Anthropic Hits $380B Valuation, Become Unsloppable, WSJ Mansion Section | Martin Shkreli, Connor Hayes, Alex Bouzari, Brett Adcock | TBPN

The co-hosted podcast explores the concept of "unsloppable" companies—those with durable moats that can withstand the rise of AI coding agents. They discuss how traditional moats like proprietary technology are no longer sufficient, emphasizing network effects, economies of scale, and brand trust as more resilient defenses. The hosts analyze the historic software stock crash sparked by AI threats, referencing warnings from Goldman Sachs about a newspaper-like decline. They consider examples like Nielsen, Uber, and IP holders like Disney as potentially "unsloppable." The conversation also covers the Anthropic funding round, the increasing trend of high-net-worth individuals investing in personal security, and a viral kick.com boxing match. The hosts interview Martin Shkreli about venture capital investments and the potential of AI agents.

Outlines

Part 1: AI Business Models and Market Moats

Part 2: Industry Trends and Cultural Shifts

Part 3: Security and High-Stakes Investing

Part 4: Frontier Tech and AI Implementation

Part 5: Social Platforms and Content Strategy

Part 6: Infrastructure and Enterprise AI

Part 7: Robotics and Future Outlook

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Anthropic Hits $380B Valuation, Become Unsloppable, WSJ Mansion Section | Martin Shkreli, Connor Hayes, Alex Bouzari, Brett Adcock

TBPN

Part 1: AI Business Models and Market Moats

Anthropic's $30B Raise and the "Unsloppable" Business Model in the Age of AI

Software Stock Crash and the Importance of Unslappable Moats

Nielsen's Data Network and the Clankerfication of the Economy

Predicting the Next Market Shift and the Unclankerable Company

Part 2: Industry Trends and Cultural Shifts

Upcoming Guests, Clavicular's Boxing Match, and the New York Times Profile

Anthropic's $30 Billion Series G Funding and Market Reactions

VC Strategies, Monopoly Concerns, and the AI Horse Race

Fed Rate Cut Probabilities and George Hotz's LinkedIn Post on AI's Impact

Part 3: Security and High-Stakes Investing

Securing Mega Mansions and the Rise of Privatized Security

Security Measures, Kevin Hart's Security Startup, and Martin Shkreli's Return

Martin Shkreli on VC Investments, FTX, and the Power of Data

Part 4: Frontier Tech and AI Implementation

Frontier Tech Sell-Off, Photonic Computing, and the Importance of Sales

Training Spend as a Moat and the Slow Adoption of AI in Finance

AI's Impact on Quant Funds, the Importance of Discipline, and NeoLabs

Part 5: Social Platforms and Content Strategy

Threads Head Connor Hayes on the Meta Vanguards and Cultural Relevance

Threads' Audition Process and Integration with Instagram and Facebook

Threads Collabs, Creator Payouts, and the Value of an Audience

Niche Communities on Threads and the Dear Algo Feature

Part 6: Infrastructure and Enterprise AI

DDN's Alex Bouzari on Solving Data Problems for AI Implementation

AI Adoption in Financial Services, Life Sciences, and Sovereign AI

The SaaSpocalypse and the Need for Visionary Leadership

Chip Bottlenecks, Energy Bottlenecks, and the Importance of Cost Reduction

Elon Musk's Data Center and China's Progress in Data Center Construction

Part 7: Robotics and Future Outlook

Figure's Brett Adcock on Humanoid Robots and the Importance of Dexterity

Data Bottlenecks, Neural Nets, and the Reward Function for Humanoid Robots

China's Progress in Humanoid Robotics and the Importance of a General-Purpose Robot

AI Girlfriends, Deprecated Models, and Valentine's Day Recommendations

Anthropic Hits $380B Valuation, Become Unsloppable, WSJ Mansion Section | Martin Shkreli, Connor Hayes, Alex Bouzari, Brett Adcock

TBPN

Part 1: AI Business Models and Market Moats

00:00Anthropic's $30B Raise and the "Unsloppable" Business Model in the Age of AI

