Anthropic Thinks GDP Will Grow 17% by 2030
Anthropic staff expect 17% GDP growth from AI by 2030. John Coogan explains why the real AI economy is already inside Walmart.
Elizabeth Holmes and Theranos, AI Data Center Forecast Jumps, Poppi’s Pepsi Deal | Diet TBPN
With John Coogan, Jordi Hays · Sunday, October 25, 2026
John Coogan and Jordi Hays review the discourse surrounding Elizabeth Holmes following new documentary coverage and examine why Theranos failed from an operational standpoint compared to real medical diagnostic companies. They also analyze SemiAnalysis bumping its 2027 AI data center capacity forecast to 50GW, Brett Adcock's Hark pizza giveaway backlash, Anthropic employees projecting 17% GDP growth, and PepsiCo's acquisition of Poppi where an earn-out payout collapsed from $300 million to $12 million.
Key takeaways
- Anthropic staff project artificial intelligence will handle 75% of work tasks by 2030 and push annual US GDP growth to 17.1%. Read more →
- Billy Evans attempted to secure back-end points on a movie deal to route family earnings away from Elizabeth Holmes's court-mandated investor restitution debt. Read more →
- Elizabeth Holmes failed primarily on operational execution. John Coogan argues that setting aside criminal fraud, Theranos was run with total slop and failed basic operational benchmarks. Read more →
3 articles from this episode
Theranos Reached $11B Without Holmes Selling a Share
Elizabeth Holmes held Theranos to an $11B valuation without taking cash out. John Coogan and Jordi Hays analyze the mechanics of secondary liquidation.
Elizabeth Holmes Was an Incompetent Founder
John Coogan explains why Elizabeth Holmes failed at basic execution, and why the TED Talk founder playbook breaks against hard regulations.
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