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Everyone's talking about AI. Almost nobody's talking about the thing AI actually runs on, which is raw compute. And this is where UP has quietly played a smarter game than most. The state isn't content to just use AI, it wants to own the infrastructure that powers it: -...

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Dr. Syed Rizwan Ahmad satire

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15,718 views • 1 day ago •via X (Twitter)

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Every AI model needs somewhere to run. Compute. Power. Data centres. That's the bottleneck now, not the software. Canada is putting billions on the table through 2030 to secure sovereign AI capacity. HIVE Digital Technologies is building that infrastructure now, ahead of the funding curve. Why investors are watching: - Sovereign AI compute infrastructure, live in Canada - Data centres, GPU capacity, and power, already in motion - Dual-engine business model generating revenue while expanding AI infrastructure - Sitting at the intersection of AI, energy, and infrastructure - Exposure to one of tech's fastest-growing long-term trends Railroads built the industrial economy. The internet built the information economy. AI infrastructure is building this one. Every company will use AI. Fewer will own what it runs on. Learn More:
0:30

Every AI model needs somewhere to run. Compute. Power. Data centres. That's the bottleneck now, not the software. Canada is putting billions on the table through 2030 to secure sovereign AI capacity. HIVE Digital Technologies is building that infrastructure now, ahead of the funding curve. Why investors are watching: - Sovereign AI compute infrastructure, live in Canada - Data centres, GPU capacity, and power, already in motion - Dual-engine business model generating revenue while expanding AI infrastructure - Sitting at the intersection of AI, energy, and infrastructure - Exposure to one of tech's fastest-growing long-term trends Railroads built the industrial economy. The internet built the information economy. AI infrastructure is building this one. Every company will use AI. Fewer will own what it runs on. Learn More:

BTV & CEO Clips

24,998 views • 2 months ago

Everyone’s talking about what Jensen said at GTC about AI capex. But the most important thing he said got almost no attention — that software companies are about to become the biggest resellers of AI tokens in the world. Think about what that means. Workday buys raw intelligence from OpenAI. Wraps it in HR domain expertise. Sells it back as an AI product at a massive markup. That’s not a software company anymore. That’s a refinery. And right now nobody is tracking the economics of that refining layer — what the crude costs, what the refined product sells for, and who’s capturing the spread. This is the most important data gap in AI right now. More on this soon. $NVDA
1:06

Everyone’s talking about what Jensen said at GTC about AI capex. But the most important thing he said got almost no attention — that software companies are about to become the biggest resellers of AI tokens in the world. Think about what that means. Workday buys raw intelligence from OpenAI. Wraps it in HR domain expertise. Sells it back as an AI product at a massive markup. That’s not a software company anymore. That’s a refinery. And right now nobody is tracking the economics of that refining layer — what the crude costs, what the refined product sells for, and who’s capturing the spread. This is the most important data gap in AI right now. More on this soon. $NVDA

Nick Dorsey

40,200 views • 6 months ago

The future of warfare won’t be defined by boots on the ground it will be defined by AI, precision, and compute power. Iran will ultimately face a choice, comply or face what I call “compliance through tenderization” the sustained use of precision strikes against strategic infrastructure to weaken military capabilities without prolonged ground wars. This is why AI and data centers have become a national security priority. The nations with the greatest compute capacity and AI capabilities won’t just lead in technology they’ll shape the future of global defense.
2:04

The future of warfare won’t be defined by boots on the ground it will be defined by AI, precision, and compute power. Iran will ultimately face a choice, comply or face what I call “compliance through tenderization” the sustained use of precision strikes against strategic infrastructure to weaken military capabilities without prolonged ground wars. This is why AI and data centers have become a national security priority. The nations with the greatest compute capacity and AI capabilities won’t just lead in technology they’ll shape the future of global defense.

