Compute Costs

topic on 3 shows · 3 statements across 3 episodes

More or Less No Priors 20VC

3 statements about Compute Costs, every show

NO PRIORS Assertion Not checkable as stated
Fedus: Compute costs outweigh physical infrastructure in materials AI labs
“What's interesting is just the compute costs relative to physical infrastructure is actually surprising where, you know, so much money is spent on the compute that the physical infrastructure sometimes is actually lower, but, you know, has very large lead time…”
Liam Fedus Apr 3, 2026 ▶ 20:03 AI for Atoms: How Periodic Labs is Revolutionizing Materials Engineering with Co-Founder Liam Fedus
MORE OR LESS Prediction Held up
Khosla: AI inference costs will drop up to 10x by June 2025
“I think what will happen is the expensive PhD will become dirt cheap. My bet is a year from now, it'll cost one-fifth to one-tenth of what it does today.”
Vinod Khosla Jun 14, 2024 ▶ 7:38 #51: Vinod Khosla on What to Build in AI · More or Less Podcast
20VC Assertion Supported
Mensch: NVIDIA roadmap delivers 30% compute cost reduction every two years
“The cost of compute reduces over time, just based on hardware costs. It reduces around 30% every two years if you follow NVIDIA roadmap. For the same amount of flops.”
Arthur Mensch Apr 29, 2024 ▶ 22:23 Arthur Mensch: Open vs Closed - Who Wins and Mistral's Position | E1146 · 20VC with Harry Stebbings

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