BASELINE - What AI Is Actually Changing

The Actual Cost of AI Compute

May 24, 2026·39 min
Episode Description from the Publisher

AI promises abundance, automation and intelligence at planetary scale. But what problem is it actually solving?In BASELINE086, Richard Self joins BASELINE to explore the economics, infrastructure and physical reality behind artificial intelligence, large language models, generative AI and the next generation of compute systems.Drawing on 50 years inside modern computing, from Rolls-Royce mainframes to today’s AI infrastructure race, Richard examines why many AI benchmarks are becoming meaningless, the true economics of generative AI, the physical limits of compute and energy, and why SpaceX is rapidly positioning itself as an AI infrastructure company through orbital data centres and low Earth orbit compute systems.

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