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Startup, CapEx, and operator podcasts
High-signal business and infrastructure discussions from indexed interviews. Heuristic grouping — not personalized advice.
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"capacity"
Dylan Patel — The single biggest bottleneck to scaling AI compute
2:00
A portion of this is immediately for compute going online this year: the chips and the other parts of CapEx that get paid this year. But there's a lot of setup CapEx as well. When we're talking about 20 gigawatts of incremental added capacity this year in America,
"gigawatts"
Dylan Patel — The single biggest bottleneck to scaling AI compute
0:23
Dylan, here’s the burning question I have for you. If you add up the big four—Amazon, Meta, Google, Microsoft—their combined forecasted CapEx this year that you published recently is $600 billion. Given yearly prices of renting that compute, that would be close to 50 gigawatts.
"anthropic"
Dylan Patel — The single biggest bottleneck to scaling AI compute
0:46
so presumably that's paying for compute that is going to be coming online over the coming years. How should we think about the timeline around when that CapEx comes online? Similar question for the labs. OpenAI just announced they raised $110 billion, and Anthropic just