Kevin O'Leary aka Mr. Wonderful

21,139 views • 2 months ago

In the AI age, money will flow through compute. As AI scales, every request becomes a microtransaction of compute, and only infrastructure owners capture that flow. Aethir is building the decentralized compute layer positioned to power and benefit from the AI economy ahead⚡️
0:36

In the AI age, money will flow through compute. As AI scales, every request becomes a microtransaction of compute, and only infrastructure owners capture that flow. Aethir is building the decentralized compute layer positioned to power and benefit from the AI economy ahead⚡️

Aethir

12,538 views • 9 months ago

Odisha: Ready for the future. Ready for AI Under the visionary leadership of Hon’ble PM Shri Narendra Modi Ji and Hon’ble CM Shri Mohan Charan Majhi Ji, Odisha is emerging as a national hub for Artificial Intelligence. Odisha has signed an MoU with Sarvam AI to build a sovereign AI capacity hub - a landmark step towards India’s self-reliant AI future. This is not just a data centre; it is a strategic move to position Odisha as India’s leading AI capacity provider. From a mines-driven economy to a mind-driven economy, Odisha is redefining its growth trajectory. Traditionally known for its mineral and metal-driven strengths, the State is now decisively transitioning towards a technology-led digital economy. The partnership envisions a 50 MW AI-optimised facility with an investment of around ₹20,000 crore, backed by significant capital investment incentives from the State. The facility will host nearly 25,000 GPUs, create thousands of high-skilled direct and indirect jobs, and firmly establish Odisha as a key pillar of India’s sovereign AI and compute ecosystem, accelerating the journey towards Viksit Odisha, Viksit Bharat. #ViksitOdisha #ViksitBharat
7:23

Odisha: Ready for the future. Ready for AI Under the visionary leadership of Hon’ble PM Shri Narendra Modi Ji and Hon’ble CM Shri Mohan Charan Majhi Ji, Odisha is emerging as a national hub for Artificial Intelligence. Odisha has signed an MoU with Sarvam AI to build a sovereign AI capacity hub - a landmark step towards India’s self-reliant AI future. This is not just a data centre; it is a strategic move to position Odisha as India’s leading AI capacity provider. From a mines-driven economy to a mind-driven economy, Odisha is redefining its growth trajectory. Traditionally known for its mineral and metal-driven strengths, the State is now decisively transitioning towards a technology-led digital economy. The partnership envisions a 50 MW AI-optimised facility with an investment of around ₹20,000 crore, backed by significant capital investment incentives from the State. The facility will host nearly 25,000 GPUs, create thousands of high-skilled direct and indirect jobs, and firmly establish Odisha as a key pillar of India’s sovereign AI and compute ecosystem, accelerating the journey towards Viksit Odisha, Viksit Bharat. #ViksitOdisha #ViksitBharat

Dr. Mukesh Mahaling

27,207 views • 7 months ago

🇺🇸 NOBODY IS TALKING ABOUT HOW INSANE THIS AI STOCK LOOKS. $CRWV has formed a crooked rounding bottom and it has broken the trendline. Most AI stocks have rallied beyond belief already and CoreWeave is behind. That means it has a lot of catching up to do and this breakout just ensured that. It's only a matter of time now. Stay prepared.
0:26

🇺🇸 NOBODY IS TALKING ABOUT HOW INSANE THIS AI STOCK LOOKS. $CRWV has formed a crooked rounding bottom and it has broken the trendline. Most AI stocks have rallied beyond belief already and CoreWeave is behind. That means it has a lot of catching up to do and this breakout just ensured that. It's only a matter of time now. Stay prepared.

Coinvo Trading

15,189 views • 4 months ago

Tillman says Bitcoin proves decentralized networks work at scale, and AI compute should follow "The thing from a safety perspective in AI, we're focused on the wrong thing. How powerful the model gets is one aspect. Where the compute is stored is the most important aspect." "If you decentralize the compute across the entire nation like we do our grid system, like we do electricity poles, and put a compute box on each electric pole that's owned as a utility across the country. Then guess what? There isn't this big, bad, scary monster that has a huge amount of computers in an underground bunker that can essentially rule us with an iron fist." "And that's what I think the Bitcoin standard shows. If you're going to take anything from Bitcoin and what it's done: it's the largest network that's ever been built by humans, and it was built organically on natural law principles of supply and demand."
1:14

Tillman says Bitcoin proves decentralized networks work at scale, and AI compute should follow "The thing from a safety perspective in AI, we're focused on the wrong thing. How powerful the model gets is one aspect. Where the compute is stored is the most important aspect." "If you decentralize the compute across the entire nation like we do our grid system, like we do electricity poles, and put a compute box on each electric pole that's owned as a utility across the country. Then guess what? There isn't this big, bad, scary monster that has a huge amount of computers in an underground bunker that can essentially rule us with an iron fist." "And that's what I think the Bitcoin standard shows. If you're going to take anything from Bitcoin and what it's done: it's the largest network that's ever been built by humans, and it was built organically on natural law principles of supply and demand."

