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Archival viral clip replayed inside the Taylor segment (original air date not stated on this tape). Fuller clip: enterprise customers 'are livid... I am paying for tokens that create no value. These people are stealing the weights and the alpha of my business' (@41:05-41:13). 'over sailed' = 'oversold' garble.
“And the reason for it is because these models have been completely over, irresponsibly over sailed and the sale is it's dangerous for everyone”
Nasdaq since this was said: ▲ +3.7% · 25,508 → 26,456 · as of 2026-08-05
“Are we really going to outsource the battlefield of this country to the consensus view in Silicon Valley? That is effing insane” - on model weights and the Department of War
Nasdaq since this was said: ▲ +2.4% · 25,833 → 26,456 · as of 2026-08-05
…interview where he where he basically went after the frontier models like En thropic play the clip. Our clients are just to say they're unhappy with the frontier labs is to say I'm welcome at the Berkeley faculty. It's like there's just a level of discomfort and loss of trust. Sam and and Dario. There's nothing more fun than debating Dario and private. So it is I'm not throwing shade at them , but something has gone completely wrong. And the basic view among enterprises in this country is I'm going to chill out and waste my time with tokens. I'm going to get no value. And they're going to get my IP. When the Department of War goes to you and says, I need this application, do they get to control the weights to do it or do you get to control the weights? Are we really going to outsource the battlefield of this country to the consensus view in Silicon Valley ? That is effing insane. All right. And so some folks refer to this as a televised nervous breakdown. We here at all can call that Alex Carp on a Tuesday. And we talked about this, Chamath, Sachs, Friedberg. We talked about this a whole bunch back in February. I coined the term intelligence sovereignty here. Here's your victory fact. Do I want to give all of the secrets in…From: this video · 12 claims mined from it
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