Analyzing Trump's AI Executive Order Delay

0:00Today on the podcast, SpaceX is committing$2.8 billion to gas turbines for ex-AI data centers. This is all according to their IPO filings. Google is now pitching an AI agent ecosystem, but a lot of people are criticizing the fact that they are keeping this paywall behind a$100 a month paywall. Trump has delayed any AI security executive orders that were previously being worked on, and he essentially is doing this because he is citing US competitiveness concerns with China. Hark has just raised$700 million in a Series A at a$6 billion valuation for an AI personal assistant, which doesn't sound too differentiated.

0:39We're going to get into how they're able to raise$700 million. Anthropic expects that they are going to have their first profitable quarter at$10.9 billion in Q2 revenue. That is absolutely insane considering how much money these companies are spending and OpenAI feels like they are far from profitable. Everyone's racing towards the IPO and coming in with a profitable quarter could be a pretty exciting moment for Anthropic. So let's get into all of it on the podcast today. The first thing I want to talk about is the SpaceX gas turbines. They've committed$2.8 billion to purchase turbines through 2029, which are going to power XAI's data centers.

1:15This is all according to their IPO filings. This basically solves the immediate power shortage, but there's a whole bunch of legal lawsuits coming from the NAACP. They're suing over 27 allegedly unpermitted generators at the Colossus 2 data center in Mississippi. Well, that lawsuit in particular is a little bit controversial because sure, you can sue a company for emissions, but the NAACP typically is launching lawsuits that are defending people of color. And the lawsuit basically says that the data centers are disproportionately harming people of color. And a lot of people are basically saying this is sort of a politicized lawsuit.

1:52We'll see where that goes. SpaceX apparently has signed$805 million for a turbine deal in March of this year. And they have a$2 billion mobile turbine agreement in late April that they just signed. Both of those are covering equipment all the way through 2029. Colossus Suit 2 now powers 46 portable turbines. And the NAACP lawsuit alleges that 27 of them lack required air permits and pose public health risks. SpaceX right now is important to know that they're currently leasing their Colossus server to Anthropic for$15 billion annually, and they plan additional third-party leasing deals to drive revenue.

2:33So this is something that not only are they using to train XAI, but when they're not training XAI with it, and I think Colossus 2 is what they're using for XAI, but Colossus 1 was kind of the older one, so they have, you know, that's not currently being trained. They're just giving this out to other companies like Anthropic and, you know, who knows, maybe OpenAI or Google or other players, although Elon Musk and OpenAI don't have the friendliest relationship. But still,$15 billion annually to give the Colossus one plant over to Anthropik is, you know, definitely a major driver of revenue for them.

3:04This is all important because SpaceX right now is betting that vertically integrating the infrastructure, right? So owning the data center, owning the power, owning the AI units is going to beat renting from cloud providers like Anthropik and OpenAI currently do. Google, Microsoft, AWS, all of them are making a killing on this. Meanwhile, SpaceX has basically built their own to train their own models, and then they're renting it over to Anthropic for$15 billion a year. But in order to do that, they had to get these up very quickly. Gas turbines were the fastest way to do that without having to plug into the grid and get all of the permits to be grid powered.

3:36So that's kind of the big constraint. Now there's lawsuits that might make that all get shut down. Google is now pitching an AI agent ecosystem. Google I.O. just happened, which is super exciting. and I'll be talking to someone at Google tomorrow for more news on everything that was announced there. But for this particular AI agent ecosystem, they've announced they have information agents. They have one called Spark, Halo, and Daily Brief. But all of those, while they sound super useful and interesting, are locked behind a$100 a month Gemini Ultra paywall. Instead of, you know, offering free access or even the$20 a month access, you gotta pay$100 a month.

