Transcript: The AI Superbowl

Source: Tech Brew Ride Home | Duration: 20 min

Summary

Here's a summary of the key points from the "The AI Superbowl" podcast episode:

Opening context:

• The episode discusses the latest developments in the AI space, with a focus on the competitive landscape between OpenAI and Anthropic.
• The guest is not specified, but the host is Brian McCullough.

Key discussion points and insights:

• OpenAI's ChatGPT and Codex products are continuing to see strong growth, with Codex growing about 50% in the past week.
• Anthropic's Claude Code product has also seen a wave of adoption, with Anthropic's ads during the Super Bowl poking fun at OpenAI's plan to introduce ads in ChatGPT.
• The major tech companies like Amazon, Google, and Meta are facing a significant capital expenditure ramp-up this year to expand their computing capacity for AI, which may impact their ability to return cash to shareholders through buybacks and dividends.
• Apple is taking a different approach, relying more on third-party data centers and the Google Gemini model rather than building its own large-scale AI infrastructure.
• ByteDance has released an impressive new version of its AI video generation model, SeedDance 2.0, which can produce multi-shot scenes.
• Crypto.com co-founder Chris Marzalek has purchased the domain AI.com for $70 million and launched a new platform to create personalized AI agents for users.

Notable technologies, tools, or concepts mentioned:

• OpenAI's ChatGPT and Codex
• Anthropic's Claude Code
• ByteDance's SeedDance 2.0 AI video generation model
• Ramp's AI-powered spend management platform
• Ring's AI-powered pet search party feature
• Alexa Plus, Amazon's enhanced AI assistant

Practical implications or recommendations discussed:

• The significant capital expenditure by tech giants to expand their AI infrastructure may impact their ability to return cash to shareholders.
• The rise of AI-powered agents and tools like Claude Code and SeedDance 2.0 suggests that AI is poised to disrupt a wide range of information-based industries beyond just software development.
• The competition between OpenAI and Anthropic, as well as the launch of new AI platforms like AI.com, highlights the rapidly evolving AI landscape and the potential for further innovation and disruption.

Full Transcript

[00:00:00] Welcome to the TechBrew Ride Home for Monday, February 9th, 2026. I'm Brian McCullough. Today,

[00:00:09] Sam Altman assures staff that OpenAI had a good week, but is Anthropic definitively growing

[00:00:13] faster at this point? Is the CapEx spend about to eat all of Silicon Valley's free cash flow

[00:00:19] while Apple sits out the party? And the Crypto.com guy runs the same playbook,

[00:00:24] but now with AI.com. Here's what you missed today in the world of tech.

[00:00:30] CNBC has seen internal Slack messages where Sam Altman is telling staff that ChatGPT is

[00:00:39] back to exceeding 10% monthly growth, and OpenAI plans to release an updated chat model this week.

[00:00:46] In his message on Friday, Altman said, OpenAI's coding product Codex grew about 50% from a week

[00:00:52] ago. Codex competes directly with Anthropics' Claude Code, which has seen a wave of adoption

[00:00:56] over the last year. OpenAI launched a new Codex model, GPT 5.3 Codex, last week, as well as a

[00:01:03] standalone app for users with Apple computers. Altman said Codex's growth is, quote, insane,

[00:01:08] according to the internal message. This was a great week, Altman wrote. It was also a contentious

[00:01:14] week. Altman and other senior executives took to social media to respond to swipes from Anthropic,

[00:01:19] which ran Super Bowl ads that poked fun at OpenAI's decision to run ads within ChatGPT.

[00:01:24] In a post on X, Altman said that the commercials were deceptive and that OpenAI would obviously

[00:01:29] never run ads in the way Anthropic depicts them.

[00:01:31] Today, OpenAI will officially begin testing ads within ChatGPT, according to a person

[00:01:36] familiar with the matter who asked not to be named due to confidentiality.

[00:01:40] Last month, the company said the ads will be clearly labeled, appear at the bottom of

[00:01:45] the chatbot's answers, and will not influence ChatGPT's responses.

[00:01:48] In private meetings, company executives are highlighting OpenAI's strength with consumers,

[00:01:52] growing enterprise business and access to compute, according to one person who asked not to be named

[00:01:57] because the talks are private. OpenAI has been circulating charts as part of the discussions.

[00:02:01] One chart shows that Codex, based on internal data, is eating into Claude Code's market share,

[00:02:06] according to a screenshot seen by CNBC, end quote.

