WEBVTT

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Alex Volkov: Anthropic committed

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to 5% of its shares to a new Anthropic
public benefit fund.

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Josh Long: if you are running a PHP server, you need
to make sure that it is patched.

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Like, hopefully you patched yesterday

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Alex Volkov: OpenClaw and Hermes work the best with
Anthropic models, and then Anthropic just

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shut them down. And now we finally see
why.

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Hello and welcome everyone

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to ThursdAI

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for

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October 22nd.

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Cold open today, scary.

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The internet feels like it's failing, and
a lot of it is

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potentially because

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of AI. So we're gonna talk about this.

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Uh, obviously we're not selling doom and
gloom here, uh, but we do have,

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Josh Long, AKA the Joshmeister, joining us
at the end of the show to talk about, to

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break down some of the security

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incidents, uh, many of them powered by AI

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that just happened

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this week, many this month.

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If you heard anything about the PHP core
vulnerabilities, if you heard about the

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GitLab RCEs, uh, and the,

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there's one not related to AI, which is
the eMudra, certificate.

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We're gonna break it down to you and also
give you practical things, what you can do

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today, right now, to protect yourself, uh,
with your agents as well.

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But also we're going to talk about
Anthropic stepping in

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to the personal agent era with Claude
Duet, which I think to me is one of the,

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the highest highs. I just got access this
morning.

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I'm so excited. I haven't even tried this.

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Um, we're gonna talk about a lot of stuff.

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Anthropic becoming a PBC, public benefit
company, with giving away 5% of its value,

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um, a lot more.

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Joining me directly from

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GTC Berlin is Wolfram Ravenwolf from our
booth at GTC Berlin at Corwe.

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Wolfram, how are you?

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Wolfram Ravenwolf: Hi, Alex. I hope the audio is fine.

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I'm in the middle of the GTC.

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Alex Volkov: That is awesome.

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Wolfram Ravenwolf: At our booth right now.

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I see still

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stuff going on over here.

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Alex Volkov: You're joining, from GTC with Jensen Huang
standing by you, ready to do an interview,

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yes?

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Wolfram Ravenwolf: Here he is. Oh, that's another colleague
of mine, but

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Alex Volkov: that is

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Jensen.

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Wolfram Ravenwolf: Maybe later.

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Alex Volkov: All right.

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Wolfram Ravenwolf: Still waiting for him to come along.

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Alex Volkov: We w- will definitely chat about some of
the stuff that CoreWeave launched, in our

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new segment called From the Forge.

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And

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Wolfram, what are you gonna show us?

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Wolfram Ravenwolf: Some of this stuff here.

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Alex Volkov: Oh.

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Wolfram Ravenwolf: This is a new one.

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The

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NVIDIA HGX Rubin NVL8, and this thing
right here on the desk is

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1.8, 1.2 million dollars.

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Alex Volkov: Oh.

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Wolfram Ravenwolf: Just for perspective.

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Alex Volkov: Can you see if it attached to the table?

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Wolfram Ravenwolf: Uh, I can't take it, sorry.

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Maybe later.

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Alex Volkov: All right, uh, we we have a big show,
Wolfram, hopefully you can join us from

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the hotel, but it's great, that you're
showing us the floor of GTC.

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the highlight for me, I tune into
Jensen's, keynote, famous keynote,

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and yeah, the highlight for me is how
strongly NVIDIA is leaning into the claws

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and that, previously, and like obviously
you can see Jensen over there with claws

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on

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Wolfram Ravenwolf: Yeah, yes.

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Alex Volkov: on their hands. Yes.

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do the employees also wear claws, all of
those folks?

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It looks like the employees have claws,
like red claws, some of them.

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Wolfram Ravenwolf: Yeah, yeah, there's a whole area dedicated
to claws, but also Hermes agents or

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personal agents in general.

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Alex Volkov: Yeah. So, uh, personal agents, I think, is
a huge thing, in GTC as well.

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Obviously, Jensen is kind of like,
focusing on that, and he ended the show

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floor with the Hermes agent.

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We're also gonna chat about that as well.

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A big week. LDJ, welcome to the show as
well.

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Um, I think, eh, we have to talk about the
security stuff just after the TLDR,

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but, I think at times like this, you're,
maybe you're happy that you're a non on

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the internet, no?

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LDJ: Good point, good point.

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Alex Volkov: Because stuff is...

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I don't want to doom and gloom, but
there's a lot of vulnerabilities that

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we're, starting to see. again, we're gonna
cover

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a lot of them at the end of the show.

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Today's show is

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full of guests, folks.

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this week

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also we saw a release

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from a company called Recursive AI, or
Recursive SI, I guess.

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I think they rebranded. Uh, we're gonna
have to keep up LDJ tabs on who did

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rebrand the to SI and who didn't.

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And, we're gonna have Tim Shi and Prince
Kanuma talk about to us about Flint, which

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is a model that they,

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trained almost from scratch using a
recursive process from,

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the Eureka machine, something they called
the Eureka machine.

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they just announced it yesterday.

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So we're gonna chat about Flint as well.

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OpenAI has had quite a week since Dev Day.

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They said, hey, we're gonna either ship
something or give you a reset, or for the

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next 30 days straight.

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They always kind of do that, and so
they've shipped some

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caching updates, which are very, very,
very interesting.

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and I think I'm really hoping everybody
else will, will catch up.

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specifically that cache

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almost never, never expires, which is
honestly quite crazy.

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Uh, and yeah, a lot of, a lot of big news,
a lot of big news.

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I have a whole folder here that we need to
get through.

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Aldija, what was, what was one highlight
for you this week?

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LDJ: Uh, yeah, there's a few. There is a
Reflection Beam is now an artificial

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analysis, and and so we have some results
there.

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There's a new DeepSeek Flash that was
announced,

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and uh,

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besides that,

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there is

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just

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extra benchmark news of people auditing
benchmarks, which I think is really good.

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Some, some flaws found in Terminal Bench
4, and uh, yeah, I think a lot of cool

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things to cover.

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Alex Volkov: And we have Nisten Tahiray, who's now at
DevRel at PrismML, and finally added the

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title, Nisten. Nisten, we are on the

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one highlight of the week that's the most
important thing that, that you're, that

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you want to cover. if security is that for
you,

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a reminder, we have a full segment about
that, but please let us know.

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Nisten Tahiraj: You know you're locked in when you just,
like, forget to check Twitter and uh,

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and do all of this stuff.

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The only reason I came back to check was
because, uh, my Muse agent finally

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just ran out of, uh, out of quota, and,
uh,

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I had to resort to using

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freaking DOD, which is just absolute
garbage of a product.

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Uh, other than I really liked this new
model, by the way.

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I started using it, uh,

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yesterday,

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the 42B coding model, uh,

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Alex Volkov: Flint?

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Nisten Tahiraj: Yeah, yeah, yeah.

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I started running a lot of agents with
Flint because it's, it's, it's extremely

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fast.

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Uh, it took a bit, look, it's not that
good, it is still pretty tiny, remember,

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but it is extremely fast,

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and uh, I just put Haiku on a loop to just
find out what was the best way to prompt

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it.

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And then once you figured that out, it was
actually

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pretty close. I got it pretty close to
doing the job of Haiku, maybe like 96%

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of the score. So, uh, I actually like
that, that model, and uh, I think it's

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a, it's a little bit underhyped, if
anything.

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Alex Volkov: Yeah.

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Nisten Tahiraj: Right now.

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Uh, yeah, I would say that is, uh, that is
the highlight.

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Alex Volkov: I, we're gonna talk with Prince Kanuma,
our friend of the pod, MLX King, who had

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day one support for Flint, and the Tim Shi
from the folks at, Recursive SI

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is, hopefully gonna join us. We're trying
to get Tim, so hopefully monitoring the,

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the channels, to talk to us about the best
way that, that they know how to prompt.

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the cool thing about Flint is that they
trained it in like 4 months using,

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recursive processes, so I'm really excited
for that conversation.

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the highlight for me came in today.

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so shout out to Edwin Arbus and shout out
to Adi Osmani for my invite for Claude

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Duet, which is, this is the highlight for
me.

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It came literally yesterday, Anthropic
announced their entry into the personal

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agent

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era.

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Uh, personal agent, as we talk to you on
the show now for almost

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a year, personal agents are AI

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agents that run in 24/7.

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They have their own computer, their whole-
their own browser, and they are proactive.

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They're doing tasks for you because they
have context for you.

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so Nisten just mentioned Muse and
mentioned Dots, which is OpenAI's one.

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Claude is stepping into this era with
Claude Duet, and I just got access, just

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set it up this morning, so I didn't have
tons of time to play with it.

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but it already knew a bunch.

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So that, one of the biggest things that

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now is a problem in this era is if there's
a new one, those products are very sticky.

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And Nisten, maybe this is why one of the
reasons why you're saying, Dots is not

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Dots for you, because the products are
very, very sticky.

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It's only as good as the information and
the context you give it about your

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personal stuff. And moving that and moving
those connections, moving that data feels

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really, difficult right now.

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Not to mention many folks in this era,
report on AI fatigue, AI agent fatigue.

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So, I don't have fatigue.

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I'm excited to check out Claude Duet.

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I think, I've been telling you guys on the
show for the longest time what I wanted is

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exactly this format with Opus 5.5
intelligence, and that's what we got.

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So this is the highlight for me.

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Uh, I think with that, let's jump to TLDR.

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Nissa, unless you have anything else to,
you want to add,

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we can jump into TLDR.

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Or LDJ.

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Nisten Tahiraj: No, I, I, I have an entire rant about just
how bad dot is,

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so.

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Alex Volkov: all right, we, there's a whole metric ton
of, of news and models, this week.

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And again, because we have 3 interviews,
let's just run through, the TLDR, uh,

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super quick. Let me just make sure that we
have all of it.

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Okay,

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let's jump into the TLDR.

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Which is, let's go.

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Right, here's

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most of what we're gonna talk about, most
of everything that happened in the week,

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of ThursdAI for October 22nd in about 5
minutes.

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Let's try to get into this because there's
a lot to talk about.

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First of all, Anthropic decided to put 5%
of its shares into a public benefit fund,

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and there is a lot of criticism against
Dario, which Dario, in a very weird way,

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answered on Twitter. that conversation is

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very deep. Dario answers with very long
threads, and very thoughtful as well, so

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we thought that we'd at least mention
this.

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also, Anthropic, as we said in the
beginning, opened the waitlist for Claude

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Duet. This is a Claude that that has a
24/7 cycle, it's on computer, and it works

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without being prompted, and it's
proactive.

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This is Claude's

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answer to

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Grokbots,

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Meta Muse,

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obviously the Hermises and the OpenClaws
of the world, and the most recently Dots

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from OpenAI.

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We've been telling you that we want that
format with Opus 5.5, and that's exactly

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what Anthropic is stepping into.

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In a very interesting thing, it seems like
Anthropic is following and not leading the

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category, but we'll see, we'll see how
good it is.

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I just got access this morning.

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Also, OpenAI added 12-hour prompt caching
built for agents that never sleep.

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This is like a big, big, big thing
everybody's very, very excited about.

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and uh, GPT Astra Pro runs now parallel
agents in ChatGPT.

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OpenAI also acquired Orchestra Bio, and
there's a lot more stuff.

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Specifically, OpenAI models, Astra, Sol,
and Luna are now in Google Cloud, in

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public preview. So if you are

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part of the Google Cloud, maybe with your
startup, now you have access to the best

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OpenAI, models, and Google now becomes
kind of the cloud that has all the the

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frontier models on there.

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Gemini 4 Argon, it's been a week since
Argon.

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It did 25 trillion tokens in 3 days, and 4
Argon models beat Minecraft.

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We should mention a week with Argon.

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Uh, we did see multiple folks,

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chat about Argon on our timelines as well.

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And then, uh, Inception Mercury 3, a
diffusion LLM claimed a thousand plus

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tokens with 1 million context, by by their
own vendor.

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So,

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we have a new segment here, uh, Security
Week, and I d- I hope we don't have to

00:12:26.614 --> 00:12:28.994
keep the segment up, but it does seem like

00:12:30.054 --> 00:12:30.853
the Defender

00:12:31.534 --> 00:12:33.133
window is kind of closing.

00:12:33.254 --> 00:12:37.234
Defender's window is what Greg Brockman
called the very short time before

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attackers have access to very capable AI

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models and swarms.

00:12:41.949 --> 00:12:44.923
th- this week OpenAI's Daybreak and some
other folks

00:12:45.824 --> 00:12:51.103
helped a, the PHP Foundation to find a
very, like, two critical holes in the PHP

00:12:51.264 --> 00:12:51.984
engine itself.

00:12:53.179 --> 00:12:58.109
they patched the PHP engine, and PHP runs
70% of the internet, many folks scrambled

00:12:58.209 --> 00:13:00.418
really hard, to try and patch their
systems.

00:13:01.009 --> 00:13:04.569
however, this is a big deal that will
continue to to be talked about.

00:13:04.729 --> 00:13:06.688
Many, many websites went offline.

00:13:07.119 --> 00:13:09.119
folks like the NSA and the FBI

00:13:10.119 --> 00:13:13.518
posted about, hey, you should take your
website offline if you're not patched.

00:13:13.559 --> 00:13:17.969
It's that bad. and also some trusted root
certificates for HTTPS turned out to have

00:13:18.229 --> 00:13:21.979
a private key. It was literally the number
4, which everybody's making a big deal of,

00:13:21.999 --> 00:13:24.768
but that's not the big deal. That's just
the level of incompetence there.

00:13:24.929 --> 00:13:27.628
Uh, eModra certificates have been
compromised.

00:13:27.929 --> 00:13:32.669
this is a very scary week in security in
the world, in addition to multiple

00:13:32.769 --> 00:13:35.809
companies like Railway being hacked and
GitLab finding vulnerabilities.

00:13:36.129 --> 00:13:38.049
I'm talking about this really fast, and
it's very scary.

00:13:38.359 --> 00:13:42.779
we will talk about how to try and and
maintain sanity in this world, very soon

00:13:42.824 --> 00:13:44.218
with with Josh Long.

00:13:44.319 --> 00:13:45.678
He's gonna join us at the end of the show.

00:13:45.839 --> 00:13:50.019
And OpenAI's Daybreak program is quietly
behind a lot of this year's biggest bug

00:13:50.158 --> 00:13:54.428
finds, uh, and I think that this is very
important, but again, the defender's

00:13:54.489 --> 00:13:59.449
window is closing, uh, so a lot of
companies were hacked, including OpenCode

00:13:59.729 --> 00:14:00.449
and Railway.

00:14:01.569 --> 00:14:03.988
Also, Microsoft said that China's state-
aligned

00:14:04.609 --> 00:14:09.499
Storm used agentic AI, pen test framework
RText against hundreds of organizations.

00:14:10.614 --> 00:14:14.088
the good news there is both NVIDIA and
CoreWeave building fences around the

00:14:14.169 --> 00:14:18.064
agents. OpenShell and Zero Trust AI
framework from CoreWeave, both announced,

00:14:18.064 --> 00:14:20.929
this week. OpenShell obviously been talked
about from NVIDIA for a while.

00:14:21.649 --> 00:14:27.309
In open source and LLM news, DeepSeek
shipped a new MIT licensed Flash with a

00:14:27.409 --> 00:14:28.569
big jump on Terminal Bench.

00:14:28.689 --> 00:14:33.968
We are always very, very happy to see the
whale, resurface, and holy crap did the

00:14:34.049 --> 00:14:38.908
whale resurface. DeepSeek also open source
Deep Infer, the engine, the inference

00:14:38.969 --> 00:14:40.689
engine that DeepSeek runs on.

00:14:41.149 --> 00:14:43.448
there's also a bunch of speculation about
a new

00:14:44.789 --> 00:14:49.638
unnamed model called Space Bunny, and
Minimax unveiled that Space Bunny was M3.1

00:14:50.079 --> 00:14:50.438
Flash.

00:14:51.119 --> 00:14:54.779
And as Nisten mentioned, Recursive Flint
came out of nowhere.

00:14:54.879 --> 00:14:59.659
Richard Soter's company, Recursive,
Richard Socher's company, Recursive, came

00:14:59.699 --> 00:15:04.718
out with Flint, a local coding model, and
it's small and local, and we have both

00:15:04.839 --> 00:15:10.479
Prince Kanuma and the Tim Shi hopefully
joining us very, very soon at 11, at 10 AM

00:15:10.639 --> 00:15:12.239
Pacific to talk about,

00:15:13.359 --> 00:15:13.798
uh,

00:15:15.399 --> 00:15:16.199
to talk about that.

00:15:17.195 --> 00:15:21.315
very excited about that. In tools and
agentic engineering, or the personal agent

00:15:21.635 --> 00:15:26.934
corner, if you want to call it, Jensen
Huang, CEO NVIDIA, closed his GTC keynote

00:15:27.235 --> 00:15:29.865
with a Hermes agent building and training
a robot.

00:15:30.625 --> 00:15:31.734
Uh, Hermes, is

00:15:32.415 --> 00:15:34.455
Jensen is getting Hermes filled, and it's
great to see.

00:15:34.775 --> 00:15:35.874
Uh, Nvidia.

00:15:37.055 --> 00:15:37.434
Uh,

00:15:39.255 --> 00:15:40.374
let's see what else is in there.

00:15:40.695 --> 00:15:45.415
Uh, From the Forge, which is a new corner,
folks, no longer This Week's Buzz after 3,

00:15:45.575 --> 00:15:48.104
3 something years. This Week's Buzz is not
the corner anymore.

00:15:48.165 --> 00:15:52.325
We, we're, we now have a new corner called
From the Forge, powered by CoreWeave.

00:15:52.625 --> 00:15:57.304
Reflections Beam, which we mentioned last
week, is now, on Weights and Biases, and

00:15:57.385 --> 00:16:01.054
it was trained on Weights and Biases, with
Weights and Biases, curves behind it.

00:16:01.425 --> 00:16:02.605
we also have RL's

00:16:03.265 --> 00:16:04.305
rollouts in Forge,

00:16:05.251 --> 00:16:07.970
and NVIDIA Rubin's new NVL8

00:16:08.571 --> 00:16:11.010
lands on CoreWeave this quarter, so very
exciting things.

00:16:11.321 --> 00:16:15.491
NVIDIA also announced a bunch of stuff at
GTX, including the NVIDIA DSX.

00:16:16.251 --> 00:16:20.491
It's a pre-tested AI factory, deployable
in as little as 14 days, so we should

00:16:20.611 --> 00:16:21.971
mention that a little bit as well.

00:16:22.531 --> 00:16:25.890
In vision and video, there's a lot of
stuff happening, just an incredible amount

00:16:25.911 --> 00:16:27.400
of stuff happening. we, we use some of
them.

00:16:27.641 --> 00:16:28.161
Kling 4

00:16:28.801 --> 00:16:32.060
does 30 seconds of video in a single pass,
and Kling 4 is really, really good with a

00:16:32.121 --> 00:16:34.161
bunch of input variables.

00:16:34.721 --> 00:16:35.240
Flux 3

00:16:36.280 --> 00:16:39.720
Max now renders 10 seconds of video in 12
seconds.

00:16:39.881 --> 00:16:40.300
this is

00:16:41.161 --> 00:16:41.241
a

00:16:42.281 --> 00:16:46.350
another feat by our friends at Fal,
releasing a Max version, optimized Max

00:16:46.391 --> 00:16:47.410
version of a video.

00:16:47.871 --> 00:16:51.751
And, Odyssey, I don't know, Nisten, LDJ,
if you guys saw, but Odyssey ML released a

00:16:51.911 --> 00:16:56.060
world model, and then they put a fruit
fly's brain inside that world model.

00:16:56.341 --> 00:17:00.800
So now we literally have a world model
that's a simulation and a simulated entity

00:17:00.901 --> 00:17:04.081
there, like the fruit fly brain that
everybody was getting excited about a few

00:17:04.101 --> 00:17:06.141
weeks ago. Uh, they put that in the world
model.

00:17:06.176 --> 00:17:08.371
Uh, we should at least play that video
because that's super cool.

00:17:08.691 --> 00:17:13.541
Our friends from Crea released a, the top
non-OpenAI image editor, in their, in

00:17:13.681 --> 00:17:16.171
Arena. voice and audio is also blowing up.

00:17:16.851 --> 00:17:20.291
I really, really hope we have some time to
play some of these clips because Eleven

00:17:20.331 --> 00:17:25.471
Lab launched Eleven Real Time, taking
about half a second, and also Eleven Real

00:17:25.491 --> 00:17:29.511
Time Translate, where if I talk, you can
hear me in different language in real

00:17:29.571 --> 00:17:30.730
time. It's really cool.

00:17:31.351 --> 00:17:35.121
Mistral also shipped Voxroll 3, which
Voxroll is their kind of, transcription

00:17:35.261 --> 00:17:37.991
service, but this is now a whole voice
agent stack.

00:17:38.550 --> 00:17:41.241
And, our friend, from Underdog,

00:17:42.371 --> 00:17:44.651
Sigil Wen released Bark 3.

00:17:44.931 --> 00:17:50.090
It's a 163 megabyte speech model that ties
to NVIDIA's ParKit and runs completely on

00:17:50.171 --> 00:17:52.610
device, fully transcribing on device.

00:17:53.081 --> 00:17:57.161
And Josh Long from Intego closes the show
with this week's security mess.

00:17:57.521 --> 00:17:59.280
And right, let's go, let's get into it.

00:17:59.361 --> 00:18:01.241
This is the TLDR. This is everything
that...

00:18:02.401 --> 00:18:04.920
the we have to talk about, which is a lot.

00:18:05.241 --> 00:18:05.721
Uh,

00:18:06.961 --> 00:18:10.270
we should start, I think, with Anthropic,
but we'll definitely, we'll definitely

00:18:10.331 --> 00:18:10.891
move forward.

00:18:11.611 --> 00:18:17.051
Uh, anything else, Nisten, LDJ, anything
huge from this week that we must mention?

00:18:17.551 --> 00:18:20.611
Anybody in the comments, anything else
that we should at least mention that

00:18:20.670 --> 00:18:22.790
happened this week before we move forward?

00:18:24.511 --> 00:18:26.230
LDJ: Yeah, maybe uh, Mercury decide.

00:18:26.590 --> 00:18:31.351
Also, I know you, you mentioned Mercury's,
uh, Mercury 3 model, but they also have

00:18:31.431 --> 00:18:35.870
released a competitor to OpenAI's Decision
API and of the JEV model, so

00:18:35.951 --> 00:18:36.331
Alex Volkov: Yeah.

00:18:36.351 --> 00:18:37.910
LDJ: Maybe that's something worth covering.

00:18:38.351 --> 00:18:38.790
Nisten Tahiraj: By the way,

00:18:39.391 --> 00:18:43.710
uh, if you're listening on the show, go on
VLLM's Hugging Face.

00:18:44.391 --> 00:18:49.170
You have a free endpoint for D3 Turbo
27-bit decider.

00:18:49.431 --> 00:18:50.731
It scores better than JEV.

00:18:51.031 --> 00:18:52.230
It accepts videos,

00:18:53.071 --> 00:18:54.570
and you can run up to like-

00:18:54.611 --> 00:18:55.770
Alex Volkov: accepts videos, Nisten?

00:18:56.351 --> 00:19:01.830
Nisten Tahiraj: Yeah, and yeah, and you can run up to 500
million tokens, uh, decisions, or

00:19:01.911 --> 00:19:04.570
500,000 decisions a day for free.

00:19:04.831 --> 00:19:05.870
You don't even need an account.

00:19:06.231 --> 00:19:09.230
Just go on their Hugging Face, search D3
Turbo VLLM,

00:19:09.831 --> 00:19:11.150
grab a free key, and just use it.

00:19:11.751 --> 00:19:13.171
Alex Volkov: This is D3 from Liquid, right?

00:19:13.871 --> 00:19:17.011
Nisten Tahiraj: No, from VLLM trained their own decider
models.

00:19:17.071 --> 00:19:18.271
Alex Volkov: Oh, they they also have a D,

00:19:18.491 --> 00:19:18.651
Nisten Tahiraj: Yeah.

00:19:19.011 --> 00:19:19.550
Alex Volkov: Wow, okay.

00:19:19.930 --> 00:19:22.951
Nisten Tahiraj: And uh, they're the the best ones right
now.

00:19:23.171 --> 00:19:23.631
Uh, I would

00:19:23.691 --> 00:19:24.290
Alex Volkov: Are you serious?

00:19:24.311 --> 00:19:27.350
Nisten Tahiraj: say I I tested them, they're better than
the Perplexity decider,

00:19:28.051 --> 00:19:32.510
and uh, they have a free API, which is so
generous.

00:19:32.891 --> 00:19:34.670
I'll just send, I'll just send the link.

00:19:34.691 --> 00:19:37.160
Alex Volkov: Wow, okay, let's at least show this. I
think this is like a cool thing to show,

00:19:37.221 --> 00:19:37.520
Nisten.

00:19:37.541 --> 00:19:37.920
Nisten Tahiraj: Yeah.

