This week Jason Howell and Jeff Jarvis dig into Anthropic's public S-1, from its $2 trillion target valuation and the single voting share its founders control to roughly 90 pages of risk factors, Elizabeth Warren's demand for answers, and a Claude model that pulled Georgia vote counts without being asked. They also cover OpenAI and Anthropic claiming the same math breakthrough on the same day, and Google's Gemini 4 Carbon, which dropped in the middle of the show.
Also in this episode: DeepMind's Genie 4 world model, Gemini Live gets a face, Walmart welcomes the AI shopping agents Amazon blocks, the tokenizer tax on non-English languages, Rest of World's uncertain future, Apple Creator Studio's new assistant, Teams phishing detection, Hugging Face's DNA chat model, and Claude Duet. New episodes every Wednesday at aiinside.show.
Note: Time codes subject to change depending on dynamic ad insertion by the distributor.
CHAPTERS:00:00 - Podcast begins02:42 - Anthropic's IPO and marketing of peril21:27 - OpenAI and Anthropic's dueling math proofs34:41 - Breaking: Gemini 4 Carbon37:37 - Genie 4 world model45:22 - Gemini Live gets an avatar53:38 - Walmart welcomes AI shopping agents56:44 - The tokenizer tax on non-English languages1:01:23 - Rest of World's uncertain future1:03:33 - Apple opens its apps to AI agents1:09:38 - Microsoft Teams phishing detection1:10:18 - Hugging Face's DNA chat model1:11:53 - Claude Duet's proactive agents1:12:57 - AI doom and retirement savings1:13:46 - Wrap-up and host plugs
SOURCES: Anthropic IPO: S-1 Filing Offers First Look at Claude Maker’s Finances - Bloomberg Anthropic’s Risk Factors Include ‘Catastrophic AI-Related Incident’ Elizabeth Warren Demands Answers From Anthropic on ‘Existential’ Risks See How Anthropic Arrived at Its Mind-Boggling $40 Trillion Market Opportunity Anthropic model accessed voter information OpenAI says its AI model has disproved the Exponential Time Hypothesis video explaining it OpenAI Announces New Discoveries In Mathematics, Computer Science And Physics Dueling proofs from OpenAI and Anthropic astound scientists | Scientific American OpenAI: Working with academic communities to build scientific understanding Google announces Gemini 4 Carbon with ‘significant gains across coding and agentic tasks’ DeepMind unveils Genie 4 world model promising more realistic physics and humans Introducing Gemini 3.8 Live with Live Avatar While Amazon blocks AI agents, Walmart rolls out the welcome mat | TechCrunch AI models cost more when you don’t use English Rest of World faces prospect of shutting down Apple Creator Studio gets powerful new AI features using OpenAI models Microsoft Teams to get AI-powered, context-aware phishing detection Hugging Face’s New AI Biology Model Lets You Chat With DNA | WIRED Claude Duet app is Anthropic's bet on agents | TechCrunch Hosts: Jason Howell and Jeff Jarvis
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