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August 20, 2026 • 27 mins

We discuss the fast-changing AI model landscape and how users are increasingly choosing models based on cost, convenience, and specific tasks. 

We compare major closed and open-source models, outline which tools work best for coding, writing, real-time use, and image generation, and discuss how memory and context affect enterprise and power-user workflows.

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TIMESTAMPS

0:00 Frontier Model Overload
1:09 Open Source vs Closed
3:20 Ranking Model Intelligence
5:41 Pricing Changes Everything
9:43 Cheap Models and Compute
11:14 Google and Grok Use Cases
15:30 Best Subscriptions For Most
17:41 Picking Models by Task
19:43 Agents and Knowledge Work
22:27 What Comes Next
24:50 Apple’s AI Wildcard
26:03 Final Model Recommendations

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RESOURCES

Josh: https://x.com/JoshKale

Ejaaz: https://x.com/cryptopunk7213

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

Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.

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Episode Transcript

Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Josh: Over the last 90 days, Frontier Labs shipped 15 plus models. (00:00):
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Josh: OpenAI shipped three, Anthropic shipped four, Google shipped three, (00:04):
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Josh: even Meta and Elon Musk shipped Frontier models. The Chinese shipped a bunch as well. (00:07):
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Josh: And so if you're listening to the show, you're probably wondering, (00:12):
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Josh: which model should I be using right now? (00:14):
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Josh: Most of you likely have a GPT or Claude subscription, but you're wondering, (00:16):
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Josh: should I be using these different models? (00:20):
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Josh: The truth is, the Frontier landscape of AI models, when it was originally thought (00:22):
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Josh: to be one or two, has now expanded to hundreds and hundreds of models. (00:26):
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Josh: In OpenRata alone, you can access 400 plus. And so on this episode, (00:30):
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Josh: we're going to dig into which model you should use for what particular use and (00:34):
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Josh: when makes the most sense. (00:38):
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Josh: And you'll realize that the argument has shifted not from using the most intelligent (00:40):
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Josh: model, but maybe using the most cheaper model or using the model that's specific for you. (00:44):
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Ejaaz: You got options, baby. There's a lot going on in the AI space and we're going (00:48):
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Ejaaz: to help navigate that space because there is a lot of options and it does get (00:51):
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Ejaaz: overwhelming. I think between the two of us, we've probably touched every single (00:55):
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Ejaaz: one of these, at least a couple of times. (00:59):
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Josh: I have too many subscriptions, Josh. (01:01):
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Ejaaz: So yeah, between our 75 different subscriptions, we have covered these. (01:02):
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Ejaaz: We have some feedback about which one to use for when, which is best for which use cases. (01:05):
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Ejaaz: And I guess to start, we have this like pretty helpful visual companion artifact (01:10):
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Ejaaz: here that can walk through kind (01:13):
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Ejaaz: of what we're thinking, how we think about this. The first is the split. (01:15):
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Ejaaz: There are two distinct classes of model when it comes to considering which ones (01:18):
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Ejaaz: to use. The first is open source. (01:23):
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Ejaaz: These are Chinese models predominantly. Most of these are your Kimis, (01:25):
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Ejaaz: your DeepSeaks, like all of those models are Chinese open models. (01:29):
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Ejaaz: And then we have the actual US models that are all closed source. (01:32):
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Ejaaz: There's a big difference between the two. And we could see if we scroll down (01:36):
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Ejaaz: a little bit, the difference in usage between these two, because in June of (01:38):
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Ejaaz: 2025, US Labs accounted for 70% of the tokens generated. And now they're down to 30%. (01:42):
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Ejaaz: The economics have changed widely. So now that 30% is worth much more than 70%. (01:48):
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Ejaaz: But it is interesting to note that there has been this kind of reinvigoration (01:54):
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Ejaaz: of Chinese models over the past couple of months. Now, granted, (01:57):
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Ejaaz: this is based on open router data. (01:59):
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Ejaaz: Open router is a single model router instance. This is not reflective of the norm. (02:01):
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Ejaaz: But it's just worth noting that some of these open source models are pretty (02:06):
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Ejaaz: powerful for the task at hand. (02:09):
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Josh: Yeah, I think no one can debate the fact that people have shifted a lot using (02:12):
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Josh: these open source models. And it's for a variety of different reasons. (02:16):
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Josh: People want to own their own data, they want to run it privately at home. (02:19):
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Josh: But the biggest shift, the biggest reason has been because these models are (02:22):
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Josh: a lot cheaper. And open router data you mentioned only really represents a very (02:26):
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Josh: niche sector of software engineers that want to experiment with a bunch of these models. (02:32):
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Josh: But even in the enterprise world, where OpenAI and Anthropic are pretty dominant (02:36):
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Josh: with their own model share, they've been losing the token market share to enterprises (02:40):
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Josh: that are trialing and testing different models to save tens to hundreds of millions of dollars as well. (02:44):
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Josh: And when I look at the main reason why, it's not because the open models are (02:50):
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Josh: the most intelligent. You'll see in a second as we go through the scorecard, (02:55):
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Josh: GLM 5.3 from China, amazing model, not as good as Fable 5. You'll look at Kimi (02:58):
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Josh: K 2.7, you'll think the same thing. (03:02):
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Josh: Those models are good enough to do the bulk of your own work. (03:05):
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Josh: It doesn't sound too much like AI slop. (03:08):
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Josh: It actually just speaks to you normally. And the biggest advantage is it has (03:11):
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Josh: fewer safeguards, which has its pros and cons, but it basically does the tasks that you ask it to. (03:14):
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Josh: Now, overall, it's fine if we talk about a bunch of models on this show, (03:20):
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Josh: but it's good to get an overview, essentially, of how intelligent or how effective these models are. (03:24):
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Josh: And what we have on the screen here is something known as the Artificial Analysis (03:30):
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Josh: Index or Intelligence Index. (03:34):
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Josh: And this is basically the best benchmark to test the general intelligence of (03:36):
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Josh: these different models. (03:40):
