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

The transformation that we're seeing is insane.

And so I think, you know, from my standpoint as a reporter and somebody that runs a podcast, the best thing that I can do with my time is try to explain what's happening.

So like that, like, did you order the code red?

Although I did ask Sam Altman that in December because OpenAI was in a code red.

That type of journalism, I think is almost, there's a place for it.

And it should be done with these tech companies.

But the place that I sit is like,

I'm seeing you do this.

I'm seeing things move this way.

Explain what's going on.

Help us understand it.

And, you know, I have a couple of charts that I put in the document beforehand.

just to talk about the pace that this stuff is moving at that I think would be worth talking about.

Which one do you want?

Do you want to do this OpenAI?

So let's do OpenAI weekly active users to start.

So the last time I was here with you guys in this room was Compound and Friends 145, which was, I think, in June 2024.

Good memory.

That long in this room.

So we've done remote, but we haven't been face-to-face since then.

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