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CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer

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CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer

Why it matters

The episode considers whether CoreWeave's debt selloff signals an AI bubble, discusses AI's deflationary impact through decompiled software, and covers mixed reactions to Anthropic's investor day. It also includes Anthropic's warning about self-replicating models on IoT devices.

Discuss: How should Anthropic's warning about self-replicating models on IoT devices change the way people weigh AI's potential benefits against deployment risks?

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Watch: https://www.youtube.com/watch?v=_b3LfMflIGs

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