Fresh off a wave of “AI‑first” CEO manifestos, Paul Roetzer and Mike Kaput slice into the fallout: Duolingo and Box join Shopify’s AI-first pledge, more signals of AI job disruption emerge, and OpenAI rolls back 4o due to an overly agreeable personality. Then it’s rapid‑fire —Johnson & Johnson bins 90 % of its 900 gen‑AI pilots, Big‑Tech earnings put real numbers on the AI boom, Nvidia spars with Anthropic over chip exports, Claude upgrades, Alibaba’s Qwen‑3, Descript’s AI avatars, and more.
Access the show notes and show links here
Timestamps:
00:03:49 —The Rise of the AI-First Company
00:17:37 — More Signals of AI Job Disruption and the “Stop Hiring Humans” Campaign
00:30:23 —OpenAI Rolls Back 4o Update Due to Annoying Personality
00:44:10 —AI Earnings Calls
00:48:54 —What Enterprise AI Strategy Really Looks Like
00:55:03 — How McKinsey, BCG, and Deloitte Are Using AI
01:00:05 — New Report Calls Chatbot Arena Leaderboard Into Question
01:04:04 — Meta AI App and Zuckerberg’s Plan for AI
01:11:39 —Nvidia’s Beef with Anthropic
01:14:38 — US Copyright Office Intellectual Property Resources
01:16:15 — AI Product and Funding Updates
01:22:11 — Listener Question
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