Dwarkesh Patel
👤 PersonAppearances Over Time
Podcast Appearances
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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?