0:00 A new AI model with two-point-eight trillion parameters just ranked number four in the world.0:06 And it doesn't just write text.0:08 It builds entire video games.0:10 Last week on the show, we talked about the power plays fueling the future of AI.0:15 This week, we're seeing what that future actually builds—and it's not just about who has the most chips, but who has the code that can create entire worlds from scratch.0:26 This is the new baseline.0:28 The conversations on Twitter, the ones that matter, have shifted.0:32 It's no longer about whether AI can do a task.0:35 It's about what happens when AI can build the entire factory.0:39 Here’s the sweep of what’s moving right now.0:42 First up, a new job title is quietly emerging.0:45 Tomasz K.0:46 Stańczak, a founder from the Ethereum world, is building a new robotics startup at the Hugging Face incubator this summer.0:54 The key phrase in his hiring post?0:56 He’s looking for “AI-native engineers.” This isn’t just a buzzword.1:00 It's a signal.1:01 It tells you there's a new kind of developer in demand—one who doesn't just bolt AI onto an existing product, but builds from the ground up with AI as the core foundation.1:13 They think in prompts and agents, not just functions and classes.1:17 Keep an eye on this.1:18 That phrase is going to be on every recruiter's list by next year.1:23 Next, the old world continues to create openings for the new.1:27 A thread from ABFinance today laid it out plainly: legacy banking models are so inefficient, so hostile to a good user experience, that they are practically begging to be disrupted.1:39 This isn't a new observation, but the tone has changed.1:42 It's less about plucky startups chipping away at the edges, and more of a foregone conclusion.1:49 The conversation is now about how quickly fintech can absorb the functions of traditional banks, not if it can.1:56 Every point of friction in your banking app is a business opportunity for someone else.2:02 And this isn't just a Silicon Valley story.2:04 Far from it.2:05 Take a look at what’s happening with Ignite in Pakistan.2:09 This is a public sector company, backed by the Ministry of IT, that's actively funding and promoting tech entrepreneurship.2:17 They're running incubators, hosting e-sports championships, and building a real ecosystem.2:23 This is critical.2:24 It shows that the playbook for creating a tech hub is being decentralized.2:29 You don't need to be in California to build a high-impact venture anymore.2:34 The tools, the knowledge, and now, the institutional support, are spreading globally.2:40 Innovation is becoming a distributed system.2:42 So you have these threads running in parallel.2:46 A new kind of AI that builds systems.2:48 A new kind of engineer who can wield it.2:51 A financial system ripe for overhaul.2:53 And new global hubs rising up to compete.2:56 So what does it all add up to?2:58 Let's go back to that first story.3:00 The big one.3:01 Kirill, a developer on X, dropped a bomb yesterday.3:04 A two-point-eight trillion parameter model.3:07 For context, that is an immense, almost unfathomably large model.3:11 It just landed at number four on global independent benchmarks.3:16 And the price?3:16 A third of its main competitor.3:18 But here's the part that you need to focus on.3:22 The capabilities.3:23 Kirill states it plainly.3:24 It builds "full games, 3D data visualizations, and combat engines." Let's break that down, because it's easy to gloss over.3:32 This is not an AI that generates a nice 3D model of a character.3:37 This is not an AI that writes a piece of dialogue.3:40 This is an AI that builds the engine.3:42 A combat engine isn't an asset; it's a complex system of logic.3:47 It's hitboxes, damage calculation, enemy behavior, physics, and player feedback all working in concert.3:53 To say an AI can build one from a prompt is like saying a 3D printer can produce a fully functional Swiss watch.4:01 This is a tectonic shift.4:02 For the past few years, we’ve seen generative AI as a tool for content.4:07 It makes pictures.4:08 It writes marketing copy.4:10 It summarizes documents.4:12 It was an assistant, a super-powered intern.4:15 What Kirill is describing is an AI that is a systems builder.4:19 It doesn't just create the assets for the game; it creates the game itself.4:24 The underlying logic.4:25 The rules of the world.4:26 Think about what that means for a software team.4:30 The entire workflow is upended.4:32 You're no longer meticulously coding every interaction.4:35 You're becoming an editor.4:37 A director.4:38 You guide the AI, you give it the high-level vision, and it generates the complex scaffolding of the application.4:45 You prompt a "fun, fast-paced combat engine for a