

AI #135: OpenAI Shows Us The Money
Sep 25, 2025
This week, the conversation features insightful contributions from two regulars who explore the recent $100B NVIDIA investment by OpenAI and the implications of new compute-intensive offerings on the horizon. They dive into the everyday utility of LLMs like GPT-5, and discuss failures in complex contexts. The duo also evaluates the effects of AI on coding tasks and delves into the potential pitfalls of automation in venture capital. Lastly, they touch on political responses to AI regulation and the challenges of defining AGI in legal terms.
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AI Build-Out Is Going Nuclear
- OpenAI and NVIDIA are committing to enormous scale with a $100B investment and a $400B build-out for Stargate.
- This signals a shift toward extremely large, compute‑intensive offerings and higher inference costs.
AI Is Driving Markets And Infrastructure
- AI-related stocks drove most S&P 500 returns and earnings growth since ChatGPT launched.
- Data centers and AI capex now dominate corporate investment and power demand.
Use AI Intentionally, Not As A Crutch
- Use AI where it complements your work and avoid relying on it to mask poor effort.
- Guard areas where AI can cause harm and intervene when outputs are low quality.