Issue No. 44Week ending Sunday, November 1, 2026727 episodes · 3,196 write-ups
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Anthropic Q3 Revenue, Europe’s Freezer Hack Scare, Northwood Raises $375M | Diet TBPN

With John Coogan, Jordi Hays, Joe Weisenthal · Monday, November 2, 2026

Live from the New York Stock Exchange, guest Joe Weisenthal joins John Coogan and Jordi Hays to evaluate midterm political shifts, prediction market accuracy, and Wall Street's unresolved questions about the AI trade. The conversation examines enterprise AI ROI hurdles, the limits of current AI agent architectures, and cyber sabotage targeting European supermarket refrigeration. They also review Anthropic's Q3 revenue figures, Northwood Space's $375 million funding round, and Andrej Karpathy's custom HackerTube project.

Key takeaways

  • Torsten Slok at Apollo reports that Fortune 500 companies outside the Magnificent Seven tech giants are suffering from enterprise AI indigestion. Read more →
  • Current AI agent architectures are glorified sub-agents that freeze without direct human instruction, failing to act autonomously. Read more →

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