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

Peter Diamandis (0:00)

Google commits to a $40 billion investment in Anthropic.

Dave Blundin (0:03)

Dario needs compute, he signs up with Amazon. Google's already a shareholder in Anthropic.

Alexander Wissner-Gross (0:07)

They're trying to maximize the economic value per token.

Dave Blundin (0:11)

It's all bottlenecked at TSMC. That's the actual bottleneck to all of AI. Only Elon will talk about it.

Peter Diamandis (0:17)

Google Cloud is dominating. They unveiled their eighth generation of TPUs, in particular TPU 8T for training and TPU 8I for inference. I still believe Google is the winner in the long run here.

OpenAI unveiled Gpt 5.5.

Alexander Wissner-Gross (0:35)

It very much feels like a release that's intended to strengthen OpenAI's codecs. Math is cooked. A bunch of other things are cooked as well. Things are moving so quickly now that on a month-by-month basis, we're able to see the hardest of these benchmarks creep up 1% per month. So not long now.

Dave Blundin (0:55)

Now, that's the Moonshot, ladies and gentlemen.

Peter Diamandis (1:00)

Everybody, welcome to another episode of Moonshots, your favorite AI exponential tech pod out there in the universe. Here with my incredible Moonshot mates, AWG, back with his Orchid-filled room, DB2, in his headquarters of all exponential investments. And of course, Salim is on the road.

Remember the book, Where's Waldo? I think we're going to replace that with Where's Salim. So, Salim, where are you today?

Salim Ismail (1:28)

I'm in a car in Guadalajara in Mexico, transiting to the airport. And this is the only way I could do this, is to do it in the car. So, hopefully, the friend's hotspot will piggyback you off last.

Dave Blundin (1:40)

I can't believe you brought up Where's Waldo. Peter, we're still the exclusive licensee of Where's Waldo for data mining.

We used to go to trade shows, and we'd have an actor dressed up in that Where's Waldo suit, and we'd be like, hey, our neural nets can find anything in your data. It's like a Where's Waldo. And we gave out all the books. It's amazing to still remember that. So, Salim, you're in Mexico. The Blitzy team is in Mexico, and they're raving about the podcast, by the way. So, I guess we have a big fan base down there.

Salim Ismail (2:08)

We do, it turns out. Yeah, big time.

I was in a conference with about 1,100 people, and quite a few of them are avid washers.

Peter Diamandis (2:19)

What about the rest? Did you convert them?

Dave Blundin (2:20)

Yeah, we got to think international whenever we're commenting on these topics, because everybody, it's a big world, and everybody out there is watching YouTube.

Salim Ismail (2:27)

My Spanish is not quite up to snuff to say, everybody should watch Moonshots in Espanol.

Peter Diamandis (2:33)

You know, there's translators now.

Salim Ismail (2:37)

I know. I did my meeting of life session last night in Spanish with a translator, and you should have seen the translator at the end of the night. She was so fried.

Dave Blundin (2:49)

Salim, when you're touring through India, do you speak Hindi or do you...?

Salim Ismail (2:54)

No, I speak English. It's my native tongue, because I come from a diplomatic family. I'm pretty bad Hindi. I can't get by. But some of these were my grammars bad, my vocab. I just throw out words and hope it sticks.

I can get through about 50 percent of our conversation.

Peter Diamandis (3:11)

Well, we're at almost 500,000 subscribers, so next time you're in front of our large audience, tell them to push us over to 500,000.

Salim Ismail (3:19)

Oh, okay. I'll tell them that.

Peter Diamandis (3:23)

Let's jump in another incredible crazy week.

Let's kick it off with a conversation around the AI race and the agentic boom. So check out this slide. I mean, 15 major releases in only eight weeks. We're getting a pace of two major models per week. I think you've got to be retired and just focusing only on this to keep up. There's no way otherwise. So in this segment, what I love to do, guys, is really hit on the last three. Kimi K 2.6, Gpt 5.5, and DeepSeq 4, V4. They're extraordinary releases. Each of them hitting new capabilities. One thing, Dave, we saw the acquisition or the invoked acquisition of Cursor by XAI. And I think what's interesting is that the winners in this crazy model race are going to be those that are providing the best abstraction layer. So it doesn't matter what model is underneath.

Do you agree with that?

Dave Blundin (4:32)

Yeah, totally. Actually, I just had a meeting with a data center company here in Cambridge. And the amount of effort going into the TPUs and the NVIDIA B300s is incredible. But at the abstraction layer, there's factors of 5 and 10 just being thrown away by mismanagement of the context window. And I mean, there's just so much opportunity in this stack, which makes sense because it's all brand new. But it's just... and also there's a lot of vertical integration going on. The warfare is really, really stepping up. But I can't believe how Kimi K 2.6 is keeping up.