This is an excerpt of Sources by Alex Heath, a newsletter about AI and the tech industry, syndicated just for The Verge subscribers once a week.

Dario Amodei took the stage at the DealBook Summit on Wednesday to throw punches without naming names.

The Anthropic CEO spent a good chunk of the interview with Andrew Ross Sorkin drawing a careful line between his company's approach and that of a certain competitor. When asked about whether the AI industry is in a bubble, Amodei separated the "technological side" from the "economic side" and then twisted the knife.

"On the technological side, I feel really solid," he said. "On the economic side …

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