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Brad Gerstner

๐Ÿ‘ค Speaker
2288 total appearances

Appearances Over Time

Podcast Appearances

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

Mondami came out with like a mealy mouthed response that didn't even apologize for what he did.

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

just double down on it, essentially.

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

All right, let's get to the dot.

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

I don't know if you guys saw it or not, but... Who cares?

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

New York is becoming a flyover city.

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

It's an interesting way to put it.

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

Don't disagree.

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

All right, first story.

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

Elon just leased all of Colossus One, his data center.

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

He did?

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

What?

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

Yes, shocking to Dario and Anthropic Chamath on last week's pod.

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

Go ahead and give yourself a pat on the back.

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

You said Elon and Dario should do a deal tomorrow.

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

It didn't happen the next day.

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

It happened five days later.

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

So you came close, Chamath.

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

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

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

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

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

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