164: Misanthropic Alliances and the AI Fog

We unpack the complex new web of alliances and rivalries in the tech world, starting with Elon Musk’s surprising move to lease SpaceX's massive Colossus supercluster to Anthropic—a company he recently criticized—just as former OpenAI CTO Mira Murati delivers damning testimony in Musk's ongoing lawsuit against Sam Altman. We also explore the psychological impact of the "AI fog," a new economic and social concept detailing how the technology's trajectory is breaking our ability to make long-term life, financial, and career plans. On the research frontier, we look at Google DeepMind’s fascinating decision to use the cutthroat, 23-year-old virtual society of EVE Online as its ultimate testbed for agentic behavior. Finally, we cover a massive state-backed push to value China's DeepSeek at $50 billion, Claude's new "dreaming" feature for self-improving agents, and Google’s quiet strategy to bypass traditional consulting by licensing Gemini directly to massive private equity firms.