AI safety takes centre stage, Bending Spoons acquires Miro, iPhone Duo reactions

This episode connects three stories with longer-term consequences: the public framing of AI risk, a reset in SaaS valuations, and the search for a compelling reason to buy foldable phones.

AI safety needs testable stories, not only probabilities

The hosts argue that existential-risk discussion is becoming more visible, yet a headline probability of catastrophe neither persuades people nor supports a rigorous debate. They prefer explicit scenarios whose links can be examined or falsified. They also discuss Anthropic stopping biological research that it considered potentially dual-use, while saying it could not establish the users’ intent.

Miro and the SaaS-multiple test

Bending Spoons’ $1.79 billion acquisition of Miro is set against Miro’s prior $17.5 billion valuation. For the hosts, it is a reminder that revenue growth underpins software multiples even for established products. They also ask whether Bending Spoons is building a portfolio with bundling and cross-selling potential alongside Airtable, rather than simply operating standalone brands efficiently.

iPhone Duo: utility before novelty

The screen crease is not treated as the decisive issue. The more consequential questions are the format’s compromises for video, its multitasking value, and when a larger screen in a pocket is worth the premium. The device will need a durable place between a conventional phone and a tablet.

What to watch

• Labs are already claiming greater AI-assisted research automation, while measurable labour-market effects remain uncertain.
• Controls for potentially dual-use biological work are becoming a core operational capability for model providers.
• The Miro deal shows the downside of valuations that assume sustained growth before it arrives.
• Foldable-phone adoption will depend on repeated use cases, not merely technical spectacle.

Source

• Chaîne: TBPN
• Vidéo source: https://www.youtube.com/watch?v=qEAwF6oDiSA