Constraints: Compute and Aggression

New Enterprise Associates Partner Mustafa Neemuchwala talks with TITV Host Akash Pasricha about Anthropic’s $30 billion revenue run rate and the internal compute tensions at Google. We also talk with Ann Gehan about Amazon’s hard line on wholesale supplier costs and Rocket Drew about the "tokenmaxxing" productivity trend in Silicon Valley. Lastly, we get into Anthropic’s crackdown on OpenClaw with Stephanie Palazzolo.

Articles discussed on this episode: 

https://www.theinformation.com/articles/meta-employees-vie-ai-token-legend-status

https://www.theinformation.com/articles/amazons-tough-stance-prices-prompts-brands-pull-products

https://www.theinformation.com/newsletters/ai-agenda/anthropics-compute-crunch-strikes

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