Episode 387: Meta's Cloud Pivot, Anthropic's Guardrails, and the Great AI Infrastructure Reckoning

Meta launches a cloud business to monetize spare AI capacity, triggering a semiconductor selloff that signals potential oversupply in the AI infrastructure boom. Anthropic brings Fable 5 back with stricter guardrails and government pre-release access—a watershed moment for frontier AI deployment. Meanwhile, Trump rejects USMCA renewal, SpaceX demos an AI phone, OpenAI proposes a 5% government equity stake, and BYD overtakes Tesla in EV sales. We also cover Ukraine's escalating drone campaign into Russia, Coinbase's new stablecoin partnership, and what it all means for the future of capital allocation in AI. Hosted on Acast. See acast.com/privacy for more information.