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Chamath Palihapitiya

๐Ÿ‘ค Speaker
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28090 total appearances
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Appearances Over Time

Podcast Appearances

All-In with Chamath, Jason, Sacks & Friedberg
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

And that's your big partner, Microsoft.

All-In with Chamath, Jason, Sacks & Friedberg
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

And when you do these build-outs,

All-In with Chamath, Jason, Sacks & Friedberg
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

The big conversation today is no longer the number of GPUs putting in, it's just power.

All-In with Chamath, Jason, Sacks & Friedberg
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

Power is the constraint today, yeah?

All-In with Chamath, Jason, Sacks & Friedberg
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

And time to compute means tradespeople coming to West Texas

All-In with Chamath, Jason, Sacks & Friedberg
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

living in a trailer that you set up to then break ground on a data center, build foundations, build water cooling systems like this is hard manual labor going on.

All-In with Chamath, Jason, Sacks & Friedberg
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

And you get to spend time there.

All-In with Chamath, Jason, Sacks & Friedberg
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

What's it like when you set up a town or you bring 1,000 people or 2,000 people to what's a pretty much remote small town?

All-In with Chamath, Jason, Sacks & Friedberg
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

I'm assuming that when you bring 1,000, there might only be 500 living there right now.

All-In with Chamath, Jason, Sacks & Friedberg
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

So what are those towns like?

All-In with Chamath, Jason, Sacks & Friedberg
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

It sounds to me like something out of the gold mining era when people first went and were prospectors.

All-In with Chamath, Jason, Sacks & Friedberg
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

That's very thoughtful.

All-In with Chamath, Jason, Sacks & Friedberg
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

Yeah.

All-In with Chamath, Jason, Sacks & Friedberg
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

And these folks are coming, say an electrician or a construction worker.

All-In with Chamath, Jason, Sacks & Friedberg
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

They're coming having built houses or, you know, maybe building corporate offices.

All-In with Chamath, Jason, Sacks & Friedberg
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

And now they come for a tour of duty here and the salaries go up massively.

All-In with Chamath, Jason, Sacks & Friedberg
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

But they got to leave their family for a three month tour or something.

All-In with Chamath, Jason, Sacks & Friedberg
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

Has that workforce now been completely depleted and we need to train another generation, a younger generation to be generation two belt and really embrace the trades?

All-In with Chamath, Jason, Sacks & Friedberg
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

And you go to a trade school, you go to a college, people are getting degrees in philosophy and English literature.

All-In with Chamath, Jason, Sacks & Friedberg
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

They're going 50K a year in debt, 200K a year in debt.