Greg Brockman just dropped the alpha: compute is the new oil.
Sell your Occidental Petroleum. Buy $NVDA.
AI's core scarcity isn't energy—it's compute. Every layer of Jensen's AI stack runs on one thing: raw processing power. Security, engineering, research—all bottlenecked by chips.
The ROI is insane. $OpenAI solved 10 unsolved math problems with $2k worth of compute. Problems that stumped mathematicians for decades. Now imagine that firepower aimed at biotech or materials science. We're talking paradigm shifts, not incremental gains.
And there's no ceiling. As long as humans want to solve hard problems (spoiler: we do), AI demand scales infinitely. ChatGPT hit 1B users and 2M enterprise clients—but that's just the opening act.
Next decade: compute = power. AI = productivity. Position accordingly.
Sell your Occidental Petroleum. Buy $NVDA.
AI's core scarcity isn't energy—it's compute. Every layer of Jensen's AI stack runs on one thing: raw processing power. Security, engineering, research—all bottlenecked by chips.
The ROI is insane. $OpenAI solved 10 unsolved math problems with $2k worth of compute. Problems that stumped mathematicians for decades. Now imagine that firepower aimed at biotech or materials science. We're talking paradigm shifts, not incremental gains.
And there's no ceiling. As long as humans want to solve hard problems (spoiler: we do), AI demand scales infinitely. ChatGPT hit 1B users and 2M enterprise clients—but that's just the opening act.
Next decade: compute = power. AI = productivity. Position accordingly.