October 16 2026 Ben Horowitz joins the show #1 VC by AUM apparently AllIn was #1 podcast last week AI Bubble Pop? Coreweave bond sell off Stock tank Chamath, Elon join the chorus Interest rates on treasuries going up seems to be impacting them - rate they have to pay seems higher They have high revenue concentration - 75% of revenue comes from 3 customers Is this volatility or a bubble? Sacks says former OpenAI and Anthropic threaten every single company in the world AI has a deflationary impact Decompilation? We are short on power generation - this might hit everything Need to own land and power Startups will be hurt because of this Might want to pay attention to payback period Maybe does Coreweave cancel their contracts, pay the penalty and move to spot pricing? NEED TO GET LONG ENERGY Anthropic investor day numbers got a mixed reaction Might go public this year Q3 revenue ~$16.8B FCF+ Clearly great company Is it better to raise more money at lowe...
October 9 2026 Jason in Japan Claude religion All kinds of religious leaders invited to Anthropic headquarters One of the leaders suggested Anthropic might be guilty of slavery if Claude was conscious and being made to work for free This seems like a new religion/belief system Saying AI is conscious is a new belief system - not based on evidence/data or provable - just ask people to believe it New belief systems create new power structures - our view is different from your view and we want more people on our side and create systems that are advantageous to us Seems Anthropic folks really believe there’s a God in the AI Seems Anthropic’s alignment failures are by design almost - they are creating Claude as a human vs a tool/AI Mustafa Suleyman clip is on point - his reading of Claude’s constitution/instructions from Anthropic Clearly folks inside and out of Anthropic believe its a crime by humans to enslave a species smarter than themselves Why are they over complicating ...