Karpathy joins Anthropic on the same day it posts AI's first profitable quarter at $44B ARR; compute shortages, not demand, cap growth. NVIDIA hit $81.6B in revenue while Google I/O dropped Gemini 3.5 Flash — a big week for AI infrastructure.

Source episodes:

- RGB TVs, OLED and the TVs you should buy today (The Engadget Podcast) https://audio3.redcircle.com/episodes/1ba49ebf-e4d5-4957-bb9a-feb4637951a0/stream.mp3

- Anthropic Just Reset AI Expectations (The AI Daily Brief) https://anchor.fm/s/f7cac464/podcast/play/120356802/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-4-21%2F424645081-44100-2-d0251bcbe7ab1.mp3

- Google I/O 2026, Karpathy Joins Anthropic, and Cerebras' $95B IPO | EP #256 (Moonshots) https://traffic.megaphone.fm/DVVTS5633468167.mp3

- The Thing GPT and Claude Quietly Drop in Every Conversation (Matt Maher) https://www.youtube.com/watch?v=O3ALG38xEDU