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So they'll never beat an Nvidia machine. They'll never beat a million Nvidia machines.
If there's a thousand times more efficient transformer, that's bad for NVIDIA.
I think that you're going to have AI starting businesses. And that's, I think, part of his plan is to have within, you know, OpenAI, OpenAI Pharma, OpenAI Motors, OpenAI Aviation, OpenAI, et cetera.
So the other algorithms that quantum could do are not much faster. So they'll never beat an NVIDIA machine. They'll never beat a million NVIDIA machines.
I mentioned photonic computing before, because I do think in 20 years, these H100s are in the scrap heap.
there's a couple startups like Neurofos, OptiCore, Lumai, that want to make these photonic mat mole cores, which would run circles around what NVIDIA does.
Google has a few prototypes. IBM has a little cloud.
when you talk to Google or IBM or Microsoft and ask them why are you spending hundreds of millions a year on this, they say, well, someday there might be something that comes out of it. That's not a great business to me.
We had Watson. It was great. Uh we tried to read every it wasn't great. We tried to read every paper that was published in medicine. It was 40 million papers.
Google has a few prototypes. IBM has a little cloud.
when you talk to Google or IBM or Microsoft and ask them why why are you spending hundreds of millions a year on this, they say, well, someday there might be something that comes out of it. That's not a great business to me.
So they'll never beat an Nvidia machine. They'll never beat a million Nvidia machines.
Every time somebody pitches open AI from what I've heard about quantum computer, they they say no, we're not interested.
If there's a thousand times more efficient transformer, that's bad for NVIDIA.
I think that that doesn't mean NVIDIA's not along. And I'm long semis right now. I think Jevin always wins in the end.
I mentioned photonic computing before, because I do think in 20 years, these H100s are in the scrap heap.
there's a couple startups like Neurofos, OptiCore, Lumai, that want to make these photonic mat mole cores, which would run circles around what NVIDIA does.
So the other algorithms that quantum could do are not much faster. So they'll never beat an NVIDIA machine. They'll never beat a million NVIDIA machines.
when you talk to Google or IBM or Microsoft and ask them, why are you spending hundreds of millions of dollars a year on this? They say, well, someday there might be something that comes out of it. That's not a great business to me.
Very few. So Google has a few prototypes. IBM has a little cloud.
when you talk to Google or IBM or Microsoft and ask them, why are you spending hundreds of millions of dollars a year on this? They say, well, someday there might be something that comes out of it. That's not a great business to me.
when you talk to Google or IBM or Microsoft and ask them, why are you spending hundreds of millions of dollars a year on this? They say, well, someday there might be something that comes out of it. That's not a great business to me.
I think OpenAI doesn't believe it. I think they're in this as wanting to not be too different from Anthropic.
I think that Sam's hedge with hardware is really brilliant because the... You know, he'll always have the best model, I think, but being able to deliver that model is probably going to be more valuable than... You know, and that's where we saw with Muse. It was, you know, this really creative product work that Alex did shows a, you know, a new avenue for them.
McDonald's can afford to spend $10 billion and say, OpenAI, give me 10 million GPUs. I want to know what the best next sandwich we should launch is.
I think that you're going to have AI starting businesses. And that's, I think, part of his plan is to have within, you know, OpenAI, OpenAI Pharma, OpenAI Motors, OpenAI Aviation, OpenAI, et cetera.
my buddy started, left open AI and started a company called Core Automation, which we're really excited about. But he invented the reasoning model at OpenAI, and he's got a somewhat under-the-radar startup.