By the time the new chip is ready, that will be 1.5 years which implies 5x growth if we assume 3x per year. So; by the time OpenBrain is ready to build the next datacenter, we’re in middle/late 2026 instead of beginning of 26.
Aside from that, the idea that investment will scale proportionally seems like a huge leap of faith. If the next training run does not deliver the goods there is no way softbank et al. pour in 100B.
I think he was saying:
By the time the new chip is ready, that will be 1.5 years which implies 5x growth if we assume 3x per year. So; by the time OpenBrain is ready to build the next datacenter, we’re in middle/late 2026 instead of beginning of 26.
Aside from that, the idea that investment will scale proportionally seems like a huge leap of faith. If the next training run does not deliver the goods there is no way softbank et al. pour in 100B.