AI Demand
topic on 3 shows · 5 statements across 5 episodes
5 statements about AI Demand, every show
Horowitz: AI compute demand will not decline until humanity lacks problems
“Any problem that you have can be solved with enough infrastructure and money. And so until we run out of problems, we're not going to run out of demand.”
Dreyfus: US power markets will remain incredibly tight without AI
“We do not need AI demand to keep the power markets incredibly tight for the next 20 years. AI demand just turbocharges That's all it does, and it creates shortages, so just remember that.”
Dreyfus: Standard electrification will trigger US power shortfalls without AI
“Now, if we simply just want to achieve our objectives to re-industrialize, re-shore, electrify, when I say electrify, that just means replacing your old gas boilers in these buildings with heat pumps, which every commercial building is doing. It means, you kno…”
Horowitz: AI will not face a demand problem in five years
“We don't have a demand problem right now, and like, the idea that we're gonna have a demand problem five years from now, to me, seems quite absurd.”
O'Driscoll: 33% chance AI demand slows and multiples compress within 24 months
“I can contemplate at least a one in three chance that sometime in the next 12, maybe 24 months, that demand slows down just enough that people penciling stuff out to the sky suddenly realize maybe it will taper down. And at that point, a lot of these multiples…”