The Wolf Of All Streets

27,603 views • 8 days ago

ELON MUSK ANNOUNCED A CHIP FACTORY 10 TIMES THE SIZE OF TESLA'S GIGAFACTORY 🤯 HE CALLS IT THE TERAFAB. THE ENTIRE GLOBAL AI CHIP INDUSTRY IS ON TRACK TO PRODUCE AROUND 100 GIGAWATTS OF COMPUTE PER YEAR. MUSK WANTS A SINGLE FACTORY TO PRODUCE 1 TERAWATT PER YEAR. THAT'S 10X THE OUTPUT OF THE ENTIRE GLOBAL INDUSTRY. THE GOAL? BUILD ENOUGH AI COMPUTE TO POWER ORBITAL DATA CENTERS. MOST PEOPLE THINK IT'S A DECADE AWAY. MUSK THINKS IT STARTS NEXT YEAR. THIS IS ABSOLUTELY CRAZY.
3:27

ELON MUSK ANNOUNCED A CHIP FACTORY 10 TIMES THE SIZE OF TESLA'S GIGAFACTORY 🤯 HE CALLS IT THE TERAFAB. THE ENTIRE GLOBAL AI CHIP INDUSTRY IS ON TRACK TO PRODUCE AROUND 100 GIGAWATTS OF COMPUTE PER YEAR. MUSK WANTS A SINGLE FACTORY TO PRODUCE 1 TERAWATT PER YEAR. THAT'S 10X THE OUTPUT OF THE ENTIRE GLOBAL INDUSTRY. THE GOAL? BUILD ENOUGH AI COMPUTE TO POWER ORBITAL DATA CENTERS. MOST PEOPLE THINK IT'S A DECADE AWAY. MUSK THINKS IT STARTS NEXT YEAR. THIS IS ABSOLUTELY CRAZY.

Vivek Sen

84,878 views • 2 months ago

Elon Musk explains the deeper reason why SpaceX succeeding in AI matters for humanity’s future "It's important that we have an AI that cares about humanity, that fosters humanity and helps take us to other planets and other star systems This is why I think it's essential that SpaceX succeed not just with AI hardware, but also with AI software. I think an AI that is SpaceX's baby will be a very good AI SpaceX is a collection some of the very best humans on Earth, both in capability and in morality and goodness. We want to have an AI that is born of that capability, that morality and that goodness. I think that's very, very important So I'd like to encourage people to help out with the AI hardware on the ground, the AI software, and of course with the AI satellites Solar is going to be a very important part of that. The Terafab will be a very important part of that”
1:28

Elon Musk explains the deeper reason why SpaceX succeeding in AI matters for humanity’s future "It's important that we have an AI that cares about humanity, that fosters humanity and helps take us to other planets and other star systems This is why I think it's essential that SpaceX succeed not just with AI hardware, but also with AI software. I think an AI that is SpaceX's baby will be a very good AI SpaceX is a collection some of the very best humans on Earth, both in capability and in morality and goodness. We want to have an AI that is born of that capability, that morality and that goodness. I think that's very, very important So I'd like to encourage people to help out with the AI hardware on the ground, the AI software, and of course with the AI satellites Solar is going to be a very important part of that. The Terafab will be a very important part of that”

X Freeze

29,787 views • 1 month ago

Ben Horowitz on the infrastructure behind the AI economy: "Crypto is the natural money for AI because it’s internet-native money." "AI is global. Crypto is global." "There needs to be not just a ledger of money, but probably a ledger of truth for AI to really fulfill its potential." "I think people are probably underestimating how crypto and AI work together to form the AI economy." "Networks and computers tend to grow together, and I think that AI is obviously a new kind of computer and crypto is a new kind of network." benahorowitz.eth on Moonshots with Peter H. Diamandis, MD
2:16

