Nikesh Arora
@nikesharora
Palo Alto Networks
Joined June 2009
1.8K Following 117.6K Followers
Just saying.
Sam Altman made some important remarks on the @sourcespod with @alexeheath:
> Not worried about OpenAI's compute buildout plan; believes will use all of their compute very profitability
> Concerned about "unsustainable silliness" of random new neoclouds popping up and claiming to build gigantic lines of compute without the revenue and customer to support.
> Believes they can confidently pay for all of the compute they have committed to.
> "Cost is no object" for compute. People believe they can build compute and someone will buy it at a higher price.
> OpenAI has no plan of selling compute externally anytime soon.
$NVDA $NBIS $AMD $MRVL $AVGO $IREN $CRWV
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