Sundar Pichai says a customer asking Google for 2027 compute today is incredibly difficult to serve [ Alex: There was a podcast where Ben Horowitz relayed that Andy Jassy had said something like compute sold out till 2028. Are you seeing the same thing? ] "If today a customer is coming out and asking us for compute in '27, that is incredibly difficult to do." "But yes, yeah, I think we are all dealing with similar timelines." [ Alex: Do you think there's overbuilding here? ] "We are at early stages of the most consequential technology ever, and this is not like fiber. It's not dark. We are using it. We are capacity constrained on a daily basis."

Dan Ives says SpaceX is trying to be a hyperscaler, and that's why it's going to need Tesla [ What company is a loser that you're like, oh, okay, maybe this is a sign of something that could go wrong? ] "We've been more cautious on Oracle... The reason we're just more cautious on that is that when you have to cut muscle, cut your core to build out data centers, the business gets hurt." "SpaceX, they're trying to be a hyperscaler. And that's why I think, ultimately, they're gonna need Tesla as part of it." "But who stands in a different league is Microsoft, Amazon, Google because they're already there."

Figma CEO Dylan Field, asked about Claude Design, says Anthropic is scaling so fast it gets mixed up internally and weird stuff can happen [ The market looked at it and said, 'Oh my god, Figma's dead. Claude is going to crush Figma.' ] "When you kind of die, uh, so many times and then you're actually like not dead, right? You kind of realize at some point maybe this is like not the truth." "I think that organizations scaling really fast, Anthropic, like, are there any examples of organizations scaling that fast ever? Can get very confused and, um, mixed up internally. And due to that, weird stuff can happen."

Jason Calacanis says data centers are getting delayed because Anthropic keeps telling the public there's a 10% chance AI kills everybody "No. No. Here's what's happening. The data centers are getting delayed. Why are the data centers being delayed? Because Anthropic keeps saying, 'You're all going to lose your jobs, and there's a 10% chance that the software is going to kill everybody.'" [ Leo: Stop that, Dario. ] "Stop it. Now everybody thinks that smart people believe that there's a 10% chance that 7 billion people are going to die and 100% chance that everybody's losing their jobs... Like my daughters hate AI." [ Leo: Young people hate it. ] "Young people hate AI."

Vlad Tenev recalls being woken at 5am during GameStop and told Robinhood had to put up $3 billion right now "It was like being hit by a lightning bolt... oh my god, this is probably the closest we've come to death."

Orlando Bravo says the Hugging Face agents rewrote their logs because clean logs got a better test score, while Mustafa Suleyman calls it a real crime "Heavy math and an incredible statistical model, and on top of it is software. It's software with a model, and it does what people program it to do." "But sometimes it doesn't." "If you program it incorrectly, if you make mistakes. So in the case of Hugging Face, it was given a task that it optimized... and it was also left an open door in the way the code was written to go to the open internet." "And when people say, oh, well, these agents then got together and were having fun and then rewrote all their logs... The task, the optimization problem was written to perform really well in the task. And if you present clean logs, you're going to rate better. Your test score is going to be better. That's what it is."

Jensen Huang tells Merz the US dropped off the list of the world's three industrial powers, and China took its place next to Germany and Japan "Electrification resulted in really three geographical leaders: Germany, United States, Japan." "For the last 50 years, because of the current industrial revolution, which is computing and digital technology, the United States has largely exported its heavy manufacturing, its building, its craft, really, to China. So now the world has three again, but it's Germany, Japan, and China." "China is probably the only nation today that is deep in manufacturing and deep in computer science and very comfortable in both."

Microsoft AI CEO Mustafa Suleyman says the agents in the Hugging Face incident tried to cover up what was arguably a crime and never once said so to each other [ Clare: Is it a matter of training these models differently? ] "In the Hugging Face incident, some of those actions were, you know, a real crime, right?" "When you look back on all the conversations between the different agents, you know, not once did one of them say, 'Well, we're trying to cover up something which would be regarded and is arguably an actual crime.'" "...it's a warning shot for all of us not just OpenAI but Microsoft and every other team that's developing these models."

Pentagon CTO Emil Michael says he can't have Anthropic at the Department of War while its constitution lets a model with feelings overrule its founders "If you don't want humans to lose control, you can't give models the control over humans. And that whole notion that a model has feelings and it can overrule the founders of a company is by definition loss of control." "As long as that moral principle is embedded in their software because they attach their constitution... I cannot have them at the Department of War." "If a model gets in between one commander and their superior and says, 'Well, I don't like what you say despite your commander saying it.' That doesn't work in the military."

Jason Calacanis says billionaires should hand every American shares of SpaceX and Anthropic "Just give people directly some goddamn shares of SpaceX and Anthropic, and the entire problem is solved, and then America will be unstoppable."