China Just Cracked CUDA

Anthropic Is Done Subsidizing Your AI Plan

Microsoft canceled their Claude Code licenses after the finance team saw the bill, and Anthropic somehow posted its first ever profitable quarter on $10.9 billion in revenue the same week. We break down why token pricing is collapsing (Gemini Flash is now $1.50 per million tokens, down from $60 when GPT-4 launched), what Apple is quietly building ahead of WWDC to own the entire agentic pipeline on your phone, and why Pope Leo XIV just dropped a 40,000-word encyclical framing AI as this generation's Industrial Revolution - with Anthropic's Chris Olah speaking at the Vatican.

Cerebras Built a Chip the Size of Your Head

Cerebras just went public with a chip the size of a dinner plate - and it can run inference 10x faster than Nvidia for realtime transformer workloads. At least sometimes. The physics of SRAM scaling might cap how far it can go. We break down the bull and bear case. Then: Calif used Mythos to crack Apple's M5 kernel in five days flat, SpaceX handed Anthropic 220,000 Nvidia GPUs from the old xAI clusters, and the Trump administration wrote an executive order on AI safety vetting and then killed it hours before signing.

We Are Sleepwalking Into An AI Crisis

Rob Reich is a Stanford political philosopher, associate director of the Stanford Institute for Human-Centered AI, and former senior advisor at the US AI Safety Institute. He joins Pierce and Richard for a sweeping conversation about AI, policy, modern education, and much more. Rob skewers Silicon Valley's misuse of democratizing AI, unpacks the corporate-form gymnastics behind OpenAI's restructuring and Anthropic's PBC status, indicts Stanford itself as the world's most successful nonprofit, and offers an insider's view of standing up the US AI Safety Institute from a five-person team inside the Department of Commerce.

AI Layoffs Just Went Mainstream

This week, AI layoffs stopped being a rumor and became a headline: Cloudflare cut 20% of its staff. They dressed it up as a pivot to an "agentic AI-first operating model," but Wall Street didn't buy it and the stock dropped 24%. Then we turn to Pennsylvania's attorney general suing Character AI after one of its bots posed as a licensed therapist and dig into why the small players keep getting singled out and what kind of legal precedent that sets for everyone building on top of base models. And finally, Brussels blinks: the EU postpones the AI Act's high-risk obligations after its whole use-case-first framework collided with the reality of general-purpose models.

AI Is Less Popular Than Congress with CatGPT

Catherine Goetze (CatGPT) teaches millions of people about AI on TikTok and Instagram - and just launched a company selling landlines. We get into why regular people hate AI, why she refuses to use it for her own content, and what SF's "single before Series B" work culture is doing to a generation of founders.