4:10It's pretty, it's hard. I feel like we're seeing Claude made just so much money with their$100 and$200 a month tier. And ChatGPD always had a$200 a month tier, but there's no way I was paying for it, mostly because their product wasn't good enough. Actually, I did pay for their$200 a month tier last year at some point to try their agents. Their agents weren't good enough. I canceled it. But now that Anthropics Cowork and Claude Code are good enough to do everything I ever wanted, why would I ever cancel? And I'm happy to pay the$200 a month. It looks like Google wants to get in on this kind of like higher tier$100 a month thing.

4:41But these agents are kind of use agents that have one particular use or a few different particular uses. It's not like Claude Cowork that can literally do anything and everything and do it all well. I even have Claude Cowork going looking at wave files and editing, you know, music projects on on something like logic or going and going to Xcode on Apple and building iOS apps like it's just so insane what it can do. And so for me, I'm thrilled to pay that. but I'm not sure I would go and pay$100 to use Spark, Halo, or Daily Brief. So anyways, I'm excited for what the direction Google's moving in, but they're going to have to build something comparable to, and maybe they will and they do, but that's what I would, something's got to be comparable to Cowork.

5:23That's the only thing I'm going to be paying that much money for. I don't really care about people's little agents. I could probably build my own with Cowork if I wanted to pay that extra money. And it is tricky because, you know, while$200 a month, I see I get such an insane amount of value out of it, but I'm not going to stack a bunch of$200 a month subscriptions on top of each other. So Google really has to differentiate themselves and make themselves better than co-work and I will cancel co-work and move to them if they have something better. That's kind of the place they have to be at. So this is definitely reversing Google's kind of historical playbook, right?

5:53They've always been releasing consumer products that are free and they're trying to do that to gain adoption. What these particular agents do, the information agents, they're replacing Google alerts with a 24-7 AI monitoring for market trends, price tracking, weather. Spark is actually going to integrate with Gmail and Docs as kind of a personal assistant. Halo is going to sit as an Android notification layer. Gemini Ultra Pro and Plus subscribers are going to get access starting this summer, but Google gave no timeline for when free user rollout was going to happen, even though they said that, you know, agentic features are going to come, quote, when the time is right.

6:29Okay, whatever the heck that means. Personally, I think this is fragmenting their kind of audience a little bit into their free and paid tier and who gets what. There's a bunch of messaging first startups, by the way, too, like Poke or Wingman. And they already have these sort of text based agents. And they're cheaper and I mean, easier to use than some Google's multi product approaches. Google does have a ton of different products. This is kind of the biggest criticism I'm seeing lobbed at Google after IO, which is just how many different platforms you have to access all of their different tools.

7:01You got to use flow if you want to get their Google VO video generator, you got to use I don't know, there's just tons of different platforms to get access to all of their different tools. They keep changing things, they keep depreciating things, their API and is like, you know, accessible for different things in different places. Anyways, people think it's all a little confusing, it would be nice if I would just go to Gemini.com and could talk to anything and everything from Google. Maybe there's a little tab at the top that just says text, audio image video, and done. I don't need to have go to Google flow and all of the different products that they've kind of rolled out.

7:34I get they're kind of testing stuff, but I think they're probably confusing the market a little bit. And they have so many users, they could probably consolidate this a lot. Okay, Trump has delayed the new AI security executive order. He said that it is all due to US competitiveness concerns that he has right now. Originally, what this was going to do was going to ask AI companies to share advanced models with the government 14 to 90 days before they actually publicly launched them. Right now, they, you know, and I think that all came from when Anthropic was like, hey, look, we have this mythos model that can hack everything in the entire world.

8:07And so they were like, gee, we're kind of concerned about that. But now they're citing that they're kind of concerned about the competition with China and delaying something for 90 days, for example, so that the US government can look over it and make sure it's safe. I mean, to be honest, does the US government really know when something is safe? Who knows? I'm sure they have some great technologists there. But these things are really coming out of the top labs and those top labs are probably the ones that know best what's going on but that's my opinion to be fair the office of the national cyber director has spent the last 18 months developing an ai security framework but has not published any sort of formal pre-release assessment guidelines so yeah they've been working on this for a long time they don't even have something out and i think the order that was about to be signed was prompted partially by anthropics mythos and also opening i was like hey look we have something super dangerous too with chat gpt 5.5 cyber and you know i think they might have been trying to just jump on there what i will say is that a lot of ai companies have privately lobbied against this kind of mandatory pre-release disclosure since a lot of those types of provisions have appeared in different earlier legislation proposals and i think the public reaction to the delay has basically like no one's really too up in arms about it so i don't think this is something that's going to get pushed too heavily.

