“Is it sustainable, the rate of demand that you see now?…” — Decoder with Nilay Patel at 1:08:39
“Is it sustainable, the rate of demand that you see now? You're saying we're underestimating it. I look at it maybe a little bit more cynically, which is, wow, we are building a lot of capacity against business models that don't exist, right? OpenAI has yet to turn $1 in profit, and they want all of the power the…”
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