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A daily news analysis show on all things artificial intelligence. NLW looks at AI from multiple angles, from the explosion of creativity brought on by new tools like Midjourney and ChatGPT to the potential disruptions to work and industries as we know them to the great philosophical, ethical and practical questions of advanced general intelligence, alignment and x-risk.
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A daily analysis of macroeconomics, bitcoin, geopolitics and big picture power shifts, hosted by Nathaniel Whittemore @nlw. The Breakdown is part of Blockworks. Subscribe to The Breakdown newsletter: https://the-breakdown.carrd.co/
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AI & I

Dan Shipper

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Learn how the smartest people in the world are using AI to think, create, and relate. Each week I interview founders, filmmakers, writers, investors, and others about how they use AI tools like ChatGPT, Claude, and Midjourney in their work and in their lives. We screen-share through their historical chats and then experiment with AI live on the show. Join us to discover how AI is changing how we think about our world—and ourselves. For more essays, interviews, and experiments at the forefron ...
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GitHub Copilot has 15 million users—more than Cursor and Windsurf combined. So why does it feel like they're losing the AI coding race? Last week at Microsoft Build, I interviewed the CEO of GitHub Thomas Dohmke to find out. I wanted to know: Is their huge existing user base a blessing or a curse? And will their latest launch—an autonomous coding a…
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Anthropic has released Claude Opus 4 and Sonnet 4, their newest AI models. Both are better at long tasks and coding. NLW discusses why the trick with new models isn't to compare general benchmarks, but to figure out how to slot in the specific model for the specific use case. Get Ad Free AI Daily Brief: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http…
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AI races forward, yet organizations remain behind. In this piece, NLW explores Professor Ethan Mollick's three-part organizational architecture for capturing the gains of AI, arguing that if anything, agents have increased the urgency. Source: https://www.oneusefulthing.org/p/making-ai-work-leadership-lab-and Get Ad Free AI Daily Brief: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…
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Legendary music producer Rick Rubin joins NLW on The AI Daily Brief for a singular conversation about creativity, technology, and how a meme turned into something much deeper. After unexpectedly becoming the internet’s unofficial mascot of “vibe coding,” Rubin leaned into the joke—and emerged with a profound new collaboration: The Way of Code, a Ta…
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Bitcoin just notched a new all-time high, but this time, there’s no mania, no frenzy—just a shrug. NLW breaks down the weirdest ATH in Bitcoin’s history, why it happened without a clear catalyst, and what it says about BTC’s shifting role in the global financial system. Plus, a look at Japan’s spiraling bond market, rising U.S. fiscal fears, and wh…
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OpenAI has purchased the AI hardware design firm of legendary iPhone designer Jony Ive. The plan is, of course, to build AI hardware with fundamentally new form factors. But what exactly that means isn't yet clear. Get Ad Free AI Daily Brief: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://patreon.com/AIDailyBrief⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…
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Following Microsoft Build kicking off the announcement week, Google followed with their I/O event. Since they had already recently made lots of big announcements, people wondered if the show would be muted. Instead, Google laid out a comprehensive set of announcements that showed how aggressively they’re trying to productive AI. Get Ad Free AI Dail…
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Bitcoin hovers just below a new all-time high, with traders bracing for a potential liquidation cascade and analysts divided on what comes next. NLW explores whether upcoming catalysts—ranging from a Trump meme coin gala to SEC regulatory shifts—could break the stalemate. Plus: Robinhood’s big tokenization push, Kraken’s global derivatives expansio…
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In a major breakthrough for crypto legislation, the U.S. Senate voted 66-32 to advance the Genius Act—marking the most significant step yet toward stablecoin regulation. NLW breaks down what flipped Democratic support, why Elizabeth Warren fought to the bitter end, and what’s next as the bill moves toward a final vote. Plus, Circle is reportedly ex…
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Microsoft Build 2025 opened, focusing on AI agents and the open agent web. Announcements included a coding agent for GitHub, Copilot Tuning for company language, and multi-agent orchestration for teams. NLW argues that the biggest news is in the tone: the time for pilots and half-moves is over. Get Ad Free AI Daily Brief: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…
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I interviewed Microsoft CTO Kevin Scott about the future of agents and software engineering for another special edition of AI & I. With 41 years of programming behind him, Kevin has lived through nearly every big shift in modern software development. Here’s his clear-eyed take on what’s changing with AI, and how we can navigate what’s next: The rea…
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Moody’s has officially downgraded the U.S. credit rating, joining S&P and Fitch in knocking the government off its AAA pedestal. NLW breaks down the political reaction, the muted market response, and why institutional investors still seem bullish on Bitcoin despite fiscal dysfunction. Plus, what rising transaction fees and ETF flows reveal about th…
