AI industry

“I think the world is inference constrained. I think part of the reason for that is that you have new models emerging like this that are going to have machines talking to machines, lots of inference going on in the background.”

“And so I think the investments we're seeing in 20, 25 Frankly, I don't even think it's going to get us to the point where we have compute surplus. I think we're going to end this year compute constrained, and I think a lot of the frontier labs feel the same.”

“I think you are going to be chip constrained. I think you are going to be power constrained. You know, for the next several years, and I think if you're subscale, On any level, I think those players ultimately have to get folded into a much larger entity.”

“Well, first of all, the AI boom in the US has attracted more capital dollars Than I've ever seen accumulated in the history of mankind.”

“And I think circularity ultimately will be tested by demand. Because all this will work as long as there is demand for the final output of it. And up to now, that has been the case.”