SpaceX's $2T IPO, Karpathy Joins Anthropic & the SaaSpocalypse — ft. Dr Dan | EP14

SpaceX filed the biggest IPO in history. Andrej Karpathy left OpenAI for Anthropic. And the AI coding wars got brutal: Cursor vs Codex vs Claude Code, the SaaSpocalypse, plus a full Ozempic breakdown.Episode 14 with guest Dr Dan (ex-Google, now a master vibe coder building OmniHarness.dev). Rik, Ben and Dan go deep on the $1.75 trillion SpaceX IPO and the plan to acquire Cursor, why Karpathy joining Anthropic flipped the script, whether B2B SaaS is already a one-click clone, and the real economics behind every AI coding subscription. Then a full breakdown of retatrutide, semaglutide and the peptide wave: why Ozempic is $20 from China and $400 everywhere else.Nothing here is financial or medical advice.CHAPTERS00:00 Cold open + who's on the show (Dr Dan, ex-Google)02:50 SpaceX files the biggest IPO in history ($1.75T)05:00 Data centers in space & Elon's master narrative09:45 SpaceX wants Cursor: does Cursor have a moat?14:00 Codex built an app in 7 hours while he slept17:00 He fired 18 people & cloned a $34k SaaS from a call19:00 Does Google copy your app? (Theo)20:00 OpenAI's $2M-per-YC-startup playbook25:30 Memory is the real AI lock-in27:30 Karpathy joins Anthropic: is it "all hype"?31:00 You don't need frontier models (and the subsidy game)38:30 Meta layoffs & the fast-fashion software era40:00 The SaaSpocalypse: every company becomes a software company43:30 The counter: mom-and-pops won't vibe code48:00 Inside China: a "side hustle" is a 40-person factory51:30 Retatrutide & the Pokémon evolution of Ozempic1:00:30 Why Ozempic is $20 from China (the loophole)1:02:00 Are peptides just placebo? + the washing-machine take1:05:30 OutroHOSTSRik — x.com/rikventureBen Broch — x.com/brochchainGuest: Dr Dan — OmniHarness.devWatch on YouTube: https://www.youtube.com/@godmodepodNewsletter: https://godmodepod.substack.com/New episodes every Saturday.