Stargate
other on 7 shows · 0 statements across 0 episodes
TBPN 40 
Big Technology 32 
Latent Space 15 
20VC 9 
No Priors 2 
Invest Like the Best 1 
Sourcery 1
Mentions by year, every show
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TBPN 40Big Technology 32Latent Space 1520VC 9No Priors 2Invest Like the Best 1Sourcery 1
2026 14 mentions in 12 episodes 1 per episode
- The Unlikely Anthropic & SpaceX Marriage, OpenAI Trial Revelations, AI Layoffs Or Cope?
- Claude Code for Finance + The Global Memory Shortage: Doug O'Laughlin, SemiAnalysis
- The AI Memory Problem: Why Long Context Isn’t Enough — Dan Biderman, Engram Co-founder & CEO
- Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
- Cerebras CEO on the Future of Data Centres, Token Costs & Memory | Should US Companies Sell to China · 20VC with Harry Stebbings
- AI Backlash Intensifies, Nvidia GTC Preview, Meta’s Embarrassing Delay
- Anthropic vs The Pentagon: Who Wins? | The Data Center Arms Race | The Ultimate Stock Picks · 20VC with Harry Stebbings
- Apple’s MacBook Neo, OpenAI’s Pentagon Agreement, Anthropic’s Investors Silent on DoW | Diet TBPN
- 4 more episodes that year, every mention in 2026 →
2025 85 mentions in 26 episodes 3 per episode
- Countdown to GPT-5, OpenAI’s Stargate Sputters, AI Math Wars
- DeepSeek, Stargate Update, Bees Do Enjoy Honey, Golden Retriever Maxxing, Bring on the Trilly
- Weekly Recap: The Soham Parekh Drama, Meta Attacks OpenAI, Trump's Mega Bill
- How Does GROK Compare? (Full Analysis)
- Why RL Won — Kyle Corbitt, OpenPipe (acq. CoreWeave)
- Why Apple Needs a Management Overhaul & Why Google is Catching Up with Hyperscalers · 20VC with Harry Stebbings
- Are AI's Economics Unsustainable? — With Ed Zitron
- Meta Poaches OpenAI Engineers
- 18 more episodes that year, every mention in 2025 →
2024 1 mention in 1 episode
every mention on every show, scene by scene, with the transcript →
15 statements about Stargate, every show
Biderman: AI solutions will rely on model routing, not single monolithic models
“So I think routing will be part of the solution there for sure, and I think Many people, not just myself, say this solution is multi-modal. It's not Engram taking over. There's one model, and you teach it things, and you can close Stargate. That's not our appr…”
Hays: OpenAI urges White House to invest in Stargate supercomputing initiative
“In a letter to the White House sent this AM, this was yesterday, OpenAI encourages the federal government, government to invest in or contract with initiatives like OpenAI's Stargate to secure compute for public research.”
OpenAI is a high-cost token producer because it pays third-party compute margins
“OpenAI is Issue that they're trying to solve with Stargate is because they pay a margin to people for compute. And maybe the people who run their computer, not the best at running GPUs. They're a high cost producer of tokens.”
Patel: Microsoft dropped Stargate for OpenAI due to slow execution
“Microsoft is not building
Stargate for OpenAI, right? It's because it would have just been too slow, and they're doing it the lame and old way.”
Kantrowitz: OpenAI and SoftBank's Stargate has not closed a single data center deal
“Six months after Japanese billionaire Masayoshi stood shoulder to shoulder With Sam Altman and President Trump to announce the Stargate project, the newly formed company charged with making it happen has yet to complete a single deal for a data center.”
Morris: OpenAI redefined Stargate to include any rented data center
“Part of the reason they're able to claim Stargate is off the ground is because they changed the definition of it. Previously, it had to involve open AI, Oracle, the data center provider, SoftBank, the financier and MGX, which is a huge New sovereign wealth or …”
The Stargate data center corporate entity hasn't even been formed
“The Stargate entity does not exist. They haven't formed it yet.”
Coogan: Dylan Patel reports Stargate supercomputer cluster goes online in December
“Dylan Patel says December is when Stargate's coming online, and that should be a big like the biggest cluster ever”
Albergotti: OpenAI's Stargate will focus on inference across multiple sites
“My guess is like, yeah, it will be built, but like, is it gonna be some huge thing that then they like train and train AGI on? I think it's probably gonna be like multiple sites and that are connected. And a lot of it's gonna be inference rather than training.”
Morin: Stargate data center is inefficient vertical scaling for AI
“It is a vertical scaling. And as you know, my days are spent on efficiency. So I look at these things as being like, all right, this is a bigger, you know, this is an American car of AI. It's big. It consumes a lot of gas, but ultimately, you know, it's not a …”
Ritter: $500B Stargate project is $100B equity, 75% chips, 25% infrastructure
“Remember, it's equity dollars and debt that's going into this, so five hundred billion is probably a hundred billion of equity, of money going in that is sort of risk money, the rest is building out The infrastructure, 25% of it goes to buildings and cooling s…”
Ross: $500B AI infrastructure plan is not enough spending
“Actually, I don't think it's enough spending.”
Coogan: Stargate's First Texas Data Center to Be Run by Oracle
“Stargate's first data center will be in Texas. The site which started construction last year will be operated by Oracle and used by OpenAI.”
Coogan: Unprofitable AI labs must separate software and infrastructure vehicles
“OpenAI is a software company with different long-term cost structure than that of an infrastructure company. That's fine if you're at Microsoft scale and profitability, but for entities that are losing money and looking to raise more, it makes sense to be diff…”