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Weekly Roundtables with AI Experts and Founders. Stay ahead of the curve... Presented by PayPal Open: One Platform for All Business

Austin, TX
Joined January 2022
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Sam Altman’s AI predictions rely on a vision for “recursive self improvement” that does not yet exist, at least not publicly. On TWiAI 36, the panel considers whether or not one frontier lab really could run away with the entire AI game, or if Altman’s “3 pathways forward for AI” prediction rests on a faulty premise? Are the major labs talking about regulation so much because they’ve seen what kinds of models are coming next? Or just because regulation is good for whoever gets out to an early lead? Expert panelists Jaleh Rezaei (Mutiny) and Alex Cheema (EXO Labs) join Jason and Lon for a brand-new This Week in AI. @jason, @jalehr, @alexocheema, @lons, @mutinycorp, @exolabs 0:00 Cold Open / Show Intro 0:58 PayPal - Pay zero processing fees on your first $100K in eligible PayPal payment volume. Learn more at paypal.launch.co 2:56 How much hardware it takes to run local AI models 4:32 DHS orders DeepSeek out of federal systems 5:53 Why enterprise clients are uneasy about Chinese models 9:47 Could an open-source model "phone home" to Beijing? 14:10 Why enterprises are much more price sensitive about AI tools 16:39 Are Sam Altman's AI endgame theories "deranged"? 25:45 Why the major labs want more regulations 26:28 The ElevenLabs Archer controversy continues 34:30 Who actually owns the rights to your voice? 45:17 "Substack for AI Models" 46:20 China needs more chips than Nvidia can make 52:40 Are enterprises running more local models? 🎥 Watch the full episode here 👇
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Runlayer CEO Andy Berman oversees AI rollouts for Fortune 500s. He says the models are ready for enterprise-level work, but the companies aren’t. “An LLM without access to the right tools and resources, and specifically the data sources, which most companies will not give access to today… is almost useless.” New TWiAI with @berman66, @runlayer, @johnjnay, @normativeai, @jason and @Lons 0:00 PayPal - Pay zero processing fees on your first $100K in eligible PayPal payment volume. Learn more at paypal.launch.co 1:43 What we learned from Anthropic's S-1 9:30 Why only 2-3% of companies are really using AI 18:03 Jason's "reverse to-do list" agent 23:23 Will AI labs evolve beyond charging per token? 32:36 Browser use is basically solved 41:24 Are colleges giving performative "slop" degrees? 53:00 Why r/opensource banned AI projects 59:39 So what happens to the junior lawyers and analysts? 1:06:01 Peter Thiel's "math people vs. word people" binary 🎥 Watch the full episode here 👇
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Is this AI's PC moment? AI token cost is down. Models are more efficient. Open source is now good enough to do most work, and it's private and local.
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TWiAI Episode Droppedd! We had the honor of having @jalehr of @MutinyCorp for today’s roundtable! Four months after scrapping her $72M-backed SaaS product, Mutiny’s revenue was growing 188% week-over-week, 12x faster than its original launch. Catch the full episode - link in the comments.
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What an amazing episode out today with @alexocheema of EXO Labs for today’s AI roundtable! His open-source project EXO runs DeepSeek’s 671B-parameter model on four Mac Studios, and it has around 45K stars on GitHub. The data center might be sitting on your desk. Come tune in, full episode link in comments.
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AI labs are timing their IPO’s with singularity talk. AI risk or IPO marketing? @gsivulka : “I think it’s hard for everyone to determine whether or not this is a marketing tactic or a marketing stunt… Or if there is real risk.” “The general public has a very kind of like naive, idea of how this might impact their lives and how it might kill everyone.” @Jason @Lons
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What if there was an algorithm built for you to be LifeMaxxing? @jason: “What if the algorithm was suddenly designed by some incredibly anti-narcissistic, empathetic, deep person who said you know what the purpose of my… company is to build an algorithm for you in the real world, to experience joy, and to be challenged and be fulfilled in life.” @Lons @gsivulka @deepgramscott @mishindan1
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What an amazing interview with @jmorgan, Co-Founder & CEO of @ollama! 8.9M developers use Ollama every month, and today we asked Jeff why Fortune 500 companies are quietly switching to open models. Come break it down with us. Link in comments.
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Big companies are worried that the frontier labs they rent compute from today could launch the products that compete with them tomorrow. It’s a big reason so many of them now run open models on their own devices. Jeffrey Morgan of Ollama joins Jason to discuss that shift, the million-dollar AI bills nobody can explain, and his bet that most everyday AI work will soon happen right on your desk. @jason @jmorgan @ollama 0:43 PayPal - Pay zero processing fees on your first $100K in eligible PayPal payment volume. Learn more at paypal.launch.co 3:11 Why enterprises are getting token shock 4:23 Can you trust the frontier labs with your data 7:06 Why companies want to own their AI stack 8:56 How close are open models to the frontier? 11:57 Running real AI work on your own desk 15:14 The Goldilocks zone and unmetered AI 25:12 Decision models that replace code 29:32 Who makes money when everything gets commoditized 33:19 Why every enterprise is building its own router 35:56 Can you depend on the frontier labs 42:37 Sentient being or powerful software 43:57 Open models, security, and the Hugging Face hack 🎥 Watch the full episode here 👇
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Does Gemini 4 Argon put Google back on the AI frontier? Early tests suggest it gets close to Opus 5.5 quality for a fraction of the cost. Find out more in our Substack. Link in comments.
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