physical compute
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Aug 6, 2026 by Elad Gil · across every show →
Everything said about physical compute, oldest first
Aug 6, 2026 neutral
Gil: Physical compute constraints enforce an oligopoly among leading AI labs
“Yeah, I mean, the physical compute basically reinforces an oligopoly market because what it does is it creates a ceiling On the rate of progress any single lab can get, if effectively you assume the compute is roughly pro rata across the ecosystem to the big l…”