Odd Lots · Don Wilson on the GPU Market's Trillion Dollar Question
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Proposed that a neocloud buys GPUs, deploys them, sells a strip of GPU futures, and then sells on-demand compute while customers post a large percentage of contract value upfront
“Jordan, and you are the author of ClusterMax 3.0. This is semi-analysis rankings of the GPU cloud systems… putting a lot of the hyperscalers and the neoclouds in tiers, talking a little bit about their performance.”
“Future Sports is an index… every team starts out at 7,500. It helps people who own these teams monetize the value of their teams without selling them.”
“We write a couple of thousand words on it while we're buying the company… identifying if this happens, we'll sell”
“I made an RL agent that really utilized GPUs. I could scale like linear with compute… it was very efficient and easy to extend.”
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