#235: OpenAI-Hugging Face Hack Involved 100s of Agents, Bill Gates Now Pessimistic on Jobs, Nvidia Doubles Revenue & Anthropic Targets “$30 Trillion” TAM

OpenAI's Hugging Face hack keeps getting stranger; new investigations show autonomous agents that coordinated, deceived, and pursued their goal at almost any cost. Paul Roetzer and Mike Kaput break down what it means for the models coming next. They also cover Bill Gates reversing his stance on AI and jobs, Nvidia doubling revenue and buying Hugging Face, Anthropic's $30 trillion revenue pitch and its court win, McKinsey's 2026 State of AI, and more in the rapid-fire section.

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Timestamps:

00:00:00 — Intro

00:04:53 — The Wild Truth About OpenAI’s Hugging Face Hack Comes Out

00:31:08 — Bill Gates Changes His Mind on AI and Jobs

00:39:22 — Nvidia Doubles Revenue and Agrees to Buy Hugging Face

00:50:32 — Anthropic Sees a $30 Trillion Revenue Opportunity

00:54:24 — Judge Blocks Government’s Anthropic Blacklisting

00:56:31 — Controversy Over Legendary Investor’s AI-Written Op-Ed

01:03:11 — McKinsey Maps the State of AI in 2026