Episode Details

Mozilla's new open-source AI report puts a number on the commoditization paradox: open models now handle a third of production tokens but capture only four percent of the revenue. Databricks answers with a bet of its own, raising at a $188 billion valuation on an explicit harness-not-model strategy while Isomorphic Labs pushes AI substitution past diagnosis into drug design. Meanwhile a beloved coding benchmark quietly died as a signal, and Kaiser nurses turn AI workplace surveillance into a live labor fight.