AI Companies Still Haven’t Delivered on Their Biggest Promises

NLW dissects Anthropic CEO Dario Amodei's rare public statement that AI companies have yet to deliver on their promises, and that marketing cannot replace real results. The episode examines headlines including ZAI's GLM 5.3 release, Anthropic's decision to keep a powerful model internal, and speculation about a $2 trillion Anthropic IPO, framing the broader question of whether the AI industry will prove its value.