AI infrastructure

“If you're an incumbent and you already have the infrastructure for AI, the talent for AI, you're already have a leg up in this race and you should be using that. Incumbents have existing market share. They have already an existing customer base and that custom…”

“So in that sense, AI infrastructure may be well suited for companies that can invest billions of dollars ahead of time in building big data centers. The applications on the other hand, I think that sort of rapid feedback loop and kind of creativity is really w…”

“I think that the models themselves there's so much competition there that I don't know if, I don't know how much value accrues at literally the model itself, but the everything above the model and everything below the model, I feel very confident there will be…”

“That power will become a hard bottleneck in three to four years.”

“Latency reasoning. Definitely. This year. So, you know, as I was saying, like, the shift from throughput, so how speed my answers to how long it takes for my answer complete to appear. That is probably one of the fundamental, like this year, right?”

“I think investing in AI infrastructure today is like investing in websites in 1997.”

“I think if you look to a finance and economics lens, at some point in the next two, three years, the scale of the ambitions becomes too hard to fund, and you can find evidence of that, right?”

“I really do think we are not, I can see it myself. We're not remotely servicing the demand that exists today. Right? So how it gets paid for is a different question, but I think this is so different than the prior waves, where we just can't even service this d…”

“Everyone is pitching this AI infrastructure nonsense. Like we're building agent observability, like the jargon levels. I'm British. I think that's all BS. Like they just add on the jargon.”

“No, I don't believe it's a bubble. I mean, Define the bubble. Do I believe that we will need tens or hundreds times more to build? I fairly believe.”

“Maybe there's like some short term blips, but like long term, absolutely not. Like not even close. I think there might be similar corrections to like this thing at Uber, Where, oh, we were going a little haywire. We weren't allocating it appropriately. And the…”

“Anything going at that speed, will it have bumps along the road? Will it have pauses along the way? Most probably, yes. You know, we don't know of anything else in human history of this scale and this magnitude, but it is the trajectory. Is the normal course a…”

“Zooming out a million miles, you know, my mental model is, I divide the AI world up into three buckets. It's the making AI, the infrastructure layer, right? And you're right, the spend there is eight, nine hundred billion dollars a year. Then there's the two f…”