Episode notes
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Summary: In today’s briefing, we analyze the industry's preparation for an "intelligence explosion." We deconstruct the launch of The Anthropic Institute, which is establishing Cold War-style hotlines and "fire drills" for self-improving AI models. We explore the continuing devastation of white-collar labor as Cloudflare fires 20% of its staff (1,100 jobs) to shift to an "agentic AI-first operating model." We also cover the macroeconomic impact of "RAMageddon" as Nintendo raises Switch 2 prices, ByteDance rolling ...