#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, the White House's very brief flirtation with model vetting, Anthropic co-founder Jack Clark's prediction that AI will autonomously train its own successors by 2028, and the bizarre Anthropic-SpaceX compute deal that emerged from out of nowhere. Rapid fire covers GPT-5.5 Instant, Claude Managed Agents updates, Sierra's $950M raise, and more.

Show Notes: Access the show notes and show links here

AI-Pulse Survey: Fill out this week’s AI-Pulse Survey here.

Timestamps:

00:00:00 — Intro

00:05:37 — Musk v. OpenAI Round 2

00:23:27 — Coinbase AI Layoffs

00:33:09 — AI "Soft Nationalization"

00:47:10 — State of AI for Business Report Preview

00:54:14 — xAI Folds Into SpaceX, Does Compute Deal with Anthropic

01:00:49 — Has Recursive Self-Improvement Arrived?

01:09:38 — Anthropic and OpenAI Enterprise Joint Ventures

01:15:11 — Stripe's New Forward Deployed AI Accelerator Role

01:20:48 — AI Use Case Spotlight

01:24:15 — AI Product and Funding Updates

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