Mainstream

The weekly AI news show. Hosted by @bsschiller. New episodes air every Thursday at 12p ET on X & YouTube. Pitches/Inquiries: [email protected]

[Mainstream @itsmainstreamtv]

On this week's show:

- @lvittayarukskul (@joinwaterlily)
- @zachmoskow (@concentrateai)

Apple vs. OpenAI, SpaceX, Alibaba & Qwen, DoorDash, Bending Spoon & Airtable, and more!

[Mainstream @itsmainstreamtv]

@JensenHuang Wanna come on the show to talk about it?

[Mainstream @itsmainstreamtv]

Claude is adding invisible, machine-readable marks to generated text worldwide.

Anthropic says they may survive copy-paste and some editing—but it has not published detection details or the removal threshold.

Good provenance or bad precedent?

[Mainstream @itsmainstreamtv]

Nationwide invests in @joinwaterlily and sells long-term care insurance — so I asked @lvittayarukskul what stops family planning data from becoming underwriting data.

Her answer: it doesn't go to the carrier.

Waterlily runs on a rule of least information — a short questionnaire, only what's needed for the prediction, and it stops there. Anything beyond that requires permission, and policy applications get filtered to only the fields that carrier needs to underwrite.

Her read on the category: there's a trust vacuum, and it's the thing actually worth solving.

[Mainstream @itsmainstreamtv]

@Tocelot Always looking to spotlight interesting startups and the people building them. Happy to interview founders from the portfolio on Mainstream when there’s a timely story to tell.

[Mainstream @itsmainstreamtv]

@OpenAI Can it break out of the sandbox?

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@SpotifyEng @ClaudeDevs @GeminiApp @OpenAI @Spotify Will discuss on the show this week

[Mainstream @itsmainstreamtv]

.@Visa is buying @BioCatch for $2.4B in cash.

What BioCatch does: instead of checking your password, it watches how you type, swipe, and hold your phone. The idea is that a scammer operating your account moves differently than you do — so fraud gets caught before the payment happens, not after.

It already covers 1.8 billion devices and 760 million users across 350+ banks.

The reason Visa is paying up: account takeovers and scams cost the global economy over $1 trillion a year, and AI is scaling those attacks fast.

[Mainstream @itsmainstreamtv]

@finkd Will be talked about on @itsmainstreamtv this week

[Mainstream @itsmainstreamtv]

@finkd Will be talking about it on the show this week

[Mainstream @itsmainstreamtv]

@AI_NEWS_00 Will be talking about it on the show this week

[Mainstream @itsmainstreamtv]

@EvanKirstel @AMD Will be talking about it on the show this week

[Mainstream @itsmainstreamtv]

@AIatMeta Will be talking about this on the show this week

[Mainstream @itsmainstreamtv]

https://t.co/KRS3bEnzBy

[Mainstream @itsmainstreamtv]

OpenAI’s Astra slowdown may mark a turning point: model cyber capabilities are reportedly affecting development itself, not merely release-day safeguards. (via @Axios)

[Mainstream @itsmainstreamtv]

@alexandr_wang Will be discussing this on the show this week

[Mainstream @itsmainstreamtv]

JUST IN: Meta is reopening the battle over who controls AI. It released Muse Glimmer for local agentic tasks and says Muse Spark 1.2’s weights are coming next.

[Mainstream @itsmainstreamtv]

@kushalbyatnal Have seen those before! Wanna come on the show to talk Extend?

[Mainstream @itsmainstreamtv]

.@lvittayarukskul built @joinwaterlily after her aunt's cancer diagnosis turned her family into caregivers overnight. She was 16, in school, working 40 hours a week.

Asked what would have changed if the tool had existed then, her answer wasn't really about money:
"It would have reduced a lot of complexity and created better financial and relationship outcomes for us."

Her family's questions were the ones everybody asks too late. How do we pay for this. Why isn't insurance covering it. Where is the money coming from.

Long-term care is a cost almost nobody models until it arrives. Waterlily is trying to make it something you can see coming.

[Mainstream @itsmainstreamtv]

.@SpaceX is now an AI company that happens to launch rockets.

From its first earnings report as a public company: $18.4B in capital spending last quarter, nearly $16B of it on AI infrastructure — up from $10B the quarter before.
AI revenue hit $2.6B in Q2, up 213% sequentially, with $14.1B in contracted cloud agreements.

The path here: SpaceX acquired xAI in February, then filed with the FCC to launch up to a million solar-powered data center satellites. On the ground, it's running Colossus outside Memphis on gas turbines and $329M of Tesla Megapacks, targeting 20 gigawatts by end of 2027.

Musk's pitch for why they win: data centers are a trivial problem for people who build rockets.

[Mainstream @itsmainstreamtv]

.@zachmoskow of @concentrateai on which models are actually getting traffic right now: Kimi K3 is hot, and Qwen is coming up fast.

Worth noting where that view comes from. Concentrate AI is an AI gateway — it routes customer traffic across providers, so he sees what teams are really running in production rather than what they say in a keynote.