Kylie Robison

We have sunk so much money into these models, and we're not exactly seeing the huge returns that we expected. We're not exactly seeing huge differences in the models like we saw right at the beginning. I think that that's just sort of normal trajectory for AI. This is all normal trajectory for chips. They're going to get cheaper and it's going to be more efficient to create these models.

We have sunk so much money into these models, and we're not exactly seeing the huge returns that we expected. We're not exactly seeing huge differences in the models like we saw right at the beginning. I think that that's just sort of normal trajectory for AI. This is all normal trajectory for chips. They're going to get cheaper and it's going to be more efficient to create these models.

We have sunk so much money into these models, and we're not exactly seeing the huge returns that we expected. We're not exactly seeing huge differences in the models like we saw right at the beginning. I think that that's just sort of normal trajectory for AI. This is all normal trajectory for chips. They're going to get cheaper and it's going to be more efficient to create these models.

So this is all like linearly very normal. I just think, again, it's this excuse to bring some of these valuations down to earth because Anthropic is valued at 60 billion. OpenAI is valued at 150 billion. And I think people are wondering how that is possible. And this is sort of an excuse to be like, look, you know, you can do it cheaper.

So this is all like linearly very normal. I just think, again, it's this excuse to bring some of these valuations down to earth because Anthropic is valued at 60 billion. OpenAI is valued at 150 billion. And I think people are wondering how that is possible. And this is sort of an excuse to be like, look, you know, you can do it cheaper.

So this is all like linearly very normal. I just think, again, it's this excuse to bring some of these valuations down to earth because Anthropic is valued at 60 billion. OpenAI is valued at 150 billion. And I think people are wondering how that is possible. And this is sort of an excuse to be like, look, you know, you can do it cheaper.

Our demands and reliance on cloud computing and AI and streaming, all of the things we do when we don't have a server in our home, you know, those demands just keep rising. We saw, like, the listener might remember Netflix, their servers absolutely melting when the Mike Tyson-Jig Paul fight happened. Like, the need for... for this kind of structure, sure, it's important.

Our demands and reliance on cloud computing and AI and streaming, all of the things we do when we don't have a server in our home, you know, those demands just keep rising. We saw, like, the listener might remember Netflix, their servers absolutely melting when the Mike Tyson-Jig Paul fight happened. Like, the need for... for this kind of structure, sure, it's important.

Our demands and reliance on cloud computing and AI and streaming, all of the things we do when we don't have a server in our home, you know, those demands just keep rising. We saw, like, the listener might remember Netflix, their servers absolutely melting when the Mike Tyson-Jig Paul fight happened. Like, the need for... for this kind of structure, sure, it's important.

And in a perfect world, some of this money would be used to retrofit old data centers and focus on renewable energy for these data centers and make it all more energy efficient. I don't know if that'll be the case because Mark Zuckerberg's tweeting, we have a data center the size of Manhattan or whatever.

And in a perfect world, some of this money would be used to retrofit old data centers and focus on renewable energy for these data centers and make it all more energy efficient. I don't know if that'll be the case because Mark Zuckerberg's tweeting, we have a data center the size of Manhattan or whatever.

And in a perfect world, some of this money would be used to retrofit old data centers and focus on renewable energy for these data centers and make it all more energy efficient. I don't know if that'll be the case because Mark Zuckerberg's tweeting, we have a data center the size of Manhattan or whatever.

It depends who you ask if we need more data centers or more infrastructure, but I don't think it hurts. We clearly are becoming more reliant on needing this technology.

It depends who you ask if we need more data centers or more infrastructure, but I don't think it hurts. We clearly are becoming more reliant on needing this technology.

It depends who you ask if we need more data centers or more infrastructure, but I don't think it hurts. We clearly are becoming more reliant on needing this technology.

All I want to say is no, and they don't. Goodbye, the end. They don't have the money. I don't know how they survived this. I think the announcement of Stargate and Satya Nadella saying that we're good for our $80 billion and Microsoft sort of piecing out a portion of this contract and putting an end date on it for 2030, I thought all of that, for me, felt like a signal of...

All I want to say is no, and they don't. Goodbye, the end. They don't have the money. I don't know how they survived this. I think the announcement of Stargate and Satya Nadella saying that we're good for our $80 billion and Microsoft sort of piecing out a portion of this contract and putting an end date on it for 2030, I thought all of that, for me, felt like a signal of...

All I want to say is no, and they don't. Goodbye, the end. They don't have the money. I don't know how they survived this. I think the announcement of Stargate and Satya Nadella saying that we're good for our $80 billion and Microsoft sort of piecing out a portion of this contract and putting an end date on it for 2030, I thought all of that, for me, felt like a signal of...

I don't know how OpenAI is going to live up to the promises and hype that it has been drumming up for the last couple of years. That much will be clear at least by the end of the year. If OpenAI's revenue projections fall short, we'll all know about it. It will leak eventually. And same with Stargate. But yeah, OpenAI does not have this money. Here's the thing.

I don't know how OpenAI is going to live up to the promises and hype that it has been drumming up for the last couple of years. That much will be clear at least by the end of the year. If OpenAI's revenue projections fall short, we'll all know about it. It will leak eventually. And same with Stargate. But yeah, OpenAI does not have this money. Here's the thing.