Travis Kalanick
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Appearances Over Time
Podcast Appearances
That's a very scary machine if you're competing against it.
which is exactly, Sax, what the legacy Mag7 are doing.
You have massive profits from Meta's core business, Google's core business that are being redeployed into infrastructure, and even Tesla, which has a lot of profits, and SpaceX, which has a lot of cash on hand, and they're building out Colossus and other assets, including Elon is working on building a fab, as folks have been talking about.
So
Is there a chance for the legacy companies, the Mag7s, to compete in this?
Or are we looking at OpenAI and Anthropic are one and two, and then everybody else can fight for third place and the bronze, as it were?
We're here.
Dario, reach out.
Small potatoes for you guys, though.
Small potatoes.
They can't afford you.
Punch the ticket, Dario.
And they're also using the coding platform to build Anthropic itself better.
So that in and of itself is a reason to nail coding.
You get the double whammy.
You can make a better product and you can get paid for it.
And it's a dependency, yeah.
And if you look at the ranking of these clusters and who has the most, right now, people have forgotten about Colossus, which Elon's been building.
He's expanding to 555,000 GPUs across three buildings, $18 billion in investment.
And then if you look at Prometheus Metas planned,