CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer

(0:00) Ben Horowitz fills in for Friedberg!
(2:18) CoreWeave's debt selloff: did the AI bubble just pop?
(31:14) AI's deflationary impact: decompiled software
(45:44) Anthropic's investor day gets mixed reactions
(1:03:45) Psyop Corner: Anthropic warns about self-replicating models on IoT devices
(1:22:19) Understanding Bill Gates the Doomer
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Referenced in the show:
x.com/chamath/status/2110128893680378299
google.com/finance/quote/CRWV:NASDAQ
finance.yahoo.com/technology/article/yikes-cor…
247wallst.com/investing/2026/10/14/coreweave-f…
polymarket.com/event/coreweave-announces-bankr…
x.com/FearedBuck/status/2109443893955567694
polymarket.com/event/ipos-before-2027
bloomberg.com/news/articles/2026-10-14/anthrop…
anthropic.com/research/self-replicating-ai
anthropic.com/news/detecting-and-preventing-di…
x.com/DavidSacks/status/2109849209742450696
anthropic.com/research/distillation-defenses
x.com/brian_armstrong/status/2109412046244913643