#146: Rise of “AI-First” Companies, AI Job Disruption, GPT-4o Update Gets Rolled Back, How Big Consulting Firms Use AI, and Meta AI App

Fresh off a wave of “AI‑first” CEO manifestos, Paul Roetzer and Mike Kaput slice into the fallout: Duolingo and Box join Shopify’s AI-first pledge, more signals of AI job disruption emerge, and OpenAI rolls back 4o due to an overly agreeable personality. Then it’s rapid‑fire —Johnson & Johnson bins 90 % of its 900 gen‑AI pilots, Big‑Tech earnings put real numbers on the AI boom, Nvidia spars with Anthropic over chip exports, Claude upgrades, Alibaba’s Qwen‑3, Descript’s AI avatars, and more.

Access the show notes and show links here

Timestamps:

00:03:49 —The Rise of the AI-First Company

00:17:37 — More Signals of AI Job Disruption and the “Stop Hiring Humans” Campaign

00:30:23 —OpenAI Rolls Back 4o Update Due to Annoying Personality

00:44:10 —AI Earnings Calls

00:48:54 —What Enterprise AI Strategy Really Looks Like

00:55:03 — How McKinsey, BCG, and Deloitte Are Using AI

01:00:05 — New Report Calls Chatbot Arena Leaderboard Into Question

01:04:04 — Meta AI App and Zuckerberg’s Plan for AI

01:11:39 —Nvidia’s Beef with Anthropic

01:14:38 — US Copyright Office Intellectual Property Resources

01:16:15 — AI Product and Funding Updates

01:22:11 — Listener Question

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