Andrew Feldman

And so I think he used that analogy extremely thoughtfully.

And so I think he used that analogy extremely thoughtfully.

One of the advantages that OpenAI has, and I think one of Sam's brilliances, was that he saw an exponential growth, and he saw what that would mean in a year or two to the demand for compute, and he wasn't afraid by it.

One of the advantages that OpenAI has, and I think one of Sam's brilliances, was that he saw an exponential growth, and he saw what that would mean in a year or two to the demand for compute, and he wasn't afraid by it.

He went out and took action.

He went out and took action.

And perhaps others couldn't believe it, or they were looking at the same demand, sort of steep exponential growth, and were like, well, we can't need that much.

And perhaps others couldn't believe it, or they were looking at the same demand, sort of steep exponential growth, and were like, well, we can't need that much.

You can't need tens of gigas.

You can't need tens of gigas.

My mind hurts if you do that.

My mind hurts if you do that.

Whereas what OpenAI did is they went out and they were like, we're going to contract for it here and here.

Whereas what OpenAI did is they went out and they were like, we're going to contract for it here and here.

We're going to get power.

We're going to get power.

We're going to get data centers.

We're going to get data centers.

We're going to sign up for hardware.

We're going to sign up for hardware.