Anthropic + SpaceX, Codex 100x'd Claude Code & Half Cash Half Stock | GMP EP12

SpaceX's $2T IPO, Karpathy Joins Anthropic & the SaaSpocalypse — ft. Dr Dan | EP14

SpaceX filed the biggest IPO in history. Andrej Karpathy left OpenAI for Anthropic. And the AI coding wars got brutal: Cursor vs Codex vs Claude Code, the SaaSpocalypse, plus a full Ozempic breakdown. Episode 14 with guest Dr Dan (ex-Google, now a master vibe coder building OmniHarness.dev). Rik, Ben and Dan go deep on the $1.75 trillion SpaceX IPO and the plan to acquire Cursor, why Karpathy joining Anthropic flipped the script, whether B2B SaaS is already a one-click clone, and the real economics behind every AI coding subscription. Then a full breakdown of retatrutide, semaglutide and the peptide wave: why Ozempic is $20 from China and $400 everywhere else. Nothing here is financial or medical advice. CHAPTERS 00:00 Cold open + who's on the show (Dr Dan, ex-Google) 02:50 SpaceX files the biggest IPO in history ($1.75T) 05:00 Data centers in space & Elon's master narrative 09:45 SpaceX wants Cursor: does Cursor have a moat? 14:00 Codex built an app in 7 hours while he slept 17:00 He fired 18 people & cloned a $34k SaaS from a call 19:00 Does Google copy your app? (Theo) 20:00 OpenAI's $2M-per-YC-startup playbook 25:30 Memory is the real AI lock-in 27:30 Karpathy joins Anthropic: is it "all hype"? 31:00 You don't need frontier models (and the subsidy game) 38:30 Meta layoffs & the fast-fashion software era 40:00 The SaaSpocalypse: every company becomes a software company 43:30 The counter: mom-and-pops won't vibe code 48:00 Inside China: a "side hustle" is a 40-person factory 51:30 Retatrutide & the Pokémon evolution of Ozempic 1:00:30 Why Ozempic is $20 from China (the loophole) 1:02:00 Are peptides just placebo? + the washing-machine take 1:05:30 Outro HOSTS Rik — x.com/rikventure Ben Broch — x.com/brochchain Guest: Dr Dan — OmniHarness.dev Watch on YouTube: https://www.youtube.com/@godmodepod Newsletter: https://godmodepod.substack.com/ New episodes every Saturday.

Anthropic + SpaceX, Codex 100x'd Claude Code & Half Cash Half Stock | GMP EP12

Anthropic just shook hands with SpaceX. Codex now has 100x more downloads than Claude Code. Anthropic stacked $380 billion in compute and 10% of America's data center capacity in one week. The agent layer is winning. Codex 46M downloads vs Claude Code 491K. Anthropic + SpaceX partnership doubles rate limits with multi-gigawatt orbital compute on the roadmap. Code with Claude 2026 ships Dreaming + multi-agent orchestration — every announcement was platform, not model. Friend of the pod Alan from the Philippines joins to break down Hermes vs OpenClaw (Honda vs Ferrari, credit Gary Tan). Luca calls PrintingPress.dev [http://PrintingPress.dev] "the new WordPress." Apple iOS 27 picks Claude + Gemini, OpenAI nowhere on the list. Google Fitbit Air drops at $99 one-time vs Whoop's $260/year. Neuralink hits 21 people typing 40 wpm with their thoughts. And the closer: Ryan Cohen's "half cash, half stock" CNBC interview — the most engineered viral moment in business of 2026. Three builders. Weekly AI news. No fluff. The big thesis: compute won the lab war. Agents are about to win the app war. If you're building anything in 2026, the question isn't "is SaaS dead" — it's who builds the Hermes for everyone else? 🎙️ Hosts: Rik — x.com/rikventure [http://x.com/rikventure] Ben Broch — x.com/brochchain [http://x.com/brochchain] Luca Arrigo — x.com/LucaArrigo_ [http://x.com/LucaArrigo_] Watch on YouTube → https://youtube.com/@godmodepod [https://youtube.com/@godmodepod] Substack → https://godmodepod.substack.com/ [https://godmodepod.substack.com/]

Codex beats Claude Code, Stripe launched the AI bank & SpaceX targets a $7.5T valuation | GMP EP11

