NVIDIA's Trojan horse, Yann LeCun Timebomb, 8 Sleep Mega Raise and the Physical AI Boom

This week on Built 2 Scale, Matt navigates Austin life while Scotty recovers from his US adventure. We break down the massive AI shakeups: GPT-5's controversial launch causing user rebellion, Meta's AI division downsizing (with Yann LeCun on the chopping block), and Nvidia's shocking announcement to build robots and compete with ALL their clients.Built 2 Scale | Episode 21TIMESTAMPS:0:00 Welcome Back & Weekly Chaos Management2:31 Meta AI Division Downsizing + Yan LeCun Lettuce Watch Day 194:18 GPT-5 User Backlash: The Router Problem Explained13:06 Jensen Huang Signs GPU for Brett Adcock (King Meets Prince)15:10 8 Sleep Raises $100M: AI Sleep Operating System Strategy22:35 Notion Offline Mode: Complex Data Structure Challenge26:58 Dylan Patel's AI Value Capture Analysis (Semi Analysis)40:23 Scotty Builds AI Agents: Lindy.ai Academy Experience52:06 Microsoft Excel vs Google Sheets: AI Feature Battle54:24 Founder vs Corporate CEO Performance in AI Race59:24 Tesla Model YL China Launch: Strategic Market Play1:07:38 Nvidia + Foxconn Robot Partnership: Physical AI Era Begins1:13:17 Lumina Tech: 2-Year Hardware Revolution Story1:19:31 Patents Are Dead + Shopify's Anti-Metrics PhilosophyThis Episode Covers:- GPT-5 model routing controversy and why power users are furious- Meta's AI division restructuring with executive departures expected- Dylan Patel's analysis: Nvidia captures 80% of AI profits while OpenAI gets 1%- Agent building revolution with zero-code tools like Lindy.ai- $85 billion Google AI infrastructure spending breakdown- Tesla's aggressive China-first strategy against BYD competition- Nvidia's vertical integration plan: from chips to robots to everything- Founder-led companies dominating AI while corporate CEOs struggle- Physical AI boom: autonomous excavators built in 2 years- Value capture crisis in AI ecosystem and potential solutionsKEY INSIGHTS:- Why the AI "golden age" of free/cheap access is ending- Agent automation targeting entire white-collar workforce- Hardware startup velocity reaching software-like speeds- Infrastructure spending creating new investment opportunities- Founder vs corporate leadership performance gap wideningAbout Built 2 Scale:Weekly analysis of artificial intelligence business strategy, robotics adoption, and technology market dynamics. Hosted by Scott Wilcox (W & Elycium) and Matt Perrott (BuildPass), providing actionable insights for founders, investors, and technology executives navigating the AI transformation.Subscribe for AI business intelligence that actually matters to builders: /@built2scaleAvailable on Spotify | Apple Podcasts#AI #GPT5 #Nvidia #Tesla #Meta #Robotics #TechNews #Startup #BuildToScale #Agents #AIInfrastructureThis Episode Covers:- GPT-5 model routing controversy and why power users are furious- Meta's AI division restructuring with executive departures expected- Dylan Patel's analysis: Nvidia captures 80% of AI profits while OpenAI gets 1%- Agent building revolution with zero-code tools like Lindy.ai- $85 billion Google AI infrastructure spending breakdown- Tesla's aggressive China-first strategy against BYD competition- Nvidia's vertical integration plan: from chips to robots to everything- Founder-led companies dominating AI while corporate CEOs struggle- Physical AI boom: autonomous excavators built in 2 years- Value capture crisis in AI ecosystem and potential solutionsKEY INSIGHTS:- Why the AI "golden age" of free/cheap access is ending- Agent automation...

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