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GPU compute

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Mar 20, 2024 by Suhail Doshi · across every show →

Everything said about GPU compute, oldest first

Mar 20, 2024 negative
Assertion Not checkable as stated
Doshi: AWS Quoted 5x Market Price for GPUs in 2023
“I mean, we look, we were looking for compute last year and AWS wanted to charge us five times more for the same GPU than 10 different providers all around them.”
Suhail Doshi Mar 20, 2024 ▶ 53:03 Predicting AI’s Next Advances — With Suhail Doshi
Jul 14, 2025 bullish
Prediction Not checkable as stated
Levie: AI coding will be the killer app for token volume
“Coding is, is definitely the one that is like, you know, this incredible, like, you know, one person could cause thousands of dollars per day of GPU expense if they really want it. So I think this is going to be the killer app for the foreseeable future in ter…”
Aaron Levie Jul 14, 2025 ▶ 7:03 OpenAI’s Windsurf Crash, Grok’s Wild Week, Replace Tim Cook? — With Aaron Levie
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