Alex Wagner

So they've been making the models more efficient, but it hasn't been the only way they can do things. And so therefore, they haven't been forced to innovate this way. I think if they had similar constraints as the DeepSea team did, they probably would have come up with it. So that's one. But the other side of it, and I think this is what they would all tell you, is that they still believe that

So they've been making the models more efficient, but it hasn't been the only way they can do things. And so therefore, they haven't been forced to innovate this way. I think if they had similar constraints as the DeepSea team did, they probably would have come up with it. So that's one. But the other side of it, and I think this is what they would all tell you, is that they still believe that

So they've been making the models more efficient, but it hasn't been the only way they can do things. And so therefore, they haven't been forced to innovate this way. I think if they had similar constraints as the DeepSea team did, they probably would have come up with it. So that's one. But the other side of it, and I think this is what they would all tell you, is that they still believe that

scaling up like Elon Musk is putting together a million GPU data center. Mark Zuckerberg says he wants to build a data center that's like the size of half of Manhattan. We already know that Altman's been out there with Trump talking about this $500 billion initiative, which might be like a fifth of the size in the end, but it's still big.

scaling up like Elon Musk is putting together a million GPU data center. Mark Zuckerberg says he wants to build a data center that's like the size of half of Manhattan. We already know that Altman's been out there with Trump talking about this $500 billion initiative, which might be like a fifth of the size in the end, but it's still big.

scaling up like Elon Musk is putting together a million GPU data center. Mark Zuckerberg says he wants to build a data center that's like the size of half of Manhattan. We already know that Altman's been out there with Trump talking about this $500 billion initiative, which might be like a fifth of the size in the end, but it's still big.

And I think there's still a lot of belief in Silicon Valley that Bigger is still better, and you can build better models if you throw all these resources toward it. The most optimistic case is that they will take the innovations that they're seeing with DeepSeek and then they will use that efficiency to make even more use out of the architecture that they have.

And I think there's still a lot of belief in Silicon Valley that Bigger is still better, and you can build better models if you throw all these resources toward it. The most optimistic case is that they will take the innovations that they're seeing with DeepSeek and then they will use that efficiency to make even more use out of the architecture that they have.

And I think there's still a lot of belief in Silicon Valley that Bigger is still better, and you can build better models if you throw all these resources toward it. The most optimistic case is that they will take the innovations that they're seeing with DeepSeek and then they will use that efficiency to make even more use out of the architecture that they have.

We'll put that in a layman's term, the chips that they have, right? And build something that's even more intelligent than what we have today and start to solve some of the next order problems that they're looking at. Building chatbots with memory, building chatbots that really understand you, that can go out in the world. and take action for you.

We'll put that in a layman's term, the chips that they have, right? And build something that's even more intelligent than what we have today and start to solve some of the next order problems that they're looking at. Building chatbots with memory, building chatbots that really understand you, that can go out in the world. and take action for you.

We'll put that in a layman's term, the chips that they have, right? And build something that's even more intelligent than what we have today and start to solve some of the next order problems that they're looking at. Building chatbots with memory, building chatbots that really understand you, that can go out in the world. and take action for you.

And then eventually maybe some that can, you know, help lead to scientific discovery, which is something they always talk about. Like we, they've been limited by the, by the hardware.

And then eventually maybe some that can, you know, help lead to scientific discovery, which is something they always talk about. Like we, they've been limited by the, by the hardware.

And then eventually maybe some that can, you know, help lead to scientific discovery, which is something they always talk about. Like we, they've been limited by the, by the hardware.

Yeah, people are mostly excited outside of, let's say, NVIDIA shareholders. The entire AI industry has been figuring out how to build better things with less resources. And this is going to give them a chance to do that. It will give them the chance basically to be able to build AI without having to rely on nuclear power plants or these massive...

Yeah, people are mostly excited outside of, let's say, NVIDIA shareholders. The entire AI industry has been figuring out how to build better things with less resources. And this is going to give them a chance to do that. It will give them the chance basically to be able to build AI without having to rely on nuclear power plants or these massive...

Yeah, people are mostly excited outside of, let's say, NVIDIA shareholders. The entire AI industry has been figuring out how to build better things with less resources. And this is going to give them a chance to do that. It will give them the chance basically to be able to build AI without having to rely on nuclear power plants or these massive...

massive data centers as much as they needed to, like in a dream scenario. So I think everybody's pretty stoked about that. They might still end up using all the power in the world to build the next iteration, but at least this iteration we know can be built with less. And Marc Andreessen is such an interesting case.

massive data centers as much as they needed to, like in a dream scenario. So I think everybody's pretty stoked about that. They might still end up using all the power in the world to build the next iteration, but at least this iteration we know can be built with less. And Marc Andreessen is such an interesting case.