Anthropic's $30B Raise and the "Unsloppable" Business Model in the Age of AI

04:01Software Stock Crash and the Importance of Unslappable Moats

Software Stock Crash and the Importance of Unslappable Moats

11:10Nielsen's Data Network and the Clankerfication of the Economy

Nielsen's Data Network and the Clankerfication of the Economy

17:23Predicting the Next Market Shift and the Unclankerable Company

Predicting the Next Market Shift and the Unclankerable Company

Part 2: Industry Trends and Cultural Shifts

22:35Upcoming Guests, Clavicular's Boxing Match, and the New York Times Profile

Upcoming Guests, Clavicular's Boxing Match, and the New York Times Profile

27:01Anthropic's $30 Billion Series G Funding and Market Reactions

Anthropic's $30 Billion Series G Funding and Market Reactions

35:55VC Strategies, Monopoly Concerns, and the AI Horse Race

VC Strategies, Monopoly Concerns, and the AI Horse Race

40:52Fed Rate Cut Probabilities and George Hotz's LinkedIn Post on AI's Impact

Fed Rate Cut Probabilities and George Hotz's LinkedIn Post on AI's Impact

Part 3: Security and High-Stakes Investing

44:58Securing Mega Mansions and the Rise of Privatized Security

Securing Mega Mansions and the Rise of Privatized Security

51:18Security Measures, Kevin Hart's Security Startup, and Martin Shkreli's Return

Security Measures, Kevin Hart's Security Startup, and Martin Shkreli's Return

58:22Martin Shkreli on VC Investments, FTX, and the Power of Data

Martin Shkreli on VC Investments, FTX, and the Power of Data

Part 4: Frontier Tech and AI Implementation

1:08:09Frontier Tech Sell-Off, Photonic Computing, and the Importance of Sales

Frontier Tech Sell-Off, Photonic Computing, and the Importance of Sales

1:17:48Training Spend as a Moat and the Slow Adoption of AI in Finance

Training Spend as a Moat and the Slow Adoption of AI in Finance

1:24:50AI's Impact on Quant Funds, the Importance of Discipline, and NeoLabs

AI's Impact on Quant Funds, the Importance of Discipline, and NeoLabs

Part 5: Social Platforms and Content Strategy

1:34:00Threads Head Connor Hayes on the Meta Vanguards and Cultural Relevance

Threads Head Connor Hayes on the Meta Vanguards and Cultural Relevance

1:42:00Threads' Audition Process and Integration with Instagram and Facebook

Threads' Audition Process and Integration with Instagram and Facebook

1:47:47Threads Collabs, Creator Payouts, and the Value of an Audience

Threads Collabs, Creator Payouts, and the Value of an Audience

1:53:00Niche Communities on Threads and the Dear Algo Feature

Niche Communities on Threads and the Dear Algo Feature

Part 6: Infrastructure and Enterprise AI

2:02:24DDN's Alex Bouzari on Solving Data Problems for AI Implementation

DDN's Alex Bouzari on Solving Data Problems for AI Implementation

2:09:09AI Adoption in Financial Services, Life Sciences, and Sovereign AI

AI Adoption in Financial Services, Life Sciences, and Sovereign AI

2:17:24The SaaSpocalypse and the Need for Visionary Leadership

The SaaSpocalypse and the Need for Visionary Leadership

2:24:27Chip Bottlenecks, Energy Bottlenecks, and the Importance of Cost Reduction

Chip Bottlenecks, Energy Bottlenecks, and the Importance of Cost Reduction

2:33:34Elon Musk's Data Center and China's Progress in Data Center Construction

Elon Musk's Data Center and China's Progress in Data Center Construction

Part 7: Robotics and Future Outlook

2:41:17Figure's Brett Adcock on Humanoid Robots and the Importance of Dexterity

Figure's Brett Adcock on Humanoid Robots and the Importance of Dexterity

2:47:45Data Bottlenecks, Neural Nets, and the Reward Function for Humanoid Robots

Data Bottlenecks, Neural Nets, and the Reward Function for Humanoid Robots

2:53:32China's Progress in Humanoid Robotics and the Importance of a General-Purpose Robot

China's Progress in Humanoid Robotics and the Importance of a General-Purpose Robot

3:00:01AI Girlfriends, Deprecated Models, and Valentine's Day Recommendations

AI Girlfriends, Deprecated Models, and Valentine's Day Recommendations