TheBitCast

Episode #110: Trust, Debt, and Foundation Models: The New Global Competition

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

Opublikowano: 2026-10-08

In this episode of the Stewart Squared podcast, host Stewart Alsop sits down with his father Stewart Alsop II to explore the rapidly evolving landscape of AI and foundation models, with a particular focus on Anthropic's anticipated IPO. The conversation spans from Stewart's latest adventures in self-hosting and creating sizzle reels with AI to the seismic shift brought by Anthropic's release of Claude Opus 5.5—a model that's both cheaper and more capable, fundamentally changing the economics of AI services. The discussion takes a historical turn as they compare today's AI competition to past tech IPO races, from the 1986 cluster of...