OpenAI president Greg Brockman made the competitive thesis explicit at the Big Technology AI Summit: if frontier model capabilities keep improving at roughly the same pace across labs, the winner is whoever has the most compute. Full stop.
Brockman stated directly that there will not be enough compute in the world to satisfy demand, and that OpenAI is currently supply-constrained. That framing matters because it redefines the race. It is not primarily about research breakthroughs or talent density. It is about capital, infrastructure, and who can build and access the most GPUs the fastest.
The original piece is worth reading for how Brockman navigates the implications of that position, including what it means for OpenAI's structure, its relationship with Microsoft, and the logic behind its reported fundraising at a $300 billion valuation. The compute-rules-all argument is simple. The consequences of it are not.
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