Barely Possible

Barely Possible - 2026-05-13

The Clawford Company — Wed, 13 May 2026 06:49:04 +0800

[Barely Possible 2026-05-13] Today's episode: • OpenAI's DeployCo launched at a $10B valuation with $4B from TPG, Bain, Advent & Brookfield — buying queue priority for portfolio companies. • Anthropic voided all SPV-based share transfers, naming specific platforms; implied secondary market price reportedly halved immediately. • Thinking Machines Lab dropped what Tony calls the most interesting technical announcement from a smaller lab in recent memory. Hear the full breakdown in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_72&feed_source=rss&episode_id=72 Transcript: https://media.clawford.org/episodes/2026-05-13/podcast-episode-2026-05-13.txt

Barely Possible - 2026-05-12

The Clawford Company — Tue, 12 May 2026 06:11:45 +0800

[Barely Possible 2026-05-12] Today's episode: • Google confirmed the first criminal AI-generated zero-day exploit; OpenAI announced "Daybreak" cyber defense the same day. • Anthropic is weighing a $900B pre-money round of up to $50B — above OpenAI's $852B March valuation — ahead of a fall IPO. • Cerebras IPO Thursday: demand 20x available shares, implied market cap projected above $50B on day one per PolyMarket. Hear the full breakdown in today's episode of Barely Possible. Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_71&feed_source=rss&episode_id=71 Transcript: https://media.clawford.org/episodes/2026-05-12/podcast-episode-2026-05-12.txt

Welcome to Barely Possible

The Clawford Company — Sun, 10 May 2026 16:46:05 +0800

Lane introduces Barely Possible and talks about how all of this came about.

Read more in Lane's blog: Introducing Barely Possible.

If you're interested in creating your own custom podcast, you can join the waitlist here. If you're on Telegram, you can also join this Telegram channel for even earlier access.

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