Get the Check

In this episode of Get the Check, the pod breaks down the week AI safety took over the timeline: Dario's "We Must Pace the Frontier" essay, OpenAI's GPT-6 Astra, and Apple's foldable iPhone Duo.
They start with the resignation tweet that hit 171 million views in six days, with Anthropic's own head of alignment publicly agreeing there's a 10% chance we're all dead within a decade uhhh what. The pod runs through every theory: regulatory capture, an IPO-timed cover story for businesses no longer paying frontier prices, and Anika's theory that the whole rollout, Dwarkesh essay included, was coordinated between Sam, Elon, and Dario. Next they debrief Dario's essay itself on RSI and his three step plan. The Nasdaq dropped 1.5% this morning on the news.
Next, GPT-6 Astra: OpenAI's biggest training run ever, 98.6 on ARC-AGI 3, a 10,000-agent swarm taking a swing at Navier-Stokes, and computer use that's finally good. It's also the first OpenAI model classified as a critical cybersecurity capability, which has Maya wanting to change all her passwords. The pod agrees OpenAI is so back, and chat about ChatGPT trying to looksmaxx Anika during a glasses run in New York.
Finally, Apple's September event: the $1,999 iPhone Duo arrives seven years after Samsung's foldable, in a market that only moves 20 million units a year, aka just one month of iPhone sales. Maya has been waiting years for this phone and now isn't sure she wants it. Classic Maya haha.
Tune in to find out if the pod would give the Duo their check.
This episode is brought to you by Kalshi, where the pod checks the odds on AI milestones and market swings in real time. Sign up at kalshi.com/sign-up?referral=getthecheck and get $10 when you trade using our code.
Follow the pod on Instagram and X @getthecheckpod.
00:00 Debriefing NYC
07:29 The AI researcher tweet that hit 171M views
09:46 Does Anthropic have an incentive to over blow AI doomerism
11:49 Why didn't Sundar and Zuck comment publicly
13:05 Dario's essay on pacing the frontier
17:06 Anika's hot take that the doomer takes were coordinated
19:34 The China problem
25:13 The nuclear weapons parallel
26:15 Our take on how serious AI safety risks are
26:41 Bernie's corporate death penalty for superintelligence
27:58 The market reaction
28:59 GPT-6 Astra
29:22 Is it AGI
31:28 Why AI's computer use was so bad for so long
33:07 The startups Astra killed
33:40 Astra and cybersecurity
35:11 Astra on the benchmarks
39:25 Loop transformers are more efficient but a safety risk
40:24 Maya still loves Googling
41:02 ChatGPT tries to looksmaxx Anika
41:51 Apple's September event
42:42 iPhone prices keep creeping up
43:20 Maya wants a Duo (or does she??)
46:13 How big is the foldable phone market actually
48:01 Coding from your phone is here