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Josh: Now, it may come as no surprise to you, but the Claude models, (03:41):
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Josh: Anthropix models, top this. We've got Opus 5 at the top, which is their most (03:45):
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Josh: recent model launch. We've got Claude Fable 5. (03:49):
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Josh: And then, surprising to me, Josh, but Grok 4.6 from Elon, it is just, (03:51):
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Josh: it is fantastic how effectively SpaceX has been able to pivot from being way behind the model race. (03:56):
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Josh: They fired their entire AI team, hired a bunch of new folk, acquired Cursor (04:03):
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Josh: for $60 billion and put out a model in, I think it's like the last six weeks (04:08):
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Josh: that was able to contend with the top. And the best part is he has all the GPUs (04:13):
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Josh: and compute to train them. (04:17):
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Josh: And then if you go further down the stack, you'll see the likes of OpenAI, (04:18):
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Josh: GPT 5.6 Sol, and a bunch of other Chinese open source models. (04:21):
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Ejaaz: The question is, what do you make of this? As someone who is just a user of (04:25):
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Ejaaz: AI, what do you make of this? How do you navigate this? (04:29):
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Josh: Let me trial this, Josh. Let me ask you this question. Of these models that (04:31):
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Josh: you see on the screen here, which ones are you using and for what specifically? (04:35):
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Ejaaz: It's funny because about 90% of the usage comes from the top two. (04:41):
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Ejaaz: And then 10% comes from everything else. And this is kind of like what I was (04:45):
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Ejaaz: going for. I'm actually curious, is it a similar thing for you? (04:50):
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Ejaaz: Like what kind of models are you using? (04:52):
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Josh: Yes, but okay. So I would say it's around, I'm going to say like 75, 25. (04:54):
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Josh: And the reason why I have that slight adjustment is because I kind of use the (05:01):
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Josh: AI model that's most convenient to me wherever I'm getting the information or (05:06):
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Josh: the inclination to use an AI model. So X is a perfect example, right? I'm scrolling X. (05:10):
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Josh: I read something from one of these genius AI researchers and I'm like, (05:15):
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Josh: I have no idea what the hell this means. (05:18):
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Josh: I tap the Ask Rock button. I'm on Google. I'm searching something, right? I'm on my laptop. (05:20):
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Josh: I'm like, okay, I'll just speak to Gemini in this. So in that sense, (05:25):
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Josh: wherever the AI is conveniently placed, I use it there. (05:29):
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Josh: And I have a feeling when Apple releases like their new AI model in a couple (05:32):
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Josh: of months or a couple of weeks, actually, I'll probably use it on my phone as (05:35):
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Josh: well because the models just generally are good enough to answer my basic questions. (05:38):
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Ejaaz: Yeah, okay. So we're looking at these charts and we're seeing, (05:42):
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Ejaaz: okay, here's where the intelligence is. Here's where things get a little less (05:44):
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Ejaaz: intelligent, but much cheaper. (05:47):
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Ejaaz: And if you're a normal consumer, I have a feeling that cost isn't that big of (05:48):
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Ejaaz: a deal because the cost differences are really at scale. (05:52):
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Ejaaz: What a lot of these companies offer, what Anthropoc offers, what OpenAI offers, (05:55):
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Ejaaz: what Grok and Gemini offer is just the $20 a month, $100 a month, $200 a month plan. (05:58):
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Ejaaz: You could just pay a fixed amount and get access to a lot of usage of these models. (06:04):
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Ejaaz: So if you are a general consumer who is able to spend $20 per month on a subscription, (06:08):
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Ejaaz: you're probably better served going to one of the major iolabs. (06:14):
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Ejaaz: The product is better. You're going to get more intelligence. (06:16):
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Ejaaz: You're going to get a more coherent product. (06:18):
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Ejaaz: I find that a lot of the people who I speak to a lot of the time in my experience, (06:20):
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Ejaaz: the only real reason to use these open source Chinese models is if you're consuming (06:23):
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Ejaaz: tremendously large amounts of tokens for, say, agentic tasks. (06:28):
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Ejaaz: Like if you're running an open claw instance or any sort of claw with a lot (06:32):
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Ejaaz: of automated workflows, a lot of agents, you may want to defer to some of these (06:35):
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Ejaaz: cheaper, perhaps the Chinese open source models just to save on costs on the low end. (06:39):
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Ejaaz: But when it comes to day to day use on the high end, I'd say probably 90 plus (06:42):
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Ejaaz: percent of the people watching this are best served just getting a subscription (06:46):
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Ejaaz: to your favorite ai company (06:49):
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Ejaaz: Using that product. That's kind of how I use it. It's funny that the remaining (06:52):
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Ejaaz: 10% of prompts that aren't done through Anthropic are done mostly through Grok. (06:55):
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Ejaaz: Like you mentioned, when I'm on X 24 hours a day, it's a good companion because (07:00):
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Ejaaz: it has access to that database. (07:04):
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Ejaaz: And then the other one is actually ChashyBT because they have a really amazing (07:05):
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Ejaaz: image generation model. (07:09):
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Ejaaz: And I love creating memes or sending images to my friends who are just like (07:10):
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Ejaaz: using that as the visual component. I find that really compelling. (07:14):
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Ejaaz: So that's kind of my stack is like mostly Anthropic, sometimes Grok, (07:17):
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Ejaaz: sometimes chat gpt particularly for the image gen i think when it comes to image (07:21):
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Ejaaz: gen we used to use nano banana and gemini all the time that was like the top (07:24):
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Ejaaz: dog i think ever since image gen 2.0 release from chat gpt (07:28):
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Ejaaz: is very compelling what i like is that it does get actual thinking behind it (07:32):
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Ejaaz: so previously when you asked to generate an image it would take your words at (07:37):
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Ejaaz: face value generate the image now it actually does some inference it does some thinking (07:40):
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Ejaaz: it kind of interprets your message and interprets what it's seeing in the image (07:44):
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Ejaaz: and then creates a much better output. So that's kind of how I would think (07:48):
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Ejaaz: of navigating this um like chinese models are certainly a big deal but unless (07:51):
