EWS

Sources · 6 moments

1. 1.
   All-In with Chamath, Jason, Sacks & Friedberg · Trump's Super Intelligence Summit, AI Safety Accord, GDP Beats, Midterm Predictions

   Jason Calacanis · Oct 2 · Listen at 24:04 ↗

   “Yeah, it's an opportunity to sell into the government. Now Google and Amazon Web Services, Crusoe, whoever, can just sell more servers, and the government then can say, hey, it is now, Sachs, national security that we build more data center”

2. 2.
   TBPN · Nvidia’s Cloud Strategy Evolves, Factory-Cognition Drama, Instinct Pushes Into Shopping | Diet TBPN

   John Coogan · Oct 1 · Listen at 0:21 ↗

   “comes out on stage at one of the keynotes he gives and he says like, this is the iPhone moment and we're going to aggregate all of the underlying compute and you're gonna be able to come to us and deploy whatever resources you are. And we'r”

3. 3.
   The a16z Show · Beyond the God Model | Alex Atallah & Amjad Masad

   Amjad Massad · Oct 3 · Listen at 13:42 ↗

   “you and the models and we get you the best token at the cheapest price. But also we also create an abstraction layer on top of the cloud as well, because you should be able to deploy to AWS and Azure, and you should be able to use Databrick”

4. 4.
   The WAN Show · AI Ruined The Deal And Gave Away His Address - WAN Show October 2, 2026

   Linus Sebastian · Oct 3 · Listen at 24:23 ↗

   “It's like AWS. Everybody bought into AWS hard when it was cheap and cheerful and it was easy and it was like, oh, this is great, this is so much better. And then they ratcheted up the price and now people are exiting again. And now it's lik”