Episode #109: Are We Building the Dark Fiber of AI?

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

Opublikowano: 2026-10-01

In this episode of the Stewart Squared podcast, host Stewart Alsop sits down with his son, Stewart Alsop II, to unpack Anthropic's anticipated IPO and the seismic shifts happening in AI right now. The two dive into whether Anthropic will actually go public despite the existential risk narrative Dario Amodei has been pushing, exploring the real reasons these companies need to IPO (hint: it's about the cash burn). They discuss California's new AI regulations under Gavin Newsom, the emerging threat of JEV—a new AI architecture from a company called Hyde that could upend the entire foundation model business—and why...