Episode 345: The AI IPO Race, Google Zero, and the End of Search

SpaceX's IPO filing reveals Anthropic will pay $1.25B monthly for compute access—$15B annually—signaling massive scaling momentum. OpenAI prepares for an IPO as early as this Friday, setting up a genuine horse race between the two most valuable AI companies. Andrej Karpathy joins Anthropic's pre-training team in a major talent move. Google launches Gemini 3.5 Flash and introduces "Google Zero"—potentially replacing traditional search results with AI-generated answers, threatening the entire web ecosystem. OpenAI's reasoning model autonomously disproved an 80-year-old mathematical conjecture, marking the first known AI discovery of a novel proof. Google's Co-Scientist tool generates novel research hypotheses for biology labs. Nvidia beats earnings expectations as data center revenue nearly doubles. We're at an inflection point: the infrastructure is built, the money is flowing, and the question is no longer whether AI transforms industries—it's whether we're ready for what comes after search engines. Hosted on Acast. See acast.com/privacy for more information.