“If we continue this curve within like three years, you know, we're just gonna be so short on all the compute.”
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Tang: AI monetization per gigawatt rose from $20B to $30B–$40B
“When the monetization per gigawatt is actually increasing from, you know, call it, like, 20, twenty billion in the best, best of cases for, at the beginning of the year, To now, like, 30 to even pushing 40.”
Clark TangJun 11, 2026▶ 1:09:01The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
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