Altman Gets Molotov Cocktail, Zuckerberg Creates AI Clone

**Jayden Schaefer** (0:00)
Welcome to the podcast. I'm your host, Jayden Schaefer. Today on this podcast, we have some wild stories. One of them being that Mark Zuckerberg, while many people have called him a robot for many years, is officially creating an AI version of himself that's going to take questions at meetings. Apple is reportedly testing four different designs for smart glasses that they're gonna launch with AI embedded in them. Vercel's CEO went on stage and said that the company is ready to IPO because AI agents are basically deploying 30% of the apps on their platform. Anthropic temporarily banned the creator of OpenClaw and the Trump Administration is apparently encouraging major banks to test Anthropic's Mythos model. There's a ton going on including all of the drama with Sam Altman's home being attacked by a Maltav cocktail. Oh my gosh, this is a wild timeline. Let's get into all of it. Before we do, if you're someone who works with AI regularly and you're bouncing between different tools, you should absolutely check out AI Box, my own startup at AIBox.AI. We give you over 70 models in one place. And the part that I think is really underrated is the automation builder. You just describe what you want in plain English, no code, no workflow, no diagrams, and it will build the tool for you. It's $8.99 a month to get access to all 80 of the top models. That's image, audio, video, text. You also get our no code AI app builder. This should save you a ton of money compared to paying for all of these different tools separately. I've been using it and it's becoming one of the things I cannot live without. There's a link in the description to aibox.ai. The first story I want to talk about today is Apple testing new diagrams for smart glasses. You know, I'm a huge sucker for smart glasses. I'm not even a huge meta stand throughout my life, I would say. But I think that their smart glasses are phenomenal. I think a lot of other players in the industry are noticing that. According to Bloomberg's Mark Gurman, Apple is actively testing four different frame designs for smart glasses that they're going to, like their goal is to go sell these in 2027 I mean, obviously, this is a good play. They have the technology because they have the Apple VR headset, which I honestly forget it exists until I have to go to the Apple store to get something done with my laptop. Recently, I had to do that and I saw them on display and people were trying them on. I just feel like those were a really big flop as far as a product goes. Meta might have kind of baited them into the industry, but the glasses are not a flop. I know a ton of people that will actively wear Meta Ray Bands around with AI and cameras embedded in them. I think Apple knows that this is a good play. According to Tim Cook, there are two oval or circular options. There's a bunch of different sizes. They're also looking at black, blue, light brown. I think what's interesting is these aren't going to have displays. There's no AR overlays. There's no mixed reality even though they have the VR headset. They're going to basically let you take photos and videos. You can answer calls. You can play music and you can interact with, of course, their new upgraded AI series. So functionally, I think it's a lot closer to what Meta is doing with their Ray-Ban glasses today than anything like the Vision Pro or what Meta is going to be doing in the future. What Google is working on in the future with augmented reality and glasses. I think this is Apple, you know, basically accepting reality. The Vision Pros did not land the way they hoped. And so they're going to hopefully move into something that is a lot has a lot more market appeal and people are a lot more excited about.
Something else that I thought was very fascinating right now, Vercel CEO is Guillaume Rauch, which if you don't follow him on X, by the way, he's a legend and drops some really great insights into what's going on with AI. So I highly recommend giving him a follow. He recently said at the company's annual recurring revenue has gone from about one hundred million dollars at the start of twenty twenty four to a run rate of three hundred and forty million dollars by the end of February this year. And when he was asked about an IPO, he basically said that Vercel is, quote, very much a working public company and that it's, quote, ready and getting more ready every day. Personally, I don't think any of this is surprising. In the last two weeks, I think I've spun up five different projects where I've moved them off of other hosting providers and put them on Vercel because it integrates so well with Claude Code. And if you ask Claude Code, like, where should I host my Claude Code app? It's going to say, well, why don't you try Netlify or Vercel? And Vercel is a slicker looking company than Netlify. So it's a no-brainer, right? Like what features should they have? I don't know. But Claude Code recommended it. So I set up five of my websites on Vercel. In all seriousness, though, I'm on their free tier. I'll probably get bumped up to their paid tier here soon. But I put so many projects on there. Vercel is an absolute legend. And because it has an API integrates with Claude Code very easily. I don't go into Vercel and set up anything. I don't know what the inside of it looks like. I don't know how to, you know, point my name servers there. I don't have to do any of that. I just tell Claude Cowork, hey, you know, I'm building an app. Go to my domain registrar pointed at Vercel, get everything set up for me. And it does it all. So Vercel is a huge winner in this AI race. And it's kind of interesting because obviously Anthropic is coming out of the gate and just