Barely Possible - 2026-05-13

[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