Adam and Adir unpack the strange economics of AI, with OpenAI burning billions, Anthropic claiming explosive growth, and investors still trying to work out where the real profits will come from. They also dig into Temple & Webster’s brutal share price collapse, the limits of its retail model, and why even strong operators can struggle inside a brutally hard business.
00:00 - OpenAI, Anthropic and The AI Money Problem
14:39 - Temple & Webster Gets Whacked
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