Eric Schmidt's $80 Billion Anthropic Bet
Summary
This episode covers DeepSeek’s open-sourcing of its DeepInfer inference stack to reduce AI compute costs, alongside Inception’s launch of Mercury 3, a diffusion LLM that claims four to eight times the speed of Haiku 5.5. The show also discusses Cloudflare’s new Cleric model for fast data extraction and Spotify’s rollout of paid podcast memberships in 34 markets. Additionally, it highlights Apple’s $100 million investment in a U.S. titanium supplier for its foldable iPhone and details how Eric Schmidt’s 1% stake in Anthropic could yield a massive windfall upon its upcoming IPO.
Topics discussed
Intro and daily tech headlines
Sponsor: Eight Sleep Pod 6 smart mattress
DeepSeek open-sources DeepInfer inference stack
Inception launches Mercury 3 Diffusion LLM
Sponsor: Rubrik agentic cyber resilience
Sponsor: Scribe workflow documentation
Cloudflare debuts Cleric data extraction model
Spotify launches paid podcast memberships
Apple invests in US titanium supplier for iPhone
Eric Schmidt's Anthropic stake IPO windfall
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