TSMC shade aside, I think Altman is keenly aware that AI is still too capital intensive for short-to-medium term viability and I think his hope to was to probe

TSMC shade aside, I think Altman is keenly aware that AI is still too capital intensive for short-to-medium term viability and I think his hope to was to probe the semiconductor industry's willingness to build-out more fabs to drive the costs down substantially. I suspect Altman was being bluntly honest with them about the economics of AI rather than enthusiastically telling them they should immediately build 37 fabs because surely that's super easy. Blackwell cabinets are $3M each and have significant power requirements and thus you'd likely need to be selling your products at $100/month/seat to turn a slim profit.