation
1:38:38 Pacing the Frontier
1:40:02 Embedded AI Evaluators
1:43:10 The Hugging Face Hack
2:02:29 React Native Debate
2:09:18 Fast Inference Tradeoffs
2:12:40 Democratic AI Coordination
2:18:22 China and Global Pacing