TMT Breakout

TMT Breakout

TMTB Podcast Intel: Anthropic’s Douglas and Marwell on AGI and the Fable Rollout, Altman on the Astra Pause, OpenAI’s Sottiaux and Embiricos on Agents, DeepMind (GOOG) on Gemini Robotics

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Oct 05, 2026
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Today’s Essential Episodes:

  1. Anthropic’s Sholto Douglas and Nicholas Marwell on AGI Within a Couple of Years, Intelligence Costs Falling 10x a Year, the Fable Rollout and the Regulatory-Capture Critique
    Joe Lonsdale: American Optimist, with Sholto Douglas and Nicholas Marwell of Anthropic (recorded about a month before release, per the publisher)

  2. OpenAI CEO Sam Altman on the White House AI Accord, the ‘Superintelligence’ Rebrand, Rogue-Agent Incidents and the Astra Pause, and Where OpenAI Splits From Anthropic
    Politico’s The Decoded Podcast with Brendan Bordelon, and Sam Altman, CEO of OpenAI (interview recorded Thursday)

  3. OpenAI’s Tibo Sottiaux on Dots, Why Agents Will Take Most Actions Online, Revenue Sharing With Plugins and the Model OpenAI Held Back
    Lenny’s Podcast with Lenny Rachitsky, and Tibo Sottiaux, who leads ChatGPT and Codex at OpenAI

  4. Google DeepMind’s Keerthana Gopalakrishnan on Gemini Robotics 2, Why Robotics Is Still at a GPT-2 Stage, Hands Overtaking Grippers and Cross-Embodiment as the Bottleneck
    The Cognitive Revolution, and Keerthana Gopalakrishnan, research lead for Gemini Robotics at Google DeepMind

  5. OpenAI’s Dots Lead Alexander Embiricos on One Agent per Person, Why Dots Get Their Own Computers, Space, and Flat-Fee Pricing That Adapts to Your Budget
    Sources with Alex Heath, recorded live at OpenAI’s DevDay, and Alexander Embiricos, OpenAI’s Dots product lead


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