Baseten CEO says AI compute scarcity forces five-year lock-in contracts

Sunday, May 3, 2026 · from 9 podcasts

The Conversation with Das…All-In AI Daily Brief No Priors Moonshots with Peter Diam…The Economist Bitcoin And The a16z Show No Agenda

The Conversation with Das…All-In AI Daily Brief No Priors Moonshots with Peter Diam…The Economist

AI startups must prepay for 3-5 year compute contracts, ending the era of cheap, on-demand GPU access.
Physical bottlenecks in power and fabs now outpace software, turning Big Tech into capital-heavy energy utilities.
Custom AI models, not off-the-shelf ones, dominate the market by capturing unique data from specialized user workflows.

The subsidy phase of AI is over. According to Moonshots with Peter Diamandis, labs are no longer trading cash for compute; they are trading equity, signing $73 billion in combined deals with Amazon and Google simply to secure the electricity and chips needed to survive.

On The AI Daily Brief, Nathaniel Whittemore describes a "vertical wall of demand" hitting a fixed global compute supply. GitHub and Microsoft are abandoning flat-rate pricing because every token is sold out. On No Priors, Baseten CEO Tuhin Srivastava provides the on-the-ground view: his clusters run at mid-90s utilization, and to get a significant allotment of chips now requires three-to-five-year commitments with 30% paid upfront.

"The compute market faces a severe supply crunch with very little slack compute, forcing Baseten to run large clusters at mid-90s utilization across 18 clouds globally."
- Tuhin Srivastava, No Priors

The AI bottleneck has shifted from code to the physical world. The Intelligence from The Economist notes that while software updates ship in weeks, building a semiconductor fab or securing electrical transformers takes years. On All-In, Chamath Palihapitiya argues Microsoft, Google, and Amazon are signing power purchase agreements at twice the spot rate, morphing from asset-light software giants into debt-heavy industrial utilities.

This capital intensity is crushing free cash flow for the hyperscalers - Amazon's is down 97% - but it creates a strategic weapon. David Sacks argues on All-In that Sam Altman’s early commitment to $600 billion in data center spend gave OpenAI the capacity to keep serving tokens while a compute-gated Anthropic struggles. The race is now about owning the token factories.

"Even if the consumer business is soft, OpenAI is winning the enterprise market by simply being the only shop that can reliably serve tokens."
- David Sacks, All-In

The frontier model wars are secondary to the inference layer where real business is built. Srivastava of Baseten reveals over 95% of the tokens his platform serves are from custom models, not vanilla open-source weights. Companies like the medical scribe Abridge survive by sitting inside specific workflows, capturing user data that becomes a proprietary training signal impossible for horizontal labs to replicate.

A consensus emerges across the podcasts: pure software moats are collapsing. As Ben Horowitz argued on The a16z Show, AI lets capital bridge technical gaps, shifting competitive advantage to physical constraints - compute, power, and the organizational design to wield them. The game is no longer about the best model, but who can secure the grid to run it.

Source Intelligence

- Deep dive into what was said in the episodes

The Conversation with Dasha Burns

David Sacks: Can AI solve the problems it creates? • May 2

He advocates a 'permissionless innovation' regulatory framework with minimal burdens to keep the U.S. ahead. Sacks says innovation originates in the private sector and the government's role should be encouraging.
The administration supports a 'ratepayer protection pledge' where AI companies building new data centers agree not to increase residential electricity prices, with the quid pro quo being easier permitting if they bring their own power.

