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Episode
SpaceX’s IPO Triumph, Anthropic’s Fable Fumble, OpenAI’s Price War
Views
6K
0.3× the show’s average
Episode6K
Show avg17K
Published
3mo ago
Jun 15, 2026
Length
55m
show avg 53m
From the show
Chapters
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) SpaceX's massive IPO 2) What SpaceX's success means for its AI competitors, OpenAI and Anthropic 3) Is SpaceX's outsized valuation a feature, not a bug? 4) Goldman Sachs eats Big Bang burritos 5) Anthropic's flubbed Fable rollout 6) Does the gaffe mean Anthropic really believes in the power of Mythos? 7) A fun Fable conspiracy theory 8) OpenAI may drastically lower prices 9) Are AI models a commodity? 10) Wait, does Siri work now?
- 0:00The Rise of SpaceX and Elon Musk's Trillionaire Status
- 21:30Anthropic's Fable Rollout and User Backlash
- 29:51Anthropic's Strategic Marketing and Pricing Dynamics
- 32:38The Power of AI Models and Competitive Landscape
- 36:22Experiencing AI: The Magic of Medium-Powered Models
- 40:01The Pricing War: OpenAI vs. Anthropic
- 48:57Siri's Evolution: Will Apple Finally Deliver?
Mentioned
Names dropped
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