What is an open weight model? | Shiv Shankar, Boundless
Shiv Shanker, founder and CEO of Boundless, joins the Dry Run to explain what an open weight model actually is, and why he thinks most companies will try closed models first but eventually shift to open ones.
We go from the difference between a model's code and its weights to why OpenAI and Anthropic going public could open the door for American open source models.
00:40 Understanding open weight models
01:57 What labs actually share when they publish weights
06:33 Cost considerations in AI adoption
08:47 Security and data privacy
13:08 You can't vibe code DocuSign
15:48 The MySQL playbook for open source profits
20:33 Why the top open weight models come from China
24:09 What changes after OpenAI and Anthropic go public
25:32 The case against open weight models
30:04 Don't give an agent your passwords
31:50 Regulatory frameworks for open weight models
36:23 Education and workforce development for AI
38:41 The sign that open weight models are winning
30 Sept 2026
How is the AI buildout financed? | Austin Campbell, Zero Knowledge
Austin Campbell, founder of Zero Knowledge and adjunct professor at NYU Stern, has spent his career in risk and structured finance. In this episode, he dives into the ins and outs of the AI buildout, especially how it is financed, who's doing the financing, the role of debt, and how the AI boom compares to past bubbles, from the dot-com era to 2008.
03:39 Components of the physical buildout
07:41 Capex spent so far vs. future commitments
10:13 Why Big Tech buybacks are dropping
13:18 How SPVs are structured and good vs. bad reasons to use them
20:13 AI makes money, but can it pay back the capex?20:59 Who takes the hit if demand falls short
24:33 How today's SPVs compare to 2008
32:25 Minsky's three stages of a bubble, applied to AI Catch Dry Run wherever you listen to podcasts:
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Austin Campbell https://x.com/austincampbell
Eshita https://x.com/eshita
Khushi https://x.com/khushii_w
9 Sept 2026
Why is it so hard to get data for robots? | Naman Kapasi, Nirvana
Naman Kapasi, CEO and co-founder of Nirvana, joins us on the Dry Run to talk about why data quality, not intelligence, is what's holding general purpose robotics back.
02:05 LLMs to VLAs to world models
07:39 Playing air hockey with a robot
08:34 The bottleneck isn't perception, planning, or control
10:37 The tiers of robotics data quality
13:48 Scale AI vs Mercor
18:01 Nobody knows how long a humanoid lasts
23:52 Five fingered hands vs giving robots tools
27:24 At 80% nobody cares, at 99.9% it's useful
29:28 A robot can't tell if an avocado is ripe
30:09 The US just banned imported humanoids
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