The vibe in AI has shifted. In this episode, Alex and Morgan break down what February 2026 actually looks like inside the industry: a new OpenAI release built for real-time collaboration, Anthropic’s Claude Sonnet 4.6 and its desktop agent capabilities, the quiet Chinese takeover of open source AI, a stark look at what automation is doing to the people building these tools, and a warning from an Oxford professor that one bad event could collapse public trust in the entire industry. Based on the full newsletter issue, available on Substack.
TIMESTAMPS
* 0:27 - The vibe shift: why February 2026 feels like a reality check
* 2:03 - OpenAI GPT-5.3 Codex Spark and wafer-scale chip technology
* 3:40 - Anthropic Claude Sonnet 4.6 and the Claude Co-Work desktop agent
* 5:30 - Vibe coding: building apps by describing what you want
* 6:20 - China’s open source takeover: Qwen surpasses Meta’s Llama
* 8:13 - The human cost: Silicon Valley’s cultural shift from ping pong to anxiety
* 9:46 - The productivity paradox and what automation is actually doing to workers
* 10:31 - Data center infrastructure, chip shortages, and environmental toll
* 11:53 - Anthropic vs. the Pentagon: an ethics standoff
* 12:53 - [Break]
* 13:01 - The Hindenburg warning from Oxford’s Professor Michael Wooldridge
* 15:12 - AI sycophancy and why confident lying is the real danger
* 15:33 - The big picture: velocity vs. fragility
CALL TO ACTION
Want to go deeper? The full newsletter issue this episode is based on is live now on Substack. Read it, share it, and let me know what you think: https://theaivaults.substack.com/p/beyond-chatgpt-the-ai-innovations