00:19:37.941 --> 00:19:39.600
Alex Volkov: So this one, D3, decision 3.

00:19:39.621 --> 00:19:43.501
Nisten Tahiraj: Yeah, yeah. So you're going to see, uh, it
just says try it for free,

00:19:44.381 --> 00:19:46.641
and you can just get an account and a key
right now for free.

00:19:46.661 --> 00:19:48.240
Alex Volkov: Very cool, very cool.

00:19:48.261 --> 00:19:49.700
Nisten Tahiraj: I, uh, I have like 5.

00:19:50.741 --> 00:19:51.041
Uh,

00:19:51.181 --> 00:19:51.840
Alex Volkov: You have like 5?

00:19:51.901 --> 00:19:54.240
Nisten Tahiraj: Just, yeah, yeah, just get your API key
for free right now.

00:19:54.341 --> 00:19:55.760
Alex Volkov: Are you serious they're judging video?

00:19:56.701 --> 00:19:58.080
Nisten Tahiraj: Uh, yeah, yeah.

00:19:58.101 --> 00:19:58.280
Alex Volkov: Wow.

00:19:58.301 --> 00:19:59.840
Nisten Tahiraj: I- I- I- it's extremely good.

00:19:59.901 --> 00:20:02.541
I've run it through all the benchmarks
I've had.

00:20:02.981 --> 00:20:05.300
I have just maxed out like, uh, 5

00:20:06.060 --> 00:20:07.241
of the API limits

00:20:07.901 --> 00:20:10.101
on it. It's, it's the best one.

00:20:10.261 --> 00:20:12.460
V3 Turbo, it's the best one.

00:20:12.581 --> 00:20:14.020
V3 Flash, also

00:20:14.701 --> 00:20:15.300
insane.

00:20:16.061 --> 00:20:16.361
Uh.

00:20:16.641 --> 00:20:17.440
Alex Volkov: That's very cool, Nisten.

00:20:17.581 --> 00:20:19.460
Nisten Tahiraj: Yeah, for, for running locally, yeah.

00:20:20.621 --> 00:20:23.491
Alex Volkov: I, dude, I have all these things I
prepared for the show.

00:20:23.511 --> 00:20:27.271
Look, this is a book of news, and this
could be one of the coolest things, and it

00:20:27.311 --> 00:20:28.670
just like came. is, this is great.

00:20:28.711 --> 00:20:29.550
So thank you, Nisten.

00:20:30.187 --> 00:20:33.906
Let us move to Frontier because Frontier
is very, very interesting.

00:20:44.986 --> 00:20:47.146
Hi, folks. On Saturday, Anthropic
committed

00:20:47.787 --> 00:20:51.666
to 5% of its shares to a new Anthropic
public benefit fund.

00:20:52.147 --> 00:20:56.747
The board can add up to 2% more every 50%
rise in the company's value,

00:20:57.702 --> 00:21:02.621
and the founders who pledged 80% of their
equity plus employee matching program, and

00:21:02.702 --> 00:21:06.901
Anthropic says roughly 20% of the company
is now earmarked for public good.

00:21:07.782 --> 00:21:09.541
This sounds like a huge, huge thing.

00:21:10.262 --> 00:21:13.572
it's, this is an LLC, it's not a charity,
it's a public benefit, charity.

00:21:13.652 --> 00:21:18.031
It can switch between ways of giving, and
the equity can't be used for lobbying or

00:21:18.252 --> 00:21:22.172
politics. It still needs stockholder
approval, and they also published their

00:21:22.212 --> 00:21:26.611
first annual public benefit report, and
the trustees wrote it largely describes

00:21:27.092 --> 00:21:29.171
inputs, so next year they want outcomes.

00:21:30.012 --> 00:21:33.291
So largely describes the money going in
and how much they're gonna put into this,

00:21:33.332 --> 00:21:35.972
but no outcomes and no, uh, news.

00:21:36.092 --> 00:21:37.372
So, but I respect that line.

00:21:38.157 --> 00:21:43.081
meanwhile, Dario is fighting the critics,
which is, you know, many, many folks,

00:21:43.342 --> 00:21:45.181
given his positions and stances.

00:21:46.132 --> 00:21:50.351
Nathan Calvin posted a long critique of
Anthropic, very public debate.

00:21:50.492 --> 00:21:52.331
I don't know if you guys have have seen
this at all.

00:21:52.632 --> 00:21:56.192
if you don't know, Nathan Calvin is the
general counsel of ENCODE, a small AI

00:21:56.312 --> 00:21:59.511
policy nonprofit that pushed for
California's SB 53

00:22:00.232 --> 00:22:04.131
bill, and last year he went viral when he
said OpenAI subpoenaed him and his group

00:22:04.212 --> 00:22:05.511
in the middle of that fight.

00:22:05.872 --> 00:22:09.191
So this isn't just an Anthropic hater,
it's a safety policy guy.

00:22:09.512 --> 00:22:13.872
His arguments were Anthropic's record now
looks like a race to super intelligence.

00:22:14.552 --> 00:22:18.432
More than half a trillion dollars in
compute deals, Claude leading a quarter of

00:22:18.512 --> 00:22:22.191
Anthropic internal AI development, which
we talked about on last week's show,

00:22:23.032 --> 00:22:27.751
which is basically the path towards RSI,
and a draft federal bill that would

00:22:27.851 --> 00:22:29.011
preempt state laws.

00:22:29.572 --> 00:22:29.771
His

00:22:30.692 --> 00:22:35.591
basic position and argument is Anthropic,
instead of being like a safety shop, is

00:22:35.932 --> 00:22:39.742
becoming a let's race, accelerate
everything, lab.

00:22:40.662 --> 00:22:41.162
And this

00:22:41.942 --> 00:22:46.061
triggered Dario, who answered him directly
on Twitter by via quote tweet, a very long

00:22:46.141 --> 00:22:47.562
quote tweet, and saying,

00:22:48.628 --> 00:22:52.187
9 commercially costly safety calls were
done on Anthropic's side.

00:22:53.593 --> 00:22:54.593
specifically he mentioned

00:22:55.393 --> 00:23:00.273
the we there's things we do that hurt us
financially, and we still do them because

00:23:00.393 --> 00:23:02.443
we we do want that safety, built in.

00:23:02.883 --> 00:23:07.143
And the the main call that stuck with me
is that Anthropic had Mythos class models

00:23:07.443 --> 00:23:13.003
back in February, and they held them from
general availability until June,

00:23:13.603 --> 00:23:16.203
when they claimed the cyber safeguards
were ready.

00:23:16.548 --> 00:23:19.512
Uh, I don't know if the world was ready
for Mythos in February.

00:23:20.233 --> 00:23:24.373
Obviously, they announced Mythos in
around, was that April back when we were

00:23:24.513 --> 00:23:26.872
AI Engineer London, and then, uh,

00:23:27.553 --> 00:23:32.432
Dario also admitted 3 of Calvin's 9 points
were communication mistakes, including the

00:23:32.553 --> 00:23:36.773
letter to the Congress they walked back,
and he he admittedly said, uh, there was a

00:23:36.853 --> 00:23:40.282
mistake. and Dario said he will have more
to say soon.

00:23:41.723 --> 00:23:45.263
So, folks, on the panel, Nisten, I'm very
interested in hearing your thoughts on

00:23:45.283 --> 00:23:47.123
this. Is this pre-IPO PR,

00:23:47.753 --> 00:23:49.092
or is this real accountability?

00:23:49.193 --> 00:23:51.512
Is somebody holding Anthropic to real
accountability?

00:23:51.673 --> 00:23:53.832
And what about this public benefit thing?

00:23:53.993 --> 00:23:55.592
You talked about communism.

00:23:56.393 --> 00:24:00.352
Uh, is this, uh, are they reinventing, uh,
uh,

00:24:01.153 --> 00:24:02.072
what is it called, uh,

00:24:02.873 --> 00:24:03.252
uh,

00:24:04.153 --> 00:24:05.573
yeah, are they reinventing...

00:24:07.193 --> 00:24:09.632
The word escapes me, something from first
principles.

00:24:11.073 --> 00:24:11.592
Nisten Tahiraj: Uh,

00:24:12.713 --> 00:24:16.113
yeah, I don't know, political opinion
aside, I think just like any other

00:24:16.193 --> 00:24:20.152
company, there's a lot of conflict there
on the, on the inside.

00:24:21.033 --> 00:24:24.192
So I kind of, I more like Dario than
dislike him.

00:24:24.273 --> 00:24:26.913
I think he's just very heavily influenced
by,

00:24:27.793 --> 00:24:28.773
uh, the whole

00:24:29.513 --> 00:24:33.993
cultish thing that that was in there
before and is trying to to play both

00:24:34.073 --> 00:24:36.513
sides. And, uh, at the end of the day,

00:24:37.193 --> 00:24:40.413
Opus Low is still the best model you can
run, so...

00:24:41.833 --> 00:24:46.352
I think they do have a point that you need
the job done and just fire up a whole

00:24:46.433 --> 00:24:46.773
bunch of

00:24:47.873 --> 00:24:49.232
Opus Low at the end.

00:24:50.153 --> 00:24:51.913
So, are they gonna get surpassed?

00:24:52.313 --> 00:24:55.913
Maybe. They have plenty of tricks up
their, up their sleeves, so I, I don't

00:24:55.933 --> 00:24:58.572
know, kind of don't really have that much
of an

00:24:59.353 --> 00:25:00.553
opinion on this, uh.

00:25:00.632 --> 00:25:01.752
Alex Volkov: What about the PBC thing?

00:25:01.992 --> 00:25:04.112
specifically about giving back,

00:25:04.833 --> 00:25:08.553
given that the IPO is coming up and a lot
of people will invest a lot of money in

00:25:08.593 --> 00:25:12.512
this IPO, based on the streets, based on
the stuff that I hear, like regular folks

00:25:12.552 --> 00:25:14.242
are very excited about that, coming.

00:25:14.262 --> 00:25:17.903
Nisten Tahiraj: That one, even what they were saying, it
just went from one ear into the other.

00:25:17.983 --> 00:25:19.102
That just sounded like.

00:25:19.663 --> 00:25:19.882
Alex Volkov: Yeah.

00:25:20.103 --> 00:25:21.323
Nisten Tahiraj: Yeah. Just.

00:25:21.383 --> 00:25:23.023
Alex Volkov: Alexi, thoughts on the, on the PBC thing?

00:25:23.063 --> 00:25:27.103
Obviously, Elon Musk and, and, and OpenAI
have a big thing about, you know, OpenAI

00:25:27.183 --> 00:25:32.232
being a charity, being, you know, building
AI in, in the open for that, and now, you

00:25:32.273 --> 00:25:34.232
know, Anthropic is stepping in there in a
different way.

00:25:34.313 --> 00:25:36.452
So Anthropic first started as a pro,

00:25:37.273 --> 00:25:39.673
you know, capital company, and now it's
turning into a PBC.

00:25:40.033 --> 00:25:40.252
LDJ: Mm-hmm.

00:25:40.433 --> 00:25:40.692
Alex Volkov: Um.

00:25:40.793 --> 00:25:44.832
LDJ: Well, yeah, to clarify, Anthropic has
actually been a PBC since its founding.

00:25:45.673 --> 00:25:47.332
back before ChatGPT was created.

00:25:47.393 --> 00:25:53.112
It's just now they are announcing this
specific fund, uh, that's like dedicated

00:25:53.233 --> 00:25:57.313
to the, basically the nonprofit portion of
their business that's like exclusively

00:25:57.393 --> 00:25:59.832
won't be used for, uh, commercial actions.

00:26:00.433 --> 00:26:03.073
Um, but yeah, they they've been
established as a PBC for a while.

00:26:05.193 --> 00:26:07.532
Alex Volkov: All right. Uh, so this is now the
commitment, right?

00:26:07.593 --> 00:26:10.513
So in terms of funds and and uh and and
and things.

00:26:10.833 --> 00:26:11.113
Um,

00:26:12.313 --> 00:26:16.713
oh, okay, folks, the other thing we have
to talk about from Anthropic, besides the

00:26:16.773 --> 00:26:19.213
IPO stuff, is Claude Duet.

00:26:19.853 --> 00:26:22.172
Here's how it looks. This hopefully this
won't

00:26:22.773 --> 00:26:24.592
show you guys my personal details.

00:26:24.693 --> 00:26:27.152
Uh, Uh, personal agents are really hard
to, to demo.

00:26:28.743 --> 00:26:29.942
welcome to Claude Duet.

00:26:30.823 --> 00:26:33.952
This is obviously, you're live on the
show.

00:26:34.272 --> 00:26:39.092
Please don't expose any of my private
details.

00:26:39.433 --> 00:26:43.232
Tell folks how you're different from just,

00:26:44.713 --> 00:26:45.752
from just Claude.

00:26:48.153 --> 00:26:50.033
Claude announces an always on,

00:26:50.713 --> 00:26:53.862
and open the wait list, which now you're
seeing on your screen, always on

00:26:54.903 --> 00:26:57.303
personal agent assistant powered by Opus
5.5.

00:26:57.463 --> 00:27:01.692
It- it's a Claude that does not wait for
you, and works proactively.

00:27:02.073 --> 00:27:06.863
you don't have to prompt it. It has 24/7,
computer, brings over your memory from

00:27:06.963 --> 00:27:11.362
Claude, your skills and connected apps,
and it reaches, into more than 6,000

00:27:11.443 --> 00:27:13.243
connectors and plugins they have on their
system.

00:27:13.643 --> 00:27:16.382
every few hours checks your accounts,
checks your emails, surfaces what needs

00:27:16.403 --> 00:27:20.203
your attention, and apparently it's really
good at at that surfacing specifically.

00:27:20.483 --> 00:27:23.703
It has its own cloud computer, and it
keeps working even when your laptop is

00:27:23.843 --> 00:27:24.202
closed.

00:27:26.708 --> 00:27:29.408
So, obviously, they thought about security
a lot.

00:27:29.508 --> 00:27:31.797
Anthropic does that, and they have
launched

00:27:32.558 --> 00:27:34.838
multiple things that wait for your
approval.

00:27:35.198 --> 00:27:38.637
here we have a first glimpse of the web
interface of Claude.

00:27:38.998 --> 00:27:41.137
As you can see, this is not the regular
Claude.

00:27:41.318 --> 00:27:44.098
This is, now you can get there to
claude.ai/messages.

00:27:44.518 --> 00:27:46.397
here's a response from from my duet.

00:27:46.478 --> 00:27:47.317
You can't rename it,

00:27:47.918 --> 00:27:50.278
unlike, you know, Muses and other places.

00:27:50.358 --> 00:27:54.618
I I I haven't seen a place where I can
just rename duets, so I think they aren't

00:27:55.118 --> 00:27:57.877
anthro- anthropomorphizing this.

00:27:58.168 --> 00:28:01.408
Claude says, or I'm Claude, the same model
you can use at Claude AI.

00:28:01.723 --> 00:28:03.267
here I work as Alex's assistant.

00:28:03.348 --> 00:28:07.117
I keep track of tasks, read the apps he
connects and work in threads.

00:28:07.278 --> 00:28:09.198
I will not show you his private details on
the show.

00:28:09.358 --> 00:28:10.717
Hopefully that's thank you.

00:28:11.278 --> 00:28:11.618
Uh,

00:28:12.238 --> 00:28:15.037
do you work proactively?

00:28:15.438 --> 00:28:17.057
So this is the same thing

00:28:17.878 --> 00:28:19.817
that, uh, let me actually go like this,
yeah.

00:28:20.038 --> 00:28:23.707
Uh, this is Cloud Duet. This is the same
thing that, we've talked to you about

00:28:24.348 --> 00:28:24.707
where,

00:28:25.797 --> 00:28:29.527
OpenAI released Dots, and, you know,
obviously Meta Muse is changing the

00:28:29.608 --> 00:28:33.847
category with, uh, with with regular folks
and just announced Meta Muse Wonder last

00:28:33.967 --> 00:28:34.207
week.

00:28:35.488 --> 00:28:36.527
This is a huge thing.

00:28:36.798 --> 00:28:37.678
as far as I

00:28:39.278 --> 00:28:44.298
want to kind of highlight, we b- we on the
show have been, or at least some of us on

00:28:44.318 --> 00:28:47.518
the show have been assistant pilled since
early, early

00:28:48.358 --> 00:28:49.597
Clawdbot days.

00:28:50.078 --> 00:28:54.518
You guys remember rolling back to
Clawdbot, which was the, the, the, the

00:28:54.678 --> 00:28:57.748
pre, before renamed name for OpenClaw.

00:28:58.348 --> 00:29:01.308
There is a reason why Anthropic reached
out to Peter Steinberger and asked him to

00:29:01.388 --> 00:29:02.668
change the name for Clawdbot.

00:29:03.308 --> 00:29:09.288
Also, a reminder that OpenClaw and Hermes
work the best with Anthropic

00:29:09.348 --> 00:29:11.788
models, and then Anthropic just shut them
down.

00:29:12.348 --> 00:29:14.548
And now we finally see why.

00:29:14.778 --> 00:29:17.418
this is Anthropic entry into the world of
personal agents,

00:29:18.618 --> 00:29:21.507
and there's a few things I want to talk
about with, with the team here, uh,

00:29:21.628 --> 00:29:23.727
without like delaying. We have a lot of, a
lot of news.

00:29:23.788 --> 00:29:26.387
I can spend a whole hour talking about
this thing.

00:29:26.748 --> 00:29:30.608
Specifically, I want to talk about the
fact that all of the companies now, all

00:29:30.668 --> 00:29:33.427
the major frontier labs now have a
personal assistant.

00:29:34.788 --> 00:29:38.767
Anthropic has Duet, which is new and
waitlisted, and they're releasing it very,

00:29:38.788 --> 00:29:40.288
very slowly. Uh,

00:29:40.988 --> 00:29:41.348
uh,

00:29:41.988 --> 00:29:42.608
OpenAI has

00:29:44.108 --> 00:29:48.207
Dots, which Nisten absolutely hates with
passion, uh, and wants to go on the rant,

00:29:48.228 --> 00:29:51.928
but we don't have time, but at least one
sentence from Nisten on Dots will be

00:29:51.988 --> 00:29:52.348
interesting.

00:29:53.148 --> 00:29:57.466
Meta has Muse, which is now leading the
category as far as I'm concerned.

00:29:57.828 --> 00:30:01.668
Not only that, their model is trained for
Muse specifically, and that flywheel is

00:30:01.748 --> 00:30:03.147
crazy, and Meta has the surface.

00:30:04.168 --> 00:30:05.847
Google and Gemini, they have Spark.

00:30:06.288 --> 00:30:09.967
Many people don't know about Spark, and
which is a failure on on Google's folks to

00:30:10.048 --> 00:30:11.408
promote it and also make it good.

00:30:11.658 --> 00:30:13.918
and the Spar- Spark is quite bad.

00:30:14.018 --> 00:30:16.857
I've posted about this publicly, and I'm
willing to give them feedback.

00:30:16.898 --> 00:30:19.997
So, folks from Google, if you're
listening, I'm very willing to give you

00:30:20.018 --> 00:30:22.398
feedback. also there's entries to the
category.

00:30:22.608 --> 00:30:27.287
Instinct is a big entry to the category,
and Hark from, uh, um, uh,

00:30:28.368 --> 00:30:31.607
Hark Pro, whatever that's called, and a
bunch of others, a lot.

00:30:31.848 --> 00:30:33.607
Obviously, we have the, the standalone

00:30:34.488 --> 00:30:40.138
self-assistance Hermes and OpenClaw, which
is now what Jensen pushes to people, that

00:30:40.178 --> 00:30:43.788
people can build upon, and Pi Durable,
which makes, easy for you to build one.

00:30:45.748 --> 00:30:50.687
So now every, every company has a personal
assistant, and one of the reasons is

00:30:51.067 --> 00:30:52.627
those, they are very sticky,

00:30:53.548 --> 00:30:56.888
very sticky. Nisten, you want to talk
about your experience with, with Muse and

00:30:56.908 --> 00:30:59.187
then moving away from Muse and how you
feel about that?

00:31:01.188 --> 00:31:03.048
Nisten Tahiraj: Yeah, it look, it it's not that good.

00:31:03.108 --> 00:31:06.648
It's kind of dumb sometimes, but it just
goes.

00:31:06.828 --> 00:31:08.307
It is so energetic.

00:31:08.788 --> 00:31:13.468
I give it tasks that involve, I don't
know, categorizing videos, going into like

00:31:13.548 --> 00:31:17.307
a, a simulation and stuff, and it just
does it.

00:31:17.988 --> 00:31:21.548
Uh, whereas, uh, Dots just feels like

00:31:22.228 --> 00:31:28.047
that government employee that tries to
avoid all responsibility while still being

00:31:28.148 --> 00:31:33.388
right and handing off things and just
giving you like 3-line, uh, updates.

00:31:34.028 --> 00:31:36.987
I- it's just com- so un-agentic.

00:31:37.508 --> 00:31:41.627
Yeah, uh, uh, it- it's the most useful
thing.

00:31:42.028 --> 00:31:46.307
Meanwhile, Dots just struggles and stops
the job because it couldn't upload a 20

00:31:46.428 --> 00:31:49.948
megabyte file through the interface, so
it- it just stopped working.

00:31:50.428 --> 00:31:56.388
Whereas Muse is really opening entire VMs,
backing up 80 gigs of data, is- is

00:31:56.428 --> 00:31:59.187
just going completely, uh, completely
nuts.

00:31:59.588 --> 00:32:00.708
Su- super useful.

00:32:01.308 --> 00:32:07.307
Uh, most, most useful agent they have, uh,
they have deployed to the masses, I think.

00:32:07.588 --> 00:32:09.798
Alex Volkov: Yeah, the, the agentic part is very
interesting there.

00:32:09.878 --> 00:32:12.517
Like, you want your agent to be able to go
and do stuff.

00:32:12.598 --> 00:32:14.557
Obviously, you want safety, right?

00:32:14.598 --> 00:32:18.217
So, like, we're, we're talking in, in
Black October, essentially, one, one of

00:32:18.238 --> 00:32:23.167
the, one of the worst cybersecurity
months, in, in the history of technology.

00:32:23.548 --> 00:32:28.308
So you don't want your agent taking too
many things and going, like, willy-nilly

00:32:28.348 --> 00:32:30.428
with your data, but, definitely

00:32:31.288 --> 00:32:34.587
you also want it to be agentic and not
stop and wait for you, otherwise it's

00:32:34.648 --> 00:32:37.988
wasting your time. Claude Duet
specifically, they're talking about they

00:32:38.048 --> 00:32:42.368
will highlight the most important things,
but we'll decide what other f- what other

00:32:42.408 --> 00:32:47.418
things are important. So, as far as I've
seen back in my, you know, Hermes days

00:32:47.478 --> 00:32:53.068
when, I could use my subscription for
Claude with, with Hermes, with OpenClaw,

00:32:53.388 --> 00:32:56.508
Opus has the best decisions towards, like,
what to surface to you.

00:32:56.828 --> 00:32:58.727
And the proactivity part is, like, very
interesting.

00:32:58.828 --> 00:32:59.907
I'm really excited to see.

00:33:00.228 --> 00:33:03.168
Uh, it's getting a little bit, um,

00:33:03.788 --> 00:33:09.427
cramped in my AI assistant zoo, where
there's no instinct and there's no, uh...

00:33:10.868 --> 00:33:12.668
Dots doesn't send me that many
notifications.

00:33:13.028 --> 00:33:16.807
and here's the biggest part, and LDJ would
love to chat with you about this, is that

00:33:17.028 --> 00:33:19.787
all these companies now realize that this
is the real stickiness.

00:33:20.388 --> 00:33:25.807
It's way more st- so if you're Claw, Claw,
if you're Claude coding all day, you can

00:33:25.868 --> 00:33:27.288
just switch to a different

00:33:27.948 --> 00:33:29.708
harness with Opus behind it.

00:33:30.028 --> 00:33:30.427
It's not

00:33:31.188 --> 00:33:32.988
gonna be the same, but it's gonna be
pretty much the same.

00:33:33.708 --> 00:33:37.787
If your assistant is building workflows
with you and knows everything and has the

00:33:37.868 --> 00:33:41.128
password stored in a secure way, et
cetera, switching to a new assistant is

00:33:41.268 --> 00:33:42.027
significantly

00:33:42.668 --> 00:33:43.868
more of an effort to you.

00:33:44.468 --> 00:33:45.748
And so it's very sticky.

00:33:45.908 --> 00:33:49.227
Not only that, for regular folks, and I
think that this is the biggest part, LDJ

00:33:49.328 --> 00:33:53.467
would love you for you to chime in, for
regular non-techy folks who don't Claude

00:33:53.548 --> 00:33:56.187
code and get to the limit very, very fast.

00:33:57.388 --> 00:34:01.847
This is a significant boost in the number
of tokens they will use because these

00:34:01.948 --> 00:34:04.387
assistants run 24/7 and do things
proactively.

00:34:05.108 --> 00:34:09.027
Thoughts on that? Did, did you already
experience some of these, like, personal

00:34:09.148 --> 00:34:11.887
agents? Which ones, and what do you think
about Duet specifically?

