Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Alex's profile of Anthropic CEO Dario Amodei + extra reporting 2) Are Anthropic's convictions earnest or marketing? 3) Where does Anthropic fit in the broader AI landscape 4) Will one AI company 'win it all' 5) Anthropic is raising at a new, $170 billion valuation 6) OpenAI hits 700 million ChatGPT users 7) Hyped for GPT-5? 8) AI video creation's promise 9) Videos in Google's NotebookLM 10) Is the stock market in a bubble or hitting real returns.

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← All episodes from Alex Kantrowitz

Anthropic’s Potential, AI Video Gets Crazy, Market Bubble Approaching?

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Alex Kantrowitz Episodes Around August 1, 2025

Dwarkesh Patel: AI Continuous Improvement, Intelligence Explosion, Memory, Frontier Lab Competition

OpenAI and Microsoft Tension Boils, Amazon’s Job Automation, Zuck’s Spending Spree

Is AI Actually Saving The Stock Market? — With Tom Lee

The Web’s ‘Existential’ AI Threat, OpenAI’s Microsoft Office Competitor, Tesla Robotaxi Launch

Is AI Really Taking Our Jobs? — With Noah Smith

$100 Million AI Engineers, Vending Machine Claude, Legend Of Soham

Apple’s Anthropic Flirtation, Can Meta Build Superintelligence?, AI Browser Wars — With M.G. Siegler

Trade War Scorecard: What's Changing, Who's Winning, What's Next — With Ryan Petersen

OpenAI’s Windsurf Crash, Grok’s Wild Week, Replace Tim Cook? — With Aaron Levie

Big Technology @ Five Years

Condoleezza Rice: U.S. Tech at Risk Amid University Cuts, China Threat

Grok's AI Lovebot, Aqui-Hire-Sition Backlash, OpenAI's ChatGPT Agent Debuts

Are AI's Economics Unsustainable? — With Ed Zitron

Countdown to GPT-5, OpenAI’s Stargate Sputters, AI Math Wars

Anthropic CEO Dario Amodei: AI's Potential, OpenAI Rivalry, GenAI Business, Doomerism

Anthropic’s Potential, AI Video Gets Crazy, Market Bubble Approaching?

Mark Zuckerberg’s Personal Superintelligence, Layoffs and Payoffs, Writing With AI — With M.G. Siegler

Vibe Coding: Everything You Need To Know — With Amjad Masad

Does GPT-5 Live Up To the Hype?, AGI Wait Continues, Self-Loathing Gemini

OpenAI COO Brad Lightcap: GPT-5's Capabilities, Why It Matters, and Where AI Goes Next

Is The AI Going To Escape? — With Anthony Aguirre

Can The Web Survive Generative AI? — With Matthew Prince

Inside Google's Generative AI Reinvention — With Nick Fox and Liz Reid

The Big GPT-5 Debate, Sam Altman’s AI Bubble, OnlyFans Chatbots

The Hidden Science Behind Brain-Computer Interfaces — With Sally Adee

Did OpenAI Break ChatGPT?, Apple’s New iPhones, Saving Intel

Brain Computer Interface Frontier: Movement, Coma, Depression, AI Merge

Google’s Best Week Ever, AI’s Rising Costs, Putin and Xi’s Immortality Quest

Booz Allen CTO: Can AI Fix The Government — With Bill Vass

Do We Care About The iPhone Air?, Nepal's Discord Revolution, San Francisco’s 996 Culture

Are 95% of Businesses Really Getting No Return on AI Investment? — With Aaron Levie

Summary