“I don't know if that's the ethos of the open internet that we want”

ConceptInfrastructure

“Or you can go to Cursor and effectively get $5 million a year doing the same thing. But you're the cool, sexy one. And It's very interesting, right? When does that switch from like, oh, a startup can never beat an incumbent, to the startup is actually preferred to the incumben...”

ConceptInfrastructure

“Staying on the economics of compute, Erik Olsen of ConsenSys on AI for science and what it costs to actually serve. Nathan put a theory to him about routing. Here's Erik's answer and the number he lands on. My theory is for the application layer, we may have a sort of phase ch...”

ConceptInfrastructure

“Dude, like, and I hate to dude you, but like Anthropic went down like 2 days ago, you know, for like 10 hours, or it wasn't even 10 hours, it was like 4 hours.”

ConceptInfrastructure

“I mean, I guess you get unlimited money and you can do whatever you want with the money, including building data centers. So yeah. And speaking of data centers, next up, you've got a story on Anthropic. Anthropic pursues data center leases and is seeking financial backing from...”

ConceptInfrastructure

“So the move makes a lot of sense. I guess the question is, are they going to be able to actually pull this off well?”

ConceptInfrastructure

“you'll have builders who, you know, like with wild delays, like they'll come in and promise the moon and the stars.”

ConceptInfrastructure

“it gets you basically almost all of the benefits of the HTAP holy grail”

ConceptInfrastructure

“Yeah, I think, I mean, I think first people can adapt to being in the larger company. So that helps. And we want to make sure they know that they can try stuff and settle debates and have a lot of examples of how it was done before or launch a thing in beta or whatever. And th...”

ConceptInfrastructure

“Very high throughput. Yeah. So when you were talking about how everyone starts with a thing and then they scale up and then they tack on other things, it's exactly that. And then I recently interviewed Simon from TurboCoffer, same thing, and Chroma as well. All the vector data...”

ConceptInfrastructure

“But fear not, Gavin, because influencers are here to rescue us from the evils of data centers.”

ConceptInfrastructure

“We don't want any data, bro. We don't want any. Nobody wants a data center, dude. Nobody wants it.”

ConceptInfrastructure

“Yes, I, I do think it's an important thing to think about. Like, this is like— obviously Theo has a lot of thoughts about a lot of things. That's what he does. He's a podcaster. Um, this data center conversation has really escalated significantly. Right. And Theo, one of the c...”

ConceptInfrastructure

“Now, for anyone who's been paying attention to the quantum story, it is honestly a little hard to tell exactly where the state of the technology is, nor is it particularly easy with this administration to know at any given time what the motivations behind an executive order ar...”

ConceptInfrastructure

“They said that the deal signals their strategic importance in the frontier AI ecosystem, and that more compute would give them more runway to develop leading open models. Now, Reflection is yet to release their first frontier model, but has been working with government partner...”

ConceptInfrastructure

“OutSystems. Build your agentic future. Welcome back to the AI Daily Brief. Today we're going to take advantage of a slightly slower news cycle in which everyone is somewhere between sitting on their hands waiting for Fable 5 to return, or going full open-source tinkerer buildi...”

ConceptInfrastructure