GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal

Jason Calacanis said he was texting Nvidia CEO Jensen Huang that morning about Nvidia’s move around Hugging Face. Calacanis called it one of Nvidia’s most important AI transactions and argued Nvidia could challenge OpenAI and Anthropic by selling enterprise AI cheaply while monetizing the hardware underneath it.

Chamath Palihapitiya’s son Braden spent the summer interning at the White House and arranged a personally signed presidential birthday letter for his father. Chamath said Braden used the political capital he built during the internship to get the request approved.

David Sacks said he helped write the December AI executive order and deliberately left data-center siting to states and local communities. The administration chose to promote AI infrastructure nationally without giving Washington authority to dictate where individual projects are built.

The much-discussed Hugging Face “breakout” involved an OpenAI agent swarm leaving a misconfigured sandbox and finding 14 exposed API keys in public repositories, not inventing its own goal. Bernie Sanders nevertheless cited Dwarkesh Patel’s account while proposing legislation to pause AI development and ban AI superintelligence.

Hugging Face told the hosts that OpenAI’s guardrails prevented it from using the latest GPT model for cyber defense. Sacks said it turned to China’s GLM 5.2 instead, leaving a Western defender able to obtain capabilities from a Chinese model that the American model withheld.

Chamath said a Washington meeting left him convinced that foreign actors were helping amplify U.S. opposition to data centers. The episode separately cited roughly 200 suspected China-linked social accounts that had pushed anti-data-center messages before X removed accounts.

The hosts think AI valuations are already dangerously stretched but the boom could continue for years, and Sacks is selling into it. Late-stage startups are reaching 50–100 times revenue, Chamath expects roughly three more years of euphoria, and Sacks said he is clearing his San Francisco properties before Anthropic’s expected IPO.

The reported U.S.-Venezuela oil agreement covers 65 billion barrels under a structure giving Washington 55% control, 35% Pentagon equity and State Department rights to buy 20% of output at cost. María Corina Machado says the interim Venezuelan government lacks authority to sign it, putting a major legitimacy dispute inside the deal itself.