The Minutes of Brad Gerstner on constraints https://minutesof.com/brad-gerstner/on/constraints/ Everything Brad Gerstner has said on constraints: 2 verbatim quotes from February 2025, each with a timestamp and a link to the recording it came from. en Mon, 31 Aug 2026 13:09:04 +0000 Gerstner reports DeepSeek is massively compute constrained now, with GPU differential growing versus OpenAI fo https://minutesof.com/q/7915177a-c38e-49f6-8c41-f1704a1047cb/ https://minutesof.com/q/7915177a-c38e-49f6-8c41-f1704a1047cb/ “On top of that, we learned, you know, they are massively compute constrained right now. So you've seen some tweets about this, people that are, you know, getting server delay and all this stuff” — BG2 Pod Wed, 05 Feb 2025 23:13:28 +0000 constraints Gerstner reports DeepSeek is massively compute constrained, causing server delays despite success. https://minutesof.com/q/72809ad4-3963-4ff1-80bd-f5c07dfaf703/ https://minutesof.com/q/72809ad4-3963-4ff1-80bd-f5c07dfaf703/ “they are massively compute constrained right now. So you've seen some tweets about this, people that are, you know, getting server delay and all this stuff with with these guys because of their massive success.” — BG2 Pod Wed, 05 Feb 2025 23:13:28 +0000 constraints