AI Vibe Check: Lab Wars, Why APIs Might Vanish & Future Predictions

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About this episode

Six months after their last roundup, Jacob sits down with Ari Morcos (Datology AI CEO, former Meta AI researcher) and Rob Toews (Radical Ventures partner, Forbes AI columnist) to take stock of an AI landscape that has shifted dramatically: coding agents crossing the long-time-horizon threshold has turned engineers into managers of agents, near-frontier open weight AI looks like it may be disappearing as Meta and the Chinese labs pull back, and Anthropic's restrictions on its newly released Fable model have its biggest supporters questioning whether safety framing is masking competitive positioning. The conversation runs through the full state of the lab wars, including Rob doubling down on…