Really enjoyed this piece, Chamath. It reminded me of the recent BG2 podcast with Jensen, where his optimism about the AI build-out stood out — framing today as just the tip of the iceberg in terms of infrastructure demand. What struck me most was his conviction that price competition won’t meaningfully displace NVIDIA’s market share, because the moat isn’t just about silicon.
The OpenAI + NVIDIA scale is staggering, not just in dollars, but in watts. A trillion-dollar company might be built on who can best convert energy into intelligence. Curious if the real constraint ahead is capital, compute, or community trust.
If AGI doesn't work out, at least we'll have an insane amount of GPU compute for cloud gaming in 2030 😂
It will work out.
Really enjoyed this piece, Chamath. It reminded me of the recent BG2 podcast with Jensen, where his optimism about the AI build-out stood out — framing today as just the tip of the iceberg in terms of infrastructure demand. What struck me most was his conviction that price competition won’t meaningfully displace NVIDIA’s market share, because the moat isn’t just about silicon.
The OpenAI + NVIDIA scale is staggering, not just in dollars, but in watts. A trillion-dollar company might be built on who can best convert energy into intelligence. Curious if the real constraint ahead is capital, compute, or community trust.
The question is, how much longer until OpenAI gets into the hardware space?