Altimeter's Gerstner says winning the AI race is 'a national security matter'

Investment Opportunities - The best investment ideas are often the current or most recent ones [3] - Investing along the compute spectrum is a viable strategy [4] - Nvidia is expected to continue compounding over the next three to four years due to the ongoing need to build out compute infrastructure [3] AI and Compute Constraints - Compute resources are expected to be constrained for the next several years [3] - Increased compute capacity could significantly boost revenue for companies like OpenAI [3] - AI development is an existential and national security matter, requiring continuous advancement [3]