Each week we pick the lines from long interviews that comms, policy and investment teams should know. Here are this week’s.
Compute stays short, and gets used faster
Matt Garman runs AWS. He told Sources he expects to stay short of capacity for a while.
I anticipate that we’ll be short of capacity for the next couple of years.
In the same interview, he tied cheaper inference to much heavier use.
every time we see inference get 50% cheaper, we see an order of magnitude more usage.
What agents already save
Aravind Srinivas runs Perplexity. On Newcomer Pod he put a number on what its own coding agents save.
We built a new database from scratch using our own coding agents. That’s saving us several tens of millions of dollars a year now.
Amjad Masad of Replit put the gap in dollars on Lightcone.
it would have been $10 million. We spent $250,000 on Replit.
Policy reaches the factory floor
Adam Bry runs Skydio. He told Relentless what sanctions meant on the ground.
The day that they announced the sanctions, they showed up at our battery factory in China and shut it down
Garman also spoke to the fight over data centers and the power they draw.
Our data centers, we bring power and pay for all the power we bring to the grid.
Running a company while it’s being sold
Parag Agrawal was Twitter’s chief executive during its sale. On Knuckle Up with Nakul, he described the months before the deal closed.
the deal isn’t closed until it’s closed. And so you are now operating in this weird dual reality
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