註冊並分享邀請連結,可獲得影片播放與邀請獎勵。

Fireside Alpha
@firesidealpha
Learn what the best in business and tech are seeing, then go find your edge @firesidetapes for business legends @firesideprime for mindset
加入 June 2026
304 正在關注    22.2K 粉絲
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."
顯示更多
0
68
459
47
轉發到社區