The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 6 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
Conrad: Decentralized compute networks will never beat co-located InfiniBand clusters
“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…”
Conrad: SF Compute is the only true liquid bid-ask GPU market
“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…”
Conrad: SF Compute plans cash-settled futures to de-risk data centers
“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…”
Conrad: Spot GPU cluster utilization nears 100% through dynamic price clearing
“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.”
Conrad: Grad students are the worst customers for traditional GPU clouds
“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…”