AI Boom: Unprecedented Resource Grab Phase
Update: 2025-11-27
Description
Mike Jensen, a prominent tech figure, discusses the AI boom on In Good Company podcast. He believes were still in the early stages of AI revolution, with existential stakes driving leaders like Elon Musk and Sam Altman. This intense drive has led to a resource grab phase, causing bottlenecks in power, land, chips, and talent. Jensen warns investors of a more dangerous phase ahead, with scarce resources, accelerating spending, and intensifying competition.
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