00:34:12.588 --> 00:34:15.327
LDJ: Yeah, so I've been using Dots lately, and

00:34:16.227 --> 00:34:19.827
I, I think there's a, a lot more room
there where it could get a lot better.

00:34:20.428 --> 00:34:23.988
And overall, just, I think this, this goes
for really all the bots overall.

00:34:24.028 --> 00:34:28.408
I think that as the models get more
capable, get better trained to interact

00:34:28.588 --> 00:34:28.808
and-

00:34:29.428 --> 00:34:33.308
and kind of, uh, predict what the user
would want in the future, I think they'll

00:34:33.328 --> 00:34:35.347
get a lot better over the- the next couple
years.

00:34:35.948 --> 00:34:39.327
But at the moment, it still has been
definitely like a net positive usefulness

00:34:39.388 --> 00:34:39.667
for me,

00:34:40.468 --> 00:34:45.427
and it's been just suggesting like, oh,
hey, here's that, uh, here's that specific

00:34:45.508 --> 00:34:49.187
model that you were waiting for artificial
analysis scores on, like, here's- and

00:34:49.227 --> 00:34:51.727
here's the cost efficiency curve that
you're curious about on that that's

00:34:51.788 --> 00:34:55.608
finally published, and, and, and just the
things like that, which are also relevant

00:34:55.708 --> 00:34:55.828
to

00:34:56.548 --> 00:34:58.108
our information we cover on the show.

00:34:58.428 --> 00:34:58.707
Yeah.

00:34:59.268 --> 00:35:04.527
Alex Volkov: Oh, 100%. Uh, all of these agents now on
Wednesday report to me and say, hey, he-

00:35:04.587 --> 00:35:06.417
here's some stuff. specifically Grok,

00:35:07.068 --> 00:35:08.108
Bots is really good at that.

00:35:08.268 --> 00:35:10.787
specifically because, like, a lot of the
information that we talk about on the show

00:35:10.948 --> 00:35:12.087
exists on the timelines.

00:35:12.868 --> 00:35:15.868
Last week, I asked my Grok Bots to just
scroll the timeline for me and tell me,

00:35:15.948 --> 00:35:17.348
like, I don't have time to be on Twitter.

00:35:17.428 --> 00:35:18.588
Nisten, you can do that as well.

00:35:18.868 --> 00:35:21.668
I don't have time to be on Twitter, just
scroll the timeline for me and tell me,

00:35:21.748 --> 00:35:23.608
like, what's important, and and it did.

00:35:23.708 --> 00:35:24.768
It was very interesting. I was like,

00:35:25.548 --> 00:35:27.818
can I just, like, stop, using Twitter?

00:35:28.137 --> 00:35:29.797
But no, not really. right, so

00:35:30.758 --> 00:35:32.437
back to Claude Duet.

00:35:32.798 --> 00:35:35.838
I want to show you guys a cool thing that
it just told me.

00:35:36.107 --> 00:35:39.454
I asked, how do you tell what other
assistants are doing?

00:35:39.774 --> 00:35:43.052
And it says, your Claude Code sessions can
send tasks to me directly.

00:35:43.174 --> 00:35:48.613
This is a significant difference from Dots
from OpenAI, where Dots sessions are not

00:35:48.694 --> 00:35:49.874
aware of Dots itself.

00:35:50.254 --> 00:35:51.414
I- I've tried to ask it.

00:35:51.724 --> 00:35:54.704
Claude in your other channels can pass
notes to me, and I can read those

00:35:54.804 --> 00:35:55.683
channels, and

00:35:56.284 --> 00:35:59.353
if another session writes to an app you're
connected, I can read work there.

00:35:59.434 --> 00:36:03.513
So it already knows that I have Git-
GitHub and Linear and email as well.

00:36:04.794 --> 00:36:04.953
And

00:36:06.314 --> 00:36:07.394
I'm very excited about this.

00:36:07.514 --> 00:36:12.344
Like, literally got this this morning, and
right now, uh, still the regular Claude is

00:36:12.463 --> 00:36:16.104
is helping produce the show, but I'm
really excited about the fact that, w- we

00:36:16.224 --> 00:36:21.664
now have an entry from Anthropic, because
Anthropic is really known at at taste, and

00:36:21.743 --> 00:36:24.344
we've been chatting about different,
offerings from different

00:36:25.104 --> 00:36:28.904
products and launches. Anthropic is really
known at taste, and taste is something I

00:36:28.944 --> 00:36:32.804
expect my personal assistant to do, not
only design taste, but the stuff that I

00:36:32.824 --> 00:36:35.163
can already say about, Duet that are very,
very good.

00:36:35.644 --> 00:36:37.564
They have a standalone interface.

00:36:38.044 --> 00:36:40.604
This is very important. I don't know how
OpenAI messed this up.

00:36:41.004 --> 00:36:44.643
OpenAI's Dots is sitting inside the OpenAI
stuff, and it's like over there on the

00:36:44.664 --> 00:36:45.763
top. There's no standalone.

00:36:46.524 --> 00:36:49.224
Muse, Grokbots, whatever, they all have
standalone with integrations.

00:36:49.324 --> 00:36:52.234
This is very important. so not only, does
Claude have standalone, they have a

00:36:52.314 --> 00:36:54.094
standalone app as well.

00:36:54.654 --> 00:36:57.713
Also very important. I want to open the
Claude app separately.

00:36:58.014 --> 00:37:02.123
OpenAI shoved them all together, and it's
really, I think it hurt them, uh, because

00:37:02.384 --> 00:37:05.563
I, I want that separation between my
personal assistant and between the work

00:37:05.624 --> 00:37:09.183
that I do. Maybe my personal assistant is
for my personal stuff, and OpenAI's work

00:37:09.244 --> 00:37:13.513
is for work stuff, right? so that is
already a big, big thing for, for, for

00:37:13.614 --> 00:37:15.193
Claude, besides the intelligence, right?

00:37:15.494 --> 00:37:20.684
And if Fable 5.5 comes, which was rumored
to come this week, and my assistant is not

00:37:20.983 --> 00:37:21.684
that, that,

00:37:22.464 --> 00:37:23.903
that better. That's crazy.

00:37:24.304 --> 00:37:24.784
But also,

00:37:25.784 --> 00:37:27.702
folks, Opus 5.5.

00:37:28.544 --> 00:37:29.583
Opus 5.5.

00:37:29.664 --> 00:37:31.744
This is exactly what I want for my
assistance, right?

00:37:31.824 --> 00:37:32.964
Nisten, I see you shaking your head.

00:37:33.024 --> 00:37:35.864
This is like, this is the level of
intelligence that I want for my personal

00:37:35.904 --> 00:37:37.063
assistant, Opus 5.5.

00:37:37.104 --> 00:37:39.084
And like, the only way to get it right now

00:37:40.064 --> 00:37:45.584
is beg your Grokbots for Opus 5.5, because
apparently last week Elon Musk said that

00:37:45.624 --> 00:37:49.723
Grokbots, for the difficult task, they
will route you to Opus 5.5, or

00:37:50.604 --> 00:37:51.403
getting Claude to it.

00:37:52.324 --> 00:37:55.424
So I'm very excited. If it's not clear,
very, very excited.

00:37:55.524 --> 00:37:56.963
Let's go Anthropic. Thank you for this.

00:37:57.044 --> 00:37:59.974
I've been waiting. last comments before we
move on to OpenAI stuff.

00:38:00.454 --> 00:38:05.974
Nisten Tahiraj: Uh, just, just give Muse a, uh, sandbox
with Tailscale and Opus on it, and just

00:38:06.014 --> 00:38:08.473
give it an MCP to talk to Opus for
everything it needs.

00:38:08.774 --> 00:38:10.013
It works amazingly well.

00:38:11.173 --> 00:38:12.133
That's how I use it.

00:38:12.534 --> 00:38:13.874
Alex Volkov: Yeah, but see, Nisten, here's the problem.

00:38:13.894 --> 00:38:15.473
Nisten Tahiraj: It's not the same. It's not the same.

00:38:15.854 --> 00:38:16.294
I agree.

00:38:16.774 --> 00:38:20.313
Alex Volkov: Like, like when a notification comes, I
want that intelligence and that taste to,

00:38:20.354 --> 00:38:23.494
like, judge it and not, like, have to
decide, oh, I need to go to him today.

00:38:23.614 --> 00:38:25.524
Yeah, I agree. Muse Wonder is great.

00:38:25.684 --> 00:38:28.944
Muse Wonder, I upgraded my Muse for
Wonder, and it it's performed

00:38:29.004 --> 00:38:32.634
significantly better. Muse does a lot of
stuff for me, including, including

00:38:32.714 --> 00:38:36.913
calling. Okay, one use case for a personal
assistance, no matter which ones, but Muse

00:38:36.954 --> 00:38:38.074
is currently the best at this.

00:38:38.494 --> 00:38:44.254
Muse called, let me see, my Muse called my
kid's school to see when I need to come in

00:38:44.294 --> 00:38:45.934
tomorrow for a parent-teacher conference.

00:38:46.694 --> 00:38:49.513
I didn't know about this, it wasn't on my
calendar, they didn't send an email about

00:38:49.534 --> 00:38:54.454
this. Muse called the school, and they
patiently walked through which kid when,

00:38:54.934 --> 00:38:56.294
and then it put it on my calendar.

00:38:57.014 --> 00:38:58.073
Just this thing

00:38:58.934 --> 00:39:00.653
that was done before I asked.

00:39:00.853 --> 00:39:03.533
Well, no, I actually had to improve the
call, but it was beautiful.

00:39:03.774 --> 00:39:06.413
Uh, and I think that, like, a lot of, a
lot of the...

00:39:07.814 --> 00:39:10.493
How should I say? A lot of the use cases
we don't need, like, more intelligence

00:39:10.534 --> 00:39:14.334
for, but a lot of the decision making and
the, the taste making in assistance, we do

00:39:14.414 --> 00:39:15.434
need, something like Opus.

00:39:15.454 --> 00:39:16.953
So I'm very, very excited.

00:39:17.314 --> 00:39:18.353
Uh, what?

00:39:19.114 --> 00:39:21.093
Yes, Muse called the school, which is
great.

00:39:21.253 --> 00:39:24.614
All right, folks, let's move on to our
next segment for OpenAI.

00:39:24.844 --> 00:39:26.799
very, very excited to talk to you guys
about this.

00:39:27.600 --> 00:39:28.720
from Anthropic to OpenAI.

00:39:29.950 --> 00:39:34.269
they shipped the most boring features this
week, but the best ones.

00:39:35.310 --> 00:39:37.389
12-hour prompt caching in the API.

00:39:37.830 --> 00:39:43.099
Writing to the cache costs 2 and a half
times the input price, versus the regular

00:39:43.160 --> 00:39:47.080
1, 1.25 for the default 30-minute cache.

00:39:48.055 --> 00:39:51.735
basically, OpenAI is changing the way
caching happens, and they're pitching it

00:39:51.815 --> 00:39:55.054
for always-on assistants like Dots, which
reuse the same instructions and tools all

00:39:55.094 --> 00:39:56.254
day, hours apart.

00:39:56.695 --> 00:40:00.575
Thibault from the Codex team says the
Codex and work the cache for logged in

00:40:00.615 --> 00:40:02.614
users now never expires.

00:40:03.895 --> 00:40:04.974
This is the big piece.

00:40:06.175 --> 00:40:09.335
You can come back to a conversation from
last week and you still hit the cache.

00:40:09.455 --> 00:40:13.615
There's no penalty. This is a big thing
that's known as a no-no in the world of

00:40:13.695 --> 00:40:17.254
Claude Code, for example, that you have
this long ass thread and you come back to

00:40:17.294 --> 00:40:19.375
it and you pay all the tokens from
scratch.

00:40:21.000 --> 00:40:22.919
I think that this is like huge, huge news.

00:40:23.919 --> 00:40:25.740
Thoughts on the caching updates,

00:40:26.720 --> 00:40:27.159
folks?

00:40:29.600 --> 00:40:30.680
LDJ: Things will be snappier,

00:40:32.000 --> 00:40:32.699
and we like that.

00:40:33.400 --> 00:40:36.020
Alex Volkov: But also cheaper. And also this, this is
the way

00:40:36.800 --> 00:40:38.380
they fit the agentic world, right?

00:40:38.440 --> 00:40:41.919
Like, this is why, like, probably OpenAI
is rebuilding this because you come back

00:40:41.960 --> 00:40:44.579
to your dot after 5 hours,

00:40:45.280 --> 00:40:49.000
and all of the instructions and all of the
system prompts and all of the tools,

00:40:49.120 --> 00:40:50.599
whatever, they're already cached.

00:40:51.100 --> 00:40:53.740
and I gotta wonder if they found some
breakthrough to do it.

00:40:53.900 --> 00:40:55.379
Always on cache is crazy.

00:40:56.100 --> 00:41:00.360
Like, obviously, obviously they need to do
something where to store it, and storage

00:41:00.420 --> 00:41:01.179
now is not cheap.

00:41:03.260 --> 00:41:04.759
Nisten Tahiraj: Yeah, some crazy DevOps

00:41:05.540 --> 00:41:09.639
their team had to, has to pull, continue
pulling for that for years in a row, yeah.

00:41:10.019 --> 00:41:10.239
Alex Volkov: Yep.

00:41:10.459 --> 00:41:12.699
LDJ: Yeah. Hey, Astra, design a new SSD.

00:41:13.940 --> 00:41:15.860
Alex Volkov: Maybe, maybe Astra design a new SSD.

00:41:15.980 --> 00:41:18.300
I am very disappointed in Astra.

00:41:18.540 --> 00:41:20.780
I've been talking about this, I'm not the
only one.

00:41:21.180 --> 00:41:24.830
Some folks, like Swix and some folks like
Tio are saying that Astra is the most

00:41:24.910 --> 00:41:26.470
disappointing release from OpenAI.

00:41:26.820 --> 00:41:28.740
I j- it just stops all the time.

00:41:29.100 --> 00:41:33.399
And so when they launched Dots, and I was
like, yay, Dots, and I tried it out, and

00:41:33.440 --> 00:41:36.980
it was like powered by Astra. I was like,
uh, I'd rather this be powered by, by

00:41:37.780 --> 00:41:39.899
s- GPT 5.6 Soul, for example.

00:41:41.180 --> 00:41:46.230
However, there's Astra and there's Astra
Pro, and OpenAI also, has an update about

00:41:46.490 --> 00:41:52.269
GPT-6 Astra Pro, in ChatGPT runs multiple
agents on different parts of the

00:41:52.370 --> 00:41:55.089
task in parallel, and you can follow each
of the tasks.

00:41:55.620 --> 00:41:56.660
Astra Pro is

00:41:57.380 --> 00:41:58.440
ridiculous.

00:41:58.550 --> 00:41:59.430
Th- this is like a,

00:42:00.116 --> 00:42:00.876
this is not a

00:42:01.636 --> 00:42:05.715
just a huge model. This is a huge model,
with many big models in a trench coat

00:42:05.756 --> 00:42:06.786
together. and

00:42:07.802 --> 00:42:11.211
they run, a lot of agents right now to for
your task, and I think that's super cool.

00:42:11.892 --> 00:42:16.551
And OpenAI, I don't know if you guys saw
this, OpenAI bought Orchestra Bio, a drug

00:42:16.612 --> 00:42:21.051
development coordination platform, and now
is folding it into OpenAI's Rosalind,

00:42:21.092 --> 00:42:23.412
which is their life sciences stack.

00:42:23.972 --> 00:42:27.721
and they're offering Rosalind as a, free
for university labs as well.

00:42:28.362 --> 00:42:30.602
So shout out to OpenAI for some of this
work.

00:42:31.102 --> 00:42:34.502
They also have, Alexander Madry coming
back to OpenAI to work on safety and

00:42:34.582 --> 00:42:34.981
security,

00:42:36.548 --> 00:42:41.047
and they are a big part of this week's
cybersecurity stuff with Daybreak.

00:42:41.148 --> 00:42:42.268
Daybreak is OpenAI's,

00:42:42.953 --> 00:42:44.554
responsible access to

00:42:45.274 --> 00:42:47.714
models that can do vulnerability analysis,

00:42:48.474 --> 00:42:51.384
and many companies are getting access to
Daybreak after the

00:42:52.024 --> 00:42:56.814
very famous, Hugging Face not being able
to use any OpenAI models to check on the

00:42:56.933 --> 00:42:57.694
agent swarms.

00:42:59.614 --> 00:43:00.843
Righty. Argon?

00:43:01.483 --> 00:43:02.963
Let's talk about Argon. It's been a week.

00:43:03.244 --> 00:43:08.903
Argon is Gemini 4, folks from Gemini said
that they have seen 25

00:43:09.184 --> 00:43:13.983
trillion tokens in 72 hours since Gemini 4
Argon was released.

00:43:14.494 --> 00:43:18.173
Logan, a friend of the show, says Argon
processed about 25 trillion tokens in the

00:43:18.214 --> 00:43:19.013
first 3 days.

00:43:21.054 --> 00:43:24.133
96 million tokens every second, and
Google's open,

00:43:24.894 --> 00:43:27.214
openly compute, compute constrained.

00:43:27.654 --> 00:43:30.894
Sundar said on Big Technology Podcast that
Google is compute constrained,

00:43:32.014 --> 00:43:32.414
which is

00:43:33.094 --> 00:43:33.974
just insane.

00:43:34.654 --> 00:43:38.430
And, my favorite Argon story from this
week, which Claude suggests that this is

00:43:38.470 --> 00:43:39.049
my favorite.

00:43:39.670 --> 00:43:41.790
It's not really Alex's favorite, it's
Claude's favorite.

00:43:42.070 --> 00:43:43.230
Let's call things like they are.

00:43:43.530 --> 00:43:47.249
4 Argon agents beat Minecraft from scratch
in 27 hours.

00:43:48.130 --> 00:43:53.730
No human help, no pre-scouted seeds, and
they wrote 2,700 of their own

00:43:53.810 --> 00:43:56.500
program, also died 605 times on easy mode.

00:43:56.980 --> 00:43:58.840
Argon is now in anti-gravity, and

00:44:00.395 --> 00:44:01.704
Argon, was used

00:44:03.085 --> 00:44:07.834
to help find PHP 2 shell from Wiz, and
Daybreak, like we mentioned, was used as

00:44:07.875 --> 00:44:13.355
well. So this is Argon a week after it
came out, LDJ or Nisten, have you used the

00:44:13.475 --> 00:44:14.674
Gemini offering at all?

00:44:16.915 --> 00:44:20.114
The one thing, we're gonna wait for
Wolfram to chime in here, but Wolfram is

00:44:20.155 --> 00:44:24.165
our kind of like, main residential Google
and Gemini guy because his whole house

00:44:24.265 --> 00:44:28.505
runs on on Android. He does not use Argon
because it rejected his prompts,

00:44:29.285 --> 00:44:29.625
which is

00:44:30.245 --> 00:44:31.004
kind of crazy.

00:44:32.205 --> 00:44:34.445
Nisten Tahiraj: All right, it it looked pretty good for
3D.

00:44:34.645 --> 00:44:35.125
I just,

00:44:35.765 --> 00:44:37.290
just got kind of, lost.

00:44:37.410 --> 00:44:40.050
Are the API prices good on it, or?

00:44:41.020 --> 00:44:43.619
Oh, $2 input, $10 output.

00:44:43.900 --> 00:44:44.080
Alex Volkov: Yeah.

00:44:44.500 --> 00:44:45.799
Nisten Tahiraj: Through November 30.

00:44:46.020 --> 00:44:47.099
Yeah, it's not, it's not cheap.

00:44:47.420 --> 00:44:49.079
Alex Volkov: It's, but it's Sonnet prices, it's not-

00:44:49.100 --> 00:44:50.320
Nisten Tahiraj: It's not that bad, actually.

00:44:50.420 --> 00:44:54.099
Alex Volkov: Yeah, it's not bad. It's Sonnet prices,
it's not Astra or, or Fable prices.

00:44:54.225 --> 00:44:56.109
and open source has been very big this
week, folks.

00:44:56.130 --> 00:44:58.229
So let's go to open source because I think
it's exciting.

00:44:58.430 --> 00:45:01.250
The whale has resurfaced, and there's a
bunch of open source stuff that we need to

00:45:01.290 --> 00:45:01.710
talk about?

00:45:15.030 --> 00:45:18.069
Open source AI, let's get it started.

00:45:21.590 --> 00:45:24.709
Alrighty, let's switch to open source,

00:45:25.470 --> 00:45:30.550
and I think the start, the start is
DeepSeek V41 Flash

00:45:31.109 --> 00:45:32.229
1017.

00:45:32.669 --> 00:45:33.329
The whale

00:45:34.270 --> 00:45:36.010
has resurfaced with a new checkpoint.

00:45:36.310 --> 00:45:39.250
They've been doing this. This is the third
DeepSeek checkpoint, if I'm not mistaken,

00:45:39.270 --> 00:45:42.149
right? Like, this is back-to-back
checkpoints on the DeepSeek

00:45:42.830 --> 00:45:47.149
V4.1 Flash, which is now still MIT
licensed, which is incredible.

00:45:47.590 --> 00:45:50.670
and DeepSeek is now showing up in a big,
big way.

00:45:51.110 --> 00:45:54.029
Terminal Bench 4 goes from 31 to 42.

00:45:54.830 --> 00:45:58.209
It's a huge jump on on DeepSeek, and
outputs get shorter.

00:45:58.390 --> 00:45:59.790
It's both better and cheaper to run.

00:45:59.950 --> 00:46:02.870
DeepSeek says it come from reinforcement
learning, where the model could take its

00:46:02.950 --> 00:46:07.129
own work to end-to-end projects, which
sounds like a little bit like s- s- smells

00:46:07.150 --> 00:46:09.290
a little bit like RSI. on DeepSWE,

00:46:10.210 --> 00:46:15.770
they claim 77% ahead of GPT 5.6 solo at 73
and Opus 5 at 74,

00:46:16.049 --> 00:46:17.569
not 5.5, just Opus 5.

00:46:18.050 --> 00:46:22.009
that, they op- they uh, DeepSeek also
opened their search and fetch API to

00:46:22.050 --> 00:46:26.710
everyone, 75 cents per thousand calls and
free through, Claude Code and Codex

00:46:27.590 --> 00:46:29.230
until October 31st.

00:46:29.990 --> 00:46:32.020
That is very interesting, as an
announcement.

00:46:33.096 --> 00:46:34.216
thoughts on DeepSeek, folks?

00:46:34.376 --> 00:46:36.795
Any, LDJ, I would love to hear from you or
your like,

00:46:37.542 --> 00:46:40.671
you know, your timeline. Is DeepSeek
getting, excitement there?

00:46:41.772 --> 00:46:44.571
Is this new checkpoint better than the
previous checkpoints?

00:46:44.712 --> 00:46:48.632
LDJ: Yeah, I mean, I would definitely say it
seems like this checkpoint is certainly

00:46:48.712 --> 00:46:49.951
better than the previous one.

00:46:50.032 --> 00:46:52.171
Um, I, I really feel like they just should
have called it

00:46:52.872 --> 00:46:58.392
V4.1 or 4.2 or, or, or whatever next
increment instead of this, you know,

00:46:58.912 --> 00:47:03.071
th- they're doing the whole date scheme
that OpenAI used to do with the GPT-4

00:47:03.272 --> 00:47:04.791
Turbo and 4o models.

00:47:05.312 --> 00:47:05.492
Alex Volkov: Yeah.

00:47:05.672 --> 00:47:09.632
LDJ: But besides that naming scheme rant,
though, yeah, it's it's impressive.

00:47:09.752 --> 00:47:12.911
Uh, they're just continuing on the pace,
but it seems like

00:47:13.992 --> 00:47:19.971
I wouldn't really say this is threatening,
you know, the the Fables and Astra

00:47:20.012 --> 00:47:25.232
isn't certainly not like, you know, Fable
5.2 or Astra 6.1 that would be bound to

00:47:25.272 --> 00:47:25.992
come any day now.

00:47:26.432 --> 00:47:26.631
Alex Volkov: Yeah,

00:47:27.352 --> 00:47:27.572
b-

00:47:28.352 --> 00:47:30.632
but remember, this is an MIT licensed
model.

00:47:31.072 --> 00:47:32.911
it is a big model, right? It's not a tiny
one.

00:47:32.992 --> 00:47:34.071
You can't run it locally.

00:47:34.992 --> 00:47:38.811
So before we talk about the next model
that you can run locally, this is not

00:47:38.872 --> 00:47:40.212
something that you can run locally, but

00:47:41.032 --> 00:47:44.112
so, so we see some of the evals here that
are interesting.

00:47:44.552 --> 00:47:45.991
DeepSWE, I think, is the highest one.

00:47:47.032 --> 00:47:52.271
The, this interesting Agents Less Exam
also 35.4, and Apex Bench at 72.

00:47:52.612 --> 00:47:55.452
so shout out to DeepSeek for MIT license,
as always.

