BUILT 2 SCALE | RECEIPTS OR REGRETS | End of Year SpecialWelcome to our brand new segment: Receipts or Regrets. A receipt is something you keep because you're proud of the call. A regret? Well, that's obvious.Matty and Scotty look back at 32 episodes of bold predictions, hot takes, and occasionally terrible life choices. With help from ChatGPT o1 (the only model that could handle all 32 transcripts), here are the calls that aged like fine wine and the ones that aged like milk.Let's dive in.Robots in the Home by 2025: Slop ReceiptScotty called it early: robots in homes by 2025. The Chinese came through with $20K humanoids you can actually buy. Tesla and Figure didn't deliver, but the ball went in. Wrong pocket, but still counts. Slop receipt kept.Make Every Australian a Millionaire: EscalateAustralia has $20 trillion in raw materials needed for AI infrastructure. Scotty proposed inviting global companies to build data centers here in exchange for giving Aussies a million dollars each plus free compute for life. The government? Still no AI strategy. No AI czar. Nothing. This isn't a receipt or regret. It's escalate and shout from the rooftops.AI in the Avocado: Big ReceiptGuzman y Gomez IPO'd at $45 per share with a $5 million valuation per store. Scotty said there must be "AI in the avocado" for that multiple to work. Today? Stock down 55% to $20. Lacks AI in the avocado confirmed. Receipt kept.Talking to Anna from Sesame AI in Bed: RegretMatty got caught talking to an AI voice assistant under the sheets. His wife walked in. "Who are you talking to?" "It's a bot!" didn't help. New rule: no bots in the bedroom.Steve Irwin Tech Talk in Dallas: Big RegretScotty invoked Steve Irwin while doing a tech talk in Dallas to lean into his Australian accent. Tough crowd. Too soon. Too much of a stretch. As a now embedded Austin local, even more cringey. Won't be doing that again.Qantas: Split DecisionScotty called out Qantas for no Wi-Fi on international flights in 2025 when Starlink exists. Regret. Matty? Qantas fanboy. Status points, flexi tickets, business class upgrades for $3K. He's keeping the receipt. Built 2 Scale will be taking separate flights.Brett Adcock 200x Apple: RegretBrett said Figure AI would be worth $800 trillion (200x Apple). Three years in, no product, lots of parties. Figure AI revenue? Near zero. Apple's revenue? $416 billion. Scotty's calling regret until Brett hires those two HR managers.Limitless Pendant Meets Zuck: RegretMatty bought the Limitless AI pendant. One year late, terrible battery, no Find My feature. Then got an email changing privacy terms. One hour later? Meta acquired them. Now Zuck has all his data, including the time he argued with his dog Hank and the AI thought Hank was a difficult coworker. Regret.Dual Carriageway: Apple and Google Ecosystems: RegretMatty self proclaimed he'd run dual ecosystems. Two laptops, two phones, two lives. Result? Paid $300/month for Google Ultra with no features and watched the Android Gemini phone camera take 10 seconds to open. Converted to Mac. Everyone not on Mac is wrong. Receipt on Mac, regret on Google.Peak Waymo vs. Tesla: ReceiptBoth called Tesla's long game over Waymo's robo taxi approach. Elon can produce a robo taxi for a tenth of the price. Economics win. Waymo might retrofit other OEMs with their tech, which is smart B2B play for the lefties and Euros who won't touch Tesla. But best product wins. Receipt.First Year ARR is Nonsense: Big ReceiptThe bubble frothiness of first year ARR announcements was too much. Monthly subscriptions reported as annual recurring revenue
In the final episode of 2025, Scotty and Matt celebrate 33 episodes of Built 2 Scale by diving into Yann LeCun's ultimate entrepreneurial pivot, raising $3 billion in euros after getting ousted from Meta by Alexander Wang to work on spatial intelligence. They dissect why this is terrible news for Elysium (autonomous homes now have a 10 year delay), celebrate Sergey coding again at Google while the Qantas vs United business class wars rage on, and introduce the year end segment Receipts or Regrets where they review their boldest predictions. From Brett Adcock's 200x Apple claim to robots in homes by 2025, from AI in the avocado to Limitless getting acquired by Zuck with zero notice, they hold nothing back in this year end wrap up featuring domain buying confessions, builder vs coder rants, and why coders should never be called builders.Built 2 Scale | Episode 33TIMESTAMPS:0:00 Final Episode of 2025: 33 Episodes Complete2:01 Yann LeCun Raises $3B for Spatial Intelligence Startup4:06 Why This is Terrible News for Elysium Autonomous Homes7:00 Brett Adcock's Figure AI Christmas Party: Robot Rave with Deadmau59:02 Voice AI Bandwidth Solution: Scotty's 30 Year Long Bet13:44 Human Like Voice vs Fast Intelligence: What Do You Actually Want?16:51 Sergey Back Coding at Google: The Return of the Founder21:57 Receipts or Regrets: Year End Prediction Review Begins23:41 Matt's Receipt: Robots in Homes by 2025 (Chinese Did It)25:47 Scotty's Escalate: Make Every Australian a Millionaire With Raw Materials28:52 Receipt: AI in the Avocado, Guzman y Gomez Down 55%31:01 Regret: Sesame AI Bot in Bedroom, Wife Not Impressed33:17 Regret: Steve Irwin Tech Talk in Dallas35:38 Qantas Fanboy vs United Points: The Business Class Debate40:09 Receipt: Peak Waymo, Tesla Has Long Game Sewn Up44:19 Regret: First Year ARR is Nonsense, Y Combinator Circular Economy46:39 Receipt: OpenAI Wants to Be Apple of AI (Johnny Ive Hire Confirmed It)52:27 Rant: Coders Shouldn't Be Called Builders, Leave Us That One Term56:26 Receipt: Just in Time Software Revolution Happening Now58:52 Matt's Dirty Drunk Habit: Domain Buying, Sold Usainboat.com for $201:00:34 Limitless Acquired by Meta: Zuck Now Has All of Scotty's Dog ArgumentsThis Episode Covers:Yann LeCun raising $3 billion in euros for spatial intelligence after Meta exit, choosing Europe where innovation goes to dieWhy Yann working on spatial intelligence is terrible news for autonomous homes timelineBrett Adcock throwing robot rave with Deadmau5 while still having no product after 3 yearsVoice AI bandwidth debate: Human like conversation vs fast accurate intelligenceSergey back coding at Google, spending 90% of time teaching rather than sitting on $500M yachtYear end Receipts or Regrets segment reviewing boldest predictions of 2025Robots in homes by 2025: Chinese delivered with $20K Unitree, not Tesla or FigureAI in the avocado: Guzman y Gomez down 55% from peak, now $2B market capFirst year ARR is nonsense: Y Combinator circular economy needs to exclude internal revenueOpenAI wants to be Apple of AI: Johnny Ive hire proved the hardware thesisThe builder rant: Coders sitting in Starbucks with Frappuccinos aren't builders, leave us that one termJust in time software: LLMs writing code on the fly rather than predefined workflowsQantas vs United business class points arbitrage strategiesKEY INSIGHTS:Yann's strategic retreat: Raising $3B in Europe for spatial intelligence after Meta exit shows classic researcher move to longer horizon tech when pressure mounts. Europe welcomes unproductive research with...
