Dwarkesh Patel

I've noticed that when I'm coding with agents, CodeRabbit catches a lot of mistakes that the models make by default.

For example, the models have a bad habit of using old versions of libraries.

So in one session, I watch CodeRabbit cache a call to an old model, figure out what the new version was, and then suggest that improvement.

Go to coderabbit.ai to learn more.

Stepping back, a question I have is, you know, when we were walking back and forth at the factory, one of the things we were talking about is, you know, Microsoft, you can think of it as a software business, but now it's really becoming an industrial business.

There's all this CapEx, there's all this construction.

And if you just look over the last two years,

It seems like in the short term, you have more credence on things taking a while, being more jagged.

But maybe in the long term, you think the people who talk about AGI and ASI are correct.

Sam will be right, but eventually.

And I have a broader question about what makes sense for a hyperscaler to do.

given that you have to invest massively in this thing which depreciates over five years.

So if you have 20, 40 timelines to the kind of thing that somebody like Sam anticipates in three years, what is a reasonable thing for you to do in that world?

Do you buy, so these labs are now projecting revenues of 100 billion in 27, 28,

And they're projecting revenue keeps growing at this rate of like 3x, 2x a year.

And how do you see this shaking out as you do have this network effect with conditional learning and things on the model level, maybe you have equivalent things at the hyperscaler level as well.

And do you expect that the countries will say, look, it's clearly one model or a couple of models are the best.

And so we're going to use them, but we're going to have some laws around, well, the weights have to be hosted in our country, or do you expect that there will be this push to have, it has to be a model trained in our country.

Maybe an analogy here is like people would, you know, the semiconductors is very important to the economy and people would like to have their sort of sovereign semiconductors, but like TSMC is just better.

And so semiconductors are so important to the economy that you will just go to Taiwan and buy the semiconductors.