America's got to rebuild its entire infrastructure like right now.

We don't have enough rare earth minerals.

We don't have enough electricity.

We don't have enough manufacturing capacity.

NVIDIA will make enough chips, but then we won't have enough memory.

Almost everything is the bottleneck.

The China graph is like this, and the U.S. graph is like that.

How do we make this seem less scary?

The history of technology is things have always gotten better.

Humans are kind of unbelievable in their ability to come up with new things that they need.

Now, 8 billion people that might have an idea in their head can get it out of their head.

I do think what's going to happen is...

For 50 years, one rule in technology was almost sacred.

You cannot buy your way out of a software problem.

Hire a thousand engineers and you still won't catch a faster competitor.

Fred Brooks called it the mythical man month and every engineering leader believed it.

That rule no longer holds.

With enough GPUs and the right data,

companies can now compress years of development into weeks.

But a disruption cuts both ways.

The same forces that let startups move faster

are dissolving the moats that protected incumbents.

...