causal
Fast takeoff blocked by physical infrastructure
Fast-takeoff scenarios are wrong because building physical infrastructure takes human time: gigawatt compute clusters require NVIDIA to stabilize new systems, networking, building construction, permitting, and energy supply chains, so as intelligence grows in one part of the stack you simply hit a different bottleneck — that's how engineering always works.
causalpending
Speaker
Mark ZuckerbergEvidence Quote
“If you want to build a gigawatt cluster of compute, that just takes time. NVIDIA needs time to stabilize their new generation of systems. Then you need to figure out the networking around it. Then you need to build the building. You need to get permitting. You need to get the energy.”
Created: 6/13/2026, 3:33:00 AM
My Notes
Loading notes...