Join us for the Big Technology AI Summit on June, 18, 2026. Get your tickets here: https://summit.bigtechnology.com/ Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Anthropic gets SpaceX compute 2) Is this announcement real or marketing? 3) Anthropic increases rate limits with the new compute 4) Elon + Dario vs. Sam 5) Is this all IPO maneuvering? 6) Mythos is proving valuable for cybersecurity 7) Anthropic's demand is 80Xing 8) OpenAI's communication revealed at trial 9) Microsoft was mostly worried about comms for its OpenAI investment 10) Are AI layoffs a real thing or cope? 11) Are these layoffs happening because the AI *isn't working? Chapters: 00:00 The AI Race Heats Up: Anthropic and SpaceX Collaboration 09:57 The Implications of Compute Demand and Supply 20:13 The IPO Race: Why Companies Are Rushing to Go Public 30:02 AI Security: Mythos and Its Impact on Bug Finding 33:56 The Mythos of AI: Hype vs. Reality 35:49 AI Summit Announcement: A Gathering of Minds 36:45 Dramatic Reading: The OpenAI Text Messages 40:50 The Ongoing Drama at OpenAI 42:31 Elon Musk's Influence: A Non-Profit Dilemma 47:23 Layoffs and AI: The New Workforce Reality 51:15 The Future of Work: AI's Role in Restructuring Companies 54:10 Comparing Technological Shifts: AI vs. Past Innovations