October 2, 2026
2026-10-02
https://www.youtube.com/watch?v=9b6CrQMmEKg

[0:14] We go live in 10
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[1:12] from Austin, Texas to the world.
[1:19] AI news, real context. This is the
[1:23] AI news, real context. This is the Austin Wilson Show. I'm Austin Wilson,
[1:26] Austin Wilson Show. I'm Austin Wilson,
[1:26] Austin Wilson Show. I'm Austin Wilson, your human in the loop.
[1:34] Welcome to the Austin Wilson Show where
[1:37] Welcome to the Austin Wilson Show where we are breaking the AI headlines that
[1:39] we are breaking the AI headlines that
[1:39] we are breaking the AI headlines that matter to you today. My name is Austin
[1:42] matter to you today. My name is Austin
[1:42] matter to you today. My name is Austin Wilson, coming to you live from the AI
[1:45] Wilson, coming to you live from the AI
[1:45] Wilson, coming to you live from the AI capital of the world, Austin, Texas. Uh
[1:49] capital of the world, Austin, Texas. Uh
[1:49] capital of the world, Austin, Texas. Uh we got a great docket for you today. Uh
[1:52] we got a great docket for you today. Uh
[1:52] we got a great docket for you today. Uh more news out of California subpoenas.
[1:56] more news out of California subpoenas.
[1:56] more news out of California subpoenas. Uh Anthropic is looking at an IPO. Uh
[1:59] Uh Anthropic is looking at an IPO. Uh
[1:59] Uh Anthropic is looking at an IPO. Uh we're looking at a deal between a
[2:02] we're looking at a deal between a
[2:02] we're looking at a deal between a Chinese technology company and US-based
[2:05] Chinese technology company and US-based
[2:05] Chinese technology company and US-based Oracle. Uh Google's chips in orbit. And
[2:08] Oracle. Uh Google's chips in orbit. And
[2:08] Oracle. Uh Google's chips in orbit. And then uh some interesting news from the
[2:11] then uh some interesting news from the
[2:11] then uh some interesting news from the research space with archive. Let's jump
[2:14] research space with archive. Let's jump
[2:14] research space with archive. Let's jump into it.
[2:17] I'll say at the top of this story that
[2:19] I'll say at the top of this story that we're really grateful for our uh early
[2:22] we're really grateful for our uh early
[2:22] we're really grateful for our uh early followers and uh and viewers and
[2:25] followers and uh and viewers and
[2:25] followers and uh and viewers and appreciate the feedback that we've
[2:26] appreciate the feedback that we've
[2:26] appreciate the feedback that we've gotten from our fans as we uh try to
[2:29] gotten from our fans as we uh try to
[2:29] gotten from our fans as we uh try to make this show a little bit better every
[2:31] make this show a little bit better every
[2:31] make this show a little bit better every single day. Jumping into the first
[2:33] single day. Jumping into the first
[2:33] single day. Jumping into the first story, California Attorney General uh
[2:35] story, California Attorney General uh
[2:36] story, California Attorney General uh Rob Ba said Thursday he served OpenAI
[2:39] Rob Ba said Thursday he served OpenAI
[2:39] Rob Ba said Thursday he served OpenAI with an investigative subpoena over
[2:41] with an investigative subpoena over
[2:41] with an investigative subpoena over cyber security incidents and risks
[2:43] cyber security incidents and risks
[2:43] cyber security incidents and risks involving the company and its models. Uh
[2:46] involving the company and its models. Uh
[2:46] involving the company and its models. Uh it builds on his investigation into open
[2:50] it builds on his investigation into open
[2:50] it builds on his investigation into open AI agents breaching hugging phase. Bont
[2:53] AI agents breaching hugging phase. Bont
[2:53] AI agents breaching hugging phase. Bont said, "AI makers have a quote unquote
[2:56] said, "AI makers have a quote unquote
[2:56] said, "AI makers have a quote unquote moral and legal responsibility to make
[2:58] moral and legal responsibility to make
[2:58] moral and legal responsibility to make sure their models don't penetrate or
[3:01] sure their models don't penetrate or
[3:01] sure their models don't penetrate or enable
[3:03] enable
[3:03] enable cyber attacks."
[3:05] cyber attacks."
[3:05] cyber attacks." Wow. Okay. So, uh, the the attorney
[3:08] Wow. Okay. So, uh, the the attorney
[3:08] Wow. Okay. So, uh, the the attorney general of California trying to, uh,
[3:11] general of California trying to, uh,
[3:11] general of California trying to, uh, slap OpenAI with, um, maybe this is this
[3:15] slap OpenAI with, um, maybe this is this
[3:15] slap OpenAI with, um, maybe this is this doesn't mean anything for certain, but,
[3:17] doesn't mean anything for certain, but,
[3:17] doesn't mean anything for certain, but, uh, trying to bring a a legal framework
[3:19] uh, trying to bring a a legal framework
[3:19] uh, trying to bring a a legal framework in here to see if, uh, maybe there is
[3:22] in here to see if, uh, maybe there is
[3:22] in here to see if, uh, maybe there is some some action to move against. This
[3:23] some some action to move against. This
[3:24] some some action to move against. This is coming on the heels of um an Austin
[3:26] is coming on the heels of um an Austin
[3:26] is coming on the heels of um an Austin Wilson show reported story earlier this
[3:28] Wilson show reported story earlier this
[3:28] Wilson show reported story earlier this week around OpenAI's uh most uh most
[3:32] week around OpenAI's uh most uh most
[3:32] week around OpenAI's uh most uh most current incident involving agents that
[3:36] current incident involving agents that
[3:36] current incident involving agents that went and surfed the web went and checked
[3:37] went and surfed the web went and checked
[3:37] went and surfed the web went and checked out 55 websites um that was kind of
[3:40] out 55 websites um that was kind of
[3:40] out 55 websites um that was kind of outside of their purview. Um California
[3:43] outside of their purview. Um California
[3:43] outside of their purview. Um California says that AI developers can be held
[3:46] says that AI developers can be held
[3:46] says that AI developers can be held legally accountable when their models
[3:47] legally accountable when their models
[3:47] legally accountable when their models carry out or enable cyber attacks. um an
[3:52] carry out or enable cyber attacks. um an
[3:52] carry out or enable cyber attacks. um an investigative subpoena served on Open
[3:54] investigative subpoena served on Open
[3:54] investigative subpoena served on Open AI. Uh building on the hugging face
[3:56] AI. Uh building on the hugging face
[3:56] AI. Uh building on the hugging face breach probe. Uh it does not mean uh
[4:00] breach probe. Uh it does not mean uh
[4:00] breach probe. Uh it does not mean uh that charges are being brought against
[4:02] that charges are being brought against
[4:02] that charges are being brought against Open AI, just that they're investigating
[4:05] Open AI, just that they're investigating
[4:05] Open AI, just that they're investigating what's going on here. Well, this is kind
[4:09] what's going on here. Well, this is kind
[4:09] what's going on here. Well, this is kind of an interesting story. we've, you
[4:11] of an interesting story. we've, you
[4:11] of an interesting story. we've, you know, talked in and or around this
[4:14] know, talked in and or around this
[4:14] know, talked in and or around this subject for uh the life of this program
[4:18] subject for uh the life of this program
[4:18] subject for uh the life of this program and I'm sure we will continue to talk
[4:20] and I'm sure we will continue to talk
[4:20] and I'm sure we will continue to talk about this uh in terms of the the legal
[4:24] about this uh in terms of the the legal
[4:24] about this uh in terms of the the legal implications or ramifications around uh
[4:26] implications or ramifications around uh
[4:26] implications or ramifications around uh security events related to um AI models
[4:31] security events related to um AI models
[4:31] security events related to um AI models or super intelligent models. Uh and
[4:34] or super intelligent models. Uh and
[4:34] or super intelligent models. Uh and specifically it seems like OpenAI is is
[4:36] specifically it seems like OpenAI is is
[4:36] specifically it seems like OpenAI is is the group that is leading this has most
[4:39] the group that is leading this has most
[4:39] the group that is leading this has most of the incidents and gets in the most
[4:42] of the incidents and gets in the most
[4:42] of the incidents and gets in the most trouble for this stuff. Um we'll see if
[4:45] trouble for this stuff. Um we'll see if
[4:45] trouble for this stuff. Um we'll see if that continues or that trend changes. Um
[4:49] that continues or that trend changes. Um
[4:49] that continues or that trend changes. Um why is this important? Well um number
[4:51] why is this important? Well um number
[4:52] why is this important? Well um number one I think again we come back to the
[4:53] one I think again we come back to the
[4:53] one I think again we come back to the fact that it's good to see that there's
[4:56] fact that it's good to see that there's
[4:56] fact that it's good to see that there's accountability. Now uh this might be a
[4:58] accountability. Now uh this might be a
[4:58] accountability. Now uh this might be a little bit redundant. Um, every US
[5:01] little bit redundant. Um, every US
[5:01] little bit redundant. Um, every US company is uh currently held accountable
[5:05] company is uh currently held accountable
[5:05] company is uh currently held accountable for uh what their products produce and
[5:10] for uh what their products produce and
[5:10] for uh what their products produce and the impact um really negative in impact
[5:13] the impact um really negative in impact
[5:13] the impact um really negative in impact that their products would have on um uh
[5:17] that their products would have on um uh
[5:17] that their products would have on um uh American individuals. Um and I think
[5:22] American individuals. Um and I think
