L
Leon Coe
2
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2
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Aug 17, 2026
Silicon Valley and Oil and Gas Are Playing the Same Game
15:03
15:11

Leon CoeGUEST
So it's like the chip company, you know, doing custom chips specifically to run at the time open source models at super fast speed.

Leon CoeGUEST
And kind of my point with that is if humans can basically read at something between 40 and 70 tokens a second, what is Cerebrus doing making a thousand token a second chip, right? And the point is it unlocks agents.
17 MINS LATER
TGL 32 | AI Won't Take Your Job. Standing Still Will - Leon Coe
5:22
5:40
5:48
5:12
But there are vast opportunities that come with it, right? Maybe you could speak to some of those.

Leon CoeGUEST
I think today, OpenAI and Anthropic are both, like, trillion-dollar companies, right? So certainly some people, at the very least investors, see the value, right, that's being created, and it's a very rare, if, if seldom any company that is valued more than the value it creates for other people.

Leon CoeGUEST
So what are we actually dealing with? We're, we're dealing with multi-trillion dollar value creation, right? Because those are just the two top companies.

Leon CoeGUEST
Really, you'd have to fold in quite a bit of value from, from Google and the other major players as well.
16 MINS LATER
21:39
Is it the learning models that are gonna continue to learn s-very quickly upon themselves and write new systems and, uh, any thoughts on that?
