Google Invests $40B Into Anthropic, GPT 5.5 Drops, and Google Cloud Dominates | EP #252
Moonshots with Peter Diamandis
PHD Ventures
4.8 • 604 Ratings
🗓️ 30 April 2026
⏱️ 139 minutes
🔗️ Recording | iTunes | RSS
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Summary
Transcript
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| 0:00.0 | Google commits to a $40 billion investment in Anthropic. |
| 0:03.6 | Dario needs compute. He signs up with Amazon. |
| 0:05.7 | Google's already a shareholder in Anthropic. |
| 0:07.8 | They're trying to maximize the economic value per token. |
| 0:11.5 | It's all bottlenecked at TSM. |
| 0:13.6 | That's the actual bottleneck to all of AI. |
| 0:16.1 | Only Elon will talk about it. |
| 0:17.6 | Google Cloud is dominating. |
| 0:19.8 | They unveiled their eighth generation of TPUs, in particular, TPU 8T for training and TPU |
| 0:26.6 | 8i for inference. |
| 0:27.6 | I still believe Google's the winner in the long run here. |
| 0:31.6 | OpenEI unveiled GPT 5.5. |
| 0:35.6 | It very much feels like a release that's intended to strengthen OpenAI's codex. |
| 0:41.6 | Math is cooked. A bunch of other things are cooked as well. |
| 0:44.0 | Things are moving so quickly now that on a month-by-month basis, |
| 0:46.9 | we're able to see the hardest of these benchmarks creep up 1% per month. |
| 0:51.6 | So not long now. |
| 0:54.7 | Now that's the moonshot, ladies and gentlemen. |
| 1:00.0 | Everybody, welcome to another episode of Moonshots, your favorite AI exponential tech pod |
| 1:05.8 | out there in the universe, here with my incredible Moonshot mates, AWG, back with his orchid-filled room, DB2, |
| 1:14.7 | in his headquarters of all exponential investments. |
| 1:19.7 | And, of course, Saleem is on the road. |
... |
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