According to OpenAI (@OpenAI), during a recent podcast episode, OpenAI CFO Sarah Friar and Khosla Ventures founder Vinod Khosla discussed with host Andrew Mayne the critical shortage of compute resources in the AI sector. They emphasized that compute is currently the scarcest resource driving AI advancements, with business and research demand continuing to outpace supply. The conversation highlighted that solving the compute bottleneck is essential for scaling AI applications and democratizing access to AI benefits across industries. Both leaders pointed out that increased investment in infrastructure and innovative hardware solutions are necessary to meet escalating market needs and unlock new AI business opportunities. Source: OpenAI (@OpenAI), January 20, 2026.