Why Altman Says "Accept Some Bad Things Happening" and What It Means for AI Safety | MOONSHOTS #301

Panelists argue AI compute scarcity, not model capability, is now the binding constraint reshaping labor, robotics, and the US-China AI race.

• Compute scarcity dominates: Positron hit $5B valuation in 16 months bypassing HBM/NVIDIA; Link Ventures faces $9M/3-year lease for an NVL72 rack that cost $3.5M a year ago.
• Robot scale-up: Tesla's 7M-sq-ft Giga Texas Optimus plant targets 10M robots/year by 2027 (world shipped ~19,000 in H1 2025); Elon expects 80% of Tesla revenue from Optimus.

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