Back to episode — Episode 3060 CWSA 01/02/26
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s. Stop it. I interrupted myself. Okay, we'll try that again. All you need is a copper mug or a glass or a tankard or a stainless steel can or a sugar flask, a vessel of any kind. Fill it with your favorite liquid. I like coffee. And join me now for the unparalleled pleasure, the dopamine of the day, the thing that makes everything better. It is called the simultaneous sip. It happens now. The s…
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So one of the things I told you I like a lot is when people who are way smarter than me agree with me because it makes me feel smarter. So the CEO of Perplexity, that's one of the big AI apps, Aravind, he says the biggest threat to data centers is intelligence that runs locally on your device. So I think I've been telling you for a while that the big AI companies are building enormous multibillion-dollar data centers. And as an investor, I would be concerned that things could change instantly. And one of the things that could change instantly is if somebody figured out how to do AI without the data center.
Now it seems impossible, but on the other hand, if you started with the data set of training and then just added your own intelligence and your own stuff, how close could you get to a working AI that didn't
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need to be connected to a data center? I think that's coming. Anyway, speaking of AI, Sam Altman of ChatGPT and OpenAI apparently has a different vision than Elon Musk does about what's going to happen to your apps. So in his world, ChatGPT will have its own app store and maybe replace the Apple App Store. But so far they have not really been successful. So they have some apps, but they're not do…
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