The Roundtable Rethink Podcast

• The 2025 Scorecard: Did Our Episode One Prophecies Come True?

  Way back in Episode One, we gazed into the crystal ball to predict exactly what the world of AI, business, and politics would look like in 2025. Now, the future has arrived. In this week’s episode, we pull up the tape, dust off those early forecasts, and ruthlessly grade our own homework.The verdict? As Paddy puts it, "The planets have aligned." From the explosion of autonomous driving—with Waymo now hitting 450k paid rides a week—to the harsh reality of AI displacement in contact centers, many of our "bold" predictions have become standard operating procedure. We even share a real-time case study: how Claude 4.5 successfully diagnosed a failing boiler heat exchanger when a human couldn’t, proving AI is already your new local tradesman.But we didn't get everything right. We debate the unexpected geopolitical shifts, the "absurdity" of lingering anti-AI sentiment, and the complex reality of the "LLM Wars"—where Google’s Gemini has surged to 650M users, narrowing the gap with ChatGPT.Join us for a data-packed retrospective as we tally the wins, admit the losses, and figure out who the real winners of 2025 are (Hint: It’s NVIDIA and Starlink, definitely not Legacy Auto).On the Scorecard this week:The "Prophecy" Audit: Which Episode One predictions hit the bullseye and which missed the mark?Real-World AI: Diagnosing heating systems via LLM & the 30% drop in customer service roles.Market Winners: Why NVIDIA is worth $4.7T and SpaceX is leaving NASA in the dust.The Political Fallout: How the rise of the far-right and Musk’s polarization affected Tesla.Health Tech Reality Check: GLP-1s, CRISPR, and why wearables are finally saving lives.

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• The Current State of Self-Driving, DeepSeek v3.2, & The UK Energy Crisis

  This week, we dive deep into the numbers behind Tesla’s autonomous driving acceleration. We look at the massive mileage milestones that are separating FSD from the competition and what the latest safety data says about the path to "unsupervised."Then, we break down the drop of DeepSeek V3.2. This isn’t just another model release; it’s a masterclass in reinforcement learning designed specifically for agentic workloads. We unpack the benchmarks that matter, the new training methodology, and why this model might be the new standard for autonomous agents.Finally, we turn our eyes to the grid. We discuss the UK’s energy policy following the recent budget—analyzing the mix of nuclear, gas, and renewables, and asking the hard question: Are UK consumers getting a raw deal compared to the rest of the world?

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• The Model Wars Intensify: Navigating the AI Bubble and the Timeline of Human Job Displacement

  If you’ve ignored the news for the last three weeks, you’ve missed a year's worth of progress. This week, we break down the triple-threat release from Google, OpenAI, and xAI and reveal their stunning new capabilities. In this episode:The New King: We analyze how Gemini 3 Pro hits record highs on the world's most challenging benchmarks.The Bubble Math: Hyperscalers are spending $150B+ annually on infrastructure, but is the revenue there? We discuss the "Capex Air Pocket" and whether a valuation reset is inevitable.The Replacement Timeline: We move past the hype to the hard numbers of displacement. We discuss the jobs most likely to be impacted, why and when. The Takeaway: It’s no longer about who can chat the best; it’s about who can do the work. It's all here and more on Episode 28 of the Roundtable Rethink podcast. 

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• Are We Ready? Education in the Age of AI & The Battle for Your Browser

  Alright, buckle up—the internet as we know it is about to get a serious makeover. This week, we're talking about three agentic browsers that are basically giving traditional browsing the middle finger: Perplexity's Comet, The Browser Company's Dia, and OpenAI's ChatGPT Atlas.Here's the deal: instead of you clicking around like some kind of digital caveman, these AI-powered browsers actually understand what you're trying to do and just... do it for you. Need groceries for that recipe you found? Done. Want to compile research from seventeen different tabs without losing your mind? Sorted. They're basically your internet butler, and honestly, it's pretty wild. Sam Altman's calling it "a rare once-a-decade opportunity to rethink what a browser can be about"—and for once, the hype might actually be justified.But (and there's always a but), we need to talk about privacy. Because yeah, having an AI that can do everything for you sounds great until you remember it's watching everything you do online.Now let's talk about something that's honestly keeping me up at night: our education system is spectacularly unprepared for this AI revolution. Like, catastrophically unprepared. We're literally training kids for a world that no longer exists.Get this: traditional education moves on 5-10 year cycles. AI evolves every 6-12 months. That's not a gap—that's a chasm. And schools blocking AI because they're worried about "cheating"? That's not protecting students, that's just ensuring they learn about AI from TikTok instead of actual educators, which is... not ideal.Here's the thing people miss: using AI well actually requires more critical thinking, not less. You need to verify outputs, understand limitations, spot hallucinations. These are higher-order skills. But we're treating AI like it's a calculator when it's more like... I don't know, a really smart intern who sometimes makes stuff up.AI literacy needs to be as fundamental as reading and writing. Full stop. Because students graduating without AI fluency? They're going to get absolutely demolished in the job market. Every single profession—devs, lawyers, doctors, you name it—is being transformed right now.So the real question isn't "should we integrate AI into education?" It's "can we move fast enough to avoid screwing over an entire generation?" This isn't just about education—it's about economic competitiveness. And we need to get our act together, like, yesterday.

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• OpenAI's Dev Day, Google's Gemini Enterprise, and the AI Crash Question

  The two giants of AI just revealed their master plans. In this episode, we break down everything you need to know from OpenAI's Dev Day and Google's Gemini Enterprise Event.Here’s what we cover:OpenAI's Platform Play: New models, the revolutionary Agent Builder, and the major reveal of 'apps for ChatGPT.' We discuss what an AI app store really means for developers and everyday users.Google's Enterprise Gambit: A deep dive into the Gemini Enterprise platform. Can its focus on scalability, partnerships, and security win over the business world?Clash of the Builders: We put OpenAI's and Google's new "Agent Builder" platforms head-to-head to see how they stack up.Bubble or Boom? With billions being poured into the industry, we sincerely debate the question: Is this all about to go up in smoke?Quadrillion: A new word for our vocabulary. The growth and numbers associated with AI are becoming so wacky that we now have to talk in QUADRILLIONS!!Tune in to understand who’s winning the AI war and what these shifts mean for you.

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