Dell Technologies Inc.

Jason support ×2 ▲ on 🤖 Enterprise AI sovereignty: workloads leave frontier APIs for private stacks E296 · 2026-11-07 ▶ 1:12:48

running local models first and then falling back to them because we don't want to be throttled. We want to have unmetered intelligence.

Friedberg support ×2 ▲ on 🤖 Enterprise AI sovereignty: workloads leave frontier APIs for private stacks E295 · 2026-10-30 ▶ 15:51

I've talked a lot about moving to open source, and we have our own cluster installed with our own kind of open source now.

we preference open-source, open-weight, because it allows us to modify the weights and train them. Something which most people don't talk about is, it allows us to interrogate the chain of thought. Because, over time, what's going to happen is, all of those enterprises are going to need explainability, auditability, and verifiability.

Jason support ×1 ▲ on 🤖 Enterprise AI sovereignty: workloads leave frontier APIs for private stacks E294 · 2026-10-23 ▶ 6:39

Wow, we're back to the future. People staying at their own data centers, yeah.

Chamath support ×3 ▲ on 🤖 Enterprise AI sovereignty: workloads leave frontier APIs for private stacks E294 · 2026-10-23 ▶ 4:50

Ever since Alex Carp's commentary on CNBC about data sovereignty, buying patterns have changed. And I think people are being a lot more methodical. They are building out their own data centers or at least moving into VPCs, virtual public clouds.

Jason support ×2 ▲ on 🤖 Enterprise AI sovereignty: workloads leave frontier APIs for private stacks E293 · 2026-10-17 ▶ 1:15:46

That you own and that you have AI sovereignty, you're not educating a frontier model company.

Sacks support ×3 ▲ on 🤖 Enterprise AI sovereignty: workloads leave frontier APIs for private stacks E293 · 2026-10-17 ▶ 1:15:12

And so what you're seeing in the enterprise right now is that for a lot of enterprise workloads, you don't need a general superintelligence. You don't need a frontier model. You need a small specialist model that's been trained on your own data.

Sacks support ×1 ▲ on 🤖 Enterprise AI sovereignty: workloads leave frontier APIs for private stacks E290 · 2026-09-26 ▶ 45:21

I fully understand that the majority of tokens will go to open models or commodity intelligence.

Jason support ×2 ▲ on 🤖 Enterprise AI sovereignty: workloads leave frontier APIs for private stacks E290 · 2026-09-26 ▶ 44:31

We need people to use those models so they have sovereignty, so you're not giving your data to the frontier model so that they don't get that tip of the spear superintelligence edge, which is why people are disengaging.

Friedberg support ×3 ▲ on 🤖 Enterprise AI sovereignty: workloads leave frontier APIs for private stacks E290 · 2026-09-26 ▶ 38:08

Separately, I think most of the enterprise applications are going to be run using these open weight models.

Chamath support ×2 ▲ on 🤖 Enterprise AI sovereignty: workloads leave frontier APIs for private stacks E290 · 2026-09-26 ▶ 26:10

Now, you may choose to go down to cheaper and cheaper Anth models, so then Anth keeps the revenue, but there's also a risk that you may do what Friedberg just said and just go to an open source model and just host it yourself.

Jason support ×2 ▲ on 🤖 Enterprise AI sovereignty: workloads leave frontier APIs for private stacks E289 · 2026-09-11 ▶ 1:15:55

They're going to need to have rack servers. They're going to stack rack servers themselves.

Friedberg support ×3 ▲ on 🤖 Enterprise AI sovereignty: workloads leave frontier APIs for private stacks E289 · 2026-09-11 ▶ 1:13:17

This is why I care a lot about open source, because I don't want them having my chat logs, because they can use it for training to create an IP advantage that is now diffused to the rest of the market.

Sacks support ×2 ▲ on 🤖 Enterprise AI sovereignty: workloads leave frontier APIs for private stacks E289 · 2026-09-11 ▶ 1:10:41

I think we need much stronger data privacy laws around the data that you have with AI services.

Chamath support ×3 ▲ on 🤖 Enterprise AI sovereignty: workloads leave frontier APIs for private stacks E289 · 2026-09-11 ▶ 1:03:56

Will a handful of CIOs get very publicly flogged and fired in the next year because they accidentally didn't understand this and just did an API deal because they wanted to feel popular and leaked data into these models? Guaranteed.

Sacks support ×2 ▲ on 📈 Deconglomeration wave - activists break up conglomerates and unlock value E55 · 2021-11-13 ▶ 1:17:06

the benefits of focus are immediate, the benefits of synergy are hypothetical. ... What's going to fuel all this sort of deconglomeration is that the benefits of focus to a company are so huge that the reason why it doesn't happen is because of this instinct that all these managers have for empire building.

Chamath support ×2 ▲ on 📈 Deconglomeration wave - activists break up conglomerates and unlock value E55 · 2021-11-13 ▶ 1:16:30

My point is now we're in this cycle where these conglomerates will get ripped apart so that a brighter, fresher, and probably younger group of executive management can take a different spin on these companies and actually do some... For example, the J&J spin out is really exciting because you take med devices in pharma and you separate it from a really struggling, complicated consumer goods package business, the shampoo, the Q-tips, the Listerine, get all that off-balance sheet.

Friedberg support ×3 ▲ on 📈 Deconglomeration wave - activists break up conglomerates and unlock value E55 · 2021-11-13 ▶ 1:09:01

So the way to increase shareholder value is to actually split those businesses up. And then the investors that want to own the aviation business will pay more, and the investors that want to own the health care business will pay more. And the overall value of those two businesses goes up by having them be separate. ... They'll buy a bunch of shares, they'll instigate and say, hey, you guys should break up, the share price will go up by 20, 30%. So if you want a stock tip of the day, go find a set of conglomerates that are going to get attacked and broken up.