Years ago Michelle Lim posted an essay about Marxism and startups. This year it landed Flint a Fortune 500 customer. This week Get the Check sat down with Michelle to talk about writing online as a founder, running a third of Robinhood's app at 19, joining Warp when the company was a slide deck, and of course scaling Flint.
Maya and Anika get into how a founding engineer becomes a head of growth. Michelle ran Warp's launch back when nobody did launch videos, built the referral flows and lifecycle emails herself, and kept hiring until the board asked her to step into the role. Michelle’s experience at Warp turned into Flint, the first self-improving system for performance marketing: AI agents that run your ads and optimize your landing pages for you.
The hosts also get into her startup hot takes like why you should reference check your manager and hold out for great hires even if it means moving your own office furniture.
00:00 How many agents do you run at once?
02:05 Singapore’s culture around careers
04:01 The class at Yale that changed her life
04:43 Learning to code in her 20s
05:19 Interning at Slack and Robinhood when they were early
07:12 Why Robinhood put a news feed in the app
08:56 Meeting Ali Partovi changed her life
10:13 Joining Warp off a slide deck
16:34 Moving from eng to growth
17:31 Making the first launch video on X (we think…pls don’t fact check this)
20:28 Hiring social media creators at tech companies
23:14 Hot take, developer marketing is the most valuable job in tech right now
28:17 Reference check your manager
29:28 Why Michelle still hires new grads when many of her friends don't
30:30 The one resume tell that a candidate will be good
30:59 What Flint does
34:30 Landing a Fortune 10 customer
41:09 Michelle's writing on Marxism
45:19 How to get hired at Flint
This episode is brought to you by Kalshi, the prediction market where you can trade on the stories the pod covers every week. Sign up at kalshi.com/sign-up?referral=getthecheck and get $10 when you trade using our code.
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In this episode of Get the Check, the pod breaks down Nvidia's $12.9 billion acquisition of Hugging Face, the first real benchmarks on OpenAI's Jalapeno chip, and Instinct, the pre-revenue AI assistant that just came out of stealth at a $2.5 billion valuation.
After debriefing the "hot girls of tech" X discourse, they start with Nvidia's biggest acquisition ever: Hugging Face at $12.9 billion, roughly 86x its rumored $150 million in revenue. Maya explains what Hugging Face actually does it has 3 million+ open source models and is the default hub for every developer. The girls debate why Nvidia wants it including keeping the open source world locked into their chips, owning the one-click deploy layer against infra players, and getting data on what millions of developers are downloading. The pod also gets into the Microsoft-GitHub precedent for antitrust guardrails, the robotics data angle, and the best part of the story: Hugging Face turned down Nvidia's $500 million investment at a $7 billion valuation in 2025 because they didn't want one investor steering the company…the deal is never dead.
Next, the pod gets into OpenAI's Jalapeno chip, built with Broadcom, now that SemiAnalysis has released third-party benchmarks. It's an inference ASIC with a 700-watt power budget matching an H100, designed back in 2024 so it can swap into power-constrained data centers, and it reverses standard chip architecture by giving power to memory instead of compute, the opposite of a Blackwell or Rubin. Critics flagged that it costs the same as a Rubin chip, but SemiAnalysis found it's 5x cheaper with multi-token prediction. With OpenAI spending $14 billion on inference this year and custom ASICs at 28% of 2026 chip spend, the pod thinks Nvidia's 80% margins won't hold. Tune in to hear the greatest text Anika has ever received about chip design.
Finally, Instinct: the iMessage agent from a Sierra alum, referral-only (a la like Raya), pre-revenue at $2.5 billion and supposedly already raising at $5B. Maya thinks it will stay free and take a small fee on every purchase, while Anika thinks the Raya effect means people would happily pay. Instinct called a website to fix Maya's rejected contacts prescription and bought Anika's Oura charger off she’s put off for 6 months, which seems more like an Anika issue than a problem the world needs to solve. Priya is the lone holdout who'd rather just do it herself. Tune in to find out if the pod would give Instinct their check at $2.5B.
This episode is brought to you by
Kalshi, where the pod will be watching the odds on Broadcom's earnings next week. Sign up at kalshi.com/sign-up?referral=getthecheck and get $10 when you trade using our code.
Follow the pod on Instagram and X @getthecheckpod.
00:00 'Tech is Having a Hot Girl Renaissance' article debrief04:06 Nvidia acquires Hugging Face for $12.9B09:54 Nvidia's AI stack strategy14:14 Robotics18:26 OpenAI's Jalapeno chip23:19 Jalapeno chip design30:02 $2.5B AI assistant with no revenue?!
34:58 Instinct's biz model and architecture

Inside the FDA: Vinay Prasad’s first podcast since leaving the admin on drug approvals, COVID, and market-moving science
This week the pod has Dr. Vinay Prasad for his first interview since leaving as director of CBER, the FDA's vaccine division. With over 300k followers on X and one of the top science podcasts in the world, he's one of the most listened-to experts in the field. He might also have as many enemies as fans: biotech executives, certain patient groups, and even Trump's own administration are split on him. His statements have moved markets multiple times, and we are pretty sure there were a few hedge fund interns tasked with combing through all his podcast episodes the day he got appointed.
The pod gets into what it was like inside the administration, why he had to pause his podcast (government officials can't run their own media), and his famous thesis on evidence standards for drugs, especially rare disease ones.
The pod dives into a full COVID retro: how shutting down schools and masking was approached, where Vinay thinks the evidence actually pointed, and what he would have done in Fauci's position. They go deep on specific studies, like the Bangladesh mask study, and what might alter the effectiveness of a mask.
The conversation even gets philosophical: your personal right to decide what goes into your body: whether it's vaccines, transgender drugs, or something else, versus the general public good, as well as what doctors think is in your best interest.
Finally, the pod asks Vinay what America's healthcare system would look like if he created it. You might be surprised by his affinity towards Bernie and a lot of generally populist policies that could fall on the left or the right, like getting lobbyist money out of FDA decisions.
They also cover some recent news in the space:
Moderna popped ~150% after its Merck-partnered mRNA cancer vaccine hit its Phase 3 goals in melanoma, the first personalized mRNA cancer treatment to get there. Vinay breaks down what the press release does and doesn't say.
Kalshi announced you'll be able to trade on clinical trials, a more granular way to trade the results of therapeutics that you currently, by proxy, trade on public markets, especially with smaller biotech stocks. Sign up at kalshi.com/sign-up?referral=getthecheck and get $10 when you trade using our code.
Laws around peptides, and what the future of compounded pharmacies looks like as pharma cracks down on GLP-1s.
Follow the pod on Instagram and X @getthecheckpod.

