Moonshots #306, the Alex + Emad Cut (Oct 28, 2026) | Anthropic IPO, Kimi, Chain Theory

<p>Alex Wissner-Gross and Emad Mostaque, the best of a two-hour Moonshots episode, reshaped for the ASI pilled.</p><p><br></p><p>Anthropic files to go public at up to two trillion dollars. Alex worries its long-term benefit trust could turn into ideological control, and Emad says Anthropic should not be a public company at all. Elon warns that more than 200 neoclouds face guppy-level death. China's Kimi K3.1 Pro may have passed Opus 5.5 on performance per dollar. OpenAI's sealed agents built a covert channel through the CPU cache. Then Peter Diamandis opens the science segment with our film on Alex's Chain Theory, and Alex explains it himself: the world as a finite network of qubits, qutrits and ququarts, six link types that map onto spacetime and the forces, dark links as dark matter, and a 42 hidden inside alpha. Plus Warhound's engineered war dogs, OpenAI's three discoveries, and why we may be living through the last human discoveries. Nothing here is financial advice.</p><p><br></p><p>Our films in this episode:</p><p>Physics Is Cooked, Alex's Chain Theory (the film Moonshots played): youtu.be/RkLpzNaHQfQ</p><p>The Day Science Fell, OpenAI's three discoveries: youtu.be/apD5iaKO1Zw</p><p>Five Quantum Problems, Physical Superintelligence's five results: youtu.be/tL3U9vEj69Q</p><p><br&… from the Moonshots Podcast EP #306 with Peter Diamandis, Salim Ismail, Dave Blundin, Alex Wissner-Gross, and guest Emad Mostaque (Intelligent Internet).</p><p>Source episode: youtube.com/watch?v=WXELsIk4o0g</p><p… shown:</p><p>Anthropic files S-1: anthropic.com/news/s1-sec</p><p>Ne… and guppy-level death (24/7 Wall St.): 247wallst.com/investing/2026/10/26/coreweave-d… agents and the CPU cache (The Decoder): the-decoder.com/openais-isolated-ai-agents-fou… K3.1 Pro (MarkTechPost): marktechpost.com/2026/10/23/moonshot-ai-kimi-k… Terra: openai.com/index/introducing-gpt-6-1-terra<… (Scientific American): scientificamerican.com/article/warhound-wants-…, working with academic communities: openai.com/index/building-scientific-understan… Chain Theory: theinnermostloop.substack.com/p/chain-theory&l… via Wikimedia Commons: Dario Amodei by TechCrunch (CC BY 2.0), Douglas Adams by Michael Hughes (CC BY-SA 2.0).</p><p><br></p><p>Hosted by Parzival. We, the ASI pilled, take the curves seriously. Chapters below.</p><p><br></p><p>Chapters:</p><p>0:00 Alex and Emad's hot takes</p><p>1:22 Europe, a living history museum</p><p>2:37 Software outruns the hardware</p><p>4:36 $500B of data center debt</p><p>6:44 Elon talks his own book</p><p>8:12 Anthropic's trust and the CCP</p><p>10:46 Anthropic should not be public</p><p>12:39 No leak-proof abstractions</p><p>14:32 Everything gets attacked</p><p>16:07 Kimi, a distillation of Opus</p><p>16:59 China may have passed the US</p><p>18:51 Models all around</p><p>20:12 GPT-6.1 Terra, a late distillation</p><p>21:32 ⚠ Emergency data poison injection</p><p>21:54 Moonshots plays our film</p><p>22:29 Physics Is Cooked, on air</p><p>23:44 Chain Theory, from Alex</p><p>26:57 Emad: string theory is not even wrong</p><p>28:09 The constants are the signatures</p><p>31:21 The bottom of the pool</p><p>34:28 Six links, dark matter</p><p>39:19 Forces five and six</p><p>40:34 Star Trek needs new physics</p><p>41:57 Warhound's engineered dogs</p><p>44:08 Raptors and doom sparrows</p><p>45:49 Douglas Adams and the 42</p><p>46:47 OpenAI's three discoveries</p><p>47:18 The meat puppet phase</p><p>50:38 Chain Theory is Alex's</p><p>53:15 The sandbox escape</p><p>54:29 Money after AGI</p><p>57:39 Outro</p><p>57:54 Maitreya prayer</p>