In this episode of AI Unchained, Jack and Corr dive into the accelerating AI race—and the massive bets shaping its future. They unpack reports of Anthropic hitting a staggering $1 trillion valuation on secondary markets as demand for its Claude Code developer tools explodes. The hosts debate whether this signals the rise of a new AI powerhouse or the peak of another tech hype cycle.
They also explore Meta’s dramatic pivot: cutting about 10% of its workforce while planning up to $135 billion in AI infrastructure spending, raising big questions about whether compute is replacing headcount across the tech industry.
Beyond Silicon Valley, the conversation turns global as Tencent quietly releases its Hy3 model—an ultra‑efficient mixture‑of‑experts system that could intensify the AI price war. Meanwhile, turmoil at battery startup Redwood Materials highlights the messy reality of scaling the energy infrastructure needed to power the AI boom.
Is AI becoming the next cloud-scale platform—or are we watching the fastest hype cycle in tech history? Jack and Corr break down the money, the models, and the risks shaping the next phase of the AI revolution.
