Troy and Brian dig into what happens when AI stops imitating Odie as the overly eager helper and starts owning the workflow, the coordination and the organizational memory, why a 100-year-old law firm unraveled when its high-leverage people walked, and what Microsoft’s voluntary buyouts say about the managerial class.
Then CJ Gustafson of Mostly Metrics breaks down Anthropic’s S-1: the growth, the revenue per employee, and where the costs got tucked away.
Plus: Time and Mobian serving ads to AI agents, Axios selling data feeds to client LLMs, cognitive mercantilism, Semafor and the conflicts baked into every media model, Obama vs. the Cheesecake Factory, Serbia’s student movement shows how a decentralized protest movement can wrest power and Troy’s ode to the Starbucks breakfast wrap.
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Chapters:
01:57 Updates From Out and About
09:53 AI Podcasts And Law Firm Collapse
18:21 PVA Media Lab Update
22:28 Claude Duet And Corporate Bloodbath
50:54 Cognitive Mercantilism
58:28 Media Model Conflicts
01:05:54 Cheesecake Factory
01:10:17 Serbia Student Uprising
01:16:11 Good Product
01:19:17 Inside the Anthropic S-1 with CJ Gustafson
01:41:10 Credits