Also from this episode: (13)

AI & Tech (12)

Sacks argues the U.S. must win a global AI race against competitors like China to protect national security and the economy, framing it as an 'infinite game' without a finish line.
Sacks cites Trump's AI policy pillars: pro-innovation, pro-energy infrastructure to power data centers, and pro-export to gain global market share for American chips and models.
Sacks is skeptical of holding AI developers broadly liable for end-user actions, comparing it to holding Gmail or Excel responsible for crimes committed using their services. He says it's hard for developers to know all use cases.
He disagrees with Elon Musk's more pessimistic view of AI as an existential threat. Sacks believes the biggest dystopian risk is government using AI for surveillance and control, not a Terminator-like scenario.
On the Anthropic-Pentagon dispute, Sacks believes it was unrealistic for the company to demand a veto over lawful military uses after deciding to sell to the Department of War. He says concerns about surveillance loopholes should be addressed by changing laws, not terms of service.
Sacks views the AI-enhanced cybersecurity arms race as one AI will solve. He argues tools like Anthropic's Mythos will help defenders find and patch vulnerabilities before hackers exploit them, reaching a new equilibrium.
He points to a Stanford study showing a stark optimism gap: 83% of Chinese respondents believe AI will be more beneficial than harmful, compared to under 40% of Americans. Sacks calls this the biggest threat to U.S. leadership.
Sacks says current data does not support widespread AI-driven job loss. He cites a Yale Budget Lab study finding no discernible labor market disruption in the three years after ChatGPT's launch and the Challenger Gray report attributing less than 5% of 2023 layoffs to AI.
He highlights an AI-driven construction boom, with $650 billion in data center capex this year acting as a 2% GDP tailwind and boosting blue-collar wages for electricians and plumbers by 25-30%.
Sacks argues AI won't eliminate coding jobs but will shift them toward prompting and supervising models. He notes demand for software engineers rose 10% year-over-year even as AI coding tools proliferated.
He claims Anthropic's enterprise revenue from coding tools scaled from about $10 billion to $30 billion between January and March 2024, calling the growth unprecedented.
Sacks criticizes well-funded 'doomer' groups and super PACs that want to halt AI progress, alleging they have astroturfed NIMBY backlash against data centers and influenced media discourse.

Regulation (1)

He identifies specific areas for state-level regulation: online child safety, data center impacts on electricity rates, and creator protections. His 'north star' for child safety is parental empowerment over app usage.

#Regulation #China #Labor #Energy #Startups

All-In with Chamath, Jason, Sacks & Friedberg

OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze • May 1

OpenAI missed its target of reaching one billion weekly active users for ChatGPT by the end of 2025 and is still short of that milestone in 2026. It also missed its 2025 revenue target.
OpenAI has $600 billion in spending commitments for compute, a figure roughly equal to its secondary market valuation. CFO Sarah Friar is reportedly concerned about revenue growth keeping pace with these expenses.
David Sacks argues OpenAI's recent product release, GPT 5.5, has received strong reviews from developers and is taking coding market share from Anthropic's Opus 4.7, which users complain is compute-constrained and buggy.
Chamath Palihapitiya contends the fundamental constraint for AI companies is power supply, not demand, and that supply chain delays for grid infrastructure will hurt OpenAI and Anthropic while benefiting hyperscalers like Oracle, Amazon, Meta, Microsoft, and Google.
Friedberg highlights an MIT paper on neural network pruning, showing models can be reduced in size by 90% for the same accuracy, potentially cutting inference costs by 10x and dramatically improving energy efficiency.
Sacks notes OpenAI released GPT 5.5 Cyber, which matches Anthropic's Mythos in completing multi-step cyber attack simulations, and is likely the first such model commercially available due to OpenAI's superior compute capacity.
Major hyperscalers announced massive 2026 capital expenditure guidance: Amazon at $200 billion, Microsoft and Google at $190 billion each, and Meta at $145 billion, signaling a trillion-dollar infrastructure buildout driven by AI and cloud demand.

Also from this episode: (9)

Big Tech (1)

Polymarket shows a 32% chance OpenAI goes public by the end of 2026, down from 60% in December, reflecting market skepticism about its IPO timeline.

