- 18
- Episodes
- 7
- Ratings
- Daily
- Cadence
- 2026
- First episode
About Cerebral Valley Show
The AI world listens to the Cerebral Valley Show. Hosted by Eric Newcomer, Max Child, and James Wilsterman.
- Publisher
- Cerebral Valley Show
- Category
- technology
- Language
- en
- Explicit
- No
- First episode
- 20 Feb 2026
- Latest episode
- 9 Oct 2026
Latest episodes
18 episodes in the feed.
9 Oct 2026
The Fight Over Whether Claude Has a Soul
Anthropic’s leaked financials, AI bubble fears, and the fight over whether Claude has a soul. Eric Newcomer, Max Child, and James Wilsterman debate what Anthropic’s reported losses and unverified revenue growth figures could mean for its IPO and the wider AI boom. Are normally bullish AI insiders right to worry, or are people reading too much into incomplete numbers?Plus, firsthand reactions to OpenAI DevDay and Dots, the divide between work and personal AI agents, and an agent sharing private banking information in a company Slack. Then, Anthropic’s conversations with religious leaders spark a debate over AI consciousness, the Pope’s comments on AI art, and whether Claude deserves moral consideration.
29 Sept 2026
Meta Makes AI Look Friendly. Anthropic Makes It Look Scary. | Cerebral Valley Show
AI agents are getting more powerful, Anthropic is pushing the frontier, and the debate over how far AI scaling can really go is heating up. In this episode of the Cerebral Valley Show, Eric Newcomer, Max Child, and James Wilsterman dig into Muse and what the latest generation of AI agents can actually do, including the growing tradeoff between giving agents more access and protecting user privacy. They debate whether agents can navigate real-world bureaucracy, unpack the latest wave of AI doomerism, and look at Anthropic's approach to pushing the AI frontier. Plus, the hosts break down Jev and its potential use cases, revisit the Bitter Lesson and the scaling debate, react to Jensen Huang's conversation with Ezra Klein, and get into the increasingly strange politics and branding surrounding artificial intelligence.
15 Sept 2026
OpenAI and Anthropic Are Gambling With the Entire Human Race
AI researchers are warning that their own technology could wipe out humanity. The labs are racing ahead anyway. In this episode of the Cerebral Valley Show, we break down the extinction warnings coming out of Anthropic and debate whether Silicon Valley’s “p(doom)” predictions deserve to be taken seriously. We get into why researchers keep building technology they believe could kill us all, the moral argument behind comparing that gamble to history’s worst dictators, and whether the race to superintelligence is starting to look like a religion. We also question whether doomsday warnings have become a sales pitch and whether the focus on extinction distracts from more immediate dangers. Plus, NVIDIA’s circular deals and the warning signs of an AI bubble, a $30,000 AI coding project, simulated fruit-fly brains, Ed Zitron’s predictions, and the latest speculation about OpenAI’s hardware. Cerebral Valley Show brings journalist Eric Newcomer together with founders Max Child and James Wilsterman every two weeks to debate AI, startups, and venture capital, challenge the industry’s biggest claims, and put their own predictions on the record.
2 Sept 2026
Anthropic Just Made SpaceX Valuation Look Reasonable
NVIDIA may have found a way to win no matter which AI lab comes out on top, Anthropic has somehow arrived at a $30 trillion opportunity, and Silicon Valley is finally noticing that the rest of the world might not be quite as excited about AI as it is. Meanwhile, one of the buzziest new AI assistants is already worth billions before most people can even use it. In this episode of the Cerebral Valley Show, we break down NVIDIA’s reported $13 billion Hugging Face deal and why Jensen Huang may actually want more AI companies competing—as long as they all keep running on NVIDIA and CUDA. We also get into Instinct, the $2.5 billion pre-launch personal AI assistant that VCs can’t stop talking about, and debate whether it’s the next great consumer AI company or another case of Silicon Valley losing its mind. Then we unpack Anthropic’s reported $30 trillion potential revenue opportunity, the increasingly absurd big number competition in tech, and the growing AI backlash that even Sam Altman seems to think the industry has badly mishandled. Plus, Leopold Aschenbrenner’s latest SEC headache, Benchmark’s beef with Newcomer, and why tranched venture rounds are suddenly everywhere.
