The Death of the Web Is Inevitable

<p>Jess went full send on Muse and reports that about 70% of the use cases she was excited about have stopped working, because the internet is fighting back: Good Eggs now wants her to check out in the app, her kid&#39;s school portal refuses the login, and JP Morgan and Amazon are blocking agents outright. Dave&#39;s version is worse. Instinct booked a dinner reservation in LA instead of San Francisco, and he&#39;s out. Sam has seen this exact movie, because he and Andrew Kortina ran Fin ten years ago and shut it down once they worked out you become liable for every provider down the chain with no margin to cover your own mistakes. His call now is the death of the web, plus APIs that negotiate access back and forth like Hollywood agents. Meanwhile Anthropic is meeting investors behind closed doors while they tape, the market is getting hammered, and Brit&#39;s three years of hip pain vanished in six days on peptides, which Sam insists is placebo.</p><p><br></p><p>Interested in peptides? More or Less listeners 50% off their first month at NoHo Labs. Use code: MOREORLESSVIP on https://noholabs.com/</p><p><br></p><p>Timestamps:</p><p>01:09 Jess Is Back, Dave&#39;s Birthday, and the October Cold</p><p>03:04 Nasal Rinses and Fall Immunity</p><p>04:02 Brit&#39;s Peptide Results: Three Years of Pain Gone in Six Days</p><p>06:43 Anthropic Is Meeting Investors While We Tape</p><p>07:34 The Market Is Getting Hammered: VIX, Private Credit, Apollo</p><p>08:16 Infrastructure IPOs Stall and Nvidia Becomes the Last Investor</p><p>10:01 Slowing Revenue, CFOs Cracking Down, Tokens Moving to Open Models</p><p>10:36 Sam: Would You Rather Be Rich or Right?</p><p>11:11 The Models Are a Commodity and There Is No Lock-In</p><p>12:15 Brit Won&#39;t Give Muse Her Whole Computer</p><p>13:41 Why Sam Trusts Meta More Than OpenAI or Anthropic</p><p>15:16 Jess: 70% of My Muse Use Cases Don&#39;t Work Anymore</p><p>16:54 Dave: Instinct Booked the Restaurant in the Wrong City</p><p>18:18 Sam on Fin, the Assistant Company He Ran Ten Years Ago</p><p>20:30 Why the Economics of Mistakes Break Agent Services</p><p>22:31 Sam: What&#39;s Inevitable Is the Death of the Web</p><p>23:09 APIs as Constant Negotiation, and Agents With Reputations</p><p>24:51 Agent Credit Scores: FICO for Bots</p><p>25:56 Amazon&#39;s Rufus Still Works, and Other Branding Crimes</p><p>27:13 The Seesaw: Built Up and Torn Down Intraday</p><p>28:41 Gen Z Media, Muse Memes, and Punk Rock by Another Name</p><p>32:53 Is th