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The Information CEO: the blue wave made Big Tech's existing compute more valuable
12 insights: why Anthropic's compute costs worry The Information's founder, why 01.AI's founder says 99% of CEOs get AI wrong, and his case for talking…
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AI customers now pay upfront for new capacity, unlike in the telecom bubble — Corning CEO
7 numbers: a 405% stock gain in 3 years, a path to a $40B revenue run rate by 2030, and why hyperscalers, not neo-clouds, carry most of Corning's AI…
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EA co-founder: John Madden bought in only after NFL players said their ratings were wrong
5 moments: the tearful Sims beta that gave EA its tagline, why AI's edge cases look like Madden's "money plays," and Steve Jobs on 400M users versus 1B
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Altimeter CEO: a 10x multiple puts Anthropic at $1.5T, 12x gets it closer to $2T
11 calls: SpaceX alone builds 25% of new US compute, a Tesla deal price, $100B for Trump Accounts, AGI within a year, United's $8B fuel bill and YouTube…
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Jensen Huang: the first step with any AI agent is to take away all of its rights
10 takeaways: why he says rogue agents are an engineering problem, what Nvidia's OpenShell and Sentry do, and why he says regulating AI too early would…
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50 states could write 50 different AI laws if Congress waits, AOL co-founder finds
5 arguments: Why he says self-regulation alone won't satisfy voters, how airline and FINRA models could work for AI, and why he says AI companies…
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"These labs need to take responsibility": US Treasury Secretary on AI liability
9 takeaways: The AI incident line he has opened with Beijing, the date every Iranian airline goes dark, and why he says oil is now driving 10- and…
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Berkeley AI professor: the labs tell Washington there is a 10-20% chance we all die
8 arguments: The 1-in-100M failure rate he wants written into law, why pacing the frontier is not a safety plan, and the bird analogy for a technology…
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Maryland Governor: data centers must bring their own power and pay for it
6 arguments: The guidelines he says are among the strictest in the country, the 31,000 federal jobs his state has lost, and why he calls the debt the…
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Flex CEO: by 2035 data centers take 20% of what the grid has available
6 takeaways: Why the spin-off is already booked out for years, the $4.4B power acquisition she is funding with debt and equity, and why she is not…
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Walter Isaacson: by saying it is dangerous, the labs just met the test for negligence
9 arguments: the sandbox escapes that changed his own mind, why this is not the Manhattan Project, and the one thing he says China genuinely wants the…
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Joe Manchin: Trump should sign an executive order barring AI IPOs until Congress acts
10 calls: why he thinks an IPO turns a safety-first lab into a shareholder servant, the 1% test he would apply as a senator, and where he would put the…
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