David Sacks

Even though the chips are getting so much better that tokens per second, tokens per watt, and tokens per dollar are all increasing very fast, but we're still going to probably be constrained in the next couple of years on some dimension, whether it's land power shell or just energy production or maybe chip production.

Even though the chips are getting so much better that tokens per second, tokens per watt, and tokens per dollar are all increasing very fast, but we're still going to probably be constrained in the next couple of years on some dimension, whether it's land power shell or just energy production or maybe chip production.

There are real world constraints on just how fast we can scale the infrastructure.

There are real world constraints on just how fast we can scale the infrastructure.

And that will mean that these like

And that will mean that these like

hyper-utopian or hyper-dystopian narratives will be wrong.

hyper-utopian or hyper-dystopian narratives will be wrong.

I don't think there's time in the next few years for the whole economy to change in the way that the extremes would present.

I don't think there's time in the next few years for the whole economy to change in the way that the extremes would present.

I mean, you've got political forces that want to stop the construction of all data centers in the United States.

I mean, you've got political forces that want to stop the construction of all data centers in the United States.

Which is crazy.

Which is crazy.

So if that gains steam, then that's going to be a huge constraint on any change whatsoever.

So if that gains steam, then that's going to be a huge constraint on any change whatsoever.

Well, the president announced in the State of the Union last night that he supports a ratepayer protection pledge, which requires the major tech companies to provide for their own power needs for AI data centers so that residential consumers do not see their rates going up.

Well, the president announced in the State of the Union last night that he supports a ratepayer protection pledge, which requires the major tech companies to provide for their own power needs for AI data centers so that residential consumers do not see their rates going up.

I think this makes total sense.

I think this makes total sense.