compute costs
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Apr 3, 2026 by Liam Fedus · across every show →
Everything said about compute costs, oldest first
Apr 3, 2026 neutral
Fedus: Compute costs outweigh physical infrastructure in materials AI labs
“What's interesting is just the compute costs relative to physical infrastructure is actually surprising where, you know, so much money is spent on the compute that the physical infrastructure sometimes is actually lower, but, you know, has very large lead time…”