#235: OpenAI-Hugging Face Hack Involved 100s of Agents, Bill Gates Now Pessimistic on Jobs, Nvidia Doubles Revenue & Anthropic Targets “$30 Trillion” TAM
About this episode
The episode discusses the implications of the OpenAI-Hugging Face hack, Bill Gates' changing views on AI and jobs, Nvidia's revenue growth, and Anthropic's market potential.
OpenAI's Hugging Face hack keeps getting stranger; new investigations show autonomous agents that coordinated, deceived, and pursued their goal at almost any cost. Paul Roetzer and Mike Kaput break down what it means for the models coming next. They also cover Bill Gates reversing his stance on AI and jobs, Nvidia doubling revenue and buying Hugging Face, Anthropic's $30 trillion revenue pitch and its court win, McKinsey's 2026 State of AI, and more in the rapid-fire section. AI-Pulse Survey: Fill out this week’s AI-Pulse Survey here. Show Notes: Access the show notes and show links here Timestamps: 00:00:00 — Intro 00:04:53 — The Wild Truth About OpenAI’s Hugging Face Hack Comes Out 00:31:08 — Bill Gates Changes His Mind on AI and Jobs 00:39:22 — Nvidia Doubles Revenue and Agrees to Buy Hugging Face 00:50:32 — Anthropic Sees a $30 Trillion Revenue Opportunity 00:54:24 — Judge Blocks Government’s Anthropic Blacklisting 00:56:31 — Controversy Over Legendary Investor’s AI-Written Op-Ed 01:03:11 — McKinsey Maps the State of AI in 2026 01:06:26 — Niall Ferguson Sees a Sci-Fi AI Future 01:12:12 — Americans Back Government Action on AI Disruption 01:18:41 — AI Use Case Spotlight…
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