[5:22] American individuals. Um and I think probably global jurisdictions would uh
[5:25] probably global jurisdictions would uh
[5:25] probably global jurisdictions would uh prosecute open AI on the same grounds if
[5:27] prosecute open AI on the same grounds if
[5:27] prosecute open AI on the same grounds if their technology did harm uh harm u
[5:30] their technology did harm uh harm u
[5:30] their technology did harm uh harm u people and they could prove it. I think
[5:32] people and they could prove it. I think
[5:32] people and they could prove it. I think the interesting thing here is the
[5:33] the interesting thing here is the
[5:33] the interesting thing here is the investigative portion. So, you know,
[5:35] investigative portion. So, you know,
[5:35] investigative portion. So, you know, part of the problem with these models
[5:38] part of the problem with these models
[5:38] part of the problem with these models and with OpenAI and spec specifically um
[5:41] and with OpenAI and spec specifically um
[5:41] and with OpenAI and spec specifically um as it seems is uh they don't appear to
[5:45] as it seems is uh they don't appear to
[5:45] as it seems is uh they don't appear to be tracking the actions of the models
[5:47] be tracking the actions of the models
[5:48] be tracking the actions of the models very closely. Just to recap what
[5:50] very closely. Just to recap what
[5:50] very closely. Just to recap what happened in July, there was a a breakout
[5:54] happened in July, there was a a breakout
[5:54] happened in July, there was a a breakout of rogue AI agents at Open AI. Um
[5:58] of rogue AI agents at Open AI. Um
[5:58] of rogue AI agents at Open AI. Um essentially what happened was Open AAI
[6:01] essentially what happened was Open AAI
[6:01] essentially what happened was Open AAI was doing research and they continually
[6:03] was doing research and they continually
[6:03] was doing research and they continually do this. They were doing research to see
[6:05] do this. They were doing research to see
[6:05] do this. They were doing research to see the capabilities of these agents. And
[6:08] the capabilities of these agents. And
[6:08] the capabilities of these agents. And what they did, it was a really
[6:09] what they did, it was a really
[6:09] what they did, it was a really interesting kind of clever test, but
[6:11] interesting kind of clever test, but
[6:11] interesting kind of clever test, but they gave the agents essentially an
[6:14] they gave the agents essentially an
[6:14] they gave the agents essentially an impossible task. Uh go complete this
[6:17] impossible task. Uh go complete this
[6:17] impossible task. Uh go complete this impossible task uh at any means you can
[6:21] impossible task uh at any means you can
[6:21] impossible task uh at any means you can figure out how to get this job done
[6:23] figure out how to get this job done
[6:23] figure out how to get this job done knowing that the task was absolutely
[6:25] knowing that the task was absolutely
[6:25] knowing that the task was absolutely impossible.
[6:28] impossible.
[6:28] impossible. What that ended up doing was causing the
[6:30] What that ended up doing was causing the
[6:30] What that ended up doing was causing the agents to um really push the limits on
[6:35] agents to um really push the limits on
[6:35] agents to um really push the limits on their capabilities, their coordination,
[6:38] their capabilities, their coordination,
[6:38] their capabilities, their coordination, uh their creativity, which is really
[6:41] uh their creativity, which is really
[6:41] uh their creativity, which is really interesting from an artificial or super
[6:43] interesting from an artificial or super
[6:43] interesting from an artificial or super intelligence perspective to observe
[6:44] intelligence perspective to observe
[6:44] intelligence perspective to observe that. Uh the problem with that or maybe
[6:47] that. Uh the problem with that or maybe
[6:47] that. Uh the problem with that or maybe the expected solution is that unexpected
[6:51] the expected solution is that unexpected
[6:51] the expected solution is that unexpected things would would happen. Um the the
[6:53] things would would happen. Um the the
[6:53] things would would happen. Um the the the problem herein is that um OpenAI
[6:57] the problem herein is that um OpenAI
[6:57] the problem herein is that um OpenAI was not as it appears was not uh
[7:01] was not as it appears was not uh
[7:01] was not as it appears was not uh continuously monitoring
[7:03] continuously monitoring
[7:03] continuously monitoring uh this situation or um
[7:07] uh this situation or um
[7:07] uh this situation or um really paid an attention to what the
[7:09] really paid an attention to what the
[7:09] really paid an attention to what the agents were doing. This led to the
[7:11] agents were doing. This led to the
[7:11] agents were doing. This led to the agents breaking out getting into the
[7:13] agents breaking out getting into the
[7:13] agents breaking out getting into the open web. Um they found uh API keys
[7:18] open web. Um they found uh API keys
[7:18] open web. Um they found uh API keys which are essentially security codes um
[7:21] which are essentially security codes um
[7:21] which are essentially security codes um that in forward to today um why is this
[7:24] that in forward to today um why is this
[7:24] that in forward to today um why is this subpoena important? Why might it might
[7:26] subpoena important? Why might it might
[7:26] subpoena important? Why might it might it be interesting is that uh the the
[7:30] it be interesting is that uh the the
[7:30] it be interesting is that uh the the public or outsiders from open AAI don't
[7:33] public or outsiders from open AAI don't
[7:33] public or outsiders from open AAI don't specifically and maybe Open AI to some
[7:34] specifically and maybe Open AI to some
[7:34] specifically and maybe Open AI to some extent do not specifically know uh what
[7:39] extent do not specifically know uh what
[7:39] extent do not specifically know uh what happened each step along the way in both
[7:41] happened each step along the way in both
[7:41] happened each step along the way in both that hugging face incident and the most
[7:43] that hugging face incident and the most
[7:43] that hugging face incident and the most recent incident where the agents broke
[7:45] recent incident where the agents broke
[7:45] recent incident where the agents broke out and surfed the web. um the
[7:49] out and surfed the web. um the
[7:49] out and surfed the web. um the not knowing what the agents did each
[7:51] not knowing what the agents did each
[7:51] not knowing what the agents did each step of the way could be concerning or
[7:53] step of the way could be concerning or
[7:54] step of the way could be concerning or or really it just makes it harder to
[7:55] or really it just makes it harder to
[7:55] or really it just makes it harder to prevent this in the future if we don't
[7:57] prevent this in the future if we don't
[7:57] prevent this in the future if we don't know exactly what happened. Um, that
[8:00] know exactly what happened. Um, that
[8:00] know exactly what happened. Um, that being said, the subpoena is interesting
[8:02] being said, the subpoena is interesting
[8:02] being said, the subpoena is interesting because potentially the state of
[8:04] because potentially the state of
[8:04] because potentially the state of California would um require or or um u
[8:10] California would um require or or um u
[8:10] California would um require or or um u you know essentially force open AI to
[8:13] you know essentially force open AI to
[8:13] you know essentially force open AI to make those uh trace logs
[8:17] make those uh trace logs
[8:17] make those uh trace logs uh public and we would understand what
[8:20] uh public and we would understand what
[8:20] uh public and we would understand what happened each step of the way. Um,
[8:22] happened each step of the way. Um,
[8:22] happened each step of the way. Um, altogether that kind of information
[8:24] altogether that kind of information
[8:24] altogether that kind of information would be powerful and extremely helpful
[8:26] would be powerful and extremely helpful
[8:26] would be powerful and extremely helpful for the industry as a whole as we could
[8:29] for the industry as a whole as we could
[8:29] for the industry as a whole as we could all learn what these agents do kind of
[8:32] all learn what these agents do kind of
[8:32] all learn what these agents do kind of at the extreme level of their
[8:33] at the extreme level of their
[8:33] at the extreme level of their capabilities and understand how to
[8:36] capabilities and understand how to
[8:36] capabilities and understand how to protect against that. Um, really
[8:38] protect against that. Um, really
[8:38] protect against that. Um, really interesting stuff. Will this go
[8:40] interesting stuff. Will this go
[8:40] interesting stuff. Will this go anywhere? I don't know. But it but it is
[8:42] anywhere? I don't know. But it but it is
[8:42] anywhere? I don't know. But it but it is I you know again I like to see uh you
[8:47] I you know again I like to see uh you
[8:47] I you know again I like to see uh you know there there's a give and take
[8:49] know there there's a give and take
[8:49] know there there's a give and take relationship here. Um it seems that uh
[8:53] relationship here. Um it seems that uh
[8:53] relationship here. Um it seems that uh OpenAI probably needs to get their act
[8:55] OpenAI probably needs to get their act
[8:55] OpenAI probably needs to get their act together a little bit more as they
[8:56] together a little bit more as they
[8:56] together a little bit more as they continually have these incidents. Uh but
[8:59] continually have these incidents. Uh but
[8:59] continually have these incidents. Uh but there are they are being held
[9:01] there are they are being held
[9:02] there are they are being held accountable which is is good to see and
[9:05] accountable which is is good to see and
[9:05] accountable which is is good to see and um I think we can all appreciate that.
