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compute spend

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Nov 13, 2025 by Jason Lemkin · across every show →

Everything said about compute spend, oldest first

Nov 13, 2025
Insight
Lemkin: AI Startups Must Capture Compute Spend or Replace Human Headcount
“You're either getting money from compute, right? This massive spend, or you're getting money because you're using AI to replace humans. Otherwise, you're not gonna grow.”
Jason Lemkin Nov 13, 2025 ▶ 1:07:01 Michael Burry Shorts NVIDIA and Palantir & Has Defensibility Died in a World of AI? · 20VC with Harry Stebbings
Jul 31, 2026 bullish
Disclosure
Park: Simile raised capital because scaling data and compute accelerates progress
“We were sort of at this moment where, yes, we can actually significantly raise the input, both in terms of data, compute spend. To actually meaningfully accelerate this progress, that's when we thought it actually makes sense.”
Joon Sung Park Jul 31, 2026 ▶ 46:23 The AI Company Simulating the Entire Economy | Simile Co-founder & CEO, Joon Sung Park
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