About this episode
This week felt like the moment tools turn into infrastructure. OpenAI’s model hit a perfect 12/12 in a human coding contest and GPT-5 Codex can think in parallel for hours, which hints at agents doing the work while we set direction. We also trace what people actually use AI for, the “scheming” worry in alignment, China’s GPU push and Oracle’s giant bet, YouTube’s VO3, and why Google + Coinbase’s open payments could be the first rails for the agent economy. Twenty minutes; the signal without the noise.
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TIMESTAMPS
00:00 Topic1
02:26 Topic 2
05:51 Topic 3
08:28 Topic 4
09:57 Topic 5
12:57 Topic 6
14:16 Topic 7
15:56 Topic 8
17:00 Topic 9
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RESOURCES
Josh: https://x.com/Josh_Kale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
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