正在加载视频...

视频加载失败

加载此视频时出现问题。这可能是由于临时网络问题，或视频可能不可用。

Anthropic Co-founder, Tom Brown: We're heading into the biggest infrastructure buildout in human history -- bigger than Apollo or the Manhattan Project AGI compute spending is rising at ~3x per year That trajectory is locked in for next year; 2027-2028 are less certain

Haider.

50,635 subscribers

37,931 次观看 • 11 个月前 •via X (Twitter)

Anya Rossi• Live Now

Private livecam show

0 条评论

暂无评论

原始帖子的评论将显示在这里

相关视频

Anthropic CEO Dario Amodei on the AI energy buildout: “The amount of compute the industry is building goes up by 3x each year” This year: 10-15 GW Next year: 30-40 GW 2028: 100 GW 2029: 300 GW “Each gigawatt costs maybe $10 billion. You’re getting multiple trillions a year by 2028 or 2029”

Anthropic CEO Dario Amodei on the AI energy buildout: “The amount of compute the industry is building goes up by 3x each year” This year: 10-15 GW Next year: 30-40 GW 2028: 100 GW 2029: 300 GW “Each gigawatt costs maybe $10 billion. You’re getting multiple trillions a year by 2028 or 2029”

Small Cap Snipa

103,467 次观看 • 5 个月前

Anthropic co-founder Jack Clark: We're building a technology something 10 times bigger than the Industrial Revolution, compressed into 10 times less time The Industrial Revolution changed jobs over generations "but this is different: millions of copies, smarter and faster than any human"

Anthropic co-founder Jack Clark: We're building a technology something 10 times bigger than the Industrial Revolution, compressed into 10 times less time The Industrial Revolution changed jobs over generations "but this is different: millions of copies, smarter and faster than any human"

Haider.

25,526 次观看 • 2 个月前

Anthropic Co-Founder Tom Brown: Why Anthropic Models Are The Best at Coding "The benchmarks are so easy to game. All the other big AI labs have teams whose job it is to make the benchmark scores good. We don't have such a team. That is the biggest factor." Anthropic's Tom Brown on Y Combinator's Lightcone Podcast with Garry Tan, Harj Taggar, Diana, and Jared Friedman

Anthropic Co-Founder Tom Brown: Why Anthropic Models Are The Best at Coding "The benchmarks are so easy to game. All the other big AI labs have teams whose job it is to make the benchmark scores good. We don't have such a team. That is the biggest factor." Anthropic's Tom Brown on Y Combinator's Lightcone Podcast with Garry Tan, Harj Taggar, Diana, and Jared Friedman

Overlap: Business & Tech

62,964 次观看 • 11 个月前

The SpaceX IPO is a bet on whoever sells the picks and shovels in the AI era. $15B a year from Anthropic alone, locked through 2029. Starlink's cash is already funding the orbital buildout that comes next. Thank you David Carbutt for the edit.

The SpaceX IPO is a bet on whoever sells the picks and shovels in the AI era. $15B a year from Anthropic alone, locked through 2029. Starlink's cash is already funding the orbital buildout that comes next. Thank you David Carbutt for the edit.

Farzad 🇺🇸 🇮🇷

42,482 次观看 • 2 个月前

The CEO of Anthropic just said we are 1 to 3 years away from AGI. On camera. With 90% confidence. Almost nobody watched it. INSTEAD OF ARGUING ABOUT AI TAKING JOBS. Spend 2 hours watching the CEO of Anthropic explain exactly when and how it happens. The AI compute arms race just got a reality check nobody expected. Dario Amodei, CEO of Anthropic just did the math out loud: → Revenue growing 10x per year means $100B by end of 2026 and $1T by end of 2027 → At that trajectory you could theoretically buy $5T in compute over 5 years → But if revenue comes in at even $800B instead of $1T, bankruptcy. No exceptions → And if growth slows from 10x to just 5x per year, the entire model collapses by one year This is the most honest thing anyone in AI has said publicly in years. The companies building AI infrastructure are making trillion-dollar bets on growth curves that have never existed before in history. One year off. One multiplier wrong. The whole thing unravels. The AI compute boom is real. The risk underneath it is equally real. The question is not whether AI is the future. It is whether anyone can survive long enough to get there

