AI Safety Timeline Takeover, Bending Spoons Acquires Miro, iPhone Duo Reactions | Diet TBPN

Summary

The hosts recap the AI safety media blitz and AI 2027 tracking, including Anthropic's bioweapon risk report and Josh Bach's extinction bet. They discuss Bending Spoons buying Miro at an 89% discount and Shopify's Tailwind acquisition as part of an AI software M&A wave. They also react to Apple's iPhone Duo foldable, debating crease, content aspect ratio, and adoption, and finish on late-night US Open scheduling complaints. The clearest market call is that SaaS revenue declines feared from AI have not shown up.

• AI safety figures push media coverage, with AI 2027 scenario tracking economic disruption and growing defense contracts.
• Anthropic reports blocking possible bioweapon research using its models.
• Bending Spoons acquires Miro for $1.79 billion, an 89% discount to its last round.
• Shopify acquires Tailwind, continuing AI software M&A.
• iPhone Duo reaction focuses on crease visibility, aspect ratio limits, and uncertain adoption mix.
• Late-night US Open match ending at 3:33 a.m. sparks scheduling criticism.
• SaaS apocalypse seen as canceled because revenue declines did not appear.