Did Apple's New CEO Fumble His Debut?
Summary
Apple CEO John Ternus reported record earnings but warned of unprecedented memory costs driven by data center demand, while Anthropic faces pressure to lower its IPO valuation to $1.5 trillion amid market jitters. The episode also covers Google banning an Android TV maker for preloading malware and details a $6.3 billion Binance hack executed via sophisticated social engineering. Finally, Anthropic’s filings suggest recursive self-improvement is imminent, with AI now leading 26% of its internal R&D tasks.
Topics discussed
Intro: Apple earnings, Anthropic IPO, Google ban, Binance hack
Sponsor: Rubrik agentic cyber resilience
Apple earnings: Memory costs and Q4 outlook
Critique of John Ternus's first earnings call
Anthropic IPO valuation pressure from investors
Google bans VideoStrong for preloading malware
Binance postmortem: $6.3B North Korean hack
Anthropic filings on recursive self-improvement
Data on AI-led R&D and RSI timeline predictions
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