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

We're about, it seems like we're about to go into this moment where if this use case takes off, where if people start to trust AI, like for instance, I have AI.

I used to check because we're trying to get a bigger apartment.

So I used to check Zillow every day.

I had my specs.

I had my safe searches.

I would check it.

Now I have chat GPT search it every 30 minutes.

And when something new hits that I want in my chat GPT, it shows up with a link to it.

Amazing.

And by the way, the next thing is- Is that even a Gentic or not yet?

That's a Gentic.

That was going to say the next thing I'm going to have it do is, you know, every time it hits this, send an email because it has access to my email.

So doing these things takes far more compute than giving an answer on Google.

And so if these use cases take off,

you are looking at a much bigger crunch for that compute than you have already.

Did we just get bullish?

But it's this back and forth because like demand goes up, then they build more.

Then they create a new algorithm that makes it, you know, one tenth of the guy.

So we'll just be in this forever.

Yeah.

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