compute

“You can't say we sh like these data centers are worthless. While also, or unnecessary, while also agreeing that AI's impact has only been felt one percent. Which I would say most people feel at this point that, that AI's only impacted our economy or society or…”

“Diminishing, they're clearly diminishing marginal returns, right? We're sort of spending 10 X on compute. We're not getting 10 X or better models, at least evidently not yet.”

“Some of the, you know, some of the losers out of this talent war are just VCs because how do you compete? How do you compete when? You know, historically you could have gone to some of these and really overpaid to invest. You could have come to them with a rid…”

“And so I think you're gonna see The chips be moved around inside of all the labs to like compute will find the most optimal output. Like the tokens of the most value will always be the ones that it flow that the compute flows to and endless random generations …”

“Look, I don't want to get sued by shareholders for whom it's not legible why I'm giving away billions of dollars of compute at cost of portfolio companies, right? Because that's what we're doing.”