00:00:00 Market Overview

00:26:30 AI Bubble

00:32:50 Coreweave

00:42:00 Anthropic IPO

00:57:00 CXMT

01:09:20 Nebius

Spotify

https://open.spotify.com/episode/0EwgdOqDPqirDafcXJgAkR?si=gqfU783WSrCkqXm3QKCj0A

YouTube

https://openyoutu.be/6y0twSPBHE4

Apple Podcasts

https://podcasts.apple.com/de/podcast/169-nebius-anthropic-b%C3%B6rsengang-coreweave-cxmt-ki-blase/id1695869891?i=1000797408517

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