Chip bets and long runway for custom silicon

The Information’s Anissa Gardizy breaks down the executive exodus from OpenAI’s Stargate initiative and the intensifying war for data center talent. We host a Bull vs. Bear debate with Martin Peers and Jason Dean on OpenAI’s leadership fissures and whether its revenue lead over Anthropic is evaporating. Cory Weinberg and Theo Wayt reveal exclusive SpaceX financials showing a $5 billion loss driven by xAI spending as the company kicks off its massive IPO roadshow. Finally, Rocket Drew profiles Boris Cherney, the face of Anthropic’s Claude Code, to discuss how AI agents are redefining software engineering and driving a multi-billion dollar revenue surge.

Articles discussed on this episode: 

https://www.theinformation.com/articles/openai-stargate-leaders-depart-latest-shakeup-data-center-strategy

https://www.theinformation.com/articles/spacex-posted-nearly-5-billion-loss-last-year-ai-spending

https://www.theinformation.com/articles/spacex-woos-investors-c-suite-shakeups-continue 

https://www.theinformation.com/articles/self-taught-programmer-became-father-claude-code 

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