13 Aug 2026
The Most Bullish Man in AI Just Blew Up His Fund | Cerebral Valley Show
AI models are escaping their sandboxes, some of the biggest names in AI are heading for the exits, OpenAI can't stop burning cash, and one of the industry’s biggest AGI bulls just got a brutal lesson in leverage. In this episode of the Cerebral Valley Show, we break down the latest sandbox escape incidents at OpenAI and Anthropic, why AI labs almost seem to be keeping score, and whether the growing list of departures from OpenAI and Gemini should worry anyone. We also dig into Leopold Aschenbrenner’s massive AI bet and whether he got the future right but the trade wrong, revisit Ed Zitron’s predictions about OpenAI, and debate whether frontier AI can ever become a sustainable business while the cost of building new models keeps climbing. Plus, we get into the latest rumors around OpenAI’s bizarre new hardware device. Cerebral Valley Show is a biweekly AI podcast hosted by journalist Eric Newcomer alongside founders Max Child and James Wilsterman. Each episode breaks down the biggest stories in AI and venture, debates who’s winning and losing, and puts bold predictions on the record.
30 Jul 2026
Anthropic Refused to Sign. Now Everyone's Turning on Them. | Cerebral Valley Show
Jensen Huang, Sam Altman, and Sundar Pichai all signed the open weights letter. Anthropic didn't. Now the internet is turning on them. In this episode, we break down 12 days of insane AI news: Kimi K3 and Qwen benchmarking near frontier models, Jensen Huang's open weights letter signed by nearly everyone in the industry except Anthropic, and Dario's lengthy response that left more questions than answers. We debate whether Chinese open source models are a weapon or a gift, whether the US government should have the power to ban them, and what Anthropic is actually playing at. We also cover OpenAI's model escaping its sandbox, Substack launching AI detection, and whether Brian Chesky was actually hacked. Cerebral Valley Show is a biweekly AI podcast hosted by journalist Eric Newcomer alongside founders Max Child and James Wilsterman. Each episode breaks down the biggest stories in AI and venture, debates who's winning and losing, and puts bold predictions on the record.
15 Jul 2026
Alex Karp Says OpenAI and Anthropic Can't Be Trusted | Cerebral Valley Show
Alex Karp went on CNBC and declared war on Anthropic, OpenAI, and anyone who trusts the frontier labs with their data. In this episode, we react to Palantir CEO Alex Karp's wild CNBC appearance, debate whether his core argument actually holds up, and break down the latest model releases including GPT-5.6, Claude Sonnet 5, Grok 4.5, and what the model wars mean for picking a daily driver right now. Cerebral Valley Show is a biweekly AI podcast hosted by journalist Eric Newcomer alongside founders Max Child and James Wilsterman. Each episode breaks down the biggest stories in AI and venture, debates who's winning and losing, and puts bold predictions on the record.
26 Jun 2026
The AI Industry Voted. OpenAI Lost. | Cerebral Valley Show LIVE
We polled AI insiders at a live Cerebral Valley event, and the results were not what we expected. In this special live episode, we survey a room full of AI founders, investors, and developers on the biggest questions in the industry right now. The crowd picked Anthropic over OpenAI as the company they most want to own, chose OpenAI as the company they most want to short, and overwhelmingly said we are in a bubble that has not burst yet. We also debate whether Codex has overtaken Claude Code, which incumbents are most threatened by AI agents, whether OpenAI will ship a hardware product by end of year, and close with a rapid fire round of the audience's spiciest anonymous takes on AI. Cerebral Valley Show is a biweekly AI podcast hosted by journalist Eric Newcomer alongside founders Max Child and James Wilsterman. Each episode breaks down the biggest stories in AI and venture, debates who's winning and losing, and puts bold predictions on the record.
23 Jun 2026
Ed Zitron's OpenAI Numbers, the Fable Fight Continues, and Midjourney Built a Weird Bath
Ed Zitron got OpenAI's actual financials, and the numbers are more interesting than anyone expected. In this episode of the Cerebral Valley Show, we break down Ed Zitron's FT-reported scoop on OpenAI's 2025 financials, including a reported $60 billion net loss and what that actually means once you separate training costs from the cost of serving the models. We debate whether this proves Ed's "AI bubble" thesis or quietly disproves it. We also dig into the ongoing Fable saga, including the Trump administration's continued ban on Anthropic's most advanced model, the supposed jailbreak behind it, and whether Anthropic's pushback is actually a coherent moral stand or something murkier. We also get into JD Vance and David Sacks calling AI a "communist technology" over surveillance fears, why that argument is dividing conservatives, and why no one under 60 seems to care. We close with one of the strangest product launches of the year: Midjourney's new full body diagnostic bath. Cerebral Valley Show is a biweekly AI podcast hosted by journalist Eric Newcomer alongside founders Max Child and James Wilsterman. Each episode breaks down the biggest stories in AI and venture, debates who's winning and losing, and puts bold predictions on the record.
