Lex Fridman
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Appearances Over Time
Podcast Appearances
So a lot of it is about relationships and building a shared view of the future.
Yeah.
But do you worry about certain bottlenecks?
I mean, what are the biggest bottlenecks in the supply chain?
Are you worried about ASMLs, EUV tooling?
Are you worried about the packaging, co-op packaging of TSMC, about how fast it could scale?
Like you said, you're not only growing incredibly fast, you're accelerating your growth.
So it feels like everybody in the supply chain, and those are certainly bottlenecks, would have to scale up.
Are you having conversations with them?
Like, how can you scale this faster?
Interesting.
Yeah.
That's great to hear.
So maybe if we can just linger on the power for a little bit.
What are your hopes for how to solve the energy problem?
Yeah, that's not talked about enough.
So what's stopping there?
Is it regulation?
Is it...
How difficult of an engineering problem is that, the smart dynamic allocation of power in the data center?