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

And at that point, ChatGPT was less than 200 million users.

So today, 900 million announced, and according to Sensor Tower, it's more than a billion.

So we've seen that type of growth in such a short amount of time.

Let's go to the autonomous coding chart.

All right.

So in 2024, basically the amount of time that these models could code on their own was zero.

So you would tell them, go do this task.

They couldn't do it.

They'd fall on their face.

Now we're seeing them on the tests do the equivalent of 12, sometimes like 16 hours of what a human would do to code before they have to be interrupted.

So that is the type of progress we're seeing.

And the last one I'd say,

that we should look at is revenue.

So 2024, when I was here, basically zero revenue, right?

Today, they're close to, they're expected to do 80 billion this year, OpenAI and Anthropic mostly leading the way.

But it's going to be even bigger than that.

I think it would be a surprise to folks if it was less than a hundred billion.

So with this AI story, it's just like important context to keep in mind.

When people say they know what's going on, generally they're guessing because the context shifts week by week.

Absolutely.

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