I just found this podcast and agree with this commenter
Man this podcast is criminally underrated. Love the unadulterated straight shooting. Keep it up gents! — @howtoactuallyinvest
No politics or virtue signaling!
One interesting take was in the Anthropic vs OpenAI battle. One way to frame why Anthropic is rolling and OpenAI is reeling (relatively) is that consumers won’t pay for intelligence like enterprises will. When you’re at home you want netflix; when you’re at work you want intelligence. It could be that Anthropic’s decision to go after enterprise rather than consumer was literally a trillion dollar decision!