Crusoe Energy Systems

also referred to as: crusoe

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Apr 23, 2025 by Dylan Patel · said 3 times in 1 episodes since 2025 · across every show →

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brought up most by Ed Zitron (3)

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2025 3 mentions in 1 episode

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Everything said about Crusoe Energy Systems, oldest first

Apr 23, 2025
Assertion Not checkable as stated
Patel: Frontier AI cluster costs have scaled from $100M to $10B
“For GPT-IV, it was a few hundred million dollars and it's one building full of GPUs, too. GPT-IV 4.5 and the reasoning models, like, oh, one, oh, three were done in a, in three buildings on the same site, and, you know, billions of dollars to, hey, these next …”
Dylan Patel Apr 23, 2025 ▶ 31:54 Generative AI 101: Tokens, Pre-training, Fine-tuning, Reasoning — With SemiAnalysis CEO Dylan Patel
Jul 23, 2025 negative
Assertion Contradicted
OpenAI hasn't signed a compute contract for the Abilene data center
“OpenAI, according to the information, hasn't even signed a contract for the compute in, in Abilene.”
Ed Zitron Jul 23, 2025 ▶ 10:39 Are AI's Economics Unsustainable? — With Ed Zitron
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