This Week in AI

This Week In AI is made possible by:PayPal: http://paypal.launch.coToday’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.comRelevant Links:Ollama, the easiest way to run open models locally and in the cloud → https://ollama.comKimi K3 from Moonshot AI, the trillion-plus parameter open model Jeff mentioned → https://huggingface.co/moonshotai/Kimi-K3Reflection AI, the US open model lab Jeff is excited about → https://reflection.aiNVIDIA 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-jevIntroducing 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/2066182223213293753Introducing Omnigent, the Databricks meta-harness Jeff mentions → https://www.databricks.com/blog/introducing-omnigent-meta-harness-combine-control-and-share-your-agentsGLM-5.3 and the spread of advanced cyber capabilities (Anthropic) → https://www.anthropic.com/research/glm-5-3-and-the-spread-of-advanced-cyber-capabilitiesThe 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.co3:11 Why enterprises are getting token shock4:23 Can you trust the frontier labs with your data7:06 Why companies want to own their AI stack8:56 How close are open models to the frontier?11:57 Running real AI work on your own desk15:14 The Goldilocks zone and unmetered AI25:12 Decision models that replace code29:32 Who makes money when everything gets commoditized33:19 Why every enterprise is building its own router35:56 Can you depend on the frontier labs42:37 Sentient being or powerful software43:57 Open models, security, and the Hugging Face hackSubscribe 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/v19fcpFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisCheck out all our partner offers: https://partners.launch.co/Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.com

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/

This Week In Startups is made possible by:PayPal: paypal.launch.coToday’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 essayAxios: Anthropic and OpenAI CEOs call for a slowdownTrump and the White House push backForbes: what the essay actually proposes2026 OpenAI agent cyberattacksGLM-5.3 — Z.ai's open-weight modelHermes Agent — the agent framework Ranjan runs in a local harnessTimestamps:0:00 Dario Amodei's "We Must Pace the Frontier" essay1:51 Kevin Mandia: how scared should we be of agentic attack swarms?6:53 Rogue agents vs. humans pointing AI at a target9:52 250,000 fraudulent account signups in two days16:59 Sam Altman's two ways AI fails19:41 Open-weight models are catching up21:39 Why proprietary data is the new moat27:51 Mixing frontier models with open models35:37 Bloomberg: Chinese hackers lean on DeepSeek because it's cheap37:05 How much in-house expertise it takes to use AI well42:56 Armadin's Palo Alto office and the Palantir playbook1:02:54 AI and jobs: normal churn or something bigger?1:07:19 What founders are actually saying in the group chats1:08:49 Every meeting recorded, every meeting summarizedSubscribe to TWiAI on Substack: https://thisweekinai.aiFollow Lon:X: https://x.com/lonsFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:Check out all our partner offers: https://partners.launch.co/Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason’s suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.com