Two humanoid robots walk into your house—a quiet helper and a flashy fighter—and we ask which you’d actually want.
We break down what today’s leading models can really do in the home—cleaning, sorting, recharging themselves—and what still feels like demo magic.

Then we compare the philosophies behind them: data-trained brains and dexterous hands vs raw agility and massive manufacturing muscle.
Big picture, we debate whether this is the “ChatGPT moment” for robots and where they’ll show up first—from your kitchen to factories and hotels.

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TIMESTAMPS

00:00 Intro To Figure 3
03:42 Magic Fingertips
10:26 It's Not Just A Household Robot
14:02 It's All About The Hands
15:57 Kung Fu Optimus
20:50 Manufacturing vs Data
25:12 The $21,000 Walmart Robot

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RESOURCES

Josh: https://x.com/Josh_Kale

Ejaaz: https://x.com/cryptopunk7213

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

NVIDIA is looking at a $10 trillion forecast alongside its major investment in Elon Musk's xAI.

Additionally, we cover OpenAI's 800 million weekly active users, strategic partnership with AMD, and Sora's rise to the biggest app in the world.

Also, is Apple ending plans for Vision Pro? Join us for another breakdown of this week in AI!

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TIMESTAMPS

0:00 Intro
0:34 AMD's Big Deal with OpenAI
8:00 NVIDIA's $2 Billion Investment in xAI
14:58 The New Financing Model for GPUs
17:38 America's AI Race Against China
20:49 OpenAI's Major Week
27:11 Sora's Surprising Success
32:38 Apple’s Vision Pro and Future Plans

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RESOURCES

Josh: https://x.com/Josh_Kale

Ejaaz: https://x.com/cryptopunk7213

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

Covering highlights from OpenAI’s DevDay, including ChatGPT's surge to 800 million weekly users. We discuss the new Apps SDK for seamless app integration and the AgentKit, allowing users to create AI agents without code. We also give takes on the implications for user engagement and preview the upcoming GPT-5 Plus API.

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https://pod.link/1813210890

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TIMESTAMPS

0:00 OpenAI's DevDay Announcements
4:28 ChatGPT's App Store Evolution
8:41 AgentKit
13:13 AI Agent Development
15:10 Competition
17:00 Reviewing DevDay Overall
19:27 Closing Remarks

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RESOURCES

Josh: https://x.com/Josh_Kale

Ejaaz: https://x.com/cryptopunk7213

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Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