Sarah Fryer
speaker
44 appearances
6 recordings
2 series
first heard Sep 2025
last heard 2 Jun
Sarah Fryer’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 5 in all, peaking in Jan 2026 with 4.
Appearances
We weren't sure how to start this off, but I thought the best thing was to allow our erstwhile crypto czar to maybe save comments.
Sorry, Sarah, was that point in fundraising, is that the biggest private or public up until the SpaceX IPO?
You said something very influential.
I think it was about 18 months ago for a lot of us in the industry where you framed a very simple economic trade-off, which was gigawatts to cash.
And I think you said one gigawatt is roughly equivalent to about $10 billion a year of revenue to open AI.
So comment number one was this one gigawatt equals $10 billion a year of revenue for you.
But it's not just you, because you can probably extrapolate that to Anthropic and other folks, Gemini.
But then you were really at the forefront of getting access to power and data centers and powered land.
It seemed a little crazy, but now it looks like, hold on, there's a huge deficit of supply.
Can you just unpack all of that and explain both the spectrum of where we are and then those specific economics and if that's changed?
Okay, talk about that in just like,
Without specific names, where you know the landscape exists today in terms of all the power that's available and all the demand that exists across everybody, what's going to happen over the next year just at the current course and speed of what is available?
Of the data centers that's available, of the tokens that's available, of the infrastructure that's available?
For everybody, because I told this story last week, but I'll use anthropic, and one of the frustrating things is at some point it just says, 10.30, it's like, all right, Chamath, see you at 2.30.
And that's not a viable experience.
I think that in five years from now, the stack is just merged together.
What do I mean?
In traditional or historical markets, you'd have Nvidia sell the chips, but that's all they do.
And then you'd have Microsoft just run a cloud.
That's all they would do.
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