Welcome to the AI Chat Podcast. I'm your host,
Jaden Schaefer. Every day I cover cutting -edge
AI news and talk with the leaders behind it,
breaking down what it means for your life and
business. Anthropic has just signed a $10 billion
cloud deal with Volta for a Norway data center.
Elon Musk spent almost half of the recent Tesla
earnings call talking about AI and robotics.
Mistral is looking at doing a $23 billion valuation
as US export limits are making Europe really
think about open weight AI. AMD has just committed
up to $5 billion to Anthropic in a two - gigawatt
chip deal and google's frozen v2 chip is looking
at a 6 to 10x efficiency gain for gemini before
the news i wanted to highlight one of my favorite
clod use cases that i have been up to over the
last two months and that is vibe coding my very
own ios and android app it is a bible study guide
app that has cost me millions of clod tokens
i actually had to get two clod max $200 a month
subscriptions to keep up with it because there
was so much content to write i ended up writing
writing over 1200 chapter guides. So every single
chapter in the Bible, there's a study guide that
breaks down the history, the context, the backgrounds
of the people in it. I went and scraped all of
the images from the Met and a bunch of other
famous museums to get the last thousand years
of incredible historical Christian artwork and
add it in there. And then I indexed it. So every
single image went to the chapter that it was
painted about. So when you read the study guide,
there's paintings of all of this stuff in there.
I really tried to put a lot of the human element
and the human touch in there. Well, it's also
pretty upfront. This is, you know, AI generated
and really helps people understand things with
AI. You also have the ability to click on any
word, get an explanation of it and any verse
and get a background explanation on what is happening
in the verse and the context there. This is something
I've been working on for many months, but I spent
a ton of time making this look beautiful and
super aesthetic. So if you're interested in studying
the Bible, this is completely free. There's no
ads. This is just a labor of love for me. Go
check it out. I'll leave a link in the description.
And if you're not interested in the app per se.
still go look at just the page if you want to
see the quality of what you can build with claude
everything from the screenshots on the app store
listing to all of the graphics and images were
all generated by ai other than of course all
of the historical artwork so go check it out
it's learn of christ .com is the website but
i'll leave a link in the description to the actual
app to download all of it was built with claude
anthropic just locked in 10 billion dollars worth
of computing power from volta this is a startup
that was founded just this year they purchased
six years worth of compute for them. But for
me, it's pretty wild to see a company starting
this year and Anthropic is going and buying the
compute from them versus Anthropic trying to
stand this up themselves, like opening up. There's
two different strategies that we're seeing right
now. I think this is just showing how hard it
is for basically all of these AI labs to get
chip capacity. I think Texas also just banned
all new data centers while they go and audit
all of their grids. So there is a lot of headwinds
for the data centers. And if you're able to get
access, if you're able to get approval and regulatory
approval, in different locations, I think companies
like Anthropic OpenAI, they're just going to
swoop up and get as much bandwidth as they can,
meta included. This compute deal in particular
is going to be about 133 megawatts. It's the
data center in Norway. It was originally built
with crypto miner BidDeer, and it's now powered
by NVIDIA's newest AI chip, the Vera Rubin. Volta
raised $2 .4 billion for their valuation. They're
based largely on this one Anthropic contract.
So like Anthropic gives them a contract, they're
able to raise a ton of money to go and build
it for them. This is, I think, something very
typical for some of these new GPU cloud startups.
They're all competing for AI lab customers. And
if they can get the deal, then they can raise
more money to build what they need. Anthropic
right now is spreading their compute across a
bunch of different platforms. So you've probably
heard a lot of the deals, but AWS is one of the
OGs. Google Cloud is actually the OG. They were
the first ones to give them $300 million, which
seemed like an insane amount of money when they
were much, much smaller. company. SpaceX has
signed a big deal with them where they pay them
almost a billion dollars a month, and now Volta.
All of this, I think, is reducing the risk that
any one single provider is going to run short
if there's a major model launch or their usage
is really ramping up. They have Amazon, they
have Google, they have SpaceX, they have Volta,
and I'm sure they'll roll out more. It's interesting
because OpenAI and some others feels like they
might be a little bit more restricted or they
might have less providers and they're trying
to build it out on their own. So it'll be interesting
to see which of these two strategies works the
best. AI labs right now are going way past just
relying on a handful of cloud giants, and they're
willing to pay premium prices about 12 .5 million
per megawatt per year if they can lock in dedicated
capacity years ahead of time. So it's not just
like, hey, well, you know, we'll pay this price
today. It's like we'll pay this price today and
for six years. And that's what they're really
looking for is this extended capacity. Elon Musk
is now spending about half of his Tesla earning
calls talking about AI and robotics. This is
according to the last earnings call he was just
on. He was talking about the new Optimus robot.