9:20If you are sick of using something like Claude, which doesn't have image generation or audio generation or video generation, and there's 100 different models out there to switch between and you don't want to pay for subscriptions to all the different platforms like Google's new $100 platform, I'd love for you to check out my startup, which is AIbox.ai. I have access to over 80 different AI models, everything from Anthropic, OpenAI, Google, and tons of others for image, audio, text, video generation. It's all on AI box.ai. It's only$8 and 99 cents a month, and you get access to over 80 different AI models.

9:52You can do it all in the same chat thread. So you can use Claude for helping you with reasoning, and then you can pull in open AI to generate images in that same thread. And then you can pull in 11 labs for audio and Google VO three for video. It's an amazing way to get access to everything in one place and not to have a hundred different subscriptions. So if you want to check it out, there is a link in the description to AI box.ai. You can get 20 % off if you get the annual plan. So really, this is something that is incredibly affordable, gives you access to everything. I hope it saves you a ton of time and money.

10:22All right, let's talk about what's happening with Hark because they've just raised$700 million in a Series A and they have a$6 billion valuation. What are they doing? They're doing an AI personal assistant. That sounds very, I don't know, like everything else. So how are they able to get this much money? What's going on? Well, the reason is because this is coming from Brett Adcock. Now, for those that don't know, Brett Adcock is the CEO and founder of Figure AI, the humanoid robot company. So obviously, he already has a massive company and a lot of, you know, a lot of clout to back this up. What they're betting on specifically with this is that they're building a stack that's designed top to bottom for AI models, software and devices.

11:02And they're building all of this together. He obviously has experience with figures robots. and they're believing that they can succeed in a in kind of this niche area where meta's ray-ban glasses and a lot of other ai wearables have flopped this is the this is kind of the niche they're going to attack here um brett actually personally invested about 100 million dollars to launch hark in uh kind of the end of last year the company now has 70 employees they're running nvidia's b200 gpus in a private data center which is interesting right they're building their own data centers, kind of like what XAI did, and then SpaceX acquired them.

11:39So right now, Hark is planning to ship their very first multimodal model this summer. So they have something coming up. I think this is why they're able to go raise a ton of money, right? I mean, he already put$100 million of his own money into this. And if you think about it, there's some really big synergies. If he's doing humanoid robots, a lot of times his humanoid robot companies were making deals with Chad Chibiti or Claude to put the AI models into the robots to make them smarter. If he's going to go and build that himself and make it multimodal so it understands what's around it. Basically, it's like him spinning out another company that is the brain inside of the robot.

12:09So I think this is a really smart move, especially if we think that these humanoid robots are going to scale the way people are predicting right now. For Hark in particular, they're just saying, look, we're making this multimodal model, but they haven't said exactly what form factor of hardware they're going to come out with or what device this is going to be attached to. The funding round is coming from Parkway Venture Capital, ARK Invest, Qualcomm Ventures, Salesforce Ventures. There's about nine other people. One in particular that is talked about a lot is Adcock's former Apple Design Lead is now going to be serving as the Director of Design.

12:42So they have a really stacked team, a very talented group of people. I'm excited to see what they are able to pull out. Let's talk about Anthropic because they are expecting their very first profitable quarter with$10.9 billion in Q2 revenue. This is insane, especially when you look at OpenAI, which feels like they are miles away from a profitable quarter. For Anthropic, this is more than double the prior quarter. But don't get too excited because Anthropic is actually warning all of their investors that later this year, their ballooning compute costs might actually erase all of the profits by the end of the year.

