AI Odyssey

Interviews with frontline Silicon Valley AI practitioners on talent, robot data, product work; concrete cases and judgment.

Deep reads here1 / 66 episodes

Cadence~1 every 16.0 days

Latest2026-10-14

TopicsAI & Tech

PriorityT3

41:48

AI Odyssey 0930

The scarcest resource in AI infrastructure is not chips—it's power that can go online immediately

GPUs can be bought with money and optimization capability will be leveled by open-source; in the long term, the only true scarcity is electricity that can be deployed immediately and land with pre-approved grid interconnection permits. This means New Cloud competition is actually about fundraising and operational capacity, not technology.

8 Points 8 Quotes ComputeAI Infrastructure