Clawd Maxxing, ChatGPT Ads Breakdown, China's Top General Accused of Treason | George Kurtz, Joseph Lubin, Kurt Terrani, Christian Keil, Lan Xuezhao, Victor Riparbelli

The hosts dissect the implications of ClaudeBot, a new AI assistant, comparing it to the early days of GPT-3 and Napster due to its technical hurdles and potential. They predict limited consumer adoption despite its appeal to developers, citing security risks and the need for business deals between major tech companies. The conversation shifts to Alex Honnold's live skyscraper climb on Netflix, questioning whether the event was overly sanitized for drama. They analyze OpenAI's 4% transaction fee for Shopify merchants using ChatGPT, debating its value proposition and potential impact on customer acquisition costs. The hosts also explore Nvidia's $2 billion investment in CoreWeave, discussing the circular nature of AI deals and the continued demand for inference.