Cerebral Valley Show

We polled AI insiders at a live Cerebral Valley event, and the results were not what we expected. In this special live episode, we survey a room full of AI founders, investors, and developers on the biggest questions in the industry right now. The crowd picked Anthropic over OpenAI as the company they most want to own, chose OpenAI as the company they most want to short, and overwhelmingly said we...

Ed Zitron got OpenAI's actual financials, and the numbers are more interesting than anyone expected. In this episode of the Cerebral Valley Show, we break down Ed Zitron's FT-reported scoop on OpenAI's 2025 financials, including a reported $60 billion net loss and what that actually means once you separate training costs from the cost of serving the models. We debate whether this prove...

The Trump administration gave Anthropic 90 minutes to respond before pulling Fable, their most advanced AI model, from public access. In this episode, we break down the Fable shutdown and whether it was a real safety call or political retaliation, react to the SpaceX IPO and Elon becoming a trillionaire, debate whether AI will actually kill jobs, and get into why Codex might be quietly beating Cla...

SpaceX is going public at $1.75 trillion, Karpathy just chose Anthropic, and Kanye may be wearing OpenAI's first hardware product. In this episode of the Cerebral Valley Show, we dig into the SpaceX S-1 filing and debate whether its $28.5 trillion total addressable market is visionary or intellectually lazy. We break down the case for space-based data centers, Elon's Mars colony pay packag...

OpenAI’s momentum is back, AI voice agents are getting eerily human, and even GPT-5.5 can’t stop talking about goblins. In this episode of the Cerebral Valley Show, we break down the recent “vibe shift” toward OpenAI after the launch of GPT-5.5, new realtime voice updates, and the growing popularity of Codex among developers. We debate whether Anthropic is actually losing momentum, why AI Twitter...

Anthropic’s momentum hits its first real resistance, Sam Altman faces mounting pressure, and AI leaders keep making the same messaging mistake. In this episode of the Cerebral Valley Show, we debate whether the “vibes” are actually turning against Anthropic or if this is just noise from power users, and what it means for the broader AI race. We also unpack a rough stretch for Sam Altman, including...

In this episode, we delve into the biggest media and AI industry moves, including OpenAI's strategic acquisition of TBPN and the implications for the AI landscape. Join us for a lively discussion on how these deals are shaping the future of technology, media, and AI narratives. Main topics covered:- The strategic rationale behind OpenAI’s purchase of TBPN- How media acquisitions like TBPN refl...

OpenAI killed Sora, Apple rebooted Siri, and we closed the episode by drafting our favorite YC AI startups. This week on Cerebral Valley Show, the guys break down OpenAI’s shift away from side projects, debate whether Apple’s Siri reboot is the start of a real AI comeback, and unpack the growing questions around Anthropic’s revenue growth. They also talk Harvey, vibe coding, the future of SaaS, an...

In this episode of Cerebral Valley Show, Eric Newcomer, Max Child, and James Wilsterman break down the latest AI and tech news, including Meta’s rough stretch, xAI’s ongoing chaos, Cursor’s momentum, and Sam Altman’s comments about intelligence becoming a metered utility. They also debate which AI companies are actually winning right now, react to the viral “giga fucked” SaaS list, talk consumer A...

A single Substack post imagined an AI-driven economic collapse in 2028, and markets actually reacted. In this episode, we break down how Citrini Research’s viral Global Intelligence Crisis report rattled SaaS stocks and reignited the AI apocalypse narrative. We debate whether AI agents actually threaten companies like DoorDash and Salesforce, or if the SaaS extinction thesis is overblown. We also...

In this episode, we debate whether Claude’s Super Bowl ad backfired and why Anthropic’s $380 billion valuation might tell a very different story. We dig into the sudden rise of coding agents like Codex and Claude Code, and whether “vibe coding” marks a real shift in how software gets built. We unpack the leadership exodus at Elon Musk’s xAI, the spread of AI-generated internet “slop,” and the incr...