Meta's AI Bet Gets Expensive, AI Fund Sells Portfolio After Drop & PwC's Fake AI Citations

Episode notes

July 30, 2026: I look at Mark Zuckerberg's argument that AI superintelligence should be for everybody, and why Meta's falling operating margin and massive AI spending tell a more complicated story. Then I get into Leopold Aschenbrenner's AI hedge fund selling its public portfolio to Citadel after a brutal reversal in AI infrastructure stocks. Finally, I unpack the Financial Times report on PwC publishing fake AI citations and why fabricated sources may become one of the biggest credibility risks in the AI era.

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• The AI Productivity Paradox and the Real Question Behind Adam Grant's Research on Return-to-Office Mandates63 / 100
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