AI Supply Chain
topic on 4 shows · 6 statements across 5 episodes
No Priors 
the a16z Podcast 
All-In 
20VC
6 statements about AI Supply Chain, every show
Casado: Global AI hardware supply is basically booked out through 2028
“I mean, the supply, if you look at the supply across the board, it's basically all booked out to twenty-twenty-eight.”
Helberg: Pax Silica economic security coalition now includes 14 countries
“Paxilica is an economic security coalition that now has 14 countries, and the idea is really to have an ecosystems-based approach to our supply chains, and specifically the AI supply chain.”
Helberg: US has extreme concentration risk across non-chip AI hardware inputs
“And our concentration risk as a country is incredibly high for basically all of those inputs.”
Andrew Ng: China builds a global AI user base via free models
“Open-weight models are a key part of the AI supply chain, and China releasing, you know, free low-cost or free models into that key part of supply chain means it's, Really starting to build up a lead, right, in, in build up a commanding user base”
Chamath: Energy and supply chain inputs will constrain AI growth and empower key suppliers
“I think that what you're going to see, and you're seeing it in those revenue graphs, is that there is a traffic jam that's happening in growth where it won't be the ability to actually build next-gen silicon. But it'll be the energy inputs that will constrain …”
Cahn: Big tech's supply chain influence is an underestimated AI advantage
“The big tech companies actually do a very good job of this. And I think it's another advantage they have that's underestimated is kind of convincing the supply chain to change their behavior is something that those guys have a lot of practice doing.”