Barely Possible - 2026-05-12

[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

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