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Fireside Alpha
@firesidealpha
Summary and synthesis of the best business, technology, and consumer conversations | @firesidetapes for historical archives
Joined June 2026
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Sam Altman reveals his concern that the industry's compute frenzy is showing its first signs of unsustainable silliness "I'm not worried about our compute buildout plans. I am worried about the world's compute buildout plans." "I think we are going to be able to use all of the compute very profitably that we are planning to build." "But I am seeing the first signs of what feels to me like unsustainable silliness, of random new Neocloud popping up, people claiming that they're going to build gigantic amounts of compute next year that I think they don't have the revenue to support or a buyer." "I definitely feel some fear about what the world is doing as a whole, although we feel very good about what we've committed to."
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