Anthropic S-1 Shocker, Greatest Business Ever? Google’s $500B Wipeout, Midterm Predictions (opens youtube.com)
The All-In hosts break down Anthropic's S-1 and Google's $500B one-day market-cap loss.
What Happens When Everyone Can Build Software (opens youtube.com)
Supabase co-founder Paul Copplestone on the Lightcone; the company has 13 million users and over 50 million databases.
Cracks are emerging in the AI spending boom (opens techcrunch.com)
Big Tech is pouring billions into AI infrastructure, but mounting debt, negative cash flow, and growing investor skepticism are raising questions about the sustainability of the AI spending boom.
New Founder Archetypes in the AI Age (opens a16z.news)
What types of founders will thrive in the new cycle
The hidden threat in Anthropic’s prospectus: diseconomies of scale (opens siliconangle.com)
Anthropic's prospectus lists 88 risk factors over 93 pages; this analysis argues the hidden one is diseconomies of scale.
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