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Chinese AI Model GLM 5.2 Beating Frontier Models | Meta Glasses, Polymarket Scandal, and More AI Talent War

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Chinese AI Model GLM 5.2 Beating Frontier Models | Meta Glasses, Polymarket Scandal, and More AI Talent War

More or Less

1 DAYS AGO
More or Less

More or Less

1 DAYS AGO
OverviewShownoteHighlightsTranscriptChaptersPins

Shownote

The quad is back. Dave and Brit rejoin Sam and Jess fresh off a More or Less fan encounter at the Zurich airport. It was quite the week for Meta as the squad breaks down the company’s new line of glasses featuring Kylie Jenner (or, in Jess’ words, Kendall)...

Highlights

The More or Less podcast team reunites after a fan encounter at the Zurich airport, diving into a wide-ranging discussion on tech, culture, and business. The conversation kicks off with Meta's new smart glasses and whether they will finally appeal to women, before moving into a heated debate on the value and risks of prediction markets. The hosts also share hands-on experiences with cutting-edge AI hardware and discuss the shifting dynamics of the AI talent war.
00:00
Prediction markets are like trading cards.
00:51
Welcome back to the podcast.
01:16
A fan encounter led to productive collaboration
03:02
Meta's new glasses backed by Kylie Jenner
07:19
A watershed moment for women.
14:23
Prediction markets are information machines
19:39
Prediction markets will succeed on Instagram.
22:48
Real story is investor and journalist anxiety
25:45
Open-source model outperforms frontier models on coding.
28:26
Sam estimates his monthly AI bill at a few thousand dollars
35:27
Users prefer stories over feeds
43:04
Illiquidity accidentally created ultra-wealthy early employees
43:32
It's always been an ad conference.

Chapters

Episode trailer
00:00
Intro
00:50
MOL Got Recognized at the Zurich Airport
01:12
What’s on the Agenda Today
03:02
Meta Smart Glasses, The Moment Women Finally Buy In?
05:04
Meta’s Prediction Markets, Brilliant or Addictive?
14:20
Polymarket’s Influencer Problem
19:39
AI Talent Wars, Investors Are Reading the Wrong Signals
22:48
GLM 5.2 on Nvidia B200s, Open Source Catches Frontier Models
25:40
AI Token Spend, Sam’s $1,500/Month Experiment
28:20
Sam Reviews The Information App Live
31:04
Anthropic, Dell, and the Math Behind Generational Returns
36:17
Cannes Lions, Worth It or Corporate Boondoggle?
43:30

Transcript

Sam Lessin: This happened at Facebook. There's so many people on Facebook, right? In the early days who, like, were very, very junior engineers and got hilariously uber-wealthy in, like, the first three years of their career. Purely because they literally ...