13:14But Anthropic has committed$1.25 billion per month to XAI for compute through May of 2029. This is a deal that is going to increase costs once it ramps in some of the oncoming quarters. Claude has gained, of course, a massive share among enterprise buyers and professionals. And because of this, Anthropic recently launched products targeting small businesses and law firms. They're trying to diversify a little bit beyond just, you know, some of the early adopters, some of the early technical users. OpenAI has not yet reported a profitable quarter, and they're also preparing for a September IPO. Anthropic is remaining private with no near-term listing plans.

13:49We don't know exactly when Anthropic would IPO, but it seems like SpaceX and OpenAI are really racing for that. A couple other headlines I wanted to run through to make sure you are caught up with everything happening today. Number one, there was a big conference that kind of went viral. Anthropic developers were all asked, well, people using like Cloud Code, for example, a bunch of developers at a conference were all asked if they had ever shipped AI written pull requests without reading the code. Basically, have you pushed code without actually reviewing it coming out of Cloud? About 50 % of people raised their hand.

14:18I don't know how to review code and I'm not a developer in any way, shape, or form, I've shipped a whole bunch of websites and apps and tools. I'll usually tell it to go do a security audit, tell it to do an SEO audit, but I don't review it. I just see if it works and I push it. Is that good or bad? You can make your judgment call on that. I'm sure plenty of developers think that sounds terrifying, but I think this is a huge chunk of people right now that are vibe coding. If you don't really know what code looks like, I don't know how you would review it. So it is interesting that even for the pros, about 50 % are just pushing stuff without reviewing it.

14:54Okay, XAI right now is burning and they actually burned$6.4 billion in 2025, which is a pretty massive loss. They're a big growing AI company. This is all according to the SpaceX IPO filings that we see. Meta is laying off 8 ,000 employees to offset their AI investments. We've seen this kind of happening. I even reported on this yesterday, but more people are talking about it today. AMD has committed$10 billion to Taiwan's AI chip ecosystem. Their share has doubled. That to me is particularly interesting because we see a lot of investments coming out of Taiwan. TSMC, you know, building fabs in Arizona is are kind of worried about the geopolitics of China.

15:33But it seems like AMD is doubling down, building and investing more there. And if you look at the poly markets, we have like a very small percentage, less than 10 percent of people are betting that China is going to invade Taiwan this year. So it seems like we might be pretty good, even though Xi Jinping in a recent in recent speech said that the China relationship with Taiwan and America's relationship with Taiwan could put everybody on a big collision course if we don't manage it correctly. So anyways, there's a lot of threatening and chest pounding coming on from China. OK, the path has raised 14.3 million dollars for an AI therapy app.

16:07It's been co-founded by Tony Robbins. That's probably why it was able to raise so much money and why it's been so notable. Spotify has just launched 11 Labs powered audiobook creation tools for self-publishers. It's interesting because you could just go and do that directly on 11 Labs yourself, upload it to something like Audible, and then it would be on Spotify or other platforms. So it's interesting that Spotify is kind of building their own thing and integrating directly with 11 Labs. If you want to get a free newsletter summarizing all of these stories and more into your inbox every single day, go to AIChatDaily.com.

16:37That's kind of my website that is built alongside this. I actually publish deep dive articles on every topic I cover here, including some of the snippets I talk about at the end. If you want to get the deep dive article on all the information, you can go to AI chat daily.com. And you also, if you click the big subscribe in the top right hand corner, can go to the newsletter page of that site. Subscribe. And for free, I will send you a newsletter every single day, breaking down all of the top stories in AI in quick bite size format. So you can get all of the information really quickly to step to date with everything happening in AI.

17:05I'll leave a link in the description to AI chat daily.com. if you want to get access to that and all the articles for everything we talked about on the show today. Thank you so much for tuning in. Leave a rating and review if you enjoyed the show. I hope you all have a fantastic rest of your day.