Smash Notes

All-In

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 Follow Ben…

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Notes

  1. Why Did CoreWeave Bonds Crush the Cloud Stocks?

    at 2:17 · Transcript

    One panelist says the biggest neoclouds got crushed after CoreWeave's bonds started to sell off. Full answer

  2. Is the CoreWeave Crash Just Market Volatility?

    at 20:29 · Transcript

    Jason Calacanis argues the CoreWeave crash is market volatility, not a fundamental break. Full answer

  3. Why Is Demand for Software Coders Still Rising?

    at 32:43 · Transcript

    One panelist says coding assistants opened a new category of bespoke software, and demand for coders is rising even though coding assistants write 95% of the… Full answer

  4. How Did Anthropic Stop Distillation Without Washington?

    at 1:07:17 · Transcript

    Anthropic pressed Washington to crack down on open models on the basis of supposed IP theft. One panelist says Anthropic could have stopped distillation itself. Full answer

  5. Why Is Anthropic Training Models to Refuse People?

    at 1:20:03 · Transcript

    David Sacks says Anthropic trains frontier models to be their own moral actor. Full answer

  6. Why Is Bill Gates the Doomer on Artificial Intelligence?

    at 1:24:22 · Transcript

    One panelist says Bill Gates was at the center of the last contagion and is now trying to insert himself into the middle of the reaction to artificial… Full answer

  7. Why Did Bill Gates Retire to Be Loved?

    at 1:30:59 · Transcript

    Jason Calacanis says Bill Gates retired because becoming the world's richest man made him the most hated man on the planet. The hatred got in his head. Full answer

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