The CEO of Anthropic just said we are 1 to 3 years away from AGI. On camera. With 90% confidence. Almost nobody watched it. INSTEAD OF ARGUING ABOUT AI TAKING JOBS. Spend 2 hours watching the CEO of Anthropic explain exactly when and how it happens. The AI compute arms race just got a reality check nobody expected. Dario Amodei, CEO of Anthropic just did the math out loud: → Revenue growing 10x per year means $100B by end of 2026 and $1T by end of 2027 → At that trajectory you could theoretically buy $5T in compute over 5 years → But if revenue comes in at even $800B instead of $1T, bankruptcy. No exceptions → And if growth slows from 10x to just 5x per year, the entire model collapses by one year This is the most honest thing anyone in AI has said publicly in years. The companies building AI infrastructure are making trillion-dollar bets on growth curves that have never existed before in history. One year off. One multiplier wrong. The whole thing unravels. The AI compute boom is real. The risk underneath it is equally real. The question is not whether AI is the future. It is whether anyone can survive long enough to get there

Dami-Defi

16,080 次观看 • 2 个月前

Nakisa Bidarian believes Jake Paul x Anthony Joshua is bigger than Tyson Fury x Anthony Joshua: "It’s almost like they’re placating to Riyadh’s season by saying, ‘Oh, the serious or big stuff is next year.’ The big stuff is definitely not next year, because this is the biggest fight. Whether you like it or not, this is bigger than anything Anthony Joshua is going to do in February. This is a much bigger fight globally than Joshua vs. Fury. It’s not even close. This is the biggest fight. This is the biggest event."

Nakisa Bidarian believes Jake Paul x Anthony Joshua is bigger than Tyson Fury x Anthony Joshua: "It’s almost like they’re placating to Riyadh’s season by saying, ‘Oh, the serious or big stuff is next year.’ The big stuff is definitely not next year, because this is the biggest fight. Whether you like it or not, this is bigger than anything Anthony Joshua is going to do in February. This is a much bigger fight globally than Joshua vs. Fury. It’s not even close. This is the biggest fight. This is the biggest event."

Ariel Helwani

28,541 次观看 • 8 个月前

Brad Gerstner: Anthropic could *ADD* $200B of Revenue in 2027 - “We’ve never seen anything like this in the history of the world.” Brad Gerstner: “Let me be provocative here. If (Anthropic) ends the year with over $100 billion (in revenue), I think they're on a revenue trajectory that could 3-5x again next year. We've never seen anything like this.” @jason: “You're saying $100B to $300B, or $100B to $400B.” Brad: “Our minds were blown if a company could go from $100M to $300M. Now we're talking from $100B to $300B. $200B of incremental revenue is incomprehensible in the history of Silicon Valley.” Chamath Palihapitiya: “In the history of the world.” Brad: “Yeah, in the history of the world. The fact that we're even talking anywhere close to this tells us something different is going on here. I think the thing that's different is that intelligence is the largest TAM we've ever seen in the history of the world. These guys are penetrating it.”

Brad Gerstner: Anthropic could ADD $200B of Revenue in 2027 - “We’ve never seen anything like this in the history of the world.” Brad Gerstner: “Let me be provocative here. If (Anthropic) ends the year with over $100 billion (in revenue), I think they're on a revenue trajectory that could 3-5x again next year. We've never seen anything like this.” @jason: “You're saying $100B to $300B, or $100B to $400B.” Brad: “Our minds were blown if a company could go from $100M to $300M. Now we're talking from $100B to $300B. $200B of incremental revenue is incomprehensible in the history of Silicon Valley.” Chamath Palihapitiya: “In the history of the world.” Brad: “Yeah, in the history of the world. The fact that we're even talking anywhere close to this tells us something different is going on here. I think the thing that's different is that intelligence is the largest TAM we've ever seen in the history of the world. These guys are penetrating it.”

