Why building your own specialized model is a clear playbook

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00:00 - OpenAI's State of the Union & Why Cursor's Composer Model is a Threat
44:26 - Does MCP Need To Die? Our Thoughts on State of MCP and Why The Client Implementations are the Problem
1:07:53 - 1X NEO The Home Robot LOLZ
1:28:05 - Greg Brockman, A Sad Song.
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