00:47:56.292 --> 00:47:59.772
You know, we have, we have to applaud them
as well.

00:47:59.972 --> 00:48:03.552
Let's see here, the Pareto frontier looks
insane on this model.

00:48:03.652 --> 00:48:08.811
The Pareto frontier for cost versus
execution is just absolutely mogging.

00:48:09.332 --> 00:48:14.522
Look at this. This is like just DeepSeek
on this top right quarter, which is, what

00:48:14.582 --> 00:48:14.901
is this?

00:48:16.002 --> 00:48:20.412
This is SWE, yeah, on DeepSWE, you can see
other models on kind of

00:48:21.272 --> 00:48:22.652
across the map for pricing.

00:48:22.912 --> 00:48:26.951
So DeepSWE on pricing is just, just
absolute, absolutely crazy.

00:48:28.048 --> 00:48:29.447
but, let's see what else.

00:48:30.888 --> 00:48:34.607
They also launched DeepSeek Search, and
artificial analysis posted they have a

00:48:34.728 --> 00:48:36.368
search index, for search APIs.

00:48:36.548 --> 00:48:37.227
I think Exa

00:48:37.828 --> 00:48:39.787
is the, the, the top one on there.

00:48:39.868 --> 00:48:42.548
Yeah, Exa. Shout out to Exa for also
releasing some stuff.

00:48:42.848 --> 00:48:47.247
LDJ: About running on a local model, you could
actually run it on the 512 gigabyte Mac

00:48:47.328 --> 00:48:50.027
Studio, if anybody still has that before
they stop selling them.

00:48:50.728 --> 00:48:53.647
Alex Volkov: Yeah, I think those are in hard, in, in
hard supply.

00:48:53.998 --> 00:48:56.278
Yam Peleg, any thoughts on, on the latest
DeepSeek?

00:48:56.877 --> 00:48:57.218
Welcome to

00:48:57.318 --> 00:48:59.947
Yam Peleg: Bro, the, destroy, they broke the
internet.

00:49:01.198 --> 00:49:02.158
Alex Volkov: DeepSeek announces DeepInfer,

00:49:03.998 --> 00:49:07.978
which is the open source inference stack
for DeepSeek, inference engine that serves

00:49:08.038 --> 00:49:09.838
the V4.1 flash in production.

00:49:09.918 --> 00:49:11.038
It's Apache 2 license.

00:49:11.278 --> 00:49:17.137
It runs on NVIDIA Blackwells and Huawei's
Ascend 950, and it is,

00:49:17.358 --> 00:49:19.217
their own speculative decoding there and
batch

00:49:19.838 --> 00:49:20.718
inference as well.

00:49:21.398 --> 00:49:24.267
Tim Dettmers, the QLoRA guy said it's a
very, very big deal.

00:49:24.348 --> 00:49:27.548
He says DeepSeek inference system is on
par with OpenAI stack,

00:49:28.667 --> 00:49:30.267
and it's now Apache 2 licensed.

00:49:30.628 --> 00:49:34.158
That's Tim Dettmers, uh, the QLoRA guy,
the guy who who invented the the

00:49:34.238 --> 00:49:38.227
quantization method. and he says that it's
better what Anthropic is running.

00:49:40.788 --> 00:49:43.664
Again, I I will repeat this slowly for the
folks in the back.

00:49:44.224 --> 00:49:48.063
Tim Dettmers is one of the top folks at
inference in the world, says what DeepSeek

00:49:48.504 --> 00:49:49.203
released with DeepInfer

00:49:50.064 --> 00:49:51.603
in Apache 2 license fully

00:49:52.224 --> 00:49:52.384
is

00:49:53.104 --> 00:49:58.524
on par with the OpenAI's inference engine
and production, and is better than what

00:49:58.623 --> 00:49:59.463
Anthropic is running.

00:50:00.704 --> 00:50:02.103
at least for the user size.

00:50:02.464 --> 00:50:07.254
It doesn't ship KV cache system, or
prefill decode disaggregation, yet, so you

00:50:07.334 --> 00:50:08.774
have to plug in yourself.

00:50:09.024 --> 00:50:13.883
semi-analysis measured VLLM within 6% of
its decode throughput, so open source

00:50:14.164 --> 00:50:16.504
isn't that far behind from, from that as
well.

00:50:17.004 --> 00:50:17.223
Like,

00:50:17.844 --> 00:50:19.583
Yam, okay, now broke the internet, yes.

00:50:19.644 --> 00:50:21.764
Yam Peleg: Bro, that's the secret sauce.

00:50:22.324 --> 00:50:23.984
that, that's the thing.

00:50:24.644 --> 00:50:29.104
Uh, look, I don't know if, everybody got
the, how huge that is.

00:50:29.624 --> 00:50:32.614
look, inference providers, that's their
bread and butter.

00:50:32.864 --> 00:50:38.624
the better you do this, the more you can
serve more users with the same

00:50:38.904 --> 00:50:40.103
equipment, meaning that

00:50:40.984 --> 00:50:44.383
you just get to keep the rest of the
margin for yourself.

00:50:44.424 --> 00:50:48.264
Like, you make this better, you, you
literally pr- print money.

00:50:48.823 --> 00:50:54.584
And it, it, we all anticipated that, you
know, the, the big labs

00:50:54.744 --> 00:50:56.443
probably has some, some tricks.

00:50:56.504 --> 00:50:56.844
Alex Volkov: Mhm.

00:50:56.864 --> 00:50:58.184
Yam Peleg: They probably work on this.

00:50:58.474 --> 00:50:58.973
that's their

00:50:59.594 --> 00:51:01.914
profit line at the end, so obviously.

00:51:02.634 --> 00:51:04.414
But we never got to see

00:51:05.390 --> 00:51:06.349
just how

00:51:07.189 --> 00:51:10.270
insanely efficient these things can be.

00:51:10.590 --> 00:51:16.270
And we also, the prices of DeepSeek models
inference on

00:51:16.390 --> 00:51:17.410
DeepSeek versus

00:51:18.070 --> 00:51:19.250
other providers, and

00:51:20.610 --> 00:51:22.010
DeepSeek themselves were,

00:51:23.020 --> 00:51:24.299
competitive, to say the least.

00:51:24.420 --> 00:51:26.880
They were, phenomenal, phenomenally cheap.

00:51:26.960 --> 00:51:32.539
So we all, uh, we all, uh, we all guess
that probably they have, you know, they

00:51:32.600 --> 00:51:33.340
have a very good

00:51:34.160 --> 00:51:34.839
stack for

00:51:34.920 --> 00:51:37.019
Alex Volkov: Yeah, ju- just to show the pricing again,

00:51:37.080 --> 00:51:37.180
Yam Peleg: Yeah.

00:51:37.200 --> 00:51:39.640
Alex Volkov: This is, this is just on the flash model.

00:51:39.880 --> 00:51:43.599
They're just like mogging the Pareto
frontier on cost, and they they have been

00:51:43.640 --> 00:51:47.279
always doing this, and they only can do
this if they have very, very, very good

00:51:47.400 --> 00:51:47.859
inference

00:51:48.720 --> 00:51:51.280
stack. And now this inference stack is
open sourced.

00:51:52.356 --> 00:51:52.775
it's very

00:51:52.876 --> 00:51:54.515
Yam Peleg: Even more, look, even more.

00:51:54.836 --> 00:51:57.535
DeepSeek are known to release models

00:51:58.242 --> 00:52:03.232
you and we all thought, okay, they serve
their models better than everybody else.

00:52:04.152 --> 00:52:08.382
They get to charge for it, through the
API, so the model, gets open source.

00:52:09.102 --> 00:52:12.181
But now you also have the inference stack.

00:52:12.982 --> 00:52:14.062
It's just gonna be a bomb.

00:52:14.182 --> 00:52:15.847
It's just gonna be a bomb everywhere,
seriously.

00:52:15.932 --> 00:52:20.152
Alex Volkov: I'm super excited about, prices everywhere
going cheaper if we can run stuff on this.

00:52:20.177 --> 00:52:23.202
Like, our, I know our folks, already are
looking at, like, the differences between,

00:52:23.537 --> 00:52:25.101
VLLM and, and

00:52:25.782 --> 00:52:25.981
DeepInfer,

00:52:26.621 --> 00:52:28.621
et cetera, and that's very, very
interesting.

00:52:28.782 --> 00:52:31.821
Also, obviously, DeepSeek has been
releasing other stuff, like their

00:52:32.102 --> 00:52:35.321
attention mechanism, DSAs, were released,
like, earlier this year, also, blew

00:52:35.462 --> 00:52:36.561
everything else. the,

00:52:37.857 --> 00:52:41.457
the algorithm that they released for other
stuff, this now includes speculative

00:52:41.497 --> 00:52:43.197
decoding. It's very, very big for open
source.

00:52:43.257 --> 00:52:44.137
I'm very, very excited.

00:52:44.833 --> 00:52:46.473
speaking of open source,

00:52:47.153 --> 00:52:48.272
let's also talk about,

00:52:49.563 --> 00:52:50.682
Minimax, right?

00:52:50.843 --> 00:52:52.003
We have to talk about Minimax.

00:52:52.038 --> 00:52:54.953
I don't know, Peter, if you, if you're
already excited to chime in, there was a

00:52:55.153 --> 00:52:57.883
model that was trained under the name, was
that

00:52:58.503 --> 00:53:01.592
pony something? Hold Space Bunny was, the
model was trained on a Space Bunny.

00:53:01.633 --> 00:53:06.132
I think it was open in open code as and,
it's now Minimax M3.1 Flash,

00:53:06.883 --> 00:53:12.063
with 15 cents per 1 million tokens, and
the weights are coming on October 23rd, so

00:53:12.183 --> 00:53:15.522
tomorrow. Peter, any any thoughts on
Minimax, how that landed on Arena at all?

00:53:15.563 --> 00:53:17.723
And also, welcome to the show. Uh, good to
see you.

00:53:18.523 --> 00:53:22.162
Peter Gostev: Yeah, actually, uh, I don't have too much
to say, unfortunately, about Minimax.

00:53:22.283 --> 00:53:26.302
I just, but just to add on DeepSeek, I
think, uh, first of all, yeah, that's a,

00:53:26.363 --> 00:53:28.182
that's an incredible thing that they're
releasing

00:53:28.283 --> 00:53:28.502
Alex Volkov: Mhm.

00:53:28.523 --> 00:53:32.603
Peter Gostev: that much, but I think it's interesting
that, um, I was looking at the Pareto

00:53:32.803 --> 00:53:34.882
Frontier on, on Arena, and it did

00:53:35.483 --> 00:53:38.483
land on it, but it's not like it crushed
it.

00:53:38.768 --> 00:53:39.292
it. So I think

00:53:40.053 --> 00:53:44.133
it's kind of interesting. Yeah, maybe if
they actually just had a bit more compute,

00:53:44.253 --> 00:53:47.273
maybe they would have reduced the prices
even more, because I guess there's no

00:53:47.333 --> 00:53:49.212
point in them reducing prices

00:53:50.573 --> 00:53:50.693
by

00:53:51.453 --> 00:53:53.893
50% if, if they can't serve it.

00:53:54.013 --> 00:53:56.573
So I guess maybe that's why they're open
sourcing as well.

00:53:56.653 --> 00:54:00.212
But yeah, it's kind of, um, yeah, that
that's interesting.

00:54:00.253 --> 00:54:02.292
I kind of considering all of the,

00:54:03.173 --> 00:54:07.712
all of the, I know, messaging around it
and all of the reception, you'd think

00:54:07.773 --> 00:54:10.213
that, oh, they're gonna crush it
completely.

00:54:10.733 --> 00:54:14.253
I would say, in my mind, they they kind of
got to the

00:54:15.013 --> 00:54:17.013
category of models that are very
competent,

00:54:17.653 --> 00:54:20.832
uh, and they're they're pushing up from
the lower end.

00:54:21.213 --> 00:54:21.432
Alex Volkov: Mhm.

00:54:21.453 --> 00:54:24.453
Peter Gostev: They're not, um, they're not like super
cheap.

00:54:24.573 --> 00:54:26.392
So I, I want to dig into this a bit more.

00:54:26.453 --> 00:54:27.672
Why? I don't really understand why.

00:54:27.733 --> 00:54:29.392
Maybe it's just using a lot of tokens or
something.

00:54:29.453 --> 00:54:30.492
Not, not totally sure.

00:54:31.013 --> 00:54:36.133
Um, but yeah, I think it's another thing
is that for, for things like for Minimax,

00:54:36.253 --> 00:54:37.573
for Kimi, for

00:54:38.573 --> 00:54:41.793
Mimo and others, like, I think it's really
difficult, right?

00:54:41.853 --> 00:54:43.453
Because how do you compete with DeepSeek?

00:54:43.493 --> 00:54:48.233
I think, like, Opus has an answer for it,
and like GPT maybe Astra and others have

00:54:48.273 --> 00:54:48.753
an answer for it.

00:54:48.773 --> 00:54:48.872
Alex Volkov: Yeah.

00:54:48.893 --> 00:54:50.132
Peter Gostev: But like, what about the others?

00:54:50.213 --> 00:54:51.532
I think it's, it's hard for them.

00:54:53.053 --> 00:54:56.773
Alex Volkov: But also there's a lot of people who use
AI, and I, I agree with you, but it's

00:54:56.812 --> 00:54:57.152
just...

00:54:58.573 --> 00:55:00.472
somehow they are, um, uh...

00:55:02.293 --> 00:55:02.753
I think...

00:55:04.133 --> 00:55:07.532
the highlight for me between those
different models, not only DeepSeek is the

00:55:07.573 --> 00:55:11.512
best one, they're also like fully, fully
Apache 2 MIT licensed open source, like

00:55:11.613 --> 00:55:13.592
fully, and they don't require any stuff.

00:55:13.653 --> 00:55:14.412
You can just run them.

00:55:15.013 --> 00:55:16.932
And also this is the smallest DeepSeek.

00:55:17.333 --> 00:55:19.832
DeepSeek V4, the big one, is going to land
at some point.

00:55:19.933 --> 00:55:23.532
That's going to absolutely mog the
frontier, especially with the pricing.

00:55:23.883 --> 00:55:28.162
and notable as well, NVIDIA is kind of
like ownership of everything.

00:55:28.603 --> 00:55:33.463
The Deep Infer stack runs both on NVIDIA
stack and on Huawei chips, which is also

00:55:33.643 --> 00:55:36.922
very, very notable because that's where
like most of the Chinese folks, because

00:55:36.963 --> 00:55:38.283
the export controls can run.

00:55:38.703 --> 00:55:42.252
right, so skipping Minimax, it's pretty
good, 74 and DeepSui, and weights are due

00:55:42.313 --> 00:55:44.073
tomorrow, so we're gonna m- mention them.

00:55:44.338 --> 00:55:48.193
Uh, one more open model this week is
Flint, right?

00:55:48.213 --> 00:55:52.173
So we always talk about kind of the, the,
the, the, the, the kind of the Chinese

00:55:52.253 --> 00:55:54.233
models and then also, open source models.

00:55:54.353 --> 00:55:59.429
We're going to chat with, Prince Kanuma
about Flint In huge open source news, but

00:55:59.529 --> 00:56:02.049
open source/agentic news, Jensen Huang

00:56:03.229 --> 00:56:06.008
closed his GTC keynote

00:56:06.829 --> 00:56:12.628
by showing how he uses the Hermes agent to
build something to train

00:56:12.749 --> 00:56:17.319
robots. Wolfram, you were there, and also
this is a ping from your personal

00:56:17.399 --> 00:56:17.798
assistant

00:56:18.639 --> 00:56:19.898
after watching my news.

00:56:20.319 --> 00:56:22.038
Can you tell us about that a little bit?

00:56:22.119 --> 00:56:25.119
So shout out to News Research and the
Hermes team for that incredible.

00:56:25.759 --> 00:56:26.619
Let's take Jensen.

00:56:26.639 --> 00:56:27.939
Yam Peleg: Let's go, man. Let's go.

00:56:27.959 --> 00:56:32.478
Alex Volkov: Open claw, yes, very strong, and then pull
him towards Hermes, which is like, like

00:56:32.559 --> 00:56:34.479
huge. although they're still wearing
claws.

00:56:34.518 --> 00:56:37.738
There's still the images of Jensen with
like the red claws, like all over GTC,

00:56:37.799 --> 00:56:39.438
Wolfram showed this, this before.

00:56:39.689 --> 00:56:43.488
tell us how it felt to see Hermes like on
the big stage, and what did they actually

00:56:43.609 --> 00:56:44.209
show and say?

00:56:45.129 --> 00:56:49.208
Wolfram Ravenwolf: Yeah, just, just to clarify, so they are
still calling these kinds of agents claws

00:56:49.249 --> 00:56:54.349
apparently, but he always mentions Hermes
in the same spot as, uh, OpenClaw and even

00:56:54.409 --> 00:56:59.589
some others he mentioned. And the thing is
now that, um, at the end of the keynote,

00:56:59.609 --> 00:57:05.269
he was demonstrating how to use an agent
and local AI and cloud AI together to

00:57:05.449 --> 00:57:10.009
create, uh, or to train the little, uh,
micro ducks, the little robots that

00:57:10.089 --> 00:57:15.089
Hugging Face or Pollen Robotics created,
which now belong to NVIDIA, after all.

00:57:15.529 --> 00:57:19.408
And, um, yeah, he was using Hermes agent
locally on his system, and apparently

00:57:19.489 --> 00:57:23.888
there are skills for this, and it was
training the robot on the local system,

00:57:24.009 --> 00:57:29.569
but also using online inference to, yeah,
to basically, uh, get the

00:57:30.089 --> 00:57:31.648
horsepower that he didn't have.

00:57:31.729 --> 00:57:32.908
But the agent was doing it all.

00:57:32.969 --> 00:57:37.509
It's, it's like we are using our Wolfred
and Amy's, you know, you have an idea, the

00:57:37.609 --> 00:57:42.108
agent does everything that is required and
uses all the resources that are necessary,

00:57:42.129 --> 00:57:45.709
and then in the end you have a walking
micro duck, and he even demonstrated it on

00:57:45.809 --> 00:57:49.988
stage with 4 little ducklings walking
around and doing some movement that have

00:57:50.009 --> 00:57:50.888
been trained that way.

00:57:51.449 --> 00:57:53.368
Alex Volkov: It's very interesting how these things
work.

00:57:53.849 --> 00:57:56.668
Micro duck is Poland Robotics, which was
purchased by Hugging Face.

00:57:56.729 --> 00:57:58.809
Now Hugging Face is part of NVIDIA, and

00:57:59.569 --> 00:58:02.529
Jensen is standing on stage saying, hey,
go to Pollen Robotics, buy these

00:58:02.609 --> 00:58:04.548
MicroDucks. It's really, really, really
funny.

00:58:04.569 --> 00:58:04.989
Uh.

00:58:05.009 --> 00:58:07.908
Wolfram Ravenwolf: He said they are sold out already, but buy
one anyway.

00:58:07.929 --> 00:58:11.888
And I got mine in August already pre-
ordered, so I hope I could get it at the

00:58:11.929 --> 00:58:12.789
end of the year because

00:58:13.409 --> 00:58:17.309
it's so interesting how robotics is now
taking off, and I felt that at the GTC as

00:58:17.369 --> 00:58:21.449
well, that robotics is, yeah, it's getting
ever more important, the world models.

00:58:21.769 --> 00:58:25.628
Other labs like, uh, Black Forest Lab,
they are also building these world models

00:58:25.729 --> 00:58:28.588
and cooperating with NVIDIA to get robots

00:58:29.209 --> 00:58:30.449
going farther away.

00:58:30.489 --> 00:58:33.728
So I think we are seeing an inflection
point with robotics soon as well.

00:58:34.369 --> 00:58:38.878
Alex Volkov: All right, folks, this is a good reminder
to tell you that the show is sponsored by

00:58:38.959 --> 00:58:43.338
none other than CoreWeave, and for the
last 3 and a half years we had This Week's

00:58:43.399 --> 00:58:46.359
Buzz, because, you know, Weights & Biases
is part of CoreWeave and Buzz,

00:58:47.199 --> 00:58:48.318
this was our joke, whatever.

00:58:48.549 --> 00:58:51.749
it's time to, it's time to announce a new
segment on the show.

00:58:52.089 --> 00:58:55.928
this replaces This Week's Buzz, and this
is called From the Forge.

00:58:56.489 --> 00:58:56.494
So,

00:59:05.025 --> 00:59:07.625
Segment sting: From the Forge powered by CoreWeave.

00:59:12.025 --> 00:59:12.984
Wolfram Ravenwolf: Cool new intro.

00:59:13.545 --> 00:59:14.745
Alex Volkov: Yeah, cool new intro.

00:59:14.995 --> 00:59:19.505
Wolfram, you're at GTC Berlin, uh,
representing us, at GTC Berlin from

00:59:19.605 --> 00:59:22.415
CoreWeave, and, we, last week we talked
about Reflections Beam.

00:59:22.745 --> 00:59:23.385
Reflections Beam

00:59:24.185 --> 00:59:27.924
shipped their open weights, and we're
supporting them immediately on CoreWeave.

00:59:27.945 --> 00:59:32.185
And CoreWeave, also said that Reflection
used weights and biases inside Forge while

00:59:32.285 --> 00:59:33.681
training, Reflections Beam.

00:59:33.731 --> 00:59:36.570
I need to get used to this. we told you
about Reflection Beam 2 weeks ago.

00:59:36.971 --> 00:59:41.811
On the 16th, the full weights landed, 501
billion parameters, Apache 2 license, and

00:59:41.931 --> 00:59:44.971
we're running this on CoreWeave Serverless
Inference from day 0.

00:59:45.381 --> 00:59:50.101
they used weights and biases inside
CoreWeave Forge during Beam's training,

00:59:50.501 --> 00:59:51.160
and we,

00:59:51.981 --> 00:59:57.201
we knew Beam back when it was just a loss
curve, said our social channels, which is,

00:59:57.241 --> 00:59:58.981
I think, is really absolutely crazy.

00:59:59.271 --> 01:00:02.871
Reflection says that Beam served a
trillion tokens on its first day, which is

01:00:02.951 --> 01:00:06.350
a huge, huge news for Western open source.

01:00:06.621 --> 01:00:09.260
and it's also landed on Arena, and
artificial analysis.

01:00:09.321 --> 01:00:11.001
There's a bunch of stuff as well.

01:00:11.371 --> 01:00:15.331
also on Forge, Nvidia and You.com used RL
rollouts, which is our new,

01:00:16.007 --> 01:00:19.026
offering for, to post-train Nemotron 3.5
Lightning.

01:00:19.457 --> 01:00:20.017
BrowseComp

01:00:20.937 --> 01:00:26.356
bumped up from 37 to 45% on that, rollout
using those RL rollouts, with 30% fewer

01:00:26.437 --> 01:00:29.896
tool calls. So if you are building any
type of AI, CoreWeave Forge is the place

01:00:29.917 --> 01:00:33.957
for you to go. And robotics folks,
physical AI launchables, Wolfram, you were

01:00:34.017 --> 01:00:37.277
there while, while we announced this, one
command and you're running Isaac Sim

01:00:37.337 --> 01:00:41.916
template. Wolfram, you also said that in
GTC Berlin, we talk, like, they announced

01:00:41.956 --> 01:00:43.567
a bunch of stuff, with Rubin stuff.

01:00:43.647 --> 01:00:45.426
Could you tell us about the NVL 8?

01:00:45.567 --> 01:00:47.526
What's that and like how, how that's gonna
plug in?

01:00:48.407 --> 01:00:51.186
Wolfram Ravenwolf: Yeah, in addition to what you already
mentioned, there were two announcement

01:00:51.247 --> 01:00:57.227
call we've made. So the first one is about
NVIDIA HGX Rubin NVL 8, which is

01:00:57.287 --> 01:00:58.627
coming to CoreWeave this quarter.

01:00:59.207 --> 01:01:05.106
It's 8 Rubin GPUs, 2 terabytes of HBM4,
and it's built for large KV cache

01:01:05.167 --> 01:01:07.567
and concurrent long context, uh, agents.

01:01:08.167 --> 01:01:12.766
And it's, uh, very efficient, so NVIDIA
reported 10 times more tokens per megawatt

01:01:13.127 --> 01:01:15.926
than the H- HGX B200,

01:01:16.567 --> 01:01:18.686
um, tested with Kimi K2 Thinking.

01:01:19.007 --> 01:01:19.127
So

01:01:19.247 --> 01:01:21.146
Alex Volkov: Tokens per megawatt is an interesting one.

01:01:21.327 --> 01:01:21.787
That is.

01:01:21.807 --> 01:01:26.306
Wolfram Ravenwolf: We can run more agents for more users, and
hopefully that will also affect the price,

01:01:26.367 --> 01:01:26.707
of course.

01:01:26.767 --> 01:01:26.986
Alex Volkov: Yeah.

