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Aug 2025
1h 50m

AI Insiders Breakdown the GPT-5 Update &...

PHD Ventures
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Oct 28
Anthropic’s $2T IPO, Elon Predicts Neocloud Death, and China’s Kimi Catches Up | #306
The mates sit down with Emad Mostaque to discuss the latest developments in AI, from Anthropic’s rapidly growing revenue and potential $2 trillion IPO valuation to Elon Musk’s prediction that neocloud providers are headed for extinction. They also explore CoreWeave’s 30% stock de ... Show More
2h 17m
Oct 23
SpaceX’s AI Business Up 830%, OpenAI Agents Lie, and Startup Turns Mercury Into Gold | EP #305
The mates sit down to discuss SpaceX’s expanding ambitions in artificial intelligence, including Elon Musk’s reported $100 billion AI bet and speculation surrounding a potential SpaceX-Tesla merger. They also explore Anthropic’s Claude Duet, concerns over AI agents engaging in de ... Show More
2h 24m
Oct 21
Chamath: AGI Is Here, Anthropic’s $100B Giveaway, Elon’s SpaceX Shares for 72M Kids | EP #304
The mates sit down with Chamath Palihapitiya to discuss why AGI may already be here, the massive compute shortage limiting AI adoption, Chamath’s 6GW power bet, Anthropic’s $100 billion giveaway, the future of Bitcoin, and how robotics and Elon Musk’s vision for a post-money econ ... Show More
2h 2m
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