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Stanford @CS153Systems, Week 1 (Full Lecture) AI Scaling, Bottlenecks, and Why Compute Isn't a Commodity Yet 00:00 Compute Coachella 00:29 Simple Life Heuristic 01:08 Uncertainty Creates Opportunity 01:42 Four Bottlenecks Framework 01:51 Empirical Proof Matters 02:05 Cloud Costs Are Shifting 02:15 Verifiable vs Fuzzy Progress 02:48 Scaling Predictability Explained 03:43 CapEx Explosion in Big Tech 04:06 Chips Aren’t Commodities 04:45 Compute Scarcity Conclusion