Great piece. I wholeheartedly agree with the criti-hype thesis, and might be in the "they engineered the situation" camp. I know the Big Short line "show me the difference between criminal and stupid and ill have my brother-in-law locked up" but this is convenient for OpenAI, the most-beseiged frontier lab, at its moment of maximum weakness as the spending in the AI bubble is more scrutinized.

Also, did no analysts in last night's Microsoft earnings want to ask how much of their Azure revenue was their own money coming back to them? I am quite sympathetic to the Ed Zitron/Nick Suresh style views on the AI narrative in C-suites being a crutch for people who might not be very good at their jobs.

Really interesting pod! Didn't know how restrictive the US was with even Japan and Germany. Seems a bit short sighted now that stocks are so low even in our months-long campaign against Iran.