[00:02:16] The information says that this year's projected CapEx ramp-up for all the big tech behemoths will

[00:02:21] all but wipe out free cash flow for the likes of Amazon, Google, and Meta, potentially

[00:02:26] forcing stock buyback cuts or more borrowing by them? Quote,

[00:02:32] Most of the big tech companies in recent years have begun returning cash to shareholders through

[00:02:36] dividends and buying back stock. Google and Meta platforms, for instance, do both. But that could

[00:02:41] be difficult this year with capital expenditures aimed at expanding computing capacity for AI

[00:02:45] almost entirely absorbing the cash their operations generate. Google and Meta have already started

[00:02:51] to scale back their stock buybacks. Cutting off the dividend, though, could be tricky as both

[00:02:55] companies only introduced the payouts in 2024, which made their stocks more appealing to investors.

[00:03:00] Amazon won't have the same problem as it hasn't bought back stocks since 2022 and has never paid

[00:03:05] a dividend. But its projected CapEx this year of $200 billion is higher than the $178 billion

[00:03:11] in cash from operations analysts estimate it will produce, according to S&P Global Market

[00:03:16] Intelligence, which means, unlike the other companies, it will burn cash anyway.

[00:03:20] Amazon issued $15 billion in bonds in November, beefing up its cash position,

[00:03:24] so it had $123 billion in cash on hand as of December 31st. That gives it a sizable cushion.

[00:03:31] Still, it is in talks to invest tens of billions of dollars in OpenAI, the information has reported,

[00:03:36] which will reduce that cash pile meaningfully. On Friday, Amazon signaled its intention to borrow

[00:03:40] more money, filing a registration statement with the Securities and Exchange Commission

[00:03:44] that gives it the ability to quickly sell bonds, end quote. Funny enough, as I was writing that

[00:03:49] segment, Bloomberg was reporting that Alphabet plans to raise around $15 billion from a US high

[00:03:55] grade dollar bond sale as it seeks to finance $185 billion in 2026 CapEx spend. Alphabet raised

[00:04:02] $17.5 billion in a previous issuance just this past November. But remember who isn't participating

[00:04:09] in this CapEx party yet? Apple. Apple, whose capital expenditure is just a fraction of its

[00:04:16] peers is the only big tech company that actually saw its CapEx decline year-on-year in Q4,

[00:04:23] decreasing 19 to a mere billion Quoting Sherwood Amazon expects its 2026 CapEx to surge to billion Google is aiming for to billion Meta estimates it will spend between

[00:04:39] and $135 billion. All of those figures came in well above expectations and, for the most part,

[00:04:44] have weighed on their stocks. Microsoft didn't give a formal 2026 CapEx outlook, but if its peers

[00:04:50] are any indication spending will likely exceed the roughly $114 billion Wall Street expects for

[00:04:54] the calendar year. For better or worse, Apple has stuck to its own path with AI. As we've argued

[00:05:00] before, it's embracing AI but is not an AI company. Instead, it's chosen a hybrid model relying on

[00:05:06] both first- and third-party data centers, a move that keeps a significant amount of infrastructure

[00:05:10] spending off its balance sheet. And while Apple has said it expects CapEx to increase as it invests

[00:05:15] more heavily in AI, particularly to support its private cloud compute, those outlays remain

[00:05:20] minimal compared with its peers. You can see that approach reflected in Apple's decision to use

[00:05:24] Google's Gemini rather than an in-house model to power the next generation of Siri and Apple

[00:05:29] intelligence. The Google deal, reportedly worth about $1 billion a year, gives Apple access to a

[00:05:34] top-tier AI model for pennies on the dollar compared to what other big tech companies are

[00:05:38] spending to build their own. Of course, it also means Apple won't fully own a technology that

[00:05:42] some see as powering the next industrial revolution. But if that revolution fails to materialize or

[00:05:47] takes longer than expected, Apple won't be left holding the most expensive bag in Silicon Valley

[00:05:52] history, end quote. ByteDance has debuted SeedDance 2.0, a new version of its AI video generation

[00:06:06] model that can produce multi-shot scenes. And let me tell you, listener, if you search around

[00:06:11] socials for examples of this. It is mighty impressive. Click through in the show notes to

[00:06:15] see some examples, quoting Petapixel. It may have just lost control of TikTok US, but this weekend,

[00:06:21] ByteDance released SeedDance 2.0, an AI video generator that is turning heads. CNBC reports that

[00:06:26] SeedDance's headline feature is something called multi-lens storytelling. AI video is often short,

[00:06:31] but this model will create several scenes while keeping the same style and characters.