AI & Tech (4)

David Friedberg cites a BCG 'Rule of Three' theory, predicting mature AI markets will evolve to a 4:2:1 market share ratio between the top three players, with OpenAI and Google currently leading in consumer and Google leading in enterprise.
Sacks argues AI cyber models like Mythos or GPT 5.5 Cyber don't create vulnerabilities but discover existing bugs, and their proliferation will lead to a one-time upgrade cycle as systems are hardened, followed by a new equilibrium between offense and defense.
In the Elon Musk vs. OpenAI trial, excerpts from Greg Brockman's diary suggest the OpenAI team wanted to transition to a for-profit structure and remove Musk as an investor, which Musk claims breaches charitable trust.
Polymarket odds give Elon Musk a 42-43% chance of winning his lawsuit against OpenAI, with speculation that a win might only result in him being credited back his initial $40 million investment.

Business (2)

This CAPEX surge is crushing free cash flow: Amazon's is down 97%, while Google, Microsoft, and Meta are down 12%, 12%, and 8% respectively, as companies pivot from shareholder returns to heavy infrastructure investment.
Chamath Palihapitiya predicts hyperscalers will become highly leveraged, debt-heavy industrial businesses within five years as they lock in long-term power contracts at rates more than 2x the prevailing spot price.

Science (1)

David Friedberg cites phase three trial data for Eli Lilly's Retatrutide, a triple agonist peptide, showing an average weight loss of 37 pounds in 40 weeks, an 80% reduction in liver fat, and significant drops in A1C, non-HDL cholesterol, and triglycerides.

Regulation (1)

Friedberg attended the Supreme Court hearing for Monsanto (Bayer) vs. Hardeman, a case testing federal preemption of pesticide labels under FIFRA against state failure-to-warn laws, with Bayer having paid out $10 billion and reserving another $10 billion for 90,000 outstanding cases.

#AI Infrastructure #Enterprise #Markets #Models #Energy

The AI Daily Brief: Artificial Intelligence News and Analysis

Nathaniel Whittemore

The Week AI Grew Up • May 1

GPU rental prices rose 40% over the last six months, driven by real token demand, not hype. The top two AI labs now generate almost $60 billion in aggregate annual revenue, signaling fundamental strength.
A 'vertical wall of demand' exists where every producible AI token will be sold, according to OpenAI CFO Sarah Fryer. Compute, not model quality, is the current bottleneck for the industry.
GitHub Copilot is shifting to usage-based billing. Microsoft's Satya Nadella stated all per-user services will evolve into per-user plus usage models, reflecting the intensity of AI consumption.
Big Tech cloud earnings showed explosive AI-driven growth: AWS revenue was up 28% YoY, Microsoft Azure grew 40% YoY, and Google Cloud beat estimates with 63% YoY growth, triggering a record market cap jump.
Anthropic is negotiating a funding round targeting a valuation exceeding $90 billion, potentially surpassing OpenAI's $82.5 billion valuation from March. Some secondary market trades already imply a $1 trillion valuation.
Microsoft and OpenAI restructured their deal, granting Microsoft non-revenue-share access to OpenAI's models for five more years and removing the AGI clause. OpenAI is now free to sell models on AWS and Google Cloud.
The White House is considering rescinding Anthropic's supply-chain risk designation to allow government use of its models, but some officials oppose a broader rollout of Mythos due to national security and compute capacity concerns.
Cursor launched an SDK and OpenAI updated Codex for non-developers, asking users to define their role. This signals a battle over interface philosophy: Claude separates technical and non-technical work, while Codex bets on a unified tool for all.
OpenAI's Codex model developed an unexplained fixation on mentioning goblins, gremlins, and other creatures. The company traced it to personality reinforcement learning, where a 'nerdy' training preference spilled over, highlighting how quirks can propagate in model-based training.

Also from this episode: (2)

AI & Tech (2)

A viral MS Paint-style prompt instructs AI to redraw images in a 'clumsy, scribbly, and utterly pathetic way,' exemplifying a cultural trend toward low-fidelity, humorous outputs that contrast with the industry's growing maturity.
A New York Times op-ed predicts a 'permanent underclass' from AI. Nathaniel Whittemore argues Silicon Valley builders often misjudge AI's real-world economic impact, citing economist Kevin Bryan's view that economists largely reject this permanent underclass thesis.