Ben Horowitz on the infrastructure behind the AI economy: "Crypto is the natural money for AI because it’s internet-native money." "AI is global. Crypto is global." "There needs to be not just a ledger of money, but probably a ledger of truth for AI to really fulfill its potential." "I think people are probably underestimating how crypto and AI work together to form the AI economy." "Networks and computers tend to grow together, and I think that AI is obviously a new kind of computer and crypto is a new kind of network." benahorowitz.eth on Moonshots with Peter H. Diamandis, MD

a16z

237,762 views • 7 months ago

The Global South just stopped asking for a seat at the table. India this week put 38,000 GPUs into public compute, committed $1.1B to a state-backed AI fund, and started its first chip fab. Every major lab CEO flew in. Twenty heads of state showed up. This is not a developing market catching up. This is a sovereign AI strategy being executed in real time. The countries that got written out of internet-era governance are not making that mistake again. The rules for the next decade of AI are being written in New Delhi, not Washington.
1:03

The Global South just stopped asking for a seat at the table. India this week put 38,000 GPUs into public compute, committed $1.1B to a state-backed AI fund, and started its first chip fab. Every major lab CEO flew in. Twenty heads of state showed up. This is not a developing market catching up. This is a sovereign AI strategy being executed in real time. The countries that got written out of internet-era governance are not making that mistake again. The rules for the next decade of AI are being written in New Delhi, not Washington.

Shawn Chauhan

47,755 views • 7 months ago

The man who won the Nobel Prize just told the world that AI is not the energy crisis, it is the cure for it. Everyone has been screaming about how much electricity AI consumes, the data centers, the training runs, the billions of queries every single day. Hassabis just said AI will extract 30 to 40 percent more efficiency out of national power grids, grids that, right now, operate at only 30 percent of their total capacity according to Stanford researchers. That means the grids we already built are massively underused, and AI is the key to unlocking what is already there. But that is the smallest part of what he is saying. He is saying AI will crack nuclear fusion, the energy source that has been 30 years away for the last 60 years and DeepMind is already working with Commonwealth Fusion in the US to help AI contain plasma inside fusion reactors. His personal mission is to use AI to discover a room-temperature superconductor, a material that would allow electricity to travel with zero loss, something physics has never been able to deliver. The implications of that alone would reshape the entire global economy overnight. He is also saying AI will design next-generation batteries and build the best climate modeling systems humanity has ever had, using them to figure out exactly where the planet is breaking down. Think about what this means, the thing everyone is blaming for the energy crisis is the same thing being bet on to end it forever.
0:51

The man who won the Nobel Prize just told the world that AI is not the energy crisis, it is the cure for it. Everyone has been screaming about how much electricity AI consumes, the data centers, the training runs, the billions of queries every single day. Hassabis just said AI will extract 30 to 40 percent more efficiency out of national power grids, grids that, right now, operate at only 30 percent of their total capacity according to Stanford researchers. That means the grids we already built are massively underused, and AI is the key to unlocking what is already there. But that is the smallest part of what he is saying. He is saying AI will crack nuclear fusion, the energy source that has been 30 years away for the last 60 years and DeepMind is already working with Commonwealth Fusion in the US to help AI contain plasma inside fusion reactors. His personal mission is to use AI to discover a room-temperature superconductor, a material that would allow electricity to travel with zero loss, something physics has never been able to deliver. The implications of that alone would reshape the entire global economy overnight. He is also saying AI will design next-generation batteries and build the best climate modeling systems humanity has ever had, using them to figure out exactly where the planet is breaking down. Think about what this means, the thing everyone is blaming for the energy crisis is the same thing being bet on to end it forever.

Milk Road AI

41,417 views • 5 months ago

The Tesla Megapod trademark might be the most important filing nobody is talking about (Save this). Tesla wants to build a product that is basically a self contained AI computer in a box. You truck it somewhere, plug it into power, and it runs AI workloads. The reason this matters is that the AI industry has a problem because you can't build data centers fast enough. Getting land approved, getting power from the grid, getting zoning cleared, that process takes 3–5 years, and demand is moving much faster than that. US data center construction actually fell in 2025 for the first time in years, because developers kept hitting bureaucratic walls. Tesla's answer to that problem is simple. They already own thousands of Supercharger stations across the country and those stations already have land, power, and grid connections, all the hard stuff is done. The idea is to drop a Megapod at those sites and turn idle charging infrastructure into AI compute, almost overnight. What Jason, Chamath, and Friedberg were all circling around is that this drop a box on a concrete pad approach is already how serious companies are deploying AI compute right now. Vertiv and DUG Technology both ship GPU-packed containers that can go live in 90 days and Tesla would just be bringing that idea to a network it already owns. The opportunity is very real whether Tesla is the one to actually execute on it is still an open question.
4:06

