Swyx (Shawn Wang)

“Semi-hot take is, I actually know what vertical they'll be in. They'll be content creators and podcasters.”

“As far as everyone is concerned, Claude, you know, Opus 3.5 is not coming out. GPT 4.5 is not coming out. And Gemini two, like we don't have pro whatever we've hit that wall, whatever that wall is. Maybe I'll call it like the two trillion parameter wall. Like …”

“I kind of call this the GPU smiling curve where the edges do well, cause you're either close to the machines and you're like number one on the machines, or you're like close to the customers and you're number one on the customer side. And the people who are in…”

“The appetite for GPU rich startups, like the, you know, the funding plan is we will raise sixty million and we'll give 50 of that to Nvidia. That is gone, right? Like no one's pitching that. This was literally the plan, the exact plan of like, I can name like …”

“Is a supporter of ours that is, that has promised to be on at some point Andre.”

“Stargate itself, two percent of U.S. GDP.”

“We do work with people on embargo and we don't trade.”