Alex Kantrowitz

speaker

843 appearances 1 recordings 1 series first heard Jul 2026 last heard 31 Jul

Alex Kantrowitz’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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The Compound and Friends · Why Demand for Compute Is About to Explode With Alex Kantrowitz · 31 Jul 2026 podcast

We have space for it.

And it goes back to our discussion earlier where if the premium for each model is actually going to go lower because there's like instead of maybe two, there's five or six, and you might want to route to different models for different purposes.

or different costs than if you just have most of the world's compute to license, you're in a good position.

I don't know anymore.

Is that bullish or bearish?

Yeah, well, I guess Amazon's done that before.

So this is maybe par for the course for them.

They can't not do this.

Oh, you're looking at 82% growth from Google and 43% growth from Microsoft.

Even if you have a much higher base, you cannot afford to sit still at 17, 18%.

That's a good question.

I mean, I don't know.

Is it just a question of scale?

Well, isn't it because Oracle is just so wholly dependent on OpenAI and people are worried if OpenAI is going to make good on its commitments?

Whereas if you're Amazon and you're- I don't know.

Is that the reason?

That's what I believe.

Okay.

So if you're Amazon, I mean, not wholly dependent, but largely dependent on OpenAI-

If you're Amazon and you say, well, we're going to build the compute, everybody can bring their models.

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