The Economics of the AI Super Cycle: OpenAI's Compute Strategy (with Sachin Katti)
Source
Stanford Online
Author
Stanford Online
Date
Terms in this piece · Glossary
inference — Running a trained model to get answers — the phase where AI is actually used, as opposed to trained.
Why it matters
OpenAI's compute chief explains the roadmap to 30GW of capacity and why inferenceRunning a trained model to get answers — the phase where AI is actually used, as opposed to trained.Full definition → workloads will dominate future compute demand, giving engineers a clearer read on the physical and economic constraints shaping model access and pricing ahead.
Key quotes
“our vision is we want to get to a world where the human is the bottleneck”
Sachin
“today apps are a crutch”
Sachin
“a six-month lead in intelligence is an enormous lead”
Sachin
“I'm long open AI. I'm voting with my feet, but keeping a side.”
