Gerstner argues AWS, GCP and Azure enable software companies to scale faster and more capital efficiently than before.
“But the fact of the matter is because of AWS, GCP and Azure, software companies are scaling faster and in a more capital efficient way”
Gerstner says DeepSeek needs 10x more compute to reach o three level assuming no breakthroughs.
“in order to get to kind of the o three level now, they got a 10 x the amount of compute. Right?”
Gerstner reports Google inference generation increased 100x in a year, from 9 trillion to 980 trillion tokens monthly.
“A year ago, Google per month was doing about 9,000,000,000,000 tokens a month in terms of inference generation, right, compute generation. Today, it's 980,000,000,000,000 tokens.”
Gerstner argues AI is scaling faster than the Internet did, citing his investments in Google and Meta.
“ChatGPT became the verb and I would argue, maybe just So, you know, if we go to this slide right here, You know, AI is scaling way faster than the Internet did.”
Gerstner says Anthropic and OpenAI revenue scaling is 10x faster than Google and Meta at comparable scale
“@patrick_oshag Yes! Size of TAM only explanation for Anthropic & OAI revenue scaling - we have never seen anything like it. 10x faster than Google & Meta at comparable scale. 🎯”