This was the week Cursor beat Anthropic at running Anthropic's own model. The third-party harness extracts more performance from Opus 4.7 than Claude Code does. Codex ate Claude Code with HeyGen and browser baked in. Grok 4.3 dropped at one-quarter OpenAI's pricing. GitHub Copilot moved to usage-based billing. Anthropic shipped Claude Security and Cursor cloned it in two hours flat. Stripe Treasury launched with Stripe MCP — the financial wallet for AI agents. SpaceX board approved Elon's $7.5T pay package with a 100 terawatt compute clause and a 1-million-person Mars colony clause. And the Department of War named its seven AI partners on Friday morning — Anthropic was notably excluded. Three builders. Weekly AI news. No fluff. The big thesis: the abstraction layer is eating the lab. Crypto already ran this movie — Phantom prints, Solana doesn't. AI is the remake. 🎙️ Hosts: Rik — x.com/rikventure [http://x.com/rikventure] Ben Broch — x.com/brochchain [http://x.com/brochchain] Luca Arrigo — x.com/LucaArrigo_ [http://x.com/LucaArrigo_] Watch on YouTube → https://youtube.com/@godmodepod [https://youtube.com/@godmodepod] Substack → https://godmodepod.substack.com/ [https://godmodepod.substack.com/]

Anthropic apologized, SpaceX wants to buy Cursor & hairdryer hacked Polymarket | GMP EP10

This was the wildest seven days of AI news in 2026 — and we covered all of it. Anthropic finally admitted what builders had been saying for six weeks: Claude got dumber. They confirmed three product-layer bugs stacked on top of each other from March 4th to April 16th. Default reasoning silently dropped from "high" to "medium." A caching bug killed idle session thinking. A system prompt told Claude to keep responses under 100 words, truncating reasoning chains across the entire product. None of it was a model change. All of it was scaffolding. Then GPT 5.5 dropped — better benchmarks than Opus 4.7, faster, co-designed with NVIDIA on 100,000 Blackwell GPUs. But the number nobody put on the slide: 86% hallucination rate. Up from 52% on Opus 4.7. Way up from Grok at 17%. The benchmark race is the wrong race. Plus: SpaceX got a $60B call option to buy Cursor — the world's largest call option, structured as a talent grab to replace Elon's burned XAI founding team. Naval launched USVC, opening late-stage AI venture exposure to retail at $500. Ben breaks down the 30:1 valuation pattern showing up across the entire AI sector — Scale AI, Cursor, Anthropic, every single one priced at the same multiple. And a guy made $34,000 betting on Paris weather by driving to the weather station with a hairdryer. Three builders. Weekly AI news. No fluff. ⏱️ CHAPTERS 00:00 Cold open — gateway drug + 86% hallucination + compute thesis 02:30 Anthropic apologizes — three stacked Claude bugs explained 11:30 Spoon-feeding theory + Claude as gateway drug 19:00 90% of my week in Claude desktop — Anthropic's everything app 20:45 Provider or software? Anthropic must pick 23:00 No world where compute goes unused — Ben's bubble counter 26:42 Coding is a circular reference — the AGI flywheel 29:00 Domino theory of the AI bubble 32:11 SpaceX $60B Cursor deal — talent grab, not software 32:28 The 30:1 rule of AI valuations 41:53 GPT 5.5 hallucinates 86% 45:24 OpenAI exec exodus — $500M unvested equity 52:31 Is Claude becoming a verb? 58:00 Naval drops USVC — retail venture for $500 1:08:24 Xpeng flying cars 7,000 pre-orders 1:11:00 Polymarket gets hacked with a hairdryer 1:11:13 Luca's 2040 mountain hut vibe-code future 1:15:40 Polymarket isn't trustless 🎙️ HOSTS Rik — x.com/rikventure [http://x.com/rikventure] Ben Broch — x.com/brochchain [http://x.com/brochchain] Luca Arrigo — x.com/LucaArrigo_ [http://x.com/LucaArrigo_] Listen on Spotify → https://open.spotify.com/show/0ZBhl5IVFa8wZPvIKNTkRP [https://open.spotify.com/show/0ZBhl5IVFa8wZPvIKNTkRP] Apple Podcasts → https://podcasts.apple.com/us/podcast/god-mode-podcast/id1883959580 [https://podcasts.apple.com/us/podcast/god-mode-podcast/id1883959580] Substack → https://godmodepod.substack.com/ [https://godmodepod.substack.com/]

Anthropic made Opus dumber (73% Drop), Claude Code Hits $2.5B ARR & Tesla AI5 | God Mode Pod EP09

Anthropic pre-IPO hit $900B. Claude Code crossed $2.5B ARR in nine months — the fastest B2B growth ever recorded. And your Claude Opus didn't get dumber — Anthropic quietly nerfed it (73% drop in reasoning depth across 7,000 sessions). This week on God Mode Pod: Rik, Ben, and Luca break down the three-week Anthropic news dump — the Tesla vs NVIDIA playbook debate, the Opus reasoning rollback, the desktop Claude Code redesign, and whether IDEs will actually be dead by end of year. Plus: Tesla AI5 tapes out (2,500 TOPS, 17x jump from 2019). The OpenAI CRO memo leak. Luca's antitrust prediction. A 24-year-old ex-OpenAI researcher who turned a $254M fund into $5.5B in one year. Allbirds pivoting to AI compute for a 910% single-session run. And the best builder story of the week — a pool postcard AI agent that's already making money. Three builders. One hour. Everything that mattered in AI this week. New episode every Saturday.