AI compute
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Apr 8, 2026 by Steven Sinofsky · across every show →
Everything said about AI compute, oldest first
Apr 8, 2026 bullish
Sinofsky: AI compute will soon experience a breakthrough transistor moment
“And, like, we are gonna have a transistor moment with all of this. It might just be more supply the way we think of it, But it also might be an actual algorithmic fundamental change. It could be a change in the hardware. There's a lot of stuff that can happen.…”