BUILT 2 SCALE | TOOL OF THE WEEK | Episode 32Every week, Matty and Scotty break down the strategies, frameworks, and tools that separate the world's best builders from everyone else.This week: Alloy, the prototyping tool that just created a 10x moment for non-technical people in software companies.Alloy: The "Aha" Moment for Product ManagersAlloy is a prototyping tool that lets non-technical people adjust software on the fly. Take a screenshot of your app, drop it into Alloy, and use natural language to make changes. It looks real, feels interactive, but it's a prototype.The Problem It SolvesBefore Alloy: Take screenshots, drag them into Figma, add arrows and markups, copy-paste elements from other screens. Tedious. Time consuming.With Alloy: Prompt it. "Hide the side panel and make the drawing full screen. Add markup tools, text, red drawing, pins, and comments. Let users save versions as private or distribute to subcontractors."Three minutes later? Interactive prototype complete.Real World ImpactMatty had a US prospect ready to buy, but they needed one feature: drawing markup tools. Instead of saying "I promise the engineers are working on it," he used Alloy to create an interactive demo in minutes. Sent the video to the client. Deal moving forward. Engineers building it in two weeks.That's the power: show, don't promise.Who Uses It?Product managers, sales teams, anyone who needs to visualize changes fast. You can grab a competitor's website, screenshot it, and say "do this, but add our features." It exports to Figma and code (though the code isn't production ready). The value is in design and iteration speed.The Bigger Picture: AI Native Private EquityThis tool sparked a bigger discussion: businesses are no longer just building software for industries. They're participating in industries as AI native players.Instead of building a tool for lawyers, start an AI enabled law firm that's better than the rest. Instead of servicing construction, acquire construction companies and apply your automation logic.This is the new age of private equity: acquire existing businesses with demand, apply AI to solve the logic layer (input, logic, output), and turn 10% profit margins into 30%.For software companies facing shrinking margins, the pivot isn't just selling tools. It's acquiring businesses and applying your logic to them.The Takeaway:Alloy represents a 10x improvement in prototyping speed. But the real insight? AI enables new business models. Don't just service an industry. Participate in it. Acquire businesses, apply automation, and enjoy the upside.What's your "aha" AI moment been? Have you found a tool that genuinely changed your workflow?Keen to stay ahead? Subscribe to Built 2 Scale on YouTube (link in comments)
BUILT 2 SCALE | ROBOT RUNDOWN | Episode 32Every week, Matty and Scotty break down the latest in robotics: from humanoids to specialized automation, and everything reshaping how we work, eat, and live.This week: Travis Kalanick (Uber founder) is quietly revolutionizing food production, and the debate between humanoids vs. point solution robots is heating up.Travis Kalanick's Cloud Kitchens: Rethinking Automation From First PrinciplesTravis is back on X, and he's showcasing something big. Cloud Kitchens isn't just automating food delivery. It's building the infrastructure layer for food production itself.The latest demo? A fully automated system assembling and bagging 300 bowls per hour using specialized robots for specific tasks. No humanoids walking around. Instead, Travis redesigned the entire process from scratch.This is the Elon playbook applied to food: don't fit into existing architectures. Redesign the whole thing. Creative first principles thinking applied to manufacturing speed and efficiency.Humanoids vs. Point Solution Robots: The Great DebateHere's the question reshaping robotics strategy: Do you want one humanoid doing everything, or multiple specialized robots each doing one thing perfectly?In manufacturing, Travis is proving the latter. In homes, the question gets more complex.The Coming Wave of Niche RoboticsJust like how niche coding apps must specialize to compete with giants like Gemini, robotics will follow the same pattern:The Big Players:Tesla (Optimus)FigureUnitree (China)Gens5 to 7 "Mag Seven" type companies building general purpose humanoids.The Point Solution Explosion:Hundreds of niche companies building specialized robots powered by the tech infrastructure from Google, Nvidia, and AI advancements.Examples already emerging:Abby (Melbourne): Companion robots for elderly care, designed to be friendly and colorfulOngo: A desk lamp robot with personality that interacts with you (think Toy Story vibes)These might seem like gimmicks, but they represent the next thousand successful businesses taking robotics mainstream.The Domestic Space Gets SmartWhat's already in your home? Legos. Barbie. Eight Sleep. Furniture. Appliances.Now ask: when does the intelligence layer and robotics layer get plugged into what's already there?Just like AI integrated into commercial spaces, we're about to see it plug into domestic life. Expect acquisitions. Expect $150 products on shelves that bring real robotics tech into everyday homes.Rising Tide Lifts All BoatsThe narrative that big companies will dominate and kill all startups misses the point. The technological revolution in AI and robotics is spawning entirely new categories.Yes, we'll talk about data centers in space. But we'll also celebrate the little products that make robotics tangible and accessible.The Takeaway:Robotics isn't just about humanoids. It's about rethinking systems from first principles (Cloud Kitchens) and creating specialized solutions for specific needs (point solution robots). The next wave won't just be dominated by giants. It'll be defined by hundreds of niche players making robotics part of daily life.Humanoids or specialized robots? What's your bet for the future?Keen to stay ahead? Subscribe to Built 2 Scale on YouTube
BUILT 2 SCALE | AI NEWS | Episode 32Welcome back to Built 2 Scale. Every week, Matty and Scotty cut through the noise to bring you the AI developments that actually matter: the moves reshaping markets, the strategies redefining competition, and the shifts you need to understand to stay ahead.This week: OpenAI's code red moment, Meta's aggressive pivot, data centers in space, and unexpected market effects from the AI boom.OpenAI's Hardware Play: 40 Apple Engineers and a Code RedOpenAI just hired 40 Apple hardware engineers. The battlefield has moved to hardware.The vision? AI models running on network nodes, generating what you need on the fly. No traditional operating system. Just intelligence in real time.If Apple builds AI into iOS and runs models locally, do you even need ChatGPT subscriptions? That's the existential question OpenAI is racing to solve.Meta's Limitless Acquisition: The Privacy Policy That Broke the NewsMeta acquired Limitless, the AI wearable. Customers got an aggressive email demanding privacy updates or lose access. Fifteen countries were cut off.One hour later? Meta announces the acquisition.With Yann LeCun's departure and this move, Zuckerberg is having his own code red. Meta now has Ray Bans, Oakley, and Limitless wearables. They're doubling down on hardware and pivoting away from open source AI.AI Data Centers in Space: Not Science FictionGavin Baker broke down why space based data centers make sense:Energy: Sun is 7x more powerful in spaceCooling: Space is freezingLand: Unlimited vs. NIMBY politicsRockets: SpaceX and Blue Origin make it viableThe only bottleneck? Bandwidth. But we've solved it for satellites.Boom Supersonic: From Jets to EnergyBoom built turbines for supersonic flight. Then realized the same tech can generate electricity for AI data centers.They raised $300 million from Altimeter and Y Combinator to pivot into energy infrastructure. Great tech, unexpected demand, funded vision.Kalshi: America's Youngest Female BillionaireThe Kalshi founder (PolyMarket competitor) just became the youngest self made female billionaire.Prediction markets prove backing opinions with money gets real information. Market equilibrium in action.Construction Wages Surge 25 to 30%Data center construction is driving electrician and plumber wages up 25 to 30%.Private capital deploying for AI infrastructure creates labor shortages. Rising costs create more incentive to automate and invest in robotics. Market forces playing out.The Takeaway:The AI race moved beyond models. It's now hardware (OpenAI vs. Apple), infrastructure (space data centers), energy (Boom's turbines), and real world effects (labor shortages). Companies that can't pivot across dimensions will struggle.What surprises you most? OpenAI's hardware push, data centers in space, or the construction wage surge?Keen to stay ahead? Subscribe to Built 2 Scale on YouTube
