Gavin Baker(@GavinSBaker):More on AI pacing: Sarah Friar CFO of OpenAI yesterday on CNBC: “from where I sit today there is so much opportunity to drive growth that I am still highly focused on getting more compute to keep that flywheel going.” Sachin Katti VP of Compute Strategy at OpenAI @sk7037 yesterday: “The way we will make sure frontier models are safe and aligned is by spending compute. So the counterintuitive point is that we’ll need even more compute to make sure future models are more safe and aligned.” If you thought “pacing” was negative for AI infrastructure demand, think again. Almost as bullish as open-weight AI taking share but not quite.

2026.09.16 11:06

More on AI pacing: Sarah Friar CFO of OpenAI yesterday on CNBC: “from where I sit today there is so much opportunity to drive growth that I am still highly focused on getting more compute to keep that flywheel going.” Sachin Katti VP of Compute Strategy at OpenAI @sk7037 yesterday: “The way we will make sure frontier models are safe and aligned is by spending compute. So the counterintuitive point is that we’ll need even more compute to make sure future models are more safe and aligned.” If you thought “pacing” was negative for AI infrastructure demand, think again. Almost as bullish as open-weight AI taking share but not quite.

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