Vibes & Benchmarks Ep 02: Will Google outlast Anthropic and OpenAI?

Episode 2 of Vibes & Benchmarks is up. Ali Rohde and Josh Albrecht cover what actually happened in AI this week.

Topics this week:

• Codex vs Claude Code. Why developers are quietly switching, and what Anthropic's "200 credit" reframe actually means.
• Gemini's long game. Why Google is positioned to outlast Anthropic and OpenAI, even if the consumer app doesn't matter.
• 89% of $80B in AI revenue. Two companies captured it. Model layer vs app layer.
• Anthropic at $1T. IPO cycles, whether the valuation can keep climbing, and how Effective Altruism accidentally built the company.
• Anthropic's 2028 China paper. Why it doesn't make sense.
• Distillation as a moral right. The cold case, plus pirated books and umbrage.
• Tokens are like electricity. A new framing for how to think about spend.

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