The speaker expects multiple accumulating frictions to make it harder for AI companies to sustain an extremely rapid exponential rate of scaling.

“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”

“options that's going to start to bite that will make it harder for them to continue the crazy exponential rate of scale up”