WATCH CHIP WARS

“Today on the podcast, we're talking about OpenAI that just closed the largest private funding round in tech history, $121 billion at a $852 billion valuation. We also need to talk about what that means, who's writing the checks, where all this money is actually going. This is absolutely wild, but as far as who's actually putting money into this, that is, I think, maybe the bigger story that's interesting.”

“The 950pr 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.”

“Anthropic accidentally published the entire source code of Claude code to a public NPM registry, about 500,000 lines of code. It was about 1900 files. A lot of people were impressed by just how big, robust, I mean, no shocker, but like this is basically their flagship core product that has kept their whole company alive.”

“Amazon has committed to put about $50 billion into this, which is basically the single largest chunk. $35 billion of their $50 billion is contingent. It only goes through if OpenAI either goes public or reaches the milestones of AGI. So basically, I have some really interesting clause that tells you that Amazon is making a bet.”

“OpenAI says that they're now generating about $2 billion a month. That's up from $13.1 billion for all of last year. So right, that could be putting them on track in the next 12 months to make about $24 billion, which is significantly higher than the $13 billion from last year. It's a pretty steep growth.”