The speaker expects power-supply limits and compute-production constraints to impede scaling: after repurposing available chip production and building new fabs, a tenfold increase in scale would require ten times more fabs.

“It won't be like a sharp cutoff, but it'll be a couple things. So partly it'll be”

“you know power supplies partly it'll just be um compute production like much of the world's even after building new fabs and even after converting much of the world's chip production into uh ai chips uh they won't they'll have to like produce 10 times more fabs in order to scale up by 10 times right whereas previously they could just take chips designed for gaming and repurpose them for ai so so in a bunch of little ways that are going to add up there's going to be all these friction friction”