Google I/O 2026, Karpathy Joins Anthropic, and Cerebras’ $95B IPO | EP #256

**Dave Blundin** (0:00)
If you said five years ago, hey, Google's gonna 6X its capex and the stock will go up, nobody in their right mind would have said that's even possible.

**Peter Diamandis** (0:07)
Quadrillions, billions, hundreds of billions, trillions. It gets numbing after a while. There was a lot of conversation that Google was cooked, Google was not gonna make it, that their revenue engine was being massively disrupted. And here they are, you know, sort of disrupting the disruptors.

**Alexander Wissner-Gross** (0:24)
All of these numbers, I think, were inevitable.

**Peter Diamandis** (0:26)
Andre Karpathy joins Anthropic. He was the co-founder of OpenAI.
He left in 2017 to run Full Self-Driving for Elon. And he'll start a new initiative focused on using Claude to accelerate Claude's own pre-training research. Cerebras record IPO closes up 68% market cap, $95 billion. Andrew Feldman, the CEO of Cerebras.

**Dave Blundin** (0:47)
It's like a lifetime achievement, like kind of like a Nobel Prize or an Olympic gold medal where you carry it for the rest of your life.

**Peter Diamandis** (0:54)
All right, I see Andrew Feldman has entered the room. Andrew, a pleasure to have you here.

**Andrew Feldman** (0:59)
Thank you for having me on your show.

**Dave Blundin** (1:01)
Appreciate it. Now that's the Moonshot, ladies and gentlemen.

**Peter Diamandis** (1:09)
Everybody, welcome to another episode of Moonshots. Today, we have our extraordinary group of Moonshot mates, DB2, our emperor of AI investing, Salim, professor of all things exponential organizations and our very own artificial super intelligence, our Moonshot mate, AWG.
I'm Peter Diamandis, your host. Gentlemen, a pleasure to have you here.

**Alexander Wissner-Gross** (1:32)
And Peter, you're a birthday boy as well. Shall we sing? Happy birthday to you.

**Salim Ismail** (1:37)
To you.

**Peter Diamandis** (1:40)
Everybody is going to be signing off the pod right here. Right.

**Salim Ismail** (1:43)
That's right. We are not singers. Stick to the verbal.

**Alexander Wissner-Gross** (1:47)
Well, one of us was. Well, my first career was in the New York City Opera Company.
Really?

**Peter Diamandis** (1:53)
You just keep impressing all of us. Well, thank you, gentlemen, for your, for your.

**Salim Ismail** (1:57)
I want to hear. I would like to hear an aria sometime.

**Alexander Wissner-Gross** (2:00)
All right. Maybe I'll do an outro.

**Peter Diamandis** (2:02)
Okay. Well, for sure.

**Salim Ismail** (2:07)
So we have such a fun surprise birthday party for you.

**Peter Diamandis** (2:10)
Oh, my God.

**Salim Ismail** (2:10)
We did.

**Peter Diamandis** (2:11)
It was crazy. I have never been so surprised in my life. And honestly, you, Salim, are the most giving individual. So for. So Salim was visiting with with Lily and his son, Elon.
We had a birthday dinner for him Saturday night, but his birthday was Sunday and he walks me along the beach to a surprise birthday party where there are 50 people. I walk in this room and I've never been more surprised in my life. I mean, I literally dropped to my knees in a level of surprise.

**Dave Blundin** (2:42)
All right.

**Peter Diamandis** (2:43)
But it was your birthday, Salim.

**Salim Ismail** (2:44)
And it was a perfect decoy. It was a great decoy. It was awesome.

**Peter Diamandis** (2:49)
Oh, my God.

**Salim Ismail** (2:50)
Very, very special, very special.
And Dave, you sent a great message over. It was great. It was wonderful.

**Peter Diamandis** (2:56)
Thank you all for that. So welcome to Moonshots. Our job here has got you pumped about the future. No politics, no deumerism, just the science and technology driving us along the singularity. Today we have a special episode, our annual recap of Google's mega event called Google IO. We'll cover news with Andre Karpathy joining Anthropic and Elon's defeat in the trial against OpenAI. And finally, we'll be joined by Andrew Feldman, the CEO of Cerebras, after an epic IPO.
So, Dave, it was a blast to be with you at Google IO.
Here's an image of us along with Tyler Donoghue. What do you think of it?

**Dave Blundin** (3:38)
Yeah, it's great to be where it all started.
The vibe on IO is global, but within this epicenter where everything began, it's like it's off the charts. And the first hour, just the amount of stuff to talk about in one hour compared to a year ago, compared to two years ago, I mean, we're taking it all for granted, but it's just crazy. Just the number of new Google brands, of new AI products, it's pretty baffling. So, we'll go through it all. We've got it all beautifully cut up today. So, you can analyze every piece of it.

**Peter Diamandis** (4:13)
And Alex, you were watching online, weren't you?