Results for "compute financing"

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4 results

Episodes

  • All-In with Chamath, Jason, Sacks & Friedberg
    Intelligent Report

    Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback

    All-In with Chamath, Jason, Sacks & Friedberg· Aug 14, 2026

    Anthropic's $2T IPO, Zuckerberg's open-source AI manifesto, Nvidia's GPU financing play, and the great debate over centralized vs. decentralized AI futures.

    anthropic
  • The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
    Intelligent Report

    20VC: Sam Altman Offers Trump 5% of OpenAI: Fool or Genius? | Alex Karp Sounds the Alarm: Enterprises Fear Frontier Models & Questionable ROI of AI | The Rise of Chinese Open Source: Deepseek Building Own Chips

    The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jul 9, 2026

    Harry, Rory, and Jason break down Washington lifting the Fable 5 ban, Sam Altman's wild offer to give the US government a 5% OpenAI stake, Deepseek building its own chip, and Meta's surprise cloud business launch.

    openaianthropicinvesting
  • Invest Like the Best with Patrick O'Shaughnessy
    Intelligent Report

    Gavin Baker - AI Market Jitters

    Invest Like the Best with Patrick O'Shaughnessy· Aug 4, 2026

    Gavin and Patrick pressure-test every bearish AI narrative after a brutal July selloff, finding accelerating compute demand, rising GPU spot prices, and improving hyperscaler cash flows despite credit market jitters.

    anthropicinvesting
  • Tech Brew Ride Home
    Intelligent Report

    Nvidia On The March

    Tech Brew Ride Home· Jul 27, 2026

    Nvidia bets $5B on SSI and may backstop OpenAI's Ohio megaproject; CXMT soars 466% on debut; Amazon files for 5K satellites; Apple delays AI glasses; Peacock joins YouTube Premium.

    openai