Episode Details

Anthropic eyes a staggering $2 trillion IPO valuation despite massive losses and existential warnings, while the rest of the S&P 500 struggles to find any real AI ROI. From SpaceX’s $40 billion compute gamble to OpenAI’s claims of solving fundamental laws of physics, we dive into the widening gap between AI hype and hard reality. Topics covered: Anthropic, Nvidia Vera Rubin, DeepSeek, GPT-5.5 Cyber, Exponential Time Hypothesis, Shepherd, Manifold Agent Incident Ledger, Codex Ultrafast, GPT-6.1 Terra, Astra