Harry Stebbings
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Appearances Over Time
Podcast Appearances
It was a great deal when he did it.
It was a great deal when he did it.
It's a better deal since then.
It's a better deal since then.
Exactly right.
Exactly right.
And the odd thing is he solved his, what am I going to do with this compute problem?
And the odd thing is he solved his, what am I going to do with this compute problem?
Not once, but twice.
Not once, but twice.
He solved it first of all with, oh, look, I have Cursor.
He solved it first of all with, oh, look, I have Cursor.
I forward bought Cursor to fill the gap in Colossus.
I forward bought Cursor to fill the gap in Colossus.
And then obviously since then, but before the IPO, he announced the contract with Anthropic for 1.25 and a contract with Google for, I think, 700 billion.
And then obviously since then, but before the IPO, he announced the contract with Anthropic for 1.25 and a contract with Google for, I think, 700 billion.
So, roughly $2 billion a month of compute, again, filling the gap in the colossus revenue stream and doubling his revenue.
So, roughly $2 billion a month of compute, again, filling the gap in the colossus revenue stream and doubling his revenue.
So, I agree.
So, I agree.