How to make a TRILLION dollars in AI #tech #investing #ai #business
00:00:00.000 | 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
00:00:50.560 | trillion dollars if it was set up that way.