podcast alpha(@podcast_alpha_x):"Compute through 2027 is sold out." OpenAI's CFO said it on air, with no hedge. Where she's buying instead: https://t.co/btVoLLfzG9 @thefriley confirmed on @theallinpod with @chamath & others: no additional compute in 2026, 2027 "pretty limited as well." The Elon Musk anomaly - too much compute - is gone. Where she feels most short: 2030, 2031, 2032. The market prices infrastructure on a 2-year horizon. Friar buys on 6. Oracle, CoreWeave, and Nvidia are the proxies - but the real constraint is power and land. Source: All-In Podcast -

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podcast alpha@podcast_alpha_x

2026.06.02 22:27

"Compute through 2027 is sold out." OpenAI's CFO said it on air, with no hedge. Where she's buying instead: @thefriley confirmed on @theallinpod with @chamath & others: no additional compute in 2026, 2027 "pretty limited as well." The Elon Musk anomaly - too much compute - is gone. Where she feels most short: 2030, 2031, 2032. The market prices infrastructure on a 2-year horizon. Friar buys on 6. Oracle, CoreWeave, and Nvidia are the proxies - but the real constraint is power and land. Source: All-In Podcast -