EPISODE · Sep 14, 2026 · 51 MIN
AI Asked to Slow Down + The $2 Trillion IPO Race, Mortgages Hit 7% & Build Your AI Agent Team | Ep. 34
from Funds on Fire · host Devin Robinson
Send us Fan Mail📍 CONNECT WITH DEVIN🏠 Foresight CRM: https://getforesightcrm.com🧠 Fractional CAIO: https://calendly.com/devinrobinson1/fractional-caio💼 LinkedIn: https://www.linkedin.com/in/devin-robinson-fund/(Formerly Funds on Fire. Same show, new name.)The people building the most powerful technology on earth just asked to slow down. A researcher quit Anthropic warning the labs are "gambling with our lives," its alignment lead said out loud there's no plan yet, and then Dario Amodei published an essay calling on the whole industry to pace itself. Within hours, Sam Altman and Elon Musk agreed.Meanwhile the money kept racing. OpenAI pushed its IPO to 2027, Anthropic's investors are eyeing what could be the biggest IPO in history, GPT-6 Astra shipped with the ability to use your computer, and Nvidia agreed to buy Hugging Face for about $13 billion. On the real estate side, the Fed looks set to hike this Wednesday, the 30-year mortgage touched 7%, and everybody wants to know if housing is about to crash.This is AI with REI: the week's biggest AI, real estate and capital stories, told by an operator who actually runs this stuff inside a wholesale company and a real estate fund. Every story ends with one thing to do this week. It all builds to Grokbot 101: how to stand up your own AI agent team without blowing through your credits in a day like I did.🎯 KEY TAKEAWAYS1. The labs building AI say they don't have a plan for the frontier yet. Put a human on anything your agents do that can't be undone: money, contracts, investor emails.2. If the biggest IPO in history lands in October, it lands on every wealth advisor's desk, competing for the same dollar your investors have. And if your business runs on these models, you're building on a public company's roadmap.3. Computer-use AI can finally click through county recorder sites with no API. List your three most annoying websites. Those are your first automation jobs.4. The Fed decides Wednesday with hike odds near 86%. Re-run your deals a quarter point higher before the announcement, not after.5. Nothing breaks at 7%. It just gets slow. Re-underwrite every live deal at 7.25% and don't plan on a refi.6. Housing isn't crashing. It's flattening, with 46 major metros seeing monthly price drops. Underwrite flat prices for five years and make your aggressive offers where prices are already slipping.7. ChatGPT names about six agents per city and cited the portals zero times. Check whether you show up. It takes four minutes.8. The SEC's private markets proposal is not a Reg D change. Start ten conversations this week with people you're not raising from yet.★ Grokbot 101: build a chief of staff agent first and let it staff the rest, give every agent one job and a loop, and own the workflow, not the vendor.⏱️ TIMESTAMPS00:00 The frontier hit the brakes, and I run 33 agents02:10 Same show, new name03:01 Sponsor: Foresight CRM04:27 What I'm Building: two AIs caught a third AI before I hit record07:53 The week the frontier hit the brakes13:17 OpenAI won't IPO. Anthropic's investors eye $2 trillion.16:21 GPT-6 Astra uses your computer19:27 The agent arms race22:51 The Fed decides Wednesday26:43 Seven percent29:12 Is housing about to crash?32:19 AI is in your power bill33:37 91% of agents are invisible to AI36:34 Funds on Fire: the SEC opens the door40:47 Sponsor: Fractional Chief AI Officer42:08 Grokbot 101: build your AI agent team47:57 Lightning round49:53 The shift51:16 Outro🤝 SPONSORSForesight CRM, the CRM hub for off-market work. AI that handles your seller and buyer texts, a pipeline from lead to contract, and dialer and foreclosure data in one place.Try