Is Everybody Racing RSI?
Topics discussed
Sponsor message: Accenture and Spotify ad operations
Market nervousness over AI CapEx and data center overbuild
1,100 AI staffers sign letter to pace AI development
Backlash against Anthropic over open-weight models and tactics
Sponsors: First Citizens Bank, Scribe, and Cash App
Google's strategic shift to world models vs recursive self-improvement
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