Vibes & Benchmarks Ep 03: Is SpaceX really worth $2 trillion?

Episode 3 of Vibes & Benchmarks is up. Ali Rohde and Josh Albrecht cover what actually happened in AI this week.

Topics this week:

• The SpaceX S-1. Why a ~$3B launch market can't justify a $2 trillion valuation — and why Josh would rather own two Anthropics than one SpaceX.
• George Hotz's "Eternal Sloptember." Can agents actually program, or are you using them wrong? Why AI coding tools magnify bad engineering instead of fixing it.
• "100% written by Claude Code." Whether that's a flex or a red flag.
• The cost-optimization phase. Uber admits AI token spend is "harder to justify" — what changes when tokens stop being 1% of the budget.
• AI solving Erdős problems. Why the "AI can't reason" camp is running out of road.
• The Pope's AI take. Chris Olah spoke at the Vatican, and why Pope Leo might understand AI better than Gary Marcus.
• OpenAI's reported IPO. What public-market discipline does to a mission-driven lab.
• Is AI making us safer? Short term, no — and the atomic-bomb, ozone, and self-driving-car analogies for when we finally react.

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