Comment Comment by qgin A few things from the Dwarkesh interview with Satya:* He sees data center leases getting cheaper in near future due to everyone building* He’s investing big in AI, but in every year there needs to be a rough balance between capacity and need for capacity* He doesn’t necessarily believe in fast takeoff AGI (just yet)* Even if there is fast takeoff AGI, he thinks human messiness will slow implementation* It won’t be a winner-take-all market and there will be plenty of time to scale up capacity and still be a major player parent qgin 1 year ago
* He sees data center leases getting cheaper in near future due to everyone building
* He’s investing big in AI, but in every year there needs to be a rough balance between capacity and need for capacity
* He doesn’t necessarily believe in fast takeoff AGI (just yet)
* Even if there is fast takeoff AGI, he thinks human messiness will slow implementation
* It won’t be a winner-take-all market and there will be plenty of time to scale up capacity and still be a major player