Patrick O'Shaughnessy

Apple used to call this like the skeuomorphic era where you just basically use the new technology to do the old thing you used to do.

So we're making engineers better.

That would be like obvious current example.

It seems like we haven't yet gotten into the world where we're going to start using this technology to do things that we couldn't do before with deterministic code.

I'm curious how you think about that side of like pushing the envelope.

Point being, it's already happening.

If it's tokens on one end, we haven't talked much about like watts at the very beginning and power.

What are your thoughts on like what is going on here and how humanity is responding to this crazy new demand for just raw power?

Because like- We need to, because we need it for something else.

If I were to line up all the stages of this between the US and China, so power, semis, models, applications, et cetera, where do you think the most interesting differences are?

What are the storylines between us and China at those various layers of the AI stack that are the most interesting to you?

Maybe Jensen was right that like what you want to own is the end customer thing.

They're doing the same thing they've done forever, which is like prepare at the base level and be behind at the customer side.

The value happens close to the customer.

Yeah.

Who is your favorite AI bear?

Like someone that is far distant from you on just their perspective on the direction of this whole thing that you nonetheless like and respect the most.

And their argument is what?

Like if you had to sum it up.

LLMs on scale or.