Today on the podcast, SpaceX is committing $2.8 billion to gas turbines for XAI data centers.

This is all according to their IPO filings.

Google is now pitching an AI agent ecosystem, but a lot of people are criticizing the fact that they are keeping this paywall behind a $100 a month paywall.

Trump has delayed any AI security executive orders that were previously being worked on,

and he essentially is doing this because he is citing U.S. competitiveness concerns with China.

Hark has just raised $700 million in a series A at a $6 billion valuation for an AI personal

assistant, which doesn't sound too differentiated.

We're going to get into how they're able to raise $700 million.

Anthropic expects that they are going to have their first profitable quarter at $10.9 billion

in Q2 revenue.

That is absolutely insane, considering how much money these companies are spending.

And Open AI feels

like they are far from profitable. Everyone's racing towards the IPO and coming in with a profitable

quarter could be a pretty exciting moment for Anthropic. So let's get into all of it on the podcast

today. The first thing I want to talk about is the SpaceX gas turbines. They've committed

$2.8 billion to purchase turbines through 2029, which you're

going to power XAI's data centers. This is all according to their IPO filings. This basically

solves the immediate power shortage, but there's a whole bunch of legal lawsuits coming from the

NACP. They're suing over 27 allegedly unpermitted generators at the

Colossus 2 data center in Mississippi. Well, that lawsuit in particular is a little bit

controversial because sure you can sue a company for emissions, but the NACP typically is

launching lawsuits that are defending people of color, and the lawsuit basically says

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