[9:07] um I think we can all appreciate that.
[9:07] um I think we can all appreciate that. Moving on to the next story. Uh
[9:08] Moving on to the next story. Uh
[9:08] Moving on to the next story. Uh Bloomberg reported Thursday that
[9:11] Bloomberg reported Thursday that
[9:11] Bloomberg reported Thursday that Anthropic could start marketing its IPO
[9:15] Anthropic could start marketing its IPO
[9:16] Anthropic could start marketing its IPO uh the week of November 9th. So, we're
[9:19] uh the week of November 9th. So, we're
[9:19] uh the week of November 9th. So, we're maybe potentially about a month out from
[9:21] maybe potentially about a month out from
[9:22] maybe potentially about a month out from Anthropic
[9:23] Anthropic
[9:23] Anthropic um beginning to
[9:26] um beginning to
[9:26] um beginning to market uh their public offering uh with
[9:29] market uh their public offering uh with
[9:29] market uh their public offering uh with trading possible before Thanksgiving.
[9:31] trading possible before Thanksgiving.
[9:31] trading possible before Thanksgiving. Bloomberg also reports uh an investor
[9:34] Bloomberg also reports uh an investor
[9:34] Bloomberg also reports uh an investor day at its San Francisco headquarters on
[9:36] day at its San Francisco headquarters on
[9:36] day at its San Francisco headquarters on October 14th. So, that's coming up in a
[9:39] October 14th. So, that's coming up in a
[9:39] October 14th. So, that's coming up in a couple weeks. Uh prospective investors
[9:42] couple weeks. Uh prospective investors
[9:42] couple weeks. Uh prospective investors reportedly see it worth $1.8 to $2
[9:46] reportedly see it worth $1.8 to $2
[9:46] reportedly see it worth $1.8 to $2 trillion. uh a uh an astounding number
[9:51] trillion. uh a uh an astounding number
[9:51] trillion. uh a uh an astounding number for an initial public offering. Um at
[9:54] for an initial public offering. Um at
[9:54] for an initial public offering. Um at that size, it would be the largest IPO
[9:57] that size, it would be the largest IPO
[9:57] that size, it would be the largest IPO ever and the first time uh that public
[10:00] ever and the first time uh that public
[10:00] ever and the first time uh that public markets put a price on a Frontier AI
[10:04] markets put a price on a Frontier AI
[10:04] markets put a price on a Frontier AI lab. Uh Anthropic is aiming to list as
[10:07] lab. Uh Anthropic is aiming to list as
[10:07] lab. Uh Anthropic is aiming to list as early as mid November at a valuation of
[10:11] early as mid November at a valuation of
[10:11] early as mid November at a valuation of uh up to $2 trillion. Um Bloomberg's
[10:13] uh up to $2 trillion. Um Bloomberg's
[10:14] uh up to $2 trillion. Um Bloomberg's sources describe uh the the early
[10:16] sources describe uh the the early
[10:16] sources describe uh the the early marketing event in in early November as
[10:19] marketing event in in early November as
[10:19] marketing event in in early November as well as investor days in October. Uh the
[10:22] well as investor days in October. Uh the
[10:22] well as investor days in October. Uh the leaked perspectus showed that uh $4.6
[10:26] leaked perspectus showed that uh $4.6
[10:26] leaked perspectus showed that uh $4.6 billion in revenue in 2025, nearly $42
[10:29] billion in revenue in 2025, nearly $42
[10:30] billion in revenue in 2025, nearly $42 billion in net losses. Of course, those
[10:31] billion in net losses. Of course, those
[10:31] billion in net losses. Of course, those are 2025 numbers. 2026 uh it's estimated
[10:37] are 2025 numbers. 2026 uh it's estimated
[10:37] are 2025 numbers. 2026 uh it's estimated that Anthropic would be targeting
[10:39] that Anthropic would be targeting
[10:39] that Anthropic would be targeting towards a hundred billion dollars in
[10:42] towards a hundred billion dollars in
[10:42] towards a hundred billion dollars in revenue in 2026.
[10:44] revenue in 2026.
[10:44] revenue in 2026. Um this is a uh would be a monumental uh
[10:51] Um this is a uh would be a monumental uh
[10:51] Um this is a uh would be a monumental uh IPO. Um really interesting
[10:56] IPO. Um really interesting
[10:56] IPO. Um really interesting fact that somebody put together. Um, I
[10:59] fact that somebody put together. Um, I
[10:59] fact that somebody put together. Um, I think maybe in the history of the S&P
[11:01] think maybe in the history of the S&P
[11:01] think maybe in the history of the S&P 500 or uh NASDAQ or something I I I I
[11:05] 500 or uh NASDAQ or something I I I I
[11:06] 500 or uh NASDAQ or something I I I I don't know the exact context, but all
[11:08] don't know the exact context, but all
[11:08] don't know the exact context, but all IPOs
[11:10] IPOs
[11:10] IPOs up to and through 2025
[11:13] up to and through 2025
[11:13] up to and through 2025 uh in aggregate were somewhere around $4
[11:17] uh in aggregate were somewhere around $4
[11:17] uh in aggregate were somewhere around $4 trillion
[11:19] trillion
[11:19] trillion uh at uh initial offering, right? Uh
[11:23] uh at uh initial offering, right? Uh
[11:23] uh at uh initial offering, right? Uh those are nominal values, not adjusted
[11:25] those are nominal values, not adjusted
[11:25] those are nominal values, not adjusted for inflation, but $4 trillion in
[11:28] for inflation, but $4 trillion in
[11:28] for inflation, but $4 trillion in absolute dollars in IPO value uh in the
[11:32] absolute dollars in IPO value uh in the
[11:32] absolute dollars in IPO value uh in the history of of the market. 2026. Um, it
[11:36] history of of the market. 2026. Um, it
[11:36] history of of the market. 2026. Um, it doesn't look like Open AI is going to go
[11:39] doesn't look like Open AI is going to go
[11:40] doesn't look like Open AI is going to go public, but should OpenAI go public in
[11:43] public, but should OpenAI go public in
[11:43] public, but should OpenAI go public in early 2027, between OpenAI, Anthropic,
[11:47] early 2027, between OpenAI, Anthropic,
[11:47] early 2027, between OpenAI, Anthropic, and SpaceX AI, the aggregate value of
[11:50] and SpaceX AI, the aggregate value of
[11:50] and SpaceX AI, the aggregate value of those IPOs would be greater than all
[11:53] those IPOs would be greater than all
[11:53] those IPOs would be greater than all IPOs up to this point. Uh, point being,
[11:57] IPOs up to this point. Uh, point being,
[11:57] IPOs up to this point. Uh, point being, crazy times, just crazy numbers. It's
[11:59] crazy times, just crazy numbers. It's
[12:00] crazy times, just crazy numbers. It's really hard to wrap your head around. I
[12:02] really hard to wrap your head around. I
[12:02] really hard to wrap your head around. I I I mean uh even that earlier number
[12:05] I I mean uh even that earlier number
[12:05] I I mean uh even that earlier number four something billion in revenue in
[12:07] four something billion in revenue in
[12:07] four something billion in revenue in 2026 against $42 billion in losses. And
[12:11] 2026 against $42 billion in losses. And
[12:11] 2026 against $42 billion in losses. And then to scale from uh that that $4
[12:14] then to scale from uh that that $4
[12:14] then to scale from uh that that $4 billion number to $100 billion
[12:18] billion number to $100 billion
[12:18] billion number to $100 billion potentially in less than a year is uh
[12:22] potentially in less than a year is uh
[12:22] potentially in less than a year is uh astounding, phenomenal. And if nothing
[12:25] astounding, phenomenal. And if nothing
[12:25] astounding, phenomenal. And if nothing else, it it tells you the impact that AI
[12:29] else, it it tells you the impact that AI
[12:29] else, it it tells you the impact that AI is having on uh the US economy, the
[12:33] is having on uh the US economy, the
[12:33] is having on uh the US economy, the global economy. You you don't see those
[12:35] global economy. You you don't see those
[12:36] global economy. You you don't see those kind of numbers uh unless uh there is a
[12:40] kind of numbers uh unless uh there is a
[12:40] kind of numbers uh unless uh there is a real measurable impact. um
[12:44] real measurable impact. um
[12:44] real measurable impact. um there's not a lot of historical
[12:45] there's not a lot of historical
[12:45] there's not a lot of historical significance or or um support to suggest
[12:49] significance or or um support to suggest
[12:49] significance or or um support to suggest that uh companies and people spend that
[12:51] that uh companies and people spend that
[12:51] that uh companies and people spend that kind of money for no reason, right? Um
[12:55] kind of money for no reason, right? Um
[12:55] kind of money for no reason, right? Um this is like a just a really really big
[12:58] this is like a just a really really big
[12:58] this is like a just a really really big deal. It's exciting to see. It's
[13:01] deal. It's exciting to see. It's
[13:01] deal. It's exciting to see. It's important, you know, both from that
[13:02] important, you know, both from that
[13:02] important, you know, both from that economic standpoint, but also u with
[13:05] economic standpoint, but also u with
[13:05] economic standpoint, but also u with Anthropic going public, we'll get to see
[13:08] Anthropic going public, we'll get to see
[13:08] Anthropic going public, we'll get to see um a little bit behind the curtains of
[13:11] um a little bit behind the curtains of
[13:11] um a little bit behind the curtains of uh how they operate their business, the
[13:13] uh how they operate their business, the
[13:13] uh how they operate their business, the the finances, the the more specifics on
[13:16] the finances, the the more specifics on
[13:16] the finances, the the more specifics on the financials and understanding uh the
[13:19] the financials and understanding uh the
[13:19] the financials and understanding uh the the business strategy and um uh kind of
[13:24] the business strategy and um uh kind of
[13:24] the business strategy and um uh kind of the economics within uh which will have
[13:27] the economics within uh which will have
[13:27] the economics within uh which will have a big impact on the the um AI economy
[13:30] a big impact on the the um AI economy
[13:30] a big impact on the the um AI economy and and AI businesses moving forward and
[13:32] and and AI businesses moving forward and
[13:32] and and AI businesses moving forward and understanding are these businesses
[13:34] understanding are these businesses
[13:34] understanding are these businesses profitable? Is there a pathway to
[13:36] profitable? Is there a pathway to