In this episode, Scotty enters crazy season construction while Matt preps for a founder mode Christmas, then they dissect Sam Altman's Code Red response to Google's dominance by hiring 40 Apple hardware engineers. The guys explore whether this signals an Apple acquisition setup or a play for the operating system layer, why Meta's Limitless acquisition with zero notice shows Zuckerberg scrambling without a clear vision, and Boom Supersonic's brilliant $300M pivot from jet turbines to natural gas energy for AI data centers. Plus: Why construction wages jumping 30% accelerates the robotics timeline, Travis Kalanick automating 300 bowls per hour at Cloud Kitchens, and the emerging Private Equity AI playbook of buying traditional businesses and injecting AI to 10x margins.Built 2 Scale | Episode 32TIMESTAMPS:0:00 Crazy Season Construction & Founder Mode Christmas2:57 Bill Ackman's "May I Meet You" Dating Advice Goes Viral7:10 Scotty's Stock Picks: Google Hits $4 Trillion8:28 Jensen on Joe Rogan: 4,000 Emails a Day, No Ice Baths11:15 OpenAI Code Red: Hiring 40 Apple Hardware Engineers15:38 Is Sam Setting Up an Apple Acquisition?21:01 Meta Acquires Limitless Pendant With Aggressive Privacy Changes23:41 Zuckerberg's Vision Problem vs Elon's Clarity33:51 Data Centers in Space: Unlimited Solar & Free Cooling38:52 Boom Supersonic's $300M Pivot: Jet Turbines to Energy46:33 Construction Wages Up 30% Thanks to Data Centers52:27 Travis Kalanick's Cloud Kitchens: 300 Bowls Per Hour1:00:34 Tool of the Week: Alloy Prototyping Changes Sales in 3 Minutes1:09:09 The Private Equity AI Playbook: Buy Businesses, Inject AI, 10x MarginsThis Episode Covers:OpenAI's hardware pivot hiring 40 Apple engineers as response to Google's model and compute advantageMeta acquiring Limitless with aggressive policy changes signaling Zuckerberg's lack of clear AI visionBoom Supersonic raising $300M by pivoting jet turbines into natural gas energy for AI compute bottleneckData centers moving to space for unlimited solar power, free cooling, and no environmental oppositionConstruction wages up 30% from data center demand accelerating automation and robotics investmentTravis Kalanick's Cloud Kitchens automating food at 300 bowls per hour with point solution robotsAlloy prototyping tool turning 3 hour design mockups into 3 minute AI powered iterationsThe Private Equity AI playbook: Acquire traditional businesses, inject AI logic, transform 10% margins into 30%KEY INSIGHTS:OpenAI's existential threat: Google has better models, cheaper TPU compute, and 100x more data. Hardware pivot either sets up Apple acquisition with Sam as CEO or prepares for OS layer competitionMeta's strategic confusion: Zuckerberg can't articulate clear five year vision like Elon does with multi planetary life and truth seeking AI. Scrambling with acquisitions instead of building coherent strategyBoom's antenna advantage: CEO Blake Scholl heard AI compute energy bottleneck and pivoted jet turbine tech to natural gas generation. Raised $300M solving bigger problem than supersonic flightSpace data centers unlock: Seven times more solar in orbit, free cooling, unlimited land, no NIMBY opposition. Elon's rocket monopoly plus Starlink bandwidth makes him infrastructure layer winnerWage surge validates robotics: 30% construction wage increases from data center labor demand creates bigger ROI case for automation than any efficiency argumentAlloy's 10x improvement: Non technical product managers mock interactive prototypes in 3 minutes vs 3 hours with Figma. Game changer for sales demos and client feedback...
BUILT 2 SCALE | TOOL OF THE WEEK | Episode 31 - November 28, 2025Every week, Scotty and Matty break down the strategies, frameworks, and mental models that separate the world's best builders from everyone else.This week's tools:1. Embrace the Flywheel EffectYour success operates like a business flywheel. All of your history and context from previous operations feeds into making your new product even better. Each win compounds the next.2. Learn by DoingTake a page from James Dyson's playbook: "Don't think too long about doing things, just go out and do them." When faced with a question, just go do it.3. Curate Your Content DietReplace mindless scrolling with high-value content. Be ruthless about your triggers. If needed, start a fresh social media account focused on your domain expertise or entrepreneurship. Make your scrolling work for you.4. Know Thyself Before You HireAsk yourself: What am I good at? Why me? What skills do I need around me? This clarity reveals whether you need a co-founder and helps identify your superpower.5. Hire for Your WeaknessesHire for what is absolutely not your superpower. Early SpaceX had great rockets but was about to die until Elon hired a VP of sales to secure government contracts. Let go of the vine on non-superpower areas.6. Clarify Your Vision in WritingPut your vision in writing so new hires can take it away and explain it to their friends and family. As Mark Andreessen says, a CEO's greatest skill is the ability to tell a story. This attracts customers, talent, and capital.7. Prioritize Foundational RolesIn the first three years of scaling, nail these three categories: Product (CTO), Brand (CMO), and Distribution (Head of Sales or Growth). Everything else can wait.8. Block Out Thinking TimeYour role as a founder is to set the vision, not be completely operational. Block out sections of days with no tasks to do. Use this time to think about the vision or pivot into solving business problems.Which tool resonates most with where you are right now?Keen to stay ahead? Subscribe to Built 2 Scale on YouTube
BUILT 2 SCALE | AI NEWS | Episode 31 - November 28, 2025Every week, Matty and Scotty cut through the noise to bring you the AI developments that actually matter: the moves reshaping markets, the strategies redefining competition, and the shifts you need to understand to stay ahead.Google's Gemini 3 Adds $2 Trillion to Market Cap—The Age of Scaling is OverThe AI landscape just shifted from a compute arms race to a battle for ecosystem dominance, custom silicon, and real-world intelligence.The Vertical Integration PlayGoogle spent a decade building proprietary TPU chips, and it just paid off. By cutting Nvidia dependency entirely, they can now out compete on cost per token. The new race? Token per watt efficiency. Google just took the lead.Ecosystem = MoatGemini 3 isn't just competitive with OpenAI and Claude. It's natively integrated across Pixel, Google Docs, YouTube, and every product in the Google suite. When your model is "at par or better" AND built into tools people use daily, distribution becomes your unfair advantage.Real-World Intelligence Takes Center StageGemini 3 Pro understands 3D context, turning sketches into renders and photos into floor plans. It actively "watches" YouTube clips instead of just reading transcripts. The training data advantage? Unbelievable.Industry consensus is clear: top minds (including Ilya from OpenAI) say "the age of scaling is over." The next frontier demands:→ Reduced energy consumption→ Real-world spatial intelligence→ Physical applications beyond screensThe Three-Layer StrategyMusk's playbook tackles all constraints simultaneously:Real-world data → Tesla fleetEnergy → Tesla batteries & solarCompute → Custom chips with SamsungThis is full-stack AI competition.OpenAI's MoveTo justify their valuation, OpenAI must expand into memory, personalized UI, and consumer apps (payments, shopping). The bet: LLMs "can get into everything in your life."The Niche-Down ImperativeIf you're building on foundational models: specialize or die. Google and OpenAI offer such broad capability that billion dollar companies must carve defensible niches with specialized workflows or get priced out.Geography Matters LessSilicon Valley's premium only applies to cutting edge AI research. For companies leveraging models intelligently or scaling GTM? Austin, NYC, Denver work fine.The Takeaway:AI competition evolved into a multi-dimensional battle: custom silicon, ecosystem lock in, real-world data, energy efficiency. Companies that can't compete across dimensions must niche down fast.What's your take? Are we past the age of scaling?Keen to stay ahead? Subscribe to Built 2 Scale on YouTube (link in comments).
