In this episode, we explore the latest significant cloud deals, including Anthropic&#x27;s $10 billion contract with Volta, and the implications for AI chip demand. Additionally, we discuss the shift in focus at Tesla towards AI and robotics as well as Mistral&#x27;s valuation surge amid European interest in open weight AI models. Chapters 00:00 Anthropic&#x27;s $10 Billion Cloud Deal 02:02 Elon Musk on AI at Tesla 04:02 Mistral&#x27;s Rising Valuation 05:58 AMD&#x27;s Investment in Anthropic 08:02 Google&#x27;s New AI Chip Development 09:59 Discussion on AI Cloud Strategy Show Links Get the Learn of Christ bible study app here: App Store See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Anthropic's $10 Billion Cloud Deal, Elon Musk on AI at Tesla

AI Update

Anthropic has just signed a $10 billion cloud deal with Volta for a Norway data center. Elon Musk spent almost half of the recent Tesla earnings call talking about AI and robotics. Mistral is looking at doing a $23 billion valuation as US export limits are making Europe really think about open-weight AI. AMD has just committed up to $5 billion to Anthropics in a 2 gigawatt

chip deal and Google's frozen v2 chip is looking at a 6 to 10x efficiency gain for Gemini. Before the news, I wanted to highlight one of my favorite cloud use cases that I have been up to over the last two months and that is Vibe Coding my very own iOS and Android app. It is a Bible study guide app that has cost me millions of cloud tokens. I actually had to get two cloud max $200 a month subscriptions to keep up with it because there was so much content to write. I ended up writing over

1200 chapter guide so every single chapter in the Bible. There's a study guide that breaks down the history, the context, the backgrounds of the people in it. I went and scraped all of the images from the Met and a bunch of other famous museums to get the last thousand years of incredible historical Christian artwork and add it in there and then I indexed it so every single image went to the chapter that it was painted about. So when you read the study guide, there's paintings of all of this stuff in there. I really tried to put a lot of the human element and the human touch in there.

Anthropic's $10 Billion Cloud Deal, Elon Musk on AI at Tesla

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Anthropic's $10 Billion Cloud Deal, Elon Musk on AI at Tesla

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.