The All-In Podcast

217,948 次观看 • 23 天前

"Nvidia is undervalued...Because the future is much bigger...." ~ SoftBank Founder Masayoshi Son says. And now, imo, Nvidia is most proly going to become the 1st $1T company. Masayoshi assumes that in 10 years AGI or ASI will replace 5% of global GDP (which is actually the most pessimistic forecast, as ASI could bring much bigger % impact). And that 5% of Global GDP is $9 trillion/year which ASI will bring. He also assumes the total, cumulative capex/build cost for the required AI infrastructure is $9T. So we have $9T per year of output to $9T total capex. Meaning just a 1 year payback for the entire $9T, so he calls $9T “small” because 1 year of AGI output would repay the whole build. For profit, he applies a rough 50% net margin to that $9T annual revenue, giving about $4T net income per year for the ecosystem. --- Video from 'Bloomberg Television' YT channel (link in comment).

"Nvidia is undervalued...Because the future is much bigger...." ~ SoftBank Founder Masayoshi Son says. And now, imo, Nvidia is most proly going to become the 1st $1T company. Masayoshi assumes that in 10 years AGI or ASI will replace 5% of global GDP (which is actually the most pessimistic forecast, as ASI could bring much bigger % impact). And that 5% of Global GDP is $9 trillion/year which ASI will bring. He also assumes the total, cumulative capex/build cost for the required AI infrastructure is $9T. So we have $9T per year of output to $9T total capex. Meaning just a 1 year payback for the entire $9T, so he calls $9T “small” because 1 year of AGI output would repay the whole build. For profit, he applies a rough 50% net margin to that $9T annual revenue, giving about $4T net income per year for the ecosystem. --- Video from 'Bloomberg Television' YT channel (link in comment).

Rohan Paul

813,469 次观看 • 9 个月前

Does San Diego have a revenue problem or a spending problem? Last year the city took in record tax revenue of nearly $2.1B. But spending, fueled by excessive staffing increases, is rising even faster which created the $240M structural deficit. Even with the record spending and staffing, the city’s own metrics show that performance for core city responsibilities is worse now than before. Taxpayers are paying more for less.

Does San Diego have a revenue problem or a spending problem? Last year the city took in record tax revenue of nearly $2.1B. But spending, fueled by excessive staffing increases, is rising even faster which created the $240M structural deficit. Even with the record spending and staffing, the city’s own metrics show that performance for core city responsibilities is worse now than before. Taxpayers are paying more for less.

Richard Bailey

30,501 次观看 • 11 个月前

🚨Governor DeSantis is set to sign a budget that will DECREASE spending the FOURTH YEAR IN A ROW while increasing teacher pay, infrastructure and the biggest environmental restoration in U.S. history in the Florida Everglades! “Don’t tell me this can’t be done!”

🚨Governor DeSantis is set to sign a budget that will DECREASE spending the FOURTH YEAR IN A ROW while increasing teacher pay, infrastructure and the biggest environmental restoration in U.S. history in the Florida Everglades! “Don’t tell me this can’t be done!”

Chris Nelson 🏝️🇺🇸

22,361 次观看 • 2 个月前

Demis Hassabis's new interview: "Society needs to hear that because we don't have long to prepare for what that means. We are standing in the foothills of the singularity now. ..which is AGI. I believe that we are only a few years away from that, maybe around 2030, plus or minus a year. " ~ Demis Hassabis, Co-Founder and CEO of Google DeepMind It is going to be enormously profound, I think. The future, in my view, is still to be written. But these next few years are going to be very critical as to which way that will go, and how we collectively want that to look.” --- IMO, The real disruption is not whether AGI arrives exactly in 2030, plus or minus a year, but whether institutions can adapt, as in post-AGI world, technology will change much faster than human systems can respond. Schools still train people for stable professions, companies still organize work around human bottlenecks, and governments still regulate after harm becomes visible. AGI, if it arrives anywhere near the frontier-lab timelines, compresses that lag into a dangerous gap. ---- From "Stanford Graduate School of Business" YouTube channel, (link in comment)

