We've never seen dollars spent like this. What if they're wrong? What if this is maybe not even enough investment? What if Microsoft decided not to do it, and Meta and Amazon did? They missed the whole thing.
“Like, we've never seen dollars spent like this.”
It is. It's insane. Like, we've never seen dollars spent like this. Exactly. But, like, what are they gonna do? Yeah. Like like, what if they're wrong? Yeah. What if, like, what if this is maybe not even enough investment? Yeah. And Microsoft decided not to do it. And And Microsoft decided not to do it, and Meta and Amazon did. Yeah. Like, they missed the whole thing.
Why this clip
Series of escalating 'what if' questions that capture the high-stakes nature of AI investment. The contrast between 'never seen dollars like this' and 'what if it's not enough' creates tension that drives engagement.
What they said next
Would the academic community have created a different architecture under a different name that looked very similar and felt very similar? Maybe Google had its proprietary transformer model, which nobody could use because it was IP and it didn't become very popular.
24:25 - 20s · Bold/Contrarian
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