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
Talking to brilliant physicists who have thought about orbital compute for 3 hours and are convinced it will never work makes me think of this Keanu Reeves quote:
“I'm at that stage in life where I stay out of arguments. Even if you say 1+1=5, you're right. Have fun."
Gavin Baker says the physics PhDs calling orbital data centers impossible on X have not out-thought the 10,000 SpaceX engineers who treat it as solved
"It's very hard for me to engage. There are all these people on X and they're like, I am a physics PhD and this is impossible."
Regret the tone of my post on data centers yesterday.
What I should have said:
There were reasonable concerns about data centers 18ish months ago: water, taxes, jobs, electricity prices, the environment and what they would do to small towns. Well-structured data center projects