Dylan Patel

So you have to have all these things sequenced.

Given this is a game of the richest people in the world, or rather the biggest tech giants in the world, right?

It's Zuck, it's all the biggest people in the world, it's Elon, right?

Google, Larry, and Sergey's like constantly in the business now again.

There's very much a risk of OpenAI being too small to matter, which is crazy to say because they've got 800 million users, but where's the revenue, where's the compute?

They could easily get swamped in terms of how much compute they have.

If they don't move fast enough, and if they don't have the most compute,

or among the most compute, they will get beaten.

The magic of OpenAI was that they just spent way more compute on a single model run on GPT-3 and 4, and they had the foresight and the vision and the execution, but they made that bet and they were able to secure it.

And at the time, it was like, meh, right?

It was a few hundred million dollars, whatever, right?

That's a ton of money, but like...

Now it's sort of like Mark Zuckerberg sees how much compute he's going to have to get, even though he has this insane cash flow, that he's like, oh wait, I need to go sign a deal with Apollo for $30 billion on this data center in Louisiana, this mega data center I'm going to build.

And it's like, wait, why don't you just fund this with cash flows?

You have so much cash flow.

It's like, that's just the physical data center.

Now, what I'm going to put in it is like so much money.

It's the amount of capital that people are going to have and are dumping into this is insane.

Google was slow to wake up, slow to pivot their data center operations or slow to do everything.

While they could have way more compute than anyone by a humongous degree.