What About... An OpenAI Bubble?

All Episodes

November 12, 2025 • 73 mins

Jason Howell and Jeff Jarvis discuss Yann LeCun’s possible Meta exit, SoftBank unloading its Nvidia stake for an OpenAI investment, an AI-generated artist topping Billboard’s country chart, OpenAI’s talks with Washington over federal loan guarantees, Perplexity’s stance on companion chat bots, Apple reportedly licensing Google’s Gemini, Amazon launching Kindle Translate, and Google Photos expanding with Nano Banana features. CHAPTERS: 0:03:33: Meta chief AI scientist Yann LeCun plans to exit to launch startup, FT reports 0:09:03: Cambrian-S: Towards Spatial Supersensing in Video: by Li, LeCun, et al 0:10:11: Fei-Fei Li’s World Labs speeds up the world model race with Marble, its first commercial product 0:16:45: SoftBank Sells Its Nvidia Stake for $5.8 Billion to Fund OpenAI Bet 0:20:10: Anthropic Is on Track to Turn a Profit Much Faster Than OpenAI 0:27:40: OpenAI discussed government loan guarantees for chip plants, not data centers, Altman says 0:29:19: @sama: I would like to clarify a few things. 0:38:51: Country’s No. 1 Digital Song Is an AI Smash, But Who Is Breaking Rust? Jeff's Arxiv Showdown 0:47:13: How Similar Are Grokipedia and Wikipedia? 0:49:24: Brain Organoid Computing 0:49:45: What We Can Learn From Brain Organoids 0:51:18: LLM-Based Multi-Agent System for Simulating and Analyzing Marketing and Consumer Behavior 0:52:00: Shareholder Democracy with AI Representatives 0:53:00: No. 10's synthetic voters 0:55:03: Perplexity's CEO says he's worried about AI companionship apps: 'Your mind is manipulable very easily' 0:56:20: tangentially related; might not mention: Tim Wu and Cory Doctorow’s NPCs: Non-Player Consumers 0:57:44: Apple Plans to Use 1.2 Trillion Parameter Google Gemini Model to Power New Siri - Bloomberg 0:59:05: Amazon launches an AI-powered Kindle Translate service for e-book authors 1:02:41: 6 new things you can do with AI in Google Photos 1:04:00: Remix makes sending photos to friends even more fun on Google Messages. 1:05:08: MotionStream AI Learn more about your ad choices. Visit megaphone.fm/adchoices

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.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}What About... An OpenAI Bubble?