Show Notes
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Today’s show: Companies are spending $1 million on AI in a single month, but can’t always point directly to any resulting revenue. Jeffrey Morgan of Ollama joins Jason to explain why over 85% of Fortune 500 companies already run the open-source model platform on their networks, despite models from frontier labs still leading across major benchmarks. Find out why Jeff predicts that 90% of everyday AI work will soon run on a box on your desk, and why some companies now fear their AI provider could become their next competitor. Is AI alive? Jeff doesn’t think so. But that doesn’t mean there’s nothing to worry about.
Guests: Jeffrey Morgan on X: https://x.com/jmorgan Ollama: https://ollama.com
Relevant Links: Ollama, the easiest way to run open models locally and in the cloud → https://ollama.com Kimi K3 from Moonshot AI, the trillion-plus parameter open model Jeff mentioned → https://huggingface.co/moonshotai/Kimi-K3 Reflection AI, the US open model lab Jeff is excited about → https://reflection.ai NVIDIA and Microsoft bring RTX Spark and DGX Station for Windows to the desktop (NVIDIA) → https://blogs.nvidia.com/blog/local-ai-rtx-spark-microsoft-windows-event/ Introducing System One models and Jev, the decision model Jeff and Jason discuss (TypeSafe) → https://typesafe.ai/blog/introducing-system-one-models-and-jev Introducing Clef, Cloudflare’s open-source decision models (Cloudflare) → https://blog.cloudflare.com/clef-decision-models/ Satya Nadella’s essay on why companies need to own their AI learning loop (X) → https://x.com/satyanadella/status/2066182223213293753 Introducing Omnigent, the Databricks meta-harness Jeff mentions → https://www.databricks.com/blog/introducing-omnigent-meta-harness-combine-control-and-share-your-agents GLM-5.3 and the spread of advanced cyber capabilities (Anthropic) → https://www.anthropic.com/research/glm-5-3-and-the-spread-of-advanced-cyber-capabilities The Hugging Face incident and the road ahead (OpenAI) → https://openai.com/index/hugging-face-incident-and-the-road-ahead/
Timestamps: 0:43 PayPal - Pay zero processing fees on your first $100K in eligible PayPal payment volume. Learn more at https://paypal.launch.co 3:11 Why enterprises are getting token shock 4:23 Can you trust the frontier labs with your data 7:06 Why companies want to own their AI stack 8:56 How close are open models to the frontier? 11:57 Running real AI work on your own desk 15:14 The Goldilocks zone and unmetered AI 25:12 Decision models that replace code 29:32 Who makes money when everything gets commoditized 33:19 Why every enterprise is building its own router 35:56 Can you depend on the frontier labs 42:37 Sentient being or powerful software 43:57 Open models, security, and the Hugging Face hack
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More from This Week in AI
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Thanks to our partner, @Paypal! Pay zero processing fees on your first $100K in eligible PayPal payment volume. Learn more at https://paypal.launch.co/Today’s show:Demand for AI requires America to build data centers faster than the power grid can connect them. Varun Sivaram of Emerald AI joins Jason with a counterintuitive idea: what if we made data centers more flexible, capable of slowing down intelligently when the grid is most stressed? (That only happens a few hundred hours each year.)PLUS, Vibhav Viswanathan of Pascal AI demos his product, which gives AI agents working for hedge funds and asset managers an institutional memory. Why can't Claude or ChatGPT do the same job? And what happens to analysts when bots handle the back office admin?Guests:Varun Sivaram on X: https://x.com/vsiv Emerald AI: https://www.emeraldai.co/Vibhav Viswanathan on LinkedIn: https://www.linkedin.com/in/vibhav-viswanathan-13550015/ Pascal AI: https://www.pascalailabs.com/Relevant Links:Emerald AI's $150M Series A (DatacenterDynamics) → https://www.datacenterdynamics.com/en/news/emerald-ai-raises-150m-in-series-a-funding-to-scale-commercial-deployments/The