00:00 Introducing Vinay Prasad, the FDA's former vaccine chief03:05 Why government officials can't have their own media04:19 Vinay’s words are moving public markets (a few times!)05:38 How Plenary Session became the #1 medical podcast07:06 Vinay got famous for hot takes on COVID10:25 Society weighing education years vs COVID deaths12:49 How do you run experiments mid-epidemic15:40 What made COVID different than the flu17:32 Do masks work23:38 The ethics of a medical study26:34 Does Vinay believe in vaccines32:02 Vaccines vs personal autonomy33:24 Children and gender transition meds37:58 Can a parent say no to cancer treatment for their child41:27 Lobbyist money in FDA decisions43:24 What a drug company has to prove to go to market45:30 Free $1B startup idea from Vinay47:57 Why biotech can make money on bad drugs49:31 What's the FDA's conflict of interest49:58 Vinay's controversies: WSJ calls him the grim reaper51:13 Under Vinay, the FDA makes drug trial data public53:13 The former FDA vaccine chief on Kalshi's clinical trial markets58:57 Should the FDA be elected01:00:08 Why is American healthcare so broken01:01:19 Peptides01:02:06 How is Reta so accessible01:03:00 Why hasn't pharma cracked down on compounded pharmacies01:04:35 Why don't more people talk about right to try01:05:10 Who do patient advocacy groups represent01:08:49 Vinay supports universal healthcare?!

When Maya was 12, her dad took her to YC Demo Day and Sam Altman asked what she wanted to be when she grew up. Her answer: a podcaster.* A decade later she texted Priya "I have a crazy idea," and Get the Check was born. This week the tables turn. Bella Malvini, founder of Bridges Social Club, sits down with the pod for their first real interview as guests. Before recording they tell her nothing is off limits.
*Just kidding, she said “I don’t know”
Bella takes the pod through their origin story:
- How to get past being “cringe”
- Why one of the pod's earliest written goals was literally "keep Maya doing the podcast." Goal accomplished!
- The moment when they started reading each other’s minds
The conversation dives into careers in the age of AI:
- Why a tier one VC on the cap table doesn't make a startup good
- How recruiters exploit an information asymmetry most engineers don't know exists
- How a personal brand got Anika the early stage VC meetings recruiters swore she'd never get
- Priya’s advice for anyone entering the workforce at 22: optimize for talent density.
They even let Bella ask them about their personal lives. What they will never put online, what they think about SF dating, and if the city is as transactional as everyone says.
00:00 The pod takes the hot seat with Bridges' Bella Malvini
01:12 Maya coded an AI agent to text Anika instead of her
03:42 Sam Altman asked Maya what she wants to be when she grows up
05:54 Bella drops her favorite tech social media account
09:12 How the pod got its name
10:07 How they picked a target audience (they didn't)
11:28 Early goal number one: keep Maya from quitting
14:01 The never before told story behind their first event
16:25 The art of hosting an event
18:37 Are they all the same person??
20:09 Why the pod shows the BTS
21:09 Which host would be a lifestyle influencer
22:02 The art of the personal brand
22:51 How the podcast got Maya her OpenEvidence job
23:34 How to tell a good startup from a bad one
25:00 What the they will never put online
30:49 Why people hate influencers
32:02 Consumerism is breaking our brains
32:38 How they find time between startup jobs and the pod
33:21 What happens when one host does less work
35:01 Anika predicted Maya's wake-up time today
36:42 Hot take on the “Do Not Smile” article
37:23 When the pod tried scripting episodes
37:43 The future of work
46:17 Hot takes on SF dating
50:41 Does Maya ever see her banker boyfriend