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Inflation Heats Up, Anthropic Investor Day, Tesla Roadster Mania| Diet TBPN

aired Oct 16, 2026
Signal
84.2/ 100
High signal
confidence 0.99
Orig44.5
Actn100.0
Dens100.0
Dpth100.0
Clty71.4
Summary

Speaker 1: So, the market is mostly reacting to the Anthropic Investor Day numbers, but it's been in a decline for a long time for the last month. Core Weave's down something like 50% over the last month or so.

Why listen

It goes beyond the title with direct discussion of speaker, like, yeah, including: Core Weave's down something like 50% over the last month or so.

Key takeaways
  1. 01Speaker 1: Anyway, they are, in fact, annualizing their quarterly run rate to an annual run rate of $67,200,000,000 which is remarkable for a company that was doing a tenth of that
  2. 02They're probably using their own model now, and maybe they
  3. 03We deployed our own frontier technology to fight this, and we believe we have bought it
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