OpenAI Launches Codex, Meta Delays Llama 4 Behemoth | Matt Grimm, Kevin Weil, Blake Scholl, Tim Fist, Chris Best, Sean Henry

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May 16, 2025

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Join tech visionaries Kevin Weil, Chief Product Officer at OpenAI, and Blake Scholl, CEO of Boom Supersonic, as they delve into the groundbreaking launch of OpenAI's Codex and its potential for revolutionizing coding. Tim Fist discusses AI infrastructure policies, while Chris Best shares insights on Substack's rise amidst today's media landscape. The discussion highlights the fusion of advanced tech and geopolitics, addressing AI’s impact on various industries and how companies are navigating challenges in innovation and regulation.

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ANECDOTE

Murph Challenge Honors Veterans

Matt Grimm shared the story of the Murph Challenge and its significance in honoring Lt. Michael Murphy.
The challenge also serves to celebrate veterans and support the veterans community at Anduril.

INSIGHT

OpenAI Codex Revolutionizes Coding

OpenAI Codex can run parallel software engineering tasks and manage complex bugs remotely.
It transforms coding from manual work to cloud-based software agent management.

INSIGHT

AI Growth Follows S-Curves

AI scaling via simply increasing parameters hits diminishing returns without reinforcement learning layers.
The technology development arc is composed of S-curves, requiring periodic reinvention for sustained growth.

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(00:57) - Matt Grimm. Matt is the Co-Founder and Chief Operating Officer of Anduril Industries, a defense technology company specializing in autonomous systems and AI-powered solutions. Prior to Anduril, he held roles at Palantir Technologies and Mithril Capital Management, focusing on national security and venture investments.
(10:22) - OpenAI Launches Codex
(14:42) - Meta Delays Llama 4 Behemoth
(23:55) - Epic Games Says Apple Blocked Submission
(30:29) - Kevin Weil. Kevin is the Chief Product Officer at OpenAI, where he oversees the development of consumer and enterprise AI products, including ChatGPT and the OpenAI API. His previous experience includes leadership roles at Twitter, Instagram, and Planet Labs, as well as co-founding the Libra cryptocurrency project at Facebook.
(01:05:50) - Blake Scholl. Blake is the Founder and CEO of Boom Supersonic, a company aiming to make high-speed air travel mainstream through the development of supersonic passenger jets. Before founding Boom in 2014, he held positions at Amazon and Groupon, and co-founded the mobile technology startup Kima Labs.
(01:31:58) - Tim Fist. Tim is the Director of Emerging Technology Policy at the Institute for Progress, focusing on AI infrastructure and innovation policy. He also serves as an Adjunct Senior Fellow at the Center for a New American Security, with a background in machine learning and AI hardware development.
(02:03:33) - Chris Best. Chris is the Co-Founder and CEO of Substack, a platform that enables writers to publish and monetize newsletters through paid subscriptions. Prior to Substack, he co-founded and served as CTO of the messaging app Kik.
(02:29:52) - Sean Henry. Sean is the Co-Founder and CEO of Stord, a company providing cloud-based supply chain solutions for businesses. Under his leadership, Stord has raised significant funding to expand its logistics and fulfillment services.
(02:46:10) - TBPN Reacts to the Timeline