Results for "data center compute"
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8 results
Episodes
StandardSummaries onlyTae Kim Sounds Off, Big Companies Are Hiring Again, NVIDIA $50B Tenant | Tae Kim, Ben Zweig, Aakash Thumaty
TBPN· Jul 28, 2026
(01:17) - Big Companies Are Hiring Again (09:58) - 𝕏 Timeline Reactions (20:19) - NVIDIA $50B Tenant (23:33) - The Three Anthropic Proposals (35:00) - Tae Kim discusses negative sentiment around AI and semiconductor sto…
anthropicagents
Intelligent ReportOpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out
All-In with Chamath, Jason, Sacks & Friedberg· Apr 17, 2026
OpenAI vs. Anthropic growth rates, NYC pied-à-terre taxes, data center NIMBY battles, and a game show roasting the most overvalued startups ever — Allbirds, Clubhouse, and Juicero.
openai- StandardSummaries only
RSI Is Closer Than People Think, Per Tae Kim
TBPN· Jul 29, 2026
This is our full interview with Tae Kim.We discussed why the AI trade is being misunderstood, why Kimi and better open-weight models could increase compute demand instead of reducing it, Meta's AI spending, NVIDIA's open…
agents - Intelligent Report
Blake Scholl: Why Plane Speed Stalled, Supersonic Commercial Flight, & Revolutionizing the Engine
All-In with Chamath, Jason, Sacks & Friedberg· Blake Scholl· Sep 22, 2026
Boom Supersonic's Blake Scholl reveals how a 50-person team broke the sound barrier, killed the sonic boom ban, and is now funding supersonic flight through AI data center jet engines.
inference 
StandardSummaries onlyStocks Extend Record Run, Arm CEO "First on CNBC," Anthropic's 80-Fold Growth 5/7/26
Squawk on the Street· May 7, 2026
S&P targets 7,400 amid Iran deal hopes; ARM CEO on trillion-dollar potential; consumer weakness hits McDonald's, Whirlpool; Anthropic's 80x growth stuns; SpaceX compute deal raises eyebrows.
anthropicinvesting- Intelligent Report
Naveen Rao: 4D Computing, AI's Energy Wall & Beating Biology
All-In with Chamath, Jason, Sacks & Friedberg· Naveen Rao· Sep 21, 2026
Naveen Rao unveils the world's first physical dynamical computer—1,000x more power efficient than GPUs—and explains why AI's energy crisis will be solved by rethinking computing from the ground up.
inference
