SpaceX filed the biggest IPO in history. Andrej Karpathy left OpenAI for Anthropic. And the AI coding wars got brutal: Cursor vs Codex vs Claude Code, the SaaSpocalypse, plus a full Ozempic breakdown.

Episode 14 with guest Dr Dan (ex-Google, now a master vibe coder building OmniHarness.dev). Rik, Ben and Dan go deep on the $1.75 trillion SpaceX IPO and the plan to acquire Cursor, why Karpathy joining Anthropic flipped the script, whether B2B SaaS is already a one-click clone, and the real economics behind every AI coding subscription. Then a full breakdown of retatrutide, semaglutide and the peptide wave: why Ozempic is $20 from China and $400 everywhere else.

Nothing here is financial or medical advice.

CHAPTERS

00:00 Cold open + who's on the show (Dr Dan, ex-Google)

02:50 SpaceX files the biggest IPO in history ($1.75T)

05:00 Data centers in space & Elon's master narrative

09:45 SpaceX wants Cursor: does Cursor have a moat?

14:00 Codex built an app in 7 hours while he slept

17:00 He fired 18 people & cloned a $34k SaaS from a call

19:00 Does Google copy your app? (Theo)

20:00 OpenAI's $2M-per-YC-startup playbook

25:30 Memory is the real AI lock-in

27:30 Karpathy joins Anthropic: is it "all hype"?

31:00 You don't need frontier models (and the subsidy game)

38:30 Meta layoffs & the fast-fashion software era

40:00 The SaaSpocalypse: every company becomes a software company

43:30 The counter: mom-and-pops won't vibe code

48:00 Inside China: a "side hustle" is a 40-person factory

51:30 Retatrutide & the Pokémon evolution of Ozempic

1:00:30 Why Ozempic is $20 from China (the loophole)

1:02:00 Are peptides just placebo? + the washing-machine take

1:05:30 Outro

HOSTS

Rik — x.com/rikventure

Ben Broch — x.com/brochchain

Guest: Dr Dan — OmniHarness.dev

Watch on YouTube: https://www.youtube.com/@godmodepod

Newsletter: https://godmodepod.substack.com/

New episodes every Saturday.

Anthropic beat OpenAI on business adoption, xAI launched Grok Build, and Rik cancelled his $100 Claude plan on air. The AI news that actually matters for vibe coders, AI builders and indie hackers — God Mode Pod EP13, with Rik, Ben and guest Matt.

In this episode:

- Why Rik cancelled his $100 Claude Max plan and split the spend four ways

- Ben reframes the viral "AI bubble" chart — one coder burns 100x the tokens of a casual ChatGPT user

- Anthropic beats OpenAI on business adoption for the first time

- The /goals feature: Codex sold 200 items in 4 days from a single instruction

- HTML is the new Markdown — Rik's sold, Matt's skeptical

- Anthropic's June 15 credit change and the $7,500-vs-$200 lock-in

- Grok Build: xAI finally enters the coding-agent race

- Matt's "don't check" tip that speeds up Codex and Claude Code

Chapters:

00:00 Cold open

00:35 Three vibe coders, one podcast (Matt joins)

01:30 Is AI video editing finally close?

03:50 The AI super cycle + the conglomerate called Elon

08:00 Inside Amazon's robot warehouses

09:30 The AI echo chamber: the one red dot

14:00 AI therapists, the sleeper use case

18:30 Anthropic beats OpenAI on business adoption

21:00 Cursor vs Claude Code: the harness wars

29:35 Why Rik cancelled his $100 Claude plan

33:30 HTML is the new Markdown

40:30 /goals: agents that don't stop

49:30 Anthropic's credit clampdown + the monopoly question

55:30 Grok Build: xAI enters the ring

01:02:00 Voice cloning gets weird

01:04:30 Notion opens up + Peter Levels' cheap stack

01:19:30 Who builds the AI video editor?

01:25:30 Google Book, space data centers & Clicky

01:33:30 The China trip + Elon meme mode

01:37:00 Outro

God Mode Pod — three builders breaking down the AI news that matters, every Saturday.

Watch on YouTube: https://youtube.com/@godmodepod

Newsletter: https://godmodepod.substack.com/

Hosts:

Rik — x.com/rikventure

Ben Broch — x.com/brochchain

Guest: Matt -- x.com/MattPenny99

Anthropic just shook hands with SpaceX. Codex now has 100x more downloads than Claude Code. Anthropic stacked $380 billion in compute and 10% of America's data center capacity in one week.

