Sam records from the beach while dealing with a broken bilge pump. Dave calls in after herding cattle. Fortunately, tech continues without them, which Sam takes as further proof that AGI is already running the industry. The crew unpacks Google's leadership shakeup and Jeff Dean's departure after 27 years, debates whether Airtable's sale to Bending Spoons is the blueprint for surviving the AI transition, and Sam argues that today's AI labs look increasingly like yesterday's overvalued SaaS companies. Along the way they explain why Sam's AI built his kid an iPhone game, why OpenAI's luxury creator retreat backfired, why Apple may have accidentally created its own lawsuit, and whether AI can ever overcome the growing public backlash against it.

0:00 Episode Trailer

1:07 Episode Start

2:08 Sam's Boston Whaler Beach Studio

3:13 Dave Herds Cattle in Montana

5:31 Google's AI Shakeup, Jeff Dean Leaves, Demis Steps Back

8:57 Why Great Researchers Don't Always Make Great CEOs

10:48 Recursive Self-Improvement and the AI Talent Wars

19:41 Airtable Sells to Bending Spoons

25:33 Not Every SaaS Company Is Dead

27:50 The Constellation Software Playbook

30:05 The Next Big Write Downs Are AI Labs

31:59 Apple vs. OpenAI, Courtesy of iCloud

35:20 OpenAI's Creator Summit Backlash

40:53 Why People Still Hate AI

43:39 AI Slop and the Content Problem

45:11 SpaceX's Lockup and Number Big

48:00 Nikita Bier Leaves X

50:22 Jess's Posting Dilemma

53:40 Next Week on More or Less

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