AI Stockpocalypse, Anthropic Nears RSI?, Prediction Markets vs. Pollsters

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) The midterms impact on AI 2) Why the market struggles to trade AI in a normal way 3) Will the AI vision ever be realized as planned after this week? 4) A simple theory of the case on the AI trade 5) If datacenters are banned, do AI labs make tradeoffs in training, inference, or safety? 6) Will Anthropic's IPO still go on as planned? 7) Can the AI labs help turn around datacenter unpopularity 8) Is Anthropic getting close to RSI? 9) Who did better: The polls or prediction markets 10) An homage to Alex's special, temporary red chair