The agent layer is winning. Codex 46M downloads vs Claude Code 491K. Anthropic + SpaceX partnership doubles rate limits with multi-gigawatt orbital compute on the roadmap. Code with Claude 2026 ships Dreaming + multi-agent orchestration — every announcement was platform, not model. Friend of the pod Alan from the Philippines joins to break down Hermes vs OpenClaw (Honda vs Ferrari, credit Gary Tan). Luca calls PrintingPress.dev "the new WordPress." Apple iOS 27 picks Claude + Gemini, OpenAI nowhere on the list. Google Fitbit Air drops at $99 one-time vs Whoop's $260/year. Neuralink hits 21 people typing 40 wpm with their thoughts. And the closer: Ryan Cohen's "half cash, half stock" CNBC interview — the most engineered viral moment in business of 2026.

Three builders. Weekly AI news. No fluff.

The big thesis: compute won the lab war. Agents are about to win the app war.

If you're building anything in 2026, the question isn't "is SaaS dead" — it's who builds the Hermes for everyone else?

🎙️ Hosts:
Rik — x.com/rikventure
Ben Broch — x.com/brochchain
Luca Arrigo — x.com/LucaArrigo_

Watch on YouTube → https://youtube.com/@godmodepod
Substack → https://godmodepod.substack.com/

This was the week Cursor beat Anthropic at running Anthropic's own model.

The third-party harness extracts more performance from Opus 4.7 than Claude Code does. Codex ate Claude Code with HeyGen and browser baked in. Grok 4.3 dropped at one-quarter OpenAI's pricing. GitHub Copilot moved to usage-based billing. Anthropic shipped Claude Security and Cursor cloned it in two hours flat. Stripe Treasury launched with Stripe MCP — the financial wallet for AI agents. SpaceX board approved Elon's $7.5T pay package with a 100 terawatt compute clause and a 1-million-person Mars colony clause. And the Department of War named its seven AI partners on Friday morning — Anthropic was notably excluded.

Three builders. Weekly AI news. No fluff.

The big thesis: the abstraction layer is eating the lab. Crypto already ran this movie — Phantom prints, Solana doesn't. AI is the remake.

🎙️ Hosts:
Rik — x.com/rikventure
Ben Broch — x.com/brochchain
Luca Arrigo — x.com/LucaArrigo_

Watch on YouTube → https://youtube.com/@godmodepod
Substack → https://godmodepod.substack.com/

This was the wildest seven days of AI news in 2026 — and we covered all of it.

Anthropic finally admitted what builders had been saying for six weeks: Claude got dumber. They confirmed three product-layer bugs stacked on top of each other from March 4th to April 16th. Default reasoning silently dropped from "high" to "medium." A caching bug killed idle session thinking. A system prompt told Claude to keep responses under 100 words, truncating reasoning chains across the entire product. None of it was a model change. All of it was scaffolding.

Then GPT 5.5 dropped — better benchmarks than Opus 4.7, faster, co-designed with NVIDIA on 100,000 Blackwell GPUs. But the number nobody put on the slide: 86% hallucination rate. Up from 52% on Opus 4.7. Way up from Grok at 17%. The benchmark race is the wrong race.

Plus: SpaceX got a $60B call option to buy Cursor — the world's largest call option, structured as a talent grab to replace Elon's burned XAI founding team. Naval launched USVC, opening late-stage AI venture exposure to retail at $500. Ben breaks down the 30:1 valuation pattern showing up across the entire AI sector — Scale AI, Cursor, Anthropic, every single one priced at the same multiple. And a guy made $34,000 betting on Paris weather by driving to the weather station with a hairdryer.

Three builders. Weekly AI news. No fluff.

⏱️ CHAPTERS

00:00 Cold open — gateway drug + 86% hallucination + compute thesis
02:30 Anthropic apologizes — three stacked Claude bugs explained
11:30 Spoon-feeding theory + Claude as gateway drug
19:00 90% of my week in Claude desktop — Anthropic's everything app
20:45 Provider or software? Anthropic must pick
23:00 No world where compute goes unused — Ben's bubble counter
26:42 Coding is a circular reference — the AGI flywheel
29:00 Domino theory of the AI bubble
32:11 SpaceX $60B Cursor deal — talent grab, not software
32:28 The 30:1 rule of AI valuations
41:53 GPT 5.5 hallucinates 86%
45:24 OpenAI exec exodus — $500M unvested equity
52:31 Is Claude becoming a verb?
58:00 Naval drops USVC — retail venture for $500
1:08:24 Xpeng flying cars 7,000 pre-orders
1:11:00 Polymarket gets hacked with a hairdryer
1:11:13 Luca's 2040 mountain hut vibe-code future
1:15:40 Polymarket isn't trustless

🎙️ HOSTS

Rik — x.com/rikventure
Ben Broch — x.com/brochchain
Luca Arrigo — x.com/LucaArrigo_

Listen on Spotify → https://open.spotify.com/show/0ZBhl5IVFa8wZPvIKNTkRP
Apple Podcasts → https://podcasts.apple.com/us/podcast/god-mode-podcast/id1883959580
Substack → https://godmodepod.substack.com/

Anthropic pre-IPO hit $900B. Claude Code crossed $2.5B ARR in nine months — the fastest B2B growth ever recorded. And your Claude Opus didn't get dumber — Anthropic quietly nerfed it (73% drop in reasoning depth across 7,000 sessions).

