All the crap you never needed

August 14 2026 Gavin Baker joins the show for Chamath and Friedberg, Sacks back Rahm Emanuel interview debrief Anthropic targeting $2T IPO People guessing it will IPO in October They might buy Decart Elon agreed that Anthropic/Dario didn’t set off his evil detector Which is good coz he cut SBF short when they spoke (~5:40m) Their revenue is growing like crazy even if on the margins OpenAI, Open Source, Grok might be hoping they’re grabbing more share $2T might even be conservative Have been growing ARR 10x YoY for last 3 years Anthropic is very bullish internally - their vision is: there is Anthropic and there are governments Data Centers are a big business - atoms is harder than bits - watch Landman to get an idea of how hard it is Data Center FUD is very strong - because someone made a mistake by a 100000x water usage mistake in a book 3 years ago WSJ just had a story on how Data Center in a small town helped everyone out - better schools, more taxes, better revenues...

August 12 2026 (from Gemini) Rahm Emanuel – Former White House Chief of Staff, Mayor of Chicago, and U.S. Ambassador to Japan Governing Philosophy: Clinton, Obama, and Progressive Delivery : Progressive policies cannot succeed if the public believes the government is incapable of basic administrative execution. Bill Clinton transformed modern political communication by integrating policy, politics, and press into a coherent narrative that made change non-threatening, while Barack Obama steered the nation through a near-depression into massive job growth and shifted America's strategic posture globally. Emanuel argues that the harshest attacks against both administrations ironically come from the far left despite their record peacetime prosperity and job expansion. Superpower Dysfunction & The "Summit of Disruption" : Ahead of high-stakes diplomatic talks, Emanuel diagnoses that both global superpowers are exporting their domestic failures rather than high-value g...

August 7 2026 Brad Gerstner joins the show, swaps with Chamath Google AI Brain Drain Demis Hassabis is now Chair of DeepMind Jeff Dean, Sanjay Ghemawat and 2 others left to start their own company Stock dropped and market cap wipeout as a result This might be a signal from Google that ROIC in model development might not be the way to go but maybe model compute, etc Compute is High Alpha, Low Beta but Model Development is (could be) High Alpha but also High Beta Seems market for frontier intelligence has become a duopoly (they can charge a premium) which is 1 market - and there seems to be another market for secondary quality intelligence - so market is bifurcated The return on intelligence is very high so when you’re in a competitive situation you will pay for the premium model - the cheaper models are like Android, sure they work but everyone still prefers to buy iPhones SpaceX earnings report Stock down Impressive earnings Compute business is doing well Starlink seem...

 August 5 2026 Dino Mavrookas & Vibhav "Vib" Altekar – Co-Founders of Saronic First-Ever Autonomous Combat Rescue in the Strait of Hormuz : Saronic’s 24-foot autonomous surface vessel, the Corsair , achieved a historic military milestone by rescuing two downed American pilots in the contested waters of the Strait of Hormuz during a conflict with Iran. Mavrookas, an 11-year Navy SEAL veteran (including five years at SEAL Team Six), emphasized that this proved autonomous maritime craft can execute the highest-stakes recovery missions in hot zones without putting additional search-and-rescue personnel at risk. The 230-to-1 Shipbuilding Imbalance : The U.S. currently produces roughly 100,000 gross tons of shipping annually, while China produces 23 million gross tons—outbuilding the U.S. by a 230-to-1 margin. China controlled only 5% of global shipbuilding capacity 30 years ago but now commands 57%, heavily subsidized across labor, materials, and infrastructure. Consequen...

July 31 2026 Chip stocks crash and Situational Awareness Margin Call Had to sell his entire public portfolio - bought by Citadel/Ken Griffin Trading on leverage very dangerous South Korea also there was something similar happening Does it seem like it revealed anything about the fundamentals? TBD Leverage is the only way smart people go broke - Buffett/Munger 1 of them said it Leopold Aschenbrenner has made a good bull case for the AI boom China impressive manufacturing They might have their own EUV machines and don’t need ASML They are also building memory chips They are building amazing nuclear reactors - latest one has 580 ft magnet Fusion reactor - but this needs only saltwater Will the whole world be covered by solar by the time this reactor comes online? America energy situation even more dire - will be 6 CAs short of energy Go long electrons Frontier Labs write letter “Slow Down AI” “Pacing the Frontier” They want to slow down how fast AI can improve its...

July 29 2026 (from Gemini) Dr. Péter Fankhauser – Co-founder and CEO of ANYbotics Four-Legged Form Factor & Harsh Environments : Four-legged "dog-like" robots excel in complex industrial spaces because four legs provide superior balance, dexterity, wide footholds, and stability over slippery floors, stairs, snow, and rain compared to bipedal humanoids. ANYbotics focuses on data collection and routine inspection across critical infrastructure rather than simple human labor replacement. Superhuman Industrial Inspection & ROI : Equipped with thermal cameras, acoustic sensors, microphones, and gas detectors, the robots perceive anomalies invisible to humans, such as micro gas leaks and overheating equipment. The primary financial return comes from eliminating facility downtime, which can cost hundreds of thousands of dollars per hour, justifying high-end onboard GPUs and sensors. Edge Autonomy vs. Cloud Processing : Real-time operations like obstacle avoidance and ima...