compute

“It's mostly compute. Talent, talent matters and data matters. The vast majority of the expense here is on compute to train the models.”

“Everyone is trying to figure out how they can spend more and more of their compute on reinforcement learning, because I think everyone has this intuition that the more RL you add, the more sophisticated you're going to be able to make these things, and a lot o…”

“I think compute will be less of a bottleneck than energy.”

“Maybe it doesn't work perfectly right now, but it's like, there's nothing that is, is stopping it from working perfectly in a world of more compute, And just more breakthroughs on, on, on the on the models themselves, and that is kind of where we're at right n…”

“And the equation goes from, okay, I got to call the HR team. I've got to make sure we have budget. We have to go hire a lot of people to now it's like, well, do you want like a hundred leads or a thousand leads or 10,000 leads? Not, and that's not going to be …”

“I honestly think right now at where we are in AI development today We are more bottlenecked by data than we are compute.”

“More importantly, I think the future economy, once we do have these AI workers will be denominated in compute, right? Cause if computer's labor, right now, if you just think about like GDP per capita, because the individual worker is such an important componen…”

“From a year ago to now, we probably about tripled our compute. We'll triple our compute again next year, hopefully again after that. Revenue grows even a little bit faster than that, but it does roughly track our compute fleet.”

“We have never yet found a situation where we can't really well monetize all the compute we have. If we had, I think if we had, you know, double the compute, we'd be at double the revenue right now.”

“You can allocate your compute, and I think it actually kind of, like, exemplifies that lack of focus, because if you want to solve drug development and make that a big core part of the business, focus on that. If you want to focus on enterprise, focus on that.”

“And when we look at the compute we have, we are not even gonna have enough compute to fund those two things.”

“I think that what we have seen is that for other players, that they kind of realized that probably late last year and started scrambling to see what compute is available, and there really wasn't any”

“Six months from now, I think that everyone will feel it. And I think that we will all feel the pain of there's an awesome model. And there's just no availability because there's not enough compute.”

“And I think that we will see even this year, how everyone who is participating is going to be compute strapped.”

“I think a lazy argument that, that, yeah, a lazy argument that buying TBPN is a side quest, which it invariably is, but I think it misunderstands this no side quest directive, which was all about compute. You don't want to waste compute on SideQuest.”

“We rent, build, buy, compute, and we resell it with some positive margin, and as long as it's, you know, positive operating margin, and as long as there's scalable demand for intelligence, which I think is true as long as there's problems to solve, like, no on…”

“Still not enough. We're gonna feel the scarcity. We're gonna feel it. We're feeling it already. You can sense it right now on people who are trying to use these agents and just simply cannot, you know, hitting the rate limits. So we're working on behalf of our…”

“The number probably goes up if demand's going up, right? Just natural, basic macroeconomics. So if that happens, we're gonna find ourselves in a position where you might be saying, oh, I could replace That person with some level of agentics, but you know, it's…”

“And sooner or later, I expect the cost of money, what I'm going to spending on tokens is going to be way north of what I'm spending on compute someday.”

“I do think there's a bit of an attractor state where just like from a business model perspective, every provider sells out all their compute. I think that is just like the world that we're heading towards, where there just is not going to be enough compute to …”

“I do think there's a bit of an attractor state where just like from a business model perspective, every provider sells out all their compute. Right. I think that is just like the world that we're heading towards, where there just is not going to be enough comp…”

“Because when you think about a data center, the power consumption, it's roughly 60% of the power is being used to compute and 40% is being used to cool.”

“I mean, this is, like, getting used today. Like, there's high demand for it, so when you see people, like, make these bets on compute, like, Meta or SpaceX AI, and they're off on the timing, right, or maybe off Totally. If depending on your opinion, they can t…”

“Turns out there is like some big hobbling that we have unwittingly, like some, something we were doing wrong that just made these systems way less efficient than they could be. And when somebody figures out how to remove that, like maybe the current Compute is…”