Topic
Anthropic
World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal
The episode opens with a long argument about welfare, learned helplessness, and whether redistribution erodes agency before shifting to SpaceX’s blockbuster IPO and the meaning of trillionaire-scale paper wealth. The back half digs into Anthropic’s Fable/Mythos controversy, model access controls, and a debated Iran peace MoU that the hosts frame as a major de-escalation with nuclear and market implications.
(Preview) The Anthropic Saga Continues, Fox and the Future of Streaming, Q&A on ChatGPT, Agentic Shopping, Autonomous Driving
Ben Thompson and Andrew Sharp open with a World Cup hydration-break riff before diving into Anthropic’s export-control fight and what it says about AI security, trust, and government oversight. The rest of the preview ranges from Fox’s Roku deal and ChatGPT competition to agentic shopping, AI-generated vulnerability discovery, and whether autonomous driving can scale beyond today’s constraints.
![Artwork for Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]](https://megaphone.imgix.net/podcasts/638034f8-63bb-11f1-8c95-6396d39926c0/image/bf350c0e87fc4d280ef1c0572526d26d.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]
Alex Sacerdote argues that AI is creating a new technology stack, with Anthropic emerging as his highest-conviction private investment because leading models, enterprise distribution, and coding use cases are starting to compound. He also lays out Whale Rock’s broader S-curve framework for investing in tech, then applies it to AI infrastructure, software disruption, and how his firm uses AI in research.