[00:06:36] The AI can reportedly generate 2K video 30% faster than other models. It can be prompted

[00:06:41] with an image, a short video, text, or audio. Beijing-friendly newspaper South China Morning

[00:06:46] Post reports that the release of the beta model and subsequent buzz has sent the stock prices of

[00:06:51] Chinese AI firms upwards. SCMP notes that SeedDance V2 is currently only available to a few select

[00:06:58] users of Jemang AI, which is ByteDance's AI video platform. The feedback has been overwhelmingly

[00:07:03] positive. C-Dance 2.0 provides precise camera controls and editing tools. With its reality

[00:07:10] enhancements, I feel it's very hard to tell whether a video is generated by AI. Wang Li,

[00:07:15] a programmer from China's southern Guangdong province, tells CMP that AI video is getting

[00:07:22] good is no surprise. It was always obvious that video would eventually catch up with

[00:07:26] still images and text generators. But where AI video will lead to is an intriguing question.

[00:07:31] Last week, Petapixel reported that famed director Darren Aronofsky has released a series of AI-generated short films called On This Day 1776 that mark the semi-quincentennial anniversary of the American Revolution.

[00:07:44] Aronofsky's project has been met with widespread derision, yet the two videos released so far have racked up hundreds of thousands of views.

[00:07:51] Whether those numbers come from people who are morbidly curious about a respected filmmaker apparently damaging his own career or they're generally popular remains to be seen.

[00:08:00] end quote. I'll tell you where I think this is headed. You know, that thought that someday,

[00:08:06] instead of watching a movie, you're just going to prompt AI to give you the exact scene you want

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[00:10:21] You heard earlier in the show Sam Altman say that Codex was maybe seeing some impressive user growth in the last week, but according to Semi-Analysis, it might be Claude Code that is at an inflection point.

[00:10:33] Quote, 4% of GitHub public commits are now being authored by Claude Code. At the current trajectory, we believe that Claude Code will be 20% plus of all daily commits by the end of 2026. While you blinked, AI consumed all of software development.

[00:10:49] We believe that CloudCode is the inflection point for AI agents and is a glimpse into the future of how AI will function.

[00:10:56] It is set to drive exceptional revenue growth for Anthropic in 2026, enabling the lab to dramatically outgrow OpenAI.

[00:11:03] Anthropic is on track to add as much compute power as OpenAI in the next three years.

[00:11:08] Refer to our data center industry model for a building-by-building tracker of Anthropic and OpenAI.

[00:11:13] Sam's AI lab is notably suffering from multiple data center delays, which we've called out months ahead of the headlines.

[00:11:19] most notably in our CoreWeave Q3 2025 earnings preview where we explicitly called out a large

[00:11:25] CapEx guidance miss. Since more compute means more revenue, we can forecast ARR growth and

[00:11:30] compare Anthropik to OpenAI directly. Notably, our forecast shows that Anthropik's quarterly

[00:11:35] ARR additions have overtaken OpenAI's. Anthropik is adding more revenue every month than OpenAI.

[00:11:42] We believe Anthropik's growth will be constrained by compute. However, coding was once the most

[00:11:48] valuable work of all. With programmers in hot demand during the 2020 era of software engineering,

[00:11:52] coding is now a beachhead in terms of the disruption that agentic information processing has,

[00:11:57] and the larger $15 trillion information work economy is now at risk. There are more than 1

[00:12:03] billion information workers or roughly one-third of the global 3.6 billion workforce per ILO.

[00:12:09] Every single workflow in the information work category is often similar and shares a workflow

[00:12:14] that Claude Code proves works for software. Read, ingest unstructured information, think,

[00:12:21] apply domain knowledge, write, produce structured output, and then verify, check against standards.

[00:12:26] This is a large swath of most information workers, including research. And if agents can eat software,

[00:12:32] what labor pool can they not touch? Our view is quite a few, and with the rise of Claude Code and

[00:12:39] co-work, the total addressable market of agents is much larger than just LLMs. Niche markets like

[00:12:45] customer support and software development will start to address the larger financial services,

[00:12:48] legal, consulting, and other industries. This is the core focus of the semi-analysis tokenomics

[00:12:53] model." Crypto.com co-founder Chris Marzalek apparently bought the domain AI.com for

[00:13:09] $70 million, the highest disclosed price for a domain name in history. And then,

[00:13:15] during last night's Super Bowl, we found out what he wants to do with that domain.

[00:13:20] Quoting Cointelegraph crypto CEO Chris Marzalek has officially launched his new website AI to the public allowing users to create personal AI agents that can perform everyday tasks on their behalf

[00:13:32] The AI.com commercial aired during Super Bowl 60 on NBC on Monday, leveraging the sporting

[00:13:38] event's massive audience, over 100 million viewers in previous years, to promote the beta

[00:13:42] launch of the AI platform. For now, users can register their AI.com username handles but must

[00:13:47] than wait in a queue to have their private personalized AI agents spun out for them.

