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Anthropic made Opus dumber (73% Drop), Claude Code Hits $2.5B ARR & Tesla AI5 | God Mode Pod EP09

Explore episode Apr 18, 2026

History doesn't repeat itself, but it definitely does rhyme.

Ben

Anthropic made Opus dumber (73% Drop), …

Where this was said

Allbirds 910% AI Pivot: Peak Frothiness and Meme Stock Warning

At 1:02:56 · chapter starts 1:00:00

Business

Allbirds 910% in a Day: Peak AI Frothiness Has Arrived

Anthropic made Opus dumber (73% Drop), Claude Code Hits $2.… · Apr 18, 2026 Business

Allbirds stock surged 910% in one day on an AI pivot announcement — for a company that was selling all assets for $39M and was weeks from Nasdaq delisting. Ben draws a direct line to the 2017 Long Island Iced Tea blockchain pump. History rhymes.

Business

Allbirds up 910% in one day

Anthropic made Opus dumber (73% Drop), Claude Code Hits $2.… · Apr 18, 2026

Allbirds stock surged 910% in a single day, adding $143 million in market cap, after the near-bankrupt shoe company announced an AI pivot — echoing Long Island Iced Tea's 380% blockchain-name pump in 2017.

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