2026 has been the year of Anthropic. They are the creator of the large language model Claude, which has taken the world by storm: The company was founded by a group of ex-OpenAI executives, who purportedly set out to create a more ethical generative AI tool.
You might also like
This episode makes three earnest, possibly foolhardy, attempts to put a price on the priceless. We figure out the dollar value for an accidental death, another day of life, and the work of bats and bees as we try to keep our careful calculations from falling apart in the face of the realities of life, and love, and loss.
Radiolab
watts and wafers, the two physical constraints that in Gavin's view will dictate the next phase of AI
Patrick O'Shaughnessy — Invest Like the Best with Patrick O'Shaughnessy
the two physical constraints that in Gavin's view will dictate the next phase of AI. On power, he thinks the near-term shortage starts to ease in 2027 and 2028 as new sources of energy come online, and that orbital compute solves it in the long term. On wafers, he explains what is different this time from the dotcom bubble and why TSMC's capacity decisions may be the single most important variable to watch.
Invest Like the Best with Patrick O'Shaughnessy