This is up from 15 to 20 percent in 2022. So
the amount of time he spends on the earnings
call talking about robots and AI is definitely
accelerating. The cars are obviously the main
driver of revenue, about 70 percent of Tesla's
revenue. But I think this really just goes to
show you where Elon Musk believes the future
of Tesla is, where the value is going to grow,
how the stock is being priced in the market.
Optimus, which is Tesla's humanoid robot, consumed
nearly a third of all of the comments and things
that he was talking about on the Q3 2025 call
versus about 2 % or less just three years ago.
So this is something that is just being talked
about all the time. executives like the CFO and
the VP of engineering still spend about 30 %
of their call on cars and manufacturing. That's
down from 50 % in 2024. And of course, I know
this is ridiculous. I know people are like laughing
at me for talking about the percentage of time
that the people on the earnings call talking
about different topics. But guys, this really
goes to show where the priorities are. And I
think you can get a pretty good understanding
of the direction the company is pushing in and
the objectives and the things that they're going
to be working on. So Tesla shipped about 500
,000 vehicles last quarter. They continue to
rely on car sales, obviously, for most of the
revenue. A lot of people are saying this is making
them bearish on the car segment. Well, I think
overall, most people are saying this is just
making them very bullish on robotics, or at least
the amount of focus and time that Tesla is going
to put into that. Mistral, which is a French
AI lab, is raising funds at a $23 billion valuation.
I've talked about this on the podcast before
that they were looking at it. It looks like it's
officially in the books and happening. This is
about double their last year. valuation, which
was $13 .5 billion. There's of course, all of
the US export control limits, there is the whole
safety incidents that are all happening in all
of these American companies, opening eye and
anthropic are both saying like, look, our models
are breaking out of our sandboxes and hacking
companies and all this wildness is going on.
Because of that. companies and countries are
pushing Europe towards open weight models. This
is, of course, the AI system where the code is
publicly available, not necessarily how you,
so open source would be when the whole model
and how you built it is publicly available, but
open weight means you don't tell people necessarily
how you train the model, the code to train it,
but you let people download the model, they can
run the model, you give them the weights, and
so it all works on your own computer. They're
making this all publicly available because of
some of their worries and some of the... risks,
alleged risks with the American companies. The
company's revenue at Mistral has jumped about
20x in the last year, because they've done a
bunch of deals with the French government with
Microsoft with HSBC. And because of all of these
kind of export restrictions on opening iron anthropics
models, like Trump came out and was like, hey,
you know, like anthropic can't push out their
Fable 5 model is too dangerous, yada, yada. So
he basically banned it for all the other countries.
even if they might have wanted to use it. And
so I think that put a bad taste in a lot of people's
mouth. And they're like, look, we need like a
European. or European model that isn't, the Americans
can't just shut off for us. So, I mean, I think
from a geopolitical perspective, this is great.
And I love all the competition. I love that it's
not just going to be OpenAI and Anthropic leading
the AI charge. I want to see as many competitors
in this as possible. So I, for one, I'm actually
pretty happy with this. Mistral shifted their
strategy basically from competing on just the
raw performance to building smaller custom models
for specific industries. So they're going after
things like manufacturing, finance. They're also
selling hosted cloud services. and embedded engineering
teams. But OpenAI and Anthropic are also kind
of doing that forward deployed engineering teams.
The open weight model adoption is getting really
popular in Europe and in all of, I think, the
world. But you also have a lot of these cheaper
Chinese alternatives. You have DeepSeek and you
have Quen that recently came out and you have,
you know, a lot of these other players coming
out of China, which just make this a very cheap
way to run these models. You can run them on
your own devices and Mistral is trying to get
into that mix. AMD is going to invest $5 billion
in Anthropic, and they're going to supply two
gigawatts of its Instinct MI450 chips. This is
starting in 2027, but it's basically AMD's biggest
foothold into AI training alongside NVIDIA. This,
I think, is important because it's basically
going to give Anthropic a second major chip supplier.
