GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?
Key takeaways
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Ohalo says its five-year “boosted breeding” program can make plants inherit 100% of each parent’s DNA, producing 50–100% gains in plant size in some internal trials. Its starkest potato result: parents yielding 33 and 9 grams produced a boosted offspring yielding 682 grams, while ordinary corn breeding averages about 1.5% annual yield improvement.
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Ohalo’s commercial opportunity may be creating consistent potato seed, not just higher-yield plants. Potatoes are normally replanted as tubers because botanical seeds vary genetically; Friedberg says Ohalo’s seed could reduce disease risk and save farmers costs equivalent to roughly 20% of revenue, and the company has spent $50 million-plus and is already generating revenue.
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All-In explicitly said it is not journalism and will not press guests to discuss subjects they do not want to address. That helps explain why Sam Altman’s appearance missed GPT-4o: his planned announcement was delayed shortly before recording, launched two days later, and the hosts let him stay silent about it.
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David Sacks built Glue around a simple bet: enterprise chat should be threads, not Slack-style channels, with AI searching the company’s accumulated work. At launch it could query chat history, attachments and roughly six integrations with citations; Sacks’s next goal is “promptless” AI that joins conversations when it has useful context.
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The episode’s clearest AI-startup warning is that model makers can erase years of application-layer R&D overnight. Sacks argued GPT-4o made much of the conversational-speed work at customer-support startups obsolete, leaving durable value mainly in workflow integration, proprietary context and vertical-specific execution.
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Jason Calacanis disclosed a seven-figure investment in Athena, unusually large for his $50 million seed fund, because he says it is growing faster than any company he has seen, including early Uber. Athena supplies trained remote executive assistants for about $36,000 a year; Calacanis says they cut some investment-work costs to one-third or one-quarter.
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Google’s AI search threatens the web’s existing traffic bargain more directly than the hosts’ earlier AI discussion. Friedberg expects AI answers to cannibalize long-tail publishers while improving Google’s monetization, and Sacks said courts may force licensing; he also knows a founder already building a marketplace for content owners to sell AI rights.