Compute Spend

topic on 4 shows · 5 statements across 5 episodes

Latent Space No Priors the MAD Podcast 20VC

5 statements about Compute Spend, every show

20VC Disclosure
Park: Simile raised capital because scaling data and compute accelerates progress
“We were sort of at this moment where, yes, we can actually significantly raise the input, both in terms of data, compute spend. To actually meaningfully accelerate this progress, that's when we thought it actually makes sense.”
Joon Sung Park Jul 31, 2026 ▶ 46:23 The AI Company Simulating the Entire Economy | Simile Co-founder & CEO, Joon Sung Park
MAD Disclosure
Katti: OpenAI on track to spend roughly $50B on compute this year
“Actually, that sounds okay.”
Sachin Katti Jul 16, 2026 ▶ 3:15 OpenAI’s Compute Chief: We Can’t Build Fast Enough | Sachin Katti
20VC Insight
Lemkin: AI Startups Must Capture Compute Spend or Replace Human Headcount
“You're either getting money from compute, right? This massive spend, or you're getting money because you're using AI to replace humans. Otherwise, you're not gonna grow.”
Jason Lemkin Nov 13, 2025 ▶ 1:07:01 Michael Burry Shorts NVIDIA and Palantir & Has Defensibility Died in a World of AI? · 20VC with Harry Stebbings
Guo: Test-time scaling allows AI startups to pass compute costs to customers
“I think an underappreciated impact of test time scaling is you're going to better match user value with your spend on compute. And so if you are a new company that can figure out how to make these models useful to somebody, the customer can pay for the compute…”
Sarah Guo Dec 21, 2024 ▶ 16:55 The State of AI Startups in 2024 [LS Live @ NeurIPS]
NO PRIORS Disclosure
Guo: Portfolio startups show higher headcount efficiency alongside rising compute spend
“And, you know, I, at least in, in my portfolio, we are seeing more efficiency on headcount and like a lot more compute spend.”
Sarah Guo Mar 21, 2024 ▶ 22:30 No Priors Ep 56 | With Baseten CEO and Co-Founder Tuhin Srivastava

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