In this episode, Scotty debates whether cricket on office TVs kills productivity or builds culture, while Matt navigates Thanksgiving week shutdowns in Austin where the entire tech economy grinds to a halt. They dissect the seismic shift happening in AI infrastructure as Google's Gemini 3.0, trained entirely on TPUs, proves you can bypass Nvidia's 75% margins while building world class models. The implications are staggering. From vibe coding startups getting bundled out overnight to the "age of scaling is over" consensus among top researchers, they explore whether there's room for multiple frontier models, why Marc Andreessen's "Silicon Valley is everything" take misses the mark, and the critical hiring mistakes founders make in their first three years.Built 2 Scale | Episode 31TIMESTAMPS: 0:00 Thanksgiving Shutdowns & Cricket in the Office Debate4:12 WeWork Economics & Culture vs Productivity Balance8:14 Google Gemini 3.0: The TPU Strategy That Changes Everything13:18 Google vs Nvidia: Token Per Watt Economics & Market Impact16:59 Vibe Coding Apocalypse: How Gemini Beat Lovable in One Day21:20 Multi Model Future: Claude, ChatGPT & Gemini Strategies26:46 Ilya's Bombshell: "The Age of Scaling is Over"31:51 Real World Data: The Next AI Frontier Beyond 2D Training36:49 Marc Andreessen vs Reality: Do You Really Need Silicon Valley?42:16 Distributed Teams: Time Zone Hell & The Remote Work Debate47:02 Tool of the Week: Founders Podcast (400+ Biographies Distilled)51:38 Screen Time Hacks & Content Diet Optimization56:26 The 3 Critical Roles to Nail When Starting a Business1:03:08 SpaceX Lesson: Why Elon Nearly Died Without a VP of Sales1:06:29 Vision Distribution: Writing It Down vs Giving SpeechesThis Episode Covers:Google's Gemini 3.0 TPU training strategy and what it means for Nvidia's marginsWhy cost-per-token economics matter more than benchmark scoresThe vibe-coding startup extinction event: Lovable vs Gemini in one dayClaude Opus 4.5 release and Anthropic's coding-first AGI thesisMulti-model future: Room for Google, OpenAI, Anthropic with different strategies"Age of scaling is over" consensus from Ilya, Yann LeCun, Demis HassabisReal-world data and spatial intelligence as the next AI breakthroughMarc Andreessen's Silicon Valley claim vs distributed global talent realityTime zone brutality and why AR/VR won't fix remote workTool of the Week: Founders Podcast distilling 400 biographies into patternsThe 3 critical roles to nail when starting a business (two frameworks)SpaceX lesson: Vision in writing scales, speeches don'tKEY INSIGHTS:Google's economic warfare: TPU training creates structural 50% cost advantage vs Nvidia-dependent competitors—forces token price matching while OpenAI pays premium marginsVertical integration checkmate: When Google reaches model parity, ecosystem lock-in (Docs, Search, Android, YouTube) becomes insurmountable moatThe bundling massacre: Gemini beating Lovable in one day signals what Microsoft did to Zoom with Teams—horizontal players will bundle out vertical startupsAnthropic's focus moat: All-in on coding creates talent magnet and defensible niche while Google/OpenAI serve billions horizontallyScaling plateau is real: GPT-3→3.5→4 showed diminishing returns—top researchers (Ilya, Yann, Demis) agree architectural breakthroughs needed, not just more computeReal-world data frontier: 2D screen training has plateaued—spatial intelligence from IoT/sensors/robotics is where next breakthroughs happenGeographic arbitrage reality: SF only necessary
In this episode, Scotty takes FSD to hurry-mode across San Francisco while Matty battles jet lag with his toddler, and both come back with insights on what really matters in 2025's AI landscape. From crashing VC offices unannounced to exposing the AI consultant charlatans at LA's business summit, they tackle the shift from startup hustle culture to sustainable founder life. Featuring deep dives on ChatGPT's Pulse feature, the explosion of AI slop, why Australia's tech lag might actually be an advantage, and why the startup community needs a "Pensions, Yachts and Families" club for founders who want to build empires without sleeping in the office.Built 2 Scale | Episode 30TIMESTAMPS:0:00 Back in Action: Cross-Continental Travel Updates0:42 Formula One Pace: Solo Travel vs. Family Speed1:19 Mad Max Mode: Full Self-Driving Hacks in San Francisco3:47 Cold Calling Silicon Valley: Showing Up at VC Front Doors5:05 The Bogan Accent Advantage: AI Can't Fake Aussie Yet6:22 LA Business Summit Letdown: Celebrity Watching vs. Real Innovation7:21 AI Consultant Charlatans: 65-Year-Olds Promising AI Transformation1:03:06 ChatGPT Pulse: Sam Altman's Favorite Product Feature1:04:24 Wallet Reduction Section: Which AI Subscriptions Are Worth It?1:05:08 The $300/Month AI Subscription Problem1:05:34 Matt's Startup Rant: Where's the Founder Parent Community?1:07:23 Pensions, Yachts and Families: The Anti-Hustle Founder Club1:08:28 Yann LeCun as Scott's Future CTO?This Episode Covers:- Tesla FSD Hurry mode and Formula One-speed solo travel hacks- Why showing up unannounced at VC offices beats AI-generated pitch decks- The AI consultant charlatan problem plaguing business conferences- How Australia's tech lag creates a unique accent-based moat against AI- ChatGPT's Pulse feature and why it's worth the Pro subscription- The explosion of AI slop and how to cut through the noise- Why most AI subscriptions at $300/month aren't worth it for non-coders- The missing community for founder parents who refuse hustle culture- Jeff Bezos's three-decisions-a-day philosophy for mature founders- Why Y Combinator's rage bait culture is failing responsible adultsKEY INSIGHTS:- Physical presence at VC offices creates authenticity AI can't replicate. Video proof of being there beats any AI-generated pitch- ChatGPT's Pulse feature represents the future of proactive AI assistants that work in the background on your behalf- The Bogan Australian accent is an accidental moat. Not enough training data for AI models to fake it convincingly- Startup culture needs a counterbalance to 20-year-olds sleeping at the office. Successful founders can build while being present parents- AI subscriptions are consolidating. Most founders only need one premium tier, not three $300/month products- The AI consultant wave is filled with people who don't understand the technology they're selling- "Pensions, Yachts and Families" beats hustle porn. Sustainable founder lifestyles build better long-term companiesAbout Built 2 Scale:Weekly analysis of artificial intelligence business strategy, robotics adoption, and technology market dynamics. Hosted by Scott Wilcox (Australia) and Matt Perrott (Austin), providing actionable insights for founders, investors, and technology executives navigating the AI transformation.Subscribe for AI business intelligence: /@built2scaleAvailable on Spotify | Apple Podcasts