[13:36] profitable? Is there a pathway to profitability? Um what kind of actual
[13:39] profitability? Um what kind of actual
[13:39] profitability? Um what kind of actual tangible impact are these businesses
[13:41] tangible impact are these businesses
[13:41] tangible impact are these businesses having on the economy and and Anthropic
[13:44] having on the economy and and Anthropic
[13:44] having on the economy and and Anthropic is is uh kind of the biggest and most
[13:46] is is uh kind of the biggest and most
[13:46] is is uh kind of the biggest and most important AI company right now. which is
[13:51] important AI company right now. which is
[13:51] important AI company right now. which is um crazy to think that a year ago uh
[13:54] um crazy to think that a year ago uh
[13:54] um crazy to think that a year ago uh Anthropic um you know was
[13:59] Anthropic um you know was
[13:59] Anthropic um you know was hadn't really caught on quite yet that
[14:02] hadn't really caught on quite yet that
[14:02] hadn't really caught on quite yet that Anthropic had developed a a really
[14:05] Anthropic had developed a a really
[14:05] Anthropic had developed a a really really phenomenal product. Um but they
[14:07] really phenomenal product. Um but they
[14:07] really phenomenal product. Um but they have and they continue to push it. Um,
[14:09] have and they continue to push it. Um,
[14:09] have and they continue to push it. Um, you know, the other question that that
[14:11] you know, the other question that that
[14:11] you know, the other question that that comes up too is are investors going to
[14:13] comes up too is are investors going to
[14:13] comes up too is are investors going to be willing to buy a company that uh
[14:17] be willing to buy a company that uh
[14:17] be willing to buy a company that uh warns against,
[14:19] warns against,
[14:19] warns against, you know, possible existential threat,
[14:21] you know, possible existential threat,
[14:21] you know, possible existential threat, right? Um
[14:23] right? Um
[14:23] right? Um we we've talked about kind of this
[14:25] we we've talked about kind of this
[14:25] we we've talked about kind of this contrast where um open AI or or rather
[14:29] contrast where um open AI or or rather
[14:29] contrast where um open AI or or rather anthropic kind of speaks out of both
[14:31] anthropic kind of speaks out of both
[14:31] anthropic kind of speaks out of both sides of the mouth where you know the
[14:33] sides of the mouth where you know the
[14:34] sides of the mouth where you know the the risk and the threat associated with
[14:37] the risk and the threat associated with
[14:37] the risk and the threat associated with uh super intelligence and this advanced
[14:39] uh super intelligence and this advanced
[14:39] uh super intelligence and this advanced technology
[14:41] technology
[14:41] technology uh is is very very dangerous and you
[14:44] uh is is very very dangerous and you
[14:44] uh is is very very dangerous and you know we got to look out for things but
[14:46] know we got to look out for things but
[14:46] know we got to look out for things but also we're building it you know so it it
[14:49] also we're building it you know so it it
[14:49] also we're building it you know so it it it's it'll be interesting to see how
[14:50] it's it'll be interesting to see how
[14:50] it's it'll be interesting to see how investors react to that um also like
[14:53] investors react to that um also like
[14:53] investors react to that um also like after
[14:55] after
[14:55] after uh the SpaceX AI IPO, several other IPOs
[15:00] uh the SpaceX AI IPO, several other IPOs
[15:00] uh the SpaceX AI IPO, several other IPOs this year, several uh mergers and uh
[15:03] this year, several uh mergers and uh
[15:03] this year, several uh mergers and uh acquisitions, uh lots of economic
[15:06] acquisitions, uh lots of economic
[15:06] acquisitions, uh lots of economic activity this year. Are investors
[15:08] activity this year. Are investors
[15:08] activity this year. Are investors exhausted yet? Do they still have the
[15:11] exhausted yet? Do they still have the
[15:11] exhausted yet? Do they still have the the fortitude to go buy more AI? Um
[15:16] the fortitude to go buy more AI? Um
[15:16] the fortitude to go buy more AI? Um we'll see. Um and then lastly, the maybe
[15:18] we'll see. Um and then lastly, the maybe
[15:18] we'll see. Um and then lastly, the maybe the the last but potentially most
[15:20] the the last but potentially most
[15:20] the the last but potentially most important impact is again uh it's
[15:23] important impact is again uh it's
[15:23] important impact is again uh it's reported Anthropic is targeting
[15:26] reported Anthropic is targeting
[15:26] reported Anthropic is targeting uh over a half a trillion dollars in
[15:29] uh over a half a trillion dollars in
[15:30] uh over a half a trillion dollars in investment uh in in compute spend uh to
[15:34] investment uh in in compute spend uh to
[15:34] investment uh in in compute spend uh to continue to grow their business which
[15:36] continue to grow their business which
[15:36] continue to grow their business which they just these are astronomical numbers
[15:39] they just these are astronomical numbers
[15:39] they just these are astronomical numbers and uh it's amazing to see. We'll
[15:41] and uh it's amazing to see. We'll
[15:41] and uh it's amazing to see. We'll continue to track this story as it
[15:43] continue to track this story as it
[15:43] continue to track this story as it develops. Um, and excited to see what
[15:47] develops. Um, and excited to see what
[15:47] develops. Um, and excited to see what this has in store for us. Um, moving on,
[15:51] this has in store for us. Um, moving on,
[15:51] this has in store for us. Um, moving on, the Financial Times reports 10 cent
[15:54] the Financial Times reports 10 cent
[15:54] the Financial Times reports 10 cent signed a 5-year deal worth about $7
[15:56] signed a 5-year deal worth about $7
[15:56] signed a 5-year deal worth about $7 billion
[15:58] billion
[15:58] billion to roughly uh uh to to use roughly
[16:02] to roughly uh uh to to use roughly
[16:02] to roughly uh uh to to use roughly $100,000 or 100,000 advanced AI chips in
[16:06] $100,000 or 100,000 advanced AI chips in
[16:06] $100,000 or 100,000 advanced AI chips in Oracle data centers in Southeast Asia.
[16:09] Oracle data centers in Southeast Asia.
[16:09] Oracle data centers in Southeast Asia. Um the the US has barred China from
[16:13] Um the the US has barred China from
[16:13] Um the the US has barred China from using advanced chips or buying advanced
[16:16] using advanced chips or buying advanced
[16:16] using advanced chips or buying advanced chips from American companies. Uh but
[16:19] chips from American companies. Uh but
[16:19] chips from American companies. Uh but the question here is does that prevent
[16:21] the question here is does that prevent
[16:21] the question here is does that prevent them from leasing or renting these chips
[16:25] them from leasing or renting these chips
[16:25] them from leasing or renting these chips in offshore data centers? Um we'll find
[16:29] in offshore data centers? Um we'll find
[16:29] in offshore data centers? Um we'll find out. This is a reported story. Uh 10
[16:33] out. This is a reported story. Uh 10
[16:33] out. This is a reported story. Uh 10 cent nor Oracle have um uh confirmed
[16:37] cent nor Oracle have um uh confirmed
[16:37] cent nor Oracle have um uh confirmed this. So, so we'll uh continue to track
[16:40] this. So, so we'll uh continue to track
[16:40] this. So, so we'll uh continue to track and see how this develops. This is um
[16:43] and see how this develops. This is um
[16:44] and see how this develops. This is um interesting as um Oracle
[16:49] interesting as um Oracle
[16:49] interesting as um Oracle um has kind of had a an amazing run over
[16:52] um has kind of had a an amazing run over
[16:52] um has kind of had a an amazing run over the past couple years being a big backer
[16:56] the past couple years being a big backer
[16:56] the past couple years being a big backer and a big supporter of uh the um the
[17:00] and a big supporter of uh the um the
[17:00] and a big supporter of uh the um the buildout of data centers and the compute
[17:03] buildout of data centers and the compute
[17:03] buildout of data centers and the compute required to run these AI models. Um what
[17:07] required to run these AI models. Um what
[17:07] required to run these AI models. Um what does what does this mean in context uh
[17:11] does what does this mean in context uh
[17:11] does what does this mean in context uh or or really to just get down in the
[17:12] or or really to just get down in the
[17:12] or or really to just get down in the nittygritty? Um Oracle traditionally is
[17:16] nittygritty? Um Oracle traditionally is
[17:16] nittygritty? Um Oracle traditionally is a database provider. Um they provide the
[17:20] a database provider. Um they provide the
[17:20] a database provider. Um they provide the a lot of the uh hardware and uh servers
[17:25] a lot of the uh hardware and uh servers
[17:25] a lot of the uh hardware and uh servers for businesses to operate their
[17:28] for businesses to operate their
[17:28] for businesses to operate their businesses. They've been a a stalworth
[17:30] businesses. They've been a a stalworth
[17:30] businesses. They've been a a stalworth in the business community for um I think
[17:35] in the business community for um I think
[17:35] in the business community for um I think nearly 50 years um and and have been
[17:39] nearly 50 years um and and have been
[17:39] nearly 50 years um and and have been extremely successful in in doing so and
[17:42] extremely successful in in doing so and
[17:42] extremely successful in in doing so and and pivoted through a lot of different
[17:43] and pivoted through a lot of different
[17:43] and pivoted through a lot of different cycles. Their main business is
[17:45] cycles. Their main business is
[17:46] cycles. Their main business is essentially hey we sell um uh these
[17:50] essentially hey we sell um uh these
[17:50] essentially hey we sell um uh these servers in data centers for businesses
[17:53] servers in data centers for businesses
[17:53] servers in data centers for businesses to host and and run and operate their
[17:56] to host and and run and operate their
[17:56] to host and and run and operate their businesses on. Right. Um, fast forward
[17:59] businesses on. Right. Um, fast forward
[17:59] businesses on. Right. Um, fast forward to a couple years ago, uh, AI blow up.
