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

Congrats to the @hubble_network team on your Series C! 🛰️

Congrats to @firecrawl on its $75M Series B + the launch of Alexandria! Models need the right source material and Alexandria gives AI agents the ability to find it from data providers, specialized indexes & the live web. firecrawl.dev/alexandria

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

Have been looking forward to this one: Dave Morin on the Solo Founders Podcast. @davemorin was early at Facebook where he worked closely with Mark Zuckerberg on Facebook's developer platforms. Now he’s working with some of the top solo founders at Offline Ventures like Ben from Polsia and also chairs the OpenClaw foundation. 07:58 YouTube can be your co-founder 08:57 "I'm a producer, not an investor" 16:19 What Jony Ive told him when Steve Jobs died 18:50 The first twelve hours with @openclaw 34:15 "Am I crazy?" three months before @polsia 45:48 The 10,000-dinners test 53:32 The worst way solo founders fail 55:18 Just start

Today on the pod: @davemorin got his hands on the iPhone Duo, Meta's Muse agent barely knows you, and OpenAI's Astra is the first AI model in a while that felt scary. Dave, @brit, and @Jessicalessin are on the mics for this one (@lessin is busy being a ball boy at the US Open). Watch here on X or wherever you get your pods. Topics: 6:07 iPhone Duo hands-on: $2,000, and why Apple is going foldable now 13:12 The Apple Watch that listens all day, and what it means for Granola 16:59 Meta's Muse agent knew almost nothing when asked "what do you know about me?" 22:26 Why Google still hasn't shipped its agent 23:31 Trust vs. distribution in the agent wars 25:02 Harness wars: agents are still in 1982 27:13 Jeffrey Katzenberg's Hollywood AI venture 29:35 An AI doom media tour weeks before Anthropic's IPO: real warning or regulatory capture? 33:43 Why OpenAI's Astra felt scary to Dave 36:49 Why the labs can't slow down, and OpenAI's AGI merge clause 45:02 Venmo's "Lucas" billboards went viral on almost no budget 47:41 US Open picks and the 4am match problem

Meta is paying $17B over child safety, parents are officially outgunned by the algorithm, and Tim Cook's real legacy might be a chip. New episode is live with @lessin, @brit, @Jessicalessin and @davemorin. Watch here or listen wherever you get your podcasts. Topics: -6:45 Meta's $17B child safety settlement -9:48 Should social media be illegal for kids? -16:10 Is YouTube worse than Instagram? -25:24 Are parents completely outgunned? -30:04 Is the settlement just policy theater? -32:31 Could AI finally make parental controls useful? -42:23 Tim Cook's Apple farewell -46:17 Was the Tim Cook era just… boring? -50:21 Apple Silicon was Cook's masterstroke -56:19 Long or short Apple?

Meta is paying $17B over child safety, parents are officially outgunned by the algorithm, and Tim Cook's real legacy might be a chip. Full quad tomorrow, 8am ET / 5am PT with @lessin poolside and @Jessicalessin in her agentic era. Catch it wherever you get your podcasts.🎙️ Topics: -Meta's $17B child safety settlement -Should social media be illegal for kids? @brit posits. -Should every platform play by the same rules? -Is YouTube worse than Instagram? @davemorin says yes. -Are parents completely outgunned? -Is the settlement mostly policy theater? -Could AI finally make parental controls useful? -Tim Cook's Apple farewell -Was the Tim Cook era just… boring? -Apple Silicon might have been Cook's masterstroke -Long or short Apple?

I let my AI run my fundraise. A month later: $30M raised. aisloP episode 5 “The Raise” tells the story of how I did it. Watch the full episode on YouTube: piped.video/@bencera-aislop

Stripe bought a router for billions, OpenAI is losing enterprise to Anthropic, and the data center backlash isn't really about data centers. Full quad today. Catch it wherever you get your podcasts. Topics: -5:00 Stripe buys OpenRouter, critical infrastructure or expensive middleman? -11:00 The agentic commerce bet and why Google may already have it won -22:00 Anthropic vs. OpenAI is a company question, not a model question -30:00 OpenAI's "greatest fundraising story in history" -33:30 Is AI a great investment or just a great trade? -37:30 Grok makes it a three-player race -41:00 AI makes software increasingly disposable -47:30 "The backlash is that AI sucks" -48:30 Did we build trillions in infrastructure before finding the use cases? -53:30 Josh Kushner, Thrive and the Lakers

