Anthropic’s $2T IPO, Elon Predicts Neocloud Death, and China’s Kimi Catches Up | #306
Peter Diamandis, Alex Wissner-Gross, Dave Blundin, Salim Ismail and Emad Mostaque debate the neocloud debt squeeze, Anthropic's record IPO, China's Kimi closing on US models, and Alex's new chain theory of physics.
The gist
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Dave says Elon borrows at 8% while neoclouds pay around 15%, and Elon predicts guppy-level death among the 200 neoclouds as lenders pull back.
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Anthropic aims to raise $100 billion at up to $2 trillion; Dave advises founders to get an Airbnb in SF as wealth flows back to AI.
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Emad says cheaper companion models like GPT 6.1 Terra are coming, noting Dots, OpenAI's companion, currently gives unlimited access to flagship Astra in the US.
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Alex's chain theory claims to derive the fine structure constant, 1/137.035999189, from a single 18-word axiom, and he expects experimental tests within months to years.
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Warhound, backed by Peter's fund, will clone gene-edited working dogs, while Salim and Alex raise ethical worries about engineering animals for dangerous service.
Dave Blundin recommends it
"So any entrepreneur out there, just get an Airbnb. Don't become a California resident. Get an Airbnb out. Spend as much time as you can in SF. It's absolutely not tax advice."
▶ Play at 47:404 creators recommend it, including Ryan Holiday, Chris Koerner, and Lon Harris.
See all on the Airbnb page
Emad Mostaque uses it
"Right now, if you use Dots, which is OpenAI's companion, it uses Astra. So you actually have unlimited Astra via that... So I have Dots in the US and then when I come to the UK, it turns off."
▶ Play at 1:06:3810 creators recommend it, including Riley Brown, Alexander Bericos, and Claire Vo.
See all on the Dots pageWhat they recommend · 2 picks
"So any entrepreneur out there, just get an Airbnb. Don't become a California resident. Get an Airbnb out. Spend as much time as you can in SF. It's absolutely not tax advice."
"Right now, if you use Dots, which is OpenAI's companion, it uses Astra. So you actually have unlimited Astra via that... So I have Dots in the US and then when I come to the UK,..."
Peter, Salim, Dave and Emad agree on 12 things
See what they all use, in their own words. Paid ads are left out.
See what they all swear by Or pick your own peopleDave Blundin
1 pick · guest
"So any entrepreneur out there, just get an Airbnb. Don't become a California resident. Get an Airbnb out. Spend as much time as you can in SF. It's absolutely not tax advice."
Emad Mostaque
1 pick · guest
"Right now, if you use Dots, which is OpenAI's companion, it uses Astra. So you actually have unlimited Astra via that... So I have Dots in the US and then when I come to the UK,..."
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