And I think the consensus is in law, Anthropic will probably win a good slug of this case, which is different than saying they're going to win the fight. The idea that you can just have all this shit for free is at some point going to stop because someone's going to have to cover their nut. I think getting rid of juniors is where we get budget for these data centers in part. It's going to sound really cold. You can have dispossessed urban poor forever and nothing happens.

But if you piss off the 20-something-year-old middle class, the over-educated elites, they tend to cause

trouble.

Open AI anotropic have the most amount of surface area to attack of any company in the world right

now.

The area of gentle deceleration has ended.

It's dead.

This is 20VC with me, Harry Stebbings,

and it's my favorite show of the week,

Roryo Driscoll, Jason Lemkin,

analyzing the biggest news in tech this week.

First on, Anthropics sues the US government

for being labeled a supply chain risk. Oracle and open AI end

plans to expand flagship data center. Meta moves in to absorb the surplus AI data center capacity.

Then Crowdstrike. They beat expectations, but trade down. And then finally, we have our stock picks.

What to buy, what to sell, public market predictions coming up.

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