Anthropic’s IPO in Question, Midterms Hit AI, Nasdaq Drops 5%, and RSI Accelerates | #309
Salim Ismail hosts Dave Blundin and Alex Wissner-Gross, with Peter Diamandis away. They discuss how Democratic midterm wins and data center backlash hit AI stocks, and whether recursive self-improvement keeps AI progress going anyway.
The gist
-
Salim cites 56% voter opposition to big tech and data centers, and Alex says towns should trade data center approvals for perks like free school lunches.
-
Dave says the Nasdaq's 5.5% and Nvidia's 9.3% drops were partly priced in weeks earlier, and sees Canada's power supply as a big opportunity.
-
A METR study found Anthropic's AI development running about 1.9 times its historical rate, and Alex predicts continuous model releases by early 2027.
-
A new paper found the smaller Gemma 4 31B model delivered 2.5 times more economic value per joule, while GLM 5.2 averaged about $70 per task.
-
Alex recommends the yearly fall night sky festival at Acadia National Park as a way to see what he calls the baby Dyson swarm of satellites.
"For those in the audience who don't live in an area with a properly dark night sky, I highly recommend the experience. If you live on the east coast and you haven't been to Acadia National Park, which has some of the darkest skies in the eastern half of the United States, they..."
▶ Play at 1:36:19What they recommend · 1 pick
"For those in the audience who don't live in an area with a properly dark night sky, I highly recommend the experience. If you live on the east coast and you haven't been to Acad..."
Peter, Salim, Dave and Joe agree on 13 things
See what they all use, in their own words. Paid ads are left out.
See what they all swear by Or pick your own peopleAlso mentioned
Ads in this episode
Abundance Summit, Link Ventures, Fountain Life. They're paid, so we keep them out of the picks above.
See what Peter recommends without being paid →Related episodes
Episodes covering similar topics
More from Peter Diamandis