Demis Hassabis's new interview: "Society needs to hear that because we don't have long to prepare for what that means. We are standing in the foothills of the singularity now. ..which is AGI. I believe that we are only a few years away from that, maybe around 2030, plus or minus a year. " ~ Demis Hassabis, Co-Founder and CEO of Google DeepMind It is going to be enormously profound, I think. The future, in my view, is still to be written. But these next few years are going to be very critical as to which way that will go, and how we collectively want that to look.” --- IMO, The real disruption is not whether AGI arrives exactly in 2030, plus or minus a year, but whether institutions can adapt, as in post-AGI world, technology will change much faster than human systems can respond. Schools still train people for stable professions, companies still organize work around human bottlenecks, and governments still regulate after harm becomes visible. AGI, if it arrives anywhere near the frontier-lab timelines, compresses that lag into a dangerous gap. ---- From "Stanford Graduate School of Business" YouTube channel, (link in comment)

Rohan Paul

70,642 次观看 • 1 个月前

"7th time this year he's had 27+ touches. No other player in the league's had more than 3. And he's a 29 year old with an injury history." Colin Cowherd is concerned the 49ers are overusing Christian McCaffrey heading into the playoffs

"7th time this year he's had 27+ touches. No other player in the league's had more than 3. And he's a 29 year old with an injury history." Colin Cowherd is concerned the 49ers are overusing Christian McCaffrey heading into the playoffs

Herd w/Colin Cowherd

86,122 次观看 • 7 个月前

BREAKING NEWS: CARDANO IS ABOUT TO TAKE OVER 2026 😱😱😱 Charles Hoskinson announced that Cardano’s presence at major crypto events will be bigger than ever next year. From #Bitcoin 2026 to Consensus, TOKEN2049, and Abu Dhabi Finance Week, bringing along 50–100 of the top Cardano projects. Are we about to witness the biggest breakout year in Cardano’s history?

BREAKING NEWS: CARDANO IS ABOUT TO TAKE OVER 2026 😱😱😱 Charles Hoskinson announced that Cardano’s presence at major crypto events will be bigger than ever next year. From #Bitcoin 2026 to Consensus, TOKEN2049, and Abu Dhabi Finance Week, bringing along 50–100 of the top Cardano projects. Are we about to witness the biggest breakout year in Cardano’s history?

Mintern

22,878 次观看 • 9 个月前

McGovern: If I am understanding the numbers correctly, the latest version of their text scam, the top 0.1% stand to gain $255,000 on average in 2027 alone. That is $700 a day every day. The people who make over $1 million a year will also get their pockets lined. On average, these millionaires will have an additional $81,500 per year but pennies for everybody else. For those earning less than $50,000 a year, the average benefit is $265, less than one dollar per day

McGovern: If I am understanding the numbers correctly, the latest version of their text scam, the top 0.1% stand to gain $255,000 on average in 2027 alone. That is $700 a day every day. The people who make over $1 million a year will also get their pockets lined. On average, these millionaires will have an additional $81,500 per year but pennies for everybody else. For those earning less than $50,000 a year, the average benefit is $265, less than one dollar per day

Acyn

379,638 次观看 • 1 年前

🚨 Google and Anthropic are reportedly paying SpaceX more than $2.1 billion per month for AI compute capacity That's a revenue run rate of roughly $26 billion per year! Jeff Lutz 🔋 says the bigger story isn't the money. It's that some of the world's leading AI companies are choosing SpaceX to power their AI ambitions. A few years ago, SpaceX was known for rockets. Today, it may be becoming one of the most important AI infrastructure companies in the world. 🚀 $SPCX

🚨 Google and Anthropic are reportedly paying SpaceX more than $2.1 billion per month for AI compute capacity That's a revenue run rate of roughly $26 billion per year! Jeff Lutz 🔋 says the bigger story isn't the money. It's that some of the world's leading AI companies are choosing SpaceX to power their AI ambitions. A few years ago, SpaceX was known for rockets. Today, it may be becoming one of the most important AI infrastructure companies in the world. 🚀 $SPCX

Herbert Ong

33,728 次观看 • 1 个月前

next up from All-In Summit 2025: google co-founder sergey brin! (0:00) david friedberg intros sergey (1:41) what sergey is working on at Google (5:45) is google chasing a "god model"? (8:49) thoughts on the massive ai chip buildout (12:54) future of human-ai interaction (14:58) changing google's conservative product culture (18:21) is the "race to agi" overblown?

next up from All-In Summit 2025: google co-founder sergey brin! (0:00) david friedberg intros sergey (1:41) what sergey is working on at Google (5:45) is google chasing a "god model"? (8:49) thoughts on the massive ai chip buildout (12:54) future of human-ai interaction (14:58) changing google's conservative product culture (18:21) is the "race to agi" overblown?

