back to indexHow to make a TRILLION dollars in AI #tech #investing #ai #business
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The most important thing that fund managers get wrong is not having appropriate reserves 00:00:04.640 |
for your winners. So take 20 billion off the table of that 20 billion, I would probably take 00:00:09.840 |
two thirds of it. And I would go to all the hyperscalers and anybody that's providing cloud 00:00:14.400 |
compute and essentially buy out all of the compute credits on GPUs so that I could tell any startup 00:00:20.480 |
in the world, you will do a safe with me, I will give you free compute on pick your cloud provider, 00:00:27.120 |
pick your model, I don't care. In return, we get 7% up front and you have to tell us some 00:00:31.920 |
benchmark of how this model is improving. Now you've scoped the problem to 20 billion is in 00:00:36.480 |
reserves, 15 billion of it is tied up in credits. And then the 5 billion, a billion and a half to 00:00:41.120 |
the hardware, a billion and a half to infrastructure, a billion and a half to some of these 00:00:44.640 |
discrete ideas, you probably need a 30 or 40 person team total no more, but that business could make a