Jason Calacanis

Nobody knows how to give an example of how an org structure should be redefined.

Nobody knows how to budget properly.

Nobody knows how to budget properly.

We have the CTO of Uber say, I give up.

We have the CTO of Uber say, I give up.

I've hit my token budget.

I've hit my token budget.

The problems I see it are twofold.

The problems I see it are twofold.

The first is just to build on Sax's point.

The first is just to build on Sax's point.

All of these frontier labs have a very serious issue, which is both OpenAI and Anthropic are growing so fast

All of these frontier labs have a very serious issue, which is both OpenAI and Anthropic are growing so fast

that they're at a point now where they need their own infrastructure.

that they're at a point now where they need their own infrastructure.

It's kind of like when you first start building any kind of company, you're just much easier renting capacity from the hyperscalers.

It's kind of like when you first start building any kind of company, you're just much easier renting capacity from the hyperscalers.

But then it becomes a dependency, exactly.

But then it becomes a dependency, exactly.

And now when you're so big, it's actually strategically a huge mistake to not have your own compute supply.