Recapping the week in tech, media and capital: Google loses SO MUCH talent, Airtable sells to Bending Spoons, OpenAI's creator summit backlash, and much more. Full pod now on X (and wherever you get your podcasts). Timestamps: 2:08 @lessin's Boston Whaler Beach Studio 3:13 @davemorin Herds Cattle in Montana 5:31 Google's AI Big Shakeup 8:57 Great Researchers Don't Always Make Great CEOs 10:48 Recursive Self-Improvement & the AI Talent Wars 19:41 Airtable Sells to Bending Spoons 25:33 Not Every SaaS Company Is Dead 27:50 The Constellation Software Playbook 30:05 The Next Big Write Downs Are AI Labs 31:59 Apple vs. OpenAI, Courtesy of iCloud 35:20 OpenAI's Creator Summit Backlash 40:53 Why People Still Hate AI 43:39 AI Slop and the Content Problem 45:11 SpaceX's Lockup and Number Big 48:00 @nikitabier Leaves X (and will be missed) 50:22 @Jessicalessin's Posting Dilemma 53:40 Next Week on More or Less

Should you set boundaries for your kids when you’re still working on your own? Yes. Yes you should.

Jeff Dean is out at Google after 27 years, Airtable sold to Bending Spoons, and Sam thinks the AI labs are looking a lot like yesterday's SaaS companies. Full quad tomorrow, 8am ET / 5am PT. Sam recording from the beach with a broken bilge pump, Dave calling in after a Montana cattle drive. Catch it wherever you get your podcasts. Topics: -Google's AI shakeup and who becomes the next CEO -When a great research leader is the wrong leader -Airtable sells to Bending Spoons, and the Constellation Software playbook -The "split landing" and the SaaS-pocalypse -Whether the AI labs are next in line for write-downs -Apple v. OpenAI and the iCloud problem -OpenAI's creator summit backfires -Why the masses still hate AI -Sam's bot builds his kid a game to kill the ads -SpaceX after the IPO, Nikita Bier leaves X

Our hearts go out to everyone affected by the devastating wildfires in southern Europe. Thank you to the first responders, and to everyone still in harm's way, please stay safe. Apple will be donating to relief efforts on the ground.

time to answer some questions: 1. why raise? being a founder is a lonely journey. we could’ve stayed 100% bootstrapped (revenue’s there), but we wanted partners who'd help us level up. having people like @brit (@offlineventures), @stavan (creative lead, @fdotinc) and @danshipper (founder, @every) with us is a blessing. 2. what’s the plan? - first more productions dropping over the next days (buzzer ep.2 next week) - then a big announcement. - then an even bigger one. stay tuned. 3. are we hiring? yes. operations + creatives. ping me at adil@siliconmania.tv 4. what about sponsors? we'll keep welcoming amazing sponsors on the next productions. and big thanks to all those who joined since day 1: @compai, @convex, @ElevenLabs, @Macroscope, @prodialabs and many more... any more questions? 🎙️

We've just raised a very very small pre-seed round ($325k) from very very big amazing people ❤️ One goal: craft the future of entertainment in tech. We started with The Recap, The Magazine, Tech Original Games, The Night Show, The Buzzer, and we won't stop until we make the most magical experiences out there. Led by @offlineventures & @fdotinc, alongside many incredible angels (@rauchg, @danshipper, @sahin, @sashakaletsky, @sathaxe, @rushaanchess, and many more...) Tech culture is one of the most extraordinary things ever, covered in the most ordinary way ever. Time to make tech fun, again.

Zuckerberg says AI is for everyone, his rivals are begging Washington to slow it down, and Lilian Weng went from a mental-health essay to OpenAI. Recorded partially from @davemorin's parked Tesla during a rainstorm while @lessin dials in from the beach. Full quad tomorrow at 8am ET / 5am PT. Catch it wherever you get your podcasts, even if it's in a car during the rain. 🌧️ Topics: -Meta's ad campaign rejects the doomers -Zuckerberg's optimism blitz actually lands -1,000+ frontier researchers ask Washington to slow AI down -Anthropic runs on spite for OpenAI -China cracks DUV, ASML takes the hit -The compute debate Gavin Baker started -X is the tech town square now -Lilian Weng quits Thinking Machines for OpenAI -Sam's bot read 4GB of his dad's journals -Silicon Valley's Oppenheimer complex

Ben Broca launched a company last December that offers AI tools to entrepreneurs. He’s already added 10,000 paying customers and is on track to bring in $10 million in revenue this year. One thing he hasn’t added: any other employees. on.wsj.com/4yINIAR