05 Feb 2026
3h 11m

Sam Altman on Codex 5.3 Launch, Anthropic's Sholto Douglas, Alphabet Beats Q4 Estimates | Sam Altman, Sholto Douglas, Daniel Barcelo, Mandy Fields, Ivan Burazin, Scott Rogowsky

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The hosts analyze the advertising strategies of AI companies, particularly Anthropic's Super Bowl ads, debating whether their approach is "dirty" or simply effective in a competitive market. They explore the potential impact of these ads on consumer trust in LLMs and discuss the broader implications for the AI industry. The conversation touches on OpenAI's response, the launch of new models like GPT 5.3 Codex and Claude Opus 4.6, and the race to develop AI co-workers, referencing OpenAI's Frontier product. They also discuss Google and Amazon's massive capital expenditures in AI, the increasing demand for data centers, and the potential for a "software-only singularity." The hosts interview Sam Altman, CEO of OpenAI, and Trenton Bricken from Anthropic, to get their perspectives on these developments.

Outlines

Part 1: Super Bowl Ads & Marketing Tactics

Part 2: AI Product Launches & Technical Insights

Part 3: Market Trends & Global Competition

Part 4: Interview: Sam Altman on OpenAI’s Future

Part 5: Interview: Trenton Bricken on Anthropic & Scaling

Part 6: Energy, Infrastructure & Consumer Habits

Part 7: Business Strategy & Startup Spotlights

Part 8: Media, Entertainment & Future Outlook

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