Compute Infrastructure

“China is now demonstrating that they may deflate the value of models by releasing open source AI models. And that ultimately the value may just sit with the compute infrastructure and the compute layer.”

“That paradigm does not exist in a company like a software company or a factory, right? If you can't repurpose, if you have a bunch of people doing R&D and that's your R&D expense, they can't go and become cogs, right? And vice versa in most traditional compani…”

“And many of them are running their own generators in their backyards at half capacity. And I'm going, this makes no sense. Let's all pull our generators so that a shoe factory can spike up during the day, a steel factory can spike up during the night, and then…”

“Well, obviously in the world of infrastructure, I think we need something like the grid. For, in the compute infrastructure. So that's what I've spent most of my days on, which is a coordinating mechanism for that, that allowed this, the, not the commoditizati…”

“I think what won't be democratized is access to compute, mainly because it takes a lot of money. And that really depends on which countries choose to invest early on and later on in the process.”

“When you think of an AI agent, it turns out the AI agents Is going to exponentially increase compute usage because you now are not even bound by just one human invoking a program. It's one human invoking programs that invoke lots more programs. And so that's g…”

“And the number one issue that these companies had, and I'm really not exaggerating, was we want to invest billions and billions of dollars to build compute infrastructure in the UK, and your local county councils in the middle of nowhere keep vetoing our data …”

“But I do think that we're talking trillions of dollars over the course of the next four to five years as we rebuild the world's compute infrastructure.”