This week on God Mode Pod: Rik, Ben, and Luca break down the three-week Anthropic news dump — the Tesla vs NVIDIA playbook debate, the Opus reasoning rollback, the desktop Claude Code redesign, and whether IDEs will actually be dead by end of year.

Plus: Tesla AI5 tapes out (2,500 TOPS, 17x jump from 2019). The OpenAI CRO memo leak. Luca's antitrust prediction. A 24-year-old ex-OpenAI researcher who turned a $254M fund into $5.5B in one year. Allbirds pivoting to AI compute for a 910% single-session run. And the best builder story of the week — a pool postcard AI agent that's already making money.

Three builders. One hour. Everything that mattered in AI this week.

New episode every Saturday.

Anthropic has a secret weapon. It's called Mythos — and it just scored 78 on a coding benchmark where GPT-5.4 scored 58. That's not a generational jump. That's a different architecture entirely.

In EP 08, Rik, Ben, and Luca unpack the leak of the year, Jensen Huang's $500k token rule, and why Google might actually be the company quietly winning the AI race — while Anthropic's compute constraints start to bite.

In this episode:

• Mythos is real — and it found a 27-year-old bug in OpenBSD

• Anthropic killed OAuth overnight — OpenClaw users got an 8pm eviction

• Opus advises, Sonnet executes — the cost-efficient way to use Claude

• Jensen's $500k token rule + Meta leaderboards

• Gemma 4: 20% → 89% on math in one release

• Luca's big question: "Cure diseases with compute, or make memes?"

• Why being the leader in AI users might actually hurt Anthropic

Plus: the Malta founder retreat. 6 spots. Builders only.

🏝 Apply → https://basecampgozo.com/

📬 Newsletter → https://godmodepod.substack.com/

🎥 YouTube → https://www.youtube.com/@godmodepod

God Mode Pod is a weekly show about what's actually happening in AI — hosted by three builders who use these tools every day, not people watching from the sidelines.

Gonçalo Hall built the first digital nomad village in the world — 20 people in February 2021, 25,000 by end of year. Now he's doing it again, on a Caribbean island almost nobody has heard of.

Roatan is 2 hours from Miami. It's home to Prospera — a free economic zone where gene therapy is legal, companies register in minutes, and you can get physical tax residency for $5,000/year with just 7 days on-island required. Brian Johnson has been there. The Kardashians went. A company just won a $1M Thiel Award for stem cell research there.

In this episode we go deep on:
→ How Prospera's ZEDA law actually works (and what makes it unlike anything else on Earth)
→ The $11 billion lawsuit Prospera had to file against the Honduran government — and how they won
→ Why 5,000 free economic zones exist but only 3 are actually successful
→ Gonçalo's full community-building playbook (20 → 25,000 in 3 months)
→ The identity crisis that made him call himself a "Destination Architect"
→ Self-knowledge, ADHD as a superpower, and why you should work like a lion — not a cow

Gonçalo is the first official guest on the GodMode Pod. This one goes deep.

🎙️ Guest: Gonçalo Hall — Destination Architect, CEO Roatan Tourist Bureau
👤 Hosts: Rik Eerdekens & Luca Arrigo

00:00 Cold open — Radical honesty
00:37 Intro — Meet Gonçalo Hall
01:08 What is Roatan? The Caribbean's secret island
03:16 Prospera: where gene therapy is legal
07:01 Is Roatan ready for digital nomads?
07:15 The communities already inside Prospera
09:12 Roatan vs Prospera vs Infinita — how it's structured
10:30 Layer 1, 2, 3: built like a blockchain
11:23 $5k/year residency — 7 days on-island required
12:29 AI + biotech = the perfect storm for Roatan
15:21 Gonçalo's AI hub vision for Roatan
17:08 Edge City, Zuzalu & the pop-up city movement
18:10 The vision: a permanent Zuzalu
19:37 The $11B lawsuit vs the Honduras government
22:15 Exponential company growth since 2022
23:09 The Dubai parallel — how hubs actually form
24:00 Prospera as an OS for any country
26:44 Are there other free economic zones?
26:53 5,000 free zones — only 3 work
27:49 What Honduras got uniquely right
28:56 Who actually runs free economic zones?
29:02 Dubai's hub strategy — specialized zones
29:44 Why Malta should have a free zone
29:55 Free business idea: genome sequencing franchise
32:43 The marketing gap across 5,000 zones
33:24 Community IS the marketing strategy
35:57 Zanzibar & AI agents with bank accounts
37:58 What's your playbook for building communities?
38:11 The Seth Godin tribes framework in practice
42:08 "I had an identity crisis" — the origin of Destination Architect
46:27 Why nobody else has done what Gonçalo does
49:31 The Bansko model: bottom-up, no government needed
50:59 Going West — the oldest entrepreneurial play
51:33 Why Madeira actually worked (the perfect storm)
53:32 Malta is having a moment
54:17 Life design & self-knowledge
55:23 Self-knowledge is the operating system
57:00 ADHD as a superpower
58:25 The ideal destination checklist
01:01:00 "I decided to be less happy for a year"
01:01:31 Does every nomad have ADHD?
01:01:46 Work like a lion, not a cow
01:03:28 Outro

Episode 6 of the God Mode Pod — holiday edition. Rik's in the mountains, Ben's somewhere in North Africa, and Luca just got off the slopes. We're still here though.

This week: AI content is going parabolic, OpenAI shut down Sora (and lost a $1B Disney deal), Elon announced a chip factory 50x the size of TSMC, ElevenLabs just got disrupted, a GitLab founder cured his own cancer with AI, and Anthropic has a secret model called Claude Mythos.

We get into all of it.

Hosted by Rik, Ben & Luca

00:00 Cold Open
00:42 Welcome to Episode 6 - Holiday Edition
01:30 AI Content Is Going Parabolic (Elon's Chart)
06:17 OpenAI Kills Sora - Disney's $1B Deal Is Dead
10:03 Deep Research Is the Most Expensive Thing OpenAI Runs
13:59 Google's Compute Crisis & Why Gemini Keeps Crashing
16:00 Elon's TerraFab: 50x the Capacity of TSMC
20:47 ElevenLabs Disrupted by Mistral & Google Gemini Live
25:19 Open Source Memory Layer - Save 90% on Tokens
28:39 Google TurboQuant: 6x Memory Compression, Zero Accuracy Loss
31:55 GitLab Founder Cures His Own Cancer With AI
35:39 Claude Mythos: Anthropic's Hidden Model Leaked
38:41 Predictions
41:43 Outro

Nothing in this podcast is financial or medical advice. We're just three guys talking about AI.

Naval's tweet hit different this week: "Coding an app is the new starting a podcast." We are three guys who just started a podcast and code all day. Felt personal.

Episode 5 covers Travis Kalanick's new company Adams and his bits-to-atoms theory of the physical world, the SaaS apocalypse ($830 billion wiped in six days), Google Stitch threatening Figma's existence, Stripe launching agent-to-agent payments, MiniMax releasing a model that trained itself, Replit raising $400 million at a $9 billion valuation, Karpathy scoring every US job on AI replacement risk, and one guy who cured his dog's cancer using ChatGPT and $3,000.

We also get into capital as a weapon, the Claude usage doubling window, Luca's Maltese legal tech app hitting 1,000 signups, and whether oil fear is replacing AI fear in the markets.

Rik hosts from the mountains. Ben is building four products at once. Luca is digitising Maltese court documents and loving it.

00:00 Intro + Naval's "Coding is the new podcast" tweet

01:00 Ben's viral token usage and Anthropic doubles Claude limits

03:32 Luca's Maltese legal app: 1,000 signups, 50 paid subscribers

05:08 Replit vs other vibe coding tools

06:11 Travis Kalanick: "If it's easy, it's not valuable"

07:58 Travis Kalanick's new company: Atoms (the bits to atoms analogy)

13:00 Capital as a weapon: Uber, ChatGPT and subsidised growth

15:14 The SaaS Apocalypse: $830 billion wiped in 6 days

23:31 Google Stitch drops and Figma falls 8% in a day

27:25 Stripe MPC: agents paying agents

31:50 MiniMax M2.7: a model that trained itself 100 rounds with no humans

35:48 Man cures his dog's cancer with ChatGPT for $3,000

40:48 Karpathy scores every US job on AI replacement risk

44:00 Replit raises $400M at a $9 billion valuation

51:14 Luca's $350/month Replit bill, live on air

55:37 Predictions: robot tennis and NemoClaw

59:36 Oil fear vs AI fear, gas in Libya and what comes next

1:02:35 Outro