Anthropic's $30T Assumption & OpenAI Confirms IPO | Why Customer Service & Robotics are Overinflated
20VC with Harry Stebbings · 86:43
Nvidia's $6B license-plus-$1B investment in poolside is framed as the moment the frontier-model race became unfinanceable by venture capital alone — poolside couldn't raise $2B for 40,000 GPUs, so it "failed up" into...