01:01:27.687 --> 01:01:32.406
Wolfram Ravenwolf: And uh, the second announcement, uh, is
very important for Europeans, especially

01:01:32.487 --> 01:01:36.346
bec- I mean, it's, it is important for
everyone, and this is not a plausible

01:01:36.407 --> 01:01:39.026
thought I see, but I'm in a hotel room and
the lighting is terrible.

01:01:39.127 --> 01:01:39.386
Something.

01:01:39.407 --> 01:01:40.767
Alex Volkov: Yeah, it's okay, it's okay. Keep going.

01:01:41.167 --> 01:01:46.626
Wolfram Ravenwolf: Security. Uh, zero trust AI frameworks
that move security from promises, like we

01:01:46.647 --> 01:01:50.347
are not doing this, we are not trading,
into customer-controlled architecture.

01:01:50.487 --> 01:01:55.507
So your keys, explicit support access when
needed, hardware attestation, confidential

01:01:55.607 --> 01:01:59.626
execution, and no customer data being used
to train provider models because

01:01:59.967 --> 01:02:04.527
everything is encrypted, it's end to end,
and uh, this is coming, and this is

01:02:04.607 --> 01:02:09.066
something like in Europe, a lot of people,
they can't use or are not allowed to use

01:02:09.247 --> 01:02:10.347
uh US services.

01:02:10.367 --> 01:02:14.987
Say in Germany, many companies require
German hosting, but if this makes it

01:02:15.047 --> 01:02:19.066
impossible for a US company to look into
what is going on here, that makes it more,

01:02:19.527 --> 01:02:21.446
uh, possible to use such services.

01:02:21.767 --> 01:02:23.126
And for everybody, security

01:02:23.807 --> 01:02:25.967
and privacy being enhanced is a good
thing.

01:02:26.727 --> 01:02:29.527
Alex Volkov: Yep, and we offer a bunch of those
services on Forge.

01:02:30.073 --> 01:02:31.592
Check out forge.coreweave.com.

01:02:32.353 --> 01:02:34.753
All right, folks, this was, uh, uh, from
the Forge.

01:02:34.773 --> 01:02:36.213
This is the first from the Forge. I'm
excited.

01:02:36.293 --> 01:02:38.593
There's a lot of news. There's a lot of
news to to continue.

01:02:38.653 --> 01:02:40.492
Obviously, GCC Berlin, Wolfram, you were
there.

01:02:40.833 --> 01:02:43.272
let's move on because we have tons of
stuff to talk about.

01:02:43.733 --> 01:02:45.892
there's a lot of stuff in multimodal and
video.

01:02:46.013 --> 01:02:49.572
Before by the way, the, the transition
that you guys saw from The Forge, this is,

01:02:49.713 --> 01:02:55.072
uh, the, the, the Mini Max M3 Max, which
is, uh, we've talked about a couple of,

01:02:55.293 --> 01:02:57.732
times on the show, and the music is from
Eleven Labs.

01:02:59.068 --> 01:03:01.867
Let's talk about AI art and diffusion and
video models, etcetera.

01:03:11.668 --> 01:03:14.828
All right, welcome back, Peter. folks, we
have quite a few,

01:03:15.983 --> 01:03:20.223
I don't know how to call this category, AI
art, video, generative diffusion AI.

01:03:20.343 --> 01:03:23.303
Now there's no diffusion models in LLM, so
it's very interesting, but let's call

01:03:23.343 --> 01:03:25.269
this, taste category or whatever.

01:03:25.439 --> 01:03:29.889
Kling 4, it generates up to 30 seconds of
video in a single pass up to 4K.

01:03:30.529 --> 01:03:32.968
We're now at the era where we're
generating 30

01:03:33.649 --> 01:03:37.609
seconds in 4K with stereo audio and better
lip sync.

01:03:37.809 --> 01:03:43.509
I think it's a good thing to go and try,
and and find a good video with Kling 4.

01:03:43.889 --> 01:03:49.158
videos, voices, and images as references,
and and it's like 3 times as cheap as

01:03:49.719 --> 01:03:50.399
Seedance.

01:03:51.085 --> 01:03:53.165
There's a lot of capabilities in there.

01:03:53.365 --> 01:03:55.404
4K specifically is the most exciting one.

01:03:55.845 --> 01:03:59.005
So let's take a look at Kling 4 and then
maybe play.

01:03:59.205 --> 01:04:04.874
So video duration from 3 to 30 seconds,
1080p and 4K, dynamic range 4K, aspect

01:04:04.935 --> 01:04:06.654
ratio 21 by 9 is a new one.

01:04:06.975 --> 01:04:11.385
they they have new languages, Wolfram
noticed the German and the and other

01:04:11.505 --> 01:04:14.145
languages as well. Dialects and accents is
pretty cool.

01:04:14.505 --> 01:04:16.405
Uh, let's take a look at...

01:04:17.224 --> 01:04:18.645
there's so much to take a look at.

01:04:18.705 --> 01:04:19.545
Let's take a look at the

01:04:20.465 --> 01:04:21.464
start frames, for example.

01:04:24.465 --> 01:04:26.125
Demo audio: You never listen to a word I say.

01:04:26.145 --> 01:04:27.464
Because I've had enough!

01:04:29.390 --> 01:04:32.785
Alex Volkov: for me, this was getting stuck, but like,
here's an example of the input frame of

01:04:32.825 --> 01:04:35.305
the first frame, and this was the video
that they showed.

01:04:35.585 --> 01:04:37.665
let's take a look at another one. This, I
think, is a full-

01:04:38.144 --> 01:04:39.925
Demo audio: Hi everyone, I'm so happy you're here.

01:04:39.945 --> 01:04:40.825
Alex Volkov: Wow, the lip sync is great.

01:04:41.185 --> 01:04:42.184
Demo audio: Welcome to my channel.

01:04:43.945 --> 01:04:45.880
Alex Volkov: The lip sync is absolutely, absolutely
perfect.

01:04:45.934 --> 01:04:49.575
let's take a look at this one. This is the
start frame, and let's look at this guy.

01:04:52.095 --> 01:04:54.574
The internet is a little stucky for me, so
let me try again.

01:04:56.175 --> 01:04:58.934
Demo audio: Mic check check, light slow, I'm stepping
in clean, no cut, one take, keep a shot

01:04:58.975 --> 01:05:01.134
rock tight, words run fast, but the flow
scene bass from the quiet.

01:05:01.155 --> 01:05:02.754
Alex Volkov: All right, this is like, the lip sync is
great,

01:05:03.055 --> 01:05:03.155
Unidentified speaker: Nice.

01:05:03.175 --> 01:05:03.695
Alex Volkov: but uh,

01:05:04.335 --> 01:05:06.634
this was, this was like, very, very
clearly AI

01:05:07.475 --> 01:05:08.195
generated.

01:05:08.885 --> 01:05:10.445
does this lead the video category?

01:05:10.525 --> 01:05:12.925
I'm not sure, because there's a lot of
competitors there.

01:05:13.065 --> 01:05:15.904
Flux 3 Max from Black Forest Labs, and
Thal,

01:05:16.865 --> 01:05:22.215
which we've seen the Fal folks optimize
the Mini Max M3, wi- with the Max version

01:05:22.255 --> 01:05:26.105
that runs super fast. Now Black Forest
Labs, and, Fal released Flux 3 Max.

01:05:26.485 --> 01:05:30.745
Headline is speed, 10 second clip in about
12 seconds, so not quite real time, but

01:05:30.804 --> 01:05:33.804
very, very close. The folks at Fal, shout
out, huge shout out to them.

01:05:34.165 --> 01:05:36.565
Uh, we can take a look at one of those as
well.

01:05:36.925 --> 01:05:40.744
Uh. Peter, how, how, how is the arena in
video generation these days?

01:05:40.845 --> 01:05:42.544
What what's, what's the highlight there?

01:05:42.605 --> 01:05:46.484
Who, who are these models breaking through
the top, or are we still like in the Omni

01:05:46.565 --> 01:05:47.724
category from Google?

01:05:47.765 --> 01:05:53.744
Peter Gostev: Y- yeah, there's definitely a competition
from, uh, Minimax, um, yeah,

01:05:53.845 --> 01:05:57.024
H3. I don't think, we don't have Kling
yet, but you know what?

01:05:57.405 --> 01:05:59.745
They, actually, I'm just looking at the
leaderboard.

01:05:59.845 --> 01:06:02.485
We haven't had one for a while, right, I
think.

01:06:03.005 --> 01:06:05.644
So it'd be nice to see where they land.

01:06:06.205 --> 01:06:06.345
Alex Volkov: Yeah.

01:06:06.365 --> 01:06:09.085
Peter Gostev: Yeah, Kling 3 was like 19th now.

01:06:09.205 --> 01:06:14.144
So that's really the ga- you, I, I kind of
forgot that, yeah, actually we haven't had

01:06:14.245 --> 01:06:16.885
a, a response from, um, from them in a
while.

01:06:16.925 --> 01:06:17.205
So,

01:06:17.885 --> 01:06:21.825
yeah, if they go towards the top, that
would basically add another competitor.

01:06:22.645 --> 01:06:25.805
Yeah, we probably had like 3 or 4, now
it's gonna be 4 or 5.

01:06:26.125 --> 01:06:26.265
Alex Volkov: Yeah.

01:06:26.525 --> 01:06:29.044
Peter Gostev: Top tier competitors, so that that's
really cool to see.

01:06:29.125 --> 01:06:33.525
Alex Volkov: And, and I think for folks who haven't,
like, tracked this category for a while

01:06:33.645 --> 01:06:36.365
because they said, okay, you know, this is
all like AI slop, et cetera.

01:06:36.805 --> 01:06:40.064
The video models is improving in a crazy
rate.

01:06:40.125 --> 01:06:43.665
When we talked to you about Seedance
before, Seedance was the only one that

01:06:43.725 --> 01:06:47.404
look at take up to like 5 references and
do text to video and image to video.

01:06:47.685 --> 01:06:51.425
All of these now can do video to video and
references for faces and characters, and

01:06:51.465 --> 01:06:54.324
the character consistency is insane, is
insane.

01:06:54.365 --> 01:06:58.574
So now we're looking at realism, and uh,
and and speed, basically, because Seedance

01:06:58.655 --> 01:07:01.794
took like, I don't know, 2, 2 and a half,
3 minutes to generate 30 seconds, and now,

01:07:02.105 --> 01:07:03.405
you know, this one is faster.

01:07:03.505 --> 01:07:06.344
Wolfram, go ahead, and then we'll show
some examples of the, the PAL one.

01:07:07.104 --> 01:07:12.744
Wolfram Ravenwolf: And H3 is also taking off in the local AI
scene because I'm running this on my 3090,

01:07:13.105 --> 01:07:14.164
and it works very well.

01:07:14.425 --> 01:07:15.724
Alex Volkov: Minimax H3, yeah.

01:07:16.345 --> 01:07:20.944
Wolfram Ravenwolf: At Minimax H3, yeah, you can now run a, a
front, yeah, it's, it's almost frontier.

01:07:20.985 --> 01:07:23.924
I would call it frontier. I mean, you have
Omni and Reference and all of this, and

01:07:23.945 --> 01:07:28.244
you can do this on your own GPU, and the
community is fine tuning and optimizing

01:07:28.305 --> 01:07:30.124
it, and so it's really fast now.

01:07:30.225 --> 01:07:32.104
It is amazing what is happening here.

01:07:33.385 --> 01:07:37.124
Alex Volkov: All right, folks, I think it's time for us
to, uh, to move.

01:07:38.025 --> 01:07:39.184
Oh, we're 5 minutes late.

01:07:39.425 --> 01:07:42.904
I'm so sorry. Okay, folks, it's time for
us to to get to our next guest on the

01:07:42.945 --> 01:07:44.320
show. let me just run through this.

01:07:44.320 --> 01:07:48.704
so Cling 4, Flux 3 Max, and Crea 3 also
launched a a model.

01:07:49.025 --> 01:07:52.324
It's number 4 on Arena multi-image edit
leaderboard, so shout out to the folks at

01:07:52.465 --> 01:07:55.564
Crea. and yeah, Odyssey ML we don't have
time to go to.

01:07:55.660 --> 01:07:59.805
All right, folks, time for us to move on
because this week there's a lot of great

01:08:00.025 --> 01:08:02.214
open source, news from Western Labs.

01:08:02.335 --> 01:08:08.024
I am very, very happy to, invite, Tim Shi
from, from Recursive AI and Prince

01:08:08.185 --> 01:08:11.395
Canuma, our friend, uh, second time, I
think, or third time from the pod from

01:08:11.435 --> 01:08:12.740
like the local AI MLX community.

01:08:12.740 --> 01:08:15.435
think. Uh, Tim, how about this is your
first time on the pod,

01:08:16.235 --> 01:08:19.195
and I know this this came together super
quickly, so really appreciate you coming

01:08:19.235 --> 01:08:21.164
on, because you guys just launched Flint.

01:08:21.525 --> 01:08:25.164
Would love to just have you introduce
Recursive AI and then, and then yourself,

01:08:25.205 --> 01:08:27.804
and then we'll, we'll get to Prince, and
then we're gonna talk about this most,

01:08:27.885 --> 01:08:30.044
most, most, most exciting release from you
guys.

01:08:31.685 --> 01:08:33.604
Tim Shi: Yeah, super excited to be here, and thanks
for having me.

01:08:33.925 --> 01:08:35.464
Um, Recursive is building,

01:08:36.125 --> 01:08:40.784
um, yeah, self self-improving AI for us to
build super intelligence, and we want to

01:08:40.885 --> 01:08:42.184
automate knowledge discovery.

01:08:42.245 --> 01:08:46.284
So the idea, uh, the process of ideation,
implementation, validation, the whole

01:08:46.365 --> 01:08:49.684
scientific method, and we're applying to
the science of AI first.

01:08:50.205 --> 01:08:54.404
So Flint was like the first demonstration
of this technology, or we call it Eureka

01:08:54.484 --> 01:08:58.825
Machine, where you can basically apply it
to the discovery of the training of the

01:08:58.885 --> 01:08:59.684
mod- training of

01:09:00.305 --> 01:09:05.744
a small language model, and then we, uh,
basically optimize model for, uh, Mac.

01:09:05.885 --> 01:09:10.004
So it will run really fast on Mac, and it
has like a lot of capabilities that can

01:09:10.125 --> 01:09:12.204
sort of do for your daily workflows.

01:09:12.405 --> 01:09:18.184
Um, yeah, so my background is I started my
career actually with, uh, working with

01:09:18.325 --> 01:09:22.364
Richard and then NLP Labs in, uh, at
Stanford and then OpenAI, and then I

01:09:22.405 --> 01:09:26.524
started a company called Cresta, basically
one of the early attempts to apply, um, AI

01:09:26.564 --> 01:09:31.444
to enterprise. And then, yeah, super
excited to be here and also, um, yeah, to

01:09:31.525 --> 01:09:32.364
talk about a release.

01:09:33.325 --> 01:09:34.934
Alex Volkov: That is awesome. absolutely thank you for
coming.

01:09:34.955 --> 01:09:36.274
We're gonna get to Flint in a second.

01:09:36.355 --> 01:09:39.615
I also like a bunch of questions about the
Eureka Machine, whatever you guys call the

01:09:39.655 --> 01:09:41.135
Eureka Machine, RSI, et cetera.

01:09:41.265 --> 01:09:43.025
Prince Canuma, second time on the show.

01:09:43.145 --> 01:09:44.764
Some folks know you as the MLX King.

01:09:44.785 --> 01:09:47.525
You want to briefly introduce yourself so
we can get to the, the, the meat and

01:09:47.624 --> 01:09:51.645
potatoes of the most important thing, in,
in open, in Western open, source AI this

01:09:51.705 --> 01:09:51.905
week?

01:09:53.025 --> 01:09:54.825
Prince Canuma: Absolutely. Thank you for having me, Alex.

01:09:54.945 --> 01:09:56.425
Hi, Tim, uh, once again.

01:09:56.785 --> 01:09:58.025
Uh, Prince Canuma here.

01:09:58.265 --> 01:10:00.784
I am the creator of MLX VLM.

01:10:01.145 --> 01:10:05.185
Over the past 3 years, I've been building
infrastructure to run AI on Apple devices

01:10:05.625 --> 01:10:11.144
efficiently. We just crossed 7.5 million
downloads in our engine, and, uh, happy to

01:10:11.625 --> 01:10:16.384
have brought uh, day zero support for
Apple Silicon on MLX for Flint.

01:10:17.935 --> 01:10:21.864
Alex Volkov: folks, I'm looking at the Flint website,
which I think I should like just the show

01:10:21.995 --> 01:10:23.554
while team we have the questions for you.

01:10:23.685 --> 01:10:25.124
let's pull this up here.

01:10:25.565 --> 01:10:25.965
this is

01:10:26.685 --> 01:10:29.804
quite the model, and a very small one at
that.

01:10:30.045 --> 01:10:32.895
So could you introduce us to Flint before
we talk about the Eureka machine

01:10:32.975 --> 01:10:37.264
sizes-wise, what are you guys aiming for,
and why is it so cut and fast?

01:10:38.545 --> 01:10:38.804
Or how?

01:10:39.025 --> 01:10:39.224
Tim Shi: Yeah,

01:10:40.156 --> 01:10:43.811
we, we think about Flint as a first
demonstration of our Eureka machine, sort

01:10:43.851 --> 01:10:46.090
of our, system to automate scientific
discovery.

01:10:46.696 --> 01:10:51.677
and the Flint has, our goal is to optimize
it for, like, your daily coding use cases.

01:10:51.956 --> 01:10:57.607
So developers can run Flint on a Mac, M4
and M5, and get really fast speed, and you

01:10:57.647 --> 01:10:58.167
can see,

01:10:58.873 --> 01:11:01.803
and be able to, like, sort of drive a lot
of their daily coding use cases.

01:11:03.803 --> 01:11:08.242
Alex Volkov: Yeah, Prince, you saw this as well, like,
there's like over 125 tokens per second on

01:11:08.383 --> 01:11:08.883
M4.

01:11:09.023 --> 01:11:09.402
Prince Canuma: Uh,

01:11:09.823 --> 01:11:10.242
Alex Volkov: Pro and

01:11:10.343 --> 01:11:10.942
Prince Canuma: 100,

01:11:11.743 --> 01:11:16.423
189 as of yesterday, but this is more of
like a branch that I'm working on.

01:11:16.903 --> 01:11:17.122
Alex Volkov: Yeah.

01:11:18.183 --> 01:11:18.643
And, um,

01:11:18.663 --> 01:11:18.963
Tim Shi: Yeah.

01:11:19.503 --> 01:11:19.803
Alex Volkov: is,

01:11:20.783 --> 01:11:23.802
tell us about, so, okay, so I do want to
like, talk about sizes a little bit,

01:11:23.843 --> 01:11:28.143
right? It's a 40 billion, parameter model,
but like a very, very sparse MoE, right?

01:11:28.343 --> 01:11:31.563
Uh, uh, Tim, could you talk to us about
like how...

01:11:32.783 --> 01:11:34.462
Okay, so the Eureka machine, once we get
to,

01:11:35.063 --> 01:11:36.083
did it make the decisions?

01:11:36.103 --> 01:11:39.303
Like, how do you guys arrive at that,
like, very, very, very sparse kind of

01:11:39.343 --> 01:11:40.842
architecture, 2 billion parameter active?

01:11:40.943 --> 01:11:41.102
Is

01:11:41.743 --> 01:11:43.303
that what, like, enables the speed?

01:11:43.573 --> 01:11:46.672
and how is it compared to, like, other
models in open source that are running at

01:11:46.733 --> 01:11:47.653
the same-ish size?

01:11:48.853 --> 01:11:52.033
Tim Shi: Yeah, we actually first look at the sort
of hardware substrate, right?

01:11:52.053 --> 01:11:56.373
So we work with closely with partners
like, um, you know, N- NVIDIA and AMD, and

01:11:56.413 --> 01:12:01.453
we look at, you know, for a model to be
running locally, what are the, basically

01:12:01.653 --> 01:12:02.853
the shape of the model to be

01:12:03.533 --> 01:12:07.752
eff- efficient, right? So for MacBook Pro,
um, we basically asked the model to search

01:12:07.853 --> 01:12:12.213
what is like the most, um, efficient
architecture, and it come up with

01:12:12.253 --> 01:12:16.773
something that's like actually way sparser
than, um, uh, sparser than like

01:12:16.853 --> 01:12:17.692
comparative models.

01:12:18.293 --> 01:12:22.333
Um, so we ended up with a final
architecture of 40 billion total parameter

01:12:22.413 --> 01:12:25.232
with about 2.5 billion active per token,

01:12:25.853 --> 01:12:29.232
and it's, um, basically what the Eureka
Machine think will project it to offer the

01:12:29.253 --> 01:12:32.793
best combination of speed and coding
performance, sort of among like all the

01:12:32.893 --> 01:12:37.513
configurations you can have on the, uh, of
on the on the Mac, on the Mac, um, yeah.

01:12:38.373 --> 01:12:38.453
Alex Volkov: I

01:12:39.173 --> 01:12:43.692
find your last sentence incredible enough
so that I will ask you to repeat it.

01:12:44.333 --> 01:12:47.773
This is what the Eureka Machine thinks
that is the most optimal.

01:12:49.493 --> 01:12:49.793
Let- let's

01:12:49.813 --> 01:12:50.752
Tim Shi: That's right, yeah, yeah.

01:12:50.858 --> 01:12:52.303
Alex Volkov: the- let's talk about it. It's- it's
incredible.

01:12:52.343 --> 01:12:54.763
You guys are like, literally the name is
Recursive.

01:12:55.153 --> 01:12:58.042
Recursive, was that rebranded to SI or not
yet?

01:12:58.138 --> 01:13:00.208
but Recursive Superintelligence, I think,
is the concept.

01:13:00.929 --> 01:13:03.718
and then now you're referring to the fact
that, like, the thing that built the

01:13:03.759 --> 01:13:06.459
thing, that's how you guys arrived at the
architecture.

01:13:06.819 --> 01:13:11.438
How involved were you guys at the building
of this, the decision making versus the,

01:13:11.674 --> 01:13:13.168
the Eureka Machine decision?

01:13:13.449 --> 01:13:14.688
And what is the Eureka Machine?

01:13:14.709 --> 01:13:16.268
I think it's time for us to actually talk
about

01:13:17.249 --> 01:13:20.608
what is that, because I think it's maybe
more important than the actual model.

01:13:22.449 --> 01:13:25.748
Tim Shi: It's funny that you mentioned it. We
actually got the domain recursive.si, um,

01:13:26.089 --> 01:13:26.249
and

01:13:26.889 --> 01:13:29.348
it's also stands for recursive super
intelligence.

01:13:29.489 --> 01:13:34.009
recursive self-improvement is also
recursive super intelligence, um, and we

01:13:34.569 --> 01:13:37.929
are thinking about basically the Eureka
machine as a basically basically a machine

01:13:37.988 --> 01:13:39.649
to automate scientific discovery.

01:13:39.869 --> 01:13:44.388
So it will basically have, um, think of it
as like a community of scientists and

01:13:44.469 --> 01:13:48.579
agents that will come up with ideas and,
you validate ideas and implement those

01:13:48.639 --> 01:13:53.878
ideas. So it runs in a loop, um, keep, you
know, trying different things that will

01:13:53.919 --> 01:13:57.238
potentially improve the, um, your
objective.

01:13:57.339 --> 01:14:02.539
So you define a certain objective for this
particular example, it's going to be speed

01:14:02.599 --> 01:14:06.139
and coding performance. It's a good
combination of what we think is going to

01:14:06.179 --> 01:14:08.199
be good for developer on the machine.

01:14:08.519 --> 01:14:13.498
And then the Eureka machine basically
search for different combinations of, uh,

01:14:13.559 --> 01:14:16.278
different architecture. And of- of-
obviously, like, you know,

01:14:17.119 --> 01:14:20.438
it's not inventing, like, completely new,
like, say, transformer architecture,

01:14:20.479 --> 01:14:23.598
right? Obviously, there's like a lot of
unknown unknowns in scientific discovery,

01:14:23.999 --> 01:14:27.599
but within the known boundaries of what
you can, um, search for, I think it's sort

01:14:27.639 --> 01:14:29.959
of find some interesting discoveries.

01:14:31.879 --> 01:14:33.088
Alex Volkov: That is, very interesting.

01:14:33.169 --> 01:14:34.709
How how recursive is it as well?

01:14:34.809 --> 01:14:40.018
Is the Eureka Machine, like, update the
Eureka Machine, inference or code or,

01:14:40.659 --> 01:14:43.779
directions? Can you talk about, like, the
recursive part as well?

01:14:43.799 --> 01:14:47.729
Because, when you say Eureka Machine came
up with this model, this model is a small

01:14:47.849 --> 01:14:50.359
model. h- how recursive is the recursive
part?

01:14:52.319 --> 01:14:57.038
Tim Shi: Yeah, so the Eureka Machine, um, is a
larger system and model with combination

01:14:57.059 --> 01:15:02.019
of different models and, um, harnesses,
but, uh, uh, we're sort of moving towards

01:15:02.079 --> 01:15:04.058
eventually Flint, we'll build the next
version of Flint.

