I also cannot express how soft ball the setting was where this was admitted. It’s called “Cheeky Pint.” It’s set in a pub. They drink Guinness. It’s like getting killed by Paw Patrol

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Joined Jon Stewart on @weeklyshowpodcast.bsky.social to talk about the AI bubble, the massive credit risk of AI data centers, Anthropic's S-1, and how American retail investors are massively exposed to the unwinding of the AI trade. www.youtube.com/watch?v=3sDz...

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It’s almost as if - apologies for repeating myself for years - AI does not have financial returns commensurate with its costs and, indeed, actually makes the products worse.

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Looking at the details of Anthropic’s valuation and its upcoming IPO with @edzitron.com.

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This was on “Cheeky Pint,” where they have a drink in a bar built inside the Stripe Offices, and yes, I think sitting in a fake bar being interviewed by a billionaire makes them feel at ease and like they’re talking to “someone who gets it,” a recipe for disaster  bsky.app/profile/denn...

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