John Collison: prediction

Transcript context

…I think it's if you think the cost of repair is that you need to have deployed twice as many chips, then it's a trade-off of the capital of the chips versus the power saving. Exactly, the repair thing, it feels like, can be solved, because also, I think part of the bet, part of Elon's claim, is that we will just be so power-limited that you have no option but to go to space. People can argue about that, but were that to be the case, then yes, it's like you can get power in space, and you cannot on Earth, so you might as well go there. Whereas like the cooling is a more fundamental, "Does the product actually work at all?" Reiner thinks about AI the unglamorous way: compute, systems architecture, and what it takes to run models reliably at scale. If you're building an AI product, the business model similarly has a ton of unglamorous complexity. You're not just selling AI, you're monetizing consumption across API calls, tokens processed, GPU hours. Stripe Billing is a scalable system for usage-based billing. It lets you launch token-based pricing, subscriptions, credits, hybrid models, whatever you want. You can create revenue models based on usage without rebuilding your pricing system every six months. If you're building an AI product, Stripe Billing is worth a look. What are your AI predictions for 2026? What I'm really excited about is just being able to… I'm still excited about the coding. This is what we do as a company. It's what many others do as a company as well. The one aspect of this is expanding into more domains. For example, in where we spend our time. We as a company, we write Rust, we write Verilog, we write Python.…

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