The AI Sell Off, Why Instagram Beat Bumble Stock, and Based16z [Stream Recap]

Leaked Anthropic Q3 numbers, a hot CPI print and the CoreWeave debt panic send everything AI into a tailspin, and Threadguy watches it from 100% cash. He gets into what the slowdown really says about the frontier labs, why he's stuck trusting Flood, the Leopold wipeout at the open, and whether divid