Windsurf has had a tumultuous few weeks. The AI Coding startup's $3 billion acquisition by OpenAI fell through, leaving its 250 employees in turmoil.

We discuss the tension between corporate ambitions and employee welfare, spotlighting the ethical dilemmas in the tech industry.

Following the drama, Cognition steps in to acquire Windsurf's assets, providing remaining employees with a second chance. Tune in for key insights on corporate responsibility and the harsh realities of startup life.

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TIMESTAMPS

00:00 Setting The Stage
03:55 How Does It Work?
08:24 The $3 Billion Dollar Rug Pull
11:48 What Led To This
14:47 Why Are They Worth SO MUCH?
18:50 New Acquisition!
21:53 Who Really Wins Here?

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RESOURCES

Josh: https://x.com/Josh_Kale

Ejaaz:https://x.com/cryptopunk7213

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

Kimi K2 is a groundbreaking open-source AI model from China with 1 trillion parameters. We discuss its competitive advantages, including low operational costs and superior coding capabilities through a "mixture of experts" approach.

Josh highlights the implications for AI competition as Kimi K2 emerges in the market alongside OpenAI’s plans for an open-source model.

We also explore Kimi K2’s two versions—Base and Instruct—its impact on the AI landscape, and the challenges faced by OpenAI's ChatGPT, xAI's Grok, and Anthropic's Claude. Tune in for key insights on how Kimi K2 could reshape AI development!

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TIMESTAMPS

0:00 Intro
0:58 The Rise of Kimi K2
2:49 Efficiency and Cost Benefits
3:53 Training Breakthroughs Explained
5:37 Innovations in AI Training
6:30 The Impact of Open Source
8:05 Competitive Landscape of AI
9:41 Context Window Capabilities
12:55 The Surge of Kimi K2
15:36 Market Adoption Insights
19:57 Versions of Kimi K2
24:21 Privacy and Local AI
26:30 The AI Talent Landscape
31:04 China's AI Competitive Edge
32:40 Open Source vs. Closed Source
40:19 Closing Thoughts and Future Prospects
42:49 Get Involved

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RESOURCES

Josh: https://x.com/Josh_Kale

Ejaaz:https://x.com/cryptopunk7213

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

Renowned podcaster Dwarkesh Patel joins us to explore the "scaling era" of AI, characterized by rapid growth and significant compute investments. He discusses the impact of neural networks and transformers, the implications of scaling laws, and potential constraints as we approach artificial general intelligence (AGI).

Patel shares his skepticism about whether current AI models exhibit true intelligence, addresses ethical concerns around AI safety, and emphasizes the responsibilities of developers. The conversation touches on geopolitical dynamics, with major players like the U.S. and China shaping the future.

Concluding with a cautious outlook, Patel suggests a 60% chance of AGI by 2040 and highlights the importance of navigating AI complexities thoughtfully.

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TIMESTAMPS

00:00 Start
02:15 Introduction to Dwarkesh Patel
05:45 Defining the Scaling Era
12:00 Compute
20:00 Neural Networks and Human Intelligence
28:30 Reasoning Limits of Current AI
35:40 Implications of Energy Shortages
42:10 Human-AI Relationships
51:00 AI Alignment and Moral Responsibility
01:02:15 Geopolitical Considerations
01:12:30 AI Accountability and Governance
01:20:00 The Road Ahead for AI
01:30:00 Closing Remarks

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RESOURCES

Dwarkesh:
https://x.com/dwarkesh_sp

The Scaling Era: An Oral History of AI, 2019–2025:
https://www.amazon.com/Scaling-Era-Oral-History-2019-2025/dp/1953953557

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