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OpenAI vs Anthropic vs Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning
1:25:01
20VC with Harry Stebbings 20VC with Harry Stebbings

OpenAI vs Anthropic vs Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning

Matan Grinberg argues AI will drive tremendous GDP growth as companies learn to allocate tokens and talent toward core business outcomes rather than intermediate metrics. The landscape is shifting toward smaller elite teams, intelligent model routing between open-source and frontier options, and ruthless focus on build vs. buy decisions as value accrual becomes time-dependent across the AI stack.

14 days ago · 10 points
AI in the AM — Week 2 Highlights (June 2026)
1:44:28
Cognitive Revolution Cognitive Revolution

AI in the AM — Week 2 Highlights (June 2026)

Anthropic's Fable launch revealed a model with aggressive safety guardrails that falls back to weaker models when facing production systems or ML research, yet demonstrates unprecedented autonomous agency in building complex 3D worlds and recursively training specialist models, while explicitly lacking novel research capabilities.

14 days ago · 9 points
Should You Invest In SpaceX IPO, Elon Musk, Bitcoin or AI?
54:48
The Pomp Podcast The Pomp Podcast

Should You Invest In SpaceX IPO, Elon Musk, Bitcoin or AI?

Jordy Visser argues that while SpaceX offers a compelling mix of current hyperscaler revenue and orbital data center optionality, the smarter investment play lies in scarce physical commodities like silver and copper, which represent the true bottlenecks to AI infrastructure expansion that spreadsheets and narrative-driven investors are currently ignoring.

14 days ago · 10 points
SpaceX Makes History With Biggest-Ever IPO | Bloomberg Tech 6/12/2026
53:13
Bloomberg Technology Bloomberg Technology

SpaceX Makes History With Biggest-Ever IPO | Bloomberg Tech 6/12/2026

SpaceX debuted on public markets with shares indicated to open at $155-$162, implying a $2 trillion valuation that ranks among the world's largest companies immediately. The IPO marks a strategic pivot from rocket reusability to AI infrastructure, with xAI's cloud deals potentially dominating revenue alongside Starlink's growth.

15 days ago · 10 points
Siri is good now?? | The Vergecast
1:37:41
The Verge The Verge

Siri is good now?? | The Vergecast

After years of dysfunction, Apple has rebuilt Siri from the ground up with a working on-device content index and Gemini-powered natural language processing, potentially making the built-in assistant good enough to disrupt the entire consumer AI app market.

15 days ago · 9 points
Joe Rogan Experience #2514 - Cameron Hanes
2:53:47
Joe Rogan Experience Joe Rogan Experience

Joe Rogan Experience #2514 - Cameron Hanes

Joe Rogan and Cameron Hanes discuss lightning safety, alligator encounters in Florida, and various outdoor adventures while sharing stories about dangerous wildlife encounters and survival situations.

15 days ago · 9 points