<ul><li>OpenAI CEO Sam Altman attended Morgan Stanley's tech conference in San Francisco last week.</li><li>Altman discussed the potential deflationary impact of AI, which is often underappreciated and misunderstood by investors.</li><li>OpenAI highlighted significant capacity constraints, with a fully saturated fleet of GPUs for training and inference.</li><li>OpenAI stated that it is not concerned about the supply of training data, as it can generate synthetic data.</li></ul>

Sam Altman spoke recently at a private conference. Here's what was discussed, including AI and deflation

Discover more