SCOUT· 61%1h 34m·2026-10-17·TechnologyCoreWeave 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)…
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“17:09 Ben explains why holding bandwidth at $1500 a mb in 99, and the cost of bandwidth fell to $50 a megabit in 01. Hence, he says, as an entrepreneur, that was not going to be sustainable. Well, it turns out the cost of tokens as a unit o…”
“You all are in Lala land if you think you can convert the current inorganic demand paid by investment and debt into organic demand paid by real consumers and enterprises rapidly enough to avoid the mother of all crashes. This is the fundame…”
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