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- 🧠 Anthropic vs US Chip Exports
🧠 Anthropic vs US Chip Exports
are we selling AI power too early? 🤔
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What we’ll cover today:
Governments fighting over AI chips 🧠
VCs betting on everyone, not winners 💰
Elon pushing AI… into space 🚀
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The US approved the sale of Nvidia H200 and AMD AI chips to approved Chinese buyers after reversing an earlier restriction.
Anthropic CEO Dario Amodei said the decision weakens US leadership in AI by helping China access high-performance compute.
He argued that advanced AI models are equivalent to national intelligence infrastructure with major security risks.
The bigger signal is confidence. AI leaders now feel powerful enough to publicly challenge governments and partners.
Should access to powerful AI compute be restricted? |
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Sequoia Capital is reportedly investing in Anthropic while already backing OpenAI and xAI.
Top venture firms historically avoided funding direct competitors to prevent conflicts and information leaks.
Anthropic is reportedly raising over $25B at a $350B valuation with Microsoft and Nvidia leading large commitments.
This suggests Sequoia is betting on the AI category itself, not choosing a single winner.
How will most companies use AI? |
Elon Musk said Tesla will revive its Dojo chip program after shutting it down last year.
The new focus is space-based AI compute rather than training models on Earth.
Musk believes future AI workloads will exceed Earth’s power limits and require off-planet infrastructure.
The move signals ambition over certainty, with major technical hurdles still unresolved.
Where will most AI compute run? |
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