#183: AI Job Automation, Is There an AI Bubble?, AI Political Divides, ChatGPT Turns 3, Claude Opus 4.5, Google vs. Nvidia & DeepSeek V3.2

#183: AI Job Automation, Is There an AI Bubble?, AI Political Divides, ChatGPT Turns 3, Claude Opus 4.5, Google vs. Nvidia & DeepSeek V3.2

Is the "AI Bubble" real? We analyze "The Big Short" investor Michael Burry’s bet against the industry. Mike and Paul also break down MIT’s "Project Iceberg," which suggests 11.7% of the workforce is already exposed to replacement, and a new McKinsey report on the 7x growth in demand for AI fluency. Plus, Claude Opus 4.5, Artificial Superintelligence, political divides over AI, and more in our rapid-fire section. Show Notes: Access the show notes and show links here Click here to take this week's AI Pulse. Timestamps: 00:00:00 — Intro 00:04:19 — AI Pulse 00:08:04 — MIT Study: AI Can Already Replace 11.7% of US Workforce 00:23:55 — Is There an AI Bubble? 00:33:24 — Political Divides Over AI Are Getting Worse 00:40:27 — ChatGPT Turns 3 00:46:59 — Claude Opus 4.5 00:49:19 — ChatGPT Shopping Research 00:52:30 — Google Encroaches on Nvidia’s Chip Dominance 00:55:58 — Suno Embraces Training on Licensed Music 00:58:48 — Insurers Retreat from Covering AI Risks 01:02:21 — Dwarkesh Podcast with Ilya Sutskever 01:08:41 — “AI 2027” Revises Forecasts to 2030 01:12:26 — The Thinking Game and AlphaFold 01:18:38 — DeepSeek V3.2 01:20:27 — Runway Gen-4.5 This episode is brought to you by AI Academy by SmarterX. AI Academy is your gateway to personalized AI learning for professionals and teams. Discover our new on-demand courses, live classes, certifications, and a smarter way to master AI. You can get $100 off an individual purchase or a membership by using code POD100 at academy.smarterx.ai. Visit our website Receive our weekly newsletter Join our community: Slack LinkedIn Twitter Instagram Facebook Looking for content and resources? Register for a free webinar Come to our next Marketing AI Conference Enroll in our AI Academy

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#216: Google I/O, Musk v. OpenAI Verdict, Andrej Karpathy Joins Anthropic & Meta Layoffs

#216: Google I/O, Musk v. OpenAI Verdict, Andrej Karpathy Joins Anthropic & Meta Layoffs

Google I/O dropped dozens of announcements this week, including Gemini 3.5 Flash, Gemini Omni, the "biggest upgrade to search in 25 years," and a closing statement from Demis Hassabis that we are at t...

26 Maj 1h 29min

#215: Musk v. OpenAI Round 3, AI's Hot New Job, The AI Jobs Apocalypse Debate & The 2026 State of AI for Business Report

#215: Musk v. OpenAI Round 3, AI's Hot New Job, The AI Jobs Apocalypse Debate & The 2026 State of AI for Business Report

Three big stories define this week: the Musk v. OpenAI trial wraps with the jury advising but the judge deciding. Then: why did every major AI commentator publish the same argument in the same week th...

19 Maj 1h 34min

#214: Musk v. OpenAI Round 2, Coinbase AI Layoffs, AI “Soft Nationalization & xAI Folds Into SpaceX

#214: Musk v. OpenAI Round 2, Coinbase AI Layoffs, AI “Soft Nationalization & xAI Folds Into SpaceX

The second week of Musk v. OpenAI delivered texts, secret Tesla AI plots, and backstage chaos around Sam Altman's 2023 firing. Paul and Mike also break down Coinbase's AI-native restructuring memo, th...

12 Maj 1h 30min

#213: AI Answers - What AI Should Never Do, Enterprise Scaling, Governing AI & Navigating IT Roadblocks

#213: AI Answers - What AI Should Never Do, Enterprise Scaling, Governing AI & Navigating IT Roadblocks

Leadership wants AI everywhere. IT security can't keep up. Marketing is racing ahead while legal and finance dig in. And every week brings another story of an AI agent doing something nobody told it t...

7 Maj 55min

#212: Musk v. OpenAI Trial Begins, OpenAI-Microsoft Partnership, Big Tech Earnings & Anthropic Eyes $900B Valuation

#212: Musk v. OpenAI Trial Begins, OpenAI-Microsoft Partnership, Big Tech Earnings & Anthropic Eyes $900B Valuation

Elon Musk's federal trial against OpenAI opened this week, and he admitted under oath that xAI distills OpenAI's models. That's just where Episode 212 starts. Paul and Mike cover the full story: the ...

5 Maj 1h 39min

#211: GPT-5.5, ChatGPT Workspace Agents, The Messy Reality of Agents & Google Cloud Next

#211: GPT-5.5, ChatGPT Workspace Agents, The Messy Reality of Agents & Google Cloud Next

Three major AI companies launched agent products in the same 48 hours. The announcements were confident. The questions enterprises actually have remained mostly unanswered. OpenAI dropped GPT-5.5 and...

28 Apr 1h 28min

#210: Stanford 2026 AI Index, OpenAI Internal Shakeups, What Agents Mean for Business, Claude Design & Dwarkesh vs. Jensen

#210: Stanford 2026 AI Index, OpenAI Internal Shakeups, What Agents Mean for Business, Claude Design & Dwarkesh vs. Jensen

OpenAI is "deeply unfocused," says one of its own early investors. And that's only one of many threads pulling at the company this week. Paul and Mike dig into OpenAI's reorg, IPO drama, and valuatio...

21 Apr 1h 37min

#209: Claude Mythos, Project Glasswing, Claude Code Leak, OpenAI Raises $122B & the End of Middle Management

#209: Claude Mythos, Project Glasswing, Claude Code Leak, OpenAI Raises $122B & the End of Middle Management

An Anthropic AI model powerful enough to trigger emergency government briefings. A source code leak. A $122 billion OpenAI funding round. A Ronan Farrow exposé. Physical attacks on Sam Altman. Paul an...

14 Apr 1h 46min

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