🔥 Hot Takes Tuesday for 2025-01-21
Here are my latest hot takes on massive AI investments and the pitfalls of exclusivity.
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Two hot takes on stories that caught my eye on Tuesday and a bonus third hot take.
🤖 + 💰 As someone that has seen joint-ventures gone right and wrong… It was the best of times, it was the worst of times, it was the age of…
[ checks notes ]
Investing half a $T (!!!) in US AI infrastructure. 🤯
Techmeme: OpenAI, SoftBank, and Oracle announce The Stargate Project, a JV to invest in US AI infrastructure, committing $100B now and up to $500B in the next four years (Kyle Wiggers/TechCrunch)
By Kyle Wiggers / TechCrunch. View the full context on Techmeme.
🤖 + 💰 Speaking of infrastructure, exclusivity can be… well, expensive… so keep it open to other possibilities?
Techmeme: Microsoft says it has a new deal with OpenAI that gives Microsoft “right of first refusal”, meaning it's no longer OpenAI's exclusive cloud provider (Kyle Wiggers/TechCrunch)
By Kyle Wiggers / TechCrunch. View the full context on Techmeme.
🤖 + 💰 It’s like that old saying… If you can’t beat em, take a significant position in them.
Techmeme: Sources: Google is investing over $1B more in Anthropic, which is also nearing a further $2B funding round from Lightspeed and other VCs at a ~$60B valuation (Financial Times)
From Financial Times. View the full context on Techmeme.
Note: Some images via Unsplash
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