Speaker
Rick
Appearances over time
5 episodes
Episodes
5
Anthropic + SpaceX, Codex 100x'd Claude Code & Half Cash Half Stock | GMP EP12
Anthropic apologized, SpaceX wants to buy Cursor & hairdryer hacked Polymarket | GMP EP10
Travis Kalanick Returns, AI Replacing Your Job & AI Curing Cancer | God Mode Pod Ep. 5
I Pay $200. I Use $12,500 in Tokens. AI Costs Crashed 850x and Subscriptions are Dead. | GMP EP03
Jack Dorsey Fired Half of Block. The Stock Pumped 30%. AI Is Replacing Your Job. | GodModePod EP02
Podcasts
Quotes & moments
Codex reached 46 million downloads while Claude Code had only 491,000 — roughly a 100x difference at the time of recording.
Block's stock rose 30% after Jack Dorsey announced he was cutting half the company's workforce to replace roles with AI.
AI announcements triggered the biggest drawdown in software stocks, wiping $830 billion in six days during what's being called the SaaS apocalypse.
The biggest single-day loss was $285 billion on February 3, representing the peak of the AI-driven SaaS stock collapse.
Anthropic secured $380 billion in total committed spend across AWS, Google, Microsoft, Nvidia, FluidStack, SpaceX, and CoreWeave.
Figma's stock is down 79% from its IPO price, and dropped a further 8% the day Google announced Stitch, its AI-powered design tool.
After Anthropic missed the Department of Defense's deadline, OpenAI signed a $200 million per year government contract the same evening.
Anthropic's combined compute deals totalled 11.3 gigawatts of committed power, representing roughly 10% of the entire US data center capacity.
Following the SpaceX partnership, Anthropic doubled the five-hour rate limits for Claude Code Pro, Max, and Team plans and removed peak hour limits.
SpaceX secured a call option to acquire Cursor for $60 billion by end of 2025, with a $10 billion payment due if the option is not exercised.
Jevons Paradox in AI: inference got 100x cheaper but token consumption grew 10,000x, meaning compute bills actually went up.
Adobe's stock fell approximately 30% on a yearly basis, partly due to disruption from AI coding and design tools like Claude.
Andrej Karpathy scored every US occupation on AI replacement risk; the average score was 5.3 out of 10, meaning most jobs face significant AI disruption.
Amazon's CEO stated that if its Annapurna Labs chip business were standalone, it would have an annual revenue run rate of $50 billion.
Karpathy's tool rated medical transcriptionists as a perfect 10 out of 10 for AI replacement risk, making it the most vulnerable job category.
Codex has 46 million downloads. Claude Code has 491,000. That's a 100x gap, and it's driving real behavioral change. Multiple users are cancelling Claude subscriptions mid-cycle after discovering Codex's speed and token efficiency.
Space has no clouds, near-infinite solar power, and natural cooling. Elon isn't just selling GPUs to Anthropic — he's positioning SpaceX as the only entity that can build next-generation AI infrastructure without NIMBYism or energy grid constraints.
Anthropic has stacked $380 billion in committed compute spend from nearly every major tech company. That represents 11.3 gigawatts — roughly 10% of all US data center capacity. When everyone holds equity, everyone roots for you to win.
When inference dropped 100x in price, people didn't spend less — they used 10,000x more tokens. Jevons Paradox means every price drop in AI unlocks a new wave of demand, making the total compute bill explode upward.
When ATMs arrived, the number of bank tellers went up — not down. Because the cost to run a bank fell, more banks opened and provided better service. The same dynamic is playing out in software: AI makes coding cheaper, so demand for software — and engineers — explodes.
OpenClaw is a Ferrari: blindingly fast, but breaks constantly and requires expert tuning. Hermes is a Honda: reliable, observable, and keeps chugging to the finish line. For most builders, reliability beats peak performance.
Most APIs, MCPs, and official CLIs waste agent tokens. PrintingPress.dev is building a library of efficient CLI tools that plug directly into agents — covering everything from Domino's pizza orders to Docker Hub. Luca called it the new WordPress.
Alan built an agent that pulls Chinese-language posts from X, generates a summary with vocabulary, converts it to audio via Google's TTS, and produces a structured Mandarin listening class — all in under 10 seconds. This is what useful AI agents actually look like.
Rick's podcast prep is now fully agent-driven: topic ideas arrive via Telegram, get stored in a database, and Claude reads them via MCP to generate introductions, outlines, and a custom chat dashboard. The future of productivity is one chat window with MCP.
Ryan Cohen didn't just make a meme — he built a no-lose trade. He secretly accumulated 25 million eBay derivative contracts, then went viral with a confusing media interview. If eBay acquisition happens, GameStop transforms. If not, he pumps the stock he already owns through derivatives.
21 people in 4 countries have a Neuralink chip. They can type 40 words per minute with their minds. This is just the medical phase. Once consumer adoption begins, the competitive advantage will be enormous — Rick said he'd hire the Neuralink candidate every time.
Apple's iOS 27 will let users choose Claude or Gemini as their AI backbone — but not OpenAI. Ben says it's a privacy alignment issue: Anthropic and Apple share values around data, while OpenAI's full-capitalism model is antithetical to Apple's brand.
GPT-4o was the only OpenAI model trained natively on voice — predicting the next sound, not converting speech to text. The new GPT-5.5 Real-Time brings that voice-native training to the GPT-5 class. Ben says this is the most exciting voice AI development in years.
Amazon bought Israeli chip startup Annapurna Labs in 2015 and spent 11 years quietly building. The CEO now says that chip business would generate $50B in annual revenue if standalone — making it effectively the second-largest chip company in the world. US export rules keep it internal-only.
Anthropic looked like it peaked on Monday when Codex was eating its lunch. By Wednesday, the SpaceX compute deal dropped and doubled Claude's rate limits overnight. The fastest reversal in AI's short history.
Analysis
What they talk about
- Technology 53%
- Business 32%
- Government 5%
- Society & Culture 5%
- True Crime 5%
Connections
Shows they appear on and people they share episodes with. Drag to explore.