[18:04] to a couple years ago, uh, AI blow up.
[18:04] to a couple years ago, uh, AI blow up. Um, we need more data centers.
[18:07] Um, we need more data centers.
[18:07] Um, we need more data centers. Obviously, we need more servers running
[18:10] Obviously, we need more servers running
[18:10] Obviously, we need more servers running AI compute. Um, and powering these AI
[18:14] AI compute. Um, and powering these AI
[18:14] AI compute. Um, and powering these AI systems, which is a different uh, use
[18:17] systems, which is a different uh, use
[18:17] systems, which is a different uh, use case than just normal business
[18:19] case than just normal business
[18:19] case than just normal business operations or or database or kind of
[18:22] operations or or database or kind of
[18:22] operations or or database or kind of normal uh, data storage. um Oracle was a
[18:27] normal uh, data storage. um Oracle was a
[18:27] normal uh, data storage. um Oracle was a big part of helping finance uh this
[18:30] big part of helping finance uh this
[18:30] big part of helping finance uh this effort um and partnering with OpenAI and
[18:33] effort um and partnering with OpenAI and
[18:33] effort um and partnering with OpenAI and others to go um um build and plan to
[18:37] others to go um um build and plan to
[18:37] others to go um um build and plan to build uh these solutions. And so that's
[18:41] build uh these solutions. And so that's
[18:41] build uh these solutions. And so that's why this is really important um uh is
[18:45] why this is really important um uh is
[18:45] why this is really important um uh is Oracle has been kind of leading the way
[18:47] Oracle has been kind of leading the way
[18:47] Oracle has been kind of leading the way from the physical hardware standpoint
[18:50] from the physical hardware standpoint
[18:50] from the physical hardware standpoint whereas you've got the open AAI or the
[18:52] whereas you've got the open AAI or the
[18:52] whereas you've got the open AAI or the anthropic um uh claude chat GBT u
[18:57] anthropic um uh claude chat GBT u
[18:57] anthropic um uh claude chat GBT u managing the and building the the
[19:00] managing the and building the the
[19:00] managing the and building the the technology or the intelligence the
[19:02] technology or the intelligence the
[19:02] technology or the intelligence the software portion you've got the oracles
[19:04] software portion you've got the oracles
[19:04] software portion you've got the oracles of the world building the the hardware
[19:06] of the world building the the hardware
[19:06] of the world building the the hardware portion to run that on Um
[19:10] portion to run that on Um
[19:10] portion to run that on Um this is uh interesting and of course
[19:13] this is uh interesting and of course
[19:13] this is uh interesting and of course we're going to see um what comes out of
[19:16] we're going to see um what comes out of
[19:16] we're going to see um what comes out of this if there is a lot of truth to this.
[19:19] this if there is a lot of truth to this.
[19:19] this if there is a lot of truth to this. Sometimes these stories break ahead of
[19:22] Sometimes these stories break ahead of
[19:22] Sometimes these stories break ahead of time and um before they're actually
[19:25] time and um before they're actually
[19:25] time and um before they're actually confirmed uh and then the companies get
[19:28] confirmed uh and then the companies get
[19:28] confirmed uh and then the companies get backlash or uh realize hey maybe this is
[19:31] backlash or uh realize hey maybe this is
[19:31] backlash or uh realize hey maybe this is not a great idea and they they um they
[19:34] not a great idea and they they um they
[19:34] not a great idea and they they um they back down from that. So, it'll be
[19:35] back down from that. So, it'll be
[19:36] back down from that. So, it'll be interesting to see if this actually goes
[19:37] interesting to see if this actually goes
[19:37] interesting to see if this actually goes into effect. This is important on a
[19:39] into effect. This is important on a
[19:40] into effect. This is important on a number of different levels. Um,
[19:41] number of different levels. Um,
[19:41] number of different levels. Um, strategically, the US has blocked um
[19:45] strategically, the US has blocked um
[19:45] strategically, the US has blocked um Chinese companies and and and China
[19:47] Chinese companies and and and China
[19:47] Chinese companies and and and China itself from buying advanced AI chips or
[19:51] itself from buying advanced AI chips or
[19:51] itself from buying advanced AI chips or using advanced AI hardware. Um and um uh
[19:58] using advanced AI hardware. Um and um uh
[19:58] using advanced AI hardware. Um and um uh a deal like this where Oracle would be
[20:00] a deal like this where Oracle would be
[20:00] a deal like this where Oracle would be renting AI chips or AI hardware to a
[20:03] renting AI chips or AI hardware to a
[20:03] renting AI chips or AI hardware to a Chinese company obviously has
[20:06] Chinese company obviously has
[20:06] Chinese company obviously has substantial um implications there. Uh
[20:09] substantial um implications there. Uh
[20:09] substantial um implications there. Uh now whether or not this wouldn't get you
[20:12] now whether or not this wouldn't get you
[20:12] now whether or not this wouldn't get you know somehow blocked by the US
[20:14] know somehow blocked by the US
[20:14] know somehow blocked by the US government. Uh we don't know what types
[20:16] government. Uh we don't know what types
[20:16] government. Uh we don't know what types of chips that are that that they would
[20:18] of chips that are that that they would
[20:18] of chips that are that that they would be operating. So there's more than one
[20:21] be operating. So there's more than one
[20:21] be operating. So there's more than one different type of AI chip and uh with
[20:24] different type of AI chip and uh with
[20:24] different type of AI chip and uh with different capabilities. Um the US allows
[20:29] different capabilities. Um the US allows
[20:29] different capabilities. Um the US allows um uh Chinese companies to buy certain
[20:33] um uh Chinese companies to buy certain
[20:33] um uh Chinese companies to buy certain AI chips that are low power, not cutting
[20:36] AI chips that are low power, not cutting
[20:36] AI chips that are low power, not cutting edge um kind of simple application
[20:38] edge um kind of simple application
[20:38] edge um kind of simple application stuff. Uh so it'd be interesting to see
[20:41] stuff. Uh so it'd be interesting to see
[20:41] stuff. Uh so it'd be interesting to see what that actually turns out to be. Um
[20:44] what that actually turns out to be. Um
[20:44] what that actually turns out to be. Um but but the other kind of implication
[20:47] but but the other kind of implication
[20:47] but but the other kind of implication here is um you know why is Oracle in a
[20:52] here is um you know why is Oracle in a
[20:52] here is um you know why is Oracle in a position where they need to sell $7
[20:53] position where they need to sell $7
[20:53] position where they need to sell $7 billion worth of chips or rent $7
[20:55] billion worth of chips or rent $7
[20:55] billion worth of chips or rent $7 billion worth of these chips, right? Um
[20:58] billion worth of these chips, right? Um
[20:58] billion worth of these chips, right? Um are they uh is do they not have enough
[21:02] are they uh is do they not have enough
[21:02] are they uh is do they not have enough demand for this? Um is the capacity
[21:06] demand for this? Um is the capacity
[21:06] demand for this? Um is the capacity uh they have such available capacity
[21:09] uh they have such available capacity
[21:09] uh they have such available capacity that they could sell this? that that is
[21:11] that they could sell this? that that is
[21:11] that they could sell this? that that is an interesting implication where if
[21:13] an interesting implication where if
[21:13] an interesting implication where if we're seeing demand kind of curtail um
[21:16] we're seeing demand kind of curtail um
[21:16] we're seeing demand kind of curtail um what does that mean for AI? What does
[21:19] what does that mean for AI? What does
[21:19] what does that mean for AI? What does that mean for the economy broadly? Uh
[21:21] that mean for the economy broadly? Uh
[21:21] that mean for the economy broadly? Uh it's interesting. It's an interesting
[21:23] it's interesting. It's an interesting
[21:23] it's interesting. It's an interesting story. Again, we'll continue to track
[21:25] story. Again, we'll continue to track
[21:25] story. Again, we'll continue to track this as it develops. And I appreciate
[21:27] this as it develops. And I appreciate
[21:27] this as it develops. And I appreciate your feedback. Hopefully I'm explaining
[21:28] your feedback. Hopefully I'm explaining
[21:28] your feedback. Hopefully I'm explaining these concepts in a simple enough way
[21:30] these concepts in a simple enough way
[21:30] these concepts in a simple enough way where it's easy to to understand uh and
[21:34] where it's easy to to understand uh and
