IPOs, Fable 5
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The US government has told Anthropic that Fable is off-limits to anyone who isn't American. Is it genuinely too dangerous, or the best marketing stunt since a deodorant advert convinced a generation of boys they'd be chased down the street? Duncan and Ollie work through it via Occam's razor, Aesop, and what the name "Fable" might have been trying to tell us all along.
Then SpaceX floats, goes up thirty percent, and starts selling the idea that your data centre belongs in orbit. We get into why cooling a computer in space is harder than anyone admits, why mining asteroids still doesn't add up, and why every tech IPO on earth is suddenly happening at once.
Bubble or business? You decide.
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