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.