July 24 2026 Chinese AI models catching up to US frontier models Kimi K3 seems awesome Moonshot AI seems really good Michael Kratsios alleges distillation Reports that Trump White House might be divided on banning Chinese (or any) open source models Sacks predicted this in E275 - May 2026 Any threat is used to take a shot at open source models Try to enter predicate facts into the public record to justify a push to ban these later on Sacks thinks it would be a tragic mistake for US government to ban open source If Anthropic was sincere about their distillation concerns, then they would push for a ban on Chinese models distilling American models, not to hurt American developers’ access to models Why aren’t they stopping it if its happening at “industrial scale”? Instead of KYCing their customers like Chamath suggested they are asking to ban their competitors Hilarious hypocrisy of these labs - especially Anthropic - when they have already paid fines ...
July 21 2026 (from NotebookLM) Mark Cuban – Entrepreneur, Investor, and Dallas Mavericks Owner The AI Bubble & Valuation Realities : The current AI wave is fundamentally different from the traditional dot-com bubble of the late 1990s. Back then, companies with "no revenue, no traffic, no nothing" went public at astronomical valuations. Today, the hype is heavily driven by private capital, meaning a market correction won't wipe out public retail investors but could destroy VCs, private equity firms, and investment funds that are "going all in". He warns of "pricing to perfection," where tech giants like Google and Meta are borrowing billions on top of dedicating their entire cash flows to capital expenditures for AI. The Data Center "Pickleball" Risk : A significant hazard looms for the aggressive buildout of data centers. Physical power grid capacity, which is expanding only 4–5% globally, serves as a hard limit. Cuban warns that if...