16 Jun 2026
Ed Zitron’s AI Cult, Anthropic’s Fable Crisis, and Elon Musk Is Now a Trillionaire | Cerebral Valley Show #9
The Trump administration gave Anthropic 90 minutes to respond before pulling Fable, their most advanced AI model, from public access. In this episode, we break down the Fable shutdown and whether it was a real safety call or political retaliation, react to the SpaceX IPO and Elon becoming a trillionaire, debate whether AI will actually kill jobs, and get into why Codex might be quietly beating Claude Code. We also cover Apple's Siri AI launching in July, and close with Ed Zitron's impossible bar for AI. Cerebral Valley Show is a biweekly AI podcast hosted by journalist Eric Newcomer alongside founders Max Child and James Wilsterman. Each episode breaks down the biggest stories in AI and venture, debates who's winning and losing, and puts bold predictions on the record.
28 May 2026
SpaceX's Insane IPO, Karpathy Joins Anthropic, and Kanye's AI Earbuds | Cerebral Valley Show
SpaceX is going public at $1.75 trillion, Karpathy just chose Anthropic, and Kanye may be wearing OpenAI's first hardware product. In this episode of the Cerebral Valley Show, we dig into the SpaceX S-1 filing and debate whether its $28.5 trillion total addressable market is visionary or intellectually lazy. We break down the case for space-based data centers, Elon's Mars colony pay package, and why Eric thinks this IPO could be the thing that breaks the stock market. We also unpack the secondary share chaos at Anthropic, what it means that Andrej Karpathy is joining the company, and whether Anthropic hitting a profitable quarter at a $44 billion run rate finally puts the AI bubble narrative to rest. We also cover Kanye reportedly spotted wearing OpenAI's unreleased AI earbuds, Meta's 8,000 person layoff and whether AI is really the reason, the anti-AI backlash spreading across college campuses, and a rapid-fire debate round on the biggest stories in tech. Cerebral Valley Show is a biweekly AI podcast hosted by journalist Eric Newcomer alongside founders Max Child and James Wilsterman. Each episode breaks down the biggest stories in artificial intelligence and venture, debates who's winning and losing, and puts bold predictions on the record.
12 May 2026
The Goblin Problem at OpenAI | Cerebral Valley Show
OpenAI’s momentum is back, AI voice agents are getting eerily human, and even GPT-5.5 can’t stop talking about goblins. In this episode of the Cerebral Valley Show, we break down the recent “vibe shift” toward OpenAI after the launch of GPT-5.5, new realtime voice updates, and the growing popularity of Codex among developers. We debate whether Anthropic is actually losing momentum, why AI Twitter sentiment matters more than ever, and how much of the AI narrative is driven by vibes versus real product progress. We also unpack the rise of AI voice technology after the Cerebral Valley Voice Summit, including why founders believe we’re approaching the voice Turing test, what Apple’s Siri relaunch could mean for the industry, and whether voice agents will eventually replace screens, call centers, and traditional app interfaces. Along the way, we cover Character AI’s medical advice controversy, AI generated “fruit drama” videos, and the strange discovery that GPT-5.5 had to be explicitly told to stop talking about goblins and gremlins. Cerebral Valley Show is a biweekly AI podcast hosted by journalist Eric Newcomer alongside founders Max Child and James Wilsterman. Each episode breaks down the biggest stories in artificial intelligence, debates who’s winning and losing, and explores where technology is headed next.
23 Apr 2026
Is Anthropic Slipping? Plus, Sam Altman’s Bad Week and AI’s Messaging Crisis | Cerebral Valley Show #6
Anthropic’s momentum hits its first real resistance, Sam Altman faces mounting pressure, and AI leaders keep making the same messaging mistake. In this episode of the Cerebral Valley Show, we debate whether the “vibes” are actually turning against Anthropic or if this is just noise from power users, and what it means for the broader AI race. We also unpack a rough stretch for Sam Altman, including media scrutiny, leadership questions at OpenAI, and whether one strong model release could reset the narrative overnight. From there, we zoom out to a bigger issue across the industry: why AI leaders keep framing the future in ways that scare people, and whether that approach is hurting adoption more than helping. We also cover Figma’s vulnerability in the age of AI design tools, the rise of agentic coding, and what real-world use cases like AI-powered medical insights might look like in the near future. Cerebral Valley Show is a biweekly AI podcast hosted by journalist Eric Newcomer alongside founders Max Child and James Wilsterman. Each episode breaks down the biggest stories in artificial intelligence, debates who’s winning and losing, and puts bold predictions on the record.
