Спикеры
Josh Kale
— Соведущий, подкаст Limitless (Bankless)
The video covers three major AI deals: SpaceX's massive IPO filing with a 30% retail float, Anthropic's $45 billion compute deal with SpaceX, and the acquisition of Cursor by SpaceX. It also discusses Anthropic's impending profitability, Claude Mythos hacking Apple's M5 chip, China's GPU race where Nvidia loses market to Huawei, OpenAI's rumored IPO, and Andrej Karpathy joining Anthropic.
- SpaceX files for a $1.75 trillion IPO, offering 30% of shares to retail investors.
- Anthropic signs a $45 billion deal to lease GPUs from SpaceX for training Claude.
- Anthropic is projected to be profitable by next month, first AI lab to do so.
- SpaceX exercises option to acquire Cursor for $60 billion, creating a young billionaire.
- Claude Mythos exploits Apple's M5 chip in 5 days for $35,000, highlighting its danger.
- Nvidia concedes China's AI chip market to Huawei after US ban, losing 20% of profit.
- OpenAI may file for IPO imminently, signaling a rush to public markets.
- Andrej Karpathy joins Anthropic to work on reinforcement learning and self-improving AI.