OpenAI
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OpenAI’s Leaked 2025 Financials: $34 Billion in Spending, a $38.5 Billion Net Loss, and a $17 Billion Microsoft Bill Ahead of Its IPO
OpenAI’s audited 2025 financials leaked this week, and they are the clearest picture yet of what it actually costs to run the company behind ChatGPT. Independent journalist Ed…
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US Government Orders Anthropic to Suspend Claude Fable 5 and Mythos 5: Inside the Export Control Directive, the Jailbreak Dispute, and What It Means for Frontier AI
On June 12, 2026, Anthropic published a statement announcing that the US government, citing national security authorities, has issued an export control directive forcing the company to suspend…
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Inside Anthropic, the $965 Billion AI Juggernaut: Dario and Daniela Amodei on Claude, Claude Code, and the AI Arms Race
In this episode of The Circuit, Bloomberg goes inside Anthropic, the AI lab that started as an underdog and is now valued at nearly a trillion dollars. The…
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Whale Rock Capital Founder Alex Sacerdote on S-Curve Investing, Why Anthropic Is His Highest Conviction Bet, and the Decommoditization of AI Hardware
Alex Sacerdote built Whale Rock Capital into one of the most respected technology hedge funds in the world by treating markets through a single disciplined lens: the technology…
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Thomas Laffont of Coatue on the $4 Trillion AI IPO Wave: SpaceX, Anthropic, OpenAI, and Why the New Unicorn Economy Is Healthier
Thomas Laffont, co-founder of the $55 billion hedge fund Coatue Management, made his All-In Podcast premiere with a data-dense walk through what he calls a once-in-a-generation moment for…
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Bill Ackman on Investment Strategy, What the Market Is Missing, and How AI Breaks Businesses
Bill Ackman, founder and CEO of Pershing Square, joined the All-In Podcast for a conversation about how his investment approach has shifted toward permanent, long-term ownership, why he…
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Benedict Evans on Why AI Is Stuck in 1997: The Task vs the Job, Commodity Models, and Why the Jobs Apocalypse Is Overhyped
Benedict Evans, the former Andreessen Horowitz partner and independent analyst behind the annual “AI Eating the World” presentation, sat down with Lenny’s Podcast for what the host calls…
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Vibe Coding Hardware: Naval, Guillermo Rauch, Blake Scholl, and Max Hodak on AI-Designed Jet Engines, Vertical Integration, China’s Open-Source Bet, and Why Humans Become Verifiers
This is part two of Naval Ravikant’s conversation with frontier founders Guillermo Rauch of Vercel, Blake Scholl of Boom Supersonic, and Max Hodak of Science. Where the first…
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Raoul Pal: Why the Crypto Bull Run Is Just Starting, the AI Economic Singularity, and Why You Should Never Sell Bitcoin
Macro investor and Real Vision co-founder Raoul Pal returned to the When Shift Happens podcast for episode 173 to argue that the recent crypto drawdown is a nasty…
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Dan Shipper’s Most Contrarian AI Predictions for 2026: Why the Job Apocalypse Is a Myth, SaaS Will Boom, PMs and Designers Win, and CLIs Are Already Over
Dan Shipper, the CEO and founder of Every, returned to Lenny’s Podcast for round two of AI predictions. His last appearance produced one of the most prescient calls…
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Marc Andreessen on Joe Rogan #2501, AGI Has Already Arrived, California’s Wealth Tax Will Bankrupt Founders, and Why America Cannot Build Anything Anymore
Marc Andreessen returns to The Joe Rogan Experience #2501 for a sprawling three hour conversation that tries to make sense of the moment we are actually living through.…
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Gavin Baker on Orbital Compute, TSMC, Frontier AI Models, Anthropic’s Vertical Take Off, and the Coming Wafer Shortage
Gavin Baker, founder and CIO of Atreides Management, returns to Patrick O’Shaughnessy’s Invest Like the Best for his sixth appearance. He calls the current AI moment the most…