compute

“If you drive down the price of the cost of compute, then the reflexivity is people will consume a lot more of it. Now, this is also known as the Jevons paradox, right? As price goes, goes down, we demand more of it. The aggregate amount of Consumed, of the com…”

“I think we're going to need way more compute than we have. I think deep seek unleashes the amount of inference we're going to need. I think deep research out of open AI unleashes that.”

“Unfortunately, it's something closer to log of intelligence equals log of compute, but we may figure out better scaling laws, and we may figure out how to beat this.”

“If the price of compute per like unit of intelligence or whatever, however you want to think about it. Fell by a factor of a hundred tomorrow, you would see usage go up by much more than a hundred. And there'd be a lot of things that people would love to do wi…”

“If we had 10 X more compute, I don't know if we'd have 10 X more revenue, but I don't think it'd be that far.”

“We've scaled our compute probably to 10 X over the past year”

“Atropic, no way did they think they were going to be anywhere close to breakeven. Right? In, in, in, in this part of the curve. And the reason, like I called it accidental profitability that, you know, people have been talking about that because they want to s…”

“If we continue this curve within like three years, you know, we're just gonna be so short on all the compute.”