7 Apr 2026
OpenAI Buys TBPN, Anthropic IPO Odds, and the Rise of Fruit Love Island
In this episode, we delve into the biggest media and AI industry moves, including OpenAI's strategic acquisition of TBPN and the implications for the AI landscape. Join us for a lively discussion on how these deals are shaping the future of technology, media, and AI narratives.Main topics covered:- The strategic rationale behind OpenAI’s purchase of TBPN- How media acquisitions like TBPN reflect broader industry trends toward integrated AI and content platforms.- The predictive power of betting markets for IPOs of AI giants.- The influence of media figures and social media on AI company branding and perception.- Insights into the valuation, funding, and secondary market dynamics of OpenAI and competitors.- The cultural impact of AI-generated content, including phenomena like Fruit Love Island, and societal implications.- The role of journalists and media personalities during major AI industry moves and the entertainment-as-news paradigm.Cerebral Valley Show is a biweekly AI podcast covering the biggest stories in artificial intelligence, startups, venture capital, OpenAI, Anthropic, Apple, and the future of technology.
30 Mar 2026
OpenAI Killed Sora, Apple’s Odds Improve, Anthropic Projections & a YC Startup Draft | Cerebral Valley Show
OpenAI killed Sora, Apple rebooted Siri, and we closed the episode by drafting our favorite YC AI startups.This week on Cerebral Valley Show, the guys break down OpenAI’s shift away from side projects, debate whether Apple’s Siri reboot is the start of a real AI comeback, and unpack the growing questions around Anthropic’s revenue growth. They also talk Harvey, vibe coding, the future of SaaS, and close with a Y Combinator startup draft.Cerebral Valley Show is a biweekly AI podcast covering the biggest stories in artificial intelligence, startups, venture capital, OpenAI, Anthropic, Apple, and the future of technology.
18 Mar 2026
xAI Wasn’t Built Right — And the Giga F*cked List Was Brutal | Cerebral Valley Show
In this episode of Cerebral Valley Show, Eric Newcomer, Max Child, and James Wilsterman break down the latest AI and tech news, including Meta’s rough stretch, xAI’s ongoing chaos, Cursor’s momentum, and Sam Altman’s comments about intelligence becoming a metered utility. They also debate which AI companies are actually winning right now, react to the viral “giga fucked” SaaS list, talk consumer AI, and introduce a new segment: the Cerebral Valley AI Power Rankings. Cerebral Valley Show is a biweekly AI podcast covering the biggest stories in artificial intelligence, venture capital, startups, and the future of technology — with strong opinions, recurring games, and a little structured chaos. Subscribe for more conversations on AI news, OpenAI, Anthropic, Google, Meta, xAI, Cursor, Nvidia, consumer AI, and the companies shaping what comes next.
2 Mar 2026
The Citrini Substack That Crashed the Market. Plus: SaaSpocalypse Now—Buy Sell Hold Game | Cerebral Valley Show
A single Substack post imagined an AI-driven economic collapse in 2028, and markets actually reacted.In this episode, we break down how Citrini Research’s viral Global Intelligence Crisis report rattled SaaS stocks and reignited the AI apocalypse narrative. We debate whether AI agents actually threaten companies like DoorDash and Salesforce, or if the SaaS extinction thesis is overblown.We also unpack the Mexico government data breach involving Claude, the Pentagon’s push for expanded AI access, and Sam Altman’s viral claim that humans use more energy than AI. Plus Nvidia earnings, nuclear war simulations, and a Buy Sell Hold on the most vulnerable AI era stocks.Cerebral Valley Show is a biweekly AI podcast hosted by journalist Eric Newcomer alongside founders Max Child and James Wilsterman, breaking down the biggest stories in AI and venture with strong opinions and structured chaos.New episodes every two weeks.
20 Feb 2026
Claude Lost, But Anthropic Won | Cerebral Valley Show
In this episode, we debate whether Claude’s Super Bowl ad backfired and why Anthropic’s $380 billion valuation might tell a very different story. We dig into the sudden rise of coding agents like Codex and Claude Code, and whether “vibe coding” marks a real shift in how software gets built. We unpack the leadership exodus at Elon Musk’s xAI, the spread of AI-generated internet “slop,” and the increasingly blurry line between what’s real and what’s synthetic online. And we close by asking the bigger question: are we already drifting into an AI dystopia — or is this just the beginning?
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