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

Grok-4 just leap-frogged every frontier model, topping AGI and coding benchmarks, crushing PhDs across disciplines, and even selling vending machines better than humans, all barely 28 months after XAI was born. We unpack the launch event, new voice mode, gaming-first tools, Grok-Heavy’s multi-agent powerhouse, and why Elon’s Tesla integration could make AI your on-the-go co-pilot. Stick around for what this acceleration means as GPT-5, Claude 4.5, and Gemini 3.0 line up next.

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TIMESTAMPS

00:00 Grok4 Is Now The Smartest AI In The World
05:19 How Did They Do It?
08:00 Humanities Last Exam
13:12 The AGI Test
18:50 Grok Gaming
23:12 Video Generation
26:01 Grok Heavy Is Insane
32:02 Grok For Tesla
35:39 What's Next

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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

This morning, the CEO of X, Linda Yaccarino has unexpectedly stepped down just hours before Elon and the xAI team announce the release of Grok 4.

This happens at an interesting time as we have: Grok going rogue last night, Grok4 announcement from Elon this evening, and product legend Nikita Bier recently joining as head of product.

We've compiled all the evidence - Here's everything you need to know about the saga.

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TIMESTAMPS

00:00 Linda Steps Down
07:47 Who TF Is Nikita Bier
17:59 OpenAI vs xAI World Building
24:12 Grok4 Integrations
31:09 The X Universe IS HUGE

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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

Cathie Wood is placing some of the boldest bets in investing history, spanning AI, robotaxis, brain chips, crypto, and even space. In this episode of Bankless, the ARK Invest CEO joins Chief Futurist Brett Winton to break down her five highest-conviction technologies - opportunities she believes could unlock over $20 trillion in enterprise value.
You’ll hear why Elon Musk’s empire is at the center of it all, how Tesla’s robotaxis could become the biggest AI project on Earth, and why Neuralink, Starship, and stablecoins are converging to spark a new era of productivity and exponential growth.
This isn’t just tech optimism - it’s Cathie Wood’s vision for the future of innovation.

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TIMESTAMPS

0:00 Intro
3:07 Elon Musk and the Data Flywheel
9:58 The Power of Wright’s Law
17:28 Forecasting AI’s Trillion-Dollar Impact
21:36 Why ARK Owns xAI, OpenAI, and Anthropic
27:05 Google and Apple’s AI Blindspots
33:54 Why X Merged with xAI
42:16 Robotaxis: The Biggest AI Project on Earth
50:03 Robo GDP: AI’s Real-World Economic Boost
53:33 Tesla’s Scaling Advantage
59:28 The Humanoid Opportunity
1:07:08 Neuralink: AI, Enhanced
1:12:00 Starlink & SpaceX: The $2.5T Bet
1:18:27 Crypto’s Stablecoin Supercycle
1:29:45 Macro & Trump’s Strategy

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RESOURCES

Cathie Wood
https://x.com/CathieDWood

Brett Winton
https://x.com/wintonARK

Ark’s SpaceX Report
https://www.ark-invest.com/articles/valuation-models/ark-expected-value-spacex-2030

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

Imagine spitting into a $2 test tube, dozing off, and waking up to an AI-written health roadmap that flags hidden genetic typos and tells you exactly how to dodge disease. That’s the jaw-dropping future unlocked by Google’s new “Alpha Genome.” 🧬✨ In this episode, Josh and Ejaaz break down how this model reads a million DNA letters at once, pairs with CRISPR to correct single-letter glitches, and slashes genome-sequencing time from 30 days to a single night. They also reveal Microsoft’s new diagnostic AI that outperforms top physicians 4-to-1, why personalized “always-on” medicine could save $225 billion a year, and how bio-engineering is quietly becoming the next trillion-dollar wave. Hit play to see how AI is rewriting the code of life, and why living to 150 might be closer than you think.

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TIMESTAMPS

00:00 What Is Alpha Genome?
04:56 DNA For Dummies
10:34 The Next Multi Trillion Dollar Industry
11:59 Microsoft's Superhuman Doctor
16:30 How Does It Work?
22:09 Local Models on Your Phone
26:44 The Role of Humans
29:39 The Most Important Tech Of This Decade

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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

Mark Zuckerberg just wrote the biggest talent-check in tech history - $2.5 B (about $300 M per head) to poach eight of the minds behind GPT-4 and launch “Meta Super-Intelligence Labs.” We unpack how Zuck assembled his AI Avengers, why elite researchers now cost more than NBA rosters, and what this arms race means for OpenAI, Anthropic, and the entire job market. You’ll hear the back-story on secret dinner pitches, eye-watering sign-on bonuses, and whether Meta’s next frontier model will stay open-source or slam the vault shut. Stick around for hard truths about junior dev jobs, the three skills that will keep you relevant, and a few spicy predictions for the road to super-intelligence.
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TIMESTAMPS

00:00 Start
03:42 Who Secured The Bag?
08:43 $100M Signing Bonus
12:01 Founder Mode Zuck
18:54 Is OpenAI Cooked?
27:59 Meta Going Closed Source?

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RESOURCES

David: https://x.com/trustlessstate

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