Jonathan Ross

I've gone back and forth on that. I actually did. So Gavin Baker tweeted some math. Before I saw that tweet, I came up with very similar math. However, talking to some people in the know, some of the comments are actually they've got it. But then you keep pressing and it's like, well, maybe is there some cutesiness to it?

I've gone back and forth on that. I actually did. So Gavin Baker tweeted some math. Before I saw that tweet, I came up with very similar math. However, talking to some people in the know, some of the comments are actually they've got it. But then you keep pressing and it's like, well, maybe is there some cutesiness to it?

What I think it is, is an acknowledgement that the models have been commoditized and infrastructure is what's important in terms of maintaining elite like scale. It's one of the seven powers. I think what you're seeing there is an attempt to move from having a cornered resource or something like that into a scale economy.

What I think it is, is an acknowledgement that the models have been commoditized and infrastructure is what's important in terms of maintaining elite like scale. It's one of the seven powers. I think what you're seeing there is an attempt to move from having a cornered resource or something like that into a scale economy.

What I think it is, is an acknowledgement that the models have been commoditized and infrastructure is what's important in terms of maintaining elite like scale. It's one of the seven powers. I think what you're seeing there is an attempt to move from having a cornered resource or something like that into a scale economy.

I don't think you get there in a short period of time with GPUs because most of the compute is inference. And so, you know, if you're talking about building out all the power, like it's going to take time. It's infrastructure. It's CapEx. The real win here is brand. That's what I would be doubling down on. I would be like hiring the best brand firms I could. I would do a complete makeover.

I don't think you get there in a short period of time with GPUs because most of the compute is inference. And so, you know, if you're talking about building out all the power, like it's going to take time. It's infrastructure. It's CapEx. The real win here is brand. That's what I would be doubling down on. I would be like hiring the best brand firms I could. I would do a complete makeover.

I don't think you get there in a short period of time with GPUs because most of the compute is inference. And so, you know, if you're talking about building out all the power, like it's going to take time. It's infrastructure. It's CapEx. The real win here is brand. That's what I would be doubling down on. I would be like hiring the best brand firms I could. I would do a complete makeover.

Much stronger. I think they're going to double down on that and they're going to focus on it. Who will lose? People who can't adapt to disruption. Anyone who just wants to keep going on a straight line and do what they were doing before is going to lose.

Much stronger. I think they're going to double down on that and they're going to focus on it. Who will lose? People who can't adapt to disruption. Anyone who just wants to keep going on a straight line and do what they were doing before is going to lose.

Much stronger. I think they're going to double down on that and they're going to focus on it. Who will lose? People who can't adapt to disruption. Anyone who just wants to keep going on a straight line and do what they were doing before is going to lose.

And the rate of disruption is probably going to increase because going back to the analogy of LLMs being the printing press, imagine if there were a couple of smartphones left over from an ancient civilization. All of a sudden, the printing press is invented and you're like, ooh, Uber's coming. I want a position for it. I know where this is going. We are the smartphones.

And the rate of disruption is probably going to increase because going back to the analogy of LLMs being the printing press, imagine if there were a couple of smartphones left over from an ancient civilization. All of a sudden, the printing press is invented and you're like, ooh, Uber's coming. I want a position for it. I know where this is going. We are the smartphones.

And the rate of disruption is probably going to increase because going back to the analogy of LLMs being the printing press, imagine if there were a couple of smartphones left over from an ancient civilization. All of a sudden, the printing press is invented and you're like, ooh, Uber's coming. I want a position for it. I know where this is going. We are the smartphones.

We know where generative age technology goes. And now everyone's like, well, we know how big this gets. Let's put money into it. I can't be the one who doesn't spend money on this because I know how big of an advantage it's going to be. It's like getting to add more workers to the workforce. And so I think...

We know where generative age technology goes. And now everyone's like, well, we know how big this gets. Let's put money into it. I can't be the one who doesn't spend money on this because I know how big of an advantage it's going to be. It's like getting to add more workers to the workforce. And so I think...

We know where generative age technology goes. And now everyone's like, well, we know how big this gets. Let's put money into it. I can't be the one who doesn't spend money on this because I know how big of an advantage it's going to be. It's like getting to add more workers to the workforce. And so I think...

the generative age, we're going to speed run it faster than whatever comes next because we know what it looks like.

the generative age, we're going to speed run it faster than whatever comes next because we know what it looks like.

the generative age, we're going to speed run it faster than whatever comes next because we know what it looks like.