#146: Rise of “AI-First” Companies, AI Job Disruption, GPT-4o Update Gets Rolled Back, How Big Consulting Firms Use AI, and Meta AI App

Fresh off a wave of “AI‑first” CEO manifestos, Paul Roetzer and
Mike Kaput slice into the fallout: Duolingo and Box join Shopify’s
AI-first pledge, more signals of AI job disruption emerge, and
OpenAI rolls back 4o due to an overly agreeable personality. Then
it’s rapid‑fire —Johnson & Johnson bins 90 % of its 900 gen‑AI
pilots, Big‑Tech earnings put real numbers on the AI boom, Nvidia
spars with Anthropic over chip exports, Claude upgrades, Alibaba’s
Qwen‑3, Descript’s AI avatars, and more. Access the show notes and
show links here Timestamps: 00:03:49 —The Rise of the AI-First
Company 00:17:37 — More Signals of AI Job Disruption and the “Stop
Hiring Humans” Campaign 00:30:23 —OpenAI Rolls Back 4o Update Due
to Annoying Personality 00:44:10 —AI Earnings Calls  00:48:54
—What Enterprise AI Strategy Really Looks Like 00:55:03 — How
McKinsey, BCG, and Deloitte Are Using AI 01:00:05 — New Report
Calls Chatbot Arena Leaderboard Into Question 01:04:04 — Meta AI
App and Zuckerberg’s Plan for AI 01:11:39 —Nvidia’s Beef with
Anthropic 01:14:38 — US Copyright Office Intellectual Property
Resources 01:16:15 — AI Product and Funding Updates 01:22:11 —
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