The Lilian Weng Saga, Mental Health Essay Then OpenAI | Meta's AI Ad, China Cracks DUV

New studio set up: the squad now records from a parked Tesla in the middle of a rainstorm while Sam is on the beach, and somehow it turned into one of our favorite episodes. We break down Meta's new AI campaign, Zuckerberg's vision for AI, why more than 1,000 frontier AI researchers are asking Washington to slow development, and whether fear has become the easiest narrative in tech. Then we get into China cracking deep ultraviolet lithography, what it means for ASML and the AI race, why AI demand still isn't slowing, Lilian Weng's move from Thinking Machines to OpenAI, and Sam's theory that Silicon Valley has developed an Oppenheimer complex. Chapters: 0:00 Episode trailer 1:23 Episode start 9:02 Meta's Ad Campaign Rejects The Doomers 11:14 Zuckerberg's Optimism Blitz Actually Lands 13:11 AI's Dark Side Raises Easier Money 15:04 Sam's Bot Read 4GB Of Dad's Journals 17:28 Nobody Wants To Be Anthropic 18:56 Anthropic Runs On Spite For OpenAI 21:10 OpenAI Was The Original Evil Empire 22:57 Meta Is Still A Centralized Ad Company 24:46 Decentralization Loses Without A Jedi 26:01 Apple Won On Politics, Not Technology 27:16 Meta Earnings Miss On Lawsuits And Severance 28:33 China Cracks DUV, ASML Takes The Hit 29:57 Execs Privately Reject The China AI War 32:39 The Compute Debate Gavin Baker Started 39:13 X Is The Tech Town Square Now 46:57 Lilian Weng Quits For Health, Joins OpenAI 53:50 AI Is A Crisis Of Meaning 54:57 Book The Conference Before You're Invited We’re also on ↓ X: https://twitter.com/moreorlesspod Instagram: https://instagram.com/moreorless Spotify: https://podcasters.spotify.com/pod/show/moreorlesspod Connect with us here: 1) Sam Lessin: https://x.com/lessin 2) Dave Morin: https://x.com/davemorin 3) Jessica Lessin: https://x.com/Jessicalessin 4) Brit Morin: https://x.com/brit

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