compute
5 statements across 4 episodes · 3 bullish · 0 bearish · 4 people on the record · first statement Aug 27, 2025 by Apoorv Agrawal · across every show →
Everything said about compute, oldest first
Aug 27, 2025 neutral
Agrawal: Frontier AI Training Data Is Saturated, Shifting the War to Talent
“The ingredients of call it being on the frontier are compute. CapEx, we spoke about it. Data which is sort of access accessible to everybody. We are saturated on, on, on the training data that exists. Talent. This is where the war is now.”
Feb 11, 2026 positive
Woo: Controlling culture and taste wins when compute commoditizes execution
“I think it's an interesting world where if execution is commoditized to compute, then it goes back to, okay, like literally the most creative person, but also the person who can control culture and dictate taste is the one who wins.”
Jun 4, 2026 positive
Jul 24, 2026 neutral