This episode explores the impact of Trump's tariffs on the tech industry, specifically focusing on four companies: Apple, Nintendo, TikTok, and Meta. Against the backdrop of fluctuating tariff announcements, the hosts analyze the immediate and long-term effects on these companies' operations and stock prices. More significantly, the discussion pivots to a scenario forecast for AI in 2027, featuring an interview with AI researcher Daniel Kokotajlo, who presents two possible futures: one where AI development is controlled and aligned with human values, and another where misaligned AI leads to potentially catastrophic outcomes. For instance, the hosts discuss Apple's efforts to move iPhone production out of China to avoid tariffs, and Nintendo's decision to pause Switch 2 pre-orders due to uncertainty. In contrast, the discussion highlights Meta's potential use of its relationship with the Trump administration to influence antitrust cases. Finally, the episode concludes with an analysis of a cheating scandal involving Meta's Llama 4 model and its implications for the reliability of AI benchmarks, raising concerns about the lack of trustworthy evaluation methods in the rapidly evolving AI landscape.
