Mercor

How to Build Your Own Data Center & Why Every Startup Should Do It

Sep 5, 2026 · 1:04:40

Cliff Weitzman, co-founder and CEO of Speechify, tells Harry Stebbings that owning NVIDIA GPUs beats renting because renting costs 1.5x the purchase price yearly, so Speechify pays $100,000 per GPU to get Rubins and B300s early. He covers inference versus training workloads, liquid-cooling and insurance logistics, and NVIDIA's 25% buyback underwriting with Blackstone, BlackRock, Apollo and Goldman Sachs. Weitzman admits his biggest mistake was staying B2C as ElevenLabs leapfrogged Speechify through B2B APIs, and defends entering B2B against ElevenLabs and Bret Taylor's Sierra. He also argues founders should hire math olympiads over coders, details agent orchestration with Claude Code and Cursor, and explains how GPU clusters help him sequence genomes to cure his brother's orphan disease.

Anthropic's $30T Assumption & OpenAI Confirms IPO | Why Customer Service & Robotics are Overinflated

Aug 27, 2026 · 1:26:44

Jason Lemkin, Rory O’Driscoll and Harry Stebbings say the AI boom now depends on Nvidia and hyperscalers financing frontier models, as shown by Nvidia's $6B Poolside purchase and $1B at a $12B pre-money valuation. They dissect OpenAI's promised 2027 IPO, arguing it has no choice as Anthropic outraces it and 'it's all about code'; they call Anthropic's $30T TAM claim delusional and OpenAI's $200 plan a losing consumer business. Also covered: Mercor's $20B round, Hugging Face's $13B sale risk, Citadel unwinding 80% of Leopold's fund, Stripe's 41% growth, agents' data leaks, and why customer support, humanoid robotics and AI services are the dumbest categories. Their verdict: we're less than a third of the way through the cycle and addicted to tokens.