Show Notes
Leaked Anthropic Q3 numbers, a hot CPI print and the CoreWeave debt panic send everything AI into a tailspin, and Threadguy watches it from 100% cash. He gets into what the slowdown really says about the frontier labs, why he's stuck trusting Flood, the Leopold wipeout at the open, and whether dividend stocks make any sense next to the 30 year. Closes on Bumble getting bought out and the app that quietly killed online dating.
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