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Start free trial →The Pomp Podcast · October 2026
Pushing back on the idea that banks and other large companies can simply build their own AI infrastructure, he argues memory supply is the real bottleneck.
Yep.
…they're releasing something like 50 to 100 new features a week. It's just you're cutting cost while that productivity is just exploding. I don't know what this looks like in two, three years, but like you start getting pretty excited about just how productive any of these companies can be, right?
Yeah. And so let's bring it back to Anthropic because I think the most important news item that came through this is that Anthropic announced in their S1 that they're dealing with basically 250 of the Fortune 500 companies. So 250 of the S ⁇ P 500. But in terms of their total expenses. Which again are dominated by compensation of the anthropic portion is point less than one percent. I think people have to fully grasp that if this company has this kind of momentum and they can give you insight into the adoption right now of AI, and also for everyone that thinks that they're going to be able to go build data centers and do all this stuff, which I'm hearing more and more on other podcasts. I'm like, where are they getting the memory from to go build their own data center? I mean, guys, come on. Like, if the banks want to go build their own data centers, that's all well and good. But if you can't get the memory, you can't do you can buy as many GPUs as you want. You can go through this, but if you can't get the memory, where is this going to go? So, I just think for as you go through the anthropic thing and you look at…
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I'm not sure that until Muse is around for a long time. There's two issues with AI that I think are very different than, say, Google search. One is the trust factor. I finally got the chance to meet William Ugayar yesterday. And, you know, his whole book is on this concept of trust as an asset. He…
can come sit in that seat whenever he wants. Okay, you