00:00I have been walking around basically asking two questions to every source I can find.
00:04What does this mean for startups in a world after Jensen?
00:07And what does this mean for the Anthropic IPO that's scheduled for next week?
00:10In terms of Anthropic, what I'm hearing is it's still a go.
00:14In fact, I had somebody make the case that Anthropic is actually a beneficiary.
00:17This is its own conversation.
00:19But Anthropic and NVIDIA have sort of a long-standing beef that ties back to Jensen and Dario.
00:24The short version is that Dario is a China hawk and they have run into quite a bit of consternation
00:31around that.
00:31There is a sense that of all the companies that we're talking about in this equation,
00:35maybe no one relies on NVIDIA less than Anthropic.
00:38They are building their own chips.
00:39There actually aren't that many supply chain concerns.
00:42One investor I was talking to this morning sort of said, actually, this is great for them.
00:47They actually are more poised than ever to go public next week,
00:50which I was surprised by because the thing I have been wondering about is,
00:53does this put a damper on the whole AI boom if the face of it is gone?
00:57There are, I suppose, though, other faces.
