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Theo - t3․gg· 1 sept 2026Theo’s Interpretation of OpenAI’s Decision on Cursor and AstraTheoTheo connects the end of the partnership to concerns about model distillation and access to Astra.
0:18ENTheo - t3․gg· 14 ago 2026Theo Discusses Elon Musk’s Grok 4.7 PreviewTheo Browne · Ping LabsTheo reacts to Musk’s August 2026 claims about the next Grok model, its training and an expected release window.
0:26ENTheo - t3․gg· 31 jul 2026Theo Reads NVIDIA’s Open-Weight Letter as a Signal to AnthropicTheo Browne · Ping LabsTheo points to Anthropic’s absence from a letter about open-weight models and offers his interpretation.
32:11ENTheo - t3․gg· 30 jul 2026Open-Weight AI: Theo Examines NVIDIA’s Letter and Anthropic’s ResponseTheo Browne · Ping LabsThe companies disagree about the balance between open access and safety, while both discuss targeted responses to distillation concerns.
0:28ENTheo - t3․gg· 3 jul 2026Theo on the AI Bubble and the Value Beneath ItTheoTheo thinks AI is in a bubble, but says its underlying value remains an open question. He contrasts NFTs with the internet and its dot-com bust.
23:21ENTheo - t3․gg· 20 jun 2026Theo: Think Bigger When AI Makes Building CheaperTheoTheo compares AI-assisted development with the cloud transition and explains why he is experimenting with a broader developer platform.
27:55ENTheo - t3․gg· 28 may 2026Theo on Anthropic’s Reported Profit Forecast and AI Revenue GrowthTheoA discussion of annualized revenue, cloud distribution, usage-based pricing and the limits of a reported quarterly forecast.
35:13ENTheo - t3․gg· 7 may 2026Theo on Anthropic’s SpaceX Compute Deal and Claude Usage LimitsTheo Browne, Dario Amodei · Ping LabsThe May 2026 partnership expands capacity for Claude while raising questions about AI infrastructure, training data and competition.
41:11ENTheo - t3․gg· 5 may 2026Theo and ThePrimeagen on AI Subscriptions, Compute and Model EconomicsTheo Browne, ThePrimeagen, Dario Amodei · Ping LabsA discussion of usage limits, training costs and why the price of a token differs from the cost of useful work.
36:45ENTheo - t3․gg· 4 may 2026Theo on the Microsoft–OpenAI Agreement and Amazon’s Cloud OpportunityTheo Browne · Ping LabsThe 2026 amendment changes exclusivity and revenue sharing while keeping Microsoft and OpenAI in a continuing partnership.
36:03ENTheo - t3․gg· 4 ago 2025Theo on Meta’s Personal AI Strategy and the Shift Beyond Open ModelsTheo, Mark Zuckerberg · Theo - t3․ggA 2025 analysis of Meta’s personal-superintelligence announcement, platform history and the competition for personalized AI.