In this episode, Scotty debates whether cricket on office TVs kills productivity or builds culture, while Matt navigates Thanksgiving week shutdowns in Austin where the entire tech economy grinds to a halt. They dissect the seismic shift happening in AI infrastructure as Google's Gemini 3.0, trained entirely on TPUs, proves you can bypass Nvidia's 75% margins while building world class models. The implications are staggering. From vibe coding startups getting bundled out overnight to the "age of scaling is over" consensus among top researchers, they explore whether there's room for multiple frontier models, why Marc Andreessen's "Silicon Valley is everything" take misses the mark, and the critical hiring mistakes founders make in their first three years.Built 2 Scale | Episode 31TIMESTAMPS: 0:00 Thanksgiving Shutdowns & Cricket in the Office Debate4:12 WeWork Economics & Culture vs Productivity Balance8:14 Google Gemini 3.0: The TPU Strategy That Changes Everything13:18 Google vs Nvidia: Token Per Watt Economics & Market Impact16:59 Vibe Coding Apocalypse: How Gemini Beat Lovable in One Day21:20 Multi Model Future: Claude, ChatGPT & Gemini Strategies26:46 Ilya's Bombshell: "The Age of Scaling is Over"31:51 Real World Data: The Next AI Frontier Beyond 2D Training36:49 Marc Andreessen vs Reality: Do You Really Need Silicon Valley?42:16 Distributed Teams: Time Zone Hell & The Remote Work Debate47:02 Tool of the Week: Founders Podcast (400+ Biographies Distilled)51:38 Screen Time Hacks & Content Diet Optimization56:26 The 3 Critical Roles to Nail When Starting a Business1:03:08 SpaceX Lesson: Why Elon Nearly Died Without a VP of Sales1:06:29 Vision Distribution: Writing It Down vs Giving SpeechesThis Episode Covers:Google's Gemini 3.0 TPU training strategy and what it means for Nvidia's marginsWhy cost-per-token economics matter more than benchmark scoresThe vibe-coding startup extinction event: Lovable vs Gemini in one dayClaude Opus 4.5 release and Anthropic's coding-first AGI thesisMulti-model future: Room for Google, OpenAI, Anthropic with different strategies"Age of scaling is over" consensus from Ilya, Yann LeCun, Demis HassabisReal-world data and spatial intelligence as the next AI breakthroughMarc Andreessen's Silicon Valley claim vs distributed global talent realityTime zone brutality and why AR/VR won't fix remote workTool of the Week: Founders Podcast distilling 400 biographies into patternsThe 3 critical roles to nail when starting a business (two frameworks)SpaceX lesson: Vision in writing scales, speeches don'tKEY INSIGHTS:Google's economic warfare: TPU training creates structural 50% cost advantage vs Nvidia-dependent competitors—forces token price matching while OpenAI pays premium marginsVertical integration checkmate: When Google reaches model parity, ecosystem lock-in (Docs, Search, Android, YouTube) becomes insurmountable moatThe bundling massacre: Gemini beating Lovable in one day signals what Microsoft did to Zoom with Teams—horizontal players will bundle out vertical startupsAnthropic's focus moat: All-in on coding creates talent magnet and defensible niche while Google/OpenAI serve billions horizontallyScaling plateau is real: GPT-3→3.5→4 showed diminishing returns—top researchers (Ilya, Yann, Demis) agree architectural breakthroughs needed, not just more computeReal-world data frontier: 2D screen training has plateaued—spatial intelligence from IoT/sensors/robotics is where next breakthroughs happenGeographic arbitrage reality: SF only necessary

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