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0:24EN
Theo - t3․gg· 1 sept 2026Theo’s Interpretation of OpenAI’s Decision on Cursor and AstraTheoTheo connects the end of the partnership to concerns about model distillation and access to Astra.
0:28ENTheo - t3․gg· 3 jul 2026Theo on the AI Bubble and the Value Beneath ItTheoTheo thinks AI is in a bubble, but says its underlying value remains an open question. He contrasts NFTs with the internet and its dot-com bust.
23:21ENTheo - t3․gg· 20 jun 2026Theo: Think Bigger When AI Makes Building CheaperTheoTheo compares AI-assisted development with the cloud transition and explains why he is experimenting with a broader developer platform.
27:55ENTheo - t3․gg· 28 may 2026Theo on Anthropic’s Reported Profit Forecast and AI Revenue GrowthTheoA discussion of annualized revenue, cloud distribution, usage-based pricing and the limits of a reported quarterly forecast.