August 14 2026
- Gavin Baker joins the show for Chamath and Friedberg, Sacks back
- Rahm Emanuel interview debrief
- Anthropic targeting $2T IPO
- People guessing it will IPO in October
- They might buy Decart
- Elon agreed that Anthropic/Dario didn’t set off his evil detector
- Which is good coz he cut SBF short when they spoke (~5:40m)
- Their revenue is growing like crazy even if on the margins OpenAI, Open Source, Grok might be hoping they’re grabbing more share
- $2T might even be conservative
- Have been growing ARR 10x YoY for last 3 years
- Anthropic is very bullish internally - their vision is: there is Anthropic and there are governments
- Data Centers are a big business - atoms is harder than bits - watch Landman to get an idea of how hard it is
- Data Center FUD is very strong - because someone made a mistake by a 100000x water usage mistake in a book 3 years ago
- WSJ just had a story on how Data Center in a small town helped everyone out - better schools, more taxes, better revenues
- The real reason blue states energy costs are going up is because of decarbonization regulations
- Open Source models are much cheaper
- Zuckerberg’s AI manifesto
- Abundance vision
- No singular centralized intelligence
- He asks a good question about how (Anthropic et al - stating implicitly) are rushing to build a future that they themselves don’t believe in
- The Vision of the Anointed - book by Thomas Sowell illustrates their mindset
- How can we have centralized control and have it be good for humanity?
- He makes a good argument for decentralization
- Sidebar: The Effective Altruist mindset hasn’t worked out but they are doubling down
- It is just delusions of grandeur
- They think they can keep the genie in the bottle
- If US centralizes AI we will lose to China
- Zuck makes a good nuance on automation leading to job displacement - why can’t humans learn and get better from AI faster than they get automated out?
- Zuck’s distillation position seems to be counter to his companies’ lawsuits against startups that try to crawl instagram etc social graph
- You need to have your own voice on X
- Zuck might lead American open source movement (Jensen Huang also has a shot - might already be the leader)
- AIS 2026
- Amazing guest lineup
- Nvidia $500B financing plan
- Jensen essay on X
- Architectural diversity of various models - especially open source ones - is good for Nvidia proving the flexibility of their GPU architecture
- Is there a risk there could be a compute glut because of over funding?
- Probably political head winds will stop the glut from happening
- Nvidia could become a very large cloud with a capital light business
- In some ways you can think that Nvidia is becoming the central bank or the federal reserve of AI
- Anthropic/OpenAI could cause the industry to go slower if they themselves go slower
- Amazon vs NY/NJ
- Contractors as drivers and who owns liability?
- DSP drivers
- This market structure evolved for a reason - Amazon likes it and the subcontractors like it
- Amazon should just put a Zohran Mamdani tax on the bill line item
- GrokBot + Grok 4.6
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Good results in some testing - does well in Pareto frontier testing
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Seems Elon can sell intelligence and/or compute
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- Silverlake might buy Workday?
- Might be ~$43B
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