May 22 2026
- Gavin Baker joins instead of Sacks
- Andrej Karpathy joins Anthropic
- Early OpenAI founder
- Tesla AI/Self Driving
- Learning and Education
- autoresearch
- andrej-karpathy-skills
- Might be doing pre-training at Anthropic
- He is similar to Google Fellows at Google who were there at every important wave
- This is a big hire
- Anthropic might have their first positive quarter soon (according to WSJ story)
- Clear proof that these companies are doing very well
- There is a lot of AI hate
- Story about father who is curing his daughter’s disease is a great example
- Lots of reasons
- People think tech gives leverage to smaller set of people - AI is extreme example of that
- There is some level of foreign influence operation of course
- AI is not very human - similar to what happened with the Copernican revolution and Heliocentricity - people don’t react well to it
- If we do try and slow down AI, then we lose balance if China wins - similar to nuclear arms race which was necessary for balance
- Trump AI executive order pulled
- Not sure why - open question on what the line is between regulation and not even letting models work/operate
- Once you give power to the government - its a 1 way ratchet, its never given back and it only grows
- Flock safety - we can solve crime - its a choice
- Cambridge MA voted against ShotSpotter - insane result
- Vegas has gunshot detection - they have drones that help the police
- CloudFlare CEO message of laying off all the “measurers”
- Zuckerberg layoffs message about training coding models with the best engineers
- SpaceX S1
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Aiming to raise $75B at a $1.75T valuation
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Amazing Starlink growth
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Anthropic paying $1.25B per month through May 2029 - so $45B commitment over 3 years
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They build data centers dramatically faster than anyone else and more efficiently
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Cursor 2.5 results seem very impressive based on the access to Colossus type infrastructure
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SpaceX is multiple businesses - space delivery business, starlink, AI business, etc
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Insane statistics
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Can SpaceX solve rapid reusability?
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- Nvidia earnings - excellent again
- They are buying back ~4% of the company
- Returning some FCF to the shareholders
- Incredible business
- Market update
- Oil driving inflation higher
- > 4%!!!
- Stay on top of a few things, understand them well
- Rates going up is very concerning
- Anthropic scale is absolutely unprecedented
- Strait of Hormuz being closed - while terrible for everyone, relatively good for America
- Self sufficient in energy and food and now biggest oil and gas exporter
- US input cost for electricity is highest with Natural Gas
- Trump - Xi trip results?
- Flop?
- Maybe there was a war negotiation about oil politics?
- Gavin Baker father in law shout out
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