In this episode, Scotty and Matty swap the Apple Watch for knockoffs, swap politeness for precision, and dive into what it really means to operate in “vision mode.” From ditching devices and redefining productivity to the rise of humanoid robots, space-based data centers, and the end of polite AI — they explore how the world is shifting from intelligence as the goal to agency as the edge. Featuring reflections on Jensen Huang, Elon Musk, and the founder of Deel, they unpack how velocity, candor, and taste will define the next generation of builders and leaders.Built 2 Scale | Episode 29TIMESTAMPS:0:00 Back in Melbourne: BuildPass Office Rooftop Recording0:39 Melbourne Building Expo: Getting Recognized for the Pod2:04 Wide Variety of Listeners: Builders to Tech Geeks3:58 Ditching the Apple Watch: Battery Life Problems1:07:45 The Cost of Intelligence Going to Zero1:08:19 Generalist with Half Your IQ Will Outperform You1:09:11 The “Stuck at Dinner Table Test” for Hiring1:10:16 Base Level Intelligence Still Required1:11:01 Pro-Competent vs Anti-AI in the Workplace1:11:31 High Agency + Low Intelligence = Criminal1:12:16 Agency, Intelligence, and Taste: The Three-Legged Stool1:13:29 Toby Lütke: Don’t Make It Obvious You’re Using AI1:14:10 Building AI Seamlessly Into Products (Magic Trick Analogy)1:15:09 Intelligence as Substrate: Autonomy → Time → Well-BeingThis Episode Covers:• Why agency is becoming more valuable than raw intelligence in hiring decisions• The three-legged stool framework: agency, intelligence, and taste• How AI is commoditizing intelligence and what that means for hiring• Why the “stuck at dinner table test” matters for company culture• Toby Lütke’s philosophy: use AI but don’t make it obvious• Building AI seamlessly into products like a magic trick• The correlation between agency and intelligence in hiring matrices• Why competence without AI still matters in the workplace• Intelligence as the substrate that leads to autonomy, time, and well-beingKEY INSIGHTS:• The generalist with confidence often outperforms the super intelligent person without agency• High agency + low intelligence = dangerous; base competence is still essential• Modern hiring prioritizes “who can get me out of a bind” over “who has the highest IQ”• AI should be invisible in products—users should experience magic, not see the mechanism• Intelligence → Autonomy → Time → Well-Being creates a feedback loop for modern work• The best hires are people you’d happily be stuck with at a company dinnerAbout Built 2 Scale:Weekly analysis of artificial intelligence business strategy, robotics adoption, and technology market dynamics. Hosted by Scott Wilcox (Australia) and Matt Perrott (Austin), providing actionable insights for founders, investors, and technology executives navigating the AI transformation.Subscribe for AI business intelligence: /@built2scaleAvailable on Spotify | Apple Podcasts#AI #Hiring #Agency #Intelligence #Startup #BuildToScale #TechPodcast #Melbourne #Leadership #AIStrategy
This week on Built 2 Scale, Matt reports live from Shanghai at 4:30 AM battling jet lag, the guys dissect OpenAI's surprise Atlas browser launch and the conspiracy behind the name, Brett Adcock claims solving humanoid robots will create a company 200x bigger than Apple, and voice UI takes over the home as a 4-year-old hacks Google Home for K-pop concerts. Plus: The world's most valuable private companies ranked, SpaceX/Stripe/Neuralink predictions, and why AGI timelines are all over the map.Built 2 Scale | Episode 28TIMESTAMPS:0:00 Matt Broadcasting from Shanghai at 4:30 AM: Jet Lag & Lost Coffee Orders1:32 OpenAI's Atlas Browser Launch: Did Sam Steal the Name from Matt's Supply Chain?4:09 Brett Adcock's Latest: "Solving Humanoid Robots = 200x Apple's Value"5:38 Voice UI Revolution: How a 4-Year-Old Hacked Google Home for K-pop9:14 The Home Should Be Voice First: Kids Leading the Interface Revolution14:01 Meta's Smart Glasses Success: Ray-Ban Collaboration Working18:47 ByteDance's Doubao Model: China's Answer to ChatGPT23:35 OpenAI's Atlas Browser Deep Dive: Chrome Extension Strategy29:42 Browser Wars: Why OpenAI Needs Distribution Beyond ChatGPT35:18 Figure AI Update: Production Timelines & Capital Raising Commentary42:56 Tesla Optimus vs Figure: The Race for Humanoid Manufacturing48:23 Robotics Business Models: Hardware Sales vs Robot-as-a-Service53:41 Jensen Huang's Prediction: "Robots Will Do Everything That Moves"58:16 AI Infrastructure Investments: The Picks and Shovels Play1:02:34 Databricks at $100B: The Sleeper Enterprise AI Giant1:06:49 Anthropic vs xAI: Comparing the AI Foundation Model Challengers1:11:28 AGI Timeline Predictions: Elon, Dario, Ilya & The Field1:17:09 World's Top 10 Most Valuable Private Companies Breakdown1:18:04 Final Predictions: SpaceX, Stripe & Neuralink as Future Monopolies1:21:24 Peter Thiel's Villain Arc & Zero-to-One PhilosophyAbout Built 2 Scale:Weekly analysis of artificial intelligence business strategy, robotics adoption, and technology market dynamics. Hosted by Scott Wilcox (Australia) and Matt Perrott (Austin), providing actionable insights for founders, investors, and technology executives navigating the AI transformation.Subscribe for AI business intelligence: /@built2scaleAvailable on Spotify | Apple Podcasts#AI #OpenAI #Atlas #FigureAI #Robotics #SpaceX #Stripe #Neuralink #VoiceUI #AIStrategy #Built2Scale #PrivateCompanies #TechNews
This week on Built 2 Scale, Matt and Scotty dissect the agent workforce transformation as companies redesign org charts with AI reports-to structures, Figure AI's staggering capital appetite hits new heights with a dedicated fundraising team, and autonomous websites that evolve based on competitor moves. Plus: Why young people are abandoning the internet, the ChapGPT-Slack integration strategy breakdown, and Meta's AR glasses distribution disaster.Built 2 Scale | Episode 27TIMESTAMPS:TIMESTAMPS:0:00 Scott's Italian Adventure: Lake Como Meetings & Tuscany Pitches2:14 Elon Loses a Customer: Matt Ditches Tesla for Toyota4:47 Scotty's Stock Picks: Called the Crypto Crash & Market Top5:58 Figure AI's Brad Adcock: "Assembling Capital Formation Team to Raise Tens of Billions"8:04 Sam Altman's $250K Car Troll vs Paul Graham9:21 Meta Finally Cracked VR (The Animation We Can't Show You)10:49 Matt's China Trip: UniTree Factory Visit Plans12:53 Jensen Huang & Lisa Su: GPU Empire Cousins Revealed14:18 Autonomous Websites: Flint's $5M Round for Self-Evolving Sites17:30 AI Slop vs Real Content: The Coming Bifurcation18:38 Greg Isenberg Data: Under-25s Abandoning Internet for First Time21:12 Human Reaction to AI Avatars & Seeking Real Content24:30 The Bifurcation: When to Use AI vs Real Experiences25:47 N8N's Natural Language Workflow Builder: The Real Unlock29:11 Cursor's Browser Control: Final Piece of Autonomous Software Production31:21 McKinsey's 4 Stages of Agentic Workflows33:22 Designing Org Charts with Agents: Automate the Ordinary, Elevate the Extraordinary37:43 High Agency People & Building Agents Across Departments40:09 The Construction Site OS: Let Agents Handle...
