Ben and Andrew discuss the future of computing and its implications for the chip market, including what Cerebras is doing that’s different, why speed may no longer be a top priority for inference, good news for China’s AI ecosystem, the future for Nvidia, and questions on Pat Gelsinger’s role in Intel’s revival. From there: Both sides of the Anthropic-xAI deal, including Anthropic’s compute solution and the triumph of market principles, as well as the market’s message to Elon Musk and xAI, and the implications for SpaceX. At the end: Thoughts on Musk’s OpenAI lawsuit, a theory on Apple’s gross margins and a land grab, and a listener’s wife enters founder mode with Claude.
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