Sholto Douglas

I don't want to do the math on exactly how much, like, we can ramp up TSMC's production and this kind of stuff.

Like, what fraction of the supply chain at the moment, we need Dylan in here for this, but, like, is currently GPU.

It's, like, relatively small.

5% or something like this, yeah.

Like, Apple has a huge fraction.

Yeah, yeah.

And, like, are the 2028 estimates including, like, that ramping up over time?

Yeah, yeah.

To what?

Like, 20, 30%?

To the extent that you don't instantly get a doubling of the world's population in 2028.

You maybe get...

you know tens of millions of geniuses in a data center um but you you don't get a doubling of the world's population yeah um and so a lot depends on like exactly how smart they are exactly how efficient the models are thinking about this kind of stuff uh these uh like let's do some rough math i guess like to factor the h100 thing um you could probably run like a hundred model do like about a thousand tokens or something like that um on h100 uh so

If, like, we're comparing that to the number of... Should we compare that number?

No, okay.

1,000 tokens a second.

Humans are what?

How fast can a human talk?

Did you see this paper?

Then it's like an H100 is 100 humans a second.