compute

“We're about to go through this generational shift in power, infra, defense spend in Europe, it's been completely underspent and is needed globally. Everybody needs more compute. I don't think there's a debate on that.”

“There is some chance in my brain, and I haven't Fully thought through all the implications of this, that some of the revenue growth is, is resale of compute. And so many of the players in the market are reselling a wrapper on top of a foundation model on top o…”

“In fact, it's the base of everything, so you want to keep having gains, because any gains on pre-training, right, i.e. The model learns a little faster, or the model's a little bit smaller for the same quality, feeds into the next stage, which is this whole po…”

“So the answer is, you know, we're constrained kind of across those use cases internally today.”

“We, You know, run workloads on one day in the morning on a chip for inference, and in the afternoon or evening we use it for model development.”

“If you buy too much compute, you go out of business. If you buy too little compute, you can't serve your customers and you're not at the frontier.”

“There's a level of compute for model development that we will not go below, right? So even if it means it's harder to serve customers, or we have to do kind of unnatural things when it comes to that, we want to continue to make that long-term investment in dev…”

“I would say I spend 30 or 40% of my time on compute even today.”

“Maybe a true statement is that if anthropic had all the compute, they'd probably be doing Well north of a hundred billion dollars today. Maybe a 150.”

“Our work suggests that 26, 27 natural gas is, is appropriately supplied. But as we get into 28, and you plug in this compute, and you assign gas to very specific assets as they're plugged in as well, and you continue to export LNG as we're planning to do with …”

“Compute, man. Let's imagine that we could build this product. This product that could just do exactly what I said for all your stuff.”

“We did under do it.”

“Our biggest de-risks now for upcoming runs are as big as like the entire compute run from 18 months ago or something.”

“Essentially, you have the contracted base of installed compute trading at a massive discount to the current spot market. And as those contracts roll off, and Compute gets repriced higher, and Spock can decline, and Compute will still get repriced higher. You k…”

“Anthropic, if they had been as aggressive on compute as OpenAI had been, they would have run away with it.”

“If energy is what you need for compute and is the bottleneck, And there's unlimited demand for intelligence. Then it stands to reason that if we have a lot less energy, then we will have a lot less intelligence or a lot less tokens or a lot more expensive toke…”

“So, today when we say there's not enough compute, it's not like all the money that the companies are putting in today manifests in compute tomorrow. No, it all manifests in compute in twenty-twenty-eight and twenty-twenty-nine.”

“TSMC, Decreased their rate of growth in twenty-twenty-three and twenty-twenty-four and twenty-twenty-five. So, like, we're, our shortage of compute is going to get worse in the next few years.”