Grads boo AI, Reese Witherspoon gets dunked + Karpathy joins Anthropic | TWiAI E14

The frontier labs are coming for the application layer, and they're going to steal your idea. We dug into Andrej Karpathy's move to Anthropic, the new rules of AI etiquette, and why graduates are booing AI at commencement speeches.

This week's roundtable: Kanjun Qiu (CEO of Imbue, building open source agents), Jeremy Fraenkel (CEO of Fundamental, large tabular models for enterprise data), and Karri Saarinen (CEO of Linear, the product development system used by OpenAI, Coinbase, Cursor, Ramp, and Cash App).

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Timestamps:
0:00 Cold open
1:02 Welcome to Episode 14 of This Week in AI
1:45 Kanjun Qiu on Imbue's GPU cluster bet that funds the company
5:38 Jeremy Fraenkel on why LLMs choke on structured enterprise data
9:36 Karri Saarinen on Linear and product work for AI agents
12:50 Design in the age of AI: why early-stage product design is getting worse
21:18 Jason coins "AI etiquette": your output is your responsibility
33:30 Andre Karpathy joins Anthropic
40:00 The cult of each AI lab: SpaceX, Anthropic, OpenAI
47:00 Anthropic's pricing misstep and the "punk software" movement
50:00 The verticalization war coming for the application layer
55:00 "Claude knows more about me than my partner": power concentration in AI
58:30 Mac M5 clusters and confidential compute on AWS
1:07:30 Graduates boo AI at commencement: Schmidt, Borchetta, Cawfield
1:22:00 Four founders deliver their own commencement speeches
1:28:30 Reese Witherspoon vs the New York Times
1:33:00 Plugs and where to find the guests

🔗 Guests on X:
Kanjun Qiu, Imbue: imbue.com | x.com/kanjun
Jeremy Fraenkel, Fundamental: fundamental.tech | x.com/fraenkelj
Karri Saarinen, Linear: linear.app | x.com/karrisaarinen

🔗 Referenced in this episode:
Andre Karpathy joins Anthropic (announcement): x.com/karpathy/status/2056753169888334312?s=20
Imbue Blueprint (open source agent skill): imbue.com/blueprint
ExoLabs (daisy-chained Mac clusters): exolabs.net
Abacus (on-prem language models): goabacus.co
Whisper Flow (voice-to-text): wisprflow.ai
Perplexity Model Council: perplexity.ai
NYT editorial on Reese Witherspoon and AI: nytimes.com/2026/05/15/opinion/reese-witherspo…

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