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With Microsoft Build, Google I/O, and Code with Claude all happening this week, the battle between major AI labs is heating up. This episode breaks down how to think about the AI race across five key vectors: Consumer, Enterprise, Coding, Agents, and Benchmarks. Get Ad Free AI Daily Brief: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://patreon.com/AID…
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A reading and discussion inspired by https://blockworks.co/news/investors-prediction-market-no-bet-outcome Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/@TheBreakdownBW Subscribe to the newsletter: ⁠⁠https://blockworks.co/newsletter/thebreakdown⁠⁠ Join the discussion: https://…
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Vibe coding is among the biggest AI themes and trends of the year, opening up incredible new possibilities for creation. But what's the difference between the various platforms? Based on a recent LinkedIn essay by Nufar Gaspar, NLW breaks it down. Source: https://www.linkedin.com/posts/nufar-gaspar-76b7424b_the-vibe-coding-revolution-isnt-about-bui…
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This week’s Friday Five is a whirlwind tour through one of the most bullish weeks for crypto on Wall Street in recent memory. NLW and Scott Melker break down Coinbase’s historic addition to the S&P 500, Galaxy’s NASDAQ uplisting, and eToro’s surprisingly strong IPO. They also cover a surprisingly soft inflation print, new Bitcoin treasury players r…
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A flood of major AI updates is right around the corner. New models from Anthropic, OpenAI’s autonomous coding agent Codex, Windsurf's SWE-1 for end-to-end software engineering, and changes at Salesforce and Walmart all point to a massive shift. Get Ad Free AI Daily Brief: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://patreon.com/AIDailyBrief⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…
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OpenAI just launched Codex, a brand-new coding agent that can build features and fix bugs autonomously. We’ve been testing it at Every for a few days, and I’m impressed. I invited Alexander Embiricos, a member of the OpenAI product staff responsible for Codex, to demo the agent live on a special edition of AI & I. We talk through: - What Codex is a…
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AI is transforming the job market, reshaping roles from software engineers to customer service agents. Microsoft's layoffs spotlight how AI may replace middle management and coding jobs, while companies like Klarna and Duolingo navigate the balance between AI efficiency and human interaction. Get Ad Free AI Daily Brief: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…
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eToro's successful NASDAQ debut signals renewed investor appetite for crypto-focused companies, potentially reopening the IPO window for others like Kraken and Circle. Meanwhile, traditional finance giants JPMorgan and Standard Chartered accelerate their blockchain integrations, highlighting growing convergence with crypto. Plus, Bitcoin treasury c…
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Blockworks announced that we're bringing together their daily newsletter together with The Breakdown brand to build the best daily content package in crypto. In celebration of that, NLW is joined by Byron Gilliam to discuss some of the big explorations of the moment. Find Byron on X: https://x.com/bgilliam1982 Subscribe to the Newsletter: https://b…
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AI is becoming a central pillar of geopolitical strategy, as highlighted by a series of landmark AI deals announced during a major US-Saudi investor summit. With participation from leaders like Elon Musk, Sam Altman, and Jensen Huang, Saudi Arabia is poised to build out significant AI infrastructure. Get Ad Free AI Daily Brief: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…
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Will England just pivoted his $10B AUM hedge fund to go all in on AI with a firm-wide email: “I wrote this email using ChatGPT—you should too. As a hedge fund, we should be ashamed to leave money on the table by ignoring AI.” It’s working: 75% of his 400-person team are using ChatGPT daily—and Walleye is well on its way to transforming into an AI-f…
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If you’ve ever stared at OpenAI’s model selector and thought, “Which one am I supposed to use?”, this episode breaks it all down. We go through when to use GPT-4o, GPT-4.5, o3, o4-mini, o4-mini-high, and o1 pro, all based on real world business scenarios. Get Ad Free AI Daily Brief: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://patreon.com/AIDailyBrief⁠⁠⁠…
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Coinbase has officially become the first crypto company added to the S&P 500, signaling a new era of legitimacy for crypto in traditional finance. Meanwhile, Bitcoin's increasing acceptance is marked by Goldman Sachs ramping up client exposure, Galaxy Digital's upcoming NASDAQ listing, and Nakamoto Holdings going public. NLW explores how these deve…
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Bitcoin has surged back above $100,000, but why does this record-breaking rally feel so muted? As markets quietly climb higher, NLW explores the curious lack of excitement, alongside major developments like the U.S.-China trade truce and ongoing struggles over crucial stablecoin legislation in Washington. Is this calm confidence or cautious skeptic…
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OpenAI has named former Instacart CEO Fidji Simo as its first CEO of Applications, signaling a major shift in strategy. With the commoditization of AI models accelerating, the focus is turning to products, user relationships, and the application layer. Plus, an AI hearing in Washington urges infrastructure build out. Get Ad Free AI Daily Brief: ⁠⁠⁠…
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