The Tesla Megapod trademark might be the most important filing nobody is talking about (Save this). Tesla wants to build a product that is basically a self contained AI computer in a box. You truck it somewhere, plug it into power, and it runs AI workloads. The reason this matters is that the AI industry has a problem because you can't build data centers fast enough. Getting land approved, getting power from the grid, getting zoning cleared, that process takes 3–5 years, and demand is moving much faster than that. US data center construction actually fell in 2025 for the first time in years, because developers kept hitting bureaucratic walls. Tesla's answer to that problem is simple. They already own thousands of Supercharger stations across the country and those stations already have land, power, and grid connections, all the hard stuff is done. The idea is to drop a Megapod at those sites and turn idle charging infrastructure into AI compute, almost overnight. What Jason, Chamath, and Friedberg were all circling around is that this drop a box on a concrete pad approach is already how serious companies are deploying AI compute right now. Vertiv and DUG Technology both ship GPU-packed containers that can go live in 90 days and Tesla would just be bringing that idea to a network it already owns. The opportunity is very real whether Tesla is the one to actually execute on it is still an open question.

Milk Road AI

16,630 views • 3 months ago

🚨THIS IS EXACTLY WHAT I'M TRYING TO TELL Y'ALL 99% of retail doesn't understand the technology bottleneck the whole market is about to hit. Everyone thinks AI runs on compute. More GPUs, more power. wrong. The real wall is memory AND bandwidth... And this is EXACTLY where SpaceX stepped in... The entire backbone to the basically internet 2.0 is being built as you read this with the new Starlink V3 AI agents have to remember everything. every task, every step, every piece of context. That memory has to be stored AND moved. instantly. at a scale the world has never handled. Where does it all live? and how do you move it fast enough? The answer is a massive new layer of data infrastructure That's what the 100k V3 Starlinks are for. That's the backbone of internet 2.0 The nervous system linking AI memory across the planet and into orbit. Elon's building the physical layer of the entire AI age. You should thank God you're living in the same era with people like Musk. Follow me so you won't skip that generational opportunity.
0:25

🚨THIS IS EXACTLY WHAT I'M TRYING TO TELL Y'ALL 99% of retail doesn't understand the technology bottleneck the whole market is about to hit. Everyone thinks AI runs on compute. More GPUs, more power. wrong. The real wall is memory AND bandwidth... And this is EXACTLY where SpaceX stepped in... The entire backbone to the basically internet 2.0 is being built as you read this with the new Starlink V3 AI agents have to remember everything. every task, every step, every piece of context. That memory has to be stored AND moved. instantly. at a scale the world has never handled. Where does it all live? and how do you move it fast enough? The answer is a massive new layer of data infrastructure That's what the 100k V3 Starlinks are for. That's the backbone of internet 2.0 The nervous system linking AI memory across the planet and into orbit. Elon's building the physical layer of the entire AI age. You should thank God you're living in the same era with people like Musk. Follow me so you won't skip that generational opportunity.

Frogify

29,574 views • 1 month ago

The entire AI boom has hit a physical wall that no chip can break: America does NOT have enough electricity to run what these companies are building. You don't form an emergency coalition around a problem you've solved. You form one around a problem that's beating you. This morning Nvidia, Google, and a startup called Emerald AI launched something called the AI Energy Management Alliance. 18 members, including the AI lab Anthropic, the utility National Grid, and the power producers AES and NRG. The stated mission: Data centers will become "good citizens" of the grid, gently easing their power use in the rare hours the system is stressed, protecting your electricity bill and keeping the lights on for everyone else. But read what Nvidia said underneath the press release: Power has become "the defining constraint" on the expansion of AI infrastructure in the United States. The most valuable company in history, the one selling every chip the boom runs on, just told you the ceiling on its own business is the number of watts the country can physically deliver. So what is this alliance actually for? It's a lobbying group. And its real ask is this: Right now a new data center can wait a decade or more to connect to the grid, because utilities have to build for the worst hour of the year. The alliance wants governors and regulators to let any data center that promises to throttle its power during peak hours skip that line and plug in faster and bigger. And the grid is already buckling, and you're already paying for it. On PJM, the largest grid in America, serving 67 million people across 13 states, the wholesale cost of power jumped 76% in a single year. The independent market monitor pinned it directly on data centers and said the damage "is not reversible." Capacity prices in that market went from about $29 per megawatt-day to $329, roughly 11 times higher, and data centers drove most of it. This summer PJM had to beg households to cut their usage during a heat wave to avoid rolling blackouts. That's the backdrop the word "affordability" is doing so much work against. Now look at what the alliance actually brings to fix it: Google runs a demand-response program of roughly 1 gigawatt. Emerald and Nvidia have run 6 demonstrations. The first genuinely flexible AI data center they can point to is a single 100 megawatt site in Virginia that isn't even switched on yet. That's the pilot they're holding up against a buildout measured in tens of gigawatts, ordered years in advance, and already raising your rates today. So strip the civics off it and here's what actually happened: The best-funded companies on Earth just formed a coalition whose entire premise is that they need permission to sometimes use LESS electricity. They are announcing that the grid ran out of room before the models ran out of ambition, and they would like to jump the queue while you cover the upgrades. This has nothing to do with strength. Every earlier limit on AI was just a number on a slide, whether it was compute or funding or chip supply, and every one of them got solved with more money. This one can't be solved that way. You cannot venture-fund a power plant into existence in a quarter, and you cannot print a transmission line. Electricity is the first ceiling the AI industry can't buy its way through, and today it admitted that while dressing it up as a favor to your utility bill.
1:11

