The Ledger, every show

“Out of all the casualties on the frontline, between 70 and 80% are done by FPV drones.”

“This is a little bit old, but Meta has been keystroke logging employees to train AI, their AI, not so popular.”

“It was nine billion dollars at the end of December, and that number was thirty billion, right? So they added twenty billion, they're adding, you know, ten billion plus or minus a month, almost two and a half billion dollars a week.”

“Anthropic will use all the computing capacity from SpaceX's Colossus One data center in a new agreement with Elon Musk's rockets and artificial intelligence company. SpaceX will supply 300 megawatts of new computing capacity Using more than 220,000 NVIDIA GPUs…”

“We have seen perhaps the strangest AI compute deal to date, which is Anthropic Colossus. So SpaceX, Elon Musk. Have given over their first Colossus project. 100%. Not like 40%.”

“They're spending five and a half billion dollars on operating expenses on eleven billion dollar business that Has no inventory in its asset lights. So, it just, there's 11 and a half thousand employees, and it doesn't make sense.”

“We have the cash accounted for today in terms of, ah, a highly confident letter from our bank for the twenty billion, plus we've got nine billion of cash, so.”

“Like, that was the kind of thing that was countenanced before that's not countenanced now, and we're much friendlier to initiatives like censorship circumvention VPNs and to initiatives like X's Community Notes that put that power in the hands of the users or …”

“I think, you know, one key moment in August, 20, 24 was when a now former EC European Commission official, Terry Breton, Sent a letter to Elon Musk threatening him with regulatory penalties if he aired an upcoming interview on X with then presidential candidat…”

“They're not going to recommend Marketo for your agent to do marketing automation, ok? In fact, it mocked Marketo outreach and sales loft as tools useless to agents. Ok, this API grid. They said there is no place in the, an agent will never send an email throug…”

“China has blocked Meta's two billion dollar acquisition of artificial intelligence platform Manus after regulators reviewed whether the deal violated Beijing's investment rules.”

“And I think what's so fascinating, I think now there's been maybe three or more of them, one out of Australia, I think one out of the Netherlands or something, one in the U.S., that show that Snapchat actually has a positive impact on people's well-being and r…”

“They increased the amount of money that they were able to fundraise by eighty one million dollars. So that 270,000 dollar investment led to an eighty one million dollar return.”

“Every dollar wants its home in Anthropic right now, and it's caused secondary market prices to surge to a trillion dollars for Anthropic.”

“And this is just the beginning, so I think we'll see large-scale protests against AI in three months.”

“If you look at math and physics, we now are solving open math problems. We're solving Open physics problems and actually have resolved this particular physics problem recently in quantum physics in the opposite way that the community expected.”

“In the case of the GCC data centers, Anthropic was adamantly opposed to that, and they were lobbying against it, and they were, again, salting the earth against Those projects.”

“His returns are bimodally distributed pre and post Reg FD. When you have to follow the rules of disclosure, everybody's returns got kneecapped. When there was no disclosure rules. His returns were off the charts.”

“There was a memo that was leaked from OpenAI, an OpenAI memo that was leaked. I think it was in OpenAI's interest for this memo to be out there. I also think it was written in a way where they wanted it to be out there, where they came after Anthropic. Both fo…”

“This is from the AI Security Institute. This week we conducted cyber valuations of Claude Mythos preview and found that it is the first model to complete an AISI cyber range end-to-end, which means it's a 32 step corporate network attack from initial reconnais…”

“Companies that say they're selling the same model through different vendors, whether it be through first party or Bedrock, Azure, et cetera, we do see different qualities sometimes, and that's not necessarily what's advertised.”

“What's fascinating is when Snapchat is studied separately from social media, there's study after study, independent studies that show that Snapchat makes a positive impact on people's friendships, on their wellbeing, that is fundamentally Different from social…”

“Third, Anthropix revenue run rate is based on what I can tell and what's been publicly released is the fastest growing revenue run rate at scale that I think we've ever seen.”

“Late last year, Anthropic was doing, looks like, about ten billion dollars in annualized revenue, and OpenAI was over Twenty billion. But now, Anthropic has closed that. They're at nineteen billion in annualized revenue, while OpenAI, or the latest report, has…”

“They are apparently running 800 fake doctor accounts on Facebook to sell compounded GLP ones. Shiel Monat verified that the accounts are not actually doctors.”

“Iran has hit enough sites in Bahrain and Dubai that belong to Amazon that there are a couple of availability zones in those regions that are hard down, according to some internal communication that I was able to see, and that they're going to be unavailable fo…”

“The agent hiring the people, which of course is going to happen, right? It's obviously going to happen.”

“OpenAI acquires TBPN, accelerating the global conversation about AI.”

“The amount of Sequoia rounds where it's like, oh, you know, X raises money from square five billion. Trust me, Sequoia got in at one, but they just club it together and then announced the sum and then the latest valuation. And it's just very misleading.”

“I know I was, I raised real concerns about Palantir and the six other technology companies that have taken contracts with Department of Homeland Security, and I've been extraordinarily concerned that, you know, DHS or ICE, as we saw, People targeted in Minneso…”

“OpenAI is offering private equity firms a guaranteed minimum return of 17.5%, as well as early access to models not yet in public release.”

“The cruise missile we build, the actual airframe is built like you build a bathtub. And so we can take advantage of tons of contract manufacturers in the United States that can actually build a bathtub, right?”

“The American housing market had famously bubbled in Chicago and bust in California, bubbled in Florida, etc. Never altogether until Greenspan and Bernanke.”

“Mississippi and Louisiana are doing a better job of helping low-income kids get on grade level for reading than we are in the very well-resourced, very progressive state of California.”

“A rogue AI agent triggered a major security alert at Meta by taking action without approval that led to exposure of sensitive information and user data to Meta employees who could not authorize it.”

“I was the only Democrat that's absolutely Netanyahu just done the right thing to break the that access there Hezbollah and Hamas, you know, attacking also Houthis as well.”

“There was no fraud. And they, we identified, I think, believe it was six, six or seven. In fact, and now, coincidentally, they all happened to be Republicans that were voting for President Trump, and mostly they used a dead relative to try to devote that, and …”

“You know, they said that at their database between 1999 to 2023, they identified 77 instances of non-citizens voting between 1999 and 2023.”

“The government's going to say you're either going to agree to this or we're going to freeze you out of the US economy. And it doesn't matter what a court says. Because they'll come up with another justification. There'll be another one. There'll be a different…”

“There was a massive hiccup with AI agents that Sierra launched for Gap.”

“They laid out this six-month off-ramp period for, like, real national security use cases, in part because they rely on Anthropix technology right now because Anthropix is the only vendor. Like behind the current curtain in a classified environment.”

“Anthropic has its own constitution. It has its own soul. It's not the U S constitution.”

“And Throbic's not going to be one of them if they continue sort of with their sort of posture.”

“This also coincided with Anthropic, I guess, officially being designated as a supply chain risk”

“Cursor announces their movement from a billion to two billion in revenue in, in three months. Rumors of secondary round being done at fifty billion.”

“Within hours of declaring that the federal government will end use of its artificial intelligence tools made by tech company Anthropik, President Trump launched a major air attack in Iran with the help of those very same tools. Commands around the world, inclu…”

“We had a team of about a hundred SDRs and we now doing, doing it with agents. A hundred percent is being done with agents. We move those SDRs to do outbound.”

“This erupted in Slack and basically 300 employees did a walkout. In protest.”