The battle between Anthropic and OpenAI is heating up.
@jvisserlabs says "Sam Altman in my guess is not going to be the leader of OpenAI at some point soon."
"I would be shocked within a year if he is still running OpenAI."
"I am not sure it is fun to be in that position right now...Sam Altman seems to have nobody who really likes him, but the product people do like."
"In the end, OpenAI has an uphill battle because they made a bad decision. They tried to choose the consumer, Apple side as opposed to the enterprise side."
"I just think in the end Anthropic is the winner of that battle."
I sat down with @jvisserlabs to discuss the SpaceX IPO, orbital data centers, and the critical minerals powering the AI buildout.
We also discuss the AI model wars, why Jordi thinks Sam Altman won't be running OpenAI within a year, and how the New York Knicks playoff run connects to the future of crypto and blockchain in a world of AI and deep fakes.
YouTube: https://youtu.be/gAqXcGn3BlY?si=6lSfRlnb7rKhb-FE Spotify: https://open.spotify.com/episode/3DjSCCHigpc9zY0WproKE0?si=f63azZFATZCUwoY4-wnifw Apple: https://podcasts.apple.com/us/podcast/should-you-invest-in-spacex-ipo-elon-musk-bitcoin-or/id1434060078?i=1000772517032
TIMESTAMPS: 0:00 - Intro 1:00 - SpaceX IPO, Elon & orbital data centers 12:15 - Critical minerals & the AI supply chain 18:55 - American industrial sovereignty & critical chemicals 22:36 - AI model cost crisis & who wins the model war 37:10 - Knicks NBA Finals & the case for crypto in an AI world 47:48 - Jeff Bezos launches Prometheus 50:34 - AI use case of the week
