AI Winners Beyond NVIDIA - Anthropic’s Opus 4.8 Is Out! - A Zero Employee Startup Raises $30m!

This week, Dan and Mads dig into the AI infrastructure boom spreading beyond GPUs, Europe's sovereignty contradictions, the era of the zero-employee unicorn, and a Pope weighing in on AI.00:00 — The week's headlines and some chit chat.01:15 — Ferrari's Luce, SpaceX Starship postponement, Gary Lineker's VC firm, Kirkland & Ellis builds its own AI stack. 07:00 — The new Dealroom report: London reclaims top spot from Paris. 08:30 — AI infrastructure beyond GPUs. Micron and SK Hynix cross $1T as the 40-year DRAM cycle breaks. 13:40 — How much AI capex is enough? Pascal's wager and the hyperscaler bet. 16:00 — Snowflake's CoCo pops 37%, Salesforce stumbles on the seat-based model. The applications-layer thesis in action. 19:30 — S&P 500 rule changes: SpaceX, OpenAI and Anthropic's IPO clock accelerates.24:20 — Claude Opus 4.8 lands. Anthropic eclipses OpenAI as the most valuable frontier lab. 27:00 — European sovereignty in action. Dutch state blocks Kyndryl on CLOUD Act risk; ASML can't expand Eindhoven over nitrogen rules; €1.1T of European industry pushes back. 34:00 — The AI-only company era. Polsia raises $30m at $250m with zero employees and a 2.1 Trustpilot. Spell it backwards. 36:30 — AI-washing. Standard Chartered's "lower-value human capital", 7,800 cuts, and the real story behind the UK NEET crisis. 42:00 — The Pope's AI encyclical. 135 years after Rerum Novarum, Anthropic's Chris Olah stands at the Vatican. 47:00 — Predictions: which AI unicorn collapses first? 48:45 — Deal of the Week: Cognition's $1bn raise (Mads) and Eddy Grid's profitable Dutch energytech.51:30 — Week ahead: CrowdStrike and Quantinuum earnings. 53:00 — Mads turns 21 (again)