Openai’s project stargate arouses the reaction of Microsoft and Meta CEO.

“What I know is good for $ 80 billion.”

One liner rarely captures the state of the moment. There is a Microsoft CEO here. Satya nadella “There are no details,” probably millions of AI infrastructure projects, which are said to have been led by Openai, his tent investment.

Nadella refers to how much Microsoft and Openai drifted without reading the terrible details of Stargate. Since the model of Openai is still exclusively only for Azure, Microsoft is mentioned in the Stargate press release. But the most impressive aspect of Stargate is not yet there yet. The biggest supporter of Openai decided not to participate in anything. Sam Altman It is called “the most important project of this era.” When Nadella clarified CNBC this week, he operates his $ 80 billion AI infrastructure, and Openai will be able to get additional computing with blessings elsewhere.

This week, I had a small headline, but I found a response from Nadella. Elon Musk More lights in x. In his response to the Musk, “on the other hand, the Satya is definitely money.” Nadella replied: “😂 and all of these money is not exaggerating AI but to make things that are useful in the real world!” I replied.

The post can only be interpreted as an excavation of Altman. NADELLA was able to fund the cutate to Openai. He did not. What do he know the rest of ours?

The gorgeous Stargate, unveiled in the White House, certainly achieved a goal, which clearly made everyone talking about the big numbers. The generated headline is prompted Mark Zuckerberg Let everyone end a week his The data center will be even Greater Than Stargate.

Zuckerberg said on Friday posts on his Facebook page that META’s planned 2GW data center in Louisiana said, “It’s so big that it will cover a lot of Manhattan.” .

In his post (adding my emphasis): “We will bring a compute to 1GW from 25 years to online and end the year with 1.3 million GPU. We plan to grow the AI ​​team significantly by investing $ 60-65B in CAPEX this year. We have a capital We will continue to invest in the next few years. ”

Altman has no doubt. Masashioshi sonand Larry Ellison For compute, you can raise the billions needed to reduce Openai’s dependence on Microsoft. (The US government doesn’t give Stargate a bizarre optics with Trump. Ultimately, this refers to a topic that comes quickly in 2025. Big Tech sees AI the most. We will continue to spend like hell so that the existence of the coming era and the OpenAI do not run away.

There were few companies as good as 2024 Reddit. Since its release in March, Roy’s stock has soared 300 % and has received $ 32 billion in social networks.

This is a confrontation with where the mediator was in a hurry to change the platform and a company that sold data to Google and Openai.

Just as the debate in the rear view mirror is now, Reddit is focusing on increasing the user base, maintaining profitability, and using AI to make it easier to search for the site. I caught the CEO Steve Huffman A few weeks ago, CES’s priority in 2025, how he was leading Reddit, his thoughts on AI scaling discussions and content intervention …

The following interviews were edited for length and clarity.

Your IPO was very good. What did you personally look to you for the last nine months?

We have a good meeting with a good number in Reddit. So we had a good meeting.

Preparation was intense. It continues to talk repeatedly, but I like what I enjoy, but it’s a lot. I think it is in the rhythm of the public company than most of the new companies. Dead the quarter, finish thanks, and make a meeting and income. Therefore, there was no big change for us from the perspective of operating.

It’s an interesting time for new investors and employees. You will not complain of us. What I keep talking to the company is that everyone should be very proud of what he has done and not take this moment for granted. I just talk to them, see, and enjoy seeing them. In our history, there are many ups and downs. There is no doubt there is a challenge in our future.

Didn’t you think you could make it a year ago?

There are two things we have to do. One is to run a core strategy. We must hire. We must build. In terms of investment, we think we are very reasonable. One sentence strategy for us is to grow products and maintain profitability.

What can you do with high stock price? Maybe you can see M & A that you are not. In the last two years, we want to say that we are not our orientation now because we have been a $ 25 million deal. It is a kind of sweet place that we get technology and teams. I always say that we are always looking at the market, but I don’t seek big or crazy right now because I like the core strategy. I think you can do what you want to do within the current feature.

What is the main product focus of Reddit this year?

The first is the core of Reddit, a community dialogue. Everyone has a house on Reddit, but do you see the house in the first session? There is a different dimension in our work, which is reddit as an information source. Reddit has all this amazing information. Can you answer the users who need questions? We just tested the Reddit answer. It is really helpful for searching for the current event. One year later, it is a profit generation product. It is one of the few products that scratch all itching itching, so it will be a big focus.

What are you doing about this debate about whether the data is lacking in the AI ​​industry?

I think we will literally give a different answer to that question every month. We want to have a good relationship with others in this space. We are open for business.

At the same time, we try to maximize the value we get from our own data. At this point we did not experience the conflict between the two. I like the relationship we have. The main relationships are Google and Openai. At this point we do not need to create a specific partnership. I say they are all good, but nothing to us exist.

One of the tasks is that the AI ​​company does not know what kind of product he is building. It’s not bad. They are repeated by themselves. The centgpt itself, the center of this dialogue, was a demonstration. Then a year later, it is the most important enterprise technology on Earth with suspicious economics. It is very interesting. I don’t think any of these companies will be offended to hear what I say.

You were one of the first social media CEOs I thought I was very critical to Tiktok. How does the US ban affect Reddit?

Reddit’s traffic graphs for the past 19 years can’t see the rise and fall of certain platforms. I think all content types should work on Reddit. Reddit’s video is a camera out (I’m watching), unlike the camera person. It is social media. I think the ban is right because I mentioned that it is not related to competition.

As the mediation of the meta changes, the extensive conversation on social media feels like changing right now.

Over the last decade, people have talked about whether their speech is a problem. This is a crazy idea. You can’t have freedom without language. I think it is bypassed by interrogating and relieving the core values ​​of the United States.

Are people politics? Of course people are always so. As for the mediation topic, we always try to work in the right way, which coincides with the value of the United States. Democratic platform. We believe in the power of people and the wisdom and voting process of the crowd. It is reddit. So I am happy to see us return to most of my life. It is a gratitude for free speech.

• Competitors board Tiktok. Tiktok is no longer available in the US App Store and is a technically limited in -app feature that everyone is doing the latest work to take advantage of the situation. Meta has announced a capture competitor in advance and is trying to attract the producers in cash. Subsack, Bluesky and X are all moving to encourage more video consumption. Meanwhile, President Trump says he’s okay. Elon Musk or Larry Ellison purchase. Bytedance says you want to make a deal, but it seems to be more and more supportive. Ellison may be guaranteed that Oracle will not be fined for violating the law right now, but Apple and Google have shown that they will follow the letter of the law. Tiktok is still unable to download in the United States, so there is a decrease in competition threats for meta, YouTube and others.
• Trump will work for big skills. Why is Zuckerberg and other CEO bend your knees? The president did not see farther than an opinion at the World Economic Forum this week. This kind of promotion is exactly the meta and other American companies. We will see if it works for them.
• More headlines: Openai launched an AI agent called “operator” for professional subscribers… Musk told X staff, “User growth is stagnant, profits are not impressive, and we are barely breaking.”… Google has invested more than $ 1 billion in Google Cloud through Anthropic and acquired a portion of the HTC Vive team to strengthen Android XR efforts (eg, glass returns). EPIC Games has updated push to compete with Roblox… Meta has invested in a rare Databrick.

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As always, your data center, in particular, EvenR. If you answer here, I will come back or pinging safely to the signal.