The speaker expects compute to be highly centralized, such that compromising leading AI companies would affect future model training and most global compute and inference capacity.

“some of these things which without the context of why I was thinking this it might have sounded a bit loony but I do want to reinforce just how centralized compute will be in the world we're about to head into and therefore why compromising the leading companies would not just compromise say the training of future models but would also compromise most of the compute most of the inference capacity in the world”