Vibes & Benchmarks

AI is becoming mandatory and non-differentiating at the same time. You have to use it because your competitors are using it. But once everyone has the same tools, no one gets the edge. Josh and Ali get into SpaceX buying Cursor for $60B, the vertical stack bull case, distillation double standards, Anthropic getting regulated 2 days after asking for regulation, and why "just tell Claude you&#3...

SpaceX may be the weirdest AI IPO story of the year. Ali and Josh talk through why the "space + Elon + AI" story may not make sense on its own, why the real bull case might be chips, and how OpenAI and Anthropic are using policy language to shape the market around themselves. V&B covers SpaceX's retail IPO pitch, Elon's reality distortion field, Anthropic's pause plan, Op...

Co-hosts Ali Rohde and Josh Albrecht debate the hot topics that emerged this week including Bernie Sander's bill to give the public a 50% public ownership stake in Anthropic and OpenAI, whether frontier labs have lasting product-market fit, how AI is making us stupider, and why AI can make workers more valuable in the short term — until AI gets so good and companies have extracted all the doma...

Outset Capital GPs Ali Rohde and Josh Albrecht discuss what happened in AI this week. This week: George Hotz declares agents can't program, why macOS gets worse before it gets better, whether "100% written by Claude Code" is a flex or a red flag, the SpaceX S-1 and the case against a $2T valuation, Uber admitting AI token spend is "harder to justify," AI solving Erdős probl...

Outset Capital GPs Ali Rohde and Josh Albrecht discuss what happened in AI this week. Outset Capital is a San Francisco–based pre-seed and seed fund investing in AI, devtools, robotics, and the future of work. The three GPs are Ali Rohde (Managing Partner), Kanjun Qiu (CEO of Imbue), and Josh Albrecht (CTO of Imbue). Josh spends in the hundreds of thousands of dollars a year on tokens, runs his ow...

Outset Capital GPs Ali Rohde and Josh Albrecht discuss what happened in AI this week. Josh spends in the hundreds of thousands of dollars a year on tokens, runs his own recursively self-improving coding harnesses at Imbue, and has very spicy opinions about where the rest of the industry is wasting its money. This week: why data centers in space are dumb, whether open source becomes the Linux of AI...