What happens when AI leaves the data center and heads into orbit right as models get cheaper, warmer, and way more powerful?
This week, Jeff and Annie unpack the weird future where AI runs in space, speaks in the voices of legends, and claims to be “humanist” superintelligence.From Google’s plan to build solar-powered AI compute in space to OpenAI’s new “smarter vs. warmer” model split, the landscape is shifting fast. Jeff and Annie break down Fei-Fei Li’s world modeling platform, 11Labs’ marketplace for iconic voices like Maya Angelou, and Baidu’s ultra-cheap model that raises serious questions about AI moats.
In this episode, we cover:
- Project Suncatcher: Google’s proposal to move AI compute into orbit to solve land, cooling, and energy constraints.
- World models & spatial intelligence: Fei-Fei Li’s Marble platform, 3D simulation, and why robots still move like toddlers.
- Race to the bottom on models: Baidu’s cost-efficient Ernie variant and why Jeff thinks the real moat is distribution, workflow, and data—not raw model IQ.
- Microsoft’s “humanist superintelligence”: Domain-specific AI for health, science, and companions—and the messy politics of deciding whose “human values” AI should reflect.
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