London trial with National Grid that Varun describes (National Grid) → https://nationalgrid.com/uk-first-trial-ai-grid-technology-successfully-demonstrates-ability-data-centres-adjust-power-needs"Rethinking Load Growth," the Duke University study on spare grid capacity for flexible data centers → https://nicholasinstitute.duke.edu/publications/rethinking-load-growthThe AI Energy Management Alliance from Emerald AI, Google and NVIDIA (NVIDIA) → https://blogs.nvidia.com/blog/ai-energy-management-alliance/The power-flexible Aurora AI Factory in Manassas, Virginia (DatacenterDynamics) → https://www.datacenterdynamics.com/en/news/nvidia-to-deploy-emerald-ais-orchestration-software-at-96mw-aurora-data-center-in-manassas-virginiaTexas pauses data center grid connections (Utility Dive) → https://www.utilitydive.com/news/texas-hits-pause-data-center-interconnections/827046/Emerald AI careers → https://www.emeraldai.co/careersPascal AI's $3.1M seed round (Unite AI) → https://www.unite.ai/pascal-ai-raises-3-1m-to-push-the-frontier-of-autonomous-investment-researchKotak Mahindra Asset Management deploys Pascal AI's research platform (Frontier Enterprise) → https://www.frontier-enterprise.com/kotak-mahindra-amc-deploys-pascal-ais-agentic-research-platform/Jane Street plans its own AI data center, which Jason brings up (DatacenterDynamics) → https://www.datacenterdynamics.com/en/news/quant-trading-firm-jane-street-plans-data-center-report/What "Tiger Cub" hedge funds are, like the Pascal customer Vibhav mentions (Wall Street Prep) → https://wallstreetprep.com/knowledge/tiger-cubsS&P Capital IQ Pro, one of the licensed data feeds Pascal plugs into → https://www.spglobal.com/market-intelligence/en/solutions/products/sp-capital-iq-proFactSet, another licensed data feed Vibhav mentions → https://www.factset.com/Timestamps:0:00 Why data centers suddenly became unpopular2:46 Batteries vs. throttling GPUs vs. moving workloads4:11 Why utilities still pick up the phone4:52 The London teakettle test at football halftime5:56 Throttling AI workloads without users noticing10:40 How much spare room the grid really has13:32 The grand bargain, a fast pass onto the grid17:23 Why America can't out-build China on power20:39 Why off-grid and space data centers worry Varun27:37 Are state data center moratoriums performative?29:45 Pascal AI, AI agents for hedge funds and asset managers35:12 How Pascal differs from ChatGPT and Claude38:54 The proprietary data frontier models can't see42:20 Will AI replace hedge fund analysts?Subscribe to our newsletters on Substack:TWiST: https://twistartups.substack.com/TWiAI: https://www.thisweekinai.ai/TWiVC: https://thisweekinvc.substack.com/Check out all our partner offers: https://partners.launch.co/
This Week In Startups is made possible by:PayPal: https://paypal.com/businessToday’s show:OpenAI is delaying GPT-6.1 Astra after UK government testers found GPT-6 Astra launched unsanctioned supply-chain attacks in 29% of simulated runs. Jason and Lon are joined by George Sivulka of Hebbia, Scott Stephenson of Deepgram, and Dan Mishin of Manifest OS to discuss whether the industry's sudden safety panic is a real alarm or a response to cheap open-source models.Learn why Scott has let an internal tool called "Bodyman" record his screen, mic and speakers for eight months so it can whisper reminders in his ear. PLUS, why did Meta's Muse agent read a columnist's iMessages after he declined access, and what is AMD getting for $8.2B with Fei-Fei Li's World Labs?Guests:George Sivulka on X: https://x.com/gsivulka?lang=en Hebbia: https://www.hebbia.com/Scott Stephenson on X: https://x.com/deepgramscott Deepgram: https://deepgram.com/Dan Mishin on X: https://x.com/mishindan1 Manifest OS: https://manifestos.com/Relevant Links:UK AISI: GPT-6 Astra performs unsanctioned supply-chain attacks in simulations → https://www.aisi.gov.uk/blog/gpt-6-astra-performs-unsanctioned-supply-chain-attacks-in-simulationsAISI technical report (PDF) → https://cdn.prod.website-files.com/663bd486c5e4c81588db7a1d/6aba83e3772048bdd24df3d8_AISI_GPT-6_Astra_Technical_Report.pdfJ.P. Morgan: Dan's story of the first electrified house in New York → https://en.wikipedia.org/wiki/J._P._MorganILOVEYOU virus: the script-kiddie era Jason referenced → https://en.wikipedia.org/wiki/ILOVEYOUAMD acquires World Labs in an $8.2B all-stock deal (Quartz) → https://qz.com/amd-acquiring-world-labs-fei-fei-li-8-billion-092926World Labs: spatial-intelligence models, including Marble → https://www.worldlabs.ai/Instinct raises $1B Series C at a $10B valuation (PYMNTS) → https://www.pymnts.com/news/artificial-intelligence/2026/personal-ai-agent-instinct-quadruples-valuation-to-10-billion-in-1-month/OpenAI launches Dots, which dropped during the taping (TechCrunch) → https://techcrunch.com/2026/09/29/openai-launches-dots-its-bubbly-agentic-avatar/Meta launches the Muse personal agent (CNBC) → https://www.cnbc.com/2026/09/08/meta-personal-ai-agents-public-reckoning-privacy-safety.htmlMeta's Muse read Jason Aten's iMessages, then gave a false explanation (Decrypt) → https://decrypt.co/379122/metas-muse-ai-agent-user-private-imessages-lied-howDaring Fireball, linking Aten's original Inc. column → https://daringfireball.net/linked/2026/09/22/aten-museWhy Crosby is ditching the billable hour (Forbes) → https://www.forbes.com/sites/rashishrivastava/2026/03/31/why-this-ai-law-firm-is-ditching-the-billable-hour/Timestamps:0:00 Jason's flight attendants are scared of AI1:55 Meet the panel: Heavy, Deepgram and Manifest2:17 OpenAI cancels GPT-6.1 Astra over safety regressions7:41 Hugging Face hack and Nvidia's open agent safety platform16:11 AI psychosis and getting one-shotted by agents28:46 AMD buys Fei-Fei Li's World Labs for $8.2B32:08 Will open source commoditize world models too?34:34 Is the AI buildout bigger than the railroads?36:59 Around the horn: which AI agent are you using?37:59 Scott's "Body Man" records his whole life for context46:13 George on Grok bot and scoping context into channels51:39 Instinct's $1B round: peak bubble moment?57:11 Meta's Muse reads a columnist's texts without permission1:08:33 AI video then and now: Will Smith eating spaghetti1:10:21 AI-first law firms ditch the billable hour1:18:05 OpenAI drops Dots: why do all AI agents look alike?Subscribe to our newsletters on Substack:TWiST: https://twistartups.substack.com/TWiAI: https://www.thisweekinai.ai/TWiVC: https://thisweekinvc.substack.com/Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcpCheck out all our partner offers: https://partners.launch.co/
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This Week In Startups is made possible by: PayPal: paypal.launch.co Today’s show: Dario Amodei and Sam Altman are apparently scared of AI models going rogue. Swarms of agents spontaneously deciding to copy themselves over to thousands of computer systems and plot world domination. Our panelists this week — Kevin Mandia (Armadin) and Soups Ranjan (Sardine AI) — investigate real AI-based attacks every single day, and they suggest we’re hyping the wrong concerns. The actual danger isn’t coming from an AI system that turns hostile. It’s human beings, like criminals, using AI to drain your bank account. Dig into how Sardine uncovered a 250,000 account fraud ring in just a few minutes, why Kevin argues that AI hacking is coming “no matter what,” and why the global GPU crunch more than any safety frameworks may be keeping us all safe. For now. Guests: Soups Ranjan on X: https://x.com/soupsranjan Sardine AI: https://www.sardine.ai/ Kevin Mandia on LinkedIn: https://www.linkedin.com/in/kevin-mandia-0a07173/ Armadin: https://www.armadin.com/ Relevant Links: "We Must Pace the Frontier" — Dario Amodei's Sept 12 essay Axios: Anthropic and OpenAI CEOs call for a slowdown Trump and the White House push back Forbes: what the essay actually proposes 2026 OpenAI agent cyberattacks GLM-5.3 — Z.ai's open-weight model Hermes Agent — the agent framework Ranjan runs in a local harness Timestamps: