Ep. 023 - Everyone Leaves Google, Elon Forecasts 1T ARR, Reflecting On GPT-5, Building Personalized Software (Roundtable) | Jon Y, Doug O'Laughlin, Jordan Nanos
Episode publishedPodcast: SemiAnalysis WeeklySemiAnalysis Weekly
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Hello, Welcome back to Somebody Analysis Weekly. We've got our second guest ever on the program today. That's John from Asianometry, top one YouTuber in the world, at least my favorite. Doug said it's top two, but we won't hold him to it. This week we're planning to talk about some big news and everybody leaving Google, leaving Gemini hanging out to dry maybe, or just going to work on some of their passion projects now that they've spent their first thirty five years in one job and had enough. The Chinese ban on transceivers, Elon pulling in his 1,000,000,000,000 revenue forecast from 2031 to
Thank you. Thank you for having me. This is a it's weird. You're so professional compared to transistor radio.
We have grown up. It's so grown up, John.
Okay. I have a burning question for you, John. So one of the times when many people may have seen you talk is on the Door Catch podcast where a few years ago, was this, like, famous clip where you're sitting beside Dylan, and you say, wait, wait, wait. We're assuming GPT five is gonna be good? We've just assumed that? Do you remember this clip?
I do remember this clip.
Okay. That was like a year and a half or two years ago. So now we're sitting in August 2026. Do you feel like GPT five was good? Did it surpass your expectations?
I mean, I think GPT five was I think the concept of GPT five was was probably was probably right in the sense that, like, was it good? Five itself probably wasn't that great as compared to others. But, you know, I was it kept going. And then I think when the really eight when the injected code stuff really hit, then everything hit the, you know, everything hit the pedal to the metal. So I was very impressed by that. So, you know, but what they said, you know, when I went on the when I went on the pod, when I sat down on the pod, the first thing I thought to myself, I chugged like five cups of
Hopefully, we can aim for that today as well. Entertaining and questionable accuracy. Doug, what do you think? So this was 10/02/2024, I just looked it up, when Dylan and John went on Torcatch's podcast and they talked about this stuff. I kind of agree, GPT-five was a bit of a dud, but 5.2, and certainly now 5.6 is mind blowing two years later.
5.2 was ass too, I'll be honest. I think 5.2 was not very good. Okay. I think 5.6 is good. The new the new base the new base model is good. 5.6, good. And also soon soon, six this week.
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