Physical Infrastructure
topic on 2 shows · 2 statements across 2 episodes
2 statements about Physical Infrastructure, every show
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…”
Khattar: Asset-light models in India are superior to physical infrastructure businesses
“If you have physical products or physical assets on the streets, a predominant, a majority of management bandwidth is, goes towards managing those physical assets, and whatever time is less from managing assets is when you're actually managing businesses, and …”