compute constraint

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jan 11, 2025 by Brad Gerstner · across every show →

Everything said about compute constraint, oldest first

Jan 11, 2025 neutral
Prediction Not checkable as stated
Gerstner: AI will remain compute-constrained through the end of 2025
“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.”
Brad Gerstner Jan 11, 2025 ▶ 28:15 Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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