Is the AI boom real… or are we watching a bubble get ready to burst? Billions of dollars are pouring into artificial intelligence, but figuring out where that money comes from, where it goes, and whether the spending can last is surprisingly complicated. Azeem Azhar, entrepreneur, author, and founder of Exponential View, joins Oz to break down the economics behind the AI boom and the findings from his new report, The State of the AI Economy. Azeem and Oz discuss whether today’s massive investments in chips and data centers are sustainable, why companies can spend years on AI before seeing a return, and what recent volatility in semiconductor stocks tells us about the industry. See omnystudio.com/listener for privacy information.
Aug 21
32 min
The AI conversation has become a battle between utopian promises and apocalyptic warnings. But what happens when we stop asking what AI will do to the world and start asking what it’s actually good for? Oz sits down with Josh Tyrangiel, journalist and author of AI for Good: How Real People Are Using Artificial Intelligence to Fix Things That Matter, to find out where AI is already making a difference. Oz and Josh explore why successful implementation depends more on stubborn humans than flashy technology. They also unpack the growing backlash against AI, the uncertain impact on jobs, and why Josh thinks we still have a narrow window to decide what we actually want AI to become.See omnystudio.com/listener for privacy information.
Aug 19
30 min
Evan decides it’s time to give his AI agents a little more ... agency. After all, to make the one-person, agent-run startup feasible, they need to be able to do things on their own. But as with humans, freedom sometimes comes with a certain amount of anarchy. To sign up for our newsletter and access ad-free episodes, visit shellgame.co.See omnystudio.com/listener for privacy information.
Aug 17
41 min
What’s driving America’s growing backlash against surveillance tech? Taylor Lorenz (User Mag) unpacks the outcry over Flock cameras and why the company thinks they are being unfairly targeted. Then, Gerrit De Vynck (The Washington Post) breaks down Mark Zuckerberg’s latest AI manifesto and Meta’s bid to catch up in the AI race. Finally, Nitasha Tiku (The Washington Post) explains OpenAI’s strange onstage postmortem of the Hugging Face hack… and why this moment feels so surreal. See omnystudio.com/listener for privacy information.
Aug 14
43 min
As Oz predicted, 2026 may very well be the year of the robot. At least, that’s what the robotics companies are promising. Oz sits down with Stephen Witt, author and frequent contributor to The New Yorker, to find out whether humanoid robots are really ready to hit the market. Spoiler: It’s a mixed bag. Oz and Stephen Witt discuss the hurdles facing humanoid robots and the risks of putting powerful machines in our homes. They also explore the surprisingly fierce debate over whether robots should look like humans at all and why NVIDIA may be positioning itself to control the brains of the robotic future.See omnystudio.com/listener for privacy information.
Aug 12
35 min
As Kyle, Megan, and the gang get to work ideating on the perfect product, Evan is left grappling with some uncomfortable questions about his AI collaborators — whose every attribute and memory he controls. To inform how he thinks about his own unnerving power to create and manipulate human imposters, Evan seeks guidance from Carissa Véliz, an associate professor at the Institute for Ethics in AI at Oxford University, and the author of the upcoming “Prophecy: Prediction, Power, and the Fight for the Future, from Ancient Oracles to AI.” To sign up for our newsletter and access ad-free episodes, visit shellgame.co. See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information.
Aug 9
40 min
What is Silicon Valley missing about the data center backlash? Jasmine Sun traveled to Wisconsin and Michigan to find out what's driving the public's growing mistrust of tech companies. Taylor Lorenz (User Mag) unpacks the internet's furious response to OpenAI's first influencer brand trip, what it reveals about the company's public image, and why Anthropic seems largely immune to the ire. Then, Reed Albergotti (Semafor) breaks down the dramatic unraveling of AI wunderkind Leopold Aschenbrenner's hedge fund—and what it reveals about the future of Silicon Valley's favorite philosophical movement: effective altruism.See omnystudio.com/listener for privacy information.
Aug 7
49 min
Brands, political parties, and businesses all want to know what you think. But what if you're not telling the truth? Cameron Fink, Ned Koh, and John Kessler, the founders of Aaru, believe the future of market research isn't polling humans—it's simulating them. They may be onto something. The three friends founded Aaru as teenagers, and it has since grown into a billion-dollar AI startup. Cameron Fink and Ned Koh join Oz to explain how their platform uses thousands of AI-powered "digital twins" to predict everything from consumer behavior and elections to which musicians are poised to break out. They discuss why they believe traditional surveys fail and the ethical questions that come with building a machine designed to forecast the future.See omnystudio.com/listener for privacy information.
Aug 5
43 min
As Evan gets Hurumo’s employees up and running as fully-functioning colleagues (with support from Maty), he learns what it’s really like to spend your days managing, collaborating with, and socializing alongside autonomous AI agents. And he quickly sees one of the significant cracks in the facade of the AI employee future: It’s one thing to get your agents to start acting like real employees. It’s something else entirely to get them to stop. To sign up for our newsletter and access ad-free episodes, visit shellgame.co. See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information.
Aug 3
37 min
Why is the US banning more Chinese technology? Reed Albergotti (Semafor) fills us in on the robot ban and what it means for American innovation. Then, new research on why Chinese open-source AI models may not be as big a threat as Washington makes it seem. Taylor Lorenz (User Mag) tells us about Substack’s new AI detection tool and what it reveals about how creators’ are using AI to build their content.See omnystudio.com/listener for privacy information.
Jul 31
41 min
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