Fri. 06/06 – IPO’s Back On The Menu?

Fri. 06/06 – IPO’s Back On The Menu?

Circle had such a successful IPO, I’m wondering if IPO’s might finally be back on the menu. Turns out Anthropic cut off Windsurf for the most obvious reason. Maybe Manus really is stoking a new gold rush, at least in China. And in the Weekend Longreads Suggestions, the most consequential weather forecast of all time. Sponsors: Tonal.com Links: Stablecoin issuer Circle soars 168% in NYSE debut after pricing IPO above expected range (CNBC) Anthropic co-founder on cutting access to Windsurf: ‘It would be odd for us to sell Claude to OpenAI’ (TechCrunch) Anysphere, Hailed as Fastest Growing Startup Ever, Raises $900 Million (Bloomberg) Manus has kick-started an AI agent boom in China (MIT Technology Review) Weekend Longreads Suggestions: Runway CEO Cris Valenzuela wants Hollywood to embrace AI video (The Verge) The Man Whose Weather Forecast Saved the World (NYTimes) Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2319)

The New King Of All Media

The New King Of All Media

Sources say the US government is investigating Binance around Iranian sanction evasion. Meta is helping authorities worldwide crack down on scammers. YouTube literally now is, officially, the biggest ...

11 Mar 20min

Meta Plumps For Bot Social Networks

Meta Plumps For Bot Social Networks

Meta moves for the social network for AI bots. Code Review for Claude Code seems to be like another revolution for the software development industry. Yan LeCun raises the biggest European seed round o...

10 Mar 21min

Claude 365

Claude 365

Anthropic is fighting the government in court. Microsoft is turning to Anthropic to get agentic in all its productivity products. A big new hyperscaler startup has raised a monster round. And could th...

9 Mar 21min

Silicon Valley Circling The Wagons Around Anthropic?

Silicon Valley Circling The Wagons Around Anthropic?

Dario might need some message discipline as Anthropic is officially designated a risk by the US government. GPT-5.4 is here. Oracle is considering laying off a ton of people and Softbank is considerin...

6 Mar 22min

Dr. ChatGPT Isn’t Quite There Yet

Dr. ChatGPT Isn’t Quite There Yet

Is the long war between Google and Epic Games finally over? OpenAI wants you to know its revenue numbers are also stellar. Maybe ChatGPT isn’t so great at medical advice. Maybe the chip shortage isn’t...

5 Mar 19min

The MacBook Neo

The MacBook Neo

Apple unveils its Chromebook sort of competitor, the MacBook Neo. Anthropic might be the fastest growing startup in history. Polymarket will no longer let you bet on thermonuclear war. Sony will no lo...

4 Mar 20min

Anyone Want To Give Me A Betting Market Tip?

Anyone Want To Give Me A Betting Market Tip?

Apple continues its week of product refreshes, now with MacBooks, now with new M5 Pro and M5 Max chips. People continue to get rich frontrunning news on the betting markets. And Sam Altman says, no, s...

3 Mar 20min

The Week Of Apple Updates (Corrected)

The Week Of Apple Updates (Corrected)

Apparently, it’s going to be a week of Apple updates and it kicks off with the iPhone 17e and an M4 iPad Air. AWS service is struggling in the Middle East. An important ruling in terms of AI copyright...

2 Mar 20min

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