Sacks: Infrastructure constraints will slow AI economic disruption over next few years
David Sacks · Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot · Feb 28, 2026 · at 33:14
David Sacks discusses real-world scaling bottlenecks in power, land, and chip production for AI data centers.
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“And also one other constraint is going to be that at some point here, we may be token constrained, right? I mean, we may not have enough energy like we've talked about, Even though the chips are getting so much better that tokens per second, tokens per watt, and tokens per dollar are all increasing very fast, but we're still going to probably be constrained in the next couple of years on some dimension, whether it's land, power, shell, or just energy production, or maybe chip production. There are real world constraints on just how fast we can scale the infrastructure, and that will mean that these like Hyper dystopian or hyper dystopian narratives will be wrong. I don't think there's time in the next few years for the whole economy to change in the way that the extremes would present.”
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