compute

“Everyone is throwing everything they can at compute and they're going to realize that they're going to need to rationalize those expenses at some time at some point.”

“In a world where we all have agents doing things for us all day long, it's going to be a long time before we have enough compute in the ground for that to be a really, really widespread reality.”

“I think there's a natural logarithmic function associated with the amount of compute. So then, like, say for argument's sake, like, hen x more compute will double the intelligence. Maybe that's, that might be a rough rule of thumb.”

“Computing decommoditizes its scale, right? Like, when, you know, anybody can run a GPU, but can you run a cluster that's large enough to train a model that can change the world?”

“I think if you play this out, the real problem, again, goes back to Anthropic and OpenAI. If I were them, it is a five alarm fire for them. They more than anybody else needs to get their hands on compute. They need to have LAN PowerShell, but otherwise that re…”

“OpenAI has six hundred billion dollars in spending commitments for compute.”

“I think that the price of compute is going to go up and that will provide an advantage to The models that have the most lucrative algorithms that are able to produce the most intelligence per watt or the most intelligence per token or per GPU.”

“Where does that leave frontier model companies? They're the most at risk. Why? Because they're not investment grade. They're in the worst position in terms of their balance sheets. They're not in a position to then get access to the compute. They need to be su…”