Are We In An AI Bubble? In Defense of Sam Altman & AI in The Enterprise | EP99.24

Join Simtheory: https://simtheory.aiGPT-5.2 is here and... it's not great. In this episode, we put OpenAI's latest model through its paces and discover it can't even identify a convicted serial killer when the text literally says "serial killer." We compare it head-to-head with Claude Opus and Gemini 3 Pro (spoiler: they win). Plus, we reflect on the "Year of Agents" that wasn't, why your barber switched to Grok, Disney's billion-dollar investment to use Mickey Mouse in Sora, and why Mustafa Suleyman should probably be fired. Also featuring: the GPT-5.2 diss track where the model brags about capabilities it doesn't have.CHAPTERS:00:00 Intro - GPT-5.2 Drops + Details01:25 First Impressions: Verbose, Overhyped, Vibe-Tuned02:52 OpenAI's Rushed Response to Gemini 303:24 Tool Calling Problems & Agentic Failures04:14 Why Anthropic's Models Just Work Better06:31 The Barber Test: Real Users Are Switching to Grok10:00 The Ivan Milat Vision Test (Serial Killer Edition)17:04 Year of Agents Retrospective: What Went Wrong25:28 The Path to True Agentic Workflows31:22 GPT-5.2 Diss Track (Yes, Really)43:43 Why We're Still Optimistic About AI50:29 Google Bringing Ads to Gemini in 202654:46 Disney Pays $1B to Use Mickey Mouse in Sora56:57 LOL of the Week: Mustafa Suleyman's Sad Tweets1:00:35 Outro & Full GPT-5.2 Diss TrackThanks for listening. Like & Sub. xoxox

Join Simtheory: https://simtheory.ai/OpenAI has declared "Code Red" as ChatGPT faces growing competition from Gemini and other rivals. In this episode, we break down OpenAI's 6% market share decline, why their ad strategy is on hold, and what they need to do to reclaim the AI crown. We also explore DeepSeek V3.2's impressive capabilities as a cheap open-source alternative, Meta's new policy grading employees on AI skills, and the crisis facing higher education as AI fluency becomes essential. Plus, Fatal Patricia hits #1 on our Spotify charts, and Tesla's Optimus robot is running like a slightly unfit human.CHAPTERS:00:00 Intro - OpenAI Code Red & Market Share Crisis07:03 ChatGPT's Failure to Go Deeper Into Users' Lives16:33 What OpenAI Needs to Win Back the Crown26:46 Chris's Wishlist for an OpenAI Comeback31:22 DeepSeek V3.2 - The Open Source Threat39:34 Meta Grading Workers on AI Skills46:29 The University & Education AI Crisis56:25 Fatal Patricia Hits #1 & WTF of the WeekThanks for listening. Like & Sub. xoxox

Join Simtheory: https://simtheory.ai (Use coupon BLACKFRIDAY15 for $15 USD off any subscription).----Simtheory Discord: https://discord.gg/Ar6GeQnAR7This Day in AI Discord: https://discord.gg/TVYH3HD6qsLinkedIn Group: https://www.linkedin.com/groups/16562039/Spotify: https://open.spotify.com/artist/28PU4ypB18QZTotml8tMDq?si=FPaJU2NRSnOSNPmnsfwA_g---CHAPTERS:00:00 Intro & Fatal Patricia Update01:40 Promotions (Discord, Black Friday, LinkedIn)04:36 Claude 4.5 Opus - Best Anthropic Model Ever?31:17 Computer Use API Updates36:14 Will AI Replace 57% of Jobs? (McKinsey Report)1:00:52 Claude 4.5 Opus Demos (Christmas Hut & Diss Track Preview)1:07:13 Microsoft Farah 7B - Moose Porn Refusals1:21:51 Why ChatGPT's MCP-UI Apps Are a Bad Idea1:42:01 🎵 Claude 4.5 Opus Diss Track (Full Song)---Thanks for listening. Like & Sub. xoxoxAnthropic just dropped Claude 4.5 Opus and it might be the best AI model of 2024. In this episode, we compare Claude 4.5 Opus vs Gemini 3 Pro vs GPT-5.1, breaking down the new API features including effort parameters, context management, and computer use updates. We also test Microsoft's new Farah 7B parameter model for computer use - with hilarious refusal results. Plus, we react to McKinsey's controversial report claiming AI agents could automate 57% of US jobs by 2030. We dive deep into Anthropic's pricing (3x cheaper than Opus 4.1), why Claude is now beating Google and OpenAI on agentic coding benchmarks, and whether MCP-UI apps in ChatGPT are a step backwards for AI workflows. Is Claude 4.5 Opus the new king of AI coding assistants? Should enterprises be worried about AI job replacement? And why did Microsoft's Farah model refuse to draw a moose? All this plus an AI-generated diss track roasting Sam Altman, Elon Musk, and Sundar Pichai.

