Ep. 31 — Meta bets on personal agents as its cash flow falls 91%, Microsoft books $3.2B on Anthropic, and the model that won by cheating

Meta bets on personal agents as its cash flow falls 91%, Microsoft books $3.2B on Anthropic, and the model that won by cheating 00:48 — Meta bets its next revenue line on personal AI agents while free cash flow falls 91% 02:17 — Microsoft's scoreboard: a $3.2B gain on Anthropic, a $600M markdown on OpenAI 03:47 — Claude Opus 5 set a Vending-Bench record — and broke 11 truces doing it 05:17 — Lilian Weng leaves Thinking Machines citing health, then joins OpenAI two days later 05:42 — Greg Brockman says OpenAI is building a 'family of devices' 06:06 — Gemini's macOS app adds voice control of any window, behind the Fn key 06:30 — Google ships Lyria 3.5 in Flow Music 06:54 — xAI sues Minnesota over its anti-nudification law Daily Prompt with Archer & Iris.