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1 episodes · 4 quoted claims
Tanguy Catlin said US capital expenditure on data centers, hardware and energy would be about $7 trillion between 2026 and the end of 2030.
“about 7 trillion dollar of capital in expenditure across data center infrastructure, hardware, uh, energy between 2026 and the end of twenty thirty.”
Tanguy Catlin said some organizations compressed two-week software development sprints to one day, with agents coding overnight and humans handling requirements and testing by day.
“We've seen organization move from sprints that would take two weeks to compress them all the way to just one day”
Tanguy Catlin said today's AI models run on chips designed two years ago and researched four years ago.
“The models we have today are based on chips that were designed two years ago and researched on four years ago.”
Tanguy Catlin cited Professor Agarwal of the University of Toronto, who argues that AI makes prediction cheap and so raises the value of complements such as data and judgment.
“Professor Agarwal from the University of Toronto, in his, uh, most recent book, made a very simple, um, representation of the fact that the machine right now is really, really good at prediction”