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The Spending Shift, Model Mayhem, and Wrong on Warsh? 7/31/26
The bullish case for the AI capex spenders, rather than the receivers. Cybersecurity expert Ivan Tsarynny’s AI warning after Anthropic discloses three of its models breached their testing environments. Plus, Brookings’ R...
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The Spending Shift, Model Mayhem, and Wrong on Warsh? 7/31/26 is an episode from The Exchange by CNBC. The bullish case for the AI capex spenders, rather than the receivers. Cybersecurity expert Ivan Tsarynny’s AI warning after Anthropic di...
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Published Jul 31, 2026, 00:43:29 long, audio available.
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