CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer
Did the AI bubble just pop? Ben Horowitz joins Jason, Chamath and Sacks to assess CoreWeave’s debt risk, AI financing and Anthropic’s outlook. They debate software’s Jevons paradox, open-source and small models, self-replicating AI warnings, and why power, land and compute may be the ultimate moat.
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