AI infrastructure

“All the smaller folks have to figure out which of the hyper centers they want to align with. And how do you become a modern day Singapore, Ireland, Luxembourg, et cetera, for the world of AI infrastructure. It starts with deciding whether you want to be a comp…”

“This is, like, the combination of the build-out of the internet, the space race, and the Manhattan Project all put into one, where there's a geopolitical implication of it, there's an economic implication, there's a national security implication, and then ther…”

“That is heartening to me that the supply build out will be utilized. Maybe in a more predictable way than, you know, broadband in the early internet build out days just cause it, you know, it's built on the back of the previous infrastructure stuff.”

“Because I think just the big tech companies in their latest quarter, if you run rate their capex from the latest quarter I think it's like four hundred billion dollars of annual capex. And most of that is going into AI.”

“We can't spend 10 trillion dollars a year on our AI infrastructure, because there isn't 10 trillion dollars a year there to spend on it.”

“So even if we had a perfect Oracle, once it started working, I don't think we could have built the capacity. We could have built the capacity. There's no way. And we're talking about like chip cycles, which tend to be three to four years. We're talking about b…”

“If you want to have a 10 X on those metrics, You gotta have new innovation. And new innovation traditionally comes from building founders thinking about solving the problem from first principles in a different way, right? And that's what's needed here for t…”