Jason Calacanis
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Appearances Over Time
Podcast Appearances
Don't disagree.
All right, first story.
Elon just leased all of Colossus One, his data center.
He did?
What?
Yes, shocking to Dario and Anthropic Chamath on last week's pod.
Go ahead and give yourself a pat on the back.
You said Elon and Dario should do a deal tomorrow.
It didn't happen the next day.
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.