The Fight Over Open Source AI, Anthropic’s $1.5B Payout, NYC Socialists: Evictions = Violence?

(0:00) Bestie intros!

(0:18) The fight to save open source AI: Kimi K3 panic, Anthropic/OpenAI regulatory capture

(27:38) Anthropic/OpenAI historic growth rates, China's long game

(48:29) Anthropic's $1.5B piracy settlement and the great IP theft hypocrisy

(1:07:12) Google and Tesla stocks tank on surging AI capex

(1:17:19) Socialism Corner: "Evictions = Violence" and the threat to private property rights

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Referenced in the show:

https://artificialanalysis.ai/models/kimi-k3?intelligence=artificial-analysis-intelligence-index#intelligence-comparisons

https://www.axios.com/2026/07/20/ai-us-china-open-source-kimi

https://www.wired.com/story/the-white-house-is-trying-to-figure-out-what-to-do-about-chinese-ai

https://x.com/mkratsios47/status/2079933645888880708

https://polymarket.com/event/us-government-bans-an-open-source-ai-model-in-2026-20260703221501747

https://fortune.com/2025/01/29/deepseek-openais-what-is-distillation-david-sacks

https://stratechery.com/2026/whos-afraid-of-chinese-models

https://x.com/CommerceGov/status/2080341953086886387

https://x.com/tickerplus/status/2080123562560504240

https://blog.tickertrends.io/p/anthropic-vs-openai-arr-tracking

https://x.com/sama/status/2077817060068057493

https://www.reuters.com/world/us-judge-approves-anthropics-15-billion-settlement-copyright-lawsuit-2026-07-20

https://www.anthropic.com/news/detecting-and-preventing-distillation-attacks

https://techstartups.com/2026/07/22/nearly-200-silicon-valley-startups-urge-trump-not-to-ban-chinese-ai-models-warn-it-could-kill-innovation

https://x.com/typesfast/status/2080339052398891244

https://www.thefp.com/p/why-new-york-city-has-50000-ghost