CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer
(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
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Referenced in the show:
https://x.com/chamath/status/2110128893680378299
https://www.google.com/finance/quote/CRWV:NASDAQ
https://finance.yahoo.com/tech....nology/article/yikes
https://247wallst.com/investin....g/2026/10/14/corewea
https://polymarket.com/event/c....oreweave-announces-b
https://x.com/FearedBuck/statu....s/210944389395556769
https://polymarket.com/event/ipos-before-2027
https://www.bloomberg.com/news..../articles/2026-10-14
https://www.anthropic.com/rese....arch/self-replicatin
https://www.anthropic.com/news..../detecting-and-preve
https://x.com/DavidSacks/status/2109849209742450696
https://www.anthropic.com/rese....arch/distillation-de
https://x.com/brian_armstrong/....status/2109412046244
