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Travis Kalanick

πŸ‘€ Speaker
1457 total appearances
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Appearances Over Time

Podcast Appearances

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

That's a very scary machine if you're competing against it.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

which is exactly, Sax, what the legacy Mag7 are doing.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

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.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

So

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

Is there a chance for the legacy companies, the Mag7s, to compete in this?

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

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?

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

We're here.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

Dario, reach out.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

Small potatoes for you guys, though.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

Small potatoes.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

They can't afford you.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

Punch the ticket, Dario.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

And they're also using the coding platform to build Anthropic itself better.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

So that in and of itself is a reason to nail coding.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

You get the double whammy.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

You can make a better product and you can get paid for it.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

And it's a dependency, yeah.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

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.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

He's expanding to 555,000 GPUs across three buildings, $18 billion in investment.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

And then if you look at Prometheus Metas planned,