Home Speakers Pat Grady Quote We did not anticipate the extent to which end user demand would outstrip GPU supply. The bottleneck to many companies’ growth quickly became not customer demand but access to the latest GPUs from Nvidia.
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On the same topics Blog Banning self-recursive improvement in AI models? Sep 22, 2026
If the top U.S. labs have to give up on what is supposed to be really important, they will look very “catchable.” The policy creates a big incentive for some other parts of the world to invest a lot more in compute. Blog Frontier Overhangs Sep 21, 2026
A world with sufficient compute is one where intelligence is a commodity, and in commodity markets margin comes from a superior cost structure, which I would expect the leading model providers to have, in part because they have a meaningful lead in scaling and can apply superior AI to their infrastructure. Blog Why I still haven't bought into true RSI Sep 19, 2026
I have my doubts that the labs can afford to spend a constant portion of this compute on internal R&D as the total volume goes up, especially with plans to IPO, as they face increased scrutiny on basic economics. Blog Why I still haven't bought into true RSI Sep 19, 2026
It is important to not confuse massive steps in inference-time scaling, a dynamic which should be fairly predictable, with being the outputs of RSI, which is highly uncertain. Podcast Dwarkesh Podcast: Agent swarms, alignment, and recursive self-improvement Sep 17, 2026
If you have five hours, you’re probably going to do a lot better. The AI models are pretty similar. Filing Broadcom Q3 FY26 earnings release (SEC Form 8-K, Exhibit 99.1) Sep 2, 2026
Demand for our custom AI accelerators and networking continues to be very strong. Q3 AI semiconductor revenue of $16.7 billion grew 221% year-over-year, and 54% quarter-over-quarter... About this quote 
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