Shortly before publishing this newsletter, I spoke with Gil Luria, Managing Director and Analyst at D.A. Davidson, and asked him whether the capital was there to build the 17 Gigawatts of capacity that OpenAI has promised.
He said the following:
No of course there isn't enough capital for all
So, does that mean they won’t fail for another four years until the bill is due?
God, I hope not. I can’t endure those stupid techbros and their idiotic promises for another four years…