This week on Built 2 Scale, we call the market top with multiple bubble indicators: Wang's $14B acquisition raising eyebrows, Chamath's SPAC return, and a $30K baby naming service in San Francisco. Plus: OpenAI's explosive week with Sora video generation and the Stripe/Shopify shopping partnership that could capture billions in commerce revenue.Built 2 Scale | Episode 26Timestamps:00:00:00 AFL Grand Final Weekend & Les Grossman Dance Plans00:02:04 Nano Banana to Veo 3: AI Meme Evolution at Grand Finals00:04:48 San Francisco VC Party Intel & Scale AI Drama00:07:27 Wang's $14B Payday vs Steve Jobs' $10B Lifetime Earnings00:09:49 Top of the Bubble: $30K Baby Naming & Chamath's SPAC Return00:12:30 Las Vegas Police Deploy Cybertruck Fleet for Pursuits00:14:56 Robot UFC Fighting: Peak San Francisco Bubble Indicator00:15:26 Maximo Raises $9M to Automate Finance Teams00:17:14 Thanks for Watching: AppLovin CEO on A-Players & Automation First00:18:39 Hiring Strategy: Domain Experts vs Pure Automation Approach00:21:45 Figma's Jevons Paradox: AI Efficiency Creates More Demand00:23:23 OpenAI's Sora Video Model with Integrated Sound Launch00:26:48 OpenAI x Stripe x Shopify: The Shopping Agent Infrastructure00:30:24 Google Launches AI Mode Visual Search for Shopping Competition00:31:45 Where LLMs Get Training Data: 40% Reddit, 26% Wikipedia00:34:13 Periodic Labs: $300M "Founding Round" for AI Physical Sciences00:38:10 Jensen Huang's Energy Arbitrage: $35B Revenue Per Gigawatt00:42:09 Dyna Robotics: 99% Success Rate with Generalized Learning00:46:51 Tesla RoboTaxi Cost Advantage: 50 Units vs Waymo's 600:49:09 Tesla Gigafactory China: 98% Automated Manufacturing Floor00:52:18 Stripe's ACP Protocol: Commerce Infrastructure for Agent Economy00:56:05 Founder Files: Keith Rabois' 8am Office Arrival Test00:57:23 Building in Public: Hiring Talent from Your Media Diet00:59:10 Personal Operating Systems: Brian Halligan's CEO Question01:01:49 Strategy Session Advice: Henry Ford's "Faster Horses" WisdomTHIS EPISODE COVERS:AI Product Launches & Partnerships:- OpenAI's Sora 2 video generation with integrated sound- The OpenAI + Stripe + Shopify partnership creating conversational commerce infrastructure across millions of stores- Google's AI Mode visual search with voice launching 24 hours later to compete for shopping dominance- Stripe's Agentic Commerce Protocol (ACP) establishing transaction standards for agent-to-agent commerce- Periodic Labs' $300M bet on AI solving humanity's hardest physical science problemsPeople Referenced:- Jensen Huang (Nvidia CEO) - BG2 Pod interview- Patrick Collison (Stripe CEO) - ACP protocol announcement- Toby Lütke (Shopify CEO) - 15-year keylogging experiment- Keith Rabois (investor) - 8am office test methodology- Brian Halligan (HubSpot founder) - personal operating systems- Demis Hassabis (DeepMind) - AlphaFold training methodology- Alex Wang (Scale AI CEO) - Meta acquisition concernsand more!--------------------------About Built 2 Scale:Weekly deep dives into AI business strategy, robotics deployment, and technology market dynamics. Hosted by Scott Wilcox (Melbourne) and Matt Perrott (Austin), delivering actionable intelligence for founders, investors, and operators navigating the AI transformation.Subscribe: youtube.com/@built2scaleAvailable on: Spotify | Apple Podcasts | YouTube
This week on Built 2 Scale, we explore Jensen's conquest of capitalism through circular AI investments, Meta's Ray-Ban AR breakthrough, and the device-less future where your home becomes the computer. Plus: why squirrels follow Scott around New York, Matt’s iPhone 17 Pro unboxing, and our updated Top 5 AI power rankings after Jensen's Intel play.Built 2 Scale | Episode 25TIMESTAMPS:0:00 Scott's Squirrel Whisperer Powers in New York2:30 The $100B Investment Merry-Go-Round: OpenAI, Oracle, Nvidia5:00 Jensen's Capitalism Hack: Buy Customers, Watch Stock Rise 30%12:00 AI Salary Negotiations: When Both Sides Use ChatGPT16:30 Meta Ray-Ban AR Glasses: Google Glass Done Right25:00 Oura Ring's $10B Valuation: Wearables Beyond Apple's Ecosystem30:00 Matt's iPhone 17 Pro Unboxing + AirPods 3 Chinese Translation Test42:00 The Device-Less Future: Why Your Home Should Be the Computer50:00 Elycium's Autonomous Home Architecture: $50K On-Site AI Workstations58:00 Tobi Lutke's 15-Year Screenshot Strategy for CEO Optimization1:05:00 Robot Rundown: Jensen Backs Waymo Competitor Wayve1:12:00 Boring Company's Autonomous Tunneling: 1% of Traditional Costs1:16:00 Top 5 AI Rankings Updated: The Holy Trinity vs Sam's Premium FeaturesThis Episode Covers:- Jensen Huang's circular investment strategy creating 30% instant returns- Meta's Ray-Ban partnership disrupting the AR glasses market 10 years after Google Glass- The rise of non-Apple wearables: Aura Ring's billion-dollar revenue milestone- iPhone 17 Pro real-world testing with local AI model capabilities- Elycium's vision for AI-native home architecture with embedded compute- Why influence and trust remain human-only skills in the age of automation- Wayve's camera-only autonomous driving approach backed by Nvidia- The Boring Company's breakthrough in autonomous tunnel constructionKEY INSIGHTS:- How tech giants are creating self-reinforcing investment cycles that break traditional capitalism rules- Why the smartphone-to-AR transition mirrors the desktop-to-mobile shift of the 2000s- The architectural revolution required for truly autonomous homes with integrated AI infrastructure- Why CEOs should focus on influence and distribution as automation-proof career strategies- The emerging divide between AI-native companies and legacy businesses trying to adaptAbout Built 2 Scale:Weekly analysis of artificial intelligence business strategy, robotics adoption, and technology market dynamics. Hosted by Scott Wilcox (Australia) and Matt Perrott (Austin), providing actionable insights for founders, investors, and technology executives navigating the AI transformation.Subscribe for AI business intelligence: /@built2scaleAvailable on Spotify | Apple Podcasts
This week on Built 2 Scale, Scott broadcasts from Maui while Matt navigates New York with a sick toddler as we dive into Meta's AR Ray-Bans leak, Elon's humanoid robot complexity revelations, and why Larry Ellison just became Gen Z's granddaddy overlord. Plus: Brett Adcock burns another billion, Mira Murati releases a research blog instead of a product, and our AI Top 5 rankings get spicy.Built 2 Scale | Episode 24TIMESTAMPS:0:03 Aloha from Maui: Kids Vomiting on Qantas Without WiFi3:36 Google's Nano Banana Creates Perfect Scotty Beach Photo5:16 Meta Ray-Bans Go Full AR: Display + EMG Wristband Leak8:48 Apple Vision Pro is Dead vs Meta's $300 Social Wearables10:22 All In Summit: Elon's 45-Minute Masterclass Returns11:35 Optimus Complexity: 26 Hand Actuators, Zero Suppliers Available16:31 Scotty Stocks Bell: Tesla Doubles, Nvidia Up 40%, Google Up 30%18:00 Larry Ellison's September: $100B Overnight + TikTok Control22:10 Demis Hassabis: DeepMind Now Controls All Google AI24:03 AGI Definition Debate: Einstein's Knowledge vs Model Training25:24 Robot Rundown: Factory Worker Job = 18 Lines of Code32:00 Brett Adcock Raises $1B+ for Figure at $39B Valuation36:32 Brookfield, Nvidia, Macquarie: Serious Money Backs Humanoid Vision40:35 OpenAI Job Posts Hint at Robotics Entry Strategy42:51 Mira Murati's $2B Raises $2B, Releases Research Blog Six Months Later49:09 Tool of the Week: Granola Mobile App vs ChatGPT Voice Mode Failure55:03 Parting Wisdom: Humanoid Gold Rush - Picks and Shovels Strategy59:31 AI Top 5 Draft: Murder Accusations, Knighted Scientists, Daddy's HomeThis Episode Covers:- Meta Ray-Bans AR upgrade with display and EMG wristband control leaked accidentally- Elon reveals Optimus complexity: 26 hand actuators none commercially available- Larry Ellison's $300B Oracle-OpenAI infrastructure deal and TikTok acquisition- Demis Hassabis restructures Google with DeepMind as AI engine room- Factory automation compressed to 18 lines of code raises job complexity questions- Figure AI raises $1B+ from Brookfield, Nvidia, Macquarie at $39B valuation- Mira Murati's deterministic AI research blog after six-month $2B raise silence- Granola mobile app phone call transcription vs ChatGPT voice unreliabilityKEY INSIGHTS:- Apple Vision Pro failure vs Meta's social-first AR approach at accessible pricing- Vertical integration strategy: Tesla building all Optimus components in-house- Infrastructure plays: Oracle capturing OpenAI spend, Nvidia supplying everyone- CEO role evolution: Vision, talent, capital over hands-on product development- Humanoid robotics gold rush: Opportunity for picks-and-shovels businessesAbout Built 2 Scale:Weekly analysis of artificial intelligence business strategy, robotics adoption, and technology market dynamics. Hosted by Scott Wilcox (Australia) and Matt Perrott (Austin), providing actionable insights for founders, investors, and technology executives navigating the AI transformation.Subscribe for AI business intelligence: /@built2scaleAvailable on Spotify | Apple Podcasts
This week on Built 2 Scale, we return from our strategy week break with our most Elon-heavy episode ever as he skips Trump's tech dinner to flex with massive product announcements. Plus: Apple's product-first AI strategy, China's 1000km/h maglev trains, and why figure robots are moving from one towel to full household automation faster than anyone expected.Built 2 Scale | Episode 23Timestamps:0:00 - Return from Strategy Week + Apple iPhone 17 Launch Analysis1:24 - Apple's Product-First AI Strategy vs Competition6:23 - Trump Tech Dinner: Seating Chart Power Dynamics9:01 - Zuckerberg's $600B Commitment Moment10:20 - Anthropic Valuation Jump to $180B - VC Bubble Discussion12:06 - Scotty's Stock Picks: UniTree IPO, Aussie Minerals, Land Strategy17:19 - Tesla Master Plan: The Home Problem Elon Can't Solve18:08 - Creatine Meme Culture + Crypto Pump & Dump Economics20:16 - R&D Business Strategy: Autonomous Homes Market23:36 - Tesla Mega Block: Industrial Battery Revolution26:32 - Alter Ego: Telepathic Wearables vs Neuralink29:08 - Pickle AI: Desktop AI with No UI Interface32:18 - Tesla Announcements: Robo-taxis + Data Center Strategy35:18 - Future Communities: 3D Printing + Solar + Robotics38:07 - Manufacturing vs Design: Execution is Everything40:16 - China's 1000km/h Magnetic Levitation Train Technology46:01 - Starlink EchoStar Acquisition: Direct-to-Phone Revolution47:08 - Figure AI: From One Task to Multi-Task Home Automation50:22 - Manufacturing Reality: 2000 CNC Machines, Zero Humans53:04 - Union Innovation Strategy: Retrain Don't Resist56:53 - Product of the Week: Starlink Spectrum License59:16 - Age of Agents: A-Players vs Junior Talent Discussion1:04:48 - Founder Files: Hiring Strategy + Time Allocation1:12:24 - Naval's Wisdom: Capital + People = Company SuccessThis Episode Covers:- Apple's product-focused approach beating AI hype with practical features like AirPods heart rate monitoring- Tesla's comprehensive ecosystem strategy from robo-taxis to data center batteries- China's infrastructure advantage: 1000km/h trains while Australia debates 180km/h rail- Starlink's spectrum acquisition eliminating traditional telco middlemen- Figure AI's acceleration from single-task to multi-task household automation- The A-player vs junior talent shift in AI adoption across 280,000 firms- Manufacturing's robot revolution: Chinese factories with zero human workers- Why unions need Chief Innovation Officers instead of automation resistanceKey Insights:- Product excellence trumps AI buzzwords - Apple's strategy validates hardware-first approach- Infrastructure determines economic geography - high-speed rail enables distributed communities- Manufacturing prowess beats design innovation - execution is 1000x more important than ideas- Spatial intelligence and real-world robotics represent the next frontier beyond LLMsAbout Built 2 Scale:Weekly analysis of artificial intelligence business strategy, robotics adoption, and technology market dynamics. Hosted by Scott Wilcox (Australia) and Matt Perrott (Austin), providing unfiltered insights for founders, investors, and technology executives navigating the AI transformation.Subscribe for AI business intelligence: /@built2scaleAvailable also on Apple Podcasts
This week on Built 2 Scale, we deliver our most packed episode ever with rapid-fire coverage of Google's dominant month, Warren Buffett joining our audience, and our first-ever Top 5 Most Influential People in AI draft picks. Plus: why 95% of corporate AI spending shows zero ROI and Elon's latest anime obsession crisis.Built 2 Scale | Episode 22TIMESTAMPS:0:00 Just-in-Time Software Goes Too Far (Contraction App Meme)1:13 Hinge Dating App as Tech Founder Distribution Strategy4:57 Elon's Anime Crisis + $10B Tesla Market Cap Drop7:09 Marriage Prenups Need Vesting Schedules Like Equity8:34 Reid Hoffman: "10,000 Prompts is the New 10,000 Hours"10:11 Prompt Guilt: The New Productivity Anxiety12:01 UniTree Dog Robot Carries 215kg (Pub Crawl Dreams)14:05 Domain Addiction AA Meeting on Twitter/X16:16 Sam Altman: "GPT-5 Was a Misfire, GPT-6 Will Win"18:45 Yann LeCun Day 25: "Don't Work on LLMs"21:17 DeepSeek Confirmed as Chinese State Operation25:05 Elon's Edge Computing Vision: No More Operating Systems30:01 Mark Cuban's Gen Z AI Implementation Opportunity34:14 Google's Best Month Ever: Translation, Video, Market Cap44:29 Meta Acquires Midjourney Talent for Image Generation46:23 Digital Twins & Avatar Content: The HeyGen Revolution49:25 Claude Browser Agent for Power Users Only54:08 Thanks for Watching: Brian Chesky, Satya Nadella, Warren Buffett1:01:20 Tool of the Week: Community Feedback from Listeners1:03:36 The Age of Agents: Aaron Levie's Vertical AI Framework1:09:20 Robot Rundown: Waymo vs Tesla LIDAR Battle1:16:40 Nvidia's $3,500 Robot Brain Developer Kit1:18:11 Top 5 Most Influential People in AI (Draft Picks)This Episode Covers:- Google's market dominance across Pixel phones, instant translation, and video generation at 10% of OpenAI's cost- DeepSeek revealed as Chinese government operation with state backing implications- MIT study showing 95% of corporate AI spending has no ROI- Meta's Mid Journey acquisition strategy to compete in image generation- Claude's browser agent launch exclusively for power users- Elon vs Waymo CEO debate over LIDAR necessity in autonomous vehicles- Aaron Levie's framework: "Every workflow is a vertical AI company waiting to be built"- Carbon Robotics deploys autonomous laser weeding systems- Digital twin revolution with HeyGen's avatar technologyKEY INSIGHTS:- Why most big companies are failing at AI implementation despite massive spending- The opportunity for Gen Z to become AI consultants for backward industries- Google's systematic ecosystem integration creating unmatched competitive moats- Agent workflow optimization vs building agents for existing workflows- Chinese government's strategic AI investment model vs American free market approachAbout Built 2 Scale:Weekly analysis of artificial intelligence business strategy, robotics adoption, and technology market dynamics. Hosted by Scott Wilcox (Australia) and Matt Perrott (Austin), providing actionable insights for founders, investors, and technology executives navigating the AI transformation.Subscribe for AI business intelligence: /@built2scaleAvailable on Spotify | Apple Podcasts#AI #Google #Nvidia #Meta #Tesla #Agents #AIStrategy #BuildToScale #Robotics #TechNews
