Patrick O'Shaughnessy

Like if we're getting pretty good at the Arizona fab that we've built and we think that we can sort of extract the process knowledge from the people, why don't we like go acquihire like all the best people in Shenzhen or all the best people in other places in the world?

Do you think it starts to escalate to that level?

Like so much is dependent on the process knowledge of a relatively small group of people.

The talent war should actually be, it shouldn't be meta and open AI.

It should be like the US, maybe through meta and open AI and people from all over the world.

Like, do you think it starts to get that extreme and should it?

Not as much money as NVIDIA and Apple.

At doing, yeah.

Input and process knobs.

I want to go back all the way to where we started and ask about what I'll call like the wellspring or the fountain of power in this whole ecosystem.

So I want to understand how you think about who has the power and how to keep or generate power as a business.

I mean, maybe talent is like the very beginning.

beginning of the chain and he who has the talent like on a long enough timeline has the power or something like that but also there's structural stuff like just the industrial scale of some of these things that just takes forever to build or whatever how do you think about even smaller zoomed in examples like okay cursor is unbelievably popular the revenue is insane so much of it goes back to anthropic like who has the power in that relationships how does that dynamic change over time

It just seems like the power dynamics are so fascinating in this world.

And I'm curious where you think it comes from in the first place, like where it exists today and where it will go in the future.

The gross profit dollars are at Anthropic right now.

I have a nine-year-old daughter, so it's all I hear about.

Which parts of the drama interest you personally the most?

Where do you think the stakes are the highest in the various subplots?

Yeah, he's doing demand guarantees.