AI’s Spooky Season

Between Anthropic’s soft Q3 and CoreWeave’s meltdown, everyone’s suddenly asking: is AI over? Spoiler: we don’t think so, but it’s going to be a bumpy ride. This week on Great Chat, we dig into IPO timing, the margin question nobody can answer yet, and why early-stage founders seem more optimistic than the late-stage crowd. Plus: Victoria’s Secret’s return to form, Elizabeth Holmes’s redemption arc, and the year’s best corporate security warning. Mercury is back as the headline sponsor for year two of Great Chat. Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. This podcast is edited by Eric Johnson from ⁠⁠LightningPod: https://lightningpod.fm