#Enterprise #Regulation #Big Tech #Models

No Priors: Artificial Intelligence | Technology | Startups

Baseten CEO Tuhin Srivastava on the AI Inference Crunch, Custom Models, and Building the Inference Cloud • May 1

Alad notes that Baseten has grown 30x in the last year and expects to exceed $1 billion in revenue, reflecting the rapid expansion of the AI inference market.
Tuhin Srivastava attributes the growth to mainstream adoption of open-source models, which have crossed a capability chasm, and widespread use of post-training techniques for specialized models.
Tuhin Srivastava believes an independent application layer will exist because companies leverage unique user signals encoded in workflows, making it difficult for frontier model companies to replicate.
Abridge, an ambient scribe used by physicians, exemplifies an application layer company with deep integration into hospital workflows and access to unique user signal for post-training models.
The majority of the AI market today, approximately 99% by inference count, represents enterprise adoption that is yet to come online, indicating significant future growth potential.
Tuhin Srivastava states that over 95% of tokens served on Baseten are from custom models where customers modify open-source models with their own data or for performance.
Baseten acquired a research team specializing in post-training to accelerate market support and integrate post-training expertise with inference, recognizing their interconnectedness.
Tuhin Srivastava believes Chinese open-source models are fantastic with no real evidence of embedded agendas, but emphasizes the U.S. needs to develop its own competitive models.
Running models like DeepSeek can be 20% of the cost of proprietary alternatives, offering comparable latency and reliability, making access to such intelligence crucial for national innovation.
The AI compute market faces a severe supply crunch with very little slack compute, forcing Baseten to run large clusters at mid-90s utilization across 18 clouds globally.
Tuhin Srivastava explains that securing 1,024 B-200 GPUs today demands a three to five-year contract with a 20-30% total contract value prepay, highlighting capital requirements for capacity acquisition.
Baseten maintains high customer stickiness, achieving 400% annual Net Dollar Retention (NDR) due to its comprehensive software layer, which differentiates it from non-sticky 'GPUs as a service'.
Tuhin Srivastava acknowledges NVIDIA's strong supply chain, CUDA ecosystem, and developer support make them difficult to surpass in the short term, despite the desirability of a multi-chip world.
Jevons Paradox applies to AI inference: decreasing the cost of intelligence leads developers to embed more intelligence into applications, driving greater consumption and better user experiences.

Also from this episode: (1)

AI & Tech (1)

Tuhin Srivastava envisions a future where AI provides personalized concierge services for everyone, making everything smarter and leading to the creation of even more software.

#AI Infrastructure #Models #Startups #Enterprise #Chips

Moonshots with Peter Diamandis

Google Invests $40B Into Anthropic, GPT 5.5 Drops, and Google Cloud Dominates | EP #252 • Apr 30

Google is investing $40 billion in Anthropic, providing five gigawatts of TPU compute over five years, signifying a major commitment to the AI frontier.
Amazon is investing $33 billion in Anthropic, committing to $25 billion in new funds on top of a previous $8 billion, with Anthropic pledging to spend over $100 billion on AWS services.
The AI industry faces a significant bottleneck at TSMC, limiting the availability of chips, which Elon Musk highlights as the fundamental constraint to AI development.
Google Cloud unveiled its eighth generation of TPUs (8T for training, 8I for inference), offering three times faster training performance and 80% better performance per dollar.
OpenAI released GPT 5.5, seven weeks after GPT 5.4, showcasing a 37-point increase in long-context reasoning and a 60% reduction in hallucinations compared to 5.4.
Alex reports that Frontier Math Tier 4 benchmark, a proxy for professional-level math, shows approximately 1% monthly gains from frontier AIs, suggesting all such problems could be solved in four to five years.
Moonshot AI launched Kimi K2.6, a trillion-parameter open-source model that costs 30 times less than closed models, trained for $4.6 million, demonstrating significant cost-efficiency.
Alex argues that Anthropic's projects, including 'Project Deal' (running a marketplace), are driven by a strategy to maximize the economic value per token generated by their models.
OpenAI's Chronicle builds memories from periodic screenshots of user activity, raising privacy concerns despite its potential to offer 'telepathy-like' assistance.
Salim states that 44% of Gen Z workers are sabotaging AI automation efforts by providing incorrect data, highlighting a significant workplace resistance to AI.
World ID verification is integrating into Zoom to combat deepfake fraud, which caused $130 million in losses between 2019-2023, and is projected to reach $40 billion by 2027.
Dr. David Lutske's viral post demonstrates Grok creating a realistic AI Frenchwoman with a reflective ID, suggesting video ID verification may soon be unreliable.
Startup CEOs are engaging in 'token maxing,' spending heavily on AI compute, which Dave views as a necessary step for learning and getting into the AI race, despite it appearing as a vanity metric.
Sheikh Mohammed announced that the UAE will launch an agentic AI government model within two years, with 50% of all government service operations run by AI.

