Episode #83: The Focus Layer: Why Anthropic, NVIDIA, and Cloudflare Are Winning the Same War

Podcast: Stewart Squared · Stewart Alsop II, Stewart Alsop III

Opublikowano: 2026-04-02

In this episode of Stewart Squared, host Stewart Alsop III and his father Stewart Alsop II cover a wide range of interconnected topics, starting with a sharp critique of OpenAI's lack of strategic focus under Sam Altman and how that compares to Anthropic's disciplined, consistent approach — including Anthropic's explosive ARR growth from $14 billion to $19 billion in just three months. From there, the conversation moves into the slowdown in AI model progress and the role of training data scarcity, the rise of vibe coding and AI-assisted software development, the architectural differences between CPUs and GPUs (with a nod to Jensen Hu...