[00:13:52] Marzalek said the AI agents can perform anything from managing emails and scheduling meetings to

[00:13:57] canceling subscriptions, carrying out shopping tasks, and planning trips. Marzalek said his

[00:14:01] mission with AI.com is to accelerate artificial general intelligence by building a decentralized

[00:14:06] network of autonomous, self-improving AI agents that perform real-world tasks for the good of

[00:14:11] humanity. ChatGPT creator OpenAI launched an enterprise-focused AI agent platform Frontier

[00:14:16] last week while software engineer Peter Steinberger released AI agent OpenClaw in November,

[00:14:21] which gained popularity in January. Marzalek said he bought the AI-themed domain in April

[00:14:26] for $70 million, the largest publicly disclosed domain sale in history, and has since built a

[00:14:31] team to bring the product to market. Pseudonymous crypto and AI researcher ZeroX Sammy said the move

[00:14:37] resembles how Marzalek scaled crypto.com to over 150 million customers by buying a popular domain

[00:14:42] and investing heavily in marketing. Marslech said AI.com had insane traffic in the first few

[00:14:47] hours after launch, which briefly caused the website to crash before it came back online.

[00:14:53] And actually, finally today, TechCrunch has a roundup of the tech ads in last night's Super Bowl.

[00:14:59] Anthropik's ad wasn't just about selling its Claude chatbot, it was about throwing shade.

[00:15:03] The commercial took a jab at OpenAI's plan to introduce ads to ChatGPT with the tagline,

[00:15:07] ads are coming to AI, but not to Claude. Rather than focus solely on Claude's features,

[00:15:12] it poked fun at the idea of your helpful AI assistant suddenly turning into a hype man for

[00:15:16] step-boost max insoles, for example. It wasn't a standard product pitch,

[00:15:21] but it escalated an online feud. OpenAI's Sam Altman fired back on social media,

[00:15:26] calling the ad clearly dishonest. So while we didn't get any more Kendrick vs. Drake rap

[00:15:30] beef this time around, maybe we did get our own AI nerdy version of it.

[00:15:35] Meta spotlighted its Oakley-branded AI glasses designed for sports, workouts, and adventures,

[00:15:40] including extreme scenarios such as chasing down a departing plane.

[00:15:44] The ad showcased thrill-seekers from skydivers to mountain bikers using the glasses to capture epic moments.

[00:15:50] Famous faces like Eyeshow Speed and filmmaker Spike Lee made appearances,

[00:15:54] demonstrating capabilities like filming a basketball dunk in slow motion,

[00:15:57] posting hands-free to Instagram, and other advanced features.

[00:16:00] The tech giant also featured its wearable AI tech in last year's Super Bowl ad

[00:16:03] to spark consumer interest with stars like Chris Pratt, Chris Hemsworth, and Chris Jenner

[00:16:07] showing off Ray-Ban meta glasses. Amazon's ad took a cheeky and slightly unsettling approach,

[00:16:13] starring Chris Hemsworth, in a satirical AI is out to get me storyline. The commercial

[00:16:19] exaggerates common fears about AI with Hemsworth humorously accusing Alexa Plus of plotting against

[00:16:24] him. Scenes included Alexa Plus closing the garage door on his head and shutting the pool

[00:16:28] cover while he swam, each mishap escalating in absurdity. Beyond the dark comedy, the ad

[00:16:33] introduce the new Alexa Plus, showcasing its enhanced intelligence and capabilities,

[00:16:38] ranging from managing smart home devices to planning vacations. Alexa Plus had been available

[00:16:42] in early access for over a year and officially launched to all U.S. users on Wednesday.

[00:16:47] Ring's commercial spotlighted its search party feature, which leverages AI and a community

[00:16:52] network to reunite lost pets with their owners. The ad followed a young girl searching for her dog,

[00:16:57] Milo, illustrating how users can upload a pet's photo to the app where AI works to identify

[00:17:01] matches and taps into nearby cameras and the broader Ring user community to help track down

[00:17:06] missing furry family members. And Ramp scored big by getting Brian Baumgartner, the actor who played

[00:17:12] Kevin in The Office for its Super Bowl commercial. In the spot, Baumgartner uses Ramp's AI-powered

[00:17:17] spend management platform to multiply himself, effortlessly tackling a mountain of work.

[00:17:21] The ad highlights how Ramp's all-in-one solution helps teams focus on the most important tasks

[00:17:25] through smart automation. And as a playful nod to his TV persona, Baumgartner is seen carrying a

[00:17:31] pot of chili in the ad, referencing Kevin's legendary scene where he brings his cherished

[00:17:35] recipe for his co-workers to try, only to disastrously spill the entire pot on the floor,

[00:17:40] end quote.

[00:17:50] Nothing more for you today. Talk to you tomorrow.