Introducing Vibes & Benchmarks, our new weekly AI podcast

Our GPs Ali Rohde and Josh Albrecht have launched a new weekly podcast: Vibes & Benchmarks.

Each week they cover what actually happened in AI — the research, the products, the spending, and the bets we think will and won't pan out. Josh spends in the hundreds of thousands of dollars a year on tokens, runs his own recursively self-improving coding harnesses at Imbue, and brings spicy opinions about where the rest of the industry is wasting its money. Ali brings the investor lens from running Outset Capital.

The first episode is up now. Topics this week:

• Data centers in space. Why they're dumb.
• Open source as the Linux of AI. Whether it actually plays out.
• Tokenmaxxing. How to responsibly spend $300K+ a year in tokens.
• Agents for non-engineers. What they actually look like.
• Moats in a flat-software world. Which ones survive.

Subscribe to Outset Capital on YouTube for new episodes each week.