The Ledger
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why aren't all 5 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Venturo: CoreWeave owns the largest dataset on AI infrastructure failures
“We have the world's largest data set of how these things run, how they fail, and we've built all the recovery mechanisms and the software intelligence to help our customers run these things.”
Venturo: No difference between training and inference infrastructure for modern AI
“So there's really no difference between training infrastructure we deployed to build those capabilities and what our customers are ultimately using to serve them.”
Venturo: CoreWeave compute demand has shifted to roughly 50-50 training and inference
“Six months ago, I would have said it was two-thirds training and one-third inference. It's probably close to fifty-fifty now.”
Venturo: Hyperscalers ran NVIDIA K80 fleets for 10 years before retiring them
“Last year is when we saw let's call it the hyperscalers that were around in the twenty-tenths, so Amazon, Microsoft, and Google, finally retire their NVIDIA K-eighty fleets, and the K-eighty was a GPU that was introduced in 2014. So it's, it was active in thei…”