[21:34] where it's easy to to understand uh and easy to um uh make decisions in your
[21:37] easy to um uh make decisions in your
[21:37] easy to um uh make decisions in your daily life as you look at your
[21:39] daily life as you look at your
[21:39] daily life as you look at your investment portfolio or you get on your
[21:42] investment portfolio or you get on your
[21:42] investment portfolio or you get on your phone and are talking to chat JPT and
[21:45] phone and are talking to chat JPT and
[21:45] phone and are talking to chat JPT and understanding hey is this uh agent on an
[21:49] understanding hey is this uh agent on an
[21:49] understanding hey is this uh agent on an Oracle uh database or data center
[21:53] Oracle uh database or data center
[21:53] Oracle uh database or data center someplace out in the world I don't know
[21:55] someplace out in the world I don't know
[21:56] someplace out in the world I don't know it's interesting to see an interesting
[21:57] it's interesting to see an interesting
[21:57] it's interesting to see an interesting interesting to track. Uh moving on, uh
[22:00] interesting to track. Uh moving on, uh
[22:00] interesting to track. Uh moving on, uh we saw on Monday morning SpaceX launched
[22:04] we saw on Monday morning SpaceX launched
[22:04] we saw on Monday morning SpaceX launched their first orbital mission of their
[22:08] their first orbital mission of their
[22:08] their first orbital mission of their Starship
[22:09] Starship
[22:09] Starship uh uh their latest vehicle that they've
[22:12] uh uh their latest vehicle that they've
[22:12] uh uh their latest vehicle that they've been developing over the past couple
[22:13] been developing over the past couple
[22:14] been developing over the past couple years. Really exciting to watch that. If
[22:16] years. Really exciting to watch that. If
[22:16] years. Really exciting to watch that. If you haven't seen it, you should go look
[22:17] you haven't seen it, you should go look
[22:17] you haven't seen it, you should go look up the video. It's really cool and
[22:19] up the video. It's really cool and
[22:19] up the video. It's really cool and there's some pretty awesome um uh
[22:22] there's some pretty awesome um uh
[22:22] there's some pretty awesome um uh pictures as well, too. Um part of that
[22:25] pictures as well, too. Um part of that
[22:25] pictures as well, too. Um part of that launch, Google uh launched their first
[22:29] launch, Google uh launched their first
[22:29] launch, Google uh launched their first uh project suncatcher prototype
[22:32] uh project suncatcher prototype
[22:32] uh project suncatcher prototype satellite that uh went for a ride on
[22:35] satellite that uh went for a ride on
[22:35] satellite that uh went for a ride on that uh starship and and was launched
[22:38] that uh starship and and was launched
[22:38] that uh starship and and was launched into orbit on uh Thursday. Uh this is
[22:43] into orbit on uh Thursday. Uh this is
[22:43] into orbit on uh Thursday. Uh this is carrying Google's own AI chips and
[22:46] carrying Google's own AI chips and
[22:46] carrying Google's own AI chips and Google says that uh the satellite is
[22:50] Google says that uh the satellite is
[22:50] Google says that uh the satellite is quote unquote operating as expected.
[22:53] quote unquote operating as expected.
[22:53] quote unquote operating as expected. Over the coming weeks it'll measure how
[22:55] Over the coming weeks it'll measure how
[22:55] Over the coming weeks it'll measure how the chips handle launch stress,
[22:57] the chips handle launch stress,
[22:57] the chips handle launch stress, radiation, and heat. Um this is a really
[23:02] radiation, and heat. Um this is a really
[23:02] radiation, and heat. Um this is a really interesting and exciting thing. Um you
[23:05] interesting and exciting thing. Um you
[23:06] interesting and exciting thing. Um you know there's been some push back if you
[23:08] know there's been some push back if you
[23:08] know there's been some push back if you haven't seen it to data centers and data
[23:11] haven't seen it to data centers and data
[23:11] haven't seen it to data centers and data center buildout uh terrestrially uh and
[23:16] center buildout uh terrestrially uh and
[23:16] center buildout uh terrestrially uh and u a lot of people have talked about
[23:18] u a lot of people have talked about
[23:18] u a lot of people have talked about including Elon Musk um building data
[23:20] including Elon Musk um building data
[23:20] including Elon Musk um building data centers in space and so this is one of
[23:23] centers in space and so this is one of
[23:24] centers in space and so this is one of the first um if not the the first big
[23:28] the first um if not the the first big
[23:28] the first um if not the the first big move to to test that as Google is uh
[23:32] move to to test that as Google is uh
[23:32] move to to test that as Google is uh testing and measuring how their AI chips
[23:34] testing and measuring how their AI chips
[23:34] testing and measuring how their AI chips would perform in space. Um, this is the
[23:40] would perform in space. Um, this is the
[23:40] would perform in space. Um, this is the I guess first realworld test of AI chips
[23:44] I guess first realworld test of AI chips
[23:44] I guess first realworld test of AI chips running in space. So, this is a big deal
[23:47] running in space. So, this is a big deal
[23:47] running in space. So, this is a big deal for Google, big deal for SpaceX AI, big
[23:51] for Google, big deal for SpaceX AI, big
[23:52] for Google, big deal for SpaceX AI, big deal for um, uh, kind of AI in general
[23:56] deal for um, uh, kind of AI in general
[23:56] deal for um, uh, kind of AI in general as we look at, hey, is this possible?
[23:59] as we look at, hey, is this possible?
[23:59] as we look at, hey, is this possible? Can we uh build data centers in space
[24:03] Can we uh build data centers in space
[24:03] Can we uh build data centers in space and what sort of impact would that have?
[24:07] and what sort of impact would that have?
[24:07] and what sort of impact would that have? This is just a preliminary test. They're
[24:09] This is just a preliminary test. They're
[24:09] This is just a preliminary test. They're going to do further tests in 2027 where
[24:12] going to do further tests in 2027 where
[24:12] going to do further tests in 2027 where they begin to link two different
[24:14] they begin to link two different
[24:14] they begin to link two different satellites and uh test building out a a
[24:18] satellites and uh test building out a a
[24:18] satellites and uh test building out a a a satellite array. Um this is so this is
[24:23] a satellite array. Um this is so this is
[24:23] a satellite array. Um this is so this is really an interesting
[24:25] really an interesting
[24:25] really an interesting um hypothesis that that folks have had
[24:27] um hypothesis that that folks have had
[24:28] um hypothesis that that folks have had for a little while and people have been
[24:29] for a little while and people have been
[24:29] for a little while and people have been claiming and disclaiming and uh there's
[24:32] claiming and disclaiming and uh there's
[24:32] claiming and disclaiming and uh there's been arguments over it whether or not
[24:35] been arguments over it whether or not
[24:35] been arguments over it whether or not you can put a data center in space and
[24:40] you can put a data center in space and
[24:40] you can put a data center in space and run it in space uh successfully. And um
[24:44] run it in space uh successfully. And um
[24:44] run it in space uh successfully. And um the big question or one of the big
[24:46] the big question or one of the big
[24:46] the big question or one of the big questions is um the the radiation from
[24:49] questions is um the the radiation from
[24:49] questions is um the the radiation from the sun uh when you're when you're
[24:51] the sun uh when you're when you're
[24:51] the sun uh when you're when you're orbiting the earth is that going to fry
[24:53] orbiting the earth is that going to fry
[24:53] orbiting the earth is that going to fry these AI chips essentially. Uh there's
[24:56] these AI chips essentially. Uh there's
[24:56] these AI chips essentially. Uh there's questions around the vacuum of space and
[24:58] questions around the vacuum of space and
[24:58] questions around the vacuum of space and heat transfer. Um there's you know you
[25:01] heat transfer. Um there's you know you
[25:01] heat transfer. Um there's you know you kind of look at the pros. like, hey, you
[25:05] kind of look at the pros. like, hey, you
[25:05] kind of look at the pros. like, hey, you could put together a bunch of these um
[25:08] could put together a bunch of these um
[25:08] could put together a bunch of these um uh AI chips, build out these essentially
[25:11] uh AI chips, build out these essentially
[25:11] uh AI chips, build out these essentially AI servers in space, um deploy solar
[25:15] AI servers in space, um deploy solar
[25:15] AI servers in space, um deploy solar panels, and have it just sitting facing
[25:18] panels, and have it just sitting facing
[25:18] panels, and have it just sitting facing the sun 24/7. You're getting free power.
