Openai's project Stargate causes the reaction from Meta CEO Microsoft

“I know it's good for my $ 80 billion.”

One liner rarely captures the moment of that moment. There is Microsoft CEO here Satya Nadera He says that Stargate, a hundreds of billions of AI infrastructure projects, which seems to have been promoted by his Marquis investment, Openai, is “not detailed.”

Nadella says that Stargate's ambiguous details have not been read. Microsoft is mentioned in Stargate's press release because the Openai model is exclusively for Azure. However, the most impressive aspect of Star Gate is not that there is no money yet. It means that Openai's biggest supporters have decided not to participate. Sam Altman It is called “the most important project of this era.” As Nadella revealed on CNBC this week, he is running his own $ 80 billion AI infrastructure bilded out, and Openai will bless additional computing elsewhere.

I received a small headline this week, but I found Nadella's response. Elon Mask It is further illuminated by X. In his reaction to the mask saying, “On the other hand, Satiya has money,” Nadera answered: “This money is not to be pair of all, but useful in the real world. Is to build!

The post can only be interpreted as an excavation at Altman. Nadera may have provided the open -raids to Stargate. He didn't. What does he know that our rest doesn't do so?

The flashy Stargate announced at the White House certainly achieved that goal. The generated heading was prompted Mark Zuckerberg To confirm that everyone knows and has finished the week His The data center is equal big From Star Gate.

On Friday posts on the Facebook page, Zuckerberg stated that the 2GW data center planned by Meta in Louisiana was “very large, so it will cover most of the Manhattan.” 。

From his post (my emphasis has been added): “We brought 1 GW computing online in 25 years and ended over 1.3 million GPUs. This year, Capex is 60-6.5 billion dollars. At the same time as investing, the AI ​​team will be greatly expanded. We have the capital To continue investing in the next few years. “

I have no doubt for Altoman, Masayoshi's sonand Rally Ellison For Compute, you can procure the billions you need to reduce Openai's dependence on Microsoft. (Because the US government does not give money to the Star Gate, the optical system that announces it with Trump becomes even more strange.) Eventually, all the themes come to define 2025. It is shown. We will continue to spend as an existing technology of the future and hell to prevent Openai from completely escaping.

There were few companies that were excellent in 2024 as Reddit. Since its release in March last year, the company's shares have soared by 300 %, giving social networks $ 32 billion.

This was from the place from the place before the Reddit was released, and was furious at the change in the platform that the moderator was in a hurry, and the company that sold data to Google and Openai. 。

These controversies seem to be in the back mirror now, but Reddit keeps user -based growth and profitability, focusing on using AI to make people search more easily. Is hitting. I caught up with CEO Steve Huffman A few weeks ago, he was listening to his priority in 2025, how he is leading Reddit, discussions on AI scaling, content modeling …

The next interview is edited for length and clarity.

Your IPO has worked very well. What was it personally for you for the past nine months?

There is a saying that good numbers have good meetings in Reddit. So we had some good meetings.

The preparation for publishing was intense. It tells the story over and over again, but I enjoy it, which is a lot of job. We are already in the public company's rhythm, rather than most new companies. The quarter will be closed, audited, and the Board of Directors, Profit, etc. will be performed. Therefore, it was not a major change from the operation perspective.

It's a really exciting time for new investors and employees. You do not catch what we are complaining. What I tell the company is that everyone should be very proud of the work he has done, and do not think these moments are commonplace. I talk to them, see and enjoy the scenery. Looking at our history, there are many ups and downs. There is no doubt that our future has a challenge.

Are you thinking about making a swing that you didn't think could be made a year ago with the current market capitalization?

There are two classes we do. One is to execute a core strategy. We have to hire. We need to build. We think it is very reasonable in terms of investment. The strategy of one sentence for us is to grow the product and maintain profitability.

What can you do with a high stock price? Maybe you can see M & A that you don't think. The acquisition in the past two years was these 25 to 50 million dollars, so I don't think it is our orientation so far. It is a kind of sweet spot for us to gain technology and team. We always look at the market, but we like core strategies, so we don't pursue big or madness now. I think you can do it within the current function.

What is the focus of the main products of Reddit this year?

The first is the core of Reddit, a community conversation. Everyone has a house in Reddit, do you see the house in your first session? Our work is the information source as Reddit, which is Reddit. Reddit has all this incredible information. Is it possible to give the answer if you have a question that needs an answer? I tested Reddit's answer. I think it is really useful for searching about the current event. One year later, it is a monetary product. This is one of the few products that damages itching, so it's a big focus.

What do you do with this debate whether the AI ​​industry has lost data?

I think we have a different answer to that question every month. We want to have a good relationship with others in this field. We are open for business.

At the same time, we want to maximize the values ​​obtained from our data. At this point, we have not experienced conflict between them. I love you [data licensing] The relationship we have -The main ones are Google and Openai. At this point, there is no need to create a specific partnership. I think it's good to have everything, but there's nothing to exist.

One of the tasks is that you do not know which AI company is building which product. That's not a bad thing. They repeat themselves. Chatgpt itself, the central product of this conversation, was a demonstration. A year later, it is the most important enterprise technology on earth with suspicious economics. It makes it very exciting. None of these companies are angry to hear it.

You were one of the first social media CEOs I thought I was very critical of Tactoku. How does the US ban affect Reddit?

If you look at Reddit traffic graphs in the past 19 years, the rise and descent of a specific platform will not be displayed. I think all content types should work on Reddit. Reddit's video is mainly a camera out (what I see), or who am I? It is a social media. I think the prohibition is correct because I honestly said that it had nothing to do with competition.

With the modification of meta, it seems that more broader conversations on social media are now changing.

For the past decade, people have talked about whether speech is a problem. This is a crazy idea. You cannot have freedom without a speech. I think that the US core value is doubtful and bypassed by relation.

Are people politics? Of course, people are always so. For moderation topics, we always try to do things in the right way. It's not a coincidence, but it matches the values ​​in the United States. It is a democratic platform. We very much believe in the power of people, the wisdom of the crowd and voting processes. It is Reddit. So I'm glad to see the return to the place where we had most of my life. This is thanks to freedom of speech.

• Competitive companies attack Tactoku: Since Tiktok has no technical restrictions on US app store and its app -in -functionality, everyone is doing their best to take advantage of the situation. Meta is trying to announce the cap -cut competitors in advance and invite the creators in cash. Substack, Bluesky, and X are all moving to promote more video consumption. Meanwhile, President Trump says he is okay Elon Mask or Rally Ellison Buy it. Bytedance says that it wants to do business, but it seems to be more and more back. Ellison may have a guarantee that Oracle will not be eliminated by the current violation of the law, but Apple and Google have indicated that they will follow the laws of the law. Since Tiktok cannot be downloaded in the United States yet, the threats of competition for META and YouTube are declining every day.
• Trump works for big technology: Why is Zuckerberg and other CEOs bending their knees? It is farther than the comments that the president made in the World Economic Forum this week. So he destroyed the EU's digital market and service as a “tax”. This kind of pushback is exactly what meta and other US companies have prayed. Make sure it works for them.
• Other headings: Openai has released an AI agent called an “operator” for a proteia sub -scriver … “The user has stagnated, the profit is not impressive, and we are hardly broken,” said the mask.… Google has a more $ 1 billion in Google Cloud via a part of the humanity of the Vive team of HTC to strengthen the Android XR initiatives (yes, prepare for the return of glass) … Epic Games provided the latest information on pushing to compete with Roblox … Meta invested in a rare investment in DataBricks.

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• Dancipper Practical experience using Openai operator agents.
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• The rise of MAGA-BRO podcast.

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