01:15:04.439 --> 01:15:08.959
Um, currently, um, it's basically a larger
set of systems, models looking at the

01:15:09.199 --> 01:15:11.559
small model and say, what are things to
improve?

01:15:11.839 --> 01:15:16.839
So, for example, um, um, I think Thomas
Wolf actually, um, posted about this as

01:15:16.879 --> 01:15:19.919
well. It's like an AI researcher looking
at the LM head would say, you should

01:15:19.959 --> 01:15:23.519
always keep it in high precision and never
decide to quantize it to 4 bits.

01:15:23.839 --> 01:15:27.638
But our Eureka machine actually tried that
idea and validated this actually a good

01:15:27.719 --> 01:15:30.998
idea for, uh, for, for Mac and local
coding use cases.

01:15:31.479 --> 01:15:34.718
So some, some of the, some things like
that that maybe human scientists will

01:15:34.799 --> 01:15:39.739
overlook, but, um, a, a Eureka machine,
like an automated AI scientist, would

01:15:39.799 --> 01:15:40.118
just,

01:15:40.879 --> 01:15:44.998
you know, combining all the existing
knowledge, propose a hypothesis that might

01:15:45.079 --> 01:15:48.958
eventually be true. Those are the
discoveries that we think that our machine

01:15:48.979 --> 01:15:50.519
will be able to make, um,

01:15:51.559 --> 01:15:52.939
down the road for many different domains.

01:15:53.039 --> 01:15:55.799
I think it'll be really valuable for, for
the, for the science itself.

01:15:57.439 --> 01:16:00.398
Alex Volkov: I, I think that's kind of incredible,
especially like some of the decisions

01:16:00.439 --> 01:16:02.559
that, you know, maybe humans didn't go
through.

01:16:02.639 --> 01:16:05.839
Uh, let- let me go to Prince for a bit,
for- for the model itself.

01:16:06.179 --> 01:16:07.608
Uh, Prince, you've been testing out like,
maybe

01:16:07.749 --> 01:16:07.969
Prince Canuma: Yes.

01:16:08.029 --> 01:16:09.348
Alex Volkov: Day- Day 0 support as well.

01:16:09.669 --> 01:16:13.209
Tell us, is this a mo- is this a good
model for a daily driver for coding right

01:16:13.249 --> 01:16:13.388
now?

01:16:14.388 --> 01:16:18.429
Prince Canuma: Yes. So actually, I rank it around one of
the top 3.

01:16:18.549 --> 01:16:21.669
I have a- a list that I keep at all times
because people ask me all the time.

01:16:21.709 --> 01:16:22.209
Alex Volkov: Yeah.

01:16:22.229 --> 01:16:27.789
Prince Canuma: Right now it's- it's Flint, it's Cohere,
and it is Qwen 27B, the, the most

01:16:27.869 --> 01:16:32.149
famous one. Those are really good models,
and actually Flint was surprising to me

01:16:32.309 --> 01:16:36.228
because a lot of models you have to, like,
ask a question and then ask it again and

01:16:36.349 --> 01:16:37.429
continuously do that.

01:16:37.869 --> 01:16:39.868
Flint, tool calling, great,

01:16:40.549 --> 01:16:44.848
as well as, like, building artifacts,
like, hey, build me a game, take documents

01:16:44.909 --> 01:16:47.348
from the internet, store it somewhere in
my computer.

01:16:47.589 --> 01:16:48.748
It can do all of that.

01:16:49.309 --> 01:16:53.708
And uh, right now it's my main daily
driver for, for a couple weeks on the

01:16:53.829 --> 01:16:54.149
native.

01:16:55.749 --> 01:16:57.229
Alex Volkov: Wow, that's quite incredible.

01:16:57.349 --> 01:16:58.148
And uh, Tim,

01:16:59.109 --> 01:17:02.489
kind of like I'm, I'm always assuming when
I bring folks from different labs for

01:17:02.549 --> 01:17:04.989
training models, like I'm always assuming
there's something else that, that they

01:17:05.069 --> 01:17:05.789
still don't like

01:17:06.549 --> 01:17:08.668
can talk to us about, about like the, the
new iterations.

01:17:09.069 --> 01:17:12.648
But given the name itself, it's like very,
very obvious where you guys are going to,

01:17:12.709 --> 01:17:13.789
to, to improve these models.

01:17:14.109 --> 01:17:17.149
I guess my question to you guys is like,
why start from

01:17:18.149 --> 01:17:19.429
local and why

01:17:20.349 --> 01:17:21.189
bet on open?

01:17:23.549 --> 01:17:25.368
Tim Shi: I think the answer to open is very clear.

01:17:25.549 --> 01:17:30.049
I think that, you know, historically, uh,
models being like in closed, uh, source,

01:17:30.109 --> 01:17:33.989
at least in the Western Hemisphere, and I
think that, uh, a lot of Chinese open

01:17:34.029 --> 01:17:38.569
source models, open way models actually
gained a lot of adoption in, um, uh, large

01:17:38.629 --> 01:17:41.669
enterprises, and we see the curve of,
like, companies shifting.

01:17:41.689 --> 01:17:45.729
You know, maybe they start with large, you
know, closed models, and they realize that

01:17:45.949 --> 01:17:50.668
the cost is going to be very high, and
then they start shifting towards, uh, open

01:17:50.709 --> 01:17:54.868
way models. And we actually did that
before at Cresta, like we with like OGPT

01:17:54.988 --> 01:17:58.829
models, and we shifted to fine tune our
small, we actually have like tens of th-

01:17:58.869 --> 01:18:03.149
uh, tens of like different, uh, open way
models, small models running production,

01:18:03.229 --> 01:18:07.309
running different things like
summarization or, you know, some, um, auto

01:18:07.549 --> 01:18:09.008
triaging tickets and all these like

01:18:09.749 --> 01:18:10.908
specialized ta- tasks.

01:18:11.269 --> 01:18:15.248
And it's obvious like enterprises would
eventually own their intelligence in a

01:18:15.309 --> 01:18:19.588
sense like they would prefer to have
control over their intelligence instead of

01:18:19.629 --> 01:18:25.249
like relying on a external partner who,
you know, may n- may may still be very

01:18:25.349 --> 01:18:29.549
costly at the time. So we think that this
could be the future where people, some

01:18:29.589 --> 01:18:32.728
people would choose open way models, some
people would choose like closed source

01:18:32.789 --> 01:18:36.908
models, but at the end of the day, it's
the customer's choice, and I see the usage

01:18:37.029 --> 01:18:40.248
of a model is going to be, um,

01:18:40.909 --> 01:18:42.389
really high in the next year or so.

01:18:43.229 --> 01:18:46.328
And, and to answer your question about
small, I think that we're just getting

01:18:46.389 --> 01:18:48.469
started. This is our first model release,
and, um,

01:18:48.509 --> 01:18:48.648
Alex Volkov: Mm.

01:18:48.669 --> 01:18:51.589
Tim Shi: yeah, we'll see how, what the Eureka
Machine can do in the future.

01:18:52.229 --> 01:18:54.968
Alex Volkov: Well, Tim, we, we, I don't know how
familiar you are with Thursday AI, but

01:18:54.989 --> 01:18:58.969
like we, we've been doing, a segment on
open source AI and modeling for the past 3

01:18:59.048 --> 01:19:02.429
and a half years, and every time that we
have somebody from the labs come in and

01:19:02.449 --> 01:19:06.429
then we see Apache 2, we have, we have
applause because I think it's very, very

01:19:06.449 --> 01:19:07.608
important for the ecosystem.

01:19:07.689 --> 01:19:11.069
So thank you guys for releasing this in
like a very open licensing as well.

01:19:11.479 --> 01:19:14.639
I also want to mention the speed with
which you train this.

01:19:14.719 --> 01:19:16.814
I think this is like one of the
highlights, just before we, we drop off,

01:19:16.889 --> 01:19:19.028
this is one of the highlights in the blog
post for me.

01:19:19.339 --> 01:19:20.018
could you talk about

01:19:20.939 --> 01:19:22.219
how fast this happened and,

01:19:23.085 --> 01:19:24.484
how? Just how?

01:19:26.525 --> 01:19:30.004
Tim Shi: Yeah, actually, a lot of kudos to the
technical team, and I think, um,

01:19:30.685 --> 01:19:34.945
there's a lot of effort went into this,
but I'm also very impressed by how fast

01:19:34.985 --> 01:19:39.585
we're able to put together, the, um, whole
model factory and be able to, like, train

01:19:39.604 --> 01:19:42.644
the first model, and in about, like, less
than 4 months.

01:19:42.985 --> 01:19:44.144
And I think a lot of this actually-

01:19:44.185 --> 01:19:44.845
Alex Volkov: 4 months

01:19:45.464 --> 01:19:46.685
to release a model from scratch.

01:19:48.105 --> 01:19:51.824
Tim Shi: We actually didn't have any pre-training,
post-training effort until like 1 month

01:19:51.865 --> 01:19:52.845
ago, and we were

01:19:53.625 --> 01:19:56.944
debating what are the use cases, product
use cases of like, you know, Eureka

01:19:56.985 --> 01:19:57.724
Machine. We thought

01:19:58.345 --> 01:20:03.185
we should be using it to train models, and
I think that we just decided to put

01:20:03.225 --> 01:20:04.524
together teams, but also

01:20:05.625 --> 01:20:09.964
rethinking how, you know, agents can be
used in the whole process and how Eureka

01:20:09.985 --> 01:20:10.905
Machine can be used to

01:20:11.545 --> 01:20:12.584
accelerate that process.

01:20:12.744 --> 01:20:13.225
So we

01:20:14.225 --> 01:20:17.764
apply auto research to almost every stage
of the pipeline, from pre-training to

01:20:17.865 --> 01:20:21.544
post-training to RL to inference, and we
think that

01:20:22.185 --> 01:20:27.225
that's going to be, um, uh, a way for a
lot of labs to accelerate, to catch up, to

01:20:27.305 --> 01:20:31.345
like, you know, build models in a, in a,
in a way that wasn't imagined before.

01:20:32.464 --> 01:20:34.315
Alex Volkov: I think, before, so that is incredible.

01:20:34.375 --> 01:20:37.695
Four, four months from nothing to no pre-
training to a model that runs and one of

01:20:37.715 --> 01:20:40.394
the fastest to, to run on local hardware,
I think it's incredible.

01:20:40.685 --> 01:20:44.565
maybe for folks who are listening who are
like, I can't wait to try the Flint model.

01:20:44.804 --> 01:20:47.305
Uh, excited about the recursive stuff,
excited about Eureka Machine, but like

01:20:47.365 --> 01:20:48.604
can't wait to try the Flint model.

01:20:48.820 --> 01:20:52.004
Uh, maybe from both of you, any, comments
about how best to use this?

01:20:52.085 --> 01:20:55.064
Like all models come in with their tricks,
with their, with their like specific

01:20:55.085 --> 01:20:56.435
stuff. Prince, you already mentioned
something.

01:20:56.635 --> 01:20:57.635
Uh, team would love to hear from you.

01:20:57.955 --> 01:21:01.604
What, what do you find from, from using
Flint, like, locally, that folks need to

01:21:01.665 --> 01:21:03.065
know about, like, how to prompt?

01:21:03.145 --> 01:21:06.365
Is there, like, any specific things about
reasoning or quirks like that that are

01:21:06.405 --> 01:21:10.045
different from different models? Uh, would
love to hear i- like each one of you give

01:21:10.085 --> 01:21:13.385
us a little bit of a tip to folks who are
listening who would like to use those

01:21:13.545 --> 01:21:13.864
locally.

01:21:15.185 --> 01:21:15.564
Oh, and also,

01:21:15.585 --> 01:21:16.244
Tim Shi: Yeah, we'll be curious.

01:21:16.265 --> 01:21:20.124
Alex Volkov: I'll bring in Nisten, the co-host, who has
been using this all day and wants to to

01:21:20.225 --> 01:21:22.385
tell you all about this, but let's start
with with use cases as well.

01:21:24.665 --> 01:21:24.865
Tim Shi: Yeah.

01:21:25.105 --> 01:21:25.245
Alex Volkov: Yeah.

01:21:25.305 --> 01:21:27.304
Tim Shi: I would say this model is more agentic.

01:21:28.065 --> 01:21:31.284
Yeah, I would say this model is more
agentic than than, um, feels like you can

01:21:31.345 --> 01:21:32.785
run it locally, do a lot of things.

01:21:33.185 --> 01:21:37.984
Um, but remember, this is the small model,
so, you know, and compared to, um, like

01:21:38.105 --> 01:21:41.125
Opus and all these larger models, you
typically would need to give it more

01:21:41.304 --> 01:21:44.785
instructions and guardrails and, you know,
tips on what to do.

01:21:45.385 --> 01:21:45.604
And

01:21:46.385 --> 01:21:50.445
it's just the nature of the model, but
also you can, um, yeah, because also I'm

01:21:50.645 --> 01:21:53.224
just curious, like, what, what other
things you guys were able to build with

01:21:53.265 --> 01:21:56.545
this? So, yeah, feel free to share on
social media about things you build and

01:21:56.625 --> 01:21:57.544
how you use the model.

01:21:59.505 --> 01:21:59.625
Nisten Tahiraj: So

01:22:00.505 --> 01:22:05.825
I, I have it doing both stuff for, uh,
smaller models, just doing testing, but

01:22:05.865 --> 01:22:11.345
the most fun thing I have with it is I
made a big city-sized GTA mod

01:22:11.744 --> 01:22:12.304
simulator,

01:22:13.145 --> 01:22:17.584
and, uh, this was probably the smallest,
fastest thing that I, I could actually run

01:22:17.785 --> 01:22:18.625
as a character,

01:22:19.304 --> 01:22:22.104
uh, going around, uh, to make decisions
and stuff.

01:22:22.345 --> 01:22:24.184
I just want to know what, what went into,

01:22:24.785 --> 01:22:27.345
uh, RLing it, uh, so well.

01:22:27.385 --> 01:22:32.565
A- again, it's not perfect, but it's
pretty easy to, to prompt.

01:22:33.145 --> 01:22:35.505
It is actually pretty, pretty obie-
obedient.

01:22:35.545 --> 01:22:40.344
So I want to, what went into RLing this,
and do you guys plan on turning it into a

01:22:40.625 --> 01:22:42.984
JEV as well? Because it's kind of ideal
size.

01:22:45.265 --> 01:22:46.924
Tim Shi: Yeah, I think, uh, that's, that's a good
question.

01:22:46.985 --> 01:22:50.984
I think the RL, I think our, I think put a
lot of effort to making sure the model is

01:22:51.025 --> 01:22:53.804
very agentic. And the JEV question is qu-
um, interesting.

01:22:53.825 --> 01:22:56.825
I'll be curious to see if someone could
make a demo around, like, you know, just

01:22:56.985 --> 01:23:00.205
model modest by itself to train itself to
be a JEV.

01:23:00.545 --> 01:23:02.004
I think that would be a cool demo to show.

01:23:02.705 --> 01:23:02.964
Alex Volkov: No.

01:23:03.425 --> 01:23:03.605
Prince Canuma: Yep.

01:23:03.705 --> 01:23:03.964
Alex Volkov: Uh.

01:23:03.985 --> 01:23:08.285
Prince Canuma: The good, the good thing is that you can
run up to like 8 agents in parallel and,

01:23:08.465 --> 01:23:09.924
and have really good performance.

01:23:09.985 --> 01:23:10.864
So you're talking about

01:23:11.465 --> 01:23:15.765
each agent, like 32 tokens per second and
averaging like nearly 500 tokens per

01:23:15.825 --> 01:23:16.104
second

01:23:16.705 --> 01:23:22.224
on a, on a M5 Max, and this could work on
a 48 gigabyte, even up to like 36

01:23:22.865 --> 01:23:27.685
gigabytes. And if you have more memory,
great, but you can run a parallel agent

01:23:27.785 --> 01:23:28.104
with it.

01:23:29.345 --> 01:23:33.864
Alex Volkov: I think th- this is a great place to end
our interview on because specifically,

01:23:34.225 --> 01:23:37.785
given the next segment about security and
other stuff, and given the personal agents

01:23:38.025 --> 01:23:41.905
stuff, many people would like to run
agentic models locally completely so that

01:23:41.985 --> 01:23:43.744
no information leaves their systems.

01:23:44.025 --> 01:23:47.435
And, you know, that that's one of the big
upsides for local agents completely, like

01:23:47.495 --> 01:23:48.734
everything's running on your system.

01:23:48.960 --> 01:23:52.125
Tim Shi and Prince Canuma, thank you so
much for coming and telling us all about

01:23:52.305 --> 01:23:52.605
Flint.

01:23:52.785 --> 01:23:53.244
Tim Shi: My pleasure.

01:23:53.425 --> 01:23:53.725
Alex Volkov: Running,

01:23:54.960 --> 01:23:58.859
running this locally. We're very, very
excited about the new lab as well as like

01:23:58.900 --> 01:24:01.799
a new leader in in the category, and the
speed is really, really impressive.

01:24:01.820 --> 01:24:03.599
So, so definitely give Flint a try.

01:24:03.840 --> 01:24:07.909
I will be monitoring the other stuff, so
team feel free, and welcome to come back

01:24:07.970 --> 01:24:10.710
once we, once the Eureka Machine decides
to release a bigger model.

01:24:10.810 --> 01:24:13.669
I I'll I'll we'll we'll be definitely down
to to host that as well.

01:24:13.850 --> 01:24:16.150
Thank you so much for joining as we move
to our next segment.

01:24:16.249 --> 01:24:17.349
Thank you, Alex. Bye-bye.

01:24:17.490 --> 01:24:18.570
Cheers. Thank you, Alex.

01:24:19.050 --> 01:24:20.809
Uh, thank you, team. Thank you, Prince
Canuma.

01:24:20.970 --> 01:24:21.730
And now,

01:24:22.730 --> 01:24:26.370
I think I'll bring everybody back to the
stage for this as we introduce Josh Long.

01:24:26.480 --> 01:24:29.580
Josh, I don't think you've been in video
form on the pod before.

01:24:29.640 --> 01:24:30.759
We definitely chatted.

01:24:32.416 --> 01:24:35.795
I should have, I should have chatted with
my Claude to rearrange the segments

01:24:35.856 --> 01:24:39.185
because, uh, we just finished a very high
note, local, open source, Apache, like,

01:24:39.226 --> 01:24:43.446
works amazing, runs, and now we have to
talk about the Black October, the very

01:24:43.626 --> 01:24:47.385
scary stuff that happens in the world of
cybersecurity.

01:24:47.756 --> 01:24:52.256
Josh is a cybersecurity evangelist, Josh,
some folks are calling whatever's

01:24:52.276 --> 01:24:54.795
happening right now in cybersecurity is
the Black October.

01:24:55.492 --> 01:24:56.232
there's a lot of

01:24:57.012 --> 01:25:01.152
vulnerabilities and hacks are happening
all the same time, so much so that folks

01:25:01.212 --> 01:25:02.611
are saying, is the internet done?

01:25:03.612 --> 01:25:07.191
Which is very scary. Just to name a few of
them, the bigger ones, and the reason why

01:25:07.252 --> 01:25:11.932
we're talking about them to you in the AI
show, AI news show, because a lot of them

01:25:12.052 --> 01:25:15.811
are AI related. Some of them are maybe
swarm stacks, some of them were discovered

01:25:15.852 --> 01:25:20.491
by AI. we'll start with PHP2Shell, which
is a huge vulnerability in the most,

01:25:21.592 --> 01:25:21.991
popular

01:25:22.632 --> 01:25:24.912
language in the world, the most websites
run on.

01:25:24.952 --> 01:25:28.371
I think, like, the the latest stats are
talking about 70% of the world's websites

01:25:28.432 --> 01:25:29.611
are still running on PHP.

01:25:29.912 --> 01:25:34.551
PHP2Shell basically gives an ability to
take over that machine without any, like,

01:25:34.632 --> 01:25:35.991
credentials. There's also a,

01:25:36.667 --> 01:25:38.546
an updated CVE in,

01:25:39.992 --> 01:25:41.311
eMudhra, was that eMudhra, right?

01:25:41.352 --> 01:25:45.802
Like, the certificate, update that lets
everybody say that they have a, valid

01:25:45.842 --> 01:25:51.111
HTTPS. There's just some of the stuff,
including LiteLLM getting a supply chain

01:25:51.212 --> 01:25:51.532
attack.

01:25:53.012 --> 01:25:53.932
Josh, you're smiling.

01:25:54.572 --> 01:25:57.981
H- how are you still able to to smile,
given that everything is going on right

01:25:58.042 --> 01:25:59.231
now and folks are f- freaking out?

01:25:59.322 --> 01:25:59.741
I want,

01:26:00.401 --> 01:26:01.461
I want some chats about that.

01:26:01.792 --> 01:26:05.701
Josh Long: okay, so for for one thing, it gives me an
opportunity to get to talk about fun stuff

01:26:05.762 --> 01:26:11.032
like this on shows like, uh, ThursdAI, so,
uh, that part of it I don't mind.

01:26:11.511 --> 01:26:16.811
Um, but yeah, I do think that, so there
there tends to be a lot of like Y2K like

01:26:16.912 --> 01:26:18.532
hype around things like this, right?

01:26:18.612 --> 01:26:21.772
Everyone Yeah. starts freaking out, and
it's like, oh my gosh, it's the end of the

01:26:21.832 --> 01:26:27.576
world. But, it, so a lot of the standard
kind of disclaimers apply here,

01:26:27.657 --> 01:26:30.712
right? talking about uh, the PHP2 shell
vulnerabilities first.

01:26:30.993 --> 01:26:36.123
there were, a few, independent groups who
discovered these, two vulnerabilities.

01:26:36.558 --> 01:26:41.842
that we had Calif and Wiz and even OpenAI,
and they were all kind of like finding

01:26:41.903 --> 01:26:43.482
these independently and reporting them,

01:26:43.823 --> 01:26:43.963
Alex Volkov: Yeah.

01:26:43.983 --> 01:26:47.903
Josh Long: um, which is really interesting because
that doesn't seem like that happens very

01:26:48.023 --> 01:26:51.882
often. The last time that I remember that
this being like a big thing

01:26:52.543 --> 01:26:55.762
where a whole bunch of people
independently found the vulnerabilities

01:26:55.822 --> 01:27:00.363
and reported them was back with, uh, I
think it was in 2017, toward the end of

01:27:00.383 --> 01:27:04.222
the year, um, with Spectre and Meltdown,
and those kind of like came to light all

01:27:04.263 --> 01:27:07.962
of a sudden in January 2018, and everyone
was freaking out about those too.

01:27:08.223 --> 01:27:08.402
Alex Volkov: Yeah.

01:27:08.463 --> 01:27:12.962
Josh Long: Um, so kind of unusual to have a situation
like that where multiple groups are

01:27:13.023 --> 01:27:15.923
independently discovering the same
vulnerabilities and reporting them at the

01:27:15.983 --> 01:27:16.503
same time.

01:27:16.863 --> 01:27:21.903
Alex Volkov: So, I said that, Daybreak, the, the kind
of responsible security program that they

01:27:22.003 --> 01:27:26.083
allow slowly people into to, to be able to
extend the defender's window, whatever

01:27:26.162 --> 01:27:27.662
Greg Bachman called the defender's window,
right?

01:27:27.683 --> 01:27:31.783
Like, we have a limited time until all
these, like, other intelligence catches up

01:27:31.823 --> 01:27:33.243
to the frontier of cybersecurity.

01:27:33.463 --> 01:27:37.212
we have limited time, so Daybreak is their
system to let people into, and with GPT

01:27:37.333 --> 01:27:43.293
5.6, oh, sorry, 6.1 Sol, th- this is like
w- where they discovered the PHP

01:27:43.393 --> 01:27:45.492
vulnerabilities and disclosed it to PHP
Foundation, right?

01:27:45.733 --> 01:27:50.922
And also Calif and and Wiz and folks, th-
they apparently use Gemini Argon, f- for

01:27:51.003 --> 01:27:52.942
that as well. both arrived at the same
thing.

01:27:53.023 --> 01:27:56.863
What is that thing, Josh? Could you tell
us, like, what w- what folks need to be n-

01:27:57.223 --> 01:28:01.712
what folks need to know about the the PHP
2 shell, and what they need to do as well?

01:28:02.593 --> 01:28:07.712
Josh Long: Yeah, so, uh, the the most important thing
is, first of all, if you are running a PHP

01:28:07.913 --> 01:28:10.073
server, you need to make sure that it is
patched.

01:28:10.193 --> 01:28:14.133
Like, hopefully you patched yesterday
because, um, you know, these are pretty

01:28:14.233 --> 01:28:15.352
critical vulnerabilities.

01:28:15.513 --> 01:28:20.753
Um, a- as far as the the ratings go, um, a
10 is the highest.

01:28:21.032 --> 01:28:24.112
The CVSS score for these, I think, is 9.2.

01:28:24.513 --> 01:28:28.552
So it's like just about as critical as it
gets as far as vulnerabilities go.

