Big Bets, Bold Models, and Bureaucratic Brilliance

In this episode, Jeff and Annie cover a week of extremes in AI. From Meta’s release of Llama 4 to Amazon’s Nova Sonic model, OpenAI’s memory upgrade, and Google’s massive push into video and agent collaboration, the industry is evolving at breakneck...
In this episode, Jeff and Annie cover a week of extremes in AI. From Meta’s release of Llama 4 to Amazon’s Nova Sonic model, OpenAI’s memory upgrade, and Google’s massive push into video and agent collaboration, the industry is evolving at breakneck speed. They also dig into the EU’s ambitious plan to catch up to the U.S. and China, with a privacy-first approach and debate whether it's brilliance or bureaucracy in disguise. Finally, they highlight surprising real-world use cases, like AI discovering hidden drug therapies and reviving classic cinema inside the Las Vegas Sphere.
In this Episode:
- Meta’s Llama 4 and the rise of mixture-of-experts models.
- OpenAI and Microsoft double down on memory and real-time agents.
- Google launches Agent-to-Agent protocol, VO2 upgrades, and Gemini-powered AI search.
- EU’s $200B AI “Gigafactory” moonshot—and Shopify’s bold AI mandate for employees.
Relevant Links:
- Meta's Llama 4 beats GPT-4o and Gemini 2.0 Flash
- OpenAI rolls out long-term memory for ChatGPT Plus users
- Microsoft Copilot gets personal with memory, actions, and podcast generation
- Anthropic launches Claude Max with pro-tier pricing
- Amazon’s Nova Sonic: 1.09s voice latency, 80% cheaper than OpenAI
- Google adds image Q&A to Gemini via Lens integration
- Google Veo 2 enables cinematic editing with AI video outpainting
- Google’s A2A protocol enables AI agents to collaborate across platforms
- AI drug repurposing by Every Cure saves lives
- Nvidia and Stanford: AI model creates 1-minute videos from text prompts
- Google revives The Wizard of Oz with Sphere and AI remastering
- EU unveils $219B plan for ethical AI gigafactories