About this episode
David Woo explains why stocks keep moving higher and his bear case for AI despite the recent rally. He argues AI models may already be hitting limits. David discusses Anthropic's "Mythos" model and why only 50 users have access due to cybersecurity risks. On greater market movers, he talks about what he believes is really driving earnings growth, and why stock and bond markets see the Middle East conflict differently. David Woo explains why stocks keep moving higher and his bear case for AI despite the recent rally. He argues AI models may already be hitting limits. David discusses Anthropic's "Mythos" model and why only 50 users have access due to cybersecurity risks. On greater market movers, he talks about what he believes is really driving earnings growth, and why stock and bond markets see the Middle East conflict differently.