Grads boo AI, Reese Witherspoon gets dunked + Karpathy joins Anthropic | TWiAI E14

The frontier labs are coming for the application layer, and they're going to steal your idea. We dug into Andrej Karpathy's move to Anthropic, the new rules of AI etiquette, and why graduates are booing AI at commencement speeches.This week's roundtable: Kanjun Qiu (CEO of Imbue, building open source agents), Jeremy Fraenkel (CEO of Fundamental, large tabular models for enterprise data), and Karri Saarinen (CEO of Linear, the product development system used by OpenAI, Coinbase, Cursor, Ramp, and Cash App).Thank you to our exclusive sponsor: PayPal Open, One Platform for All Business: http://paypalopen.com/Timestamps:0:00 Cold open1:02 Welcome to Episode 14 of This Week in AI1:45 Kanjun Qiu on Imbue's GPU cluster bet that funds the company5:38 Jeremy Fraenkel on why LLMs choke on structured enterprise data9:36 Karri Saarinen on Linear and product work for AI agents12:50 Design in the age of AI: why early-stage product design is getting worse21:18 Jason coins "AI etiquette": your output is your responsibility33:30 Andre Karpathy joins Anthropic40:00 The cult of each AI lab: SpaceX, Anthropic, OpenAI47:00 Anthropic's pricing misstep and the "punk software" movement50:00 The verticalization war coming for the application layer55:00 "Claude knows more about me than my partner": power concentration in AI58:30 Mac M5 clusters and confidential compute on AWS1:07:30 Graduates boo AI at commencement: Schmidt, Borchetta, Cawfield1:22:00 Four founders deliver their own commencement speeches1:28:30 Reese Witherspoon vs the New York Times1:33:00 Plugs and where to find the guests🔗 Guests on X:Kanjun Qiu, Imbue: https://imbue.com | https://x.com/kanjunJeremy Fraenkel, Fundamental: https://fundamental.tech | https://x.com/fraenkeljKarri Saarinen, Linear: https://linear.app | https://x.com/karrisaarinen🔗 Referenced in this episode:Andre Karpathy joins Anthropic (announcement): https://x.com/karpathy/status/2056753169888334312?s=20Imbue Blueprint (open source agent skill): https://imbue.com/blueprintExoLabs (daisy-chained Mac clusters): https://exolabs.netAbacus (on-prem language models): https://goabacus.coWhisper Flow (voice-to-text): https://wisprflow.aiPerplexity Model Council: https://perplexity.aiNYT editorial on Reese Witherspoon and AI: https://www.nytimes.com/2026/05/15/opinion/reese-witherspoon-mel-robbins-girlboss-ai.html🔗 Subscribe and follow:Newsletter and all platforms: https://thisweekinai.ai#ThisWeekInAI #AI #Imbue #Fundamental #Linear #Anthropic #OpenAI #Karpathy #AIEtiquette #VibeCoding #PunkSoftware #AICommencement #OpenSourceAI