Anthropic’s IPO, Shenzhen’s End of the World’s Factory & the Agent That Puts Your Energy Company on Hold
For once, it’s the energy company stuck on hold, and your AI agent is the one keeping them waiting. Meanwhile, Anthropic prepares the IPO of the year with AI agents already outworking its employees six to one, and Shenzhen is quietly done being the world’s factory. Steven Van Belleghem, Peter Hinssen and Pascal Coppens bring back fresh insights from Silicon Valley and China, review the two AI books everyone should read right now, and ask the question on every investor’s mind: is the AI bubble finally bursting? In this episode, they cover: 🟡 The 48-Hour Advantage: Why a tech lead in San Francisco now lasts two days, and why brand is the only moat left in a world of AI. 🟡 The End of the World’s Factory: How Shenzhen is moving from building other people’s products to selling design, engineering, hardware and AI as one package. 🟡 From Centaur to Cyborg to Conjurer: Ethan Mollick’s Co-Existence on how AI went from four-minute tasks to seventeen-hour tasks in just two years. 🟡 Teach Both, Test Both: Daniel Susskind’s answer to the number one question parents ask, “What should my children do?” 🟡 The Agent Economy: How Instinct forced Meta to launch Muse, why Amazon is blocking it, and why telcos, energy providers and banks should be nervous. 🟡 Anthropic Goes Public: $16 billion in revenue, an $80 billion loss, 94 pages of risk factors, and a company where human attention is the main bottleneck. 🟡 Bubble Trouble: Why the AI bubble may be bursting in both the US and China, and why Silicon Valley expects a spectacular rebound. (00:00:00) Intro & Steven’s New Book Deep Loyalty (00:02:10) KLM’s Cheese Sandwich Riot: Why Killing Rituals Kills Loyalty (00:05:57) Silicon Valley Tour: The 48-Hour Advantage & Ultra Capitalism in VC (00:18:00) Shenzhen and the End of the World’s Factory (00:27:09) Ethan Mollick’s Co-Existence: From Centaur to Conjurer (00:35:00) Daniel Susskind: What Should My Children Do? (00:39:52) Inside Shenzhen’s Robo Valley: When Will Humanoids Do Our Chores? (00:48:11) Instinct, Muse & the Agent That Puts Your Energy Company on Hold (00:59:34) Anthropic’s IPO: Agents Outworking Humans Six to One (01:09:48) Is the AI Bubble Bursting? (01:14:14) Outro