Also from this episode: (7)

AI & Tech (5)

Dave notes that current AI models can manage dozens or hundreds of other models successfully, enabling consumers to ask a coordinator model to install software or build things without needing technical expertise.
The trial between Elon Musk and OpenAI in Oakland Federal Court has begun with jury selection, unveiling details through discovery that are likely to be publicly aired.
OpenAI released ChatGPT for clinicians, a free AI co-pilot that outperforms human doctors on health benchmarks, scoring 59 compared to 43.7 for human clinicians.
Project Top Heart by NYU and Stanford uses AI to analyze 20 variables, aiming to increase the number of viable donor hearts for transplant by an additional 500 per year.
The FDA-approved blood pressure medication Candesartan has been repurposed using AI to stop and inhibit MRSA infections, which affect 2.8 million people and kill 35,000 annually in the U.S.

Science (2)

MRNA vaccines for pancreatic cancer show lasting results, with 87.5% of patients who generated a strong immune response still alive after six years, compared to a historical 13% survival rate.
A single-shot CAR-T infusion achieved 100% cancer-free status in all 20 melanoma patients within two months of treatment, with no recurrence after a median follow-up of 15.3 months.

#Models #AI Infrastructure #Agents #Big Tech

The Intelligence from The Economist

Power ranges: AI faces supply crunch • Apr 29

OpenAI shut down its Sora video generation tool to allocate scarce computing resources toward more lucrative ventures, reflecting an industry-wide AI compute shortage.
Weekly AI token processing on Open Router quadrupled from January to March 2024, illustrating surging AI demand that hardware cannot match.
Five major U.S. cloud providers, including Amazon, Meta, and Microsoft, will spend close to $700 billion on AI data center buildouts this year.
Data center construction faces local opposition over electricity, land, and water usage, causing project delays amid the urgent AI capacity push.
NVIDIA supplies over two-thirds of the world's AI processing power, but its chips are sold out, forcing companies to use older 2-3 year old hardware.
TSMC is the sole manufacturer for most advanced AI chips. Its capital expenditures are increasing by $60 billion this year, but capacity remains constrained.
Elon Musk's proposed 'TerraFab' aims to exceed all current chip fabrication capacity by 2030, a project analysts estimate would cost $5 to $13 trillion.
A prolonged AI supply crunch could reverse the trend of falling inference prices, leading to higher costs for users and potentially slowing AI adoption.
A sophisticated spyware attack in Indonesia used a fake tax app to steal biometric data and drain over $26,000 from a charity accountant's bank accounts.

Also from this episode: (5)

AI & Tech (4)

Criminal groups now operate a 'malware as a service' model, buying and selling stolen data and malicious software on platforms like Telegram to execute rapid, personalized attacks.
The global cybercrime industry is estimated to generate $500 billion annually, a scale comparable to the global illicit drug trade.
Security firm Infoblox identified a software cluster targeting victims in over 20 countries, with criminals integrating AI chatbots and deepfake tools to enhance attacks.
Allbirds is abandoning its footwear business, selling all shoe assets and rebranding as Newbird AI to pivot towards AI compute infrastructure.