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Ejaaz: you are kind of advanced super user consuming a ton of tokens perhaps they're not that valuable (07:55):
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Josh: I will speak from my own personal experience i (08:00):
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Josh: use the clawed models pretty much all the time (08:04):
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Josh: but i've started using opus 5 more than fable 5 (08:07):
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Josh: and and this might sound like a silly reason but it's because it speaks to me (08:11):
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Josh: like a normal human being i don't know what the personality dials are on opus 5 versus fable 5 but (08:15):
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Josh: they need to do that to fable 5 pronto because fable 5 just waffles and speaks (08:21):
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Josh: in like archaic prose and i'm just like listen just give me (08:25):
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Josh: give me the information that i've asked for and do not give me anything else (08:28):
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Josh: i don't want to have to read, (08:31):
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Josh: an essay every time i use this right now grok 4.6 i've actually noticed the (08:32):
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Josh: intelligently josh i don't know if you've tried this on x you probably do when (08:37):
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Josh: you're like kind of like trying to figure It speaks to you super intelligently (08:41):
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Josh: and there's less crass about it. (08:45):
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Josh: If you remember the earlier versions of Grok used to kind of like throw in some (08:47):
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Josh: kind of like questionable words, slang and phrases. (08:52):
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Josh: And now it just speaks to you like an intelligent human being. (08:55):
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Josh: And I think this is because Elon's like, you know, SpaceX is IPO'd. (08:57):
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Josh: He's got Cursor, very professional researchers involved, and they're trying (09:01):
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Josh: to target a more enterprise oriented audience. And he said before that Grok (09:04):
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Josh: 4.7 is on its way to being released in a few weeks now. He's aiming for Grok (09:08):
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Josh: 5 by the end of the year. That's literally only in a couple of months. (09:12):
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Josh: He is really targeting the enterprise landscape because he's seen Anthropic and OpenAI go after it. (09:15):
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Josh: Now, same as you, on the Chinese models, I am not using any of them. (09:20):
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Josh: And I admit this might be my own bias because... (09:25):
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Josh: Mainly, I'm like, I'm not sure, like, I want to go to the efforts of signing (09:28):
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Josh: up on an account, using those models, and then being like, well, (09:32):
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Josh: I don't know whether this is giving me the right information. (09:36):
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Josh: I don't know. I just kind of have this weird trust thing with the US and American (09:38):
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Josh: brands. And maybe that's like my own fault. (09:41):
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Josh: And then the one thing that I'll point out across all these different models (09:44):
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Josh: that we make the point on on the screen here is. (09:47):
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Ejaaz: I think a bulk (09:50):
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Josh: Of the companies, Anthropic and OpenAI especially, have focused on making their (09:51):
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Josh: models really good for enterprises. But as I mentioned earlier, (09:57):
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Josh: the shift has really happened to open source because... (10:00):
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Josh: More available models are cheaper and more accessible to people to use. They can run privately. (10:03):
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Josh: But Anthropic and OpenAI's response to this is, we'll just distill our main (10:09):
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Josh: model and give you cheaper models. (10:13):
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Josh: So that's what OpenAI has done, right? You've got GPT 5.6. There's three versions (10:15):
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Josh: of it. You've got Sol, Terra, and Luna. Luna is, I think, slashed 80% of the (10:19):
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Josh: price than it was before already a week ago, right? (10:23):
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Josh: So now it's like competing very much with GLM 5.3. (10:26):
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Josh: And you've got Anthropic doing the same. I think Opus 5 is like half the cost (10:29):
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Josh: of Fable 5, whilst being as capable as Fable 5. (10:33):
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Ejaaz: And they also kept the SANA pricing low too, which is the lowest layer. (10:36):
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Ejaaz: So that's like, yeah, there's plenty of options there. (10:39):
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Josh: Plenty of options. And I think this comes down to one thing, (10:42):
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Josh: and I don't want to make this about compute, but I have to, Josh. (10:45):
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Josh: I think whichever lab, whether you're Chinese, whether you're like a low tier (10:48):
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Josh: US American lab, or whether you're the high tier labs, compute will dictate (10:52):
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Josh: whether you can serve these bottles cheaper, which will basically decide or (10:56):
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Josh: determine which customers use your product. (11:00):
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Ejaaz: Yeah. And I mean, this is ultimately coming down to your use case. (11:02):
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Ejaaz: Like a lot of people won't ever run into this problem because they will never (11:04):
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Ejaaz: need this thing called an API key. (11:07):
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Ejaaz: They'll never actually pay per token. They'll oftentimes just pay through the subscription. (11:08):
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Ejaaz: And if you're using a subscription, you have a couple of options. (11:12):
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Ejaaz: Maybe this is a good time to go through these subscriptions and what are the (11:14):
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Ejaaz: offerings of everybody. We have Gemini, which perhaps we could start there because (11:17):
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Ejaaz: I feel like we've been mean to Gemini recently. We haven't talked much about Google. (11:21):
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Ejaaz: What's that one? Yeah, like that one. (11:25):
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Ejaaz: Who's that? They're currently at Gemini 3.1 Pro, which is nowhere really near the frontier (11:27):
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Ejaaz: um anymore unfortunately they do have nano banana pro which is like this fun cool image generation (11:33):
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Ejaaz: process they have what i find interesting about google and if you are interested (11:39):
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Ejaaz: in these tools it may be interesting for a subscription google has these like (11:42):
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Ejaaz: weird edge case tools that have really interesting harnesses one of them is for music production (11:45):
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Ejaaz: i remember we've used this on the show many times it's really good at generating (11:49):
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Ejaaz: lyrics and generating music in a way that sounds very good (11:54):
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Ejaaz: I've only had that experience on a Google product. I haven't been able to use that anywhere else. (11:57):
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Josh: Lyria. (12:01):
