ОБ ЭТОМ ЭПИЗОДЕ
Join Alex Tapscott as he decodes the world of AI compute with returning guest Greg Osuri, Founder of Akash Network. Listen in as Greg explains why one lab's soft quarter says little about real demand when only 2.4 million people use agents and supply chains are already maxed out, with four-year waits for transformers and fourteen-year waits for turbines. He explains why AI will become a utility like the internet rather than a subscription like the news, why a $200 plan buying roughly $8,000 of compute means the subsidized party is ending, and how Akash is nearing a trillion tokens a month while doubling monthly. Alex and Greg also get into what's really stalling the build-out — energy, permits, community pushback and the leverage behind the CoreWeave jitters — how the shift from training to inference opens the door to homes, offices and 10-kilowatt clusters, why frontier GPUs now trade only through bilateral contracts and what tradable compute contracts could change, and why Greg believes "homes will be the future of AI."
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