Chapter 1: What is the main topic discussed in this episode?
Welcome to the podcast. I'm your host, Jaden Schaefer.
Chapter 2: What is the significance of OpenAI's $121 billion funding round?
Today on the podcast, we're talking about OpenAI that just closed the largest private funding round in tech history, $121 billion at an $852 billion valuation. We also need to talk about what that means, who's writing the checks, where all this money is actually going. And then something else I thought was pretty terrifying. was Anthropic's rough week and a month they have been having.
On the one hand, they're having a generational run. I am using Claude and Anthropic more than ever before for basically everything with ClaudeCowork and ClaudeCode. But at the same time, they've had a bunch of bad PR perhaps.
And the most recent is that their ClaudeCode source code just got exposed to a public NPM registry. They accidentally shipped about 500,000 lines of this. In addition, I want to talk about where hardware is at. Huawei's new 950 PR chip is picking up real orders from ByteDance and Alibaba. I think this means a lot in the context of US-China chip wars. So let's get into all of it.
Before we do, if you are someone who uses AI tools regularly, which I'm guessing is most of you if you're listening to this, you should absolutely check out AIbox at AIbox.ai. It is my own startup and it gives you access to over 80 AI models in one place. So instead of paying for separate subscriptions to ChatGPT, Cloud, and Gemini and everything else, you have one platform.
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I think this is something that will be super worth trying out because it will save you money and it will also keep all of your files and logins in one place. So if you want to go try it out, AIbox.ai, link in the description. Let's talk about Huawei first. Their 950 PR chip is getting a lot of traction and it is a serious competitor to Nvidia's AI chips. They've been working on this for a while.
We know China obviously has been working on this because they don't want to get left behind and the United States has a whole bunch of chip export controls. Routers reported last week that both ByteDance and Alibaba are planning to place orders and customer testing has apparently gone really well. Huawei right now, they previously had kind of their flagship Ascend 910C.
It was struggling to get any adoption from some of the big private sector tech companies. NVIDIA was still basically dominating everywhere there. So I think the main complaint that it got was software compatibility. If your whole stack is built around NVIDIA's CUDA ecosystem, then switching is super, super painful. The 950 PR apparently is going straight after that.
And I guess they're sort of addressing it. It's a lot more compatible with CUDA workflows and the response time is a lot better. But by basically integrating with the software that NVIDIA uses, they're able to get into that same ecosystem without people having to completely rebuild everything from scratch. The pricing on it is really interesting too.
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Chapter 3: How does Huawei's new AI chip compare to Nvidia's offerings?
These are companies that are running some of the largest AI workloads in the world, basically, and a lot of their tech like we're getting here in America, we're using as well. And so I think it's going to be interesting to see what plays out there. Anthropic has accidentally leaked Claude Code's source code, which of course is just funny on so many levels, but also, I mean, sucks for them.
Basically, a couple days ago, Anthropic accidentally published the entire source code of Claude Code to a public NPM registry, about 500,000 lines of code. It was about 1,900 files. A lot of people were impressed by just how... How big, robust... I mean, no shocker, but this is basically their flagship core product that has kept their whole company alive.
But there was a debug file that was meant for internal use, but it got bundled into the updates and somehow got pushed out into the public package registry. Anthropic says that no customer data or credentials were exposed. I mean... That's not I don't think what they're really super concerned about is basically a packaging error. They said it was caused by human error, not a security breach.
And also, I think when they say human error, they're like, don't worry, like cloud code didn't accidentally code itself into an issue. It was like it was a human. Maybe it was. Maybe it wasn't. I don't know. I think that that is something that they're trying to put a big distinction on as well, though, is also that it's like, look, something happened to our end.
When they say human error, that could also mean human using AI. But basically what they're saying is this wasn't hacked, right? It wasn't like someone hacked the pipeline to do this. I think what's interesting is that the leaked code contained a bunch of the feature flags for AI. capabilities that haven't even shipped yet, right?
So people were basically dissecting the code and they're like, there's a lot of really cool threads I saw on X where they're like, look, if you're using cloud code or any of the cloud tools, like you should be using them better because there's actually all these features in here. You can kind of understand it better by reading the code. So that was very helpful.
I saw tons of really useful threads based on that. But Also, we're seeing a bunch of features in there that haven't been announced or shipped yet. And apparently there is a system for cloud to review its own past sessions and transfer learnings across conversations.
So there's this, it's called persistent assistant mode that lets it keep working in the background when you're not actually doing anything. There is remote control capabilities so you can manage cloud from your phone or another browser. And there's kind of like, we've seen some of those features before, but not in the way that they've been putting them out.
And especially the persistent assistant. Oh my gosh, I would love that if between, even sometimes I'm talking to cowork and then I go to code and those two do not talk to each other. And so I'm like telling them different issues and sometimes they cause issues. I was having a problem where like cloud code wasn't,
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