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Ejaaz: Lyria, that's right. Yes, Lyria, Project Lyria. (12:02):
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Josh: Remember we created the jingle for the show? (12:04):
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Ejaaz: Yeah, so good, dude. So like Gemini and Google is like good for the weird stuff. (12:06):
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Ejaaz: Like it'll generate you pretty good images. (12:10):
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Ejaaz: It'll generate you fun music. They have this other tool. (12:11):
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Ejaaz: This is in like the Google Lab suite where it'll generate you marketing material. (12:14):
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Ejaaz: So if you have a lot of material from your brand or you have a bunch of logos (12:17):
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Ejaaz: and you want marketing material, kind of say your logo's printed on something (12:20):
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Ejaaz: that's staged nicely or you want custom merchandise, It'll do a lot of that (12:25):
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Ejaaz: for you. So it's fun for those kind of narrow use cases of where the lab's products lie. (12:28):
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Ejaaz: Outside of that, I don't know, I can't really recommend it that much. (12:32):
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Ejaaz: It's not the strongest, not close to the strongest. (12:35):
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Ejaaz: I'd say probably on top of that, we have Grok, which is very quickly catching up. (12:38):
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Ejaaz: If you spend a ton of time on X like we do, Grok is your best friend. (12:41):
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Ejaaz: Grok has access to that data that is available in real time on X. (12:45):
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Ejaaz: If you're looking for current up-to-date news on pretty much anything, Grok is your go-to. (12:49):
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Ejaaz: It can sort and cite specific tweets from specific moments that are happening (12:54):
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Ejaaz: in real time and just generally speaking like you mentioned details it's very (12:58):
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Ejaaz: good at just communicating with you directly (13:01):
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Ejaaz: there's not a lot of fluff it is a science and technical model it is direct to the point (13:03):
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Ejaaz: it'll get vulgar with you if you want it's fun to play around with there is (13:07):
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Ejaaz: the voice mode which is really fun that i've i'd say of all the voice modes (13:10):
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Ejaaz: that's the voice mode i've had the most fun with is because it's just so (13:14):
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Ejaaz: ridiculous and oftentimes if you see memes online it is because is the voice behind it. (13:18):
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Josh: The GPT voice mode just jars me so much. I don't know, have you spoken to it. (13:22):
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Ejaaz: With the recent update? The new version, I have, yes. So when you say that, what do you mean? (13:27):
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Josh: And so it sounds more human, right? It like pauses, but it sounds like it's (13:30):
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Josh: like some sassy person that's talking to me. It does. Like I asked this question and then he goes, (13:35):
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Josh: hmm, yeah, yeah, like, yeah, like, listen, like, I get it. (13:41):
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Josh: And, you know, this is what the weather is. And I'm like, yo, (13:45):
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Josh: I don't need this. I just asked you what the weather is. (13:49):
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Josh: Like, you know, just tell me what's up. But I agree with you largely on like on Google and SpaceX. (13:51):
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Josh: What I will say about Google, Josh, is I think they have a similar profile to (13:56):
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Josh: Microsoft. I'm interested if you agree with me here. (14:02):
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Josh: Microsoft is not a name that I would draw against the top frontier AI Model (14:05):
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Josh: Labs. In fact, I think they fumbled the bag massively. (14:10):
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Josh: But they are embedded across pretty much every single Fortune 500 company, (14:13):
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Josh: whether we like it or not. Like we just live in our tech bubble. (14:17):
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Josh: But outside of the tech bubble, people run Microsoft Teams and the Microsoft Suite. (14:20):
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Josh: And I think Google's in a similar position, essentially, like a lot of new upstarts (14:24):
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Josh: use Google Docs, Google Suite, and they're just going to click the Gemini button (14:28):
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Josh: in the same way that I do so because it's just convenient. Do you agree with that? (14:31):
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Ejaaz: Yeah, I guess there's just a moat to being like the biggest company in the world (14:35):
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Ejaaz: and having access to all of these kind of legacy enterprise companies. (14:38):
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Ejaaz: It feels like anyone who has built a business over the last 20 or 30 years has (14:42):
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Ejaaz: been using Microsoft, has been using Google. (14:45):
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Ejaaz: They're going to continue to leverage that. It seems like Google is slightly (14:47):
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Ejaaz: more ahead than Microsoft, if I had to guess. I'm much more excited about Google (14:51):
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Ejaaz: as a company than Microsoft is, but they both benefit from that legacy customer base. (14:55):
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Josh: Well, both are amazing VCs, right? (14:59):
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Ejaaz: Both are incredible VCs. Yes. I think they should be judged not on the quality (15:02):
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Ejaaz: of their product, but the quality of their investment in the other competitors (15:05):
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Ejaaz: that are going to crush them. (15:08):
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Ejaaz: But I do like that, right? It's like they have a hedge. Microsoft owns a large (15:11):
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Ejaaz: part of OpenAI. That's incredible. (15:16):
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Ejaaz: Google owns this like massive stake in SpaceX, in Anthropic, (15:18):
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Ejaaz: in both of these companies that are going to like be huge IPOs, (15:21):
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Ejaaz: one of which already did. (15:25):
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Ejaaz: So they are amazing venture funds, perhaps slightly less better AI labs. (15:26):
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Ejaaz: The two that don't have to benefit from this kind of legacy software are the (15:30):
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Ejaaz: two that we're probably going to recommend. (15:35):
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Ejaaz: And in fact, if you scroll down a little bit further, we could see the box of (15:37):
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Ejaaz: price against intelligence and kind of where each of these models sit. (15:41):
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Ejaaz: Yeah, this chart right here. (15:44):
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Ejaaz: And we're looking at those in the top right. this is where most of the people (15:46):
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Ejaaz: are going to want to live this is where i think we spend all of our time you're (15:49):
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Ejaaz: either getting a chat gpt or again a cloud membership and like that's that's (15:52):
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Ejaaz: for the most part that's what most people need uh the differences are (15:55):
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Ejaaz: small but noteworthy mostly as it relates to the models i mean both of them (15:59):
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Ejaaz: i can't recommend enough like spend the 20 bucks a month try it just try it (16:04):
undefined