fantasy RPG," and it delivers a working prototype.4:52 Your job then becomes to refine it, to test it, to steer the generation.4:57 This collapses the stack.4:58 It makes the act of creation exponentially faster and more accessible.5:03 But it also raises a terrifying question for anyone whose job is to build that scaffolding manually.5:09 When a model can build a combat engine in an afternoon, what is the value of a team of engineers who would have spent six months on the same task?5:19 The answer is uncomfortable.5:21 Their value shifts from being bricklayers to being architects and quality control.5:26 A completely different skillset.5:29 And this brings us directly to that second thread.5:32 The "AI-native engineer." The phrase is so perfect.5:35 Tomasz K.5:36 Stańczak is hiring for his robotics startup, and he doesn't just want a software engineer who knows some AI.5:43 He wants someone who is AI-native.5:45 So what IS that?5:46 Uhm, it's a mindset.5:48 It's the difference between someone who grew up with a landline and someone who grew up with a smartphone.5:55 The mobile-native generation didn't just think of phones as devices for calls; they saw them as portals to the internet, as cameras, as navigation tools.6:05 They built apps like Instagram and Uber that couldn't have even been conceived of in a desktop-first world.6:12 The AI-native engineer is the same.6:14 They don't see AI as a feature to be added on top of an application.6:19 They see it as the fundamental substrate.6:21 They assume that uncertainty, probability, and learning are core components of the system, not edge cases to be handled.6:29 They build products that are designed to be steered, not just operated.6:34 Why is this showing up in a robotics startup?6:37 Because robotics is the ultimate expression of this shift.6:41 You cannot write enough if-then statements to make a robot navigate a messy, unpredictable human environment like a kitchen.6:49 It's impossible.6:50 The only way to solve it is with an AI that can perceive its surroundings, understand goals, and generate its own plan of action in real time.6:59 The robot's "software" is a live, running model, not a static block of code.7:04 So you need engineers who think that way.7:07 People who are comfortable building systems that learn and adapt.7:11 People who understand how to design the goals, the rewards, and the constraints for an AI, rather than dictating its every move.7:20 They are less like traditional programmers and more like… trainers.7:24 Or teachers.7:25 They are building a mind, not just a machine.7:28 This is the connection.7:30 This is the pattern you need to see.7:32 On one hand, you have these monstrously powerful new models like Kirill's, capable of building complex systems on demand.7:40 They are the new foundational layer—the engine of creation.7:44 On the other hand, you have the emergence of the AI-native engineer, the new kind of builder who knows how to operate this engine.7:53 The tools are becoming exponentially more powerful.7:56 And the people who can wield them are becoming a new, distinct class of talent.8:01 This isn't a future prediction.8:03 It's happening right now.8:05 The job postings are live.8:07 The models are running.8:08 So, where does this leave us?8:10 This week's chatter wasn't just noise.8:13 It was a signal of a phase change.8:15 We're moving from an era of AI experimentation to an era of AI application.8:20 And not just application as in "using an API." Application as in building entire new structures, new systems, new realities with these tools.8:29 The conversation has matured past the simple awe of a chatbot writing a sonnet.8:34 Now, the real question is about building durable, complex, interactive systems.8:40 Whether it's a video game, a financial service that bypasses legacy banks, or a robot that can clean your kitchen.8:47 All of it requires this new way of thinking.8:50 It's a convergence of a new class of tool—the system-building AI—and a new class of builder—the AI-native engineer.8:58 One without the other is just potential.9:00 Together, they represent a fundamental change in how we create things in the digital and physical world.9:07 The threads are all connected.9:09 The fintech disruptors are using AI-native approaches to build more efficient systems.9:15 The global tech hubs like the one growing in Pakistan are training a new generation to be AI-native from the start.9:22 They aren't held back by legacy thinking.9:25 This is the delta.9:26 This is what's different today.9:28 Yesterday, we were impressed that an AI could draw a picture.9:32 Today, we're asking it to build the museum.9:35 The debate over AI's potential is over.9:38 The race to build with it has just begun.
