Carlo CocuzziAI Expert, Pod Cast Host, Real Estate Investor and Funding Specialist

DAVE: "EVERYBODY WILL WANT A UNIVERSAL RIGHT TO AI"

25 Aug 2026 · 1 min

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In this monologue, the speaker warns that within a year the market for high‑bandwidth memory (HBM) and GPUs will be exhausted, leaving only a handful of frontier labs such as Anthropic and OpenAI with the capacity to run next‑generation 10‑20 trillion‑parameter models. Even if open‑source models are released, the required hardware will be unavailable, effectively monopolizing advanced AI. The speaker predicts that this imminent concentration of AI capability will spark public debate about a "universal basic right to artificial intelligence," a topic currently absent from everyday conversation but likely to become pressing soon.

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Nobody right now that I bump into on the street talks about a universal right to AI. But one year from today, everybody who is being— at that point, because HBM memory is sold out and because GPUs are massively sold out, the natural next step is nobody has access to anything other than Anthropic, OpenAI, one or two others. And the Chinese can throw out every open-source model in the world, but you won't find any place to run it. When you start talking about the next generation, which are 10 and 20 trillion parameter models, you need some significant hardware to run it at the level that the frontier labs are running it. And that's just not gonna be available to the world as a whole as of next year. And then everybody will be saying, what is my universal basic right to artificial intelligence? So put a pin in that, 'cause that's gonna be something nobody seems to care about today, but they will very soon.