SF Compute

“Assuming there are not, like, hardware problems or software problems, the utilization rate is, like, near a hundred percent, because the price dips until the utilization is a hundred percent.”

“And the grad students are like the worst possible customer for the traditional GPU clouds, because they will immediately turn if you sell them a thing, because they're going to graduate and then like, I'm going to go anywhere or they're not going to like, that…”

“Like the hardware problems aren't going away until the underlying vendors fix things. But honestly, I don't think that's likely because you're always pushing the limits at HPC. This is the case of trying to build a supercomputer”

“What we're trying to do is create an underlying spot market that gives you an index price that you can use. And then with that index price, you can create a cash settled future. And with a cash settled future, you can go back to the data centers and you can sa…”

“I just don't really think this is gonna ever be more efficient than a fully interconnected cluster with Infiniband, or, you know, whatever sort of next spec might be. Like, I could be completely wrong, but Speedolite is really hard to beat. And regardless of w…”

“Turned into what is today SF compute, which is a compute market, which we think we are the functionally the most liquid GPU market of any capacity. Honestly, I think we're the only thing that actually is like a real market that there's like bids and asks and t…”