Pivot 5 AI Briefing — May 1, 2026
About this episode
The episode discusses the current state of the AI industry, including the AI bubble, memory shortages, and Anthropic's valuation.
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
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