Financial Times San Francisco Bureau Chief Stephen Morris joins for our weekly discussion of the latest tech news. We cover: 1) Is GPT-5 really on its way? 2) GPT-5's reported capabilities 3) Is Sam Altman going to call GPT-5 AGI? 4) If GPT-5 codes well, where does that leave Anthropic? 5) Stargate hasn't made a single data center deal yet 6) Scaling Laws back in vogue? 7) AI math olympiad faceoff 8) AI data centers energy costs 9) Google's impressive earnings 10) Tesla's dark outlook 11) Satya Nadella addresses Microsoft's morale after layoffs

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Countdown to GPT-5, OpenAI’s Stargate Sputters, AI Math Wars

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Alex Kantrowitz Episodes Around July 25, 2025

What Apple's Failures Say About AI's Limitations — With M.G. Siegler

Sam Altman’s Gentle Singularity, Zuck’s AI Power Play, Burning Of The Waymos

Dwarkesh Patel: AI Continuous Improvement, Intelligence Explosion, Memory, Frontier Lab Competition

OpenAI and Microsoft Tension Boils, Amazon’s Job Automation, Zuck’s Spending Spree

Is AI Actually Saving The Stock Market? — With Tom Lee

The Web’s ‘Existential’ AI Threat, OpenAI’s Microsoft Office Competitor, Tesla Robotaxi Launch

Is AI Really Taking Our Jobs? — With Noah Smith

$100 Million AI Engineers, Vending Machine Claude, Legend Of Soham

Apple’s Anthropic Flirtation, Can Meta Build Superintelligence?, AI Browser Wars — With M.G. Siegler

Trade War Scorecard: What's Changing, Who's Winning, What's Next — With Ryan Petersen

OpenAI’s Windsurf Crash, Grok’s Wild Week, Replace Tim Cook? — With Aaron Levie

Big Technology @ Five Years

Condoleezza Rice: U.S. Tech at Risk Amid University Cuts, China Threat

Grok's AI Lovebot, Aqui-Hire-Sition Backlash, OpenAI's ChatGPT Agent Debuts

Are AI's Economics Unsustainable? — With Ed Zitron

Countdown to GPT-5, OpenAI’s Stargate Sputters, AI Math Wars

Anthropic CEO Dario Amodei: AI's Potential, OpenAI Rivalry, GenAI Business, Doomerism

Anthropic’s Potential, AI Video Gets Crazy, Market Bubble Approaching?

Mark Zuckerberg’s Personal Superintelligence, Layoffs and Payoffs, Writing With AI — With M.G. Siegler

Vibe Coding: Everything You Need To Know — With Amjad Masad

Does GPT-5 Live Up To the Hype?, AGI Wait Continues, Self-Loathing Gemini

OpenAI COO Brad Lightcap: GPT-5's Capabilities, Why It Matters, and Where AI Goes Next

Is The AI Going To Escape? — With Anthony Aguirre

Can The Web Survive Generative AI? — With Matthew Prince

Inside Google's Generative AI Reinvention — With Nick Fox and Liz Reid

The Big GPT-5 Debate, Sam Altman’s AI Bubble, OnlyFans Chatbots

The Hidden Science Behind Brain-Computer Interfaces — With Sally Adee

Did OpenAI Break ChatGPT?, Apple’s New iPhones, Saving Intel

Brain Computer Interface Frontier: Movement, Coma, Depression, AI Merge

Google’s Best Week Ever, AI’s Rising Costs, Putin and Xi’s Immortality Quest

Booz Allen CTO: Can AI Fix The Government — With Bill Vass

Summary