Gavin Baker: Why AI Demand Is Outrunning Compute Supply

When the history of the 21st century is written, you know, there's like the Victorian age, I think this will be like the age of Ilan and Jensen, because they are fundamentally altering the fabric of human society and civilization. What happens if there's like a massive supply shortage?.

It goes beyond the title with direct discussion of like, yeah, know, including: What happens if there's like a massive supply shortage?.

1. 01Every time you've had a real profound new technology, you get a bubble because the markets get really excited, and they get ahead of themselves, things get overvalued, that overval
2. 02They discuss why AI may be a positive-sum market where frontier labs, open source, applications, clouds, and chip companies can all win, and what today's compute economics tell us
3. 03From data centers and re-industrialization to orbital compute, open source, and NVIDIA, this is a wide-ranging look at what happens if AI demand keeps outrunning supply