Grads boo AI, Reese Witherspoon gets dunked + Karpathy joins Anthropic | TWiAI E14

The frontier labs are coming for the application layer, and they're going to steal your idea. We dug into Andrej Karpathy's move to Anthropic, the new rules of AI etiquette, and why graduates are booing AI at commencement speeches.

This week's roundtable: Kanjun Qiu (CEO of Imbue, building open source agents), Jeremy Fraenkel (CEO of Fundamental, large tabular models for enterprise data), and Karri Saarinen (CEO of Linear, the product development system used by OpenAI, Coinbase, Cursor, Ramp, and Cash App).

Thank you to our exclusive sponsor:

PayPal Open, One Platform for All Business: http://paypalopen.com/

Timestamps:

0:00 Cold open

1:02 Welcome to Episode 14 of This Week in AI

1:45 Kanjun Qiu on Imbue's GPU cluster bet that funds the company

5:38 Jeremy Fraenkel on why LLMs choke on structured enterprise data

9:36 Karri Saarinen on Linear and product work for AI agents

12:50 Design in the age of AI: why early-stage product design is getting worse

21:18 Jason coins "AI etiquette": your output is your responsibility

33:30 Andre Karpathy joins Anthropic

40:00 The cult of each AI lab: SpaceX, Anthropic, OpenAI

47:00 Anthropic's pricing misstep and the "punk software" movement

50:00 The verticalization war coming for the application layer

55:00 "Claude knows more about me than my partner": power concentration in AI

58:30 Mac M5 clusters and confidential compute on AWS

1:07:30 Graduates boo AI at commencement: Schmidt, Borchetta, Cawfield

1:22:00 Four founders deliver their own commencement speeches

1:28:30 Reese Witherspoon vs the New York Times

1:33:00 Plugs and where to find the guests

🔗 Guests on X:

Kanjun Qiu, Imbue: https://imbue.com | https://x.com/kanjun

Jeremy Fraenkel, Fundamental: https://fundamental.tech | https://x.com/fraenkelj

Karri Saarinen, Linear: https://linear.app | https://x.com/karrisaarinen

🔗 Referenced in this episode:

Andre Karpathy joins Anthropic (announcement): https://x.com/karpathy/status/2056753169888334312?s=20

Imbue Blueprint (open source agent skill): https://imbue.com/blueprint

ExoLabs (daisy-chained Mac clusters): https://exolabs.net

Abacus (on-prem language models): https://goabacus.co

Whisper Flow (voice-to-text): https://wisprflow.ai

Perplexity Model Council: https://perplexity.ai

NYT editorial on Reese Witherspoon and AI: https://www.nytimes.com/2026/05/15/opinion/reese-witherspoon-mel-robbins-girlboss-ai.html

🔗 Subscribe and follow:

Newsletter and all platforms: https://thisweekinai.ai

#ThisWeekInAI #AI #Imbue #Fundamental #Linear #Anthropic #OpenAI #Karpathy #AIEtiquette #VibeCoding #PunkSoftware #AICommencement #OpenSourceAI