The Generative AI Meetup Podcast
Karpathy Joins Anthropic and the AI Compute Gold Rush
25 May 2026 1:39:57 Mark and Shashank
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About this episode
This week on AI Meta, we break down Andrej Karpathy’s move to Anthropic, Claude’s growing developer
mindshare, and why recursive self-improvement may be the next major frontier in AI. We also cover
Google’s latest Gemini announcements, Anthropic’s reported compute deal with xAI/SpaceX, the rise of
gray-market Claude API access in China, OpenAI’s ongoing drama, Cerebras, Nvidia, Intel, and Leopold
Aschenbrenner’s massive AI infrastructure bets.
Plus: SpaceX IPO speculation, Cursor, Grok, and why the AI economy increasingly looks like a global
casino. Not financial advice.
https://novacut.ai
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