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AI compute

3 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Feb 5, 2026 by Sam Altman · across every show →

Everything said about AI compute, oldest first

Feb 5, 2026
Assertion Not checkable as stated
Altman: Chips are currently AI's primary bottleneck over energy
“It goes back and forth. Right now, again, it's chips.”
Sam Altman Feb 5, 2026 ▶ 29:46 FULL INTERVIEW: Sam Altman Responds to Anthropic’s Attack Ads, Live on TBPN
Mar 30, 2026 positive
Prediction Held up
Kim: Elon Musk will pitch space-based GPU satellites for SpaceX IPO
“I think Elon's pitch with the SpaceX IPO, and we'll see it in the coming months, is the AI compute, it's gonna be so, there's gonna be so much demand over the next five, 10 years, that you're gonna have to use these SpaceX satellites that have GPUs in them. To…”
Tae Kim Mar 30, 2026 ▶ 19:00 FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race
May 29, 2026 bullish
Assertion Not checkable as stated
Gerstner: Zero dark GPUs or unused compute tokens exist globally today
“There's not a dark GPU in the world today. ... There's not a dark token in the world today.”
Brad Gerstner May 29, 2026 ▶ 19:35 Where Brad Gerstner Is Investing Billions
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