This week on Built 2 Scale, Matt navigates Austin life while Scotty recovers from his US adventure. We break down the massive AI shakeups: GPT-5's controversial launch causing user rebellion, Meta's AI division downsizing (with Yann LeCun on the chopping block), and Nvidia's shocking announcement to build robots and compete with ALL their clients.Built 2 Scale | Episode 21TIMESTAMPS:0:00 Welcome Back & Weekly Chaos Management2:31 Meta AI Division Downsizing + Yan LeCun Lettuce Watch Day 194:18 GPT-5 User Backlash: The Router Problem Explained13:06 Jensen Huang Signs GPU for Brett Adcock (King Meets Prince)15:10 8 Sleep Raises $100M: AI Sleep Operating System Strategy22:35 Notion Offline Mode: Complex Data Structure Challenge26:58 Dylan Patel's AI Value Capture Analysis (Semi Analysis)40:23 Scotty Builds AI Agents: Lindy.ai Academy Experience52:06 Microsoft Excel vs Google Sheets: AI Feature Battle54:24 Founder vs Corporate CEO Performance in AI Race59:24 Tesla Model YL China Launch: Strategic Market Play1:07:38 Nvidia + Foxconn Robot Partnership: Physical AI Era Begins1:13:17 Lumina Tech: 2-Year Hardware Revolution Story1:19:31 Patents Are Dead + Shopify's Anti-Metrics PhilosophyThis Episode Covers:- GPT-5 model routing controversy and why power users are furious- Meta's AI division restructuring with executive departures expected- Dylan Patel's analysis: Nvidia captures 80% of AI profits while OpenAI gets 1%- Agent building revolution with zero-code tools like Lindy.ai- $85 billion Google AI infrastructure spending breakdown- Tesla's aggressive China-first strategy against BYD competition- Nvidia's vertical integration plan: from chips to robots to everything- Founder-led companies dominating AI while corporate CEOs struggle- Physical AI boom: autonomous excavators built in 2 years- Value capture crisis in AI ecosystem and potential solutionsKEY INSIGHTS:- Why the AI "golden age" of free/cheap access is ending- Agent automation targeting entire white-collar workforce- Hardware startup velocity reaching software-like speeds- Infrastructure spending creating new investment opportunities- Founder vs corporate leadership performance gap wideningAbout Built 2 Scale:Weekly analysis of artificial intelligence business strategy, robotics adoption, and technology market dynamics. Hosted by Scott Wilcox (W & Elycium) and Matt Perrott (BuildPass), providing actionable insights for founders, investors, and technology executives navigating the AI transformation.Subscribe for AI business intelligence that actually matters to builders: /@built2scaleAvailable on Spotify | Apple Podcasts#AI #GPT5 #Nvidia #Tesla #Meta #Robotics #TechNews #Startup #BuildToScale #Agents #AIInfrastructureThis Episode Covers:- GPT-5 model routing controversy and why power users are furious- Meta's AI division restructuring with executive departures expected- Dylan Patel's analysis: Nvidia captures 80% of AI profits while OpenAI gets 1%- Agent building revolution with zero-code tools like Lindy.ai- $85 billion Google AI infrastructure spending breakdown- Tesla's aggressive China-first strategy against BYD competition- Nvidia's vertical integration plan: from chips to robots to everything- Founder-led companies dominating AI while corporate CEOs struggle- Physical AI boom: autonomous excavators built in 2 years- Value capture crisis in AI ecosystem and potential solutionsKEY INSIGHTS:- Why the AI "golden age" of free/cheap access is ending- Agent automation...
This week on Built 2 Scale, Matt's building his Austin studio while Scotty's back from his US adventure. We break down the explosive Elon vs Sam Altman social media war, deliver our first-look GPT-5 review, and explore why remote-controlled excavators are about to revolutionize construction. Plus: Perplexity's audacious $34B Chrome bid, Google's Gemini takeover, and why the "ChatGPT moment" for robots is just 1-3 years away.Built 2 Scale | Episode 200:00 Welcome Back & Austin Studio Setup6:02 The Elon Musk vs Sam Altman Social Media War12:09 AI Startup Economics: The $120M Claude Bill Reality19:34 Perplexity's $34B Google Chrome Acquisition Bid25:49 Google Gemini Integration Across Calendar, Maps & Tasks31:57 ChatGPT-5 Hands-On Review: Speed Meets Reasoning44:32 Tool of the Week: Notion AI + Spreadsheet Automation56:01 Learning Physics with MIT + Notebook LM Strategy1:07:49 Robot Rundown: Y Combinator's Remote Excavator Play1:16:54 Figure AI Laundry Demo & Manufacturing Concerns1:22:29 Unitree's $10K Humanoids vs Tesla's Closed StrategyThis Episode Covers:- ChatGPT-5 analysis: Combining O3 reasoning depth with 4.0 speed for mainstream adoption- Elon vs Sam feud breakdown: Grok 4 launch timing, Apple conspiracy theories, and trust tests- Y Combinator's Flywheel AI brings remote excavator operation to construction sites globally- Google's aggressive Gemini rollout across productivity suite threatens OpenAI ecosystem- Perplexity's $34B Chrome bid: Marketing stunt or antitrust opportunity play?- AI startup unit economics crisis: When compute costs exceed revenue by 20%- Figure AI's washing/folding demos raise questions about training data requirements- Unitree's sub-$10K humanoids challenge Tesla's premium manufacturing strategy- "Automate vs Elevate" business framework for AI implementation and workforce optimization- MIT physics education strategy using Notebook LM for personalized tutoring at scale- Construction industry transformation: From dangerous jobs to remote control room operations- Jensen Huang's physics learning recommendation and first principles thinking applications- Google Sheets "=AI" formula revolutionizes spreadsheet automation and data analysis- The convergence of lower labor costs, reduced risk, and gateway drug to full automationAbout Built 2 Scale:Weekly analysis of artificial intelligence business strategy, robotics adoption, and technology market dynamics. Hosted by Scott Wilcox (W & Elysium) and Matt Perrott (BuildPass), providing actionable insights for founders, investors, and technology executives navigating the AI transformation. This week featuring construction automation insights from Melbourne and Austin perspectives.Subscribe for AI business intelligence: /@built2scaleAvailable on Spotify | Apple Podcasts