Demis Hassabis says Larry Page heard about DeepMind maybe through Elon Musk, and Jeff Dean saw all their secrets before the deal closed "Well, looking back on it now, of course, it seems very undervalued, which is actually even at the time we thought that." "It was actually Larry Page that reached out to me. I think he found out somehow, maybe through Elon Musk or having a conversation with one of our investors. Elon was an investor at the time." "...we just had pretty much a blank screen as our website. That was it, you know, with our logo, which was, you know, intentional because we thought we were on to something really big." "It was a bit of a Rubicon moment, because once you had some of their top researchers and programmers, I remember Jeff Dean at the time looking through our code, they've now seen all the secrets... So it would have been tough if it hadn't gone through at that point."

Chamath Palihapitiya says the risk factor that shocked him in Anthropic's S1 is that the hyperscalers won't give it compute "Look, I do think that we have achieved AGI. It cannot diffuse, and the reason it cannot diffuse has nothing to do with the technology." "And if you look at, for example, the Anthropic S1 that just dropped today, it's shocking to me that the claim that they have to put as a risk factor, which I would never have thought would have happened for a company growing this fast and so powerful with all this money, the hyperscalers will not give them compute." "I've never seen that before." [ Peter: Elon was saying there's 15 gigawatts of chips just waiting for liquid cooled data centers to fall into. ] "It's worse than that... There's a bunch of these guys that have these things sitting in inventory. Those aren't being used."

Demis Hassabis says Larry Page heard about DeepMind maybe through Elon Musk, and Jeff Dean saw all their secrets before the deal closed "Well, looking back on it now, of course, it seems very undervalued, which is actually even at the time we thought that." "It was actually Larry Page that reached out to me. I think he found out somehow, maybe through Elon Musk or having a conversation with one of our investors. Elon was an investor at the time." "...we just had pretty much a blank screen as our website. That was it, you know, with our logo, which was, you know, intentional because we thought we were on to something really big." "It was a bit of a Rubicon moment, because once you had some of their top researchers and programmers, I remember Jeff Dean at the time looking through our code, they've now seen all the secrets... So it would have been tough if it hadn't gone through at that point."

Chamath Palihapitiya says the risk factor that shocked him in Anthropic's S1 is that the hyperscalers won't give it compute "Look, I do think that we have achieved AGI. It cannot diffuse, and the reason it cannot diffuse has nothing to do with the technology." "And if you look at, for example, the Anthropic S1 that just dropped today, it's shocking to me that the claim that they have to put as a risk factor, which I would never have thought would have happened for a company growing this fast and so powerful with all this money, the hyperscalers will not give them compute." "I've never seen that before." [ Peter: Elon was saying there's 15 gigawatts of chips just waiting for liquid cooled data centers to fall into. ] "It's worse than that... There's a bunch of these guys that have these things sitting in inventory. Those aren't being used."

Chamath Palihapitiya says the risk factor that shocked him in Anthropic's S1 is that the hyperscalers won't give it compute "Look, I do think that we have achieved AGI. It cannot diffuse, and the reason it cannot diffuse has nothing to do with the technology." "And if you look at, for example, the Anthropic S1 that just dropped today, it's shocking to me that the claim that they have to put as a risk factor, which I would never have thought would have happened for a company growing this fast and so powerful with all this money, the hyperscalers will not give them compute." "I've never seen that before." [ Peter: Elon was saying there's 15 gigawatts of chips just waiting for liquid cooled data centers to fall into. ] "It's worse than that... There's a bunch of these guys that have these things sitting in inventory. Those aren't being used."

Sam Altman says he hasn't looked at a line of code in about a year and doesn't think he'll ever write any again "Or if I do, it'll be like, you know, like a Revolutionary War reenactment or whatever kind of thing people do, you know?"

Satya Nadella says Microsoft is fine running three to six months behind the AI labs at 20% of the cost "...our cost to do something that's of, let's say, six months off or three months off, even at, you know, 20% of the cost, that's fantastic for our shareholders."

Satya Nadella says Microsoft is fine running three to six months behind the AI labs at 20% of the cost "...our cost to do something that's of, let's say, six months off or three months off, even at, you know, 20% of the cost, that's fantastic for our shareholders."

Brad Gerstner says the people who called a GPU glut missed Nvidia going up 18x in three years [ The margins at NVIDIA, 75% last quarter. You look at Micron, you're talking about 86% margins... that siren has been going off since 2023 and we're still here. ] "So the people who have called the glut over the last two years, they've all been wrong, all been wrong. And they've all missed the opportunity, the upside." "Remember NVIDIA over the course of the last three years is up 18x. You missed all of that because you were panicked two and a half years ago that there was going to be a glut." "There's only so fast in terms of production of wafers in this country. It's only so fast that we can bring power on."