killing a bunch of software industries. There's also a bunch of, I feel like they're infrastructure, right? Like servers and databases, right? You have like super base. There's a lot of these companies that I think integrated with AI are just phenomenal companies. And I mean, look, 30% of the apps running on Vercel's platform right now came from AI agents, not humans writing code. 100% of the apps that I have on Vercel are coming from agents, not me, because there's no way I want to do that. So I think this is definitely the direction that the market's going in. And Vercel has really, you know, I think they've phenomenally captured that in particular. The next thing I want to talk about, speaking of Anthropic, is their temporary ban on the creator of OpenClaw. So Peter Steinberger, he created OpenClaw, basically, you know, open source AI coding tool, it went super viral. He recently posted on X, and he said that Anthropic had suspended his account for, quote, suspicious activity. Basically, this happened shortly after Anthropic changed their pricing so that Claude subscriptions no longer covered usage through third party tools like OpenClaw. And of course, he created OpenClaw. I was kind of hired or acquired by OpenAI. Users now have to pay separately through the API, so they can't just use the Claude Mac subscription, which to be fair is a subsidized subscription. That's what I have. I don't use OpenClaw because I'm using Claude Cowork and Claude Code kind of combined to get a lot of my projects done. Claude Cowork is amazing. OpenClaw, I'm sure, is amazing, too, but Claude Cowork is amazing because it takes control of your computer. It has computer use. You tell it to do anything. It goes and sets up your Vercel server, your websites, your hosting, your databases. It can go edit videos on CapCut. I mean, honestly, it's insane. So the problem with it, though, is that if you're on the $200 a month tier with Claude Cowork, you're really using thousands of dollars of credits and they're just kind of subsidizing it right now for early users. And they don't want to subsidize people that are using OpenClaw. So honestly, I know they actually get a lot of flack for this because it's like, oh, they're fighting against open, you know, source. And by saying that, everyone has to use like their API to run it on OpenClaw. I mean, it's subsidized. So at the end of the day, it's it's what's kind of more profitable for their company. So I don't know, I'm not too too mad about it. But in any case, I think one thing that's really interesting from this is kind of the tension that all of this showed with open source tools, proprietary platforms, a lot of people got quite mad about that. Obviously, it was I mean, it's kind of a new policy that they change. And he got, you know, he got quote unquote suspicious activity for how he was using it, which was against their new terms. But anyways, posting on X, a lot of people got quite upset about it. The next thing I want to talk about is that there is the Trump officials are apparently encouraging banks to test Anthropix Mithos model. This is a model that went super viral because it's like, you know, it can go and hack like all of this different software. We've recently had a lot of reports come out that say, you know, Anthropix saying it was too dangerous to release was probably a little bit overblown and probably like a big publicity stunt. But apparently, Treasury Secretary Scott Bessette and Federal Reserve Chair Jerome Powell brought banks and executives in for a meeting this week, and they encouraged them to use this new model to detect security vulnerabilities. JP Morgan Chase was already listed as one of the original partners from Anthropix when they kind of announced this. But now Goldman Sachs, C Group, Bank of America, Morgan Stanley, all of them are going to be testing it out too. What I think is interesting is that Anthropix is currently in a court battle with the Trump Administration and the Department of Defense has designated Anthropix as a supply chain risk after some of their negotiations broke down over limiting military use of the model. Anthropix put some terms in saying, hey, look, the military can't do these things with it. The military wasn't happy about that. So they're having this kind of legal battle. And at the same time, when it comes to patching security vulnerabilities, like well, we'll put our little legal battle to the side. Make sure to use our latest and greatest model for the banking system, which honestly, I mean, I am as a user of the banking system. I'm happy that this is happening. I think it's not just a US thing, though. The Financial Times reported that the UK financial regulators are also discussing the risks posed by Mithos. They're talking about it from a different angle, though. They're concerned about what it means that the model might be good at finding vulnerabilities that Anthropic won't release. And that's why Anthropic isn't releasing it publicly. So definitely a very complicated relationship between some cyber security organizations, governments and these new models that keep coming out. OK, the wildest story, I think, that happened in the last few hours is that Sam Altman has posted publicly, he responded to the New Yorker investigation. There was an attack on his home, which I think is absolutely wild, definitely very unsettling. Early on Friday morning, this kind of someone came in through a Molotov cocktail at Sam Altman's home in San Francisco. Nobody was hurt. The suspect was later arrested at OpenAI headquarters, where he was threatening to burn the building down. So obviously mentally unstable person. This came just a couple days after the New Yorker published a really long investigation by Ronan Farrow and Andrew Martins.