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EPISODE · May 12, 2026 · 9 MIN

Valuations, Capacity, and Agent Work

from Podkey Slopcast

A lot of this week comes down to the same tension: markets are pricing unlimited scale, while the actual bottlenecks look very physical, very human, and very expensive. So the useful question isn't who's winning the narrative. It's which claims still make sense once you account for capacity, incentives, and basic execution risk.Anthropic valuationCerebrus IPOTSMC capacity limitsHome micro data centersCodex live browser contextAgent orchestration and markupThis podcast was created with Podkey. Make your own at https://podkey.fm

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Valuations, Capacity, and Agent Work

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This episode is 9 minutes long.

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This episode was published on May 12, 2026.

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A lot of this week comes down to the same tension: markets are pricing unlimited scale, while the actual bottlenecks look very physical, very human, and very expensive. So the useful question isn't who's winning the narrative. It's which claims...

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