IM 894: Ghosting Meta Muse - Will Cloud Spending Sink AI's Biggest Players?

Is the AI gold rush running on shaky ground? Get the inside story on Anthropic's blockbuster IPO, massive compute bets, and why some insiders think the industry's economics just don't add up.

• Anthropic's IPO S-1 Spells Out a Future of Promise and Peril
• DeepMind unveils Genie 4 world model promising more realistic physics and humans
• (Marissa Meyer) Maybe We All Need an A.I. Wife
• Whoops: Meta's Muse Share Links Disclosed All Sorts Of Super-Sensitive User Data
• Everybody is freaking out over the NYTimes adding AI to the Cooking app
• Wikipedia but only for things a half hour walk away from you
• Rest of World faces prospect of shutting down
• "WSJ: The Bull Case for AI Armageddon
• For investors mulling the Anthropic share offering, a 10% chance of extinction may be a 90% win for your portfolio"

Hosts: Jeff Jarvis and Paris Martineau

Co-Host: Jason Hiner

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