最大的、最有价值的资源，也许有一天会超过石油。我把算力、电力和AI称为新的石油。但需求就是如此无法满足，没有人能买到足够的硬件来支撑这个负载。我们稍后会谈到Meta。我很喜欢他们的Muse AI，尤其是对刚接触智能体的人来说，但Facebook大概拥有比任何人都多的数据中心，而它们上线才一周就都在为容量问题苦苦挣扎，用户不断遇到超时。
太多人想用这项技术了，连最大的巨头Facebook都没有足够的算力来满足。话虽如此，我仍然看好Meta，我们回头再谈。但你看那张图，市场对消息的反应真是太漂亮了。
The biggest, you know, the the most valuable resource out there, uh, maybe someday more than oil. I mean, I have called, you know, compute, power, and and AI the new, you know, the new oil basically.
But there is just this insatiable demand. No one can buy enough hardware to support the load. Um, you know, we're going to talk about Meta here in a minute. Um, I love their Muse AI, especially for people that are new to agents, but they're all I mean, here's Facebook.
I mean, Facebook probably has more data centers than anybody, and they're all a week in they're struggling with capacity issues. People are getting timeouts. I mean, so many people want to use this technology, and not even the biggest of the big, Facebook, has enough compute to feed that.
Now, that being said, still love Meta. We'll come back to that. But I mean, you look at that chart. I mean, it's just beautiful the reaction to the news.