AI chips

“Just OpenAI and Anthropic and the compute that they have and are getting this year from Google and Amazon for Anthropic and from Microsoft, CoreWeave, Oracle for OpenAI, 30% of the chips are going to them, just those two companies.”

“One third of it is like ads, right? Whether it be ByteDance or Meta or many of the other people who are doing ads.”

“The Koreans are gonna play here. For sure the Japanese are gonna play and then you know, the Chinese in a major way as well, and, you know, they have their own, you know, native chip ecosystem that they're building up, and so they're going to be many choices o…”

“And so it's just, it's like pretty likely in five years that, that, you know, AI chips will be, you know, cheap and plentiful, at least in comparison to the situation today.”