About this episode

The episode discusses the implications of AI advancements on business and society with insights from industry founders.

This week on TWiAI, Jason sits down with three founders at the center of the AI stack: Kanjun Qiu (CEO of Imbue), Carina Hong (CEO of Axiom), and Jonathan Siddharth (CEO of Turing). They break down Anthropic's explosive $30B run rate, why it just overtook OpenAI in revenue, Meta's bizarre internal token-burning leaderboard, and what happens when every person on Earth has 100 AI agents running for them. Anthropic's Revenue Explosion: Anthropic hit a $30B run rate, up from $9B just six months ago, and appears to have overtaken OpenAI in token sales. The panel breaks down where the money is coming from and why Meta might be the biggest customer. Meta's Token-Burning Leaderboard: Reports surfaced of an internal Meta contest rewarding teams for burning the most tokens, with employees building bots that loop just to rack up usage. Is it brilliant adoption strategy or pure waste? Open Source Agents vs. Lock-In: Kanjun argues that handing your entire business, memories, and workflows to closed AI platforms is a recipe for lock-in. She's building open agent infrastructure so users can swap models freely and own their data. OpenAI's Identity Crisis: The panel dissects OpenAI's dropped…

People in this episode

Host: Jason Calacanis

Guests: Kanjun Qiu, Carina Hong, Jonathan Siddharth

Topics covered

• AI development
• business strategy
• open source technology
• revenue growth
• developer efficiency
• token economy

Mentioned in this episode

Organizations: Imbue, Axiom, Turing, Anthropic, OpenAI, Meta, Disney

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