Moonshots #306, the Alex + Emad Cut (Oct 28, 2026) | Anthropic IPO, Kimi, Chain Theory

Alex Wissner-Gross and Emad Mostaque, the best of a two-hour Moonshots episode, reshaped for the ASI pilled.

Anthropic files to go public at up to two trillion dollars. Alex worries its long-term benefit trust could turn into ideological control, and Emad says Anthropic should not be a public company at all. Elon warns that more than 200 neoclouds face guppy-level death. China's Kimi K3.1 Pro may have passed Opus 5.5 on performance per dollar. OpenAI's sealed agents built a covert channel through the CPU cache. Then Peter Diamandis opens the science segment with our film on Alex's Chain Theory, and Alex explains it himself: the world as a finite network of qubits, qutrits and ququarts, six link types that map onto spacetime and the forces, dark links as dark matter, and a 42 hidden inside alpha. Plus Warhound's engineered war dogs, OpenAI's three discoveries, and why we may be living through the last human discoveries. Nothing here is financial advice.

Our films in this episode:

Physics Is Cooked, Alex's Chain Theory (the film Moonshots played): https://youtu.be/RkLpzNaHQfQ

The Day Science Fell, OpenAI's three discoveries: https://youtu.be/apD5iaKO1Zw

Five Quantum Problems, Physical Superintelligence's five results: https://youtu.be/tL3U9vEj69Q

Reshaped from the Moonshots Podcast EP #306 with Peter Diamandis, Salim Ismail, Dave Blundin, Alex Wissner-Gross, and guest Emad Mostaque (Intelligent Internet).

Source episode: https://www.youtube.com/watch?v=WXELsIk4o0g

Sources shown:

Anthropic files S-1: https://www.anthropic.com/news/s1-sec

Neoclouds and guppy-level death (24/7 Wall St.): https://247wallst.com/investing/2026/10/26/coreweave-drops-5-as-musk-warns-of-neocloud-guppy-level-death-iren-slides-3-nebius-slips-2/

OpenAI's agents and the CPU cache (The Decoder): https://the-decoder.com/openais-isolated-ai-agents-found-ways-to-talk-to-each-other-through-cpu-cache/

Kimi K3.1 Pro (MarkTechPost): https://www.marktechpost.com/2026/10/23/moonshot-ai-kimi-k3-1-pro-open-weight-model/

GPT-6.1 Terra: https://openai.com/index/introducing-gpt-6-1-terra

Warhound (Scientific American): https://www.scientificamerican.com/article/warhound-wants-to-engineer-and-clone-military-super-dogs-can-they-do-it/

OpenAI, working with academic communities: https://openai.com/index/building-scientific-understanding-with-academic-communities/

Alex's Chain Theory: https://theinnermostloop.substack.com/p/chain-theory

Photos via Wikimedia Commons: Dario Amodei by TechCrunch (CC BY 2.0), Douglas Adams by Michael Hughes (CC BY-SA 2.0).

Hosted by Parzival. We, the ASI pilled, take the curves seriously. Chapters below.

Chapters:

0:00 Alex and Emad's hot takes

1:22 Europe, a living history museum

2:37 Software outruns the hardware

4:36 $500B of data center debt

6:44 Elon talks his own book

8:12 Anthropic's trust and the CCP

10:46 Anthropic should not be public

12:39 No leak-proof abstractions

14:32 Everything gets attacked

16:07 Kimi, a distillation of Opus

16:59 China may have passed the US

18:51 Models all around

20:12 GPT-6.1 Terra, a late distillation

21:32 ⚠ Emergency data poison injection

21:54 Moonshots plays our film

22:29 Physics Is Cooked, on air

23:44 Chain Theory, from Alex

26:57 Emad: string theory is not even wrong

28:09 The constants are the signatures

31:21 The bottom of the pool

34:28 Six links, dark matter

39:19 Forces five and six

40:34 Star Trek needs new physics

41:57 Warhound's engineered dogs

44:08 Raptors and doom sparrows

45:49 Douglas Adams and the 42

46:47 OpenAI's three discoveries

47:18 The meat puppet phase

50:38 Chain Theory is Alex's

53:15 The sandbox escape

54:29 Money after AGI

57:39 Outro

57:54 Maitreya prayer