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OpenAI CFO Sarah Friar argues demand justifies financing compute at national-grid scale, but the case rests on unproven chip lifespans, asserted margins, and investor patience with heavy spending.
Investor Gavin Baker, reacting to Anthropic's S-1, argues demand is outrunning compute supply, while counterpoints on customer concentration and training-heavy compute test how far that optimism can run.
Sarah Friar, OpenAI's CFO, talks with Declan Kelly about funding capacity for 2030-2035, pricing agents against engineer salaries, and why judgment stays human.