Invest Like the Best with Patrick O'Shaughnessy · Tuesday, September 1, 2026
Sarah Guo identifies compute as a significant concern in AI development, noting that many people believe they have a solid understanding of future compute needs. However, she finds the projection of sufficient compute before 2030 to be 'depressing'.
“I think compute is one. People think that they understand that very well. The version of us having enough compute over the next five to 10 years that they are like, there was nothing that is going to move the needle for us. As efficiency scale before 2030, that's depressing.”