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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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

OpenAI’s personalization leads, Christina Kaplan and Samir Ahmed map the shift from an “assistant with a notebook” to Pulse—the part of ChatGPT that quietly preps your day while you sleep. We unpack how short- and long-term memory work across sessions and why April’s subtle update changed the experience, show how daytime chats stay aligned with overnight prep, and close on the big questions: privacy, consent, and why this is an assistant/representative—not a digital clone.

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TIMESTAMPS

0:00 Intro

1:03 Why Memory Mattered

6:00 User Reception

9:45 Under the Hood: Short vs Long Term

12:20 Behavior Shift & Data Strategy

20:26 What is Pulse?

38:35 One Cohesive Assistant

34:35 Pulse in Practice & Near-Term Roadmap

40:43 Should It Surface Trends?

43:43 Assistant ≠ Clone

51:15 Closing Thoughts

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RESOURCES

Christina Kaplan

https://x.com/ChristinaHartW

Samir Ahmed

https://x.com/PageOfSamir

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

https://www.bankless.com/disclosures⁠

OpenAI's has launched Sora 2, a text-to-video model that combines realism and interactivity, allowing users to create videos with their likenesses.

We explore the Cameo feature and tackle ethical concerns around likenesses and misinformation. OpenAI also released a new social media platform for sharing Sora-generated content and explore its implications for audience engagement and the creative industry.

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TIMESTAMPS

0:00 The Launch of Sora 2
1:50 The Physics Engine Behind the Magic
4:02 The Viral Cameo Feature
9:10 New Social Media App Introduction
12:17 Onboarding Experience Explained
13:17 Mixed Reactions
16:40 The Future of Social Media
19:56 Creative Use Cases
23:40 Marketing Potential
24:48 Closing Thoughts

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RESOURCES

Josh: https://x.com/Josh_Kale

Ejaaz: https://x.com/cryptopunk7213

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

OpenAI dropped their Instant Checkout feature, which transforms e-commerce by allowing purchases directly through ChatGPT, challenging retail norms.

We discuss Sam Altman's potential social media platform, Sora 2, aimed at competing with Meta. Anthropic's Claude Sonnet 4.5 impresses as a coding model that can operate for 30 hours straight, rivaling OpenAI’s capabilities. Lastly, we examine Meta's new MetaBot initiative focused on software licensing in humanoid robotics, raising eyebrows among experts.

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TIMESTAMPS

0:09 This Week in AI
6:02 ChatGPT Partners with Etsy and Shopify
9:13 OpenAI's New Social Media Plans
14:34 OpenAI's Humanoid Robot Strategy
17:21 Anthropic's New Coding Model
30:07 Meta's Humanoid Robot Ambitions
32:57 Closing Thoughts

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RESOURCES

Josh: https://x.com/Josh_Kale

Ejaaz: https://x.com/cryptopunk7213

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

In this episode, we examine the ethical implications of AI development by Meta and OpenAI, contrasting Meta’s addictive “Vibes” video platform with OpenAI’s productive “Pulse.”

Ejaaz and Josh discuss user reactions to both technologies, prompting a dialogue about engagement-driven versus life-enhancing AI. Join us for insights that challenge listeners to reflect on their values in the evolving tech landscape and anticipate an upcoming interview with Pulse's creators!

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TIMESTAMPS

0:00 Meta Vibes
1:44 Short Form AI Addiction
3:24 Public Reactions to Vibes
5:37 Meta's Talent Acquisition
7:08 The Dystopian Perspective
11:10 OpenAI's New Feature: Pulse
13:17 Pulse: Your Digital Assistant
15:38 User Experiences with Pulse
17:31 Public Sentiment on Pulse
21:09 Optimism vs. Dystopia
22:55 Future of AI Personalization
23:35 Upcoming Episode Preview
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RESOURCES

Josh: https://x.com/Josh_Kale

Ejaaz: https://x.com/cryptopunk7213

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

Over the last 30 days, more than $1T has been pledged to build 50–100 GW of power for AGI, an unprecedented, Manhattan-Project-scale race to convert energy into intelligence. We break down who’s winning and why: XAI/Elon’s Colossus 2 and deep vertical integration (Tesla Megapacks, in-house chips), OpenAI’s Stargate deals with Oracle/SoftBank plus a reported $100B NVIDIA tie-up, Microsoft’s Fairwater push, Intel’s geopolitics—while Europe lags and China stockpiles energy and homegrown GPUs. Is this an AI CapEx bubble or the new reality where compute becomes the last thing we spend money on—and where being months late can cost you the race?

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TIMESTAMPS

00:00 Intro
02:25 Colossus
09:21 OpenAI Goes BIG
16:29 The $100B Bet
22:19 Intel & Apple?
26:01 Where Is Anthropic?
28:33 Europe Is Cooked
29:41 China Is On Fire
36:01 Are We In A Bubble

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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