Conducts the interview with James Sagan; discloses her husband Sam Lessin was a co-investor in the OnlyFans deal.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
OpenAI is spending far more on compute than rivals while pushing simultaneously into enterprise (Sarah Friar touting business customers) and consumer (Fiji Simo promising monetized high-end advice), raising questions about consumer willingness to pay amid free alternatives.
Anthropic's financials show ~$78B projected compute spend through 2028 versus OpenAI's $235B, reflecting a more enterprise-focused, efficiency-oriented strategy; now securing multi-cloud partnerships (AWS, Google, Microsoft, Nvidia) to fund massive compute needs.
Bezos co-CEOs Prometheus with AI scientist Rick Clausner, focused on AI-accelerated manufacturing for space; Lessin predicts long gestation before tangible output, noting round isn't closed but capital access is trivial for Bezos.