“They were able to eliminate something like 98% of the total data center cost with these like chicken coop type data centers.”
“Infrastructure to support AI wasn't going to be centralized. It was going to be distributed where energy was low cost and abundant.”
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20VC: The Future of Datacentres: What You Need to Know | Why Everyone Gets GPU Depreciation and AI's Energy Costs Wrong | Who Really Makes Money From AI & Why Most Moats Don't Exist with Chase Lochmiller
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What was described
located data centers in regions with low-cost, abundant energy instead of traditional centralized hubs like Northern Virginia
Said nearby on the same subject
“I was actually commuting to Northern California four to six times a year to meet with the clients that he had in Northern California.”
“We call it the Platform Data Center. It takes data from ServiceTitan, QuickBooks, and call center things and updates every night.”
“You really need to look at the weighted average total cost of your portfolio… if you can keep it around about 0.3% of a percent, I think that it would suggest… low-cost traditional indexing plus some factor-based indexing”
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