Anthropic Wants to Slow AI Down & Instinct Wants a $10B Valuation. Is It Because They're Losing? Is Dario Amodei Actually Right?
Finally, a full house week where Sam is back from New York and the squad is back for a full dive into this week’s AI drama. Anthropic's Dario wrote a long essay calling for the AI race to slow down, weeks before a multi-trillion dollar IPO. Dave's read: Anthropic must be losing. Sam's read: the lab…
Claude Is Doing Science, a16z Is Starting a University & the AI Bubble Keeps Growing and Still Be a Terrible Business; We'd Rather Send Our Kids to the Military Than to a16z's School
Andreessen Horowitz puts $35 million into a new school and the pod nearly falls apart over it. Sam says he'd rather send his kids to the military, Jess is all for fixing higher ed but not with two venture capitalists writing the curriculum, and guest Matt Mazzeo (NoHo Labs founder, former CAA agent…
Meta Muse vs Instinct vs OpenAI Dots: Do AI Agents Have Any Moat?
Anthropic's S-1 leaked and the numbers are not what the narrative promised: revenue flatlining as token prices drop, and SaaS investors posting memes welcoming Anthropic to the no-growth table. Jess still puts it at 60% they get out in November, which looks optimistic in a week when Oura pulled its…
649: Sam Lessin - Type 2 Fun, Voluntary Hardship, Joy as a Competitive Advantage, Long-Term Thinking, & Life Lessons From Dad (Lessin's Less
Go to www.LearningLeader.com for full show notes This is brought to you by Insight Global. If you need to hire 1 person, hire a team of people, or transform your business through Talent or Technical Services, Insight Global's team of 30,000 people around the world have the hustle and grit to delive…
Agentic Commerce Hits a Wall: Hilton, Amazon and the Bot Blocking Fight
Meta and Microsoft, two of Anthropic's biggest enterprise customers, have roughly halved their Claude usage, and both are running their own models instead. Dave's diagnosis is the one nobody else is making: Claude was over-tuned for parasocial relationships, people got into something unhealthy with…
SEO Strategy: Why 'Versus' Pages Are Your Secret Weapon
Why versus pages are your secret SEO weapon. Noah Kagan shipped 19 SEO pages from a $20 Mac app and got six sales in three days, and Eric breaks down the two page types every product needs: versus pages and best-for guides. Neil adds two fixes, getting other sites to publish them and comparing the …
The Death of the Web Is Inevitable
Jess went full send on Muse and reports that about 70% of the use cases she was excited about have stopped working, because the internet is fighting back: Good Eggs now wants her to check out in the app, her kid's school portal refuses the login, and JP Morgan and Amazon are blocking agents outrigh…
We asked 3 VCs: would you invest in Elizabeth Holmes’ next startup? | E2353
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The Real Reason Elon Wants SpaceX and Tesla to Merge Now
Elon tells investors on an earnings call that SpaceX and Tesla should merge, and Sam has a theory he says nobody else has floated: there's an enormous SpaceX lockup cliff coming in the spring, and folding Tesla's retail shareholders into the denominator makes all that supply far easier to absorb. D…
AI Killing Engineering Jobs Is “the Biggest Load of BS”
A year ago VCs were telling Parker Conrad that software engineering was months away from mass unemployment. His update: salaries are higher, the market is tighter, and a great engineer is worth more today than ever. The Rippling CEO joins Sam and Jess (no Morins this week) to argue that the only mo…
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