Episode
Pivot 5 AI Briefing — May 1, 2026
- Published
- May 1, 2026
- Duration seconds
- 313
- Processing state
not_requested- Canonical source
- https://share.transistor.fm/s/c04ce726
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Summary
Hosts: James Okafor & Maya Chen In this episode: • Today: why the AI bubble might be more railroad than crypto, memory shortages that could reshape the industry, and Anthropic's jaw-dropping valuation. • Let's start with that AI bubble piece that's got e