Chapter 1: What is the main topic discussed in this episode?
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Good morning, Brew Daily Show. I'm Neil Freiman. And I'm Toby Howell. Today, is going to grad school worth it?
Then SpaceX is going public. It's Thursday, April 2nd. Let's ride.
Good morning. I want to thank all of you who helped me prank Toby yesterday. It went flawlessly. For those who didn't catch it, I inserted a prerecorded message into the episode, unbeknownst to Toby, telling listeners to comment on Spotify and YouTube, suggesting Toby said something super awkward, the worst take you can think of. And you all delivered. He was so confused and stressed out.
It was an April Fool's to remember. Also, I wish this was an April Fool's joke, but there were real technical difficulties getting the podcast audio up yesterday. We hope that's been resolved.
I'd argue it was the perfect level of prank. No one got hurt. It involved a lot of people. And now I get full permission to drastically escalate things next year. So thank you for that. 343 comments on Spotify, 420 comments on YouTube. Everyone listening showed out. So you made Neil very happy and me very confused. But Neil, I do have a question. Where the heck are you right now?
Yeah, actually, it's four questions, Toby. Please get it right. I'm at my parents' place for Passover, and we're going to see just how far sound travels in this house.
Perfect. Now a word from our sponsor, Company Retreat. Neil, I'm so excited for jury duty. Heck yeah, civic duty rules. No, I mean the groundbreaking documentary-style comedy series. The creators of Jury Duty are back with a new installment, and this season is Bananas. It takes place on an annual company retreat where all the employees are actors except one.
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Chapter 2: What are the implications of SpaceX filing for a public IPO?
And that seems to be working, but you know, in, in fits and starts the so-called performance products like shoes for runners sales climbs more than 20%. And it's sort of Gorp Core offerings. It has this line called All Conditions Gear brand where you can wear it outside and hiking and stuff like that. That is going well as well.
But as we're seeing with Lululemon and other brands in the athleisure space, they're getting absolutely wrecked right now. People are just dressing up a little bit more. They're looking a little more presentable, and they're moving away from athleisure that dominated from 2020 to 2025.
And Nike's really caught up with that because they have a ton of inventory in that space that they're just trying to get rid of.
They do have an ace in the hole, though, and that is the World Cup coming to their backyard this summer. Adidas actually tends to outperform Nike when it comes to soccer, but again, this World Cup is literally on Nike's home turf. It is in North America, so... That is an advantage for the brand. Hopefully, this is a moment that they can capitalize on and show like, hey, we are still Nike.
We're still the big dogs when it comes to sports. Check out this awesome mega event that we're going to have a lot of athletes wearing our jerseys, a lot of athletes wearing our cleats. Maybe that zhuzhes up its financial performance in the coming quarters. Moving on, Anthropic needs some Flex Seal because it's springing leaks left and right.
Last Thursday, Fortune reported that the AI company had accidentally made thousands of internal files publicly available, including an announcement of a powerful new model that is waiting in the wings. And then earlier this week, the big one, nearly 512,000 lines of source code were accidentally posted, laying out the blueprint for Cloud Code, its most valuable product.
It wasn't the actual AI model itself that was posted, but it did paint a picture of how Anthropic coaxes it to behave and perform tasks autonomously for millions of users. According to the Wall Street Journal, the leak was a goldmine for competitors who want to know what Anthropic's secret sauce is.
One of the leaked features involves the model revisiting past tasks to remember what it's learned, a process Anthropic refers to as dreaming. There's also a piece that tells Cloud Code to hide the fact that it's an AI in certain situations, like when it's pushing code to GitHub. Someone found a reference to a Tamagotchi-style virtual pet called Buddy that people can interact with.
If Claude is Oz, this link gave everyone a pretty good look behind the curtain. Neil, this is a double whammy for Anthropic. There's the hit to its reputation as the quote-unquote safe AI company. And then there's the hit to its actual business sense. Competitors now know some of its inner workings. It is a claudastrophe.
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Chapter 3: How is Elon Musk's vision shaping the future of SpaceX and XAI?
There's a list of spinner verbs that include scurrying, recombobulating, and topsy-turvying. These are official phrases that Anthropic is using to coax its model to do what you want. Then there's cursing analytics that were also dropped. Claude will log swear words as the code is is-negative. And basically Anthropic wants to track how often are you raging at your AI chat bot.
So there's all, even though you think that it's this magic black box, Anthropik is kind of just pushing it and pulling it in different directions and hoping that it can do what you want it to do. So that was the big takeaway is that it's not an exact science by any means. Anthropik is literally coaching their AI chatbots to do what they want just like you and I are.
All right, we're going to take a quick break and come back with Neil's numbers right after this. Neil, you can start calling me Mr. Worldwide because I know how to manage a global team. So that name is definitely taken, but also how? Because I know about Deal. They help you hire, manage, pay, and equip anyone, anywhere.
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