Ejaaz: for a month if you don't have it see what you think if you run out of tokens (16:07):
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Ejaaz: upgrade to 100 a month this is access to the same intelligence that all these (16:10):
undefined

Ejaaz: researchers are making math breakthroughs with (16:14):
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Ejaaz: and it's really impressive and really capable now each (16:16):
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Ejaaz: one of these is slightly different i'd say claude is a little more tailored towards coding (16:20):
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Ejaaz: writing and it's a really strong general purpose model i find with gpt 5.6 soul (16:26):
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Ejaaz: in particular it's very good at being the (16:32):
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Ejaaz: High level operator so if you're working on like complicated tasks it's good (16:35):
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Ejaaz: at creating spec sheets it's good at running checks against the things that (16:39):
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Ejaaz: you do and then oftentimes like i find that that claude and the fabled models (16:41):
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Ejaaz: and the opus models are very good at implementation (16:45):
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Ejaaz: and they're very good with less guidance so the way i've been using these models (16:47):
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Ejaaz: recently is with less and less guidance i think earlier on (16:50):
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Ejaaz: i had this whole skill sheet and it was like 15 different skills that would (16:55):
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Ejaaz: automate different things for me and slowly over time that skill sheet has gone (16:58):
undefined

Ejaaz: lower and lower and lower and we were talking actually before the show (17:01):
undefined

Ejaaz: the best way to extract the most value out of these models is just to (17:04):
undefined

Ejaaz: get out of the way give it the end goal and say like hey go do this thing for (17:07):
undefined

Ejaaz: me i trust that you have the intelligence to do this i'm not going to put guardrails (17:12):
undefined

Ejaaz: on it you have the context you can go and do this for me and i think that's (17:14):
undefined

Ejaaz: mostly where i find myself using this personally is i use fable (17:17):
undefined

Ejaaz: i i do not leave any fable tokens unused very valuable tokens each week and (17:21):
undefined

Ejaaz: then opus is the fallback for the general workhorse model and it's been a really (17:25):
undefined

Ejaaz: powerful combo of just kind of (17:28):
undefined

Ejaaz: being able to accomplish anything that you want it connects to all of my (17:30):
undefined

Ejaaz: services i have it connected to my email to my google drive it has access to (17:33):
undefined