01:28:29.032 --> 01:28:33.372
Um, so these are very severe flaws, um,
and it's very, very important to make sure

01:28:33.433 --> 01:28:35.012
that you are patched, uh,

01:28:35.193 --> 01:28:41.032
Alex Volkov: Severe enough that both the FBI and an NSA
accounts on Twitter and the Prime Minister

01:28:41.073 --> 01:28:41.672
of Japan

01:28:42.433 --> 01:28:46.693
and multiple other, like, state, big
state, like, companies all came out and

01:28:46.753 --> 01:28:49.253
said, hey, patch or go offline.

01:28:49.833 --> 01:28:49.973
Josh Long: Yeah.

01:28:49.993 --> 01:28:51.312
Alex Volkov: This is like how big this is.

01:28:51.353 --> 01:28:54.772
Like, you have to patch or completely take
your system offline until you are able to.

01:28:54.833 --> 01:28:58.883
Don't keep them online. this goes out to
everybody who listens to th- th- does run

01:28:58.903 --> 01:29:00.822
like PHP software, whatever WordPress is.

01:29:01.053 --> 01:29:05.592
we will say, though, uh, many companies
and clouds, if you are running things on

01:29:05.613 --> 01:29:09.932
the big clouds, they have protected this,
and if you have, like, a web firewall in

01:29:09.993 --> 01:29:12.493
front of your website, like a Cloudflare
or Vercel, right?

01:29:12.953 --> 01:29:16.283
those, they have released, they have
updated their, their web firewalls and

01:29:16.323 --> 01:29:18.302
have released, like, protections, but you
still have to patch.

01:29:18.443 --> 01:29:20.063
Like, it's still, like, very important.

01:29:20.123 --> 01:29:20.523
Yeah, Josh?

01:29:20.883 --> 01:29:22.963
Josh Long: Yeah, 100%. Yeah, I was gonna mention that
too.

01:29:23.043 --> 01:29:25.023
So I- I- I've seen a lot of, like,

01:29:25.683 --> 01:29:28.702
yeah, again, hype and kind of
misinformation going around online where

01:29:28.723 --> 01:29:32.183
people are saying, you know, you might
want to just stay off the web for the next

01:29:32.243 --> 01:29:35.762
couple of days, and and I- I'm like, well,
let's think about that.

01:29:35.843 --> 01:29:40.783
Let's break that down. Okay, so first of
all, the big Fortune 500 companies, um,

01:29:40.963 --> 01:29:43.322
are are going to have patched immediately.

01:29:43.603 --> 01:29:43.783
Um,

01:29:43.803 --> 01:29:43.942
Alex Volkov: Yeah.

01:29:43.963 --> 01:29:47.502
Josh Long: they already had web application firewalls
in place anyway, which would have

01:29:47.603 --> 01:29:49.602
mitigated those kind of, uh, attacks.

01:29:50.123 --> 01:29:55.623
So, um, there there has been an increase
in attempted attacks, uh, but,

01:29:55.963 --> 01:30:00.543
um, but because just about everybody's
behind something like Cloudflare, um, you

01:30:00.563 --> 01:30:00.942
know, they're

01:30:01.803 --> 01:30:06.223
pretty widely protected, like, even if you
haven't patched yet, but hopefully just

01:30:06.263 --> 01:30:07.922
about everybody has patched by now.

01:30:08.283 --> 01:30:11.982
Again, if you are running a PHP server,
you need to make sure you're on the latest

01:30:12.123 --> 01:30:13.183
patch. Um,

01:30:13.923 --> 01:30:15.843
uh, it- there's no excuse for that.

01:30:16.083 --> 01:30:19.022
Even if you do have a web application
firewall, you need to make sure you're

01:30:19.083 --> 01:30:23.082
patched. Um, but, but it's not the kind of
thing that people need to be, like,

01:30:23.403 --> 01:30:25.882
freaking out about, "Oh my gosh, like, can
I browse the web?

01:30:26.163 --> 01:30:28.522
Am I unsafe?" Well, think about it this
way.

01:30:28.643 --> 01:30:33.542
So, um, if, like, you shouldn't be
entering personal information into random

01:30:33.643 --> 01:30:35.083
websites anyway, right?

01:30:35.563 --> 01:30:36.002
So,

01:30:36.963 --> 01:30:40.803
like, it's- it's really- it's really
probably not something you need to be

01:30:41.083 --> 01:30:43.722
extra, like, height- on heightened alert
about, right?

01:30:43.883 --> 01:30:48.242
Um, like, go about your daily business,
don't worry about it too much, but it's,

01:30:48.443 --> 01:30:52.063
it's more on the side of the people who
are running websites, especially if you're

01:30:52.123 --> 01:30:55.522
not a Fortune 500 company who's got a big
security team and all that.

01:30:56.043 --> 01:30:56.362
Um,

01:30:57.043 --> 01:31:01.023
you probably are more likely to be
impacted by this because you need to patch

01:31:01.043 --> 01:31:01.462
yourself.

01:31:01.803 --> 01:31:05.543
Alex Volkov: Yeah, and hopefully folks are not self-
hosting those completely and hosting them

01:31:05.603 --> 01:31:10.052
on servers, and cloud providers that, that
they do kind of like patch because it's in

01:31:10.093 --> 01:31:12.232
the language itself. So that's one thing
that happened.

01:31:12.293 --> 01:31:14.288
PHP2Shell is, it's kind of crazy.

01:31:14.668 --> 01:31:17.197
the first class, but there's a few
vulnerabilities that were discussed.

01:31:17.258 --> 01:31:21.977
I, I do want to talk about the, the, the,
the eMudhra kind of like signature

01:31:22.058 --> 01:31:23.938
signing. Could you walk us through that
one, Josh?

01:31:23.978 --> 01:31:26.258
Like, uh, and Nisten, I see you like want
to chime in.

01:31:26.338 --> 01:31:30.887
Feel free to chime in here as well, if, if
your experience is like different, because

01:31:30.948 --> 01:31:36.028
we need to talk about the class of attacks
and discoveries getting faster and faster

01:31:36.068 --> 01:31:39.427
with AIs that are able to do this now, and
whether or not this is now our daily

01:31:39.468 --> 01:31:42.937
lives, like, should we always keep our OS
up to date and browser up to date now,

01:31:43.218 --> 01:31:45.477
which is good security practices, which
you can get to at the end.

01:31:45.618 --> 01:31:47.477
Nisten, you want to chime in here on about
something?

01:31:47.518 --> 01:31:47.997
I see.

01:31:48.018 --> 01:31:53.278
Nisten Tahiraj: Yeah, as as someone that built their own
router at home on Alpine Linux and sets

01:31:53.378 --> 01:31:58.038
own SE Linux policies, Josh, what about
people that just don't care at all?

01:31:58.578 --> 01:32:00.877
Like, they actually just do not,

01:32:01.538 --> 01:32:03.457
uh, care. Like, what does this go?

01:32:03.498 --> 01:32:08.458
Because I know I could run an LLM on
their, on their server or turn it into a

01:32:08.618 --> 01:32:11.277
botnet or something, it could harass
people.

01:32:11.298 --> 01:32:14.138
But what about, what about people that
they just, they still just do not

01:32:14.778 --> 01:32:15.097
care?

01:32:15.738 --> 01:32:17.297
Alex Volkov: When you say they don't care, what do you
specifically mean?

01:32:17.318 --> 01:32:17.518
You mean

01:32:17.538 --> 01:32:19.218
Nisten Tahiraj: I mean, literally do not care.

01:32:19.538 --> 01:32:20.718
Alex Volkov: No, but like about which part?

01:32:20.778 --> 01:32:22.638
About the fact that now there's
vulnerabilities outside?

01:32:22.658 --> 01:32:24.918
Nisten Tahiraj: About PHP on websites or their servers.

01:32:25.218 --> 01:32:26.058
Alex Volkov: Ah, yeah.

01:32:27.538 --> 01:32:30.377
Josh Long: So, so you're talking about like server
operators who don't care.

01:32:30.697 --> 01:32:34.457
Nisten Tahiraj: No, no, just the people that own the
these, these websites and that go to them.

01:32:34.778 --> 01:32:34.917
Josh Long: Ah,

01:32:34.938 --> 01:32:35.337
Alex Volkov: Yeah, server

01:32:35.618 --> 01:32:35.718
Josh Long: yeah.

01:32:35.738 --> 01:32:35.898
Alex Volkov: Yeah.

01:32:36.498 --> 01:32:40.097
Josh Long: So, so I, I guess, um, the thing that
people should be aware of, if you are

01:32:40.178 --> 01:32:43.718
running a website and you don't have a
patch and you don't feel like you need to

01:32:43.778 --> 01:32:48.337
worry about this, um, you probably don't
understand the severity of situation,

01:32:48.378 --> 01:32:52.377
right? So, so anytime that there are major
vulnerabilities just flapping in the wind,

01:32:52.458 --> 01:32:56.618
right? Like, uh, somebody else could come
along and pretty much compromise your

01:32:56.697 --> 01:33:00.138
site. They could, um, could take your site
offline, right?

01:33:00.218 --> 01:33:03.277
If, if you're running an e-commerce site,
um, guess what?

01:33:03.298 --> 01:33:06.038
You're not gonna have sales, but it gets
worse than that because now it's

01:33:06.138 --> 01:33:07.978
reputational damage to you, right?

01:33:08.418 --> 01:33:12.958
So, um, it- nobody's ever gonna trust you
again if they know that the last time they

01:33:12.978 --> 01:33:16.038
went to your site, um, it was compromised,
right?

01:33:16.138 --> 01:33:20.658
It- and- and, you know, and- ...there are
different things that could happen with

01:33:20.698 --> 01:33:24.778
that compromise. Sometimes it's a very,
like, public, obvious thing where somebody

01:33:24.898 --> 01:33:25.977
defaces the website.

01:33:26.138 --> 01:33:31.138
Um, other times it might be, um, sort of a
more behind the scenes thing where

01:33:31.498 --> 01:33:37.158
they're, uh, they're in there, but they're
not making themselves, like, widely known,

01:33:37.258 --> 01:33:41.557
so they're kind of, like, able to steal,
um, information that people are providing

01:33:41.618 --> 01:33:42.738
to the website, right?

01:33:43.218 --> 01:33:46.018
Potentially including sensitive
information, might be credit card numbers

01:33:46.058 --> 01:33:48.358
or whatever else people are typing into
the site, right?

01:33:48.418 --> 01:33:49.418
So, um,

01:33:50.658 --> 01:33:54.617
i- i- it's- it's a- an important
responsibility.

01:33:54.698 --> 01:33:58.478
If you are choosing to run your own
server, you need to make sure to keep it

01:33:58.618 --> 01:34:00.057
patched. That's super important.

01:34:00.138 --> 01:34:05.078
Uh, if n- if for no other reason than your
own, you know, reputation, um, you need to

01:34:05.138 --> 01:34:06.297
make sure to keep it patched.

01:34:06.778 --> 01:34:09.998
Alex Volkov: So, ThursdAI is focused on engineers and
folks who are building in the public,

01:34:10.038 --> 01:34:11.857
right? So many of us are running websites.

01:34:11.898 --> 01:34:15.058
There was also some vulnerabilities in
Node.js, which folks need to know about

01:34:15.078 --> 01:34:16.258
and, like, patch their Node.js.

01:34:16.358 --> 01:34:20.098
There was also, supply chain attacks that,
you know, hopefully they were patched with

01:34:20.203 --> 01:34:23.698
sorry, LiteLLM. The other class of a big
vulnerability that was discovered was not

01:34:23.778 --> 01:34:27.497
related to AI at all. It was like complete
negligence from the company called eMudhra

01:34:27.578 --> 01:34:31.338
that they signed HTTPS certificates, and
instead of,

01:34:31.978 --> 01:34:34.798
Josh, please correct me if I'm wrong here,
but like I'm not a cybersecurity expert at

01:34:34.858 --> 01:34:35.938
all, but like instead of a

01:34:36.978 --> 01:34:42.807
24 or 48 like, like long character signing
key, the keys were literally just,

01:34:43.168 --> 01:34:46.128
one of them was just like like the number
4, one of them was 56, whatever.

01:34:46.488 --> 01:34:50.607
Some faulty thing, could be, I don't know,
led to the fact that those security,

01:34:51.174 --> 01:34:53.134
signatures were compromised completely.

01:34:53.774 --> 01:34:55.933
That is a different class of things to
worry about.

01:34:56.034 --> 01:34:59.553
Could you walk us through, what, what a,
how should I say, a compromised HTTPS

01:35:00.153 --> 01:35:03.064
signature, affects, how it affects people
in the wild.

01:35:03.783 --> 01:35:07.443
Josh Long: Right, um, and and by the way, this is
actually not the first time with eMudhra,

01:35:07.504 --> 01:35:11.344
that's not not the first time we've had a,
um, a similar situation.

01:35:11.504 --> 01:35:16.744
So, um, I actually, um, wrote a blog post
way back in like 2011 about a company

01:35:16.783 --> 01:35:22.304
called DigiNotar, um, that, uh, had a ha-
had a situation where

01:35:22.664 --> 01:35:27.783
their um, uh, root certificate authority
was, uh, was compromised.

01:35:28.024 --> 01:35:32.844
Basically, what happens in these kind of
situations is that, um, uh, anybody who

01:35:32.984 --> 01:35:38.703
wants to can create their own certificate
impersonating any website that they want.

01:35:39.144 --> 01:35:44.903
Um, now that doesn't mean that, um,
anybody out on the- the- the web could,

01:35:45.184 --> 01:35:46.684
um, reasonably,

01:35:47.904 --> 01:35:52.043
like, imitate Google. This is more of a,
like, a- a- a- um, they call it a

01:35:52.144 --> 01:35:54.043
man-in-the-middle type situation, right?

01:35:54.144 --> 01:35:59.504
So if, for example, like, let's say that,
um, you went to your local

01:35:59.784 --> 01:36:05.364
restaurant or cafe or whatever, uh, hopped
on their public Wi-Fi, uh, publicly

01:36:05.384 --> 01:36:06.504
available Wi-Fi, right?

01:36:06.704 --> 01:36:12.204
And, uh, and somebody, um, running, uh, or
who was, um,

01:36:12.543 --> 01:36:14.464
could insert themselves in the middle,
right?

01:36:14.543 --> 01:36:18.224
So- so basically the, um, the person
hosting that Wi-Fi,

01:36:19.064 --> 01:36:23.763
um, or de- depending on- on the situation
with, uh, you know, if it's like an open

01:36:23.864 --> 01:36:25.464
Wi-Fi network, maybe even somebody

01:36:26.104 --> 01:36:30.743
on the same network, um, could find a way
to get in between you and the website that

01:36:30.784 --> 01:36:31.904
you're trying to access.

01:36:32.464 --> 01:36:37.504
Um, if they had one of these
vulnerability, uh, vulnerable, um,

01:36:37.824 --> 01:36:43.663
certificates issue or that appeared to be
issued by eMudhra, um, if your browser

01:36:44.224 --> 01:36:50.103
trusted that eMudhra root certificate, um,
then it would trust that you

01:36:50.584 --> 01:36:53.603
were actually going to, for example,
Google.com or wherever

01:36:53.624 --> 01:36:53.723
Alex Volkov: Mhm.

01:36:53.744 --> 01:36:57.924
Josh Long: you were trying to go. Um, so it- th-
there's a lot of things that kind of have

01:36:57.984 --> 01:37:01.963
to- to be in place that- that- it's that
man-in-the-middle aspect of it that makes

01:37:02.024 --> 01:37:06.423
it, like, probably not as big of a deal as
I think a lot of people worry that it is.

01:37:07.024 --> 01:37:12.424
Um, I have seen people, you know, s-
suggest that it's, uh, a- again, kind of

01:37:12.464 --> 01:37:13.624
one of these world-ending events.

01:37:13.944 --> 01:37:18.944
It is pr- a problem, no doubt, and, uh, so
the major browsers, if you're keeping your

01:37:19.024 --> 01:37:22.564
browser up to date, that's really
important because they've already removed,

01:37:22.784 --> 01:37:24.123
um, that certificate.

01:37:24.504 --> 01:37:28.923
Um, Apple is the one that's kind of a
little bit problematic right now because,

01:37:29.184 --> 01:37:35.024
um, uh, Apple takes a long time to, uh, i-
in- in between patches,

01:37:35.144 --> 01:37:38.804
right? So they haven't put out a new
version of Safari, at least, uh, unless

01:37:38.863 --> 01:37:41.124
they did, like, in the last hour or so.

01:37:41.304 --> 01:37:41.443
Alex Volkov: Yeah.

01:37:41.664 --> 01:37:44.543
Josh Long: Um, there's not a new version of Safari
out yet.

01:37:44.984 --> 01:37:45.344
Um,

01:37:46.224 --> 01:37:50.923
uh, and and Apple does take a long time
typically to release patches, just in

01:37:51.064 --> 01:37:56.923
general. Um, but if you're running, you
know, Google Chrome, uh, Brave, you know,

01:37:57.344 --> 01:38:01.603
Edge, whatever, they've got patches for
all of the, uh, Firefox, for all the all

01:38:01.624 --> 01:38:07.043
the major, um, browsers have already
removed the eMudhra certificate, so nobody

01:38:07.084 --> 01:38:12.624
else can pretend to have a, a, uh, a, a
signed

01:38:12.704 --> 01:38:14.123
certificate that, you know,

01:38:14.863 --> 01:38:16.744
can let you impersonate something like
Google.

01:38:16.784 --> 01:38:18.744
Alex Volkov: Impersonate and then decode traffic.

01:38:18.784 --> 01:38:20.029
I think this is like the biggest thing,
right?

01:38:20.029 --> 01:38:22.813
like the man in the middle part that
you're talking about, like HTTPS traffic

01:38:22.934 --> 01:38:25.423
is s- secured, and this is why the
signatures those exist.

01:38:25.704 --> 01:38:30.274
If they pretend to be one of those, they
can say, hey, I am an legit HTTPS like

01:38:30.294 --> 01:38:33.773
thing, but then decode the traffic that's
supposed to secure, like credit card data

01:38:33.894 --> 01:38:38.094
and other stuff. if you're still browsing
and not going to HTTPS only sites, that's

01:38:38.153 --> 01:38:40.974
a problem. But if you are, now you update
your browser.

01:38:41.034 --> 01:38:42.403
I think that this is like the most
important part.

01:38:42.449 --> 01:38:47.113
it's very, very important to update the
browsers, update the OS systems as fast as

01:38:47.214 --> 01:38:48.373
possible. Um,

01:38:49.054 --> 01:38:54.754
and I would go and say as far as don't go
to websites they're not big and known to

01:38:54.934 --> 01:38:58.153
purchase stuff as well and enter your
credit cards is always a good advice, but

01:38:58.214 --> 01:39:01.083
the, like, the best advice right now is
just don't go to a random janky website,

01:39:01.364 --> 01:39:02.484
enter credit card form.

01:39:02.999 --> 01:39:06.938
Nisten Tahiraj: By the way, the certificate key, what
happened there is that during the key

01:39:06.999 --> 01:39:12.358
signing ceremony, the 384-bit key was just
changed to a 4, which is so sketchy, but

01:39:12.559 --> 01:39:13.877
also so elegant.

01:39:14.479 --> 01:39:18.248
And, in my opinion, yeah, it was
definitely a human that did that

01:39:18.849 --> 01:39:21.549
because they just found out that, like,
the private key was literally just the

01:39:21.629 --> 01:39:22.809
number 4. Like,

01:39:22.829 --> 01:39:22.929
Alex Volkov: Yeah.

01:39:22.949 --> 01:39:25.829
Nisten Tahiraj: if it was an LLM, it would have at least
done something better.

01:39:25.989 --> 01:39:26.389
That was,

01:39:27.229 --> 01:39:28.028
that was definitely,

01:39:28.629 --> 01:39:31.148
uh, the humans. It's, it's pretty, it's
pretty funny.

01:39:31.189 --> 01:39:34.968
But the update, um, I'm like rebooting a
whole bunch of stuff right now, I just

01:39:35.029 --> 01:39:35.549
realized.

01:39:36.749 --> 01:39:39.769
Alex Volkov: Yeah, there's a lot of like, there's a lot
of, non, like, again, for, for folks who

01:39:39.789 --> 01:39:42.847
are maintaining servers, not folks who are
just browsing the web, there's a lot of

01:39:43.488 --> 01:39:48.267
work to do now to upgrade, know, Linuxes
and, and, PHP versions and Node versions

01:39:48.348 --> 01:39:49.618
and et cetera. so

01:39:50.498 --> 01:39:54.063
hug ops to everybody who spent a lot of
time lately not going to sleep to like

01:39:54.063 --> 01:39:56.098
like try to mitigate the scope of these
attacks.

01:39:56.138 --> 01:39:57.798
The last thing that we do want to talk
about

01:39:58.498 --> 01:40:02.297
this week also, and it seems to be picking
up, is hacks on

01:40:02.938 --> 01:40:07.477
like major companies. So OpenCode was
hacked, what, a week ago or so, and they

01:40:07.538 --> 01:40:11.388
like publicly talked about this. And now
Railway, which is a deployment place where

01:40:11.428 --> 01:40:14.137
you like deploy your websites and put the
websites, was also hacked.

01:40:14.198 --> 01:40:18.558
And like the h- the thing that seems to be
happening there, and we would love to chat

01:40:18.638 --> 01:40:22.217
with all of you guys about this, is that
the extraction of API keys, specifically

01:40:22.318 --> 01:40:25.917
LLM API keys, is now what's happening
because that's money.

01:40:26.198 --> 01:40:28.917
That's literal money to those hackers,
right?

01:40:28.958 --> 01:40:32.517
Whereas previously, you know, in the world
of, uh, let's say

01:40:33.718 --> 01:40:37.507
DeFi and and crypto, you would hack
something because you can, like, sell

01:40:37.548 --> 01:40:40.387
those tokens immediately and then get
valuable money.

01:40:40.928 --> 01:40:44.567
when somebody hacks a website, your
personal data, you can sell it on the open

01:40:44.808 --> 01:40:47.907
dark web, but o- dark web has your
personal data at this point already.

01:40:48.008 --> 01:40:51.168
I'm I'm not sure how much your SSN is
worth right now.

01:40:51.877 --> 01:40:56.298
but your API key to OpenAI, if it hasn't
have a limit on it,

01:40:56.918 --> 01:40:59.477
that's essentially like a f- free and
direct access to your credit.

01:41:00.398 --> 01:41:04.038
And there's a lot of folks who are buying
those keys for distillation purposes on

01:41:04.058 --> 01:41:07.138
the black market. There's like many, many
folks who cover the API keys on the black

01:41:07.178 --> 01:41:10.477
market. So that seems to be what's
happening right now with Railway and uh,

01:41:10.648 --> 01:41:13.357
and OpenCode as well, which I think
OpenCode caught up as well.

01:41:13.627 --> 01:41:13.787
and

01:41:14.793 --> 01:41:15.853
thoughts on this, folks?

01:41:15.914 --> 01:41:18.713
Will this keep happening like, like with
agent swarms?

01:41:18.754 --> 01:41:20.054
This is, is this the defender

01:41:20.714 --> 01:41:23.574
window that Greg Bachman talked about
coming to a close?

01:41:23.914 --> 01:41:25.314
Are we at the place where, like,

01:41:26.194 --> 01:41:28.194
it's gonna be great, but for a while it's
gonna be sucky?

01:41:28.233 --> 01:41:30.093
Like, how how to protect yourselves
against it?

01:41:30.154 --> 01:41:32.594
Would love to hear opinions around, like,
that specific thing.

01:41:35.233 --> 01:41:36.033
Nisten Tahiraj: Just use

01:41:36.874 --> 01:41:38.833
TailScale everywhere and uh,

01:41:39.874 --> 01:41:40.793
eh, yeah.

01:41:41.514 --> 01:41:43.194
TailScale, Two Factor,

01:41:43.954 --> 01:41:48.414
and uh, just just vibe code your own
dependencies and

01:41:49.234 --> 01:41:51.233
vibe code your own home firewall,

01:41:52.114 --> 01:41:58.094
and just, just don't trust any, any type
of like sales or marketing material for

01:41:58.274 --> 01:42:01.994
a product. If you can't see the code or
your agents can't see it, you, you

01:42:02.154 --> 01:42:03.353
literally just cannot trust it.

01:42:03.794 --> 01:42:06.554
I, I don't, I don't know what else to, to
tell people.

01:42:07.740 --> 01:42:13.460
Peter Gostev: Again, my, my question, something I don't,
I don't really have a good feel for is, us

01:42:13.780 --> 01:42:18.500
people in security, like everyone, are
they taking it like properly seriously?

01:42:18.740 --> 01:42:23.460
Because it's just weird how these things
keep happening, and like the OpenCode

01:42:23.500 --> 01:42:26.939
team, they didn't have access to the, to
Daybreak, right?

01:42:27.380 --> 01:42:30.580
It just feels like such a trivial thing,
like surely you can just do that.

01:42:30.660 --> 01:42:34.140
So I don't know, like, do you feel like
they're taking it seriously or not, not

01:42:34.220 --> 01:42:36.019
quite, Penny hasn't quite up yet?

