054 AI Is Creating Jobs + SaaS Dying Again, and The Future of Robotics

We break down the latest in tech, AI, and startups live every Thursday at 11:00 AM Pacific and 2:00 PM Eastern on X, LinkedIn, and YouTube.

Episode Description:
This week Gregory and Paul unpack new research showing AI is creating jobs instead of eliminating them, debate whether SaaS is actually dying, and explore why robotics may transform our homes before it transforms every workplace. They also discuss Meta's increasingly confusing AI strategy, the political values embedded in AI models, Anthropic's billion-dollar profit announcement, and why AI glasses still feel more creepy than useful.

1. Meta Releases Spark Muse 1.1
2. AI is creating jobs, not destroying them
3. SpaceX loses 1.05T in valuation
4. SaaS is dying no WAYT it’s not
5. Physical AI and robotics
6. What values do AI models have?
7. Anthropic 3Q profit over $1B
8. AI glasses are still creepy

Connect with Gregory & Paul

Gregory Kennedy
Website – https://www.vibeyoursaas.com
LinkedIn – https://www.linkedin.com/in/gregorykennedy/
X (Twitter) – https://twitter.com/gregorykennedy

Paul
Website – https://karmic.buzz
LinkedIn – https://www.linkedin.com/in/pxue/
X (Twitter) – https://twitter.com/pxue

1. Meta Enters the Coding AI Race
00:00 to 07:48
Mark Zuckerberg returns to X after more than three years to announce Meta's new coding model and expanding enterprise AI platform. Gregory and Paul discuss whether Meta has a real competitive advantage in coding models or if the market has already become too crowded. They also question whether Meta's massive AI infrastructure investments are finally being justified through enterprise products.

2. AI Is Creating Jobs, Not Destroying Them
07:48 to 15:36
A new report from Ramp finds that companies making the largest AI investments are hiring more employees, not fewer. High-intensity AI adopters increase employment by roughly 10%, with entry-level hiring rising even faster. The hosts argue that AI is amplifying successful companies rather than replacing workers, although legacy organizations that fail to adapt may eventually struggle.

3. Is SaaS Actually Dying?
15:44 to 25:35
After a viral thread claimed SaaS is collapsing, Gregory and Paul examine both sides of the debate. While public SaaS valuations have compressed, companies like Cursor and Lovable are becoming some of the fastest-growing software businesses ever. Their conclusion is that SaaS is not disappearing. Legacy software companies are simply being repriced while AI-native software companies redefine the category.

4. Physical AI and the Robotics Renaissance
25:35 to 36:11
Physical Intelligence raises $600 million to build robotics systems, sparking a broader discussion about the future of automation. Rather than creating robots that imitate humans, the hosts argue the long-term opportunity is redesigning homes, kitchens, factories, and workplaces around automation itself. They also explore why food preparation, construction, and household chores may become some of robotics' biggest markets.

5. What Political Values Do AI Models Have?
36:19 to 46:56
An Economist analysis maps the political and cultural values expressed by major AI models using the same survey employed to study countries around the world since 1981. Despite being built by different companies and even different nations, most frontier models cluster around similar Western, secular values. Gregory and Paul discuss sovereign AI, training data, post-training alignment, and the geopolitical implications of value systems embedded in AI.

6. Anthropic Reports Over $1 Billion in Quarterly Profit
47:03 to 48:17
Anthropic announces more than $1 billion in quarterly profit, fueling speculation that the company may be preparing for an IPO. While Gregory views the milestone as a major execution win, Paul questions how meaningful AI companies' reported profitability really is given the industry's evolving accounting practices.

7. Why AI Glasses Still Feel Creepy
48:26 to 52:20
Meta continues improving its AI glasses, but Gregory remains skeptical that consumers will ever embrace wearable cameras. The hosts debate privacy concerns, facial recognition, and whether always-on recording creates too many social problems. They conclude that audio-first AI assistants may ultimately become far more practical than camera-equipped smart glasses for everyday use.