All the crap you never needed

E265: March 27 2026 Anthropic on a generational run Jensen called Opus 4.5/6 an inflection point (similar as Michael Dell) Anthropic releasing features out the wazoo - incredible pace Company made an early bet on coding/agentic coding - working really well for them They make the best coding products People pitting Anthropic and OpenAI just for drama Both companies seem to be accounting revenue differently and the businesses are quite different Emil Michael apparently smeared in article about his involvement with Anthropic and potential rivals - classic deflection by leftists OpenAI losing share? Risk is low because its very well established Could become the default consumer AI app - like how people pay for phones and electricity - OpenAI could be there Could be new platform like smartphone App store Google has a strong position here - they could release their own OpenClaw - people already trust them Impact of AI on valuations One thing that can help is looking at ho...

March 23 2026 (from NotebookLM) Interview 1: Michael Intrader (CEO of CoreWeave) Company Background: CoreWeave didn’t start as an AI cloud company. They started in 2017 as an algorithmic natural gas hedge fund, pivoted to crypto mining (Ethereum) using GPUs, and then moved up the complexity stack to CGI rendering and medical research. The Pivot to AI: In 2020/2021, they bought A100 GPUs and donated them to a volunteer open-source project called EleutherAI. When those researchers went back to their day jobs, they demanded CoreWeave's infrastructure, which launched their AI training business. Their first large commercial client was Inflection. Where They Sit: CoreWeave operates "above the Nvidia GPUs but below the models," focusing solely on the infrastructure and software integration needed for purpose-built AI clouds. Thinks of Inference as monetization of the training of the model The "Box" Financing Model (Important Concept): Intrader explained how...

March 22 2026 (from notebookLM) Intro Matt Mahan is the current Mayor of San Jose and is running for Governor of California. He grew up in a working-class family in Watsonville, went to college on a work-study scholarship, and spent a decade in the tech sector building civic tools like Causes and Brigade. He decided to run for local office after knocking on 10,000 doors and hearing voters complain about paying high property taxes without seeing basic services delivered. State Spending, Dysfunction, and Accountability California has increased state government spending by 75% ($150 billion) over six years, but outcomes have remained flat or worsened. Mahan points to the state's high-speed rail project as a prime example of a lack of accountability, noting that $14 billion has been spent over 20 years on consultants, lawyers, and environmental reviews without delivering a product. While there is outright fraud—such as $30 billion in fraudulent pandemic unemployment claims—...

March 19 2026 No weekly show only for Trump, Jesus and Jensen 🙂 (from NotebookLM + myself) Groq acquisition AI Factory Jensen introduces "Dynamo," which he describes as the operating system for the next industrial revolution's "AI factory". The core technology of Dynamo is "disaggregated inference," a complex processing pipeline that spreads different workloads across heterogeneous computing like GPUs, CPUs, switches, and Groq processors. Jensen states that Nvidia has fundamentally evolved from a GPU company into an AI factory company. Agentic AI The AI industry is moving from simple large language models to "agentic processing," where AI agents use working memory, long-term memory, and utilize tools, which puts heavy demands on storage systems. Because modern data centers must run highly diverse workloads (large models, small models, diffusion, auto-regressive), Nvidia developed the Vera Rubin architecture, effectively expandin...

March 18 2026 (from NotebookLM) Political Identity & "Moral Clarity" Label shift: Fetterman ran as a "progressive" back in 2015/2016, but completely dropped the label around 2021/2022. Now he just calls himself a standard "Democrat". Weird Polling Stat: He noted a poll showing his approval rating is roughly 50/50 with Democrats, but actually higher (in the 60s) with Republicans. Core Philosophy: "Country over party" & "moral clarity". He refuses to just take the opposing view of the Republicans on every single issue, which he says the rest of his party is doing right now. Who leads the Dem Party today? -> He literally said "TDS" (Trump Derangement Syndrome) is governing the Democratic party right now. If Trump likes something, Dems automatically hate it. Foreign Policy (Israel & Iran) Israel: He is "unapologetically" supportive of Israel. Calls it a "just war" and complete...

March 16 2026 Travis Kalanick Bits = CPU, Storage, Network Atoms = Manufacturing, Real Estate, Transportation/Logistics Moved to Austin Very hard to solve CA issues Truth and Justice are the immune system for society - when those are derailed, everything gets worse China is amazing and living in the future Michael Dell Started Dell 42 years ago with a $1000 in Austin Texas Economy growth vs rest of USA without Texas has better growth story Austin is just about top 10 US states 1 out of 10 children born in USA born in Texas More companies in Texas than NYSE AI companies are growing faster than earlier set of companies Doesn’t think AI means fewer jobs - it means we will do more things Invest America Agreed with Brad in 2021 that it was a great idea Previous administration didn’t take it anywhere inspite of discussions Trump seeks out ideas from business leaders Aiming to get $5T into the hands of Americans without 0 If instead this went to the government, it wo...