Are we already in the Singularity? | E24

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Today’s show:

On a podcast this week, Sam Altman made a bold declaration: “We are now, like, in the singularity.” A bold claim which Alex puts bluntly to this week’s panel. Grant Lee of Gamma and Philip Johnston of Starcloud sound off… Is this actually the Singularity, and if so, why do things still feel so normal?

Plus the panel and guest host Alex Wilhelm discuss the infrastructure and economics that will make singularity-scale AI buildout possible… NVIDIA’s strongly worded letter about open-weight models… Moonshot’s new Kimi K3 twist on open-source licenses… Stripe’s reported $10B run at OpenRouter… and more.

Guests

Grant Lee on X: https://x.com/thisisgrantlee

Gamma: https://gamma.app/

Philip Johnston on X: https://x.com/PhilipJohnston

Starcloud: https://www.starcloud.com/

Relevant Links

TechCrunch: Gamma hits $110M ARR: https://techcrunch.com/2025/11/10/ai-powerpoint-killer-gamma-hits-2-1b-valuation-100m-arr-founder-says/

Nvidia: How Starcloud is Bringing Data Centers to Space: https://blogs.nvidia.com/blog/starcloud/

Open Weights and American AI Leadership letter: https://www.microsoft.com/en-us/corporate-responsibility/wp-content/uploads/2026/07/open-weight-models-letter-1.pdf

CNBC on Nvidia-OpenAI infrastructure plans: https://www.cnbc.com/2026/07/27/nvidia-and-openai-in-talks-for-up-to-250-billion-dollar-ai-backstop.html

Kimi K3: https://www.kimi.com/en

Crusoe announces strategic Starcloud partnership: https://www.crusoe.ai/resources/newsroom/crusoe-to-become-first-cloud-operator-in-space-through-partnership-with-starcloud

Andrej Karpathy on YouTube: “Let’s Build GPT”: https://www.youtube.com/watch?v=kCc8FmEb1nY

Demis Hassabis Starcloud post on X: https://x.com/demishassabis/status/1999296127276126417

RAISE Summit: https://www.raisesummit.com/

Lilian Weng exits Thinking Machines post: https://x.com/lilianweng/status/2081816923088814421

Baseten: https://www.baseten.co/

Fireworks AI: https://fireworks.ai/

Legora: https://legora.com/

OpenEvidence: https://www.openevidence.com/

Yahoo: Stripe in talks to acquire OpenRouter: https://finance.yahoo.com/technology/ai/articles/stripe-talks-acquire-openrouter-potential-215104525.html

Sam Altman on the Relentless podcast: https://www.youtube.com/watch?v=Vv3CEAS_w34

TechCrunch: Cursor India-only pricing tier: https://techcrunch.com/2026/07/27/cursor-makes-its-biggest-india-push-yet-ahead-of-spacex-acquisition-with-localized-pricing/

Gergely Orosz: The Pragmatic Engineer: https://www.pragmaticengineer.com/

Timestamps:

0:00 Guest intros: Grant Lee (Gamma) and Philip Johnston (Starcloud)

1:22 Nvidia's open weight letter

8:11 Starcloud's first H100 in space

19:47 Series A extension economics

20:39 How Gamma stayed lean and balanced work and fun

30:40 Betting on a compute-constrained world

35:48 Different approaches to pricing

44:59 Where does the AI moat really live?

57:41 Are we in the Singularity?

1:04:42 Starcloud's mission to Alpha Centauri

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