Smash Notes

Back to Big Tech’s $3T AI Bet, Claude Writes 90% of Anthropic’s Code, AIs Editing AI Brains | EP #308, with Salim Ismail & Dave Blundin.

Is Apple to Blame for Rising Memory Prices?

Alexander Wissner-Gross says Apple has only itself to blame for rising memory prices. Demand is coming from superintelligent data centers, not from consumer devices, and Apple has not leaned back into superintelligence.

Peter Diamandis reports the earnings around that claim. Apple beat its revenue estimates at $114.5 billion, the stock went down 3%, and the company closed at $4.94 trillion, just above NVIDIA. John Ternus called memory pricing unprecedented and said it is eating up margins. Sam Altman treats RAM sitting idle in consumer devices as an unproductive use when the same memory runs at full utilization in a data center. Ternus should put the RAM in the devices Apple ships to full use with superintelligence, or hand that memory over for better use.

Grokipedia·Apple·Alexander Wissner-Gross

Transcript

Big Tech’s $3T AI Bet, Claude Writes 90% of Anthropic’s Code, AIs Editing AI Brains | EP #308 ·

Moonshots with Peter Diamandis

More from this episode

  1. Will Most Voters Consult AI Agents in 2028?Peter Diamandis says that by the 2028 election almost everybody will refuse to make a decision without consulting an AI agent they trust, so those agents will…
  2. How Much Have Big Tech Companies Committed to AI?Peter Diamandis says Alphabet, Meta, Microsoft, Amazon, and Oracle have disclosed more than $3 trillion in combined commitments on leases, buildings, power…
  3. Will Sovereign AI Run Governments?Alexander Wissner-Gross sees no future in which governments are not being run by sovereign AI systems.
  4. How Does Gemini 4 Carbon Compare With Opus 5.5?Alexander Wissner-Gross says Gemini 4 Carbon looks a little like Opus 5.5.
  5. Why Build a Benchmark for Superintelligence?Alexander Wissner-Gross says a benchmark is absolutely essential for steering superintelligence.
  6. Why Is GPT-5.2 So Far From GPT-6 Astra on Everyday Tasks?Alexander Wissner-Gross says GPT-5.2 sits far from a tight cluster running from GPT-5.4 to GPT-6 Astra on a price-versus-performance chart of everyday tasks.
  7. How Much Does a Top AI Model Cost Per Day?Peter Diamandis says the highest and most expensive model costs about a buck for a day of equivalent human labor.
  8. How Much of Anthropic's Code Did Claude Write?Peter Diamandis says an Anthropic SEC filing shows Claude authored 90% of September 2026 code contributions, and the share was over 90%.
  9. Can AI Already Edit Its Own Weights?Alexander Wissner-Gross is more than 90 percent confident that AI is already editing its own weights.
  10. How Did Hackers Spoil Grocery Refrigerators?Peter Diamandis says attackers got into grocery refrigerators that technicians manage online 24-7 and switched on defrost mode, spoiling food in stores across…
  11. Why Is Treating a Job as Your Purpose a Mistake?Salim Ismail says treating a job as your purpose was a basic mistake, because employment got conflated with purpose.
  12. Why Does Europe Have No Abundant Energy?Dave Blundin says China has abundant energy and Europe has none because the West decides from empathy miscalibrated by the media, while China has…
  13. Does Living Next to a Data Center Make You Rich?Salim Ismail takes up Donna Daves's question about how living next to a data center makes you rich when living next to a factory did not, and he is not even…
  14. Should Students Pursue Trade School?Peter Diamandis says students should pursue trade school.

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