Watts, Wafers, and the Future of AI Infra | Gavin Baker

AI is just shifting from all-you-can-eat to pay-by-the-drink... people really like to use AI, and particularly now that one person can have 100 agents working.

You got to give Zuckerberg immense credit, what he's done in terms of making Meta an AI-first company internally. And I do think he is the only one of those true internet giants to have done that.

Google... they had that TPU advantage, which is now gone. The reason I think they're still in a great position is just they have the most compute of everyone... They have the biggest installed base of compute.