X @Anthony Pompliano 🌪
Anthony Pompliano 🌪·2026-07-27 22:07
New pod with the legend @DivesTech is live!We break down the AI trade, including Chinese open-source models, Anthropic's slowing revenue growth, the biggest bottlenecks in chips, memory, and energy, and the political battles over data centers.YouTube: https://t.co/FicMOtmpThSpotify: https://t.co/3C6wG5O28BApple: https://t.co/eEN9jIJuliTIMESTAMPS:0:00 - Intro0:51 - Chinese vs American open-source models, & the Anthropic IP lawsuit4:36 - Falling model costs and the pricing war5:55 - Cultural bias baked into C ...