Perplexity AI Bezos to Raise $100B for AI and Nvidia's Challenges
Mar 23, 2026
Discussion of engineers receiving cloud and token compensation and how that shifts careers. Analysis of Wall Street’s cool reaction to a major AI conference. Examination of Amazon’s Trainium Lab and its push to undercut GPU costs. Overview of WordPress.com adding AI agents for writing and site management. Report on plans to raise $100 billion to buy manufacturers for AI-driven production.
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AI Tokens Becoming Compensation Currency
- Companies are paying engineers with AI/cloud token allocations as a new form of compensation.
- Jaeden Schafer compares token packages to swag like hoodies, and high-impact engineers get larger allocations and faster career paths.
Wall Street Unimpressed By NVIDIA GTC
- NVIDIA's GTC keynote didn't meet Wall Street expectations despite positive announcements, triggering an intra-keynote stock drop.
- Jaeden Schafer notes investor concerns about sustaining growth at NVIDIA's $4 trillion scale amid rising hyperscaler chip efforts.
Amazon Optimizes For Cost With Trainium
- Amazon's Trainium (Tranium) strategy optimizes for cost per token rather than peak performance and is already used by top labs.
- Jaeden Schafer highlights Anthropic, OpenAI, and Apple reportedly using Trainium, positioning AWS as a price-competitive AI distribution layer.