it free for 30 days: getforesightcrm.com/aiwithrei with code AIWITHREIFractional Chief AI Officer. The chief AI seat without the headcount: AI strategy, a build plan, and weekly execution, for $2,500/mo instead of a $321K to $579K in-house AI team.Book a call: https://calendly.com/devinrobinson1/fractional-caio🔗 RESOURCES MENTIONED• Dario Amodei, "We Must Pace the Frontier": https://darioamodei.com/post/we-must-pace-the-frontier• Amodei calls for oversight, joined by Altman and Musk (Washington Post): https://www.washingtonpost.com/technology/2026/09/12/anthropic-ceo-dario-amodei-calls-ai-industry-slow-down/• Anthropic alignment lead warns as researcher quits (Forbes): https://www.forbes.com/sites/siladityaray/2026/09/09/anthropic-alignment-lead-warns-ai-could-kill-all-humans-as-researcher-quits/• Sam Altman says an OpenAI IPO now would be "ill-advised" (Fortune): https://fortune.com/2026/09/12/sam-altman-openai-ipo-delay-ill-advised-moment-safety-concerns/• Anthropic could seek a $2 trillion IPO valuation (PYMNTS): https://www.pymnts.com/news/artificial-intelligence/2026/anthropic-could-seek-2-trillion-valuation-in-record-ipo/• OpenAI launches GPT-6 Astra with computer use (Fortune): https://fortune.com/2026/09/03/openai-debuts-gpt-6-astra-computer-use-greg-brockman-says-start-of-agi/• NVIDIA to acquire Hugging Face: https://blogs.nvidia.com/blog/nvidia-to-acquire-hugging-face/• Grok Bot for Enterprise: https://x.ai/news/grok-bot-for-enterprise• OpenAI's data agent in ChatGPT Work (Unite.AI): https://www.unite.ai/openai-introduces-data-agent-in-chatgpt-work-to-analyze-company-data/• 30-year mortgage tops 7% (CNBC): https://www.cnbc.com/2026/09/10/30-year-fixed-mortgage-rate-crosses.html• Mortgage rates Friday, Sept 11 (NerdWallet): https://www.nerdwallet.com/mortgages/news/mortgage-rates-today-friday-september-11-2026• US home price insights, September 2026 (Cotality): https://www.cotality.com/insights/articles/us-home-price-insights-september-2026• Data centers and PCE inflation (Dallas Fed): https://www.dallasfed.org/research/economics/2026/0305-kay-datacenters• What AI reads before it recommends an agent (RealEstateNews): https://www.realestatenews.com/2026/09/02/what-ai-reads-before-it-recommends-a-real-estate-agent• ChatGPT names just 6 agents per city (Omni Eclipse): https://omnieclipse.ai/blog/real-estate-ai-search-report-2026• SEC preps plan to widen access to private markets (Bloomberg): https://www.bloomberg.com/news/articles/2026-09-01/sec-preps-plan-to-widen-investor-access-to-private-markets• Most AI-altered listings go undisclosed (HousingWire): https://www.housingwire.com/articles/most-ai-altered-listings-go-undisclosed-california-law-bans-it/• Harry Stebbings-backed proptech Ostrich shuts (Tech.eu): https://tech.eu/2026/09/09/harry-stebbings-backed-proptech-ostrich-shutsNothing in this episode is investment, legal, or tax advice.Get the Free Capital Raising CourseGet Fund Flow OsJoin the Free Capital Raising CommunityApply to the Founder's CircleFollow me on instagramConnect with me on Linkedin
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Send us Fan Mail 📍 CONNECT WITH DEVIN 🏠 Foresight CRM: https://getforesightcrm.com 🧠 Fractional CAIO: https://calendly.com/devinrobinson1/fractional-caio 💼 LinkedIn: https://www.linkedin.com/in/devin-robinson-fund/ (Formerly Funds on Fire. Same show, new name.) The people building the most powerful technology on earth just asked to slow down. A researcher quit Anthropic warning the labs are "gambling with our lives," its alignment lead said out loud there's no plan yet, and then Dario Amodei...
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AI Asked to Slow Down + The $2 Trillion IPO Race, Mortgages Hit 7% & Build Your AI Agent Team | Ep. 34
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