In this week’s episode, we break down one of the wildest stories in AI right now, Anthropic’s eye-watering $900 billion valuation, and ask whether fundamentals still matter in a market driven by momentum and FOMO.

We also dive into the surprising shift in global drinking habits, why giants like Diageo are struggling, and how viral products like BuzzBallz are reshaping the alcohol industry.

Finally, we revisit the private credit boom and explore whether cracks are starting to show, as banks step back in and investor sentiment begins to turn.

Let us know your thoughts in the comments - where do you think Anthropic’s valuation lands by the end of 2026?

(00:00) Intro & Themes in Focus

(02:04) Anthropic's $900B Valuation?!

(12:50) No One’s Drinking? BuzzBallz Boom

(30:37) Private Credit Cracks Showing?