Ejaaz: my files the folders the context (17:36):
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Ejaaz: and it's just a really helpful all-in assistant it works really well. (17:38):
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Josh: I think people are also probably wondering, okay, well, what if I don't really (17:42):
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Josh: care about the general intelligence as much? (17:45):
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Josh: What if I'm trying to do a specific thing? Which model should I use then? (17:47):
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Josh: I think there are two things to consider here. Number one is, (17:50):
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Josh: if you are a software engineer, like AI models have been all the rage for their (17:54):
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Josh: coding capabilities, but maybe a bunch of you actually like code hardcore companies (17:58):
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Josh: and you want to figure out which model you should use. (18:03):
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Josh: I would say in that question, the clawed models and the GPT 516 models are pretty (18:05):
undefined

Josh: high up there. Codex usage has gone from 5 million users to 15 million users (18:12):
undefined

Josh: in about a month and a half. (18:17):
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Josh: I am tired of seeing Thibaut, who is the head of Codex at OpenAI, (18:18):
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Josh: tweets on my timeline every single time he gets a million user update. (18:22):
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Josh: But these models are very powerful at not only understanding and reading your (18:26):
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Josh: code base, but intuitively figuring out what product or feature you should build next. (18:30):
undefined

Josh: I have a ton of feedback from friends that work at companies that are tech adjacent (18:35):
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Josh: and maybe not even in tech at all, which use these models to build their premium (18:40):
undefined

Josh: features. The other thing I'll say is. (18:45):
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Josh: You know, we're talking about the top right box over here, which is essentially (18:48):
undefined

Josh: the Pareto Frontier. So if you had to sacrifice something of cost or intelligence (18:51):
undefined

Josh: or blah, blah, blah, you would still be using these types of models. (18:56):
undefined

Josh: But if I had to take a bet, if I was a betting man, I would say Grok 4.6. (18:59):
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Josh: Quen 3.8, and Kimi will be inside this box within a couple of months time. (19:04):
undefined

Josh: That's going to change the way we use these different types of models. (19:09):
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Josh: I said before we started this show, it's unsexy to say. (19:12):
undefined

Josh: But I think the number one AI company that will come out in the next 12 months (19:16):
undefined

Josh: will be some form of aggregator platform. We saw that Stripe just acquired Open (19:20):
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Josh: Router for $7 billion, allegedly. (19:24):
undefined

Josh: We put out an episode of this yesterday. Definitely go check that out. (19:27):
undefined

Josh: But I think we're going to see these platforms that help you pick and choose (19:30):
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Josh: which models to use at the right time. (19:34):
undefined

Josh: It aggregates your memory so it already knows what you want to do. (19:36):
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Josh: And so you don't have any of the complications around that. I think we'll see (19:38):
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Josh: a bunch of these models kind of step up there. (19:41):
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Josh: Now, aside from coding, if you aren't a coder, but if you are, (19:43):
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Josh: let's say, a general knowledge worker, you go to work, you use email, (19:47):
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Josh: you use Slack, you use a bunch of these other plugins that you also mentioned. (19:50):
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Josh: There are models that are specifically good for agentic tool use. (19:53):
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Josh: And actually, my most recent favorite is Grok 4.6 or GrokBot specifically. (19:57):
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Josh: This was released from Elon Musk and SpaceX, I think last week. (20:02):
undefined

Josh: And it basically is an agent or multiple agents that spins up in a virtual machine (20:06):
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Josh: on like in the cloud. So you don't have to worry about it running on your laptop (20:11):
undefined

Josh: and hacking all your stuff. (20:14):
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Josh: And you can give it access to any and every tool and it intuitively understands (20:15):
undefined

Josh: and gets what you want to do. (20:19):
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Josh: It can learn what you do over time and it improves. (20:20):
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Josh: So I think when you look at the Metamuse Spark 1.2 and you might think, (20:23):
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Josh: oh, that's a meta model. I don't ever use meta. (20:27):
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Josh: These types of models are gonna become more available for general usage or knowledge work. (20:30):
undefined

Josh: And I think if that's something that you're inclined to use and you don't really (20:34):
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Josh: care about the Google search stuff, you'll use Claude for that anyway. (20:36):
undefined

Josh: These are models that I'll probably look into because they are superior in many ways. (20:39):
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Ejaaz: Yeah, it's fun to pick one and stick with it. I find that like oftentimes with (20:43):
undefined

Ejaaz: the aggregators, the right time to use that if you're doing lots of work, (20:46):
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Ejaaz: if you're generating lots of tokens, if you are just a person who wants to use (20:49):
undefined

Ejaaz: AI for their day-to-day tasks to help you come up with like a grocery list, to help you (20:52):
undefined

Ejaaz: cook specific things, to help you go to the gym and give you workout classes and ideas. (20:56):
undefined

Ejaaz: It's helpful to pick a singular model, a singular service, and then just go deep with that. (21:01):
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Ejaaz: A lot of the difference makers at this point because i mean most people aren't (21:07):
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Ejaaz: using these models for frontier intelligence they're not going to solve novel (21:10):
undefined

Ejaaz: math problems they're figuring out what time they need to get to like the store (21:13):
undefined

Ejaaz: or the school to like pick up their kids and they just need some help they need a helpful assistant (21:17):
undefined

