
Jordan Moren
118 posts






In January 2025, we committed to generating 10GW of compute and have already identified over 8GW of that. Now, we're planning for 30GW of compute by 2030. A milestone that scales with the rapidly accelerating demand for intelligent systems. Image generated by @ChatGPTapp Images 2.0 😉 #YouCanJustBuildThings










The amount of hype and BS going around about enterprise AI adoption is insane. Aaron @levie is the most AI forward-thinking CEO in public markets today. But even Aaron at $1BN+ in ARR is valued at $3.3BN and getting smashed by Wall St. I sat down with Aaron to understand WTF is happening, what is real and what is fake in enterprise, WTF to do with token budgets and wrote up my notes below. (Link to full episode in comments) 1. Why Dwarkash Was Wrong and Jensen Was Right on Upgrading Systems Upgrading software is a multi-year effort, not a "magical moment" where everything can be secured overnight. The reality of enterprise security is an ongoing, endless cycle of "leapfrogging" between defensive and offensive capabilities. Founders must realize that even with access to frontier models, the implementation cycle in the real world remains the primary bottleneck. 2. Why We Will Have More Lawyers in Five Years Not Less The industry is myopic about job elimination; AI makes it easy to generate content, but it hasn’t made it easier to get that content approved by a court or a patent office. As clients inundate lawyers with AI-generated contracts and memos, the "ultimate constraint" becomes the number of qualified humans available to review and approve the output. 3. What Role Does Not Exist Today That Will Be Incredibly Common in Five Years? We are about to see the creation of 500,000 to 1 million "Agent Operators". These technical-yet-business-savvy individuals will be responsible for "care and feeding" of agents—writing skills, understanding MD files, and redesigning workflows for agents rather than people. 4. Will Massive Software Providers Simply Be Turned Into a Database That Agents Crawl Over? While the user interface may shift to chat, the value is moving to the API layer and the "business logic" embedded above the database. Systems like ERPs are more than databases; they contain decades of complex logic for supply chains and accounting that agents must interact with, not replace. 5. What Everyone Thinks About Enterprise AI Adoption That They Get Wrong The assumption that the massive gains seen in AI coding will immediately translate to all other knowledge work is a "misread". Coding has specific idiosyncrasies that don't always exist in broader knowledge work, where human collaboration and regulatory loops are more complex. 6. Where Would You Be Investing if You Were a VC Today? Despite high valuations, Levie would still be "loading up" on frontier rounds. These companies have the potential to grow much larger because the ultimate market for AI is often larger than the industry currently realizes. 7. The Budget of Tokens Will Have to Move Out of IT Spend and Into Opex Enterprise AI shouldn't be treated as a tradeoff between software licenses. Instead, token budgets will move into regular operational expenditure (OPEX), where businesses trade off a marketing campaign for a more productive, automated marketing engine. This allows AI companies to tap into a massive pool of capital beyond the traditional, capped IT budget.




Tomorrow, @sama and @gdb will be on a podcast together for the first time ever. And they will give an exact date for the arrival of AGI. New models, the trial with @elonmusk, @AnthropicAI beef, Sam personal drama, the future of compute buys, @kyliebytes and I do it all. @corememory episode 67 hits on the Substack only. If you want the goods, it's time to sub up corememory.com The Core Memory pod is on all major platforms and brought to you by @brexHQ and @e1ventures because they have great taste.


















