Patel identifies a major shift in Zuckerberg's strategy toward pursuing superintelligence recently.
“He was chasing like AI is good and great, but like AGI is not a thing that is gonna happen soon. So sort of this is a big shift in strategy”
Patel suggests NVIDIA should use its massive tax bill to invest directly in data center infrastructure despite customer conflicts.
“Now this is obviously gonna be, like, crazy because, like, now they're buying g p their own GPUs and putting them in data centers and doing stuff, and they're competing with their own customers,”
Patel explains Anthropic's strategy prioritizes solving software engineering and computer use to accelerate AGI development recursively.
“First, we have to solve software engineering, and then we can use that to build all the other pieces. Right? First, we have to solve computer use.”
Patel notes early GPU systems had low volume but Supermicro continued engineering through generations anticipating future demand.
“What there there wasn't much volume. Right? In those initial systems. Right? In the early time frame. Yeah. Early time frame.”
Patel argues NVIDIA's divergent product lines reveal uncertainty about AI's direction.
“But really it screams, oh crap, we don't really know exactly where AI is going, which I don't think anyone does. Right?”
Patel explains Jensen fears specialized chips could undercut NVIDIA's margins if they only made general-purpose GPUs.
“Jensen is very paranoid about losing. Right? These specializations if he just kept making his mainline chip would mean people could you know point point solutions for specific parts of the market would crush him on cost and performance, then he can't justify his margin.”
Patel says Sam Altman's greatest skill is taking advantage of a crisis to sign government deals.
“That's maybe his greatest skill, is to take advantage of a good crisis. And so he goes out there and he signs deals with the US government.”
Patel argues companies cannot pause to measure ROI because experimentation is the only path to finding AI value.
“So how one say, oh, pause, let me measure value, when trying a bunch of stuff is the only way you can actually get to figuring out where the value is versus what doesn't work?”