Christina Porter
3 Jun 2026Anthropic IPO, Europe Gets Mythos, France’s AI Gains, Work Slop, ARM Hits $400, Genz Hate AI
Christina Porter (Invisix): AI Memory Boom & $20M Seed Plans
Christina Porter of Invisix Measuring Systems continues her interview, explaining that the ASML spin-out shares ASML's big-five chipmaker customers and that AI-driven demand for stacked high-bandwidth memory is behind the memory stock surges and rising need for wafer measurement. She describes a ~17-person team heavy on ex-ASML staff (with COO Roald Daga from supplier NTS) and says the $20M seed funds a 300mm demo prototype being moved out of ASML plus development of a first shippable product. Tools sell for multi-million-dollar prices justified by yield gains worth double-digit billions, and she notes no competitor yet has a tool on the market, so it is 'anybody's game'.
Grind Set Debate: 100-Hour Weeks vs. Working Smart
The hosts work through the viral grind set debate: Mercury CEO Imad's tweet that you can work five days a week and succeed, a take that 100-hour weeks suit 'always on' jobs while deep creative work gets about four productive hours a day, and the essay distinction between hard companies (suffering serves output) and grind set companies (suffering is the product). They share burnout stories from a seven-day-week launch sprint, argue 996 culture wouldn't have produced the iPhone, and quote the point that people succeed through talent, luck, and storytelling rather than raw hours. They conclude people should work however they want — hard and smart — and call the debate largely a nothing argument.
Gen Z Sours on AI: FT Article Deep Dive
The hosts dig into the FT piece 'More harmful than helpful: young people sour on AI,' covering AI-typical phrases creeping into MPs' Commons speeches, Eric Schmidt being heckled at Arizona State, and polling showing young Americans got more anxious, less excited, less hopeful, and angrier about AI between 2025 and 2026. They discuss communicating AI's value — healthcare admin savings, the UK SME education gap — and positive stories like a voice tool helping a sister with short-term memory loss and Chennai students openly using AI. Producer Orla gives her skeptical take that AI is environmentally damaging and makes work brainless, and the segment ends with the Synthesia anecdote of AI-written documents being AI-summarized.