The All-In Podcast

250,940 次观看 • 1 年前

David Sacks just said what every honest analyst in Silicon Valley is already thinking (Save this). Nobody has ever seen anything like this. Anthropic has grown at 10x per year for three straight years and going into 2026, the conventional wisdom was that the rate of growth had to slow at this level of scale but then the numbers came in. Q1 alone is $10B ARR to $30B, in April, $30B to $44B and that's $96 million in new ARR added every single day. Inference margins are now above 70%, up from 38% last year and the only thing holding them back was compute. That's solved now, the SpaceX deal and others Anthropic has been quietly signing unlocks the supply side. This is exactly why we are bullish on Nebius and AMD. When a single company is adding nearly $100M in ARR per day, the real trade isn't the frontier lab but rather the infrastructure underneath it. Nebius, one of the fastest-growing neoclouds on the planet posted 547% YoY revenue growth in Q4 2025, exited the year with $1.25B ARR, and is guiding for $7–9B ARR by year-end 2026. Their revenue backlog has reached $46B, with projections of $16B in revenue by 2028 and NVIDIA locked in a $2 billion stock buy agreement with them giving Nebius early access to cutting-edge chips while every other cloud scrambles for supply. AMD is the other side of the same coin. Data center revenue hit $5.78B in Q1, up 57% year-over-year with total company revenue at $10.25B, up 38%. Meta has committed to deploying up to 6 gigawatts of AMD Instinct GPUs. Data center GPU revenue is forecast to surge 114% year over year to $15B in 2026. MI400-series chips hit the market in H2 and analysts project segment operating margins climbing to 31% as the next generation ramps. The model is simple, Anthropic is printing revenue and that that revenue pays for compute. That compute flows through companies like Nebius and AMD. This is why Milk Road PRO remains bullish on them and our positions are up massively. Our analysts have broken down the full thesis, the allocations, and the price targets. Go PRO at Milk Road to see everything, link below!

David Sacks just said what every honest analyst in Silicon Valley is already thinking (Save this). Nobody has ever seen anything like this. Anthropic has grown at 10x per year for three straight years and going into 2026, the conventional wisdom was that the rate of growth had to slow at this level of scale but then the numbers came in. Q1 alone is $10B ARR to $30B, in April, $30B to $44B and that's $96 million in new ARR added every single day. Inference margins are now above 70%, up from 38% last year and the only thing holding them back was compute. That's solved now, the SpaceX deal and others Anthropic has been quietly signing unlocks the supply side. This is exactly why we are bullish on Nebius and AMD. When a single company is adding nearly $100M in ARR per day, the real trade isn't the frontier lab but rather the infrastructure underneath it. Nebius, one of the fastest-growing neoclouds on the planet posted 547% YoY revenue growth in Q4 2025, exited the year with $1.25B ARR, and is guiding for $7–9B ARR by year-end 2026. Their revenue backlog has reached $46B, with projections of $16B in revenue by 2028 and NVIDIA locked in a $2 billion stock buy agreement with them giving Nebius early access to cutting-edge chips while every other cloud scrambles for supply. AMD is the other side of the same coin. Data center revenue hit $5.78B in Q1, up 57% year-over-year with total company revenue at $10.25B, up 38%. Meta has committed to deploying up to 6 gigawatts of AMD Instinct GPUs. Data center GPU revenue is forecast to surge 114% year over year to $15B in 2026. MI400-series chips hit the market in H2 and analysts project segment operating margins climbing to 31% as the next generation ramps. The model is simple, Anthropic is printing revenue and that that revenue pays for compute. That compute flows through companies like Nebius and AMD. This is why Milk Road PRO remains bullish on them and our positions are up massively. Our analysts have broken down the full thesis, the allocations, and the price targets. Go PRO at Milk Road to see everything, link below!

Milk Road AI

184,643 次观看 • 2 个月前