Happy Labor Day Weekend! As you all are, by now I hope, sailing into a weekend of barbecues, online shopping, and defenestrating white clothes, here are a couple of key thoughts I had around the news of this week.
Ultimately, this isn’t a surprise—on one hand, the $100 million already mobilized to shape AI policy and regulation feels like a lot, but that number absolutely dwarfs the billions a16z manages and that OpenAI has raised. The intertwining of startups, the AI boom, and the federal government seems poised to continue, even accelerate in the coming years. The real question, to me, is who, in the midterms, will emerge as the new wave of AI’s biggest Washington advocates.
My guess? We’ll see some China chips sales soon from Nvidia, which could translate to billions in revenue. I just wonder how long it will stick, and how resilient the demand will be from China, a country adamant about controlling its own technological destiny.
The wedding of the century… I actually do think it’s still too early to call the wedding of the century. After all, who knows where we’ll be in 50 years? LLMs could be celebrities by then, for all I know. But so far, at least in the U.S., it’s hard to imagine a bigger wedding than that of Taylor Swift and Travis Kelce.
So, if you had a long week, shake it off, and I’ll see you Tuesday.