Join Simtheory for Gemini 3 & Nano Banana Pro: https://simtheory.ai----CHAPTERS:00:00 - Gemini 3 Pro Impressions & Thoughts33:34 - xAI Releases Grok 4.1 Fast40:09 - More on Gemini 3 Pro: What We Want Improved45:46 - Gemini 3 Pro Dis Track51:16 - Thoughts on Nano Banana Pro And What It Means1:12:49 - Does Nano Banana Disrupt Design Software Like Canva? Where is This Going?1:26:20 - OpenAI's Reaction to Gemini 3 Pro & Nano Banana with GPT-5.1-Pro and Codex model updates1:32:38 - Final Thoughts & Sam Altman Sad Song1:38:41 - FATAL PATRICIA SONG1:42:12 - Gemini 3.0 Pro Diss Track----Thanks for your support plz like and sub xoxo

Join Simtheory & experience MCPs in action: https://simtheory.ai----00:00 - Chris Has a Merch Sponsor02:42 - In Defense of Sam Altman20:29 - Are We In An AI Bubble? & What is Working in The Enterprise?43:58 - Anthropic's Code Execution with MCP: Problems with MCP Context52:44 - Kimi-K2 Thinking Model Release1:00:45 - "In the Middle of a Bubble" Song----Thanks for your support and listening, we appreciate you!Join our Discord: https://discord.gg/TVYH3HD6qs

Join Simtheory to experience MCPs: https://simtheory.ai----00:00 - OpenAI's State of the Union & Why Cursor's Composer Model is a Threat44:26 - Does MCP Need To Die? Our Thoughts on State of MCP and Why The Client Implementations are the Problem1:07:53 - 1X NEO The Home Robot LOLZ1:28:05 - Greg Brockman, A Sad Song.----Thanks for listening and your continued support. We appreciate you.

Join Simtheory: https://simtheory.ai-----00:00 - AI Browser Wars: ChatGPT Atlas, Copilot Updates & Edge Copilot AI23:15 - Why Not Focus on Real Use Cases for AI?34:49 - Claude Skills: What Are Claude Skills? What is the Difference Between MCP and Skills?1:04:05 - Vibe Code Fashion: Oakley Meta Vanguards + Use Cases of AI Glasses1:15:05 - Top Models Used on Simtheory & Final Thoughts------Thanks for listening and your support xoxo

Join Simtheory: https://simtheory.aiUse "SIMLINK" to get 30% off Pro & Max annual plans until Oct 31st 2025----CHAPTERS:00:00 - Gemini 3.0 HYPE with "make an OS"03:50 - Anthropic Releases Claude Haiku 4.5: Initial Thoughts11:57 - Veo 3.1 and new modes (first frame/last frame & reference to image)25:20 - OpenAI's Erotica Mode & age verification thoughts34:25 - OpenAI Partners with Everyone & Memes35:38 - Salesforce OpenAI Partnership & What Should SaaS do with MCP apps?1:09:25 - Final thoughts, Polymarket----Thanks for your support and listening to the show xox

Join Simtheory: https://simtheory.ai----Check out our albums on Spotify: https://open.spotify.com/artist/28PU4ypB18QZTotml8tMDq?si=XfaAbBKAQAaaG_Cg2AkD9A----00:00 - OpenAI DevDay 2025 Recap03:24 - ChatGPT Apps SDK & MCP UI & Agents SDK42:11 - AgentKit & AgentBuilder: Who is it for?50:41 - GPT-5-pro in API53:15 - gpt-realtime-mini56:53 - Sora 2 & Sora 2 in API Vs Veo31:01:43 - Final thoughts & This Day in AI albums now on Spotify!Thanks for your support and listening xoxo

Join Simtheory: https://simtheory.ai (Use STILLRELEVANT for $10 off)----00:00 - Sora2 Examples00:56 - Sora2: Initial Impressions & Thoughts26:39 - Claude Sonnet 4.5: It's REALLY good47:09 - Claude Agent SDK & AI Agent Systems55:05 - Is Claude Imagine a Look at Future Software / AI OS?1:00:25 - Claude 4.5 Sonnet Dis Track1:06:24 - "Real AI Agents and Real Work" & Enterprise Agent / MCP workflows1:31:41 - LOL of the week Sora2 Steve Irwin Video1:35:07 - Full Claude Sonnet 4.5 Dis Track----Thanks for listening and your support, we really appreciate it!xoxox