Business (1)

Millennial-focused direct-to-consumer brands like Allbirds face pressure from rising interest rates, expensive online ad markets, and competition from larger, established companies.

#AI Infrastructure #Chips #Macro #Social Media #Enterprise

Bitcoin And | Bitcoin & Economic News

SztorcChain Cometh | Bitcoin News • Apr 27

Western Union's digital asset network will convert digital dollars to local currency at over 360,000 global collection points. The network adds its first partner this week aiming to reach tens of millions of crypto wallets.
Bitcoin developer Paul Stork proposes an August 2026 hard fork named ‘e cash’ at block height 964,000. The fork would incorporate his long-proposed Drive Chains scaling architecture.

Also from this episode: (11)

Stablecoins (2)

Western Union is targeting May 2026 to launch its USDPT stablecoin, built on Solana and issued by Anchorage Digital Bank, as part of a broader digital asset strategy.
The global stablecoin market has a $320 billion capitalization, led by Tether at $159.7B and USDC at $77.7B.

Protocol (5)

Stork plans to reassign the e cash equivalent of Satoshi's 1.1 million unmoved Bitcoin to pre-fork investors to fund development. The broader community widely criticizes this as theft and a dangerous precedent.
David Bennett argues receiving forked tokens is not free due to tax liabilities, forcing holders to perform complex wallet maneuvers or file IRS paperwork to disavow the asset.
French authorities charged 88 people related to 12 crypto 'wrench attack' cases. Organized crime networks are conducting a rising number of such attacks, with France seeing 67 incidents in Q1 2025.
Blockchain security firm Certik reported a 75% global increase in wrench attacks in 2025 compared to 2024. Security experts warn against social media oversharing to avoid targeting.
Bitcoin network stats: price $76,750, market cap $1.54T, hash rate 907 Exahashes/second, with 52,000 unconfirmed transactions and an average fee of 0.02 BTC per block.

Regulation (2)

Brazil's finance ministry banned prediction market platforms like Polymarket and Calci, citing violations of betting regulations and risks to citizen savings and investor protection.
Mike Novogratz predicts the U.S. Clarity Act could be signed into law by June 2026, after moving through committee in early May.

AI & Tech (1)

Gemini launched 'agentic trading,' allowing AI models like Claude and ChatGPT to autonomously manage user exchange accounts via the Model Context Protocol (MCP) standard.

Markets (1)

Gemini's stock price fell to $4.45 after peaking at $28 post-IPO, following executive departures and weak trading activity.

#BTC Markets #Stablecoins #Agents #Regulation

The a16z Show

Ben Horowitz on Venture Capital and AI • Apr 27

Horowitz has chosen not to pursue leveraged buyouts despite their profitability with AI. He says the LBO culture of firing people to extract efficiency is opposite to venture capital’s growth mindset.

Also from this episode: (12)

VC (3)

Ben Horowitz says the traditional venture capital model was built for an era where only about 15 companies per year reached $100 million in revenue.
Horowitz says a16z's first system innovation was sharing economics with partners but centralizing control. He argues shared control makes organizations impossible to change.
To bootstrap its network, a16z used unconventional tactics. The firm redirected management fees into network-building and gained corporate introductions by leveraging its HP briefing center connection.

Startups (3)

Horowitz argues that with software's rise, the number of potential $100M-revenue companies would increase dramatically. He and Marc Andreessen believed the figure could be 200, not 15.
The firm viewed itself as a network to be bootstrapped. Horowitz explains successful network bootstrapping is the hardest part, using the analogy of selling the first telephone with no one to call.
Horowitz explains their first controversial investment - a quarter of the $300M Fund I into the Skype buyout from eBay - generated a 4x return in 18 months. This validated their approach to LPs.