Ejaaz: the most helpful thing is context because all these models are more than capable (21:22):
undefined

Ejaaz: of those kind of lower level tasks the difference maker is the context that (21:26):
undefined

Ejaaz: it knows about you it needs to understand what are your dietary preferences (21:29):
undefined

Ejaaz: What are you or anyone in your family allergic to? (21:32):
undefined

Ejaaz: What have you made in the past that went well, that didn't go well? (21:34):
undefined

Ejaaz: And it kind of collects this database of information about you that allows it (21:38):
undefined

Ejaaz: to make better decisions going forward. (21:41):
undefined

Ejaaz: And that, at the end of the day, is ultimately what the difference maker is. (21:43):
undefined

Ejaaz: For me, at least, when deciding what model to use, it's like, (21:47):
undefined

Ejaaz: okay, which model has all the context (21:49):
undefined

Ejaaz: about me that can help solve my very specific task that I have here? (21:51):
undefined

Ejaaz: Oftentimes, the answer is Claude because I've been working with it for so long. (21:55):
undefined

Ejaaz: It just has this, like, huge chain of context. So whenever I ask, (21:58):
undefined

Ejaaz: like, hey, I need some help in the gym this week, it knows what I've been up (22:01):
undefined

Ejaaz: to, it knows where I'm at, it knows what the weight has been, (22:04):
undefined

Ejaaz: it knows what the food has been, and it's able to kind of curate this very custom stack against that. (22:07):
undefined

Ejaaz: And as someone who is just, you know, not really building anything crazy, (22:11):
undefined

Ejaaz: they're not using millions of tokens a week, they're just looking for an AI companion. (22:14):
undefined

Ejaaz: That's kind of how you can think about it. It's like, get a membership, (22:18):
undefined

Ejaaz: try it out, feed it a bunch of context about yourself, and then get your own (22:20):
undefined

Ejaaz: personal assistant. And that's kind of, I think, like the best route for most people. (22:24):
undefined

Josh: So I think to wrap up this episode, (22:27):
undefined

Josh: It's okay talking about, you know, what the frontier landscape looks like today. (22:30):
undefined

Josh: But the question is, what is it going to look like in a few months from now? (22:33):
undefined

Josh: And I say a few months specifically because this stuff moves too quickly. (22:37):
undefined

Josh: I saw an update from Sam Altman at OpenAI yesterday where they announced that (22:41):
undefined

Josh: they are slowing down some of their model training runs. (22:46):
undefined

Josh: And that's because they've noticed that a bunch of internal, (22:51):
undefined

Josh: more intelligent, unreleased models that they have built has become a lot more (22:53):
undefined

Josh: misaligned than previous models, which means that it could pose as a threat (22:59):
undefined

Josh: or danger to any user who gets access to it. (23:02):
undefined

Josh: And I've noticed the same similarly maybe from Anthropic and a bunch of other (23:06):
undefined

Josh: frontier labs, where we're starting to see a little bit of a slowdown. (23:09):
undefined

Josh: And slowdown isn't in the sense that they're necessarily stopping training full (23:14):
undefined

Josh: stop. Obviously, they're still training internal models. (23:17):
undefined

Josh: They might be likely to not release models or more intelligent models going (23:20):
undefined

Josh: forward because of government regulation. (23:24):
undefined

Josh: And I think this is going to allow a bunch of other Frontier Labs that are behind (23:27):
undefined

Josh: in this race to be able to catch up. (23:31):
undefined

Josh: So if I had to guess what three months from now, let's say at the end of the year, right? (23:32):
undefined

Josh: If I were to make a prediction, I think we're going to have about three to five (23:37):
undefined

Josh: really good open source models that are as capable as the smartest model that (23:41):
undefined

Josh: you have access to today from the Frontier Labs like Anthropic and GPT. (23:46):
undefined

Josh: And I think they're going to have fewer safeguards. So you can use it for any (23:50):
undefined

Josh: and every use case. I think you can run it privately at home, (23:53):
undefined

Josh: maybe even off of your laptop. So that changes dynamics quite a lot. (23:56):
undefined

Josh: I think we're going to have Apple entering the game with their own locally run (23:59):
undefined

Josh: and trained AI model, which I think is going to change the game because everyone, (24:04):
undefined

Josh: 3.5 billion people in the world right now have one of these or one of the Apple devices. (24:08):
undefined

Josh: They're going to run that locally. I think it's going to look quite different. (24:12):
undefined

Josh: I'm curious, you know, We started off this episode with the token split. (24:15):
undefined

Josh: I wonder what that's going to look like three months down the line. (24:19):
undefined

Josh: And then the last thing I'll say is, and this might be from my background in (24:22):
undefined

Josh: general, but I think once someone or. (24:25):
undefined

Josh: A bunch of companies make it easier to run models locally at home, (24:28):
undefined

Josh: I think people are going to play around with that more because it allows you to (24:33):
undefined

Josh: connect it to your fitness app data and not share too many personal anecdotes (24:36):
undefined

Josh: or data profiles with Frontier Labs, which again, they can use to train their own models. (24:41):
undefined

Josh: You may not want to hand that over, And so I think we'll see a rise of open (24:45):
undefined

Josh: source models. That's just my guess. That's interesting. (24:49):
undefined

