New Delphi Podcast with @IridiumEagle, co-founder of @ambient_xyz Travis believes open source AI will win and that OpenAI and Anthropic are making a major strategic mistake by betting against it We discuss – Why closed AI providers can’t be trusted as infrastructure – China’s open source advantage – What happens if OpenAI reaches AGI – Prompt injection and AI’s unsolved safety problem – The AI CapEx bubble and a possible AI winter – How Ambient is building Uber for inference - 00:00 Intro - 03:20 What Ambient Is and How It Works - 18:40 Verified AI Inference - 40:20 China and the Open-Source AI Race - 49:00 Why Closed AI Is Making a Mistake - 1:03:00 What Happens If OpenAI Reaches AGI? - 1:17:10 The AI Bubble and a Possible AI Winter