Amin Vahdat

5 statements across 1 episodes · 2 bullish · 1 bearish · 1 people on the record · first statement Oct 29, 2025 by Amin Vahdat · across every show →

On the record as a speaker too: Amin Vahdat's record, appearances and statements → this page counts the times other people say the name.

Everything said about Amin Vahdat, oldest first

Oct 29, 2025 neutral
Assertion Supported
Vahdat: Gigawatt-scale AI workloads create power fluctuations visible to utilities
“We've written about this power utilities notice when we're doing network communication relative to computation at the scale of 1000 of megawatts. Right, like massive demand for power, stop all of a sudden and do some network communication, and then burst back …”
Amin Vahdat Oct 29, 2025 ▶ 17:16 Building the Real-World Infrastructure for AI, with Google, Cisco & a16z
Oct 29, 2025 bullish
Prediction Not checkable as stated
Vahdat: Multimodal AI tools will become transformative productivity drivers within 12 months
“I think that what's going to happen in the next 12 months is the same thing is going to be happening with input and output of images and video to these models. And to the extent that even for images, Imagine them as productivity and educational tools, not just…”
Amin Vahdat Oct 29, 2025 ▶ 31:36 Building the Real-World Infrastructure for AI, with Google, Cisco & a16z
Oct 29, 2025 bullish
Prediction Not checkable as stated
Vahdat: AI agents executing long tasks will be transformative within 12 months
“The agents that get built on top of them, And the frameworks for making that happen are also getting scary good. So the ability to have things go quite right for quite long over the coming 12 months is gonna be transformative.”
Amin Vahdat Oct 29, 2025 ▶ 29:35 Building the Real-World Infrastructure for AI, with Google, Cisco & a16z
Oct 29, 2025 bearish
Prediction Not checkable as stated
Vahdat: AI hardware supply will lag behind demand in short term
“So one worry I have is that the supply isn't actually going to catch up to the demand as quickly as we'd all like.”
Amin Vahdat Oct 29, 2025 ▶ 5:03 Building the Real-World Infrastructure for AI, with Google, Cisco & a16z
Oct 29, 2025 neutral
Prediction Not checkable as stated
Vahdat: AI infrastructure deployment bottlenecks will persist for 3 to 5 years
“Like, in other words, literally, you all have some money, you can't spend it all as fast as you want. I think that's going to extend for three, four, five years.”
Amin Vahdat Oct 29, 2025 ▶ 5:22 Building the Real-World Infrastructure for AI, with Google, Cisco & a16z
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