POD UP! 🚨

Ben Horowitz (@bhorowitz) fills in for @friedberg!

-- CoreWeave's Tanks After Debt Selloff: Did the AI Trade Just Crack? $CRWV

-- AI Deflation and the Future of Software

-- Anthropic IPO: Red Flags, Valuation, How Much to Raise?

-- Psyop Corner with Sacks

-- Bill Gates the Doomer: What’s Behind His AI Warnings?

(0:00) Ben Horowitz fills in for Friedberg!

(2:18) CoreWeave's debt selloff: did the AI bubble just pop?

(31:14) AI's deflationary impact: decompiled software

(45:44) Anthropic's investor day gets mixed reactions

(1:03:45) Psyop Corner: Anthropic warns about self-replicating models on IoT devices

(1:22:19) Understanding Bill Gates the Doomer