20VC: Anthropic vs The Pentagon: Who Wins | The Ultimate Stock Picks: What to Buy | The Data Centre Arms Race: Is the Capex War Stalling | The Era of Public Company Deceleration is Dead

And I think the consensus is in law, Anthropic will probably win a good slug of this case, which is different than saying they're going to win the fight. The idea that you can just have all this shit for free is at some point going to stop because someone's going to have to cover their nut. I I think getting rid of juniors is where we get budget for these data centers in part. This goes down really cold. You can have dispossessed urban poor forever and nothing happens.

But if you piss off the 20-something-year-old, middle class, the overeducated elites, they tend to cause trouble. OpenAI and Anthropic have the most amount of surface area to attack of any company in the world right now. The era of gentle deceleration has ended. It's dead. This is 20 VC with me, Harry Stebbings, and it's my favorite show of the week.

Rory O'Driscoll, Jason Lempkin analyzing the biggest news in tech this week. First on, Anthropic sues the US government for being labeled a supply chain risk, Oracle and OpenAI and plans to expand flagship data center. Meta moves in to absorb the surplus AI data center capacity, then CrowdStrike. They beat expectations. but trade down?

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