Am I Even Needed Anymore? GLM-5, Agentic Loops & AI Productivity Psychosis - EP99.34

<p>Join Simtheory: <a href="https://simtheory.ai">https://simtheory.ai</a></p><p>Register for the STILL RELEVANT tour: <a href="https://simulationtheory.ai/16c0d1db-a8d0-4ac9-bae3-d25074589a80">https://simulationtheory.ai/16c0d1db-a8d0-4ac9-bae3-d25074589a80</a></p><p>GLM-5 just dropped and it's trained entirely on Huawei chips – zero US hardware dependency. Meanwhile, we're having existential crises about whether we're even needed anymore. In this episode, we break down China's new frontier model that's competing with Opus 4.6 and Codex at a fraction of the price, why agentic loops are making 200K context windows the sweet spot (sorry, million-token dreams), and the very real phenomenon of AI productivity psychosis. We dive into why coding-optimized models are secretly winning at everything, the Harvard study confirming AI doesn't reduce work – it intensifies it, and the exodus of safety researchers from XAI, Anthropic, and OpenAI (spoiler: they're not giving back their shares). Plus: Mike's arm is failing from too much mouse usage, we debate whether the chatbot era is actually fading, and yes – there's a safety researcher diss track called "Is This The End?"</p><p>CHAPTERS:</p><p>0:00 Intro - Is This The End? (Song Preview)<br>0:11 Still Relevant Tour Update &amp; NASA Listener Callout<br>1:42 AI Productivity Psychosis: The Pressure of Infinite Capability<br>4:25 GLM-5 Breakdown: China's New Frontier Model on Huawei Chips<br>7:24 First Impressions: GLM-5 in Agentic Loops<br>9:48 Why Cheap Models Matter &amp; The New Model War<br>14:09 Codex Vibe Shift: Is OpenAI Winning?<br>16:24 Does Context Window Size Even Matter Anymore?<br>22:27 The Parallelization Problem &amp; Cognitive Overload<br>27:27 Mike's Arm Injury &amp; The Voice Input Pivot<br>31:17 Single-Threaded Work &amp; The 95% Problem<br>35:06 UX is Unsolved: Rolling Back Agentic Mistakes<br>38:45 Harvard Study: AI Doesn't Reduce Work, It Intensifies It<br>44:01 How AI Erodes Company Structure &amp; Why Adoption Takes Years<br>50:14 My AI vs Your AI: Household Debates<br>50:43 The Safety Researcher Exodus: XAI, Anthropic, OpenAI<br>56:49 Final Thoughts: Are We All Still Relevant?<br>59:04 BONUS: Full "Is This The End?" Diss Track</p><p>Thanks for listening. Like &amp; Sub. Links above for the Still Relevant Tour signup and Simtheory. GLM-5 is here, your productivity psychosis is valid, and the safety researchers are becoming poets. xoxo</p>