Compute scarcity and per-token economics

Discussion on severe compute constraints, token allocation economics, and winners in compute competition.

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In this episode, the mates welcome Blitzy CEO Brian Elliott to discuss Google’s blowout AI-driven earnings, White House model vetting, Pentagon deals with frontier labs, compute scarcity, the rise of private-equity-led enterprise AI, ocean and space data centers, OpenAI’s changing cloud strategy and delayed IPO talk, AGI definitions, AI risk/insurance, and the growing role of AI in GDP and infrastructure.

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Peter H. Diamandis, MD, is the Founder of XPRIZE, Singularity University, ZeroG, and A360

Brian Elliott, Co-Founder and CEO of Blitzy.

Learn about Blitzy AI

Salim Ismail is the founder of OpenExO

Dave Blundin is the founder & GP of Link Ventures

Dr. Alexander Wissner-Gross is a computer scientist and founder of Reified

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