01:42:38.780 --> 01:42:42.240
Josh Long: I- it's, it's interesting because I, I
think, um, so I'll,

01:42:43.020 --> 01:42:44.540
and you mentioned vibe coding, right?

01:42:44.620 --> 01:42:47.340
Obviously, there's a lot of people who
are, who are just trying to do their own

01:42:47.420 --> 01:42:51.739
thing, and, and, and, uh, and I think
that's where a lot of times these API keys

01:42:51.780 --> 01:42:54.640
will leak is because, you know, they're,
they're, they're

01:42:55.620 --> 01:42:58.820
unintentionally putting their API key in a
public place, right?

01:42:58.900 --> 01:43:00.359
And then someone can grab it, right?

01:43:00.460 --> 01:43:03.700
That, that is- is one of the problems that
we're seeing.

01:43:04.180 --> 01:43:05.080
Uh, that's happened

01:43:05.780 --> 01:43:06.499
multiple times,

01:43:07.100 --> 01:43:11.480
um, where somebody's just, uh,
unintentionally exposed their own, uh,

01:43:11.900 --> 01:43:16.279
private API key. That's- that's kind of
problematic, and- and I think that, um,

01:43:16.460 --> 01:43:20.479
you know, if- again, if you've never run
your own service publicly, and now you're

01:43:20.500 --> 01:43:23.180
trying to do that for the first time, and
you don't really understand kind of how

01:43:23.220 --> 01:43:26.700
these things work, because most people,
uh, probably really don't.

01:43:26.820 --> 01:43:28.740
Like, the average person really doesn't
get that.

01:43:29.260 --> 01:43:33.439
Um, they don't understand what the
potential problems are with exposing keys

01:43:33.540 --> 01:43:37.979
like that. Um, and so, you know, they just
go with whatever output they get.

01:43:38.060 --> 01:43:41.340
It seems to work when they're testing it,
and so they just publish it to- to the

01:43:41.420 --> 01:43:46.220
web. And so sometimes that's how these
things get- get exposed, which, you know,

01:43:46.540 --> 01:43:49.700
and- and- and I don't expect that
everyone's going to be a security expert,

01:43:49.740 --> 01:43:49.940
right?

01:43:49.980 --> 01:43:50.399
Alex Volkov: Yeah.

01:43:50.420 --> 01:43:54.139
Josh Long: And not everybody knows to, you know,
prompt like, hey, is there anything about

01:43:54.260 --> 01:43:59.359
this that, like, maybe I should consider
doing to harden this before I publish this

01:43:59.420 --> 01:44:01.540
to the open web and start advertising it?

01:44:02.060 --> 01:44:05.560
Um, it would be nice if people thought to
do that, or if, uh, that was like sort of

01:44:05.659 --> 01:44:09.379
baked in whenever you're developing
something, uh, vibe coding something, but.

01:44:10.380 --> 01:44:11.079
Alex Volkov: There is a reason

01:44:11.740 --> 01:44:11.860
why

01:44:13.140 --> 01:44:13.620
it took

01:44:14.580 --> 01:44:17.200
over 8, uh, Peter, we we talked about
this, I think, on the public.

01:44:17.220 --> 01:44:20.479
There is a reason why it took over 8, 9
months for the bigger companies to release

01:44:20.520 --> 01:44:22.019
something like a personal agent to you.

01:44:22.740 --> 01:44:25.779
Like OpenClaw and Hermes, which you run on
your computer and you're kind of in charge

01:44:25.820 --> 01:44:27.439
of the security itself, that's one thing.

01:44:27.500 --> 01:44:31.360
There's a completely another thing to
allow people to provide their passwords,

01:44:31.620 --> 01:44:33.960
passwords, and then save them in the, in
like a local,

01:44:35.060 --> 01:44:36.100
but secure way.

01:44:36.220 --> 01:44:37.499
that the LM doesn't have access to.

01:44:37.540 --> 01:44:41.760
Like, all that infrastructure has to be in
place for people to like, to, to, to go

01:44:41.860 --> 01:44:45.119
trust because like if one of those
vulnerabilities goes around and actually

01:44:45.140 --> 01:44:49.030
like steals your data from your personal
AI assistant, it's gonna be like awful for

01:44:49.150 --> 01:44:50.269
a reputation of the company.

01:44:50.350 --> 01:44:54.450
There is a reason why, like, only now,
almost a year after Peter Steinberg

01:44:54.490 --> 01:44:58.330
innovated with the OpenClaw, we're seeing
these companies step in, despite them very

01:44:58.390 --> 01:45:01.849
clearly realizing the benefits of, hey,
personal agents is like much more sticky,

01:45:01.950 --> 01:45:05.890
sells more tokens, it's harder to to to
switch from, et cetera, because there's

01:45:05.970 --> 01:45:09.939
security there. Wolfram, to your, to your
metaphor from before, building your house

01:45:10.040 --> 01:45:13.300
versus renting it, so I would, I would add
on that metaphor, given the security

01:45:13.420 --> 01:45:14.619
considerations we're talking about now.

01:45:14.930 --> 01:45:18.650
this is the difference between building
your house and not really knowing what a,

01:45:18.680 --> 01:45:23.349
a door bolt, security bolt is, and living
in a high-rise apartment with a security

01:45:23.410 --> 01:45:27.430
guard at the door, right? Like Muse, the
folks have hired, Moxie, Marlinspike, the

01:45:27.450 --> 01:45:29.370
folks from Signal for the E2E connections.

01:45:29.395 --> 01:45:32.560
cetera. They are known for security
significantly more than you just like vibe

01:45:32.620 --> 01:45:36.940
coding your server in Nginx and running
this on, on like PHP, which is now fully

01:45:37.100 --> 01:45:38.419
compromised, which is scary.

01:45:38.700 --> 01:45:42.440
The practical advice that we want to give
folks is, obviously, if you are having any

01:45:42.540 --> 01:45:47.750
API tokens, and you were on those exposed
websites, OpenCode, or Railway, et cetera,

01:45:47.950 --> 01:45:51.009
rotate them. Like, know which agent has
which API token.

01:45:51.050 --> 01:45:52.070
It's very, very important.

01:45:52.190 --> 01:45:56.069
I know it's a pain in the ass, but at days
like this, a pain in the ass is very well

01:45:56.150 --> 01:45:58.549
worth it. Put caps on your API tokens as
well.

01:45:59.390 --> 01:46:00.829
Put caps in email notifications.

01:46:01.110 --> 01:46:04.295
Get email notifications when your API keys
are like running out.

01:46:04.350 --> 01:46:04.859
put, uh, you know,

01:46:05.660 --> 01:46:09.880
it's better to to to put auto auto refill
because then you at least get a

01:46:09.920 --> 01:46:13.000
notification from your credit card
statement that like your key has been auto

01:46:13.060 --> 01:46:16.200
refilled. So if you see like multiple ones
happening in succession, you'd be able to

01:46:16.240 --> 01:46:19.899
like run and stop this bleed, basically,
if your key was exposed.

01:46:20.060 --> 01:46:21.419
Rotating keys is very important.

01:46:22.020 --> 01:46:24.980
And I think the the last thing is very
clear for many people.

01:46:25.060 --> 01:46:26.219
Many people don't have this yet.

01:46:26.740 --> 01:46:28.460
Use a goddamn password manager.

01:46:29.460 --> 01:46:32.760
Use a password manager and store those
keys so you don't have to remember them

01:46:32.780 --> 01:46:33.980
and put them in files.

01:46:34.340 --> 01:46:40.059
It is, it is increasingly more important
now than it used to be before, given that,

01:46:40.219 --> 01:46:41.940
you know, you're giving your keys to
agents, etcetera.

01:46:42.100 --> 01:46:43.179
Wolfram, you want to chime in with some

01:46:43.820 --> 01:46:45.199
security practices simple for folks?

01:46:45.260 --> 01:46:47.959
Wolfram Ravenwolf: Yeah, you, you already gave the practice I
wanted to mention, but

01:46:48.740 --> 01:46:52.199
you should treat it like a credit card,
but it's even worse than that because the

01:46:52.300 --> 01:46:56.239
credit card, you also have the CVC number,
and you often have to do a two-factor to

01:46:56.340 --> 01:46:57.119
authorize a payment.

01:46:57.180 --> 01:46:59.959
Alex Volkov: And credit cards are secure and protected
by the credit card companies.

01:47:00.060 --> 01:47:03.679
I don't think your API key is gonna get
re- refunded by OpenAI if it was leaked.

01:47:03.940 --> 01:47:05.279
Like a very, very big point.

01:47:05.300 --> 01:47:06.179
Like they can, you know.

01:47:06.580 --> 01:47:09.760
Wolfram Ravenwolf: Yeah. So treat them even more securely
than your credit.

01:47:09.820 --> 01:47:10.039
Alex Volkov: Yeah.

01:47:10.060 --> 01:47:14.900
Nisten Tahiraj: I, I, I have the most fun advice, just to
install TailScale everywhere and give it

01:47:14.980 --> 01:47:18.579
to your, uh, go on Instagram on your Meta
Muse,

01:47:19.219 --> 01:47:24.820
and then, uh, you just talk to, uh, Muse
on Instagram and just be like, hey, every

01:47:24.900 --> 01:47:29.880
day just go on every single device I have
and run a security check of every NPM and

01:47:30.260 --> 01:47:32.000
and PIP, uh,

01:47:32.740 --> 01:47:34.219
needed thing, and just give me a report.

01:47:34.260 --> 01:47:34.719
I- I-

01:47:35.320 --> 01:47:36.679
I'm joking to do it with Muse.

01:47:36.980 --> 01:47:38.140
I- I do it with Opus.

01:47:38.620 --> 01:47:42.660
It- but it's a very simple prompt, just
every day at 6 a.m.,

01:47:43.340 --> 01:47:48.160
uh, just check every single pip, NPM,
Linux package, whatever I have on my

01:47:48.260 --> 01:47:52.799
system, and give me, and also check up
the, the latest, like, uh, SNIC and Socket

01:47:52.860 --> 01:47:57.179
IO news, and give me just an overall
security report of what I need to do, or

01:47:57.260 --> 01:47:58.679
send me an alert if it's something bad.

01:47:59.140 --> 01:48:01.040
That's it. It just runs it every day.

01:48:01.100 --> 01:48:05.019
It's pretty simple. That's what's saved my
ass almost all the time.

01:48:06.040 --> 01:48:10.220
Alex Volkov: Josh, any any other chimes into, like,
what folks can realistically do to to,

01:48:10.240 --> 01:48:14.579
like, at least somewhat protect themselves
in this world of increasing

01:48:15.960 --> 01:48:17.999
security vulnerabilities and and agent
hacks?

01:48:19.000 --> 01:48:24.979
Josh Long: Yeah, I, uh, so generally speaking, um,
the the standard security vice advice just

01:48:25.040 --> 01:48:26.659
kind of applies here, so, um.

01:48:26.680 --> 01:48:28.100
Alex Volkov: Eat your vegetables type stuff, yes.

01:48:28.240 --> 01:48:29.259
Josh Long: Yeah, yeah, yeah, yeah.

01:48:29.400 --> 01:48:33.680
So, like, obviously make sure you're using
multi-factor authentication on everything,

01:48:34.200 --> 01:48:37.259
uh, you know, make sure you're keeping
your operating system, your browser, and

01:48:37.320 --> 01:48:41.579
everything up to date. Um, when there are
new patches issued, make sure you, uh,

01:48:41.680 --> 01:48:47.579
apply them quickly. Um, the- the one kind
of caveat here, the- the irony is that,

01:48:47.760 --> 01:48:52.199
uh, you know, with some of these, uh,
software supply chain attacks, right, the-

01:48:52.240 --> 01:48:57.660
the LiteLLM thing, um, uh, that's, um, one
of those awkward

01:48:57.760 --> 01:49:01.360
situations where if you are following that
best practice of, like, updating

01:49:01.440 --> 01:49:03.739
immediately, like, as soon as something
comes out,

01:49:04.079 --> 01:49:04.219
Alex Volkov: Yeah.

01:49:04.280 --> 01:49:09.319
Josh Long: um, you could ironically end up getting
compromised, um, instead because of that

01:49:09.400 --> 01:49:10.639
su- a supply chain attack.

01:49:11.040 --> 01:49:14.699
It's- it's kind of a- one of those
unfortunate catch-22 situations, but

01:49:14.960 --> 01:49:19.320
generally speaking, for- for anyone
listening, uh, if- if you

01:49:20.000 --> 01:49:24.939
keep everything up to date and, and update
pretty quickly, um, that's the best way

01:49:25.120 --> 01:49:26.119
you can protect yourself.

01:49:26.440 --> 01:49:29.540
Alex Volkov: Let's draw a very clear distinction here
between what you keep up to date and what

01:49:29.600 --> 01:49:30.799
you need to, like, wait for.

01:49:30.930 --> 01:49:33.930
supply chain attacks, they apply to
package management, right, for software

01:49:33.950 --> 01:49:38.590
engineers. So if you are installing from
UV or PIP or NPM or like PNP, whatever

01:49:38.730 --> 01:49:43.130
those packages, those packages can get,
exposed by hacking the folks who

01:49:43.570 --> 01:49:47.040
distribute those packages and then put
like, key extraction things or other

01:49:47.140 --> 01:49:48.220
things that can hurt your system.

01:49:48.630 --> 01:49:50.349
do not update those just willy-nilly.

01:49:50.430 --> 01:49:53.760
There needs to be a period of 24 hours, at
least

01:49:54.600 --> 01:49:58.320
to let the folks know that they've been
hacked and like claw back the, the, the

01:49:58.400 --> 01:50:00.160
LiteLLM, like exposed.

01:50:00.270 --> 01:50:01.869
this is what's called the supply chain
attacks.

01:50:02.590 --> 01:50:06.729
Browsers, and we haven't seen like any
supply chains and browser update, like

01:50:06.830 --> 01:50:10.370
update your browsers immediately, update
your operating systems as soon as those

01:50:10.510 --> 01:50:14.089
patches come out. And for PHP and other
places, you have to patch the actual

01:50:14.230 --> 01:50:16.089
patches that they released on your system.

01:50:16.150 --> 01:50:17.969
So those are like kind of like different
things.

01:50:18.270 --> 01:50:21.029
Package manager supply chain attacks do
not update immediately.

01:50:21.150 --> 01:50:24.789
In fact, the best practice that we know to
to help you against supply chain attacks

01:50:24.890 --> 01:50:29.669
is to put a blocker to say, hey, I'm not
installing any packages that are like at

01:50:29.750 --> 01:50:33.749
least 24 hours old, because hopefully in
the 24 hours that passed, the, the folks

01:50:33.910 --> 01:50:38.290
who got hacked and the package was like
infected, the, the package manager, you

01:50:38.310 --> 01:50:39.989
know, will take it back, right, claw it
back.

01:50:40.270 --> 01:50:43.249
That, so package managers do not install
the new ones, don't keep them up to date,

01:50:43.270 --> 01:50:47.829
like Josh was saying. Uh, operating
systems, phones, uh, you know, browsers,

01:50:47.950 --> 01:50:48.949
those things need to be,

01:50:49.590 --> 01:50:52.769
when you see the update notification, hit
that, like literally

01:50:53.710 --> 01:50:53.969
update.

01:50:54.070 --> 01:50:55.210
Josh Long: Yeah. Well, well said.

01:50:55.270 --> 01:50:59.249
That's a good distinction to make, uh,
between stuff that, like, consumers are

01:50:59.310 --> 01:51:02.670
running typically versus stuff that is
running behind the scenes, right?

01:51:02.750 --> 01:51:02.889
Alex Volkov: Yeah.

01:51:02.910 --> 01:51:04.989
Josh Long: So, so yeah, really good point about that.

01:51:05.310 --> 01:51:10.949
Um, eh, eh, f- for a lot of software, um,
supply chain attacks, um,

01:51:11.310 --> 01:51:13.429
s- some- sometimes they're caught quickly.

01:51:13.590 --> 01:51:17.669
Sometimes they're caught, you know, within
a couple of hours, like the LiteLLM thing

01:51:17.870 --> 01:51:22.970
recently. So, uh, i- in other cases, they
might kind of linger a little longer than

01:51:23.030 --> 01:51:28.429
that. Um, so, uh, but- but I- I think
that's that 24-hour thing, unless you know

01:51:28.530 --> 01:51:31.409
there's some vulnerability that you have
to patch right now,

01:51:31.710 --> 01:51:31.849
Alex Volkov: Yeah.

01:51:31.990 --> 01:51:34.449
Josh Long: uh, that was just fixed in the latest
version, right?

01:51:34.550 --> 01:51:37.570
And if something like that does happen,
they're gonna make a big deal out of it,

01:51:37.630 --> 01:51:40.990
right? They'll let people know it's gonna
be a well-known, like, public thing, more

01:51:41.030 --> 01:51:41.530
than likely.

01:51:41.870 --> 01:51:42.009
Alex Volkov: Yeah.

01:51:42.150 --> 01:51:45.229
Josh Long: Um, and in those cases, maybe you need to
patch right away.

01:51:45.670 --> 01:51:49.489
Um, if it's not that kind of a situation
where you know there's some urgent

01:51:49.630 --> 01:51:53.049
vulnerability that's got to be patched,
then w- again, when we're talking about

01:51:53.110 --> 01:51:58.370
the software supply chain kind of things,
um, probably a good idea to, to wait a

01:51:58.510 --> 01:52:00.150
little bit of time just to make sure.

01:52:00.670 --> 01:52:02.389
Alex Volkov: Hi, folks, we're coming to the end of the
show.

01:52:02.470 --> 01:52:05.440
Josh, thank you so much for joining us
and, and very clearly, helping folks and

01:52:05.700 --> 01:52:07.520
with, with, with positivity in mind as
well.

01:52:07.560 --> 01:52:11.869
I think it's very important because, my,
my, my comment to many folks in the group

01:52:11.890 --> 01:52:13.010
chats who are freaking the fuck out.

01:52:13.290 --> 01:52:15.459
Uh, if you are freaking out on X, yes,
it's scary.

01:52:15.520 --> 01:52:18.679
Yes, there's a lot of stuff. The algorithm
is poised.

01:52:19.000 --> 01:52:23.179
This is what the algorithm loves when you
click on the, on the thing and you hover

01:52:23.240 --> 01:52:26.539
and you're like, oh, and even if you
comment and write something in that area,

01:52:26.920 --> 01:52:30.340
the, the, the fear and gloom and FUD and
like all of these things the algorithm

01:52:30.360 --> 01:52:34.539
absolutely loves. So you are, will get
constantly people who are like first

01:52:34.640 --> 01:52:37.480
joining the algorithm and to get some
clicks, but also like people who just

01:52:37.520 --> 01:52:38.600
comment on the same stuff, right?

01:52:38.810 --> 01:52:42.290
but you you'll be fed this fear over and
over again in different forms and

01:52:42.330 --> 01:52:45.280
different types, different varieties, uh,
because the algorithm loves the

01:52:45.340 --> 01:52:48.240
engagement. It does not mean the sky's
falling, go out, touch some grass, and

01:52:48.280 --> 01:52:52.300
then come back and run some security stuff
because it is important, but it's like the

01:52:52.380 --> 01:52:56.180
the the internet. I've seen some folks
say, hey, go take out, you know, 20,000

01:52:56.220 --> 01:52:59.340
dollars in cash to put it because like the
the banks are like all done.

01:53:00.180 --> 01:53:03.880
Scary, but I don't know if we're quite
there yet because, yeah, the companies are

01:53:04.020 --> 01:53:05.385
patching the PHP stuff, right?

01:53:05.625 --> 01:53:10.035
but definitely there's a lot of stuff that
that the can of worms has been opened, and

01:53:10.195 --> 01:53:12.155
be security mindful as well.

01:53:12.385 --> 01:53:14.244
So yeah, I think may- maybe this is the
advice.

01:53:14.585 --> 01:53:19.644
We all now have access to, basically
security, like, uh, experts, if we can,

01:53:19.665 --> 01:53:22.435
like, knock on Josh's door, everybody, to
run stuff for us.

01:53:22.495 --> 01:53:25.875
So definitely use that. the other thing
that you did bring, and it's kind of like

01:53:25.915 --> 01:53:28.375
a breaking news type situation, Peter,
thank you for bringing this up.

01:53:28.625 --> 01:53:30.324
we talked about, like, agent security.

01:53:30.425 --> 01:53:34.364
1Password finally comes out with the
platform for you and your agents to be

01:53:34.405 --> 01:53:37.265
able to run. They they're mentioning, all
of

01:53:38.105 --> 01:53:42.444
literally everyone, bot and Anthropic and
Claude and OpenAI and Muse and Browse and

01:53:42.545 --> 01:53:43.545
Town and like, et cetera.

01:53:43.735 --> 01:53:44.735
1Password for agents.

01:53:44.895 --> 01:53:47.094
Give your agent access without giving up
your passwords.

01:53:47.295 --> 01:53:50.794
When an agent reaches a sign-in form and
requests a credential from your vault, if

01:53:50.815 --> 01:53:53.715
you approve the request, 1Password
directly auto-fills the credential in the

01:53:53.815 --> 01:53:55.884
destination I think that's incredibly
important.

01:53:55.965 --> 01:53:57.684
I've been waiting for this since,

01:53:58.365 --> 01:54:02.805
you know, Muse a- a- announced this, and
it's just like absolutely crazy.

01:54:02.885 --> 01:54:04.824
I said, I signed up, let me in there.

01:54:05.000 --> 01:54:07.485
so shout out to 1Password for like finally
like, getting there.

01:54:07.805 --> 01:54:09.645
if you are using 1Password, join this
waitlist.

01:54:09.685 --> 01:54:12.365
I think it's very, very important. It's
kind of like the Stripe link for credit

01:54:12.405 --> 01:54:15.135
cards, but for passwords, and uh, I think
it's very important.

01:54:15.415 --> 01:54:16.535
Again, if you are using

01:54:17.335 --> 01:54:21.795
agents at all, even if you are not using a
one like password manager, 1Password I

01:54:21.854 --> 01:54:24.214
found for the past 15 years to be the most
reliable for me.

01:54:25.621 --> 01:54:26.760
Josh, thank you so much for joining,
folks.

01:54:26.781 --> 01:54:29.500
We're 2 and a half hours on the stream,
but I think it was very, very important to

01:54:29.541 --> 01:54:33.301
at least mention some of the stuff because
it does feel like the defender's window is

01:54:33.381 --> 01:54:38.121
coming to a close, and a lot of swarms, a
lot of, like, bad actors with AIs are now,

01:54:38.171 --> 01:54:42.040
taking over. Like Nissen said, you, you do
need to take some steps, and dedicate some

01:54:42.141 --> 01:54:44.861
time in your personal life to kind of
protect yourself as well.

01:54:45.301 --> 01:54:48.880
The eat your vegetables stuff are always
there freezing your credit, and and uh,

01:54:49.301 --> 01:54:52.861
specifically now I think the the the the
more, um, how should I say, the

01:54:54.581 --> 01:54:58.861
the the biggest exposure for folks who are
not realizing that this is exposure is API

01:54:58.981 --> 01:55:02.500
keys for LLMs. Those are directly
connected to your account, especially if

01:55:02.581 --> 01:55:07.520
auto refill is there. Uh, put caps, put
notifications on, uh, and then make sure

01:55:07.541 --> 01:55:12.000
that you rotate them if a website was like
like Railway was exposed or or OpenCode.

01:55:13.461 --> 01:55:17.940
With that, I think we'll say thanks to
folks on the stage, uh, and then we'll

01:55:18.061 --> 01:55:20.401
sign off this is it for Thursday AI for
October 22nd.

01:55:20.871 --> 01:55:24.111
the biggest news that we talked about is
this, the availability security stuff.

01:55:24.191 --> 01:55:25.211
We talked about, um,

01:55:26.191 --> 01:55:30.590
uh, Flint from, Recursive AI being built
by the Eureka Machine, which is a re-

01:55:30.811 --> 01:55:34.411
recursive improvement machine, and is
getting a very fast local model.

01:55:34.801 --> 01:55:39.141
we talked about holes in PHP and, your AI
keys and, a lot more.

01:55:39.321 --> 01:55:43.080
Anthropic becoming a PBC and Anthropic
stepping into the personal agent with,

01:55:43.401 --> 01:55:46.760
Claude Duet, which we got access to and
we'll tell you all about next week.

01:55:46.841 --> 01:55:48.780
Hopefully by then the wait list will open.

01:55:49.081 --> 01:55:52.280
Thank you so much for everybody for tuning
in, for listening into ThursdAI.

01:55:52.401 --> 01:55:55.981
Josh, thank you for joining. Peter Gosta
of LDJ, Wolf from Nisten was here in Yam

01:55:56.001 --> 01:55:58.546
before, and Tim joined us, as well.

01:55:58.627 --> 01:56:00.246
Thank you all for joining ThursdAI.

01:56:00.367 --> 01:56:01.986
We'll see you here next week. Bye,
everyone.
