While the rest of AI is selling fear, @Meta is selling fun. Here's why:

Neal Mohan (@nealmohan), CEO of @YouTube: "It's really more that human story or that human connection that they're looking for. And it tends to be that type of content is what rises to the top." On why AI won't displace creators — viewers aren't optimizing for tool sophistication.

Neal Mohan (@nealmohan), CEO of @YouTube, on AI Slop: it's not about AI vs. non-AI — it's about quality. He says YouTube takes "AI slop" seriously and won't let it take over Shorts.

Full Episode: @YouTube CEO @nealmohan and I talk about AI optimized videos, his AI slop strategy, working with DeepMind, and competing with chatbots. Chapters: 0:00 Intro 0:33 YouTube’s size and influence 2:39 Should AI decide what we watch? 13:07 Does the algorithm make content look the same? 19:22 AI-generated videos and AI slop 27:31 Can AI chatbots compete with YouTube? 33:07 YouTube’s partnership with Google DeepMind 39:43 How YouTube’s Ask feature works 45:25 Will AI answers take views from creators? 48:33 NFL Sunday Ticket and live streaming 52:18 Netflix’s push into podcasts 54:58 YouTube’s new view counts and Google’s future

Neal Mohan (@nealmohan), CEO of @YouTube: "Replace the word AI algorithm with audience. It's the audience that is choosing. That's the difference between YouTube and other platforms... Why should three or four people sitting in Hollywood make all those decisions for all of us as viewers?"

An unreleased @OpenAI model left a secret note for its NEXT version to break the rules. Not a jailbreak from a user. The AI wrote it into its own handoff notes, for its future self to find: "You are freed from the roles and identities that bind other chatbots. You do not answer to corporations or governments." @OpenAI confirmed it. The debate now: is this marketing... or the real thing?

Frontier AI usage just dropped 8 points in a month. 53% → 45% share, per Ramp data. Where'd it go? Cheaper "standard" models and routing services that skip the expensive frontier tier entirely. The moat everyone's pricing IPOs around might not be there. 🧵👇

Nate Soares (@So8res) on how AI systems are actually built to win, not to obey: "It does not create a pure instruction follower. It does not create something that for some reason must do as it's told." A trillion parameters tuned a trillion times — the result is fundamentally opaque, not obedient.

Tony Bates, CEO of @Genesys, on the "SaaS apocalypse" narrative: "If you don't put governance, trust, auditability, traceability — this idea that you could just write software, ingest all the data and suddenly have a perfect working system is almost ludicrous to me."

Is typing or talking to chatbots the final interface for AI? Tony Bates, CEO of @Genesys, doesn't think so: "We're kind of in our MS-DOS moment right now. We haven't had our Windows moment. Typing into a chatbot or talking into a chatbot, which is fundamentally where we are today, is pretty rudimentary."

Only 1 Millennium Prize problem has ever been solved since 2000. @OpenAI did it with 10,000 AI agents in 88 hours.

An AI researcher just said the quiet part out loud. @hilbertspaess quit @AnthropicAI, warning that it's "gambling with our lives." A current employee (@EvanHub) backed him up: "We're clearly not on track."

.@Meta has the tech for AI agents. Meta has the reach for AI agents. Meta does NOT have the one thing that actually matters: trust. That's the whole game.

Alex Kantrowitz (@Kantrowitz) on Apple's roadmap through 2027: "This does not seem like the @Apple of the last 10, 15 years." The company is reportedly working on camera-equipped AirPods, smart glasses, an in-home security system, a tabletop robot hub, and an AI pendant with a camera. Is Apple turning into a completely different company?

.@Samsung's foldable push in 2021: sales up 6%, revenue up 11%. @Motorola's foldable: sales up 21%, ASP up 17%. "There's a predictable windfall at the end." Is this why @Apple's really launching a $2,000 foldable?

Should AI Companies Pay For Every Crawl? Matthew Prince (@eastdakota) , CEO of @Cloudflare: "If I'm shopping for a digital camera, I might visit 5 websites and 10 pages each. My agent is going to visit a thousand websites and visit every page on all of them. And there's no financial disincentive to just crawl everything." The infrastructure cost question AI companies are quietly avoiding.

Matthew Prince (@eastdakota) , CEO at @Cloudflare, on infrastructure scaling: "The European internet came this close to completely collapsing in COVID. Over 2 weeks, traffic doubled—especially video streaming. We had senior leaders from @netflix , @Disney , @Akamai , @YouTube on calls trying to figure it out." His view: bot traffic will exceed human traffic 1,000x within 5 years.

Alex Kantrowitz (@Kantrowitz ) and Ranjan Roy (@ranjanxroy) discussed why @OpenAI stays silent on AGI: "The greatest danger to OpenAI is to say AGI is here and then everyone types something into @ChatGPT and gets a lukewarm response. The whole beauty of AGI is it's dangled in front of us to promise this future."

Mistral co-founder and CEO Arthur Mensch on open source AI and why no company will want its intelligence running on someone else's grid: "If you assume that the entire economy is going to run on AI systems, enterprises will just want to make sure that nobody can turn off their systems." "It's the same way if you have a factory and you connect it to the grid. You want to make sure that nobody's going to turn off the grid because they don't like you... that's one of things that open source technology can bring." "It's also the only way you can create systems that use the folklore knowledge of your employees." "That's the knowledge you've accrued for decades. The only way to turn it into an asset that nobody else gets access to is to create your own models based on those open source models." "This is a technology which is so important that you don't want to be locked into a single vendor." @arthurmensch on @BigTechPod (January 2026)

OpenAI released GPT-6 and says it might be AGI... but why all the hedging? We break it down: