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0:24ENTheo’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 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: 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 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.
36:03ENTheo on Meta’s Personal AI Strategy and the Shift Beyond Open ModelsTheo, Mark Zuckerberg · Theo - t3․ggA 2025 analysis of Meta’s personal-superintelligence announcement, platform history and the competition for personalized AI.









