Part 8/11:
Addressing the limits of exponential AI growth, Musk noted potential constraints rooted in hardware supply chains, particularly shortages of neural network chips and power transformers. As AI demands grow exponentially, these bottlenecks could challenge continued progress. He also humorously noted that Transformers (both in AI and in electrical hardware) could face resource shortages, possibly leading to a shortage of electricity itself, which is critical for powering AI systems and electric vehicles.