When people talk about the global market for GPUs, the thing that I think it misses is people are assuming that models are going to stay at the same capability and the same cost per task as today. For sufficiently high-quality intelligence at sufficiently low cost, I think it’s very hard to talk about an arbitrary market size there. I think it’s just gonna keep—people call us all sorts of things, Jevons paradox, whatever. I think it’s just gonna keep going up. I believe there will be some…

Matthew Berman@MatthewBerman3d ago

My interview with Sam Altman (@sama): 0:00 Intro 0:52 When Will AI Discover New Treatments? 3:31 Why AI Hasn’t Killed Coding Jobs 11:47 Personal AI Assistants 15:39 Why Are We Busier Than Ever? 20:10 Why the AI Consciousness Debate Worries Sam 26:09 ChatGPT Is Too Agreeable 30:03 OpenAI’s Bet on Chips and Cheaper Compute 34:20 Why AI Needs a New Kind of Computer 37:41 Sam on Pressure: “Pick the Big Thing” 42:18 Why “AI Will Cure Cancer” Isn’t Enough