Breaking down Nvidia's Hugging Face and Poolside bets | E2331

This is the biggest story of the year. NVIDIA taking over all of open source. They've agreed to acquire Hugging Face for 12.9 billion. US open source equals NVIDIA. Chinese open source equals Kimmy. Now we have our US champion. If you want to know how Anthropic is hitting 50 billion, if you want to know how open AI is hitting whatever it is, 30, 40 billion. Customers like Uber. Unmetered is the word we're gonna be talking about in 2027. That means that you could see NVIDIA add a third of the market cap of the top two Frontier models. One third of their revenue moving over to NVIDIA. If it works, this is the biggest news ever. This week in startups is brought to you by PayPal. Pay zero processing fees on your first$100,000 in eligible PayPal payment volume. Learn more at paypal.launch.co. Every for all of your incorporation. Banking.

Payroll, benefits, accounting. Taxes or other back office administration needs, visit every dot IO, DigitalOcean. Want to see what building on a true AI native platform looks like? Head to D O dot co slash twist to start building on Digital Ocean's AI native cloud today and cut your AI workload costs by up to fifty percent. All right, everybody, welcome back. To twist, it's Friday, August twenty eighth, summer's over, lots on the docket. Sam Waltman talking about cyber threats again, scaring the bejesus out of everybody. uh saying hey we're gonna need to have a coordinated effort here NVIDIA butt hugging face and we got some great guests. We want to start with a story or go right to a guest? What's the lady's choice, Lon? What do you want to do here? Misgendering me again. How dare you. No, I think we should start with this. I think we've got a top story. It was the beard that made me misgender you. That's right. We might be in A.

AI's Oppenheimer moment, Jason. Open AI, Anthropic. Some of the other companies have issued a warning about coming cyber threats. Yesterday, over one hundred companies signed an open letter warning that we only have months to prepare for AI enabled cyber attacks. It includes open AI, it includes anthropic. Google, Microsoft, all the usual suspects. They're warning hospitals, water systems, critical infrastructure, all under threat. They want security standards raised, including shared threat intel, and they want this defense funded at every level. All that said, the letter doesn't have any actual commitments. There's no deadlines. There's no mandated funding. It's it's just sort of floating floating the suggestion. So, you know, I mean in in your perspective. What do you think the best way for us to actually I think everybody would agree we should do this. What do you think the best way to organize this effort might be?

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