Gusto

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Apr 11, 2025 by Evan Conrad · said 3 times in 1 episodes since 2025 · across every show →

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brought up most by Evan Conrad (3)

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Everything said about Gusto, oldest first

Apr 11, 2025
Insight
Conrad: Incremental GPUs always drive model performance and revenue, unlike CPUs
“Gusto isn't going to make like, you know, five percent more money. They're going to make zero, like literally zero money from every incremental GPU or CPU after a certain point. This is not the case for anyone who is training models. And it's not the case for …”
Evan Conrad Apr 11, 2025 ▶ 3:08 SF Compute: Commoditizing Compute
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