Anthropic ships Claude Tag, OpenAI Unveils It's Own Chip

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If you want to get access to this episode and my next 30 episodes all ad free, so there will be no ads on them, go check out my podcast AI Chat. You can go search for that on Spotify or Apple. It's AI Chat. I'm going to post all of these news episodes, and I'm also posting interviews. Like I just interviewed the CEO of Cohere. They've raised over a billion dollars for their AI model, talking about what they're going to be spending the money on and the direction of the AI industry, along with all of this new stuff. So if you want to go check it out with no ads for free, it is AI Chat. Welcome to the podcast. Anthropic has just shipped Claude Tag. This is a Slack native virtual employee for enterprises. I'm excited about where this is going and who's behind this. OpenAI has just unveiled Jalapeno. This is the first custom inference chip built with Broadcom. And GPT-5 Pro has helped immunologists crack a three-year T cell mystery. Meta has just dropped the Ray-Ban branding for their smart glasses and have created a $299 smart glasses line. And Google is baking computer use into Gemini 3.5 Flash as a native tool. And what I'm super excited about is that Qualcomm is buying Modular for $3.9 billion in a big move to basically challenge NVIDIA. If you'd like to use AI to create tools or automate workflows and you're not technical like myself, I'm not technical and you just want to describe what you want to build and have AI automatically link all of the models together and build it. I'd love for you to try out the Builder platform on AI Box. AI Box is my own startup, AIBox.AI slash Builder is where you can go to describe a tool or workflow you'd like to create and have AI put the whole thing together in minutes with no coding required. If there's different repetitive tasks that you do, whether that's coming up with email headers, responding to messages, putting together different podcasts or making newsletters, all sorts of content that you can do, you can go check out AI Box dot AI slash Builder to learn more and try it out for yourself. We'd love to see what you build and you can post it on our marketplace where other people can see it and try it. I'm super excited that Qualcomm is buying Modular for $3.9 billion.
If you guys have been following the podcast for a while, you know I've had the CEO of Modular on in the past, Chris Latner. He was a phenomenal guest on the show. He posted and said, I'm excited to share that Qualcomm is acquiring Modular. This will accelerate our path to unified accelerated compute with an open platform. It will also mark a new era in open software development for Qualcomm. So I mean, I think this is a really good combination of two great companies. Modular was just founded 4.5 years ago, so this is not a very big company. And they only have about 150 employees. All of them are going to be moving over to Qualcomm with this. What's really exciting to me is that Modular actually raised $250 million just nine months ago. They did it at a valuation of $1.6 billion.
So it's really impressive that nine months later from $1.6 billion, they're getting acquired for $3.9 billion. This whole deal is going to close later this year. And I think it's really going to start moving this Qualcomm, which is, by the way, a California based chip maker, is moving it closer to its goal of challenging Nvidia, who is basically the strong market force. And something that Nvidia does really, really well is not just the hardware, but a lot of the software that surrounds it. And Modular kind of plays into that, helping with a lot of the technology working with CPUs, NPUs, so grabbing some of this software layer to help with the hardware layer is a really smart move by Qualcomm. And a huge congratulations to everyone over at the Modular team. Huge congratulations to Chris Latner, friend of the pod. Alright, let's talk about what's going on with OpenAI. They have just launched what they're calling, uh, Jalopeno, sorry, my wife jokingly calls it Jalopeno all the time, and so when I read it, I'm like tempted to say Jalopeno. But Jalopeno, it is the very first custom inference chip built with Broadcom.
So they're rolling this out and they're targeting the massive cost of running Chat GPT and other models at scale. It's interesting, right? It's like the, it's so expensive for OpenAI to run their models that they're actually working on chips to decrease the cost. Look, no one else is doing the chips good enough. We're going to, we're going to create the chips to lower the cost. They've done early tests which show much better performance per watt than any of the alternatives today and I think this lets OpenAI kind of chip away at some of the inference costs that are directly hitting. It's basically making them less profitable. So it's one of the easiest ways they can solve that problem. The chip is purpose built for inference workloads like real-time coding, pre-training is basically going to continue on Nvidia hardware for now.