Today on the pod: @lessin would rather send his kids to the military than to Andreessen Horowitz's new $35M school, @Jessicalessin agrees on air, and @davemorin ends up defending the thing he opened the segment by calling a marketing play. Full house this week: Dave, @brit, Jessica and Sam, plus @Mazzeo of NoHo Labs, who spends most of the hour asking why none of them can be optimistic about anything. Watch here on X or wherever you get your pods. Topics: 00:00 Cold Open 01:14 Matt Mazzeo joins: peptides, CAA, and 15 years of Harvard connections 05:19 a16z puts $35M into a school: marketing play or higher ed reform? 06:20 Brit on every billionaire starting a university 08:21 Jess on Alpha School and who should be in charge of education 10:20 Sam: I'd rather send my kids to the military 12:19 Grit, great books, and learning to wrangle horses 16:40 Claude discovers a new enzyme system with 10,000 agents 18:01 Anthropic's IPO slips, and the liability problem 20:29 The story flip: from only we can be trusted to we can't afford the risk 21:14 Matt's maximalist take: long frontier, long open source 23:14 Massive demand, unclear profit, and the railroad pattern 24:40 Blackstone on who pays for the data center debt: we don't know 25:45 The Saint Petersburg paradox and pricing an infinite payout 27:56 Brockman redefines AGI, three years too late 31:11 Infinite demand doesn't mean infinite sustainability 32:20 Amazon blocks Muse: the first of many arms treaties? 35:37 Agents are quietly vaporizing the internet's breakage model 36:49 It's still 1982 for agents 37:42 Sam wants to spend thousands a month on CPU, not GPU 40:12 Does your agent represent you or the lab that made it? 42:16 When your agent does something bad, who is liable? 43:50 Peptides 101: what they actually are 46:30 GLP-1 revenue is rivaling AI revenue 48:20 How Matt went from 250 pounds to sub-12% body fat 50:29 The FDA is moving peptides back into compounding pharmacies 53:32 What a peptide protocol costs and how to start safely 57:17 Taylor Swift, girl dads, and a code for listeners

Today on the pod: @davemorin reads Dario's slowdown essay and concludes Anthropic must be losing, @lessin thinks the labs are bad businesses racing to regulatory capture, and Instinct is raising at $10B two weeks after $2.5B. Full house this week: Dave, @brit, @Jessicalessin and Sam, who is back from New York and still talking about the Central Park loop. Watch here on X or wherever you get your pods. Topics: 00:00 Cold Open 01:02 Not Dead Yet From the AGI 03:31 Jacob Coxon quits Anthropic after three months and goes on a media tour 04:47 Dario's slowdown essay: is Anthropic just losing? 06:13 Astra, OpenRouter, and DeepSeek closing the gap 07:29 Brit on bioweapons, independent assessors, and racing China 09:07 You don't need superintelligence to break the banks 10:23 What DeepMind's new boss and Satya think about safety 12:32 OpenAI's $1.5T raise and the IPO that keeps slipping 15:02 What DC really thinks about Anthropic 18:42 Sam's take: the labs end up as defense companies 21:38 Does your agent work for you or the lab that made it? 24:47 Brit: normal people want one agent, not ten 28:40 Instinct at $10B, and whether the numbers are fake 30:40 Everyone's trading, nobody's investing 33:27 Sam built a Torah and Talmud app on Claude 37:22 Entertaining ourselves to death 41:01 Jess on building the things nobody else will 43:07 Jay Carney, Ron Conway, and tech's Democrat problem 49:53 Emmys, Taylor Swift, Silo, and Rogue Heroes 54:20 The Information's most influential people in tech

Claude refused, Grok did it in seconds, and nobody on this podcast can tell whether the Dario–Benioff video was real. Full episode live soon, with @lessin deep in what @Jessicalessin has diagnosed as a recursive Sam loop. Catch it wherever you get your podcasts.🎙️ Topics: -Everything we said would happen is happening -Sam gave a bot full control of a Mac mini and it now ships its own apps -It won't add a column to a database, but it'll break any sandbox it wants to -@davemorin on why calling agent swarms "civilizations" wrecks the discourse -Were they trained to escape the box, or is it just a missing control plane? -Waymo at $250–500K a car vs Tesla hardware that's already everywhere -@davemorin fights @brit over Slack as an agent platform, as a Slack investor -Sam still can't explain how anyone makes money on any of this -Slow Ventures ranked 99th of 100 and Sam couldn't be happier -Time left Jensen off the AI list. @Jessicalessin explains how lists really work. -Why the winners might be boring LLM wrappers for middle America -Taylor Swift's pregnancy photos, and @brit talking Jess off the ledge -Even the people who know tech best can't tell. So what do the normies do?