How long would Al companies have these massive constraints and how would it limit growth?
How long would Al companies have these massive constraints and how would it limit growth?
Description
Precept AI cofounders analyze how infrastructure constraints impact the growth rate of AI companies
Transcript
Because there is still the constraints the constraints aren't going anywhere there's constraints on power there's constraints on chips the constraints are going to remain they'll keep increasing the margin as they do right now. I'd say 3x 3x sounds about right in one year. So I mean it I mean there's a lot there's a few different ways to deconstruct it right? So your 3x is the outcome. I mean you know it feels like a McKinsey case that we doing it. But let's just let's just deconstruct it a little bit right? So if you if you so you say they get to 240 billion August let's check let's check. What and so you the implicit assumption is that the growth rate the growth rate has slowed. Slowed. It seems from just inferring what you were saying it wasn't necessarily on the supply side as we've seen being able to 3x the compute bills.

