Eric Schmidt

We're building zero.

How are we going to get all that power?

This is a major, major national issue.

You can use the Arab world, which is busy building five to 10 gigawatts of data centers.

India is considering a 10-gigawatt data center.

To understand how big gigawatts are is think cities per data center.

That's how much power these things need.

And people look at it and they say,

There's lots of algorithmic improvements, and you will need less power.

There's an old rule.

I'm old enough to remember, right?

Grove giveth, gates taketh away.

OK?

The hardware just gets faster and faster.

The physicists are amazing.

Just incredible what they've been able to do.

And us software people, we just use it and use it and use it.

And when you look at planning, at least in today's algorithms, it's back and forth and try this and that, and just watch it yourself.

There are estimates, and you know this from Andreessen Horowitz's reports, it's been well studied, that there's an increase in at least a factor of 100, maybe a factor of 1,000 in computation required just to do the kind of planning.

The technology goes from essentially deep learning to reinforcement learning to something called test-time compute, where not only are you doing planning, but you're also learning while you're doing planning.