XAI Is Just A Neocloud Now?

Tech Brew Ride Home

Amalgamated Internets, LLC

Tech News, Technology, News

4.7 • 1K Ratings

🗓️ 7 May 2026

⏱️ 22 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dario Amodei revealed Anthropic could grow 80x in 2026, and the company signed a deal with SpaceX for 300MW of compute from Colossus 1. Musk dissolved xAI into SpaceX. Google launches the $100 Fitbit Air, and HubSpot's founder coins "strategic illegibility." At Code with Claude, Dario Amodei said Anthropic had planned to grow ~10x in 2026 but could grow 80x, calling its growth rate "crazy" and "too hard to handle" (NYT) Anthropic signs a deal with SpaceX for 300MW+ of compute from Colossus 1 in Memphis, accessing 220,000+ Nvidia GPUs within the month (Bloomberg) Musk says xAI will be "dissolved as a separate company" and will become "SpaceXAI, the AI products from SpaceX" (Spyglass) Google launches the $100 Fitbit Air, a Whoop-like screenless wearable, with Gemini-powered features like Google Health Coach, available May 26 (Engadget) As founders race to make their companies "legible" to AI, they must keep the things that make them hard to copy "illegible", or risk commoditizing their moat (Brian Halligan) Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Some follow the noise.
0:03.3	Bloomberg follows the money.
0:05.4	Because behind every headline is a bottom line.
0:09.3	Whether it's the funds fueling AI or crypto's trillion dollar swings,
0:13.8	there's a money side to every story.
0:16.5	And when you see the money side, you understand what others miss.
0:20.8	Get the money side of you understand what others miss.
0:22.3	Get the money side of the story.
0:25.3	Subscribe now at Bloomberg.com.
0:33.0	Welcome to the tech.
0:35.1	We ride home for Thursday, May 7th, 2026.
0:36.2	I'm Brian McCullough today.
0:38.0	Dario Amadai revealed Anthropic could grow 80x this year, so they're getting in bed with SpaceX for 300 megawatts of compute.
0:44.8	Elon Musk, thus dissolved XAI into SpaceX, so I ask wither grok. Google launches the $100 Fitbit
0:51.2	Air and HubSpot's founder coins the term strategic illegibility.
0:55.8	Here's what you miss today in the world of tech.
1:02.7	Today's episode is brought to you by Dopple.
1:05.4	Disguises are getting pretty good these days, and I'm not just talking about when you
1:08.7	throw on a pair of glasses and a hoodie and hope you won't be recognized. We're talking about the kind of disguises that end up in
1:14.9	your inbox on your phone or on the web, blending in as your everyday internal emails, casual
1:20.4	text messages, or a normal website. Dopple strengthens team resilience by giving employees the tools and defenses they need to protect themselves from increasingly sophisticated social engineering threats.
1:33.7	Their digital risk protection takes it one step further by keeping an eye on every channel to connect patterns and shut them down fast.
	...

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