GPU

also referred to as: gpus

3 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Nov 15, 2022 by Tobi Lütke · across every show →

Everything said about GPU, oldest first

Nov 15, 2022 bullish

Assertion Supported

Lütke: Open source cut Stable Diffusion generation time from 15s to 3s

“First versions on top of the line graphics cards, on your own machine you can execute this, right, this open source. You could make an image in 15 seconds. I think we're down to three. And, like, with no hardware changes”

Tobi Lütke Nov 15, 2022 ▶ 2:30:40 Tobi Lütke: Calm Progress

Jan 21, 2025 bearish

Opinion

Alfred Lin predicts AI infrastructure will be overbuilt within two years

“In fact, the hot take is that many things will be overbuilt. So maybe we were building too many GPUs for a year or two years out. Maybe there are too many data centers that have GPUs a year or two years out.”

Alfred Lin Jan 21, 2025 ▶ 1:53:13 How to Win by Being Right and Contrarian: Lessons from Zappos to DoorDash

Mar 4, 2025 positive

Assertion Supported

Wolfe: Sakana AI trained an evolutionary model on eight GPUs

“Their latest model Which was based on this evolutionary technique was like eight GPUs, which was wild.”

Josh Wolfe Mar 4, 2025 ▶ 23:36 Josh Wolfe: Human Advantage in the World of AI

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GPU

Everything said about GPU, oldest first

Turn any episode into a week of clips.