The entire AI boom has hit a physical wall that no chip can break: America does NOT have enough electricity to run what these companies are building. You don't form an emergency coalition around a problem you've solved. You form one around a problem that's beating you. This morning Nvidia, Google, and a startup called Emerald AI launched something called the AI Energy Management Alliance. 18 members, including the AI lab Anthropic, the utility National Grid, and the power producers AES and NRG. The stated mission: Data centers will become "good citizens" of the grid, gently easing their power use in the rare hours the system is stressed, protecting your electricity bill and keeping the lights on for everyone else. But read what Nvidia said underneath the press release: Power has become "the defining constraint" on the expansion of AI infrastructure in the United States. The most valuable company in history, the one selling every chip the boom runs on, just told you the ceiling on its own business is the number of watts the country can physically deliver. So what is this alliance actually for? It's a lobbying group. And its real ask is this: Right now a new data center can wait a decade or more to connect to the grid, because utilities have to build for the worst hour of the year. The alliance wants governors and regulators to let any data center that promises to throttle its power during peak hours skip that line and plug in faster and bigger. And the grid is already buckling, and you're already paying for it. On PJM, the largest grid in America, serving 67 million people across 13 states, the wholesale cost of power jumped 76% in a single year. The independent market monitor pinned it directly on data centers and said the damage "is not reversible." Capacity prices in that market went from about $29 per megawatt-day to $329, roughly 11 times higher, and data centers drove most of it. This summer PJM had to beg households to cut their usage during a heat wave to avoid rolling blackouts. That's the backdrop the word "affordability" is doing so much work against. Now look at what the alliance actually brings to fix it: Google runs a demand-response program of roughly 1 gigawatt. Emerald and Nvidia have run 6 demonstrations. The first genuinely flexible AI data center they can point to is a single 100 megawatt site in Virginia that isn't even switched on yet. That's the pilot they're holding up against a buildout measured in tens of gigawatts, ordered years in advance, and already raising your rates today. So strip the civics off it and here's what actually happened: The best-funded companies on Earth just formed a coalition whose entire premise is that they need permission to sometimes use LESS electricity. They are announcing that the grid ran out of room before the models ran out of ambition, and they would like to jump the queue while you cover the upgrades. This has nothing to do with strength. Every earlier limit on AI was just a number on a slide, whether it was compute or funding or chip supply, and every one of them got solved with more money. This one can't be solved that way. You cannot venture-fund a power plant into existence in a quarter, and you cannot print a transmission line. Electricity is the first ceiling the AI industry can't buy its way through, and today it admitted that while dressing it up as a favor to your utility bill.

