Why Demand for Compute Is About to Explode With Alex Kantrowitz artwork

Why Demand for Compute Is About to Explode With Alex Kantrowitz

The Compound and Friends

July 31, 2026

On episode 253 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and Michael Batnick are joined by Big Technology founder, Alex Kantrowitz, to discuss: OpenAI and Anthropic’s explosive growth, the threat...
Speakers: Josh Brown, Alex Kantrowitz, Michael Batnick
**Josh Brown** (0:00)
All right, so did you hear about this kid? I'm sure you did.
No, we're just going there.

**Alex Kantrowitz** (0:05)
Okay.

**Josh Brown** (0:06)
We'll get to him. I don't know his name. He has, I guess, an AI company called Lemon Lime.

**Alex Kantrowitz** (0:16)
Yes, the tattoo guy.

**Josh Brown** (0:17)
Okay, you heard this?

**Alex Kantrowitz** (0:19)
No.

**Josh Brown** (0:20)
All right, so it's a kid in San Francisco. He's like a YC kid, and he threw a party.
And he said, anyone who gets a tattoo gets a job interview.

**Alex Kantrowitz** (0:33)
Just the interview, right? Not the actual job.

**Josh Brown** (0:35)
Not even the job.

**Alex Kantrowitz** (0:36)
An interview.

**Josh Brown** (0:37)
He's got a tattoo artist there, and people are getting tattooed. I don't know if they're getting the company logo.

**Alex Kantrowitz** (0:43)
I think it was the logo.

**Josh Brown** (0:44)
Oh my God.

**Alex Kantrowitz** (0:45)
Not only that, he took that and used it as a moment to share how great the company was because they provided these free tattoos.

**Josh Brown** (0:51)
Permanent.

**Alex Kantrowitz** (0:52)
That was LinkedIn material for him.

**Josh Brown** (0:54)
Actual tattoos.

**Alex Kantrowitz** (0:55)
Yeah, and he thought, I mean, this is at least what I'm getting from the discussion on X. So I could be wrong here, but from all indications, because he's already come out and apologized from all indications.

**Josh Brown** (1:04)
I read the apology.

**Alex Kantrowitz** (1:04)
If you went to the party and got a tattoo, that got you an interview.

**Michael Batnick** (1:09)
What did he apologize for?

**Alex Kantrowitz** (1:12)
For the whole thing.

**Josh Brown** (1:14)
He linked getting a tattoo at this party to getting an interview, basically like almost preying on the desperation to get a job these days.

**Alex Kantrowitz** (1:24)
And people did it.

**Josh Brown** (1:30)
Imagine them, first of all, just think about the people. I understand desperation, but imagine the mentality of somebody who sits down in front of a tattoo artist and is like, yeah, do it, because I might get a job interview at this.

**Michael Batnick** (1:42)
Imagine thinking that you're going to get good candidates. I mean, that's crazy. That's even right. I'm going to hire, like, okay, whatever.

**Josh Brown** (1:50)
I read the apology.

**Alex Kantrowitz** (1:51)
This is, so, go ahead.

**Josh Brown** (1:54)
But then, because I can't help myself, I clicked on his bio.
And it's exactly what you would expect. It's a private school, delivered right into Stanford. I'm sure the parents know people. I'm sure it's like a whole thing. And then he has, like, somehow he got a startup funded, and it's AI, and it's San Francisco, and it's just like this, like, super privileged kid with, like, almost, like, no awareness of what the world is like. Like, if you think about how desperate people are to get jobs at these AI companies, they're hearing, if you live in San Francisco, your assumption is probably this is the only job that's going to exist.

**Michael Batnick** (2:36)
Yeah, it's gross, it's gross.

**Alex Kantrowitz** (2:37)
Well, look, so I lived out there for a while, and it is a really good encapsulation of what goes on in Silicon Valley, because you have people, many people there have moved away from home, they're looking for opportunity, and so they're willing to try different things. And that is, that is, well, you might get a startup tattooed, you might do acid or mushrooms on the weekend, you might be part of like a polyamorous relationship. Like all of Silicon Valley has this, I'll try it mentality. And it goes wrong when somebody like that will prey on people's willingness to say, okay, you know, I'm here to, for new experiences, here to do new things, tattoo me and let's do the.

**Michael Batnick** (3:15)
I feel like Jin Yang would have got a tattoo. Like this is straight out of the show.

**Josh Brown** (3:19)
This is straight out of the show. No, this would be like Russ Hanneman is like, is like stock for tattoos. Like I want you to walk around San Francisco with my company's logo. And if you do, I'll give you stock in my new startup.

**Michael Batnick** (3:31)
It's literally that. You've been doing this with us for so long.

**Alex Kantrowitz** (3:35)
Right.

**Michael Batnick** (3:35)
Like we've got, Danny, you ready? You made a great call. It's a chart kid dug this up. He goes, look at this call Alex made.
Oh, headphones. Dude, you're a genius.

**Alex Kantrowitz** (3:46)
No, what was it?

**Michael Batnick** (3:47)
Well, we already know he's a genius. Watch this.

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