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The Bear Case for SpaceX at $1.75T | Karpathy Joins Anthropic | Cursor vs Codex vs Claude Code | Codex Builds an ERP in 7 Hours | Why Ozempic Is $20 in China | EP14

Explore episode May 22, 2026

When Karpathy joined them, I was like — now this is probably the most bullish case for Anthropic that I would have. He must know something I don't.

Dr. Dan

The Bear Case for SpaceX at $1.75T | Ka…

Where this was said

Andrej Karpathy Joins Anthropic: What It Means

At 29:20 · chapter starts 28:00

Technology

Karpathy Joins Anthropic: The Most Bullish Signal Possible

The Bear Case for SpaceX at $1.75T | Karpathy Joins Anthrop… · May 22, 2026 Technology

Dan had dismissed Anthropic as marketing over substance. Then Andrej Karpathy — an OpenAI founding member — joined as an R&D researcher. Dan's take: Karpathy must know something the rest of us don't. One hire flipped the entire bull case.

In my experience, actually working with these models a lot, Anthropic is mostly hype and marketing and not so much research products and technical edge.

Dr. Dan

The Bear Case for SpaceX at $1.75T | Ka…

Claude Code forcibly adds itself as a collaborator on your commits even when you tell it not to. So that is one.

Dr. Dan

The Bear Case for SpaceX at $1.75T | Ka…

Technology

Microsoft canceled Claude Code licenses

The Bear Case for SpaceX at $1.75T | Karpathy Joins Anthrop… · May 22, 2026

Microsoft canceled its internal Claude Code licenses after token-based billing made the cost untenable, signaling the economics of frontier model subscriptions are breaking.

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