AI training
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Aug 4, 2025 by Dwarkesh Patel · across every show →
Everything said about AI training, oldest first
Aug 4, 2025 bearish
Patel: 4x annual compute scaling will hit physical limits within five years
“For maybe five more years, you could have, you could keep increasing the share of energy that we're spending on training data centers or the fraction of TSMC's leading edge nodes. Wafers that we dedicate to making AI chips, or even the fraction of GDP that we …”