Jason Calacanis

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

Why?

Why?

Because if you look at who's leading, the frontier labs are leading, and Sax, to your point, you mentioned this on X, you're like, there was all this doomerism, but maybe it was tied to compute capacity because when Bedrock opened up more capacity for Anthropic, all the doomerism went away.

Because if you look at who's leading, the frontier labs are leading, and Sax, to your point, you mentioned this on X, you're like, there was all this doomerism, but maybe it was tied to compute capacity because when Bedrock opened up more capacity for Anthropic, all the doomerism went away.

You're left wondering, like, is it really tied to just the fact that they were just trying to throttle usage?

You're left wondering, like, is it really tied to just the fact that they were just trying to throttle usage?

So if you're a frontier lab, you don't want to have to go through Amazon and GCP and Azure and Tin Cup for access and capacity.

So if you're a frontier lab, you don't want to have to go through Amazon and GCP and Azure and Tin Cup for access and capacity.

What you'd much rather have is go straight to your customer.

What you'd much rather have is go straight to your customer.

On the other side, if you're Gemini or Microsoft or Meta, and you have all this compute, because I saw a stat this week, the hyperscalers control 60% of all the compute.

On the other side, if you're Gemini or Microsoft or Meta, and you have all this compute, because I saw a stat this week, the hyperscalers control 60% of all the compute.

So the game theory there is if you kneecap the frontier labs, it'll give you some chance to catch up.

So the game theory there is if you kneecap the frontier labs, it'll give you some chance to catch up.

And it gives you time to catch up because no matter what the demand is on the upside, you remember, you guys remember like in social networking when Friendster was the cat's meow?

And it gives you time to catch up because no matter what the demand is on the upside, you remember, you guys remember like in social networking when Friendster was the cat's meow?

Remember what the biggest problem at Friendster was?

Remember what the biggest problem at Friendster was?

Friendster was slow as a dog.