Why Pacing AI Won't Stop the Apocalypse, Apple Ruins UI/UX with the IPhone Duo, and How Unlimited Tokens Changes Basically Nothing

Theo & Ben break down Jacob Coxon's resignation after three years in pretraining at OpenAI and Anthropic—and his warning that both labs are racing toward AGI and gambling with our lives—along with Dario's latest blog post about pacing the frontier and how Apple's iPhone Duo could have ruined app development (if AI didn't exist).

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Sources available on our Substack:
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Timestamps:
0:00 Intro
2:53 New iPhones
22:24 Apple and Carriers
32:38 Astra’s Reliability
47:55 Codex Usage and Caching
1:19:44 Anthropic Resignation
1:38:38 Pacing the Frontier
1:40:02 Embedded AI Evaluators
1:43:10 The Hugging Face Hack
2:02:29 React Native Debate
2:09:18 Fast Inference Tradeoffs
2:12:40 Democratic AI Coordination
2:18:22 China and Global Pacing