Brad Gerstner

It happened five days later.

So you came close, Chamath.

But no cigar because of Anthropic's obvious compute constraints.

Anthropic just added over 220,000 NVIDIA GPUs, over 300 megawatts of energy.

The deal is already having an impact, as we've discussed here.

Cloud users have been experiencing rate limits.

Well, Cloud has now doubled the Cloud code rate limits, removed peak usage caps for paid users, and increased API volumes for Opus models.

XAI is now trading their models at Colossus 2.

So they have more than enough compute.

Elon made a great bet.

on compute and built up those data centers really fast.

And that is now paying off.

We had the cursor deal we talked about last week.

Let's talk about the emergence of Elon Web Services, EWS Chamath.

He's now in the hyperscaler competing against Google Cloud, Amazon Web Services, and Azure.

And I don't know if you had inside information or just a brilliant epiphany, but take us behind the call.

And what do you think about the deal itself?

I think the deal is fantastic.

I'll say maybe three quick things.

The first is, as I mentioned a couple of weeks ago, Anthropic and OpenAI's revenue performance has nothing to do with demand, zero.