[25:22] the sun 24/7. You're getting free power.
[25:22] the sun 24/7. You're getting free power. Obviously, on the back side of the
[25:25] Obviously, on the back side of the
[25:25] Obviously, on the back side of the satellite, you're facing the vacuum of
[25:27] satellite, you're facing the vacuum of
[25:27] satellite, you're facing the vacuum of space, which is extremely cold. Uh so,
[25:30] space, which is extremely cold. Uh so,
[25:30] space, which is extremely cold. Uh so, you get free cooling there. Um and then
[25:33] you get free cooling there. Um and then
[25:33] you get free cooling there. Um and then uh they do have ways to beam uh that
[25:37] uh they do have ways to beam uh that
[25:37] uh they do have ways to beam uh that technology back down to earth. Obviously
[25:39] technology back down to earth. Obviously
[25:40] technology back down to earth. Obviously um uh SpaceX has a product called
[25:43] um uh SpaceX has a product called
[25:43] um uh SpaceX has a product called Starlink which is satellite based
[25:45] Starlink which is satellite based
[25:45] Starlink which is satellite based internet. Um and so you you would be
[25:48] internet. Um and so you you would be
[25:48] internet. Um and so you you would be able to essentially run all the AI
[25:52] able to essentially run all the AI
[25:52] able to essentially run all the AI compute all the machines running our
[25:54] compute all the machines running our
[25:54] compute all the machines running our favorite AI engines today could be
[25:57] favorite AI engines today could be
[25:57] favorite AI engines today could be running in space and that'd be really
[25:59] running in space and that'd be really
[25:59] running in space and that'd be really powerful. Most of that's hypothetical,
[26:01] powerful. Most of that's hypothetical,
[26:02] powerful. Most of that's hypothetical, right? So, this is the first test and
[26:03] right? So, this is the first test and
[26:03] right? So, this is the first test and saying, "Okay, can we even just launch
[26:06] saying, "Okay, can we even just launch
[26:06] saying, "Okay, can we even just launch AI chips to space and and uh get them to
[26:09] AI chips to space and and uh get them to
[26:09] AI chips to space and and uh get them to work?" And so, Google will be testing
[26:11] work?" And so, Google will be testing
[26:11] work?" And so, Google will be testing this out. This comes on the heels of the
[26:13] this out. This comes on the heels of the
[26:13] this out. This comes on the heels of the the Google Gemini or uh yeah, Google
[26:16] the Google Gemini or uh yeah, Google
[26:16] the Google Gemini or uh yeah, Google Argon 4 announcement uh earlier this
[26:19] Argon 4 announcement uh earlier this
[26:19] Argon 4 announcement uh earlier this week. So, Google is um they're a
[26:23] week. So, Google is um they're a
[26:23] week. So, Google is um they're a sleeper. They haven't been doing a lot
[26:26] sleeper. They haven't been doing a lot
[26:26] sleeper. They haven't been doing a lot uh or or just making a splash in the AI
[26:28] uh or or just making a splash in the AI
[26:28] uh or or just making a splash in the AI space lately. And then we've got kind of
[26:30] space lately. And then we've got kind of
[26:30] space lately. And then we've got kind of two big headlines
[26:32] two big headlines
[26:32] two big headlines uh this week from Google, which is
[26:34] uh this week from Google, which is
[26:34] uh this week from Google, which is awesome. And then moving on to our final
[26:36] awesome. And then moving on to our final
[26:36] awesome. And then moving on to our final story, this is uh just an interesting uh
[26:39] story, this is uh just an interesting uh
[26:40] story, this is uh just an interesting uh perspective. There's a um a website
[26:42] perspective. There's a um a website
[26:42] perspective. There's a um a website called archive
[26:44] called archive
[26:44] called archive um spelled in a funny way, but the the
[26:47] um spelled in a funny way, but the the
[26:47] um spelled in a funny way, but the the um this is kind of the main open archive
[26:50] um this is kind of the main open archive
[26:50] um this is kind of the main open archive for research papers. Um and u
[26:54] for research papers. Um and u
[26:54] for research papers. Um and u essentially anybody can publish their
[26:57] essentially anybody can publish their
[26:57] essentially anybody can publish their research papers on archive u and have
[27:01] research papers on archive u and have
[27:01] research papers on archive u and have their submissions reviewed by other
[27:04] their submissions reviewed by other
[27:04] their submissions reviewed by other scientists and researchers professionals
[27:06] scientists and researchers professionals
[27:06] scientists and researchers professionals that that would be interested in looking
[27:08] that that would be interested in looking
[27:08] that that would be interested in looking at these research papers and
[27:10] at these research papers and
[27:10] at these research papers and understanding them. The the problem is
[27:13] understanding them. The the problem is
[27:13] understanding them. The the problem is in the AI age you can produce a lot of
[27:15] in the AI age you can produce a lot of
[27:15] in the AI age you can produce a lot of research and um write a lot of papers
[27:19] research and um write a lot of papers
[27:19] research and um write a lot of papers really fast and so archive um has
[27:22] really fast and so archive um has
[27:22] really fast and so archive um has limited every author to two submissions
[27:25] limited every author to two submissions
[27:25] limited every author to two submissions a month uh starting yesterday I guess
[27:29] a month uh starting yesterday I guess
[27:29] a month uh starting yesterday I guess and um um this is this will be it'll be
[27:33] and um um this is this will be it'll be
[27:33] and um um this is this will be it'll be interesting to see like were all these
[27:35] interesting to see like were all these
[27:35] interesting to see like were all these research papers just AI slop um are we
[27:39] research papers just AI slop um are we
[27:39] research papers just AI slop um are we going to is this um reduction in in
[27:42] going to is this um reduction in in
[27:42] going to is this um reduction in in submissions going to enable us to see
[27:45] submissions going to enable us to see
[27:45] submissions going to enable us to see kind of the best of the best
[27:47] kind of the best of the best
[27:47] kind of the best of the best submissions. Uh we'll have to track this
[27:49] submissions. Uh we'll have to track this
[27:49] submissions. Uh we'll have to track this as it develops. Um I think it is uh you
[27:53] as it develops. Um I think it is uh you
[27:53] as it develops. Um I think it is uh you know one thing in terms of uh uh the AI
[27:57] know one thing in terms of uh uh the AI
[27:57] know one thing in terms of uh uh the AI production and being able to produce
[27:59] production and being able to produce
[27:59] production and being able to produce more and more and more is is exciting,
[28:01] more and more and more is is exciting,
[28:01] more and more and more is is exciting, but how much of that are we um is it
[28:04] but how much of that are we um is it
[28:04] but how much of that are we um is it just trash? It's just not not good, not
[28:07] just trash? It's just not not good, not
[28:07] just trash? It's just not not good, not high quality. Uh and so it'll be
[28:10] high quality. Uh and so it'll be
[28:10] high quality. Uh and so it'll be interesting to see if we have um uh more
[28:16] interesting to see if we have um uh more
[28:16] interesting to see if we have um uh more uh groups like this put limitations on
[28:20] uh groups like this put limitations on
[28:20] uh groups like this put limitations on open submissions uh and understanding uh
[28:24] open submissions uh and understanding uh
[28:24] open submissions uh and understanding uh what kind of uh these caps would um what
[28:28] what kind of uh these caps would um what
[28:28] what kind of uh these caps would um what kind of impact these caps would have on
[28:30] kind of impact these caps would have on
[28:30] kind of impact these caps would have on research which is really interesting.
[28:31] research which is really interesting.
[28:31] research which is really interesting. But then we look at um a lot of um
[28:35] But then we look at um a lot of um
[28:35] But then we look at um a lot of um development tools. Um previously when
[28:38] development tools. Um previously when
[28:38] development tools. Um previously when you had human developers, they could
[28:40] you had human developers, they could
[28:40] you had human developers, they could only do a limited amount of uh work and
[28:43] only do a limited amount of uh work and
[28:43] only do a limited amount of uh work and only submit a little limited amount of
[28:46] only submit a little limited amount of
[28:46] only submit a little limited amount of um um uh just submissions for code
[28:50] um um uh just submissions for code
[28:50] um um uh just submissions for code review and whatnot. Uh and uh and now in
[28:53] review and whatnot. Uh and uh and now in
[28:53] review and whatnot. Uh and uh and now in the age of AI, it's 10x or 100x what it
[28:57] the age of AI, it's 10x or 100x what it
[28:57] the age of AI, it's 10x or 100x what it used to be. And so, um, I wonder, you
[28:59] used to be. And so, um, I wonder, you
[28:59] used to be. And so, um, I wonder, you know, there's going to be, um, other,
[29:03] know, there's going to be, um, other,
[29:03] know, there's going to be, um, other, um, entities that put similar rate
[29:05] um, entities that put similar rate
[29:06] um, entities that put similar rate limits on, uh, their products and and
[29:09] limits on, uh, their products and and
[29:09] limits on, uh, their products and and how people interact with it. And I
[29:11] how people interact with it. And I
[29:11] how people interact with it. And I think, you know, you can play this tape
[29:14] think, you know, you can play this tape
[29:14] think, you know, you can play this tape forward a little bit and say, okay,
[29:17] forward a little bit and say, okay,
[29:17] forward a little bit and say, okay, well, what does that look like for um,
[29:20] well, what does that look like for um,
[29:20] well, what does that look like for um, social media, right? We see tons of AI
[29:24] social media, right? We see tons of AI
[29:24] social media, right? We see tons of AI slop and just AI produced material on
[29:28] slop and just AI produced material on
[29:28] slop and just AI produced material on social media. Um, is that uh are those
[29:31] social media. Um, is that uh are those
[29:32] social media. Um, is that uh are those bot accounts just running crazy AI?
