https://minutesof.com/bill-gurley/on/ai-scaling/ Everything Bill Gurley has said on ai scaling: 4 verbatim quotes between November 2024 and December 2024, each with a timestamp and a link to the… en Sun, 30 Aug 2026 16:22:03 +0000 https://minutesof.com/q/075fb7fa-7e85-45f7-a574-720f900c7136/ https://minutesof.com/q/075fb7fa-7e85-45f7-a574-720f900c7136/ “Why is why is Amazon building these multi gigawatt data centers? Why is Google? Why is Microsoft building multiple gigawatt data centers plus buying billions and billions of dollars of fiber to connect them together” — Bg2 Pod Mon, 23 Dec 2024 20:25:20 +0000 ai scaling https://minutesof.com/q/168ba19f-f3d8-48fd-bbbd-632f2cb46217/ https://minutesof.com/q/168ba19f-f3d8-48fd-bbbd-632f2cb46217/ “There was a podcast recently where they kind of flipped everything on their head and they said, well, if we're not doing that anymore, it's way better because we can just move on to inference, which is getting cheaper and you won't have to spend all this CapEx.” — Bg2 Pod Thu, 12 Dec 2024 18:20:19 +0000 ai scaling https://minutesof.com/q/d43376c8-e7cc-4cb7-b307-3a5be2ec94aa/ https://minutesof.com/q/d43376c8-e7cc-4cb7-b307-3a5be2ec94aa/ “if the the comment, you know, that you read earlier is true and that these and that they're not getting the benefit, there are implications.” — BG2 Pod Thu, 21 Nov 2024 19:09:14 +0000 ai scaling https://minutesof.com/q/d25c217f-5ffb-410e-901d-e5e6d84b201d/ https://minutesof.com/q/d25c217f-5ffb-410e-901d-e5e6d84b201d/ “One, the NVIDIA differentiation as we've talked about is greatest at the largest cluster size. So if pre training, once again, I only equate this to LLMs, you know, I don't think of FSD problem.” — BG2 Pod Thu, 21 Nov 2024 19:09:14 +0000 ai scaling