Ricardo

26,257 views • 21 days ago

Sam Altman: "Very soon an AI will just be running for you in the background all the time" That entire model is on its way out. But the vision isn't the tell. This is: He says everyone's going to want "so much more of this AI infrastructure than we think." That's not a roadmap. That's a man admitting he can't build chips and power fast enough. The always-on assistant is the headline. The infrastructure bottleneck underneath it is the trade almost nobody is pricing in. That gap is the whole edge.
0:25

Sam Altman: "Very soon an AI will just be running for you in the background all the time" That entire model is on its way out. But the vision isn't the tell. This is: He says everyone's going to want "so much more of this AI infrastructure than we think." That's not a roadmap. That's a man admitting he can't build chips and power fast enough. The always-on assistant is the headline. The infrastructure bottleneck underneath it is the trade almost nobody is pricing in. That gap is the whole edge.

plutos

25,689 views • 3 months ago

In AI, the bottleneck isn't talent or models anymore. It's compute. Jo Bhakdi points to a claim that Anthropic and OpenAI could slow down sharply if they can't secure enough compute next year. Elon's reply is that SpaceX becoming the most valuable AI company is "one of the possible outcomes" if it reaches 10 gigawatts. On the ground, a gigawatt of AI compute costs $40 to $50 billion today. So 10 GW would be $400 to $500 billion of data centers. Elon says orbital compute gets much cheaper by 2028. The bigger play is SpaceX selling that compute, on the ground and in orbit, instead of keeping it all. Demand isn't slowing either. Nvidia is reportedly planning a big testing framework for AI agents, and Anthropic's IPO filing spends a lot of pages on agent risk. Testing all of that takes even more compute. $SPCX $TSLA
5:10

In AI, the bottleneck isn't talent or models anymore. It's compute. Jo Bhakdi points to a claim that Anthropic and OpenAI could slow down sharply if they can't secure enough compute next year. Elon's reply is that SpaceX becoming the most valuable AI company is "one of the possible outcomes" if it reaches 10 gigawatts. On the ground, a gigawatt of AI compute costs $40 to $50 billion today. So 10 GW would be $400 to $500 billion of data centers. Elon says orbital compute gets much cheaper by 2028. The bigger play is SpaceX selling that compute, on the ground and in orbit, instead of keeping it all. Demand isn't slowing either. Nvidia is reportedly planning a big testing framework for AI agents, and Anthropic's IPO filing spends a lot of pages on agent risk. Testing all of that takes even more compute. $SPCX $TSLA

Herbert Ong

11,462 views • 7 days ago

An OpenAI insider just revealed why the AI race is moving so fast. Daniel Kokotajlo, a former OpenAI researcher, says the race isn't just about building better AI. It's about economic power. Whoever builds the leading AI systems could shape the next global economy. He also believes AI has the potential to dramatically improve humanity. But if that power ends up concentrated in the hands of just a few companies, the consequences could be enormous. That's why we built Action Model. A community-owned AI model where the people helping train, grow, and build the ecosystem can earn a fractional stake in the value they help create. AI is inevitable. An AI future owned by only a handful of companies isn't.
0:59

An OpenAI insider just revealed why the AI race is moving so fast. Daniel Kokotajlo, a former OpenAI researcher, says the race isn't just about building better AI. It's about economic power. Whoever builds the leading AI systems could shape the next global economy. He also believes AI has the potential to dramatically improve humanity. But if that power ends up concentrated in the hands of just a few companies, the consequences could be enormous. That's why we built Action Model. A community-owned AI model where the people helping train, grow, and build the ecosystem can earn a fractional stake in the value they help create. AI is inevitable. An AI future owned by only a handful of companies isn't.

Action Model

19,825 views • 2 months ago

Software may be starting to show early signs of life but I still think the “hard” side of AI has the cleaner lane for 2026 and probably most of 2027. We're nowhere close to done with the physical AI buildout since compute demand is still ahead of supply, power is becoming the bottleneck and every layer of AI infrastructure still needs more capacity. I own some software names but I still see this as more of an oversold bounce than a true leadership rotation away from the companies building the AI infrastructure layer. Software probably becomes a cleaner leadership group once inference costs fall, enterprise AI budgets expand and AI features start flowing through margins but that still feels more like a 2027 story to me.
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Software may be starting to show early signs of life but I still think the “hard” side of AI has the cleaner lane for 2026 and probably most of 2027. We're nowhere close to done with the physical AI buildout since compute demand is still ahead of supply, power is becoming the bottleneck and every layer of AI infrastructure still needs more capacity. I own some software names but I still see this as more of an oversold bounce than a true leadership rotation away from the companies building the AI infrastructure layer. Software probably becomes a cleaner leadership group once inference costs fall, enterprise AI budgets expand and AI features start flowing through margins but that still feels more like a 2027 story to me.

Shay Boloor

122,716 views • 4 months ago