Lex Fridman

Now that it's clear that agents will be everywhere.

So it's obviously we're going to need compute.

So what is going to be the blocker for that scaling?

So power, that's an interesting one.

So the way to try to get around the power blocker is to try to, with the tokens per second per watt, try to make it more and more efficient.

Of course, there's the question of how do we get more power?

We should also get more power.

That's a really complicated one.

You've talked about small module nuclear power plants.

There's all kinds of ideas for energy.

How much does it keep you up at night?

the bottlenecks in the supply chain of AI, like ASML with EUV lithography machines, GSMC with advanced packaging, like COOS, and SK Hynix with high bandwidth memory.

So you're not just manifesting the future and maybe inspiring NVIDIA, the different engineers of the company, you're manifesting the supply chain of the future.

So you're having conversations with TSMC, with ASML.

Upstream, downstream.

So that's the thing.

Yeah, the whole thing.

I mean, but that's so... There's so much incredibly difficult engineering that happens in the entire semiconductor industry.

And it just feels scary how intricate the supply chain is, how many components there are.

So it's interesting that you don't list that as the thing that keeps you up at night in the list of blockers.