AI compute scaling
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Aug 25, 2026 by Martin Casado · across every show →
Everything said about AI compute scaling, oldest first
Aug 25, 2026 bullish
Casado: AI converts complex scientific exploration into pure capital problems
“No, you're building the machinery. I'm saying in this case, if you're like, I want to exhaustively explore every protein combination. Right. We can just turn that into a money problem. Yeah, yeah. It's kind of very strange.”