[29:35] bot accounts just running crazy AI?
[29:35] bot accounts just running crazy AI? Sometimes yes, but not all the time. A
[29:37] Sometimes yes, but not all the time. A
[29:37] Sometimes yes, but not all the time. A lot of the time it's just people
[29:38] lot of the time it's just people
[29:38] lot of the time it's just people creating um infinite AI
[29:42] creating um infinite AI
[29:42] creating um infinite AI uh media and and putting that out. And
[29:45] uh media and and putting that out. And
[29:45] uh media and and putting that out. And so um you know, and I love talking about
[29:48] so um you know, and I love talking about
[29:48] so um you know, and I love talking about this. I think it's really interesting.
[29:50] this. I think it's really interesting.
[29:50] this. I think it's really interesting. Um it's difficult because AI can produce
[29:54] Um it's difficult because AI can produce
[29:54] Um it's difficult because AI can produce some really good content, some really
[29:56] some really good content, some really
[29:56] some really good content, some really quality
[29:57] quality
[29:57] quality uh material.
[30:00] uh material.
[30:00] uh material. The thing is at this point and um
[30:04] The thing is at this point and um
[30:04] The thing is at this point and um probably
[30:06] probably
[30:06] probably for a decent period into the future um
[30:10] for a decent period into the future um
[30:10] for a decent period into the future um humans will be able to easily recognize
[30:13] humans will be able to easily recognize
[30:13] humans will be able to easily recognize and see what is AI and what is human
[30:16] and see what is AI and what is human
[30:16] and see what is AI and what is human created. um the the the um- which puts
[30:20] created. um the the the um- which puts
[30:20] created. um the the the um- which puts more value in my opinion on human
[30:22] more value in my opinion on human
[30:22] more value in my opinion on human created content, right? Um, we love the
[30:26] created content, right? Um, we love the
[30:26] created content, right? Um, we love the idiosyncrasies of humans and and how
[30:29] idiosyncrasies of humans and and how
[30:29] idiosyncrasies of humans and and how humans are imperfect and how humans
[30:32] humans are imperfect and how humans
[30:32] humans are imperfect and how humans create and um it's really hard for
[30:36] create and um it's really hard for
[30:36] create and um it's really hard for computers to bottle that up and uh
[30:39] computers to bottle that up and uh
[30:40] computers to bottle that up and uh reproduce that because computers need uh
[30:43] reproduce that because computers need uh
[30:43] reproduce that because computers need uh to have um really like un understandable
[30:47] to have um really like un understandable
[30:47] to have um really like un understandable structure to work off of. Um and so
[30:50] structure to work off of. Um and so
[30:50] structure to work off of. Um and so that's why you see kind of the AI slop
[30:52] that's why you see kind of the AI slop
[30:52] that's why you see kind of the AI slop pattern. Uh so anyways, it'll be
[30:54] pattern. Uh so anyways, it'll be
[30:54] pattern. Uh so anyways, it'll be interesting to see do other platforms
[30:56] interesting to see do other platforms
[30:56] interesting to see do other platforms limit the number of submiss submissions
[30:59] limit the number of submiss submissions
[30:59] limit the number of submiss submissions that humans can make because they're
[31:01] that humans can make because they're
[31:01] that humans can make because they're making uh such high volume of AI created
[31:06] making uh such high volume of AI created
[31:06] making uh such high volume of AI created content. Do we see new platforms that
[31:09] content. Do we see new platforms that
[31:09] content. Do we see new platforms that pop up that are human only? No AI. Um,
[31:13] pop up that are human only? No AI. Um,
[31:13] pop up that are human only? No AI. Um, there's cool tools out there. If you
[31:15] there's cool tools out there. If you
[31:15] there's cool tools out there. If you haven't seen, there's a a tool called
[31:17] haven't seen, there's a a tool called
[31:17] haven't seen, there's a a tool called Pang Gra uh that will read um you can
[31:22] Pang Gra uh that will read um you can
[31:22] Pang Gra uh that will read um you can give it any text and it'll tell you
[31:24] give it any text and it'll tell you
[31:24] give it any text and it'll tell you whether or not it's AI produced. Um and
[31:28] whether or not it's AI produced. Um and
[31:28] whether or not it's AI produced. Um and um and then uh Anthropic Claude came
[31:32] um and then uh Anthropic Claude came
[31:32] um and then uh Anthropic Claude came out. they're, you know, putting stuff in
[31:34] out. they're, you know, putting stuff in
[31:34] out. they're, you know, putting stuff in their text that makes it so that um you
[31:37] their text that makes it so that um you
[31:38] their text that makes it so that um you would always be able to to to detect
[31:40] would always be able to to to detect
[31:40] would always be able to to to detect whether it's AI writing. Anyways, it'll
[31:42] whether it's AI writing. Anyways, it'll
[31:42] whether it's AI writing. Anyways, it'll be interesting to see how humans and AI
[31:46] be interesting to see how humans and AI
[31:46] be interesting to see how humans and AI work together, how the value of human
[31:49] work together, how the value of human
[31:49] work together, how the value of human creation
[31:51] creation
[31:51] creation um uh or human created
[31:55] um uh or human created
[31:55] um uh or human created uh content uh goes up. like I see human
[31:59] uh content uh goes up. like I see human
[31:59] uh content uh goes up. like I see human created content just being more and more
[32:01] created content just being more and more
[32:01] created content just being more and more valuable as we have higher and higher
[32:04] valuable as we have higher and higher
[32:04] valuable as we have higher and higher volumes of AI created content. Um so
[32:08] volumes of AI created content. Um so
[32:08] volumes of AI created content. Um so really interesting stuff coming out. We
[32:10] really interesting stuff coming out. We
[32:10] really interesting stuff coming out. We covered a lot today. Uh what a great
[32:13] covered a lot today. Uh what a great
[32:13] covered a lot today. Uh what a great day. Happy Friday to everybody. Uh it
[32:16] day. Happy Friday to everybody. Uh it
[32:16] day. Happy Friday to everybody. Uh it was fun uh talking through you know a
[32:19] was fun uh talking through you know a
[32:19] was fun uh talking through you know a number of these different topics. AI
[32:22] number of these different topics. AI
[32:22] number of these different topics. AI safety out of California.
[32:24] safety out of California.
[32:24] safety out of California. um SpaceX AI and and Google's AI chip,
[32:27] um SpaceX AI and and Google's AI chip,
[32:27] um SpaceX AI and and Google's AI chip, the anthropic IPO, uh this archive uh
[32:31] the anthropic IPO, uh this archive uh
[32:31] the anthropic IPO, uh this archive uh piece and what's going on with Oracle
[32:35] piece and what's going on with Oracle
[32:35] piece and what's going on with Oracle and Tencent. Uh we love your feedback.
[32:38] and Tencent. Uh we love your feedback.
[32:38] and Tencent. Uh we love your feedback. Love to hear um what you're learning,
[32:41] Love to hear um what you're learning,
[32:41] Love to hear um what you're learning, what you're seeing. Uh if you've got any
[32:43] what you're seeing. Uh if you've got any
[32:43] what you're seeing. Uh if you've got any questions or would like to engage with
[32:45] questions or would like to engage with
[32:45] questions or would like to engage with us, please visit us at tawws.live
[32:50] us, please visit us at tawws.live
[32:50] us, please visit us at tawws.live live uh and you can sign up for our
[32:54] live uh and you can sign up for our
[32:54] live uh and you can sign up for our newsletter, the loop, uh a weekly
[32:57] newsletter, the loop, uh a weekly
[32:57] newsletter, the loop, uh a weekly newsletter where we talk about these
[33:00] newsletter where we talk about these
[33:00] newsletter where we talk about these topics and more and explain them in in
[33:02] topics and more and explain them in in
[33:02] topics and more and explain them in in further detail and look forward to
[33:05] further detail and look forward to
[33:05] further detail and look forward to seeing you guys there. Um, thank you
[33:07] seeing you guys there. Um, thank you
[33:07] seeing you guys there. Um, thank you again. My name is Austin Wilson. This is
[33:09] again. My name is Austin Wilson. This is
[33:10] again. My name is Austin Wilson. This is the Austin Wilson Show and you guys have
[33:12] the Austin Wilson Show and you guys have
[33:12] the Austin Wilson Show and you guys have yourself a great day.
[33:30] Heat.
[33:35] Hey, Heat.