U.S. government

“He, everything we just saw over the past however many months was just a reaction to being disrespected. As A person as a businessman, and it was almost a, with his level of ambition, it was a, it was something that he needed to do to reach his full potential b…”

“High Flyer Quant managed to buy more than 10,000 NVIDIA graphics processing units before the U.S. Government imposed the chip bans, according to a local media outlet.”

“Albedo is super hardcore because they basically have made spy satellites, but you know, they're better than what the U S government can do. And, you know, they might just replace replace that market for that.”

“Incumbents have their programs continuing to be funded, right? And so the, you know, Lockheed, Raytheon, et cetera, Northrop's, you know, might not be experiencing as much growth as usual, but, you know, they're, you know, they're generally, you know, continui…”

“Huawei was able to manufacture an enormous amount of chips at TSMC by basically creating a shell company, TSMC you know, deciding to look the other way about some Chinese firm manufacturing all these AI chips, and then the US government catching them and be li…”

“On the other end of the spectrum, you're not going to have big enough outcomes if you're just making another CRM to, or a software tool to apply to the government.”

“Both SpaceX and Palantir In the 2010 through 12 time period. Basically to sue the government in order to win contracts.”

“We think GPUs are gonna be everywhere and kind of has reached out escape velocity. There's not really much the U S government can do about it at this point.”

“Building GPUs is actually much easier than the US government thinks, which is why it, which is why Amazon's doing it, Microsoft's doing it, Facebook's doing it, Broadcom's now a trillion dollar company, and the second is that their actual ability on the Foundr…”

“Between federal, state, local education. One of the most mind blowing stats that I learned is one in six Americans who work, work for the U S government.”

“Doge said it had saved the government, one hundred and seventy-five billion from a combination of asset sales, contracts, lease, and grant cancellations, workforce reductions, and other moves made since January twentyth inauguration.”

“I don't think the government's equipped to make the decision on how they should position against TSMC, where they fit in Apple Silicon versus TPU versus Tranium. Like, it just doesn't seem like government's set up to actually run this company more effectively …”

“Intel and the U.S. Soon agreed that the government would use 8.9 billion in grants that have been committed, but not paid to take a nearly 10% stake at a slight discount.”

“Agreement that we can work together, and then more important, I don't need the grant, but I really look forward to have the US government be my shareholder, and we can work together.”

“David Shapiro, a former partner on the Wall Street firm, Watchdoll, Lipton, and Rosen, and Katz drew up the terms, including a provision that the government could acquire another five percent of Intel at a discount if the company sells the majority of its manu…”

“But a backstop of loans, I would expect that to happen.”

“So there were two main sticking points that they went back and forth on. No mass domestic surveillance, and no fully autonomous lethal weapons, and there's been a question as to why OpenAI was allowed to Include that language in their contract and say, like, h…”

“And Bob Noyce made the decision that we will sell to the government, but we're not going to design chips for the government. And the distinction there was you had guaranteed orders, which was great. The government would take your IP, and there was, and in his …”

“Anthropic has a local advantage in that most people, I think, in the industry are with them, and they have a national PR problem in that I think a lot of folks outside of tech don't understand why tech companies always try to Or resist helping the US governmen…”

“If AI is what it is, The people with guns are going to want to have a say. Whether that be domestically, whether that be internationally, that might be in the context of the U.S. Government just taking it, trying to kill your company because they feel you're n…”

“People, like, I was talking to someone, they're like, why doesn't the government just have, just get someone to make their own model? It's like, because it's, like, you talk about government contracts, we're, like, single digit billions. We're talking about fo…”

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

“The US government is restricting both Fable Five and Mythos Five from being used by any foreign national, whether inside or outside the US, including foreign national Anthropic employees, and so that's a huge compliance burden, very sudden, and that led Anthro…”

“Of course by US government directive, access is limited to only 20 pre-approved companies.”