This week on TWiAI, Jason sits down with three founders at the center of the AI stack: Kanjun Qiu (CEO of Imbue), Carina Hong (CEO of Axiom), and Jonathan Siddharth (CEO of Turing). They break down Anthropic's explosive $30B run rate, why it just overtook OpenAI in revenue, Meta's bizarre internal token-burning leaderboard, and what happens when every person on Earth has 100 AI agents running for them. - *Anthropic's Revenue Explosion:* Anthropic hit a $30B run rate, up from $9B just six months ago, and appears to have overtaken OpenAI in token sales. The panel breaks down where the money is coming from and why Meta might be the biggest customer. - *Meta's Token-Burning Leaderboard:* Reports surfaced of an internal Meta contest rewarding teams for burning the most tokens, with employees building bots that loop just to rack up usage. Is it brilliant adoption strategy or pure waste? - *Open Source Agents vs. Lock-In:* Kanjun argues that handing your entire business, memories, and workflows to closed AI platforms is a recipe for lock-in. She's building open agent infrastructure so users can swap models freely and own their data. - *OpenAI's Identity Crisis:* The panel dissects OpenAI's dropped Disney deal, its $100B+ raise, internal CFO tensions, and whether the company is doing too many side quests while Anthropic eats its lunch. - *The Commodification of Developers:* A year ago, the debate was whether AI makes developers 5% or 15% more efficient. Now the question is whether everyone is a developer, and what that means for the industry. - *Why Open Source Must Win:* From Apple Silicon to local models, the case for owning your AI stack and why Jason is going all-in on open source hardware and software. Learn more about Imbue: https://imbue.com Learn more about Axiom: https://axiommath.ai Learn more about Turing: https://www.turing.com This Week In AI is made possible by: *PayPalOpen* - One Platform for all Business: http://paypalopen.com/ Timestamps: 00:00 Cold open 01:03 Welcome and intro to this week's panel 01:31 Kanjun Qiu on open source agents and Imbue 05:10 Carina Hong on building an AI mathematician at Axiom 06:30 Formal verification and why superintelligence needs proof 09:52 Jonathan Siddharth on Turing's superintelligence accelerator 15:53 Anthropic's $30B run rate and overtaking OpenAI 22:27 OpenAI's strategy, Disney deal, and $100B raise 28:27 Meta's internal token-burning leaderboard 44:08 The commodification of developers 50:31 God mode for code: formal verification in practice 58:27 Superintelligence in 36 months: what happens next 01:08:41 Apple, Siri, and why Big Tech is failing at AI products Subscribe to This Week in AI on Apple: https://thisweekinai.ai/spotify Subscribe to This Week in AI on Spotify: https://thisweekinai.ai/apple Thanks for watching! 🤖 If you want to stay ahead of the curve on all things AI, make sure to join our community across all platforms: 📩 Get the Weekly Newsletter: https://thisweekinai.ai/ 📺 Subscribe on YouTube: https://www.youtube.com/@ThisWeekinAIPodcast 📸 Instagram: https://www.instagram.com/thisweekinaipodcast 📱 TikTok: https://www.tiktok.com/@thisweekinaipodcast ✖️X: https://x.com/ThisWeeknAI Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Follow Oliver: https://x.com/oliverkorzen Check out all our partner offers: https://partners.launch.co/

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