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Anthropic is building an in-house chip design team to co-design hardware and models, while simultaneously negotiating a multi-billion-dollar debt facility to fund the use of Google Cloud TPUs. The startup is considering Samsung as a manufacturing partner.
Jason Calacanis identifies Open Router's data on model usage and switching patterns as its most valuable asset, making it an attractive takeout target for hyperscalers like Google Cloud or AWS.
Nick notes Google Cloud's 63% year-on-year growth, reaching an $80 billion run rate.
Patel believes Google should sell TPUs externally to challenge Nvidia's market dominance, but doing so would require a major cultural and organizational shake-up within Google Cloud and its software teams.
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