The State of the AI Debate

The next era of the AI debate is officially upon us. On the other, you have regulators and politicians all around the country proposing AI kill switches and new bills and changes to data center policy.

It goes beyond the title with direct discussion of anthropic, data, center, including: On the one hand, you have President Trump calling for a new AI force, as well as suggesting his own rebrands of the entire industry.

1. 01First of all, thank you to today's sponsors, KPMG, Blitzy, Section, and Hyperagent
2. 02However, some potential investors have been meeting with Anthropic as part of so-called testing the waters meetings
3. 03That report repeated a claim that gross margins were above 80% if you strip out revenue-sharing deals and the cost of model training