A start-up company was praised for its quick progress, having gone from ideation to building a version zero within a few months. They utilized a large cluster of A100s, likely costing millions of dollars, but thanks to their experience in building clusters for Tesla, they were able to move quickly. Infrastructure used to be a roadblock but has become easier with cloud computing. However, AI requires more compute-intensive resources, which may take a few years to catch up. Elon Musk predicts an oversupply of AI compute resources in the next 18 months.

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