Scalability, privacy, and usability are three main aspects of every successful blockchain network. If a project has these three characteristics equally, then it could be a valuable project. Improving all three aspects simultaneously together is the ideal path for a network.
Gavin Baker and a16z's David George on the state of the AI boom:
The future doesn't have to be winner-take-all. Labs, open-source, applications, and the clouds can all capture value.
Demand for intelligence is still dramatically underestimated. Today's power users number in the millions and will grow to hundreds of millions. Gavin and David argue a compute shortage is a more real risk than an AI bubble, and building through it is an opportunity to reindustrialize America.
In this episode, they get into why compute investments pay back so fast, what the data center backlash gets wrong, the case for putting compute in orbit, why enterprises will run several models at once, and how Nvidia ended up at the center of the entire supply chain.
00:00 Intro
01:06 The bear case Gavin couldn't find
05:50 Why a lab would cut its own revenue 75%
08:05 What LPs get wrong about a crash
10:50 Microsoft slowed its capex and regrets it
14:33 The engineers spending 100x the median
17:35 Why 23-year-olds use AI better than Gavin
21:45 How much copper 500M AI users need
23:00 Stop promising to cure cancer
26:00 America's richest county is full of data centers
30:48 Who gets priced out of compute
33:05 The age of Elon and Jensen
34:25 Orbital data centers
44:40 Asteroid mining
48:12 Why Microsoft doesn't need a frontier model
54:02 Who becomes the abstraction layer
55:40 Everyone wanted a deity, Cursor wanted a product
1:00:25 Never take shots at Jensen
1:07:40 What happens when the chip doesn't work
1:12:10 What chip deals reveal about customer demand
YouTube: https://t.co/2mokoHwtDa
@GavinSBaker@DavidGeorge83
For everyone losing their shit on X for yesterday's tragic death in Minnesota, or for the horrific bombing of Gaza, where's your outrage for the thousands killed in Iran?
Instead of selective outrage based on what's trending on the day...
@GonjeshkeDarand پول اکثر مردمی که هیچ نقشی نداشتن و نمیدونن چی به چیه داخلشه! اونقدر هم اطلاعاتشون بالا نبود که ببرن توی ولتهای خودشون🤦 پس لطفا شما که قدرتت رو اثبات کردی پولشون رو برگردون
@netraider@MattWallace888 You said 99% of what needed to be said here:
"JFK's pursuit of a sovereign currency free of central bank control."
"They'll come and get me soon. The war machine is too strong. But if I fall, let history know I tried to warn them.��
- JFK