Theo Almost Lost $1 Million

This week Theo nearly lost a million dollars and Ben got AI psychosis (from GStack)... Thank you to Coderabbit and Clerk for sponsoring today's episode! Coderabbit, the ultimate AI code reviewer: ⁠https://nerdsnipe.link/coderabbit Clerk, the auth platform with the best DX: https://nerdsnipe.link/clerk Sources/references: https://x.com/theo/status/20148632668... https://x.com/theo/status/20503058138... https://x.com/theo/status/20503149955... https://x.com/sama/status/20506711619... https://x.com/davis7/status/205071850... https://x.com/thdxr/status/2050719575... https://x.com/davis7/status/205076200... https://x.com/naval/status/2050560057... https://x.com/theo/status/19522293354... TIMESTAMPS 00:00 - Intro / studio return 00:52 - Azure $1M / Microsoft 11:22 - Cloud platform talk 18:08 - Coding agents / SDKs 29:06 - GPT-5.5 pricing debate 45:14 - OpenClaw workflows 01:12:37 - G Stack / G Brain 01:29:00 - Dynamic UI / wrap-up