**Jordi Hays** (0:00)
You're watching TBPN.
**John Coogan** (0:02)
Today is Thursday, July 9th, 2026 We are live from TBPN, I'll turn on the temple of technology, the fortress of finance, the capital of capital. Let me tell you about ramp.com. Time is money, save both. Easy use corporate cards, bill pay, accounting, and a whole lot more all in one place.
I need some soundboard. Here we go. Yes, today on TBPN, we're talking about model mayhem. Everyone's launching new models. Slow summer, but not for the AI race. You got XAI unveiling Grok 4.5, the first model built specifically for coding and AI agents developed in collaboration with Cursor. Talked about it a little bit yesterday, but we have some more benchmarks.
Some more discussion on the timeline about where this model fits in on the Pareto frontier. Also why it might be outperforming so well on Cursor bench. Lots of debates there. Meta announced MuSpark, a new agentic coding model with Mark Zuckerberg. He's occurring to X for the first time in basically a decade. Three years ago he posted one joke post about launching threads, but he has not been an active user, but the AI vortex sucked him in and he's got a post.
**Jordi Hays** (1:10)
Oh, I think he's an active user, John.
**John Coogan** (1:12)
You think so?
**Jordi Hays** (1:13)
He's just not an active poster.
**John Coogan** (1:14)
He's just not an active, he's a lurker.
**Jordi Hays** (1:15)
He's not an active contributor.
**John Coogan** (1:16)
You're calling him a lurker.
**Jordi Hays** (1:17)
I'm calling him a lurker.
**John Coogan** (1:18)
You're calling him a lurker.
**Jordi Hays** (1:19)
I'm calling him a lurker. I think he's absolutely glued.
**John Coogan** (1:22)
You think so?
**Jordi Hays** (1:23)
I think so.
**John Coogan** (1:23)
You really think so?
**Jordi Hays** (1:24)
I think so.
**John Coogan** (1:25)
I feel like, I don't know, so busy, so much other stuff going on. I feel like most people at that level.
**Jordi Hays** (1:32)
The busiest people I know are not active on X, but they are on X a lot.
**John Coogan** (1:41)
Sometimes, but there's a different class of person where-
**Jordi Hays** (1:44)
You can just quiz them.
**John Coogan** (1:45)
Screenshots come to them via Slack or via text message because they have a team that's monitoring the timeline and then it's delivered. This is the important stuff.
**Jordi Hays** (1:55)
They're calling him Mark Lerkerberg.
**John Coogan** (1:59)
But the other big news, OpenAI just released GPT 5.6. Let's go. A new general purpose model with expanded coding and agent capabilities alongside GPT Live, which we talked about yesterday, a new real-time interactive voice experience. Reactions are great to 5.6. Bunch of interesting details here.
People have been identifying that while there is a frontier, and there are just a few companies that are actually on the frontier, the frontier is spiky, and they have different flavors to them and different reasons to pull different tools off the shelf. People are drawing analogies between Fable 5 being some recluse genius, and 5.6 being a collaborative co-worker that you love chatting with or something like that.
**Jordi Hays** (2:54)
I said, I don't know how else to describe it, but Fable 5 is like Kendrick on Good Kid, Mad City, and 5.6 Soul is like Chief Keef on Finally.
**John Coogan** (3:03)
Now it makes sense to me.
**Jordi Hays** (3:04)
Thank you for bringing it up. I just wanted to put it into 2010 hip hop terminology.
**John Coogan** (3:10)
Really, really clear there. Thanks for clearing that up.
**Jordi Hays** (3:13)
I mean, the funny thing is that will be very explicit for like 100 people in the whole world.
**John Coogan** (3:19)
Yeah, totally.
**Jordi Hays** (3:21)
This one's for you.
**John Coogan** (3:22)
The fun, the most interesting benchmark to me has always been Arc AGI V3. We've interviewed the team over there many times and had a lot of fun understanding what goes into that benchmark. And 5.6 Soul scored a massive 7.78%, which is tiny. Considering that the whole point of Arc AGI is that a human should be able to get 100% on it, and basically any human. So it is a true test of AGI in this sense of, you know, can you give this test to just actually anyone, not, you know, the crazy math projects, the crazy hard programming projects, the hacking, all of that stuff is very economically valuable, of course. But there's a more interesting question where, you know, when there's less of a spiky frontier and there's just this question of, what is something that anybody can do that AI can't? Because we've been searching for those, and the Arc AGI team has done a fantastic job building out these puzzles that AI has historically struggled with. Arc AGI, one, the model sort of climbed, two became a little bit more complicated, and now three, we're starting to see glimpses of progress, although 7.76% isn't 99% or nowhere near saturation, but it's still a huge jump. Opus 4.8 had 1.5%, so GPT 5.6 sole is showing more generalization, more spatial reasoning, more puzzle-solving abilities. So fun, fun stuff.
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