Why AI Demand Is Outrunning Compute Supply
1:47do think the rest of the world has accelerated. You know, OpenAI is clearly accelerated. Open source, I2:55TPUs. Um, open source wins, NeoClouds win, inf you know, inference cloud, uh, the inference clouds win on top of the8:24because of open source and I'm like this is this is this is all wrong like this is not an or thing it's an and thing right like this is an and thing um














