AI compute

“We don't, and I, you know, there's sort of an interesting phenomenon here, which is, you know, the Biden administration passed the IRA, the Inflation Reduction Act, and this was this huge stimulus bill that basically incentivized everyone to build solar and bu…”

“If there was a hundred trillion dollars of value that was created in the stock market from the introduction of the computer, or the fundamental unit of compute, I actually think a hundred trillion dollars of value will be created in the next 60 years from the …”

“In five years, I would say 95% inference, five percent training.”

“The most valuable thing in the economy is labor. And now we're going to be able to add more labor to the economy by producing more compute and better AI. That has never happened in the history of the economy before.”

“The demand for AI compute is not going to change.”

“People are going to have to control intelligence in a way that's more like how you control money and less like how you think about software licensing.”