What podcasts say about Jordan Nanos
Every statement, with the speaker, the exact quote and the moment it was said.
What Jordan Nanos has said on podcasts
10 statements · 3 positive · 4 negative · 3 neutral
AI infrastructure growth will hit limits by the end of next year.
“we're definitely going to hit limits towards the end of next year”
Open the episode · Can AI Keep Growing Exponentially? Let’s Ask SemiAnalysis — With Dylan Patel and Jordan NanosListen at 6:14
Triple-digit AI infrastructure growth cannot accelerate indefinitely because resources run out.
“you can't just have triple digit growth and accelerate the second derivative even further from where it is right now. You run out of things.”
Open the episode · Can AI Keep Growing Exponentially? Let’s Ask SemiAnalysis — With Dylan Patel and Jordan NanosListen at 7:40
Large NeoClouds and hyperscalers will struggle to raise capital for further expansion.
“it becomes pretty hard for them to raise the capital”
Open the episode · Can AI Keep Growing Exponentially? Let’s Ask SemiAnalysis — With Dylan Patel and Jordan NanosListen at 8:04
Frontier AI models can generate returns through robotics, autonomous vehicles, and drug discovery.
“you can look at Things like robotics and self-driving vehicles. You can look at drug discovery.”
Open the episode · Can AI Keep Growing Exponentially? Let’s Ask SemiAnalysis — With Dylan Patel and Jordan NanosListen at 14:38
Hyperscalers and frontier labs generally cannot arbitrarily cancel NeoCloud contracts monthly.
“generally speaking these hyperscalers or you know large frontier labs who are signing up with contracts for the neo clouds do not have arbitrary cancellation rights on a monthly basis”
Open the episode · Can AI Keep Growing Exponentially? Let’s Ask SemiAnalysis — With Dylan Patel and Jordan NanosListen at 21:59
Current AI compute demand exceeds available supply.
“all of the modeling we can do basically shows that demand outstrips supply”
Open the episode · Can AI Keep Growing Exponentially? Let’s Ask SemiAnalysis — With Dylan Patel and Jordan NanosListen at 24:38
Anthropic could bring a cancer drug to market using AI capabilities.
“I would trust anthropic quite a bit to bring like i said earlier a cancer drug to market or something like that”
Open the episode · Can AI Keep Growing Exponentially? Let’s Ask SemiAnalysis — With Dylan Patel and Jordan NanosListen at 28:47
NVIDIA currently supports $588 billion in off-balance-sheet backstops.
“currently we've got tracking of $588 billion of off-balance sheet backstops that NVIDIA is supporting right now”
Open the episode · Can AI Keep Growing Exponentially? Let’s Ask SemiAnalysis — With Dylan Patel and Jordan NanosListen at 39:46
Only a limited number of NeoCloud providers will become market leaders.
“there can only be so many leaders because there's only so many people who truly innovate and then everybody else copies them”
Open the episode · Can AI Keep Growing Exponentially? Let’s Ask SemiAnalysis — With Dylan Patel and Jordan NanosListen at 54:32
OpenAI and Anthropic will release only minimum-viable models to preserve their lead.
“My bet is that we continue to see the minimum viable models released by both OpenAI and Anthropic to keep a lead over Chinese and the rest of the open source ecosystem.”
Open the episode · Can AI Keep Growing Exponentially? Let’s Ask SemiAnalysis — With Dylan Patel and Jordan NanosListen at 1:02:42
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.