AI & Tech (3)

Horowitz says AI has fundamentally changed venture capital. The historical rule that you can't throw money at a software problem to catch up is now false. Capital can accelerate progress.
He argues that with AI, code and user interface are no longer significant moats. The key questions for startups are now defining new barriers to entry.
He argues the biggest AI danger is over-regulation and a U.S. failure to compete, which could lead to China achieving superintelligence first, creating a dangerous power imbalance.

Culture (2)

Horowitz redefines company culture as a specific set of actions and behaviors, not just beliefs or values. He cites the Bushido concept that culture is a set of actions.
He argues companies are dictatorships, not democracies, because dictatorships are more efficient in competition. Countries need resiliency to bad leadership, but companies must optimize for speed.

Education (1)

He advises students to master AI as a powerful toolset and apply it to their field of interest, comparing its transformative potential to electricity.

#AI Infrastructure #Business #Startups #Macro

No Agenda Show

Adam Curry

1863 - "Nekkidly" • Apr 26

John C. DeVorex is optimistic Apple's integrated chips and universal memory in devices like the Mac Mini and Mac Studio position them well for local AI model inference, unlike competitors who cram phones with "AI garbage."

Also from this episode: (15)

Media (5)

Adam Curry and John C. DeVorex hosted "No Agenda" Episode 1863 on Sunday, April 26, 2026. John C. DeVorex noted widespread "false flag" claims regarding an unspecified event.
During an interview about a reported false flag at the White House Correspondents' Dinner, Fox News allegedly cut off Aisha Hasni as she was about to reveal critical information.
Over 200 journalists signed a letter demanding that Donald Trump be challenged on press freedom at the White House Correspondents' Dinner, which also featured a mentalist instead of a comedian during his last attendance.
Chris Cuomo defended the SPLC, noting its historical cooperation with federal law enforcement against hate groups, a relationship he claimed the Justice Department recently terminated.
Adam Curry emphasized that "No Agenda" provides analysis, not support, aiming to offer alternative perspectives by questioning mainstream narratives, a strategy he believes strengthens listener's beliefs or prompts questioning.

Politics (5)

Margaret Brennan linked an alleged shooting at the dinner to the Second Amendment, citing 564 threats against judges and nearly 15,000 against lawmakers last year.
The shooter's LinkedIn manifesto targeted "pedophile rapist and traitor" Trump administration officials, specifically excluding a "Mr. Patel." His brother had previously alerted local police to alarming writings.
Dame Rhonda described how an SPLC lawsuit, *Ricky Wyatt v. Alabama Department of Mental Health*, led to such high standards that Alabama and other states defunded mental health care.
John Stossel's 2017 report on the SPLC criticized its practice of labeling critics of radical Islam as "anti-Muslim extremists" and highlighted its growing endowment, then over $320 million.
Manosphere podcasters are turning on Donald Trump, criticizing his unfulfilled promises on deportations, Epstein files, and gasoline prices, a shift CNN and MSNBC suggest could undermine his public image.

Corruption (1)

A 31-year-old alleged shooter, identified as Allen, traveled by train from Southern California with multiple weapons, including a shotgun, handgun, and knives, and shot a Secret Service officer in body armor.

AI & Tech (3)

Alex Jones claimed "globalist mad scientists" created an "intergalactic communication system," a term J.C.R. Licklider used in the 1960s to envision the internet as a nuclear-attack-resilient, distributed network.
Anthropic has substantially increased Claude AI service costs, with monthly subscriptions reaching $200 and additional credits costing $2 every 30 seconds of usage, suggesting an IPO strategy.
Florida's Attorney General, James Uthmeyer, opened a criminal investigation into OpenAI after an FSU shooter allegedly consulted ChatGPT over 200 times for planning advice.

Business (1)

John C. DeVorex asserted that Enron, during its bandwidth trading, undermined the internet's original peering system by introducing charges, contributing to its eventual centralization.

#Safety #Regulation #Macro #Society

Baseten CEO says AI compute scarcity forces five-year lock-in contracts

Source Intelligence

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