CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer

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It goes beyond the title with direct discussion of like, think, it's, including: Actually, you manifested.

1. 01I mean, I feel like Sax and I would have gotten here at least 18 months sooner had we not had to drag you on our back
2. 02And it has a waterfall of cash flow that comes into it and goes out of it And so the way it works is then I build the compute and then I deliver the compute to Microsoft and they p
3. 03Okay, Chamath, that seemed like a completely reasonable explanation of how they were running the business, and that each of the boxes were isolated