Discussion on AI and Regulatory Future (Part 3)

You just tell it what you want and it uses 50 times as much. So I think that's 500 to a thousand times the need for this. When that happens, this compute is going to go wherever it needs to go. And I can tell you what we're doing is only 70, 80% of what the frontier models are capable of. We're not solving Navy or Stokes, obviously. And so we're on the verge of ordering everybody a Mac Studio 512K for $20,000, which would mean $400,000 in compute on people's desktops and running local models first and then falling back to them because we don't want to be throttled. We want to have unmetered intelligence. So offshore data centers will be the trend of the next two years. That's what you're going to see. And desktop usage of local models. I'll just make that prediction here. Yeah, well, let me. Can I. Yeah, respond. And open source, obviously, is the power of them. I think you're onto something, jcal. Look, when we're talking about AI regulation in the next two years, I think we need to separate. There's two different things, right? There's federal and there's state. What the feds are going to deal with is the AI safety and creating a federal department of AI and all of those Orwellian sorts of risk around what could turn into censorship and surveillance and control. Okay, that's one bucket of issues. There's another bucket of issues around infrastructure, which will be dealt with at the state and local level. Right. And both of them are going to play out now at the state and local level. I think people are just being way too optimistic about what this election means. I mean, I'm seeing like Gavin Baker saying, oh, don't worry, you know, in a hosta, she seems totally reasonable. She's not threatening any projects. And, you know, I've watched interviews with her. Look, I went and watched the interviews that Gavin watched, and I don't see the things that. I agree with you. I agree. She does not say that existing projects are protected. She simply says that there'll be no new permits issued until they pass legislation. You're right. Dealing with the issues she's talking about. You're. I saw an analyst issue she's talking about. I'll. I'll explain it. But look, I saw an analyst from Semi Analysis then come out and say that you do realize that projects that are under construction right now don't necessarily have every single permit they need to actually open for business. In other words, once you've constructed the data center, you may still have to get an air pollution permit. There's various kinds of permits that sometimes you don't get till the end. So if you take what she's saying seriously.