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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
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