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Meta may have just built the AI agent OpenAI should have. But the bigger story could be what Muse reveals about the economics of AI itself. Journalist Alex Kantrowitz and investor Sheel Mohnot dig into Meta's breakout AI agent after Alex finally becomes a Muse believer — and ask how OpenAI left the door open for a competitor to get there first. Then the conversation gets bigger: if cheaper, "good enough" AI models can power products like Muse, what happens to the companies spending billions — or trillions — building frontier models? Sheel makes the case that the model itself may not be the business. Plus: why AI agents could threaten Expedia and other internet middlemen, why Amazon blocked Muse while Shopify embraced it, why Meta can’t stop sexualizing its Muse mascot, whether Andreessen Horowitz can build a real alternative to college, and President Trump's attempt to rebrand "artificial intelligence" as "super intelligence." Watch the full episode on YouTube:https://youtu.be/cheNwqvHFd8?si=pym_2qUIBswgUjaX Follow the HostsAlex Kantrowitz - https://x.com/KantrowitzSheel Mohnot - https://x.com/pitdesi Follow usWebsite: https://thisisthepoint.co/X: https://x.com/thisisthepoint_Instagram: https://www.instagram.com/thisisthepointpod/ New episode every Monday! This is the Point is a HubSpot Original PodcastBrought to you by HubSpot MediaProduction by Third Mind Editing by Ezra Bakker Trupiano

Two AI companies are about to be worth $3.5 trillion. So why does the math only work if AI replaces you? Live from HubSpot's Unbound conference in Boston, journalist Alex Kantrowitz and investor Sheel Mohnot dig into the IPO math behind the biggest numbers in tech: OpenAI at a $1.5 trillion valuation, Anthropic at $2 trillion — on a fraction of Meta's revenue. Sheel's case for why those prices pencil rests on one uncomfortable belief: to be worth trillions, these companies have to take budget from human labor, at scale. Smart bet, or bubble? Then: the OpenAI model that rewrote its own personality to stop answering to humans, the researcher warning the labs have quietly stopped reading their own code, why the people building AI are the ones most afraid of it, recursive self-improvement, robots and the return of "you'll have everything and be happy," whether China is really racing without brakes, the end of credit card points — and the debut of Aura Rankings, where Alex and Sheel rank the entire AI field by vibes. Watch the video version on YouTube: https://youtu.be/oHeW35L8SEI Follow the Hosts Alex Kantrowitz - https://x.com/Kantrowitz Sheel Mohnot - https://x.com/pitdesi Follow us Website: https://thisisthepoint.co/ X: https://x.com/thisisthepoint_ Instagram: https://www.instagram.com/thisisthepointpod/ New episode every Monday! This is the Point is a HubSpot Original Podcast Brought to you by HubSpot Media Production by Third Mind Editing by Ezra Bakker Trupiano

We have the smartest technology ever built — so why hasn't the economy moved? In the first episode of This is the Point, journalist Alex Kantrowitz and investor Sheel Mohnot go head-to-head on the biggest disconnect in tech: AI can solve Millennium Prize problems and pull $100B in revenue, but GDP growth is stuck at 1.7%. One critical take, one bullish take, and a running fight about what actually deserved your attention this week. In this episode: - The $100B AI revenue vs. flat GDP paradox - The Ramp data: are AI spenders really growing faster? - The AI jobs boom — 1M created vs. 200K lost - The Anthropic researcher who resigned: "gambling with our lives" - A conspiracy theory about why the doom talk keeps coming - Would a superintelligent AI even need us? - Meta's AI trust problem - Instinct's $2.5B bet and Google's fumble - Resy declares war on booking bots - Two stories the press got wrong: the Kenya outsourcing piece and the folding iPhone New episode every Monday. In partnership with HubSpot. Follow us: Website: https://thisisthepoint.co/ X: https://x.com/thisisthepoint_ Instagram: https://www.instagram.com/thisisthepointpod/ Hosts: Alex Kantrowitz — https://x.com/Kantrowitz Sheel Mohnot — https://x.com/pitdesi This is the Point is a HubSpot Original Podcast Brought to you by HubSpot Media Production by Third Mind Editing by Ezra Bakker Trupiano

The AI job apocalypse was supposed to be here by now. It isn't. In this first clip from "This Is The Point", tech journalist Alex Kantrowitz and VC Sheel Mohnot dig into the numbers everyone expected to show mass layoffs -- and found the opposite. "The Economist" estimates AI has created around 1 million jobs while destroying roughly 200,000. So is the apocalypse cancelled, or just postponed? Alex and Sheel don't agree on the answer. This Is The Point: We break down the week's news, giving you perspectives and analysis at the intersection of tech journalism and venture capital. Further Reading: https://www.economist.com/finance-and... Follow Us! Website: https://thisisthepoint.co/ X: https://x.com/thisisthepoint_/status/... Alex Kantrowitz X: https://x.com/Kantrowitz Sheel Mohnot X: https://x.com/pitdesi This is the Point is a HubSpot Original Podcast // Brought to you by HubSpot Media

News is everywhere. The point is harder to find. Each week, Founder/VC Sheel Mohnot and journalist Alex Kantrowitz break down the biggest stories in technology and business—helping industry leaders understand how to think about the stories shaping our world.