AI labs

“What we realized was that there was this really large shift happening in the human data market where large AI labs are hiring thousands of people to train the next generation of LLMs. And it used to be this crowdsourcing problem that was super low skilled, rig…”

“And so when timelines extend and AGI isn't happening, you know, next year or the following year or whatever, I start to get generally a little bit worried because that's a lot of EV to kind of maintain for another half a decade or a decade, whatever it turns i…”

“You know, I think Apple, Google, like the really established brands do have the permission to sort of go higher higher abstraction. And just sort of do, like, these brand films. For the AI labs who are trying to push a particular product, it's, it feels like a…”

“And this is really, really relevant to the AI lab discussion because you can tell that even though all of the leaders of the AI lab say, I don't think about the competition. I don't talk about the competition. I'll use general terms. They're all obsessed with …”

“But they can't go so far as to say like, hey, if you put the pieces together, Then this is how it's going to play out. I think it's too sort of damaging to sort of their reputations and like, you know, their ability to fundraise and things like that.”

“These are the fastest growing technology companies in history.”

“I believe within months you're going to realize that these companies are extremely profitable.”

“Ten billion, or 10 gigawatts of powered compute which is, you know, the labs are at, like, three combined across a few of them and we've been on this three X scaling, so this is really just, like, next year's compute.”