🚨 POD UP! HAPPY FRIDAY!
Bestie Guestie Marc Benioff (
@Benioff) fills in for Sacks
A LOT covered on this one:
-- Trump-Xi Summit: Trade, Taiwan, midterms impact
-- AI's impact on software: What thrives and what dies?
-- OpenAI could sue Apple over failed ChatGPT integration
-- Thinking Machines drops new model, future of AI is multi-sensory
-- BIG Science Corner on a potentially devastating El Nino
(0:00) Salesforce CEO Marc Benioff joins the show!
(1:14) Trump-Xi summit, doing business in China as a US company, impact on Americans and the midterms
(18:46) Taiwan, chips, AI models, and peace through trade
(31:41) AI's impact on software: What SaaS thrives, what SaaS dies?
(47:26) OpenAI is considering suing Apple over failed ChatGPT integration
(56:54) Thinking Machines releases real-time model, future of consumer AI, multi-sensory models
(1:02:24) Science Corner: Impacts of a historically strong El Nino in 2026
(1:11:40) Anthropic goes after "Dark SPVs"