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5 quotes from 2 episodes on All-In Podcast and TBPN, each with a timestamped link to the source.
Intelligence forms the largest addressable market in history, according to Brad Gerstner. Leading AI companies will scale compute rapidly, taking OpenAI and Anthropic from 3 gigawatts to 20 gigawatts by next year.
Unrelenting demand consumes all available computing capacity around the globe right now.
“…not a dark GPU in the world today…”
From No Dark GPU: AI's Compute Scarcity Fuels Explosive Growth
Brad Gerstner described intelligence as the biggest total addressable market in history.
“…intelligence is the largest TAM we've ever seen in the history of the world. These guys are penetrating it.”
From Frontier AI: Why a $15 Model Trumps a $3 One (Even as Open Source Battles for Pennies)
OpenAI and Anthropic started the year sharing 3 gigawatts of computing power. Brad Gerstner said these companies will reach 10 gigawatts by the end of the year and 20 gigawatts the following year.
“OpenAI and Anthropic combined to start the year had three gigawatts of compute. Three combined. They're going to end the year closer to 10 and end next year closer to 20.”
From No Dark GPU: AI's Compute Scarcity Fuels Explosive Growth
Spending $15 on an expensive AI model remains a bargain when replacing a consultant charging $200 per hour. Brad Gerstner called the price gap between premium and cheap models irrelevant at this scale.
“The difference between spending three bucks on a cheap model or 15 bucks on an expensive model to replace a $200 an hour consultant, it's just irrelevance.”
From Frontier AI: Why a $15 Model Trumps a $3 One (Even as Open Source Battles for Pennies)
“I'm really worried about making sure that America stays foot on the accelerator, competing globally, and winning the AI race…”
From No Dark GPU: AI's Compute Scarcity Fuels Explosive Growth
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