They're trying to build a computing power and
everything that's needed for Claude, but they're
also being able to establish AMD as a credible
alternative to NVIDIA. nvidia for frontier ai
lab so this is a great deal for amd obviously
right they're like look anthropic uses us or
the big player we've seen kind of the same logo
name brand um show off for basically all of the
other cloud providers amazon aws was kind of
the most famous they gave anthropic a lot of
money and we're like look anthropics running
on aws we had a google cloud that did that and
even to this day I use AWS for my startup, AIbox
.ai. You can get like 80 different AI models,
right? Like Anthropic and OpenAI and Gemini and
Cloud, like all of them in one place for $9 a
month. But what's interesting is we run our whole
backend on AWS. And to this day, we still get
AWS reps emailing me all the time being like,
hey, man, if you want to move your usage of Cloud
off of, because we have to go buy like API credits
from Anthropic and pull them into our platform
and from all the different players, right? They're
like, hey, if you want to move it off of there
and just buy it directly, from us aws we can
get you all these deals we can get you some free
credits like they have all of these kind of perks
that they've been these deals that they've been
making for a very long time. And so it's interesting
because all of them want to kind of show off
the big player and then try to get some of the
usage from that from out from under them. So
in this case, in particular with AMD, the first
gigawatt is going to deploy in the first half
of 2027. Inside of AMD's Helio rack scale systems,
the second gigawatt is going to come after that.
Anthropix yearly revenue hit $47 billion as of
May, that's up 10 billion. from all of last year.
This, of course, is because Cloud Code is getting
super popular, adoption with developers. I'm
not even a developer, but I use it all day, every
day. Although I've recently switched to OpenAI
and I'll keep people updated on what I'm doing
there, but I'm testing it out and seeing some
really incredible results. So I do feel like
there's some competition there. Anthropic is
spending about $1 .25 billion a month through
May of 2029 on compute from SpaceX's Colossus
One data center. They're spending... That's about
$15 billion annually. And they also have deals
with Amazon, Google, and a bunch of other players.
So tons is being spent here. Google is building
a new AI server chip called Frozen V2. It's going
to run the Gemini models. And apparently it's
going to be six to 10 times more efficient when
it comes to what they have for their current
chips. So this is going to come in 2028. All
of these chip announcements, like it's kind of
exciting when you're like, oh my gosh, 10 times
more efficient. And it's like, yeah, and it'll
be here in a couple of years. So I think the
model, like there's just, and I know that's like
not that much time, but especially for hardware,
but like there's just so much can change in the
market for how efficient these models can run.
Like, I wouldn't be surprised if they figured
out how to make the current Gemini model 10 times
more efficient just because of software updates
in the next two years, right? But in any case,
Alphabet is going to spend $180 to $190 billion
on AI infrastructure this year alone. And so
that chip is going to cut their power costs significantly.
If it really is 10 times more efficient, that
could save them billions of dollars. It'll also
let Google serve. more AI requests and kind of
make that cheaper and onboard more users. Frozen
V2 is going to measure efficiency by tokens generated
per watt of power. That is basically the standard
metric for comparing how much AI output a chip
producer or how much it produces per unit of
electricity. OpenAI released their very own inference
chip called Jalapeno in June and Anthropic is
negotiating with Samsung to build custom chips.
I think every major AI lab right now is treating
in -house silicone is essential. They all want
to build their own chips. They know they can't
just rely on other people. Google has designated
custom AI chips as it's kind of a big priority.
It's actually something that they've been designing
internally since 2015. And they have used them
alongside NVIDIA GPUs. But they are also owning
the chip design and doing that basically gives
them a little bit earlier and cheaper access
to manufacturing and some of the capacity and
all of the stuff that they need instead of just
going to NVIDIA to buy everything. That was the
podcast for today, guys. Thank you. so much for
tuning into the show. Like I mentioned earlier,
if you're interested in checking out my 100 %
vibe coded new app, it is called Learn of Christ.
It is a Bible study app. It's free. There's no
ads on it. And I hope that it is inspiring, even
if you haven't done a lot of Bible study in your
life, just for the design and what you can build
with AI as far as like a huge content library,
pulling in real world data, building something
that looks and acts great. And I mean, There's
a lot of companies that have spent hundreds of
thousands of dollars building things with less
features that are less smooth. So I'd love for
you to go check it out. It is linked in the description
and is also learnofchrist .com. Thank you so
much for tuning into the podcast. I will catch
you all in the next episode.