GPU Cloud Providers
topic on 2 shows · 2 statements across 2 episodes
2 statements about GPU Cloud Providers, every show
GPU cloud providers depend heavily on competitive open-source AI models
“If open source models stopped to actually be good, where the gap between them, the frontier is like more than 12 months or like 15 months, 18 months, then I don't think these companies really have a business model because they're not going to be able to host. …”
Conrad: Selling short-term GPU contracts is the worst financial model
“Selling short-term contracts for low prices paid over time which is the worst place to be in the worst financial place to be in because it has the highest interest rate which means that your costs go up at the same time, your incoming cash goes down and squeez…”