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In this episode, we dive deep into the mixed reactions to OpenAI's highly anticipated GPT-5 release, questioning whether it lives up to the hype or represents a missed opportunity to dominate the AI coding space.

**Key Topics:**
• GPT-5 honest review: Router system confusion and the "eager puppy" problem
• Why OpenAI may have missed their chance to crush Claude in coding
• Perplexity's shocking $34.5 billion unsolicited bid for Google Chrome
• GitHub CEO Thomas Dohmke stepping down - what it means for Microsoft's AI strategy
• The "extra step" problem with GPT-5 and how it compares to Claude Code
• Microsoft's ambitious 2030 vision for "agentic Windows" - realistic or overhyped?
• Why community-based AI models could be the next big thing (Reddit, Twitter, Amazon)
• The shift from social media to interest media to community media

We explore the current state of AI coding tools, infrastructure battles, and whether the big tech companies are making the right strategic moves in the rapidly evolving AI landscape.

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Follow the Hosts:

• Marlon Avery: @IamMarlonAvery
• Adrian Green: @Adrian_Poupon
• Sekou Doumbouya: @SekouTheWise1

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This episode covers the rise of AI companions among teenagers, Claude's controversial usage limitations, and OpenAI's massive infrastructure scaling to handle billions of daily requests.

**Key Topics:**
• 72% of US teens have tried AI companions - the shift from tools to lifestyle integration
• Grok's controversial anime companions and the ethics of AI relationships for teens
• Claude Code's secret usage limits frustrating developers and enterprise users
• OpenAI's 2.5 billion prompts per day - up from 1 billion in December
• OpenAI's plan to acquire 1 million GPUs including Google TPUs and NVIDIA alternatives
• Meta refuses to sign EU AI Act alongside Microsoft and Google - regulatory pushback
• Amazon's new S3 Vector storage promising 90% cost savings for vector workloads
• AWS Bedrock Agent Core for enterprise agentic AI workflows

We discuss the psychology of teenagers using AI for personal conversations rather than homework, the dangerous game companies play when limiting successful products, and the infrastructure arms race driving AI development.

Support the show

Follow the Hosts:

• Marlon Avery: @IamMarlonAvery
• Adrian Green: @Adrian_Poupon
• Sekou Doumbouya: @SekouTheWise1

Affiliate Links:

• Opus Pro Clips

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AI With Friends S2E9: The $10 Billion AI Arms Race - XAI, Oracle's Rise, and the End of Free Data 💰

This episode covers the most significant AI funding and infrastructure developments of the year. From Elon Musk's massive XAI funding round to Oracle's emergence as a major cloud player, we break down what these moves mean for the future of AI.

**Key Topics:**
• Elon Musk's XAI raises $10 billion - breaking down the competitive landscape
• OpenAI and Oracle's Stargate partnership: massive infrastructure expansion
• Meta's aggressive talent acquisition from OpenAI, Google DeepMind, and Anthropic
• Cloudflare's revolutionary "Pay Per Crawl" system - the end of free AI training data
• Oracle becomes the 4th major cloud provider alongside AWS, Azure, and GCP
• AI officiating in sports - when algorithms make judgment calls that affect careers
• The gigawatt power requirements driving AI data center nuclear discussions
• Grammarly acquires Superhuman: creating AI-powered email ecosystems

We explore how the AI talent wars are reaching unprecedented levels, with engineers commanding $10M+ packages, and why infrastructure and data access are becoming the new battlegrounds in AI development.

Support the show

Follow the Hosts:

• Marlon Avery: @IamMarlonAvery
• Adrian Green: @Adrian_Poupon
• Sekou Doumbouya: @SekouTheWise1

Affiliate Links:

• Opus Pro Clips