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Industry veterans Chamath Palihapitiya, Jason Calacanis, David Sacks, and David Friedberg cover economics, technology, politics, society, and poker.
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OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out
Travis KalanickChamath PalihapitiyaJason CalacanisDavid SacksDavid Friedberg
OpenAI's enterprise growth is described at 3–4X annually versus Anthropic's roughly 10X, while metered coding tokens scale faster than consumer plans limited by perhaps 3–4% premium conversion.Frontier compute is becoming an infrastructure war—Colossus targets 555,000 GPUs—while power and permits threaten roughly 100 contested data centers worth $162 billion; near-record valuation measures and unproven enterprise profits remain key risks.