20VC: Andrew NG on The Biggest Bottlenecks in AI | How LLMs Can Be Used as a Geopolitical Weapon | Do Margins Matter in a World of AI? | Is Defensibility Dead in a World of AI? | Will AI Deliver Masa Son's Predictions of 5% GDP Growth?
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Compute Demand and Semiconductor Constraints
Harry asks about semiconductor constraints; Andrew explains insatiable compute demand, token generation pressure, and data-center limits.
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Transcript