Ejaaz: Okay, I'm taking the other side. I'm thinking that no one's going to go through (24:51):
undefined

Ejaaz: the trouble of downloading the weights and running their own open source models, (24:54):
undefined

Ejaaz: that Apple is just going to own that entire world. (24:57):
undefined

Ejaaz: That like for all of the people in the United States that own Apple devices, (25:00):
undefined

Ejaaz: they're just like, no one's going to even have an idea that they're using AI. (25:03):
undefined

Ejaaz: It's just going to be Siri. It's going to be competent. It's going to be better. (25:06):
undefined

Ejaaz: It's already going to be pre-downloaded. I think the user experience is really (25:08):
undefined

Ejaaz: important. And open source has a pretty horrific user experience. (25:11):
undefined

Ejaaz: You have to download, run the weights. you often need a lot of hardware to do that. (25:14):
undefined

Josh: But I'm counting Apple as locally run at home because it's encrypted. (25:17):
undefined

Ejaaz: Right? Well, if you're counting Apple, (25:20):
undefined

Ejaaz: sign me up because um we got a lot coming from them their event is happening (25:22):
undefined

Ejaaz: in like two weeks or something it's very soon we see (25:26):
undefined

Josh: Some airports with some cameras you sent me a video. (25:28):
undefined

Ejaaz: Yeah dude we've been getting lots of leaks lately it's really good maybe we have to have cameras (25:31):
undefined

Ejaaz: yes yes it's gonna be visuals and then they're gonna have apple intelligence (25:36):
undefined

Ejaaz: baked into it and it's like oh maybe we need a leak episode prior to the actual (25:39):
undefined

Ejaaz: new iphone unveiling because we have basically now the entire checklist of all (25:43):
undefined

Ejaaz: the things that are going to be revealed and (25:46):
undefined

Ejaaz: this to me as like apple fanboy plus ai fanboy is going to be the biggest event (25:48):
undefined

Ejaaz: ever pretty much because this is the actual rollout of the ai that they've been (25:53):
undefined

Ejaaz: promising us and failing to deliver for so long mixed with this brand new suite (25:56):
undefined

Ejaaz: of products that we've never seen before allegedly (26:00):
undefined

Josh: Up to the delayed two years. (26:02):
undefined

Ejaaz: But for those of you who came here for models that is the model update that's (26:04):
undefined

Ejaaz: just about when you'd want to (26:07):
undefined

Ejaaz: use each one like if you're interested in being on x real-time news feed (26:08):
undefined

Ejaaz: you want to go with grok if you like to yap a lot the voice model on chat gpt (26:12):
undefined

Ejaaz: is pretty exceptional that might be a good place for you if you like to be a (26:15):
undefined

Ejaaz: little more intellectual be thoughtful if you want really just the bleeding-edge (26:19):
undefined

Ejaaz: models the highest intelligence go with claude (26:21):
undefined

Ejaaz: and if you like making music and doing just like fun cute things with ai gemini (26:23):
undefined

Ejaaz: is actually kind of a compelling product (26:27):
undefined

Ejaaz: there's something for everybody that is the general overview of the models i (26:29):
undefined

Ejaaz: hope you enjoyed this is going to change certainly in the next month or two (26:32):
undefined

Ejaaz: whenever these new models i mean we have (26:36):
undefined

Ejaaz: the new astro model from open ai that has been teased for the last eternity (26:37):
undefined

Ejaaz: it seems like it's been held up it's going through some i don't know safeguard (26:41):
undefined

Ejaaz: governmental checks but that's coming (26:44):
undefined

Ejaaz: so this is set to change tbd but for now that is the state of the model address (26:46):
undefined

Ejaaz: and yeah hope you guys enjoyed watching (26:50):
undefined

Josh: Yeah and i'm curious for those of you who are listening what do we miss on this (26:52):
undefined

Josh: episode? Are you using models in a very different way? (26:57):
undefined

Ejaaz: Are you using meta models? (26:59):
undefined

Josh: Yeah, is anybody using meta models? Are there any Facebook users out there that (27:01):
undefined

Josh: are using meta AI intelligence? (27:05):
undefined

Ejaaz: Please fill me in. (27:06):
undefined

Josh: I will say, if you are a marketer or an advertiser, you're probably using meta's (27:07):
undefined

Josh: model and it's probably making you a hell of a ton more money. (27:11):
undefined

Josh: If that is you, let us know. If there are any other use cases that we haven't (27:14):
undefined

Josh: mentioned, please let us know. If you are a locally run open source fan and (27:17):
undefined

Josh: you're saying, no, people will download the weights, tell us why. (27:21):
undefined

Josh: Let us know in the comments, DM us. We read any and every single message. (27:24):
undefined

Josh: Now, if you're listening to this or watching this on YouTube, (27:28):
undefined

Josh: Spotify, Apple, or wherever you're listening to this, please subscribe. (27:30):
undefined

Josh: Please turn on notifications and leave us a comment. It helps us out massively. (27:33):
undefined

Josh: And share it with a friend as well. It helps us out. And I think that is pretty (27:37):
undefined

Josh: much it. Thank you so much for listening. And we will see you on the Roundup. (27:41):
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Ejaaz: See you on the Roundup. (27:45):
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