“If I can do something 10x cheaper than my competitor, that is differentiation”

Unsupervised Learning with Jacob Effron · Ep 94: Applied Compute CEO on the Limits of RL, the New AI Hyperscaler & Why Post-Training Wins Inference

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What was described

claim they can deliver a solution 10× cheaper than competitors

10x cheaper

Said nearby on the same subject

“574,400 Australian homes have now installed a cheaper home battery reducing their bills… more than 10% of the houses have installed a cheaper home battery.”
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Said on Australian Parliament: House of Representatives
Hard number 574,400 homes; >10 % of houses in several electorates Share this moment
“Crusoe claims up to 20x faster and 81% cheaper than traditional cloud providers for renting GPUs.”
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Said on The Cloud Pod | Weekly AI & Cloud News on AWS, Azure & GCP
Why it worked 2.1 TB memory, 144 PFLOPS sparse, 20× faster, 81% cheaper Share this moment
“It was trained on a bit more than 3K GPU, so 10 megawatt of power, that's, we think, three to four times less than the Chinese competitors”
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Said on The MAD Podcast: How AI Gets Built - with Matt Turck
Hard number ≈3,000 GPUs; 10 MW; 3-4× less power than Chinese rivals Share this moment
“Legacy solutions that look like seven, 10, 12% dilution with the first big check… founders are quickly realizing they can